ORACLE SOURCING On line Help Guide Release 11.5.

10 A collection of the on line help content

April 2006

Oracle Sourcing Help

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

Oracle Sourcing Help

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

Oracle Sourcing Help

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

...............................4.........3............2...... 107 2.4 What are Your Negotiations at a Glance?........... and how do I use them?............... 109 2........4........................1...............................1........................ 98 2.................. 114 2.......1......... and how do I use them in my negotiation?.................................................. 102 2....................2 What is a sourcing event? ............................................. 105 2.1 What are some negotiations strategies I can use? ........7 What are contract terms and conditions....... 96 2.13 What is shortlisting and how do I use it? ......3...............1.......................4..3.... 103 2..................................6 How do I download the responses I have received? ...........1............ 106 2............................ 112 2.............. 115 2..3... and how are they used? .......12 How do I change my auction's AutoExtend settings while the auction is in progress?.........4................. 104 2............4 Can I create and save sourcing documents without submitting them? .................................... 99 2..........................4...... 106 2......8 How do I view the backing information for lines AutoCreated from Oracle Purchasing?........ and how do I use them?.......1 How do I access negotiations? ..........3.........3............ and how do I use them in my negotiation?..........7 What are price breaks......................................3 Monitoring Negotiations.......1........................... 102 2.........................................................3..4..........................12 How do security levels work? .......6 How do I copy a sourcing document?. 95 2...10 Can I invite additional suppliers to a negotiation I've already created? ..............................8 What are price breaks.......11 How do I extend a negotiation that is in progress? ....1............................1........................................ 110 2.6 ...........4..1.......................2 What kind of services can I negotiate for?..................................3.1..1.....................................1................. 86 2............. 116 2..2 Using Oracle Services Procurement and Oracle Procurement Contracts............2...........2..............................5 2....4...... 100 2............................1.....3 How do I respond on behalf of suppliers without Internet access?............................................................. 88 2...................................................3........... 88 2.......... 100 2.......... and how do I create and use them? ....................................3.... and how do I use them?.................Oracle Sourcing Help How do I use price elements? ............3 How do I define services related lines?..............4 Additional Creation Topics ... 107 2............................................................9 How do buyers and suppliers communicate while a negotiation is in progress? .....................3............................1...............3........4......11 Who can participate as team members? ... 117 Page 5/209 2...............9 What are amount based line types.......4 What are contract terms and conditions..... 105 2.....................3............ 97 2..................................1 How do I create a deliverable and use it in a negotiation document?.......5 How do I create a deliverable and use it in a negotiation document?.................................2...............................3 Are there any shortcuts available when creating a sourcing document? .................1.............1... 96 2.. 92 2........................3....................3...3..................2 How do I monitor the negotiations I have created? ..............................10 How do collaboration teams work? ................................. 91 2..... 93 2........ 114 2.. 103 2.............4..........14 How do I initiate a new round of responding?......... 108 2.....7 How do I analyze the responses I have received?.............4......................4......4................... 84 2...3..................................5 How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line?..............13 What are global agreements................................. 84 What are Reusable Price Element Lists...........1..................... 98 2.......................

....... 139 2................... 141 3...................................... 123 2......................4..........1...........................................13 What is contract binding?.......................2 Searching for all negotiations to which you have access:.......................................4... 147 4......................................1..........................2...7 Searching for lists.........Oracle Sourcing Help How do I close a negotiation before its scheduled close date and time?.. 140 2.... 136 2.............. 124 2....................................1............ 131 2. 130 2..2...............4..........7 How do I use a spreadsheet to award negotiation items?..................1 What is the Awards by Supplier report? .................2 How do I unlock and unseal a sealed RFQ or auction? ..................3.................... 141 2.....................................3...................3 What are the different methods I can use when performing awards? ........1.............. 137 2.4.............................................5 Searching........ 135 2...........................................3..... 133 2.................2...........20 How do I manage deliverables I have assigned to a negotiation?......................5.................2 What is the Savings by Category report?.................................5.................4................................................5.... 120 2................................................2...................5....... 144 4............ 128 2...........................5....... 145 4.5........1....5............ 147 4.............................................. 143 4......... 133 2......... 124 2.........1..................3 Searching for draft negotiations ...................................4..........1 Searching for your negotiations in which you are participating: ......3.......1 How do I run reports? ............................................6 How do I manually score header attributes? .1....................2......................1 Introduction to Sourcing Intelligence............................4 Awarded Quotes report .. My Profile ...............4.......................2 What are the Sourcing Intelligence reports I can generate?...3 Awarded Bids Detail report .................................11 Can I see information on my negotiations once I have completed awarding them? . 143 4.......................... 145 What is the Awarded Quotes report? ..........................12 How do I generate a purchase order document? ........4 Searching for suppliers:...4 Awarding Negotiations ..3.....................................5 How do I download the responses I have received? ............... 137 2...3..........4 How do I award business in an RFQ or auction?. 143 4.....................................................4........................................................ Sourcing Buyer Intelligence Reports.......... 127 2....2 Intelligence Reports ....16 How do I cancel a negotiation?......................................1 How do I update my Sourcing personal options? .................................................................................................. 144 4................. 120 2...............1 Awards by Supplier report .......4..............15 ....3 How do I export data to a spreadsheet? ...1.................... 148 Page 6/209 2........ 145 4.....1........ 139 2.................. 143 4........................19 How do I view the approval history for my negotiation? ................ 121 2... 137 2........................................................4.....................1................2...........................................................6 Searching for addresses:..........................8 How do I allocate backing requisitions among awarded items? ..............................1.... 143 4........................... 122 2..4.5.....................18 How do I print information on my negotiation? ..1...................1. RFQ.... 144 What is the Awarded Bids Detail report? ..........1 How do I view the responses I have received? ........4..............10 What information is contained on the Award Summary page? ... 142 4................ 147 4.............1 How do I search for information on Oracle Sourcing? ....................2 Savings by Category report................. 138 2.........9 How do I disqualify responses I receive for an RFI..... 129 2....5 Searching for lines and categories...................................1...3........... 124 2...........1 What is Sourcing Intelligence? ........... 138 2... 120 2.. or auction? ....................................... 142 3..4...................................1...........................17 How do I create an amendment to a negotiation? .. 124 2....

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

..............................1 What are the Awards by Supplier report? .............................9.....................................................................2....................1.......................................... 197 7....3 About Deliverables...........1 Accessibility of Code Examples in Documentation .. 206 Table Variables .......2 Accessibility of Links to External Web Sites in Documentation................................. 202 7....................................................8 Can suppliers communicate with each other while a negotiation is in process? .................................. 197 7....................... 180 6.......................................................... 206 7.....1................................................................5 How do I use the Graphical Monitor to view responses to items in my negotiation?..................................... 196 7........1 How do I create an attribute list? .................7 What are reusable price elements and how do I create them? .............................1 What are header attributes and how do I use them?........................................Oracle Sourcing Help 6...... 180 6.. 205 7................................................................................................................ 198 7................. 207 Value Sets for Variables.................................................5 Whom should I contact about technical difficulties?.......... 180 6..... 200 7.2 About Variables .................................. 208 Page 8/209 .......................................... 196 7..... or task bar options? ....2 Reusable Attribute Lists ..........1..... 203 7...............1......... Appendix .............3 Documentation Accessibility ........ 180 6......................................................................................... 195 6..................4 Product Integration and Licensing.............. 195 6............................9....... 205 Non-Standard Clauses........................................................9.....................9....3........................................................3.3.......................................... buttons..................1 About Clauses .....1............................................................ 205 7............... 207 User-Defined Variables...................................................2 What is the Savings by Item report? ...............................................4 What is the Awarded Quotes report? ...........6 Why are some RFQs and auctions associated with a sourcing event? ...................1.............................3 What are score settings and how do I use them with header attributes? .................... 198 7.........4 How do I enter business terms and conditions for my RFxs and auctions? ................................................................. 199 7...9 About Contract Templates ... 207 Deliverable Variables... 195 6..........2 Glossary............1....................................................4 Why can't I access some pages..............1 What are the Sourcing Intelligence reports I can generate?..... 203 7...................1 About the Contract Terms Library................ 204 7......................3 What is the Awarded Bids Detail report? ..........................................1............................... 199 7.............................. 195 7........... 208 7. 196 7..... 198 7......................................................................... 207 Variable Identification ................................6 What if I have problems uploading files? .................. 206 System-Defined Variables ......................................... 205 Standard Clauses ...................................................................... links.................................................

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

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

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

Buyers can use the information obtained to subsequently conduct an RFQ or buyer's auction. who might never meet face-to-face.1.1 Frequently Asked Questions: Oracle Sourcing 1.1.1.2 Getting Started with Oracle Sourcing 1.4 “How do I create and edit a reusable invitation list”) Sourcing Template (See Section 2. “How do I create and edit negotiation templates?”) and Copy features (See Section 2.2 “Glossary”) Terms and Conditions enforcement (See Section 5.1 What is Oracle Sourcing? Oracle Sourcing offers flexible negotiation capabilities to buyers and sellers. Buyers use real-time interaction to obtain information on suppliers' products and services.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. requests for information (RFIs). quantity. Common Functionality All sourcing document types have the following common functionality to simplify the negotiation creation process: Reusable Attribute Lists (See Appendix 7.2.1. Page 12/209 . and then use that information to create negotiations that drive prices based not only on price. but on lead times. can bypass intermediaries and establish relationships that might not have been possible using more traditional methods of buying and selling.1. The four different types of sourcing documents available .1. Prices are established based on actual supply and demand at the time the negotiation is transacted. enabling them to efficiently obtain the best possible prices for goods and services.1.2.requests for quotations (RFQs).4.3.7 “Can I accept responses in multiple currencies”) Multiple Language support Notes and Attachments (See Chapter 6.1 “How do I create an attribute list?”) Reusable Invitation Lists (See Section 2.2. Buyers and sellers. and item-specific attributes.Oracle Sourcing Help 1.2. and buyer's auctions.2.6 “How do I copy a sourcing document”) Multiple Currency support (See Section 2.

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

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

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

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

Manual Extend/Early Close (See Sections 2. Convert to negotiation document (See Section 2.4.1. have previously created. Multiple Quotes The RFQ business process allows suppliers to submit a single quote per round.1.4.11) Price Breaks (See Section Price Breaks (See Section 2.15) scheduled close Minimum Bid date.1.10) Bidding (See Power Bidding (See Section 5.7) 2.2.3 What time saving functions are available to me when creating negotiations? There are many ways you can streamline the creation of sourcing documents: Copying an existing document You can copy documents that you.4. Multiple If allowed by bidders may multiple bids.8) Section 5. Bids buyer.1.4.1.7) 1.1.11) Buyers can Manual Extend (See manually extend Section 2.1. The details of the document such as the controls.3.10) Price Elements Attribute Based Bidding (See Section (See Section 5.15) Buyers can manually extend an RFI or close an RFI earlier than the scheduled close date.4.1. item information.2) Information obtained during the RFI can be used to create a new negotiation document. Page 17/209 .8) Extend/Early Close (See AutoExtend (See Section Section 2.1.Oracle Sourcing Help Attribute Based Bidding (See Section 5. submit Other Proxy Bidding (See Attribute Based Section 5.1.1.11) an RFQ or close an RFQ earlier Early Close (See Section than the 2.11/2.1.11) 2. and invitation list are copied into a new document which you can edit if necessary.4.8) RFIs use item attributes to solicit item information from suppliers.8) Price Elements (See Manual Section 5. or any other users in your organization.8) 5.1.3. Decrement/Increment (See Section 2. terms and conditions.1.

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

2. you can click "Continue editing your draft. and delivery. you see the Confirmation page. Buyers can efficiently create and award RFQs and auctions while suppliers can also use this functionality to assist in bidding in auctions or submitting quotes for RFQs. optional.Oracle Sourcing Help 1.6 What is attribute based negotiation and how can I use it? Attribute based negotiations enable buyers to define multiple item-specific characteristics. The document is released when Page 19/209 . called item attributes.1.1. these lists are shared across all document types and can be accessed by the buyer as required.2. Depending on the setting chosen during the negotiation creation. you can click "Manage Draft Negotiations" to access the Manage Draft Negotiations page. These attributes represent important aspects of the item for which the buyers need information from their suppliers.5 Are reusable invitation lists and reusable attribute lists shared across all three negotiation types? Yes. buyers define attributes for negotiation items.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. From this page. in essence "answering" the buyer's question. these attributes can be either required. 1.1. 1.7 I just saved a negotiation as a draft document. How do I continue working on it? You can continue working on a document saved as a draft by After clicking Save Draft. Suppliers reply to the item attribute." Alternatively. or display only. but also to other features salient to each item. From this page you can access and edit any of your draft negotiations. The buyer then uses the suppliers' responses to qualify the group of suppliers and to determine the best set of suppliers with which to later conduct a negotiation.2. You are granted exclusive control until you release it. 1. Item attributes and their responses comprise the heart of the RFI process.1. that allow bidders/suppliers not only to respond to the price.1. quantity.2.4 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. When creating an RFI. ensuring that only one user can work on a draft at any time.2. 1.

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. Each has its own benefits: Page 20/209 . However. (Users with the appropriate function security.2.1. You delete it from the Manage Draft Negotiations page. Negotiations lines entered directly in Oracle Sourcing can include item numbers and item revisions if the item information was retrieved from the Item Master. The system automatically updates the status of the previous round to Closed. (The original creator can always unlock a draft.2. It is removed from the system.12 I know I can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing. can I award business to quotes/bids from the previous round? Once you save a new round of Quoting/Bidding. making it available for award. The information from the previous round is enough to save a draft. If you wish to create a draft for a new round. Negotiations with Round Completed are not available for awarding.Oracle Sourcing Help You save it. The draft creator selects the draft and clicks Unlock on the Manage Draft Negotiations page.) Another user removes the lock. the system automatically updates the status of the previous round to Round Completed.1. you are not required to enter any information. 1.) 1. You can save an negotiation as a draft as soon as you get to Step 2. you can delete the draft for the new round from the Manage Draft Negotiations page. What are the differences? You can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing.1.2.2. can unlock draft auctions/RFQ which were locked by other users. You submit it (the draft becomes a valid negotiation in the system). such as the Sourcing Super User. 1.10 If I have saved a draft of a new Quoting/Bidding round.1.9 What is the minimum information I need to enter before I can save a draft negotiation? Enter the information required for Step 1 of the creation process. 1.

1. 1. the requisitions become available again to AutoCreate in Oracle Purchasing.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. The higher the score. breaks. It then ranks the scores for the same item from different respondents based on a Price to Total Score ratio. Scores represent the desirability of that attribute value or range of values compared to other values. or need-by date.1.14 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. As responses are received.2.2. The old Sourcing negotiation number remains on the requisition line until a buyer creates a new negotiation using the requisition. New buyers can then manage the requisitions as needed. Custom attributes having weights and scores are called weighted attributes and require a response.Oracle Sourcing Help RFQs/auctions in Oracle Sourcing Real time bidding. monitoring analysis and RFQs/auctions in Oracle Purchasing Integrated with the item master RFQs can be created by copying from blanket agreements Online Quoting/Bidding possible Spreadsheet Quoting/Bidding possible Suppliers can quote using EDI Buyers and suppliers can negotiate on Buyers and suppliers can create price price elements. Page 21/209 . 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. Weights and scores can be assigned to the custom attributes. Scores are numbers between zero and 100 and are assigned to each possible attribute value or range of values. the more desirable the attribute value or range of values. 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 weight. quantity. the system calculates a weighted score for each attribute response and a Total Score for the item. This allows the buyer to define the relative importance of each attribute by assigning weights to these attributes and scores to expected values for each attribute.

The lowest ratio receives the highest rank. 1. the bidder/supplier must lower the Quote/Bid price for the item and/or submit responses to the weighted attributes that increase the total score for the item.18 How do I invite non-registered supplier contacts to register with the system? If a supplier company has already been defined to your system (using Oracle Purchasing) and you know of any non-registered contacts at the supplier company whom you wish to invite to current or future negotiations. they are allowed to respond in only one currency per response. Though suppliers in a multi-currency negotiation can submit responses in several currencies. 1. In a Multi-Attribute Weighted Scoring negotiation. delivery dates and attributes of an item. However.2.1. Whenever you view the responses you have received.Oracle Sourcing Help 1. It is the ratio of Quote/Bid price of an item to the sum of the weighted scores of all the Quote/Bid values submitted for that item.1. The lowest ratio among competing responses may not offer the lowest price. it offers the best value for the money. A buyer can view bids plotted on a Price to Total Score graph to assist in analysis of quotes/bids.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.17 Can I accept multiple currencies in my negotiation? Yes. the buyer can still award the negotiation to any supplier regardless of the Price to Total Score ratio values. you can invite these users Page 22/209 .16 What is the difference between Price-Only and Multi-Attribute Weighted Scoring RFQs/auctions? In a price-only negotiation. To lower the ratio for an item included in a bid. In both price-only and Multi-Attribute Weighted Scoring negotiation.1. When you create a new negotiation.2. 1.2. the system will automatically convert the responses to the negotiation currency. you can allow bids or quotes in currencies other than the negotiation currency. The winning response is decided based on the buyer's definitions of the relative importance of item attributes. the negotiation currency defaults to the functional currency defined for your operating unit. quantity. The buyer can still award the item regardless of the ratio. reflected in the Price to Total Score ratio.1. however. suppliers can quote/bid on price. In other words.2. the system ranks the supplier only on the basis of price. item attributes can be scored and weighted. but it offers the lowest price per point of score.

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

Select the applications to which the user will have access. Click Register. 1. 1.19 How can I invite suppliers to participate in my negotiation? You can invite suppliers to participate in your negotiation by selecting them from the Supplier Master or by applying predefined invitation lists.2. enter the required information. From the Portal page. On the Register an External User page. acknowledge intent. click "Register a Supplier User. and participate To inform them about the newly updated close time To inform about the extended close date/time newly Early close of an All invitees and suppliers RFQ or auction Extend close date/time of an All invitees and suppliers RFQ or auction Page 24/209 . You receive a confirmation that the new user has been registered. Event Recipient Purpose To inform them that the negotiation is open for previewing or bidding To invite them to acknowledge intent. a buyer with the appropriate authorization can add the company to your Supplier Master).20 What is the purpose of notifications? Who receives them and when? Notifications are used to communicate specific events to users. Invitations are automatically sent to each supplier.Oracle Sourcing Help To register a user yourself: Anyone with the Sourcing Super User authorization. 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.2. can directly register and approve users. 1.1. Search for and select the supplier company name by using the flashlight icon (if the supplier company information does not exist within the system.1. 3." 2.

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. or all a certain Quote/Bid has been quote suppliers in the sealed disqualified RFQ. and the close date. Cancel negotiation a All invitees and suppliers To notify them the negotiation is closed To notify the suppliers that the RFQ or auction has been awarded and how many lines have been accepted or rejected Award an RFQ or All suppliers auction Starting a new Suppliers who are invited To invite them to participate in an round in an RFQ for the new round additional round of negotiation or auction All suppliers from the Starting a new To notify them that they are not previous round who are round in an RFQ invited for the additional round of not invited in the new or auction negotiation round Invitee not acknowledging Supplier intent within the responded allowed time who hasn't To inform and encourage invitee to acknowledge intent to participate 1.Oracle Sourcing Help Disqualify a bid or Supplier whose response To inform the supplier the bid has quote has been disqualified been disqualified All bidders in the open and To inform all bidders/suppliers that Disqualify a bid or sealed auction. When the reminder gets sent depends on the duration of the negotiation.2. Negotiation Duration Reminder Email Sent Equal to or less than One hour after the Preview/Open Date 24 hours Page 25/209 . they receive a reminder email notification once the negotiation has opened for either previewing or responding.1.

2. Once you have completed this spreadsheet. 1. however.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. these new invitees receive reminders at the original time. If the buyer starts another round of negotiation before the reminder time. Such acknowledgments are intended to enhance communication between buyers and suppliers and inform buyers of the potential participation.2. 1.1.23 Can I respond to a negotiation created by someone in my company? No. Bulk loading is also useful if you respond in similar negotiations that occur repeatedly. canceled or deleted before the reminder time. If the negotiation is closed. It is not mandatory to acknowledge your intent before submitting responses. You cannot respond to any negotiation that your company owns. you can upload it to enter your responses into the system to. If additional companies are added before the original reminder time.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. then invitees do not receive a reminder. they receive it at the original reminder time. you can download a spreadsheet which you can complete offline to specify your response information. the reminder is not sent.24 What is the quickest way to respond to a negotiation that has many line items? If the negotiation you wish to respond to contains many line items.1. if they are added after the original reminder time. Otherwise. However.2. then invitees do not receive any reminder. they do not receive reminders.1. you can respond to negotiations created by your company's affiliates. 1. 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. Page 26/209 .

In Oracle Sourcing. you can enter a maximum of 2000 characters.26 How many characters can be entered into the Item Description and the Note fields? For an Item Description field.1.1.2. which includes the purchase order numbers along with other information. click the response number link to view the information on that response including the corresponding purchase order created for that response. 1. On the Negotiations Summary page.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. Page 27/209 . select Award Summary from the Action menu and click Go.2." Select the indicator and specify whether users can override your selection.2.1. You can check your Notifications for the Purchase Order Creation Notification. This displays all purchase orders for a particular negotiation.27 Can the system administrator require buyers to use a certain rank indicator? Yes. and then click "Negotiations Configuration. the negotiation number. you can require a particular indicator be used for all negotiations. For a Note field.25 Can I invite additional suppliers to an RFQ or auction I've already created? Yes. Click the Administration tab. Any user assigned the appropriate job function can add suppliers to an RFQ or auction any time before the close date and time. for example. As the system administrator. you can enter a maximum of 240 characters. 1.Oracle Sourcing Help 1.1. On the Award Summary page. 1. You can also search Oracle Purchasing by entering the original requisition information. You can search for the purchase orders in Oracle Purchasing by entering the negotiation data. access the negotiation whose associated purchase orders you wish to see by entering the negotiation number into the Search Negotiations fields.2.

1. RFQs supports both blind and sealed RFQs.4 “How do I award business in an RFQ or auction”). RFQ is typically used for complex items or services such as made-to-order manufacturing items or construction projects. RFQs enable buyers to collect quotes from suppliers for complex and hard-to-define items or services.3 “How do I respond to a negotiation”). RFQ creation (See Section 2.3 “How do I create and edit negotiation templates”).1 “How do I create an attribute list”).Buyers can monitor real-time quote activity and take appropriate action.3.2.5. Price elements (See Section 2. 4. Buyers analyze the quotes and either award the RFQs or modify the RFQs and open them for another round of quoting.1.1. Page 28/209 .Suppliers view the RFQ details and submit their quotes online.1 “How do I create a new negotiation”).1.4. suppliers are immediately notified of the results via online notifications.2.2. Reusable attribute lists (See Appendix 7. The suppliers' responses to the RFQ allow the buyer to compare quotes and negotiate the best price and specifications for the good or service. 3.5 “How do I use price elements”). RFQ modification or awarding (See Section 2.1.2 “How do I monitor the negotiations I have created”). Steps in the RFQ process include: 1.1. RFQ monitoring (See Section 2.4 “How do I create and edit a reusable invitation list”). Suppliers cannot view competing quotes while the negotiation is in progress. 2. Reusable invitation lists (See Section 2. Once the RFQ is completed. Quote preparation and submission (See Section 5. RFQs typically consist of multiple rounds with competition focused on whether supplier(s) can meet the specific requirements. Once suppliers have submitted an initial round of quotes.2 Getting Started with RFQs RFQs support the full business process to solicit quotes from suppliers. RFQ Capabilities RFQ templates (See Section 2. buyers can review quotes and award the RFQ or submit a modified RFQ for another round of quoting. 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.Oracle Sourcing Help 1.2.

Canceling RFQs (See Section 2.1. Multi-round quoting (See Section 2.1.7 “What are price breaks.4. Page 29/209 .14 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”). (5.5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Purchase order generation Attribute based quoting (See Section 5.7 “What are reusable price elements and how do I create them”).8 “How do I use item attributes and price elements when responding to a negotiation”).4.4.2 “How do I monitor the negotiations I have created”). Real-time status updates Notes and attachments (See Section 6.14 “How do I initiate a new round of responding”).1. Monitoring quote activity in real-time (See Section 2.9 “How do I disqualify responses I receive for an RFI.6 “Why are some RFQs and auctions associated with a sourcing event”).11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2. (See Section 2.4.4. Online or offline awarding capability (spreadsheet awarding). Integration with Oracle Purchasing (See Section 2. Graphic RFQ monitor (See Appendix 7.5.1. or auction”).16 “Why would a negotiation have special terms and conditions”) Quoting online (See Section 5.13 “How do I download a spreadsheet and respond offline”).2 “Glossary”).16 “How do I cancel a negotiation”)and Disqualifying quotes (2.15 “How do I close a negotiation before its scheduled close date and time”). Sourcing Events (See Appendix 7.4. Multiple RFQ styles: blind or sealed (See Section 6.5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”).4 “How do I award business in an RFQ or auction”). Quote comparison (See Section 2. Capture Total Cost (See Appendix 7.3.6 “How do I submit a response online”) and offline (spreadsheet quoting). Manual extend (See Section 2. and how do I use them”). RFQ.Oracle Sourcing Help Price breaks (See Section 2.1.1.2 “Glossary”). Terms and Conditions enforcement (See Section 5.5.

5 What is the most efficient way to create an RFQ with several line items? You can use the spreadsheet functionality to create an RFQ with several items.2 Can I submit multiple quotes per round? If allowed by the quote controls.2. ensuring the integrity of the submitted RFQ items. but quote disqualification is at the discretion of the buyer. 1. This allows you to create your multi-line RFQ quickly.2.3 Can I cancel or retract my quote? No.Oracle Sourcing Help 1. You can contact the buyer who created the RFQ and ask to have your quote disqualified. Quote Currencies Additional currencies in which quotes will be accepted.3. 1. The system validates the data.3. Suppliers can choose the Quote currency in which they will place their quotes.2.2. The Unseal Date is the date when the buyer unseals the unlocked RFQ allowing the suppliers to view the quotes as well. you can upload items using a spreadsheet. In a Multi-Attribute Weighted Scoring RFQ. Page 30/209 .2. 1.3.3 Frequently Asked Questions: RFQs 1. You can prepare your list of RFQ items offline and upload the completed spreadsheet. 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. It is the RFQ buyer's reference and review currency. you can submit multiple quotes within the same round.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.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. 1.3.3.2. but you must enter the weights and scores for an item's scored attributes online. Quotes are converted to the RFQ currency for quote review.

1.2.3. you can invite additional suppliers by using the same process employed during the initial RFQ creation. When Promise Date is an optional response. You can invite suppliers by selecting them from the supplier master list.6 What is the most efficient way to quote on many line items in an RFQ? If an RFQ consists of many line items.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. Once the supplier has provided you the email address.11 Can I invite additional suppliers to subsequent rounds of an RFQ? Yes.3. you can enter a Promise Date to differentiate your response from other competing responses.8 What is the Promise Date. In all other cases. An automatic invitation will be sent to each invited supplier. the Promise Date is required only if the RFQ uses multi-attribute weighted scoring and Promise Date is one of the scored attributes. 1.2. During the upload. 1. This is one of the feature of RFQs and mirrors the general off-line behavior of this negotiation model.3.Oracle Sourcing Help 1.3.10 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.2. and why would I enter one? In an RFQ whose outcome is a standard purchase order. 1. Page 31/209 . you can enter the address in the Additional Contact Email field during negotiation creation. the Promise Date is optional. In an RFQ whose outcome is a blanket purchase agreement.2.9 Is an RFQ always blind or sealed and why? An RFQ is always either blind or sealed. Suppliers complete the quoting process by uploading the spread sheet back to the system. See How do I invite suppliers to my RFQ or auction? for details on identifying contacts. Promise Date is an required field. 1. When creating additional rounds for an RFQ.2. Downloading the RFQ contents allows suppliers to quickly respond.3.2. spreadsheet items are validated to ensure the integrity of the submitted quote. 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. completing multiple item attributes.3.

however. 1. Use the negotiation number in the Search Negotiations fields on the Negotiations Home page to access the negotiation. On the Negotiations Summary page. Once the buyer has unlocked and unsealed the 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 . you cannot see either the name of the respondent or the details of the bid until you unlock the RFQ. you can use the Graphical Monitor to view quotes. select Close Early from the Action menu to close the RFQ.12 In a sealed RFQ.2.3. you can start another round of quoting.14 Can I close my RFQ earlier than the original close time? If you select the Early Close option when specifying quote controls. can I see who is bidding? In a sealed RFQ.13 Why can't I see the graphical monitor in a sealed RFQ? While an RFQ is sealed.3.2. 1. 1.15 How do I start another round of quoting in an RFQ? Once an RFQ has been closed. none of the details are available for viewing by any suppliers. 3.2. Select Start New Round from the Action Menu.3. you can manually close your RFQ earlier than the original close date/time. On the Start New Round page. 1.3.2. 2.Oracle Sourcing Help 1. you can see how many quotes are being placed.

3 “How do I respond to a negotiation”).3. typically a matter of a few days. Prices are established based on actual supply and demand at the time the auction is transacted. Steps in the auction process include: 1. Auctions are typically focused on creating competition between bidders.1.2. Bidders participate in the auction by viewing the Page 33/209 . quantity and item-specific attributes.1 “How do I create a new negotiation”). 2. Auctions enable buyers to solicit bids for goods and services that are clearly defined. Auctions allow real-time interaction to drive dynamic prices based on information that extends beyond price to include lead times.The buyer defines the auction and includes all the auction item information. Negotiations allows buyers to establish either public or private auctions to meet the specific needs of buyers. flexible auction capabilities to buyers so they can efficiently obtain the best possible price for goods and services.4 Getting Started with Auctions Getting Started with Auctions Auctions offer complete. the bidding process moves quickly which results in increased competition. although the close time can be extended manually or automatically based on last minute bids. Responding to the auction (See Section 5.Oracle Sourcing Help 1. such as office furniture or memory chips. Auctions last for a set period of time. Creating the auction (See Section 2. the business terms and conditions and intended bidders. Because most auctions are open for short periods of time.1.16 Can I modify an initial RFQ for the next round? You can modify the following information for each round of an RFQ: Preview date/time Open date/time Close date/time Award date/time Need by date List of invited suppliers Attachments 1.1.2.

bidders are immediately notified of the auction results via online notifications. Sourcing Events (See Appendix 7.2 “Glossary”). bid attribute value(s). Reusable invitation lists (See Section 2.7 “What are price breaks.6 “Why are some RFQs and auctions associated with a sourcing event”).1 “How do I create an attribute list”). Manual extend (See Section 2.7 “What are reusable price elements and how do I create them”). Evaluating and awarding bids (See Section 2. Capture Total Cost (See Appendix 7. Price elements (See Section 2.4.4 “How do I award business in an RFQ or auction”). Monitoring the bid responses (See Section 2.1.1. bidders can view competitive bids during the auction.12 “What is power bid”). If permitted by the auction rules.4.2.1.4.1. Autoextend feature (See Section 2. Price breaks (See Section 2.15 “How do I close a negotiation before its scheduled close date and time”). Auction features include: Auction templates (See Section 2. The buyer analyzes the bids and awards the auction based on the price. 3.1.11 “What are response controls”). Proxy bidding (See Section 5.3. Power bidding (See Section 5.11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2.2.10 “What is proxy bidding and how does it work”).4 “How do I create and edit a reusable invitation list”). Reusable attribute lists (See Appendix 7.1. Attribute based bidding (See Section 5.1.11 “What are response controls”). bid quantity. Page 34/209 .1.1.5. Multiple Auction styles: open. Minimum Bid Decrement/Increment (See Section 2.2.The buyer and all other participants can monitor the real-time activity during the auction and take action as necessary.2 “How do I monitor the negotiations I have created”).Oracle Sourcing Help auction items and submitting bids online.3.1. Once the auction is completed. 4. and how do I use them”). blind or sealed (See Section 6.5 “How do I use price elements”).1.3 “How do I create and edit negotiation templates”).8 “How do I use item attributes and price elements when responding to a negotiation”).

5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Notes and attachments (See Section 6.13 “How do I download a spreadsheet and respond offline”).9 “How do I disqualify responses I receive for an RFI. Monitoring bid activity (See Section 2. (5.2 “Glossary”).Oracle Sourcing Help Canceling auctions (See Section 2. Online or offline awarding capability (spreadsheet awarding).1.2 “How do I monitor the negotiations I have created”).5. Purchase order generation Real-time status updates Bidding online (See Section 5.16 “How do I cancel a negotiation”) and Disqualifying bid (2.1.4.1.4. RFQ. Page 35/209 .4 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”).4 “How do I award business in an RFQ or auction”).6 “How do I submit a response online”) and offline (spreadsheet bidding).5.1.4. Bid comparison (See Section 2. Integration with Oracle Purchasing (See Section 2. or auction”).5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”). Graphic Auction Monitor (See Appendix 7. (See Section 2.

2 What is the difference between Quote/Bid start price and target price? When creating a new RFQ or auction.Oracle Sourcing Help 1.5.5.2. The target price is the price you hope to pay for one unit of an item.5 Frequently Asked Questions: Auctions 1. or task bar options”).2.4 What is the target price used for? The target price is mainly used for internal performance analysis for the buyer.2.5. 1. 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. but only the buyer can see the identity of the bidder. The buyer can also choose to display the target price to the bidders for reference.4 “Why can't I access some pages.1 What are the different auction styles? The buyer can choose from three types of auctions: Open: everyone can see the bid content. 1. The buyer can see the bids once the auction is unlocked. 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.5.5.3 Why isn't there a target price for every item? Target price is an optional value. They have the appropriate function security (See Section 6. Page 36/209 .2. 1.6 Can two people from the same company bid on the same auction? Yes.5. buttons. and 3. Note: Two people from the same cannot quote in the same RFQ. Buyers are not required to designate a target price for every item.1.5 Can someone in my company award an auction that I create? If granted the appropriate authorization. provided that: 1.2. The auction to which they are responding is not owned by their company 2. The bid controls for this auction allow multiple bids per round .2. 1. 1. someone else at your company can award an auction created by you. links. Everyone can see the bid content once the auction is unsealed.2. You can elect to display the target price to participants. you can optionally set a bid start price (quote start price for an RFQ) and target price for every item in the RFQ or auction. All registered users in a company can bid on the same auction.

2.5. or auction has closed. However. RFQ. When you invite a supplier (See Section 2. and your RFQ/auction appears in that supplier's "Open Invitations" list of invitations.9 How do I initiate a new round of quoting or bidding? After your RFI. you might want to send invitations to increase specific suppliers' awareness of your RFQ/auction and encourage participation. 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.Oracle Sourcing Help 1.13 “How do I invite suppliers to participate in my negotiation”) to participate.8 If my RFQ/auction is open to all suppliers. Page 37/209 . After you initiate a new round of responding.1. none of the previous responses submitted are available for awarding.2.5. why would I invite suppliers to participate? For a public RFQ/auction.1. that supplier receives an e-mail notification about your RFQ/auction.7 When two respondents from the same company place bids.2. can they view each other's bid details? Depending on the auction style. you are not required to send invitations to any suppliers. 1. 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.

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

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

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

5. if Bidder B bids triggering a proxy bid for Bidder A and the resulting bid results in the same Price to Total Score ration.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.Oracle Sourcing Help 1. 1. Bid disqualification.5. 1.5. best bid" is selected for a multi-round auction. You can also specify if the autoextend is for the entire auction or particular line items.13 Why are display-only attributes not visible in the Bid Compare page? Display only attributes are used to convey information to bidders. no other user at the same company can bid.2. When the bid control "No .2.11 Can a bidder retract a bid? If a bidder has submitted. the bidder can contact the buyer and ask to have the bid disqualified. is up to the discretion of the buyer.5.5. 1. that is. Manual Extend allows you to manually extend your auction close date/time before the auction closes. 1.2.16 What is a Single Best Bid? A Single Best Bid is a response to an auction that allows only one bid per company.15 How do two bids with the same score get ranked if the prices are the same? The earliest bid gets a higher rank.2. the bidder can only view the resulting Price to Total Score for a bid. 1.12 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. You can specify whether the auction is extended from the original close time or from the time when the winning bid has been received.2. When the buyer hides scores/weights. Bidders cannot respond to display only attributes so there is no value for comparison. Bidder B receives the higher rank because the proxy bid was created by the system after Bidder B's bid.2. once one user at a company responds.5. however. You can also define the total number of auto extensions and the extension period. The response is at the company level. a company can place one bid in each round when being invited to that round Page 41/209 . For example.A bidder must submit a single. AutoExtend extends the duration automatically if new bids are received in the closing minutes of the auction.

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

Supplier A's proxy is triggered to place a new bid of USD 84. Therefore.00 and a proxy minimum of USD 75.2. Supplier B's bid is the winning bid even though the bid price is higher. Page 43/209 .00.2. Supplier B then bids USD 94. you may need to closely monitor Multi-Attribute Weighted Scoring auctions which also use proxy bidding. This bid (94/100) is better than Supplier A's bid (95/90).00) has not yet been reached. Supplier A's proxy is not triggered.00 with a score of 100 for the same item. not just the bid price. You may need to cancel the proxy bidding process to redefine attribute information to improve your price to total score ration. 1.5. Supplier A's proxy will only be triggered again if there is a bid with a price lower then USD 84. he cannot modify any attribute responses to try to improve his score. since proxy bids are generated based only on the price of the competing bid. Supplier identities are never revealed to other bidders. Supplier A places a bid of USD 95. Supplier B then places another bid of USD 92. a proxy bid decrement of USD10. This bid (84/90) is now the winning bid.5. Now Supplier B's bid (92/100) is better than Supplier A's bid (84/90).00.18 How does Proxy Bidding work in Multi-Attribute Weighted Scoring auctions? You can define Proxy Bid parameters with Multi-Attribute Weighted Scoring auctions similar to price-only auctions.00.19 Can a bidder see the names of the other bidders? Bidders cannot see other bidders' identities. a bid can be beaten based on the Price to Total Score ratio without triggering a new proxy bid. but since Supplier B's bid price is still higher than Supplier A's bid price. However. And since Supplier A's proxy minimum (75. For example.00 with a score of 90 for the item. Since Supplier B's bid price is less than Supplier A's bid price.00.Oracle Sourcing Help 1. To avoid these situations.

1. and Buyer's Auctions 2.1. o If you have previously created an RFI.1 Creating Negotiations 2. There are four main steps to creating a new negotiation: o o o o Create Your Negotiation Header (See section 2.4. and buyer's auctions).1.1. and how do I use them in my negotiation”) Invite Your Suppliers (See Section 2. RFIs can be taken to multiple rounds until the buyer has enough information to identify supplier(s) with which to deal. Enter Negotiation Lines (See Section 2.6 “What information must I provide to create my negotiation header”).1.1.1 Creating RFIs. 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.Oracle Sourcing Help 2. 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. You can also create new negotiations quickly by applying a negotiation template.1.1. you can save time by copying an existing RFI/RFQ/Auction.1. the information contained in the RFI can be copied into an RFQ or buyer's auction.1.7 “What are contract terms and conditions. RFQ. At the conclusion of the RFI cycle.11 “What are response controls”) Enter Your Terms and Conditions (If Oracle Procurement Contracts is bought and licensed) (See Section 2. Page 44/209 .9 “How do I add lines to a negotiation”). or auction.1.13 “How do I invite suppliers to participate in my negotiation”). RFIs are used more for gathering information on goods and service provided by a supplier than to lock in particular price information. RFQs. 2.1.1.2 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. You can create a negotiation and save it as a draft before submitting it.1. Help for Sourcing Buyers 2. Define Your Response Controls (See Section 2. RFQs. Therefore.

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

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

The AutoCreated document is assigned a document number. you can use requisition information in Oracle Purchasing to create a draft sourcing document that you can then access and edit. 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. you can search for requisitions according to different attributes such as item or category and include them in a single document. 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.4 How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents? If your Oracle Sourcing system is integrated with Oracle Purchasing.3 How do I use Quick Links? The Quick Links section of the Negotiations Home page provides easy. Simply clicking the link takes you to the page where you initiate the operation. When using AutoCreate.1. AutoCreate uses the requisition information to create a Buyer's Auction or Sourcing RFQ.1. Once you have identified the requisitions in which you are interested.1. You can use this number to access the document in Oracle Sourcing and to Page 47/209 . The table below shows some of the operations available Sourcing Buyers and Sourcing Suppliers by using Quick Links. one-step access to your most commonly performed Oracle Sourcing tasks. The backing requisition information is carried over from Oracle Purchasing and used throughout the creation process.

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

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

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

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

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

Examples might include a supplier's years in business. See "How do I score header attributes?" for instructions on subjective scoring of attributes. See Can I accept responses in multiple currencies? for instructions on allowing additional currencies. Attributes You can define negotiation header attributes to request information from suppliers at the negotiation level. While you can set the precision for unit-prices entered in a non-RFx/Auction currency when you define your currency list. You can also use header attributes to enter information about a supplier or response that is not available to the supplier. During award time. The default is set in Oracle Purchasing Freight Terms The freight terms for your supplier.Oracle Sourcing Help o Payment Terms The payment terms for your suppliers. Click Manage Response Currencies to allow responses in more than one currency. or personnel qualification. customer service or on-time percentage. The ISO standards are used automatically by Sourcing. you inspect the supplier's response and manually enter a value that you think reflects the acceptability of the supplier's response. The possible values and the default are defined in Oracle Purchasing. o Price Precision The number of decimal places allowed for per-unit prices entered in the RFx/Auction currency. for example. See "What are score settings and how do I use them in header attributes?" for information on defining score settings. The default is set in Oracle Purchasing. the precision for amounts is automatically governed by the standards defined by the ISO (International Organization for Standardization). Carrier The freight carrier your supplier should use. This is the buyer's default currency. The precision you set doesn't apply to perunit prices entered in a currency other than the RFx/Auction currency. ownership. o o Currency Shows the default currency for the negotiation. The possible values are defined in Oracle Payables. nor does it apply to currency amounts such as Bid Total or the bid value of Fixed-Amount price elements. Page 53/209 . 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 supplier sees no information on the internal attribute and sees the sum of all weighted attributes as 90. If the attribute type is display-only. Display only attributes merely notify suppliers of additional aspects in which buyers are interested.oracle. Display Target is set to Yes and Maximum Score is automatically set to zero. enter the following fields: Attribute The name of the attribute Group Groups are used to categorize attributes. o Internal Internal attributes can only be seen by buyers. Internal attributes have Display Target set to No. digits). The value type also governs the characters you can enter in the RFQ/Auction Value field. but the supplier cannot enter a response to it. If an internal attribute is weighted. if you select Date. suppliers can enter letters as well as digits. suppliers can only enter digits in date format. Target Value Page 54/209 . If no group is chosen. if an attribute is internal and has a weight of 10. Number (digits with decimals allowed). o o Optional Suppliers do not have to respond to this attribute. participants can only enter digits. new internal attributes can be added while the negotiation is in progress. For example. 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. Required Suppliers must respond to this attribute. Attribute Type Attribute Type describes how the attribute is used within the negotiation. If unweighted. If weighted. the total weight value seen by the supplier will not add up to 100. the attribute is assigned to the default group. If you select Text.. 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. The default group is set by the Sourcing Super User.com). Note: Text is the most flexible value type. Values can be: o Display Only The attribute is displayed to the supplier. If you select Number.Oracle Sourcing Help To create a header attribute. Date (numbers in date format).

Page 55/209 . Maximum Score Accept the default or enter the maximum value that can be entered for this attribute. Delete You can delete this attribute by clicking the trash can icon. effectively "unweighting" that attribute. Though suppliers in a multi-currency negotiation can submit responses in several currencies. To define your currency list and currency exchange rates: 1. If one attribute is weighted. you can accept responses in currencies other than the negotiation currency. 2. Display Target Indicate whether you want suppliers to see your Target Value . For example. the system will automatically convert the responses to the negotiation currency. Weight Weights are used to indicate the relative importance of header attributes. click Manage Response Currencies.1.1. all must be weighted (although the weight can be 0. The sum of weights for all header attributes must add up to 100.7 Can I accept responses in multiple currencies? When you create a new negotiation. Whenever you view the responses you have received. they are allowed to respond in only one currency per response. the negotiation currency defaults to the functional currency defined for your operating unit. Notes and Attachments o Note to Suppliers You can add a note to the supplier by entering it in the text box. There is a system default defined by the Sourcing Super User. but this can be overridden by specifying a default value on the score settings page. However. This column is only displayed if weights are enabled as part of the Scoring Settings. On the Create Header page. an attribute with a weight of 25 is half as important as an attribute with a weight of 50. This note appears on the negotiation summary page and can be viewed by suppliers. o Attachment Click Add Attachment to browse for an attachment to assign to this negotiation.Oracle Sourcing Help Enter a target value for the header attribute (for example: 30 or more years in business).

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

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

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

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

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

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

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

Search and select a job from the Job menu. 9. 2. and Category will default according to the Job you select. On the Lines: Create Line page. 4. 5. Page 63/209 . click Select Price Break Settings and ensure it is not set to None. 10. To define a temporary labor. Specify how price differentials are to be used within the negotiation (for example.Oracle Sourcing Help 2. 11.1. Unit of Measure and Category will default according to the Job you select. To define a temporary labor. 7. make sure you select a temporary labor. Finally. Create attributes as needed to solicit additional information for this line. 6. 5. 8. if appropriate. make sure you select the Global Agreement checkbox. Search and select a Job from the Job menu. General services fixed-price lines use a negotiation outcome of standard purchase order. Finally. 6. Enter your price breaks including Price Differentials. fixed-rate line type. For temporary labor line types. Continue defining the remainder of the negotiation. rate-based line: 1. Create attributes as needed to solicit any additional information for this line.1. The Description. You can include services-related lines with regular amount-based and goods-based lines. and specify the differential associated with this price type. or click Load from Spreadsheet to upload a previously completed spreadsheet file containing all the line information On the Lines: Create Line page. is a response to the price differential required) Select the price type (for example. The Description. From the Add Line menu on the Create Lines page. ensure that you choose Blanket Purchase Agreement as the negotiation outcome for temporary labor line types. Also. add any notes or attachments to the supplier. Job Details. 4. and click Go. vacation). Job Details. 2. 3. make sure you select a temporary labor. and then click Go. rate-based line type. add notes or attachments to the supplier. fixed-price line: 1. Follow steps 1 and 2 above. 3. If you need to specify price breaks. Enter values in your price fields if necessary. 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. select Online to continuing entering your line description online.

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

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

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

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

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

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

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

3. On the results display. 2.2 Templates.2. but also to other features and performance characteristics of each line. Page 71/209 . These attributes may either require a response or no require a response from the supplier. Once you click Publish.1. edit. On the Create: Header page. See How do I create and edit negotiation templates? for instructions on creating negotiation templates. or auction) to create a new document of the same type. the Submit button changes to Publish. Approvers will receive notification that they need to approve the amendment. The buyer can define unique line attributes. you can submit the amendment for approval by clicking Submit for Approval on the review page. You can save the amendment as a draft at anytime during the creation process if you click Save Draft. You can add to. 4. no new responses can be received on the previous negotiation. and how do I use them? Line attributes enable a buyer to define multiple line-specific attributes. Click the appropriate link under the Create area of Quick Links on the Negotiations Home page. Search for and select the template you want to apply. Spreadsheets and Lists 2. If you have approvers identified on the Collaboration Team on the Create Header page.2. or delete any of the negotiation information provided by the template by proceeding through the steps of creating a negotiation. and delivery. To use a sourcing document template: 1.Oracle Sourcing Help 7. Draft amendments are available on the Negotiations Home page if you click Drafts in the Manage Quick Links section.1. 8. 2. allowing respondents not only to respond to the price. the buyer can score attribute values to indicate the relative preferability of different responses. When creating a negotiation. quality. All suppliers will be required to acknowledge the amendment and resubmit their responses to be eligible for award.2 What are line attributes and attribute lists. You can review the new changes compared to the current active negotiation by clicking Review. click Apply Template. select the template and click Apply to create a new negotiation with this template.1. Line attributes can then also be weighted to indicate the relative importance of a single attribute among the other weighted attributes. Once approved (or if approval is not required). 2. RFQ.1 How do I use negotiation templates? You can use a document template of a specific type (RFI.

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

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

6. 2.1.2. Click "Invitation" under the Reusable Lists area of Quick Lists on the Negotiations Home page. If the supplier you selected has multiple sites defined in the system. The value specified in the spreadsheet. Page 74/209 . 2. On the search results page. you can choose a specific supplier site to associate with this list (Supplier Site is another term for Address Name). When you are finished.2. and access as appropriate. If the template and spreadsheet have conflicting category values. Click "Add Suppliers. Search for the list you wish to update. click Submit." then search for suppliers to add to your invitation list. On the Edit Invitation List page.5 What happens to the item category when I create a negotiation by applying a template and using spreadsheet upload? A buyer can apply a predefined template to the RFQ or auction in creation Step 1 and then use the item creation by spreadsheet capability to upload details on multiple items in Step 3. update your list description. 3.1. 7. For a supplier with multiple sites. If you wish to add more suppliers to your list. click "Add Suppliers" again and follow the perceiving instructions. 5. any attributes/price elements defined for the template are added to any attributes/price elements you define via the spreadsheet. then click Edit. you can add an entry for each site for that supplier if you choose. 2. You can also add or delete suppliers. Select the supplier(s) and click Add to Invitation List. 4. When you have finished adding suppliers. click Apply. status. If you are have the Manage Invitation Lists job function. find your list. and manage public invitation lists.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. 8. you can edit public lists. 5. the system uses the following hierarchy to determine which category value to use: 1. The value defined for the RFQ/Auction template. To edit an invitation list you have created: 1. including change the access and status. 4. or 2.Oracle Sourcing Help Sourcing Super Users or users with the Manage Invitation Lists job function can create. edit.

and item B with two attributes/price elements. then bidders must enter the mileage of any bid. The attribute(s) are added to that line only. and 2) the details that a participant should provide when responding to that negotiation line. Line attributes define 1) unique specifications that you set for a negotiation line. For example. and why would I add them to my negotiation lines? When you add a line to a new negotiation (RFI. and Price Breaks 2. using an attribute to define this specification calls attention to the specification." "style. and your spreadsheet upload includes two items. For example. Line attributes can call attention to industry-specific characteristics. Adding these as required item attributes that are displayed to bidders can customize your negotiation items to your specific industry. if there are three attributes/price elements for your template. When the buyer adds the line (vehicle) to the auction.3.Oracle Sourcing Help For example.3 Item Attributes.1.2 How do I add line attributes to my negotiation? You can add multiple line attributes to any line in your negotiation. item A with four attributes/price elements. For more information about how to add line attributes to your negotiation items. Price Elements. Attribute Scoring.000 miles on the odometer. the attribute/price element specified on the spreadsheet 2.1 What are line attributes. the buyer can add an attribute called "mileage" to specify that the bid item must have fewer than 12. Page 75/209 . the attribute/price element specified by the template. In addition.3.1. and do not apply to all lines in the negotiation. the precedence is: 1. auction). retail industry negotiation items can include such attributes as "color. the result of applying the template and then uploading by spreadsheet is that item A now has seven attributes/price elements and item B has five attributes/price elements. 2. Line attributes 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." and "SKU number. see "How do I add attributes to my negotiation lines?" 2. RFQ. a buyer can create an auction to buy a fleet of 12 vehicles for a delivery service. While the buyer could enter this information in the auction line description.1." Metal industry negotiation items can include "grade of metal" as an attribute. if the buyer marks this attribute as required. If there are duplicate attribute/price elements between the template and the spreadsheet. you may choose to add one or more line attributes to that line.

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

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

When the page refreshes. and you do not wish to use the default. To enter a line attribute. navigate to the Attributes table and click Add Another Row. Grade). o Attribute Type Page 81/209 . *Indicates a required field: o *Attribute (up to 240 characters) Name your line attribute (for example: Mileage. However you may want to consider supplier responses to other line attributes in addition to price being offered when determining the best response. 4. o Group Select one of the predefined attribute groups. 3.4 How do I define weighted attributes and scores for my negotiation lines? Generally the winner of a negotiation is the supplier who offers the lowest price. Groups are used for categorizing attributes. use the instructions in "How do I add lines to a negotiation"? to enter the line data and other required and optional line information. enter your line attribute information.53 2. Select Online from the menu and click Go. PPM Defect Rate. 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. On the Create: Lines page. To use weighting and scoring when defining a negotiation: 1. The system can then include the suppliers' responses to your line attributes when calculating the best response. On the Lines: Create Line page. Select a ranking method if the Sourcing Super User has set the system up to allow you to change ranking methods. See "What information must I provide to describe my negotiation header"? After you have defined the negotiation header. click "Lines" in the navigation bar in the top left hand corner.3. Make sure you select Multi-Attribute Scoring from the Ranking menu.1. 5. 2.Oracle Sourcing Help Price $300 Total Score: (100 * 50) + (50 * 30) + (100 * 20)/100 = 85 Price to Total Score Ratio = 300 / 85 = 3. See What are line attributes? for information about defining line attributes. You can accomplish the by specifying weighting and scoring values for your line attributes.

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

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

the system will assign weights as equally as possible. You must be assigned the Create Reusable Price Element Lists job function to create these lists.Oracle Sourcing Help o To set the weights for all attributes equally. Buyers can specify when they create the negotiation how much they anticipate paying for these additional costs. or discrete costs such as shipping fees. Click the Price Element link under Reusable Lists on the Quick Links section of the Negotiations Home page. for example. you can apply that price element list to any negotiations (RFQs or auctions) containing items to which those price elements are applicable. Identify hidden activities or "cost drivers" to facilitate improved analysis and decision-making. 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.5 How do I use price elements? Price elements allow a buyer to identify additional costs associated with a particular negotiation line. Price elements allow you to: Identify suppliers with the lowest total cost per line not just the lowest item price. 2. the supplier's response values for fixed-amount type price elements cannot be converted to a unit price. To create a new price element list: 1. You can create new price element lists or edit existing lists. Take into account any additional costs or charges when considering outsourcing a project. Once you have created a price element list. 2.6 What are Reusable Price Element Lists. Or you might create a list that identifies additional services such as consulting or training that will be required by a particular negotiation item.1. which is required to compute a total unit price.3. Page 84/209 .3. click Equalize Weights. 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. Such costs could include services such as training or consulting. If there are an odd number of attributes. freight charges or import duty fees. For example. This is because in the absence of a line response quantity. Note: If the negotiation outcome is a blanket purchase agreement.1. the supplier's response prices to the price elements will not be rolled up into the line total price. These costs can then be negotiated between a buyer and supplier just like the item price.

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

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

On the Line: Create Line page. 2. For each line. given the price break structure defined in the table above. However. the break accumulates as the quantity increases. If a line's price breaks are cumulative. You can specify what the supplier's response to the price break should be. 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. Click Select Price Break Settings to access the Create line: Select Price Break Setting page. Supplier 1 is the best response. For example. Click Select Price Break Settings. 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 buy 550 PC keyboards. To enter price breaks: 1. the system will identify Supplier 2 as the best response. you can only define price breaks on goods-based line items. 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. define your negotiation line normally. the effective date values are not available for price break usage. Additionally. Page 87/209 . 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. or your can restrict them to only offering price responses to the price breaks you define. You can control the ability of your supplier to respond to your price breaks.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.

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

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

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

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

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

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

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

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

2.1. you can click Apply and Create Another. Using contract terms is an easy way to create and maintain standardized contract text which can be customized as needed. click the Copy icon at the right of the page. and how do I use them in my negotiation? If Oracle Procurement Contracts is installed and licensed. 5.7 What are contract terms and conditions. You need the Manage Contract Terms responsibility to create and maintain contract terms on negotiation documents. After you have finished defining your deliverable. or auction). You need the Contracts Terms Library Administrator responsibility to create and maintain clauses and contract templates in the Contract Terms Library. Search for the negotiation you want to copy. click Contract Terms in the navigation bar at the top left side of the page. You can copy an existing document to create a new document of the same type (RFI. On the Create Negotiation page. To apply contract terms to your sourcing document: 1. 2. You can click the negotiation number to see details about the negotiation.1. You can use contract terms to specify legal and other requirements for your negotiation. Once the page refreshes. click Review. To copy an existing negotiation: 1. conditions.4. click Apply. RFQ. you can define your next deliverable. If there are multiple deliverables to define. This includes any contract clauses or deliverables (terms. you can create contract terms and apply them to your negotiation. Once you have found the negotiation you are interested in. Note that you will have to specify new Open Date and Close Date values 6.6 How do I copy a sourcing document? You can copy sourcing documents that you or any other users in your organization have created. then click Submit for Approval if approvers are specified for this negotiation. Click "Copy" under the Create section of Quick Links on the Negotiations Home page. and deliverables are available if Oracle Procurement Contracts is implemented). When you have finished creating your new negotiation. Edit your new negotiation by continuing through the creation steps. Verify your negotiation information.Oracle Sourcing Help 6. 4.4. Clicking Copy places you on a new Create Header page with the existing information inserted. Note that most of the information you defined previously is carried forward into the copy. otherwise click Publish to open it for responding. Page 96/209 . 2. 3.

Once the new draft negotiation has been created. continue by either clicking Suppliers to define a supplier invitation list. 4.4. 6. click the requisition number link. When you have completed your contract terms. On the Requisition Summary page. Click Apply Template. After you have created your header by adding a title (and adding/modifying any other information) clicks Lines in the top left navigation bar. For example. Or you may need the name of a contact who can answer questions you have about the negotiation line.8 How do I view the backing information for lines AutoCreated from Oracle Purchasing? You can use the AutoCreate feature of Oracle Purchasing to use existing requisition information in Oracle Purchasing to create an RFQ or auction in Oracle Sourcing. You can add. See the Oracle Procurement Contracts online help for instructions on modifying clauses. Select Validate from the Actions menu to verify the validity of the contract terms you are defining. 2. Along the way. and possibly inviting suppliers.1. delete or modify text. click the requisition number link to view detailed information on the line. 3. 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. adding any additional lines. 5. 2. you may need to view the demand linked to a particular negotiation line. To view the backing requisition information during negotiation creation: 1. specifying negotiation controls. This includes all the other tasks such as creating your header. The Requisition Line Details page displays information in the following areas: o Requisition Page 97/209 . you can access it and continue creating your negotiation. The Create Lines page displays any lines AutoCreate created using requisitions in Oracle Purchasing and allows you to create additional lines if necessary. 4. search for and select a contract template from the list of values. On the Create Contract Terms page. For AutoCreated lines. you must correct them and validate again. or clicking Review to inspect the negotiation prior to publishing it. You can see this line information on the View Requisition Line Summary display. and then click the Details icon.Oracle Sourcing Help 2. You can edit the clauses applied by the template as needed. 3. If you receive any error messages. 5.

This takes you to the Requistion Detail page. 2. For the line whose requisition information you wish to view. 2.4. the quantity and unit of measure defaults to the values defined by your administrator and is display only. For example. and some team members may be required to approve the final document before delivery to potential suppliers. This takes you to the Requisition Summary page. The possible values are defined in Oracle Purchasing. Each member can be assigned specific tasks. buyers can nominate collaboration team members to participate in the creation and administration of the sourcing document. Such tasks could include defining the item attributes.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: 1.1. but more of a service or activity. Buyers can optionally grant full access to some team members while restricting others to read-only access. From the negotiation summary page. click the Lines subtab. awarding business to supplier. inviting additional suppliers. you might need to negotiate training or consulting services. 2. Such activities can be negotiated by using amount based line types. 3.4. you can specify that an item is amount based by selecting an amount based Line Type value. Click the number link in the Line column. Access the negotiation. Page 98/209 . 4. and creating document outcomes. and how are they used? Sometimes the item you need to negotiate is not a number of discrete units.10 How do collaboration teams work? When creating a negotiation. This includes the entire life of the sourcing document from the initial creation to the award process.9 What are amount based line types. When you create a negotiation. If you select a line type that is amount based. A category value may also appear if your administrator has defined a default category for that line type.1. click the number link in the Requisition column.

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

4. See How do collaboration teams work? for more information on collaboration teams. and if so. meaning they can view but not update the document throughout its lifecycle. Execution against global agreements can be performed by multiple local operating units. selected members can be assigned specific tasks which they must complete.1. There are three possible security levels a buyer can select: Public The document can be viewed by any other buyers in the buying organization. when the target date is. Also. and how do I use them? Global agreements allow buying organizations to negotiate pricing and define agreements on behalf of a shared central environment. Other members can be selected as approvers of the document. Security Levels and Collaboration Teams The use of collaboration teams allows document creators to select a number of collaborators for the document creation and administration and define flexible security rules that can apply to each collaborator. and the Security Hierarchy members defined in Oracle Purchasing for that document type. Global agreements: Page 100/209 .4.1. For example. the creator's manager. some collaborators can be defined as having read-only access. All members identified as approvers must approve the final version before the document can be published. the creator's manager. 2. 2.Oracle Sourcing Help If that member has been assigned a task. members of the document collaboration team (if any). Private The document can be viewed only by the creator.13 What are global agreements.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. Hierarchy The document can be viewed only by the creator. This is in contrast to a regular blanket purchase agreement which can exist only within the realm of a single operating unit. and members of the document collaboration team (if any).

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

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

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

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

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

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

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

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

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

5. Open the file up and use the instructions in the readme file (the . You can then enter different assumptions into the system and have it calculate which response is the best. For each (non-amount-based) line in your negotiation. and how do I use them? Price breaks allow you to negotiate line prices with your supplier based on characteristics of your order. 3.Oracle Sourcing Help Scoring negotiations to determine the best overall total cost. 2. Or you may be willing to pay more per unit if your supplier can ship the order to a special location. select Analyze by Spreadsheet from the Actions menu and click Go. On he negotiations summary page. 4.8 What are price breaks. Click Export. 1. As long as you have not closed the negotiation. Your level 1 price break Your offered price $20 Supplier Response $19 1's Supplier Response $19 Page 110/209 2's . you can use the spreadsheet download feature to export the response information for analysis offline. To download responses via spreadsheet for analysis: You can use the spreadsheet download feature to perform many tasks offline. Once the negotiation is closed.htm file) to process the spreadsheet. You can use AutoAward to quickly generate a benchmark against which other ranking methods and scenarios can be compared. you can download a spreadsheet with which to make award decisions. you can define as many price breaks as are appropriate. For these price breaks. you may expect to receive a discount from your supplier if you buy a large quantity of units.3. Download and save the file. The first offers a price of 19$ per unit if buying more than 100. The second offers a price of $18 a unit if purchasing over 500. select: which type of files to download. You then set up two quantity-based price breaks. On the Analyze by Spreadsheet page. You specify 20$ as your start or base price. The AutoAward Recommendation page displays the response(s) that AutoAward has decided best fit the negotiation requirements. 2. or by a certain deadline. For example. Your suppliers respond to your negotiation specifying their responses to your price breaks. you receive the responses shown in the table below. Example: Assume you are purchasing PC keyboards. select View AutoAward. From the negotiation summary page for this negotiation. and you may specify several quantity levels and the prices you are willing to pay at each.

For each line. For example. you will not be able to negotiate on effective dates. To enter price breaks: 1. define your negotiation line normally. If a line's price breaks are cumulative. 3. or your can restrict them to only offering price responses to the price breaks you define. you will not be able to enter price breaks. otherwise select optional. if you buy 120 PC keyboards. the system will identify Supplier 2 as the best response.Oracle Sourcing Help 100 500 $19 $18 $18 $15 $17 $16 Once you have entered your price break values and your suppliers have responded to them. Be sure it is not an amount-based line type. 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 select Non-Cumulative. 2. If the price breaks are cumulative. You can allow suppliers to respond with new price breaks of their own as well as edit any price breaks that you suggest. Setting Up Price Breaks You can only define price breaks for documents with an outcome of blanket purchase agreement. if you buy 550 PC keyboards. You can control the ability of your supplier to respond to your price breaks. Select Required to force to supplier to respond to the price breaks you define. you can only define price breaks on goods-based line items. Additionally. the break accumulates as the quantity increases. the effective date values are not available for price break usage. 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. However. Also select either Cumulate or Non-Cumulative. Click Select Price Break Setttngs. Supplier 1 is the best response. On the Line:Create Line page. You can specify what the supplier's response to the price break should be. given the price break structure defined in the table above. Page 111/209 .

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

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

Under the Your Negotiations at a Glance section of the Negotiations Home page. you entered an award date. On the Extend RFQ/Extend Auction page. On the negotiation summary page. these dates will also be extended by the same number of days that you extend your negotiation if the dates are scheduled to occur before your extended close date. and you extend that auction for 7 days. 2. when creating this negotiation. To manually extend your negotiation: 1. Click Apply. 4. If. click the negotiation number for the negotiation you wish to extend. If your negotiation is not displayed. your new close date is January 22.11 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/or long-term agreement dates. 3. Enter a new close date and time. For example. If you don't see the negotiation. follow the instructions to add new suppliers. Additionally. 6. On the Invite Additional Suppliers page. click the negotiation number link for the negotiation to which you wish to add additional suppliers. To add suppliers to a negotiation: 1. if your negotiation includes a January 15 close date and a January 20 award date. You cannot manually extend your negotiation after it has closed.3. 2. click Full List. However. A notification will be sent to all participants. click Full List. Click Apply. Page 114/209 . Under the Your Negotiations at a Glance section on the Negotiations Home page.10 Can I invite additional suppliers to a negotiation I've already created? Any user assigned the appropriate function can add suppliers to a negotiation any time before the negotiation closes. and your award date remains January 20. need-by date. 2. your new close date is January 18. You can also enable AutoExtend or modify your AutoExtend settings if you wish. if you extend that auction for only 3 days. select the Extend RFQ/Extend Auction option from the Actions menu and click Go. specify a new close date and time.Oracle Sourcing Help 2. 3.3. Select Add Invitees from the Actions menu and click Go. 5. and your new award date is January 27. you cannot extend an auction after its first AutoExtension has been triggered.

Oracle Sourcing Help How do I change my auction's AutoExtend settings while the auction is in progress? You can initially set your auction's AutoExtend settings while defining bid controls. you can still enable AutoExtend (if not enabled initially) or modify your initial AutoExtend settings after the auction opens for bidding if you selected "Allow manual extend when negotiation is open" while setting the bid controls. You cannot enable or modify AutoExtend settings for an auction that is in a preview period or has closed for bidding. Once you have made your changed. To change your auction's AutoExtend settings: 1. If your auction enters AutoExtend mode.12 How do I change my auction's AutoExtend settings while the auction is in progress? You can initially set your auction's AutoExtend settings while defining bid controls. 3. However. you can still enable AutoExtend (if not enabled initially) or modify your initial AutoExtend settings after the auction opens for bidding if you selected "Allow manual extend when negotiation is open" while setting the bid controls. On the negotiation summary page. review your current AutoExtend settings (if any). but you cannot change any other AutoExtend settings. you can change the number of times that the auction can AutoExtend. but you cannot change any other AutoExtend settings. However. 4. click the number for the negotiation whose AutoExtend values you wish to change.3. or upon receipt of a new winning bid). 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. On the Extend Auction page. click Apply. you can change the number of times that the auction can AutoExtend. select the Extend Auction option from the Actions menu and click Go. You cannot enable or modify AutoExtend settings for an auction that is in a preview period or has closed for bidding. You can also review and extend your auction's scheduled close date and time. 2. 2. Under Your Negotiations at a Glance on the Negotiations Home page. You can modify the following AutoExtend options: o o o o Lines you want to AutoExtend (AutoExtend all lines. Page 115/209 . If your auction enters AutoExtend mode.

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

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

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

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

the responses to your negotiation do not meet your needs. 3. The system notifies all the invitees and participants of the cancellation. If desired. Respondents are notified that the sourcing document has been amended and are required to review their previous response and resubmit it in accordance with the amendment. Also the line requirements have changed.17 How do I create an amendment to a negotiation? After publishing a negotiation. select the Close Early option from the Actions menu and click Go. 4. For example.3. If you do not see the negotiation.16 How do I cancel a negotiation? Sometimes. Click Apply. To close your negotiation early: 1. 4. 2. or the items are no longer needed. On the Cancel page. In any of these cases. 2. 1. On the negotiation summary page. or the terms of the responses are not acceptable. select the Cancel RFQ/Cancel Auction option from the Actions menu and click Go.15 How do I close a negotiation before its scheduled close date and time? You can close a negotiation early only if you set your response controls to allow a manual close. On the Close Early page. Under the Your Negotiations at a Glance section of the Negotiations Home page. if no preview date/time was specified) and before the close date/time.Oracle Sourcing Help 2.3.3. On the negotiation summary page. the buyer can update information defined in the document if necessary. click the negotiation number for the negotiation you wish to close. enter the new date and time you want to close the negotiation or choose to close it immediately. Page 120/209 . 2. Under the Your Negotiations at a Glance section of the Negotiations Home page. This update is called an amendment. Note that you cannot manually close an auction after its first AutoExtension has been triggered. 2. This note is included in the notification that will be sent. click the negotiation number for the negotiation you wish to cancel. you may wish to simply cancel the negotiation. enter a note to your suppliers. 3. Click Apply. there may have been too few responses. Amendments can be created anytime after the preview date/time (or open date/time. you can enter a text note to participants explaining why you are canceling the negotiation. click Full List. 5.

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

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

click the entry in the Deliverable Name column. 4. a detailed project plan. To see information on the negotiation to which the deliverable is assigned. click the entry in the Document Number column.Oracle Sourcing Help To view the approval status of a negotiation: 1. See the Alert column for important information on the deliverable's status. The Award Approval History page shows who has approved your award recommendation and the approvals remaining in the approval chain. some of which will require deliverables. To update the information on a deliverable. you may have many negotiations in progress. 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. 2. To view and update your deliverables: 1. You can easily view the status of all your deliverables. Click "Deliverables" under Manage in the Quick Links section of the Negotiations Home page. If Oracle Procurement Contracts is installed and licensed. 2. At any point in time. or add a new attachment. For example. click the Update icon. Select View Award Approval History from the Actions menu. On the Update Deliverable page. When you are finished updating the deliverable information. you can create and manage deliverables for your negotiations. or delivery schedule before the buyer will consider finalizing a contract with that supplier. On the Manage Deliverables page. 3.3. 5. 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. a buyer may ask a supplier to provide copies of personnel certification. Modify or delete an existing attachment. scroll if necessary to find your deliverable. This allows you to quickly pinpoint any negotiations that are at risk because a deliverable has not been provided. Navigate to the summary page for the negotiation 2. click Apply. Page 123/209 . enter enough search values to restrict the results to the deliverable(s) in which you are interested. o o o To see information on the deliverable.

To see details about a particular response.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. 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). In addition. Note: You will always be able to unlock and unseal an RFQ/auction you have created. click "Return to Negotiation Summary. other users from your company who have the appropriate function security can also unlock and unseal your RFQ/auction. The resulting page shows details about the response.4 Awarding Negotiations 2. 3. 2.Oracle Sourcing Help 2. respondents in the RFQ or auction cannot see other quotes/bids until the buyer also unseals the RFQ/auction (although the identity of other suppliers is revealed to the suppliers in an auction). On the negotiations summary page. 4.4. 2. 2. The Quote/Bid History page displays the responses the negotiation has received. 2. Page 124/209 .4. 3. On the Confirmation page. From the Your Negotiations at a Glance section of the Negotiations Home page. You can award an individual line to a single supplier. In addition. click the number link in the Quote/Bid column. select Unlock from the Actions menu and click Go. On the negotiation summary page. Additionally. You can divide an individual line among multiple suppliers. select View Quote/Bid History from the Actions menu and click Go. Select Unseal from the Actions menu and click Go. You can accept and use the decisions generated by the AutoAward feature. click the negotiation number link of the negotiation you wish to see. An RFQ/auction can only be unlocked and unsealed after it is closed. Close the negotiation if it is still open.4. you can make your award decisions.1 How do I view the responses I have received? 1.3 What are the different methods I can use when performing awards? Once you have closed your negotiation and analyzed the responses you received. To unlock and unseal an RFQ/auction: 1." 4. an RFQ/auction cannot be awarded until it is unlocked. There is an entry for each supplier who has placed a quote/bid in the negotiation.

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

Oracle Sourcing Help Page 126/209 .

To award multiple lines to a supplier: 1. On the negotiations summary page. Once the negotiation is closed. Click Save Award. Select Award by Line to award each line to its own supplier. or. Note that you can select multiple suppliers on this page.Oracle Sourcing Help 2. or award each line its own supplier. you see the response information on the supplier(s) you selected in the previous step. Click Award to identify the supplier to whom you are awarding the negotiation. select the supplier and click Award. you can manually close the negotiation prior to its specified close date/time. On the Award Multiple Lines page. You also see entries for every Page 127/209 . 2. If you selected multiple suppliers. select the supplier(s) to whom you wish to award the negotiation lines and click Award Multiple Lines. To award the entire negotiation to one supplier. you see the information on the negotiation and any responses it has received 3.4. On the Award by Quote/Award by Bid page. All lines to which the supplier responded are awarded to that supplier. Or select Award by Spreadsheet to download the responses to a spreadsheet file and enter your award decisions there. you see the response information for the supplier(s) you selected in the previous step. 3. 1. Any lines to which the supplier did not respond are not awarded. you can begin awarding business. On the Award Quote/Award Bid page. 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. 1.4 How do I award business in an RFQ or auction? There are several ways you can award business for a negotiation. 2. You can wait until the negotiation reaches its specified close date/time. From the Action menu. Once you have selected the action. select Award by Quote/Award by Bid to award an entire negotiation or multiple lines of a negotiation to the same supplier. you see all the suppliers who responded to your negotiation. 2. You can award the entire negotiation to a single supplier. click Go. award multiple lines to the same supplier. Access the negotiation you wish to award. their responses are displayed side by side for easy comparison. Note: The auction or RFQ must be closed for responses before you can award business. Note also that you can change the shortlist status of a supplier on this page as well. You can enter award decisions at the supplier level or the line level. On the Award by Quote/Award by Bid page. if the negotiation controls allow it. This provides flexibility and allows you to quickly enter award decisions. To award an entire negotiation to a supplier: 1.

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

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

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

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

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

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

you select one of the criteria mentioned above from the drop down menu.5. The Your Negotiations at a Glance display shows all negotiations you created in order of time left before their close date/time. item category. Enter search values for as many search fields needed to qualify your search. One may still be in its preview period. select the type of search from the "Search Negotiations" menu. 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. 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 may have several negotiations that are in different states. Page 138/209 . event. or supplier. title. security level. creator. You can use any combination of these search criteria to reduce the number of results you receive. To perform an advanced search. When using the advanced search. status. and a last closed and being awarded. 2. To see the complete list of negotiations you created. you can click the negotiation number link to go to the negotiation summary page to see details of the negotiation. another open and being responded to. 1. and click Go. click Advanced Search. and task number. From the Your Negotiations at a Glance display. These include number. You can select one of two search methods: simple and advanced. When using the simple search method. supply a search value. click Full List. These include those mentioned above as well as type. You can click the responses link to go to the History page where you can see the details of any responses. project number. on the Negotiations Home page. For others you enter values. To perform a simple search. To perform a search. you enter search values for multiple search fields. item.5. For some fields you select menu options. enter a value for the search criteria in the Search Negotiations fields at the top of the Negotiations Home page.1. A common task is monitoring and administering all these different negotiations. style. All these negotiations can be viewed and accessed from the Your Negotiations at a Glance section of the Negotiations Home page.Oracle Sourcing Help 2.1 Searching for your negotiations in which you are participating: At any point in time.1. Note that the display shows only a limited number of negotiations. specify a search value and click Go.

5. you can use % as a wildcard. To search for and manage a draft negotiation: 1. you can send invitation notifications to particular suppliers inviting them to participate in the negotiation. Click Review and Submit to publish the draft. 2. 2. You can use % as a wild card value 3. When you are finished. Scroll through the Results: Negotiations display until you find the correct negotiation.5. 2.Oracle Sourcing Help When entering values. 2. the Supplier Master. click Unlock to access it. select a search type from the menu. and proximity to open date (specified as the number of days outstanding).1. 5.3 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. for example.1. approved or new). Scroll through the Results display until you see the target draft. o You can search the Approved Supplier List to identify suppliers who sell a particular item or commodity. You can search on negotiation number. Click Edit to update the draft. You can identify the suppliers you wish to notify by searching information in the Approved Supplier List. o o On the Search and Select: Suppliers page Page 139/209 . 4. You can search the Supplier Master to identify suppliers who meet certain criteria. and click Go. as well as information provided by the supplier company itself. Enter your search values. You can search both the Approved Supplier List and the Supplier Master at the same time. You can also search the Approved Supplier list for suppliers of a particular status (for example. You will also search for suppliers to add them to reusable invitation lists and/or negotiation templates. click Go. negotiation creator. Click the Manage quick link under Drafts on the Negotiations Home page. Select the draft and continue processing. On the Manage Draft Negotiations page. minority-owned or small business. Click the Number link to go to the negotiation summary page where you can see information on the negotiation. negotiation title.4 Searching for suppliers: When creating a negotiation. Click "Responses" to go to the negotiation History page where you can see information on current responses. If the draft is locked.

select the correct item and click Select. The category value defaults according to the item you select. You are returned to the create page with the category value inserted in the Category field. To search by Supplier Business Classifications. 2. To search the Approved Supplier List Criteria. and click Go. You must also specify the category to which the item belongs. enter a search value for either the item name or a word in the item description.Oracle Sourcing Help 1.5.1. enter appropriate search values search values. Click the flashlight icon next to the Category field. Select the type of search from the drop down menu. Click the Select button or the Quick Select icon. you can search and specify a category value but cannot specify an item value. 3. For goods-based items. 1. click Show Business Classifications and select the attribute values by which you wish to search. After you have entered your search values. If you know the name of the supplier you wish to invite. use the flashlight to search and select commodity or item. Page 140/209 . Scroll through the Search Results display and select the correct category. Click Go. you can search by either the Category name or by words contained in the Category Description. With amount-based items. 3. 2. select the supplier(s) and click Invite. From the Search Results display. 2. click Search. On the Search and Select: Inventory Item page. enter a full or partial supplier name.5 Searching for lines and categories While creating your negotiation. From the Results: Suppliers display. 1. you must identify item(s) on which you wish to negotiate. Enter as many search values as are needed to efficiently qualify your supplier search. How you search depends on whether the line type for your item is amount-based or goods-based. click Show Approved Supplier List Criteria and select the attribute values by which you wish to search. 2. If you wish to see all suppliers who provide a particular commodity. you can search and specify an item value. You are returned to the negotiation creation page with the item value entered and the Category value entered to the category for the item you selected. On the Search and Select: Category page. Click the flashlight next to the Item field.

Such lists include lists of item attributes or price elements. The system performs a begins with search using any search values you entered. Find the correct address and click Select. a partial name. enter a search value in the Search field and click Go.1. You are returned to the negotiation creation page with your new address appearing in the address field. Click the flashlight icon next to the address field. For example. a search on %Boston might return North Boston as a billing address. you may need to change the default to a different address. The search value can be an address name. If you do not know the beginning of the name. To search and apply a list: 1. however. Click Go. 2. select the list and click the appropriate links or buttons to process the list if necessary and to apply it to your negotiation. In some cases. Page 141/209 . or the search wildcard. 2. many attributes default according to the organization you select. Enter as many search values as required to efficiently qualify your search. Additionally. This includes addresses such as Bill-To and Ship-To.5.Oracle Sourcing Help 2.6 Searching for addresses: While creating negotiations.5. For each list. From the Search Results display. use a wildcard. For example. The Search Results display shows all addresses that matched your search criteria. 3. 2. On the negotiation creation page. To search for and select a different address: 1. you can search using multiple criteria. you can search for all lists that contain a particular list entry. such as the percent sign (%). most lists allow you to search by the list name and/or words in the list description. a search on br% returns only Brussels. click the link to apply a predefined list.1.7 Searching for lists When creating a negotiation. For example. %. there are many predefined lists which you can apply to your negotiation to save time and standardize your sourcing practices. a search on b% returns both Beijing and Brussels. On the Search and Select page. you can search for all price element lists that contain a particular price element. 3.

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

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

see "How do I run the reports?" Note: For the Auction Outcome report parameter.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. with the category with the highest productive award appearing first.2. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. Any report displaying calculated amounts does not include any RFI amounts. or All Outcomes. Any report displaying calculated amounts do not include any RFI amounts. Once you have generated a Savings by Category report. Amounts do not include lines where award quantity and award amount are unspedified. select Standard Purchase Order.1. To run the Awarded Bids Detail report. you can generate a Savings by Item (Section 7.2. If Current Price is not available. the report reflects only the system-hosted catalog item categories. Page 144/209 . Section 4. Amounts do not include lines where award quantity and award amount are unspecified. savings is zero.Oracle Sourcing Help 4.1) report for the items listed.1.3 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. You can view the supporting awarded bid by clicking the Auction number or Bid number. Blanket Purchase Agreement. 4.1 "How do I run the reports?" Notes: Note the following when generating and evaluating report information: o o o o When entering a category search parameter. The report is sorted by category.1. see. To run the Savings by Category report. the report reflects only the system-hosted catalog item categories.1. Note the following when generating and evaluating report information: When entering a category search parameter.2.3.

Perspective for Java licensed from Three D Graphics.) Save the file to the drive/location of your Page 145/209 . Amounts do not include lines where award quantity and award amount are unspecified.3 How do I export data to a spreadsheet? You can conveniently view report data online. There are two main steps in this process: To export report data to a spreadsheet: 1. If Current Price is not available. Blanket Purchase Agreement.2. or All Outcomes.1. but at times. 4. After you have generated your report. Inc. Any report displaying calculated amounts do not include any RFI amounts. click Export to Spreadsheet at the bottom of the report page. 3.1. 4.. you may want to export the data to a spreadsheet application where you can analyze and format the numbers at your discretion. click Save File. savings is zero. You are prompted to save the file. Note the following when generating and evaluating report information: o o o o When entering a category search parameter. Inc . Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. select Standard Purchase Order.. see "How do I run the reports?" Note: For the Auction Outcome report parameter. (If you see an Unknown File Type window. savings is zero. See "What are the Sourcing Intelligence reports I can generate?" 2. Copyright 2000 Three D Graphics. the report reflects only the system-hosted catalog item categories. Generate the intelligence report of your choice.Oracle Sourcing Help Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity.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 run the Awarded Quotes report. If Current Price is not available. You can view individual quote details by clicking the quote number.

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

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

You can view the supporting awarded bid by clicking the Auction number or Bid number. Amounts do not include lines where award quantity and award amount are unspecified. Blanket Purchase Agreement. savings is zero. or All Outcomes. If Current Price is not available. The report is sorted by category. 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. Any report displaying calculated amounts do not include any RFI amounts.2. 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. To run the Awarded Bids Detail report. you can generate a Savings by Item report for the items listed. Once you have generated a Savings by Category report. the report reflects only the system-hosted catalog item categories. To run the Savings by Category report. Note the following when generating and evaluating report information: When entering a category search parameter. If Current Price is not available. with the category with the highest productive award appearing first. select Standard Purchase Order. Page 148/209 . Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity. savings is zero. see "How do I run the reports?" Note: For the Auction Outcome report parameter. 4.2.3 What is the Awarded Bids Detail report? The Awarded Bids Detail report displays detailed information about auctions for which business has been awarded. 4.Oracle Sourcing Help Notes: Note the following when generating and evaluating report information o o o Any report displaying calculated amounts does not include any RFI amounts. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. the report reflects only the system-hosted catalog item categories. Any report displaying calculated amounts do not include any RFI amounts.

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

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

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

1. pricing. or price breaks associated with it.4 How do I view the details of a negotiation before placing a response? 1. Page 152/209 . The Notes and Attachments section displays any text messages from the buyer and any attached files. 3. use the Search Negotiations fields to access the Active Negotiations page. (See Section 5. shipping and billing information.1. (See section 5. 2.1 “How do I access negotiations”).Oracle Sourcing Help Creating and managing sourcing events Updating profile information Viewing award decisions Updating profile information 5. Click the negotiation number to access the Negotiation Summary page. If the item has attributes. Attachments can be viewed by clicking the paperclip icon. Monitor the action in the negotiation in which you are participating.2. 2.4. you can view information on the item attributes by clicking the "View" link under the Details column. To respond to a negotiation you must: 1. detailed item information. Submit your response (bid.3 How do I respond to a negotiation? Suppliers can respond to public negotiations and private negotiations to which they have been invited.1. price elements. The Negotiation Summary page displays all the current information for this negotiation. This includes such information as the time the negotiation. Under Open Invitations. Alternatively. Find a negotiation in which to participate (See Section 2.1 “How do I monitor negotiations to which I've responded”). 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. the response controls. click the negotiation number to access the Negotiation Summary page for the negotiation in which you are interested. 5. or quote).6 “How do I submit a response online”).

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

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

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

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

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

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

your responses to an item's attributes are scored and weighted to allow the buyer to make more informed decisions. Select the auction and click Respond. 4. you can proxy bid on some items and bid manually on others. On the Create Bid page. and Lose for any item on which you have been outbid. then click Go. 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. and 2) the details that a negotiation participant should provide when entering a response for that item. In an auction that includes more than one item. If you want to display only those auction items that are included in a specific category. 5.Oracle Sourcing Help Item attributes provide extra information about a negotiation item. Click Create Bid to deactivate AutoRefresh and place a bid on the auction. Locate an open auction in which you'd like to bid. you can adjust the AutoRefresh interval setting to change the length of time between page refreshes. To activate AutoRefresh: 1.9 What is AutoRefresh? AutoRefresh enables you to continuously monitor the bidding in an auction before or after you submit a bid. You cannot proxy bid on any items that have price elements. 2.1.1. you allow the system to automatically rebid on your behalf whenever a competing bid price beats your bid price. The AutoRefresh page updates the current best bid price and your bid status for each item in the auction. 5. Your bid status is No Bid for any item on which you have not placed a bid. By providing item details and specifications in item attribute fields. select the category from the View menu. In Multi-Attribute Weighted Scoring negotiations. Item attributes also allow you to provide more information and details when entering responses. 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. On the AutoRefresh page. click AutoRefresh On. 3. Using price elements allows you to target additional costs related to a particular negotiation item. Page 159/209 . Win for any item on which you have the current best bid price. 5.10 What is proxy bidding and how does it work? By activating proxy bidding. Such costs can include discrete charges such as import duties or activities such consulting or training costs.

You cannot enter different proxy bid decrement amounts for each item. Whenever your bid price is exceeded by a competing bid price. If the bidding on an auction item in which your proxy bidding drops below your proxy bid minimum amount. Enter your proxy bid decrement amount.75.400 bid is subsequently submitted. You can also change the proxy bid minimum amounts. Bid manually on the itemContinue bidding on the item by submitting bids manually. and a $3.500 bid in an auction with a proxy bid decrement amount of $100. if you have submitted a $3. You can then do any of the following: Enable another round of proxy bidding for the item Enter new proxy bid information. you can proxy bid on all or selected items. you can cancel your proxy bid and submit a new bid with the updated proxy information. Proxy Bid Decrement You must enter the exact amount by which you want each of your proxy bids to decrease. the system will automatically submit a proxy bid of $3. Note: After you have submitted your proxy minimum bid amount. for example.Oracle Sourcing Help To activate proxy bidding: When you place a bid on an auction. 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. Then submit the bid as normal. 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). automatic proxy bidding is discontinued. When bidding on an auction that contains more than one item. you can enter your proxy bid information in the appropriate fields on the Create Bid page. Discontinue bidding on the item Page 160/209 . 10. You can change your proxy bid decrement if all items on the bid do not have proxy enabled. Your proxy bid decrement amount will be applied to the current winning bid in the auction. 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. then enter a proxy minimum bid only for those items on which you want to proxy bid.300 on your behalf. Use numbers. Proxy Minimum Bid You must enter the lowest price you are willing to proxy bid for any auction item. For example. you must provide the following information: Note: If at any time you wish to change your proxy bid information.

continue entering your new bid information (including new proxy specifications if desired). To continue placing a new bid.11 How do I turn off proxy bidding? Proxy bidding allows a bidder to have the system automatically rebid whenever a competing bid is received.12 What is power bid? Power bid allows you to expedite your rebidding when you have bid on several items in the same auction. 3. there may be certain instances in which the bidder needs to end proxy bidding early. 2. On the Rebid page.1. all of your bids (losing and winning) in an auction are improved by the percentage you enter in the Power Bid field. Usually. At this point. you can monitor its progress by locating the negotiation number under Your Active and Draft Responses section of the Negotiations Home page. Once enabled. the bidder may wish to update the non-price related information to improve the price to total score ratio. The Cancel Proxy Bidding page shows all line items for which you have proxy bidding enabled. Click Create Bid to create a new bid. the bidder may wish to halt the proxy bidding to update bid information. it can be allowed to run to conclusion. and click Cancel All Proxies. click the Response number link. Or in a multiattribute weighted negotiation.1. Page 161/209 . To view the details of your current bid. To cancel proxy bidding. the promise date offered by the bidder may need to be updated due to unforeseen situations at the time the proxy was begun. However. once proxy bidding has been initiated. In both these cases. Select the items for which you wish to disable proxy bidding. 1. click Cancel Proxy at the bottom of the page. For example. When the Rebid page appears. 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. 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. 5. Power bidding cannot be used if any of the auction items contain price elements. Once you have placed a bid using proxy bidding. proxy bidding in suspended. the system will continue to rebid at lower prices until the bidder's minimum bid price is reached. this happens when the bidder needs to update bid information.Oracle Sourcing Help 5. When you use power bid. click Create Bid.

2. for example. 7. select the type of file(s) you wish to download. enter the power bid percentage by which you want to decrease each of your bids in the auction. You can download an Excel spreadsheet or a text spreadsheet. When you are satisfied with your power bid prices. Save the file. Bulk loading is also useful if you respond to similar negotiations that occur repeatedly. 4. Save the spreadsheet file to a convenient location. From the negotiation summary page.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. 3. Your bid prices so not take effect until you click Submit Bid. You can create the spreadsheet once and then make only the modifications necessary for a particular negotiation. then click History to review responses. Enter numbers. Because you are only previewing your power bids. you may want to look at responses that have already been submitted (not viewable in blind or sealed auctions or in RFQs). As you prepare to respond. 6.Oracle Sourcing Help To use power bid: 1. select Create Quote/Bid from the Action menu and click Go. The recalculated price appears in the Price field. Access the auction on which you want to rebid. 3. If you want to return to your original bid prices. On the Quote/Bid by Spreadsheet page. 5. Navigate back to the Quote/Bid by Spreadsheet page. Page 162/209 . click Submit Bid and review the details of your bid. Open the spreadsheet file and complete according to the instructions in the Read Me file included in the zip. After you have located a negotiation on which to bid. click the negotiation number and review the negotiation's details and lines. Access the open negotiation to which you wish to respond. To download a spreadsheet and prepare your bid or quote offline: 1.1. 4. 2. your bid status does not change yet. click Clear Changes. 5. You can then enter a new power bid percentage and click Go to revise your power bid.25. even if your new bid price exceeds the current best bid for any auction item. 5. On the Create Bid page. Click Recalculate to preview your power bid prices.

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

you must review and acknowledge the amendments and place a new response.1. If you do not accept the negotiation's terms and conditions. Search for the negotiation. To be eligible for an award decision. 3. click Cancel.17 How do I respond to an amendment to a sourcing document? After publishing a negotiation. you must have reviewed all the amendments and placed a response to the latest one. 6. 1. To respond to a negotiation that was amended after your first response: 1. you will only be able to respond to the amended version. 4. 5. If you placed a response before the amendment was made. To respond to a negotiation that was amended before your first response: If the amendment was made prior to your first access. Page 164/209 . you must review and acknowledge each one. Once you have acknowledged all the amendments. When you respond to such a negotiation.Oracle Sourcing Help 5. If there are multiple amendments. click Accept. Select the negotiation and click Respond. the next time you access the system the status of your initial response will have been changed to Resubmission Required in the Your Active and Draft Responses section of the Negotiations Home page. the buyer may need to update some of the information defined in the sourcing document. then continue entering your response. you can continue to respond to the negotiation normally. these terms and conditions are presented before you enter the details of your response.1. 2.16 Why would a negotiation have special terms and conditions? Your buying company can include customized terms and conditions that govern its negotiations. Review the negotiation's terms and conditions. You are informed that the negotiation has amendments and are prompted to acknowledge them. On the Acknowledge Amendment page. review the document information. Such updates are called amendments. Once a document has been amended. You will not be allowed to enter a response in the negotiation. 5. click the checkbox and then click Acknowledge. Click Yes.

If there is an X icon in the Alert column.1. you must acknowledge that you have viewed the amendment and placed a new response. Click the negotiation number link to view the original negotiation and its updates. Click "View Amendment History" to see the changes made to the original negotiation. 9.Oracle Sourcing Help 2. Once you have completed the tasks outlined in the deliverable. or click the Review Changes icon to see what information changed between a version and its prior version. If there are deliverables. You are presented any additional amendments. You can toggle between the current version and its prior version using the buttons. Click Acknowledge Amendment. Click Acknowledge. The amended versions are suffixed with an incrementing counter. If there is an exclamation point icon in the Alert column. If Oracle Procurement Contracts is implemented by the buying organization. 3. the due date for completion of that deliverable has passed and that deliverable is late. To be considered for an award decision. you can place a new response on the negotiation. they will be listed in the Deliverables section. The currently active version has the highest number and is the first entry in the table. 1. The Amendment History page has entries for the original negotiation and any subsequently amended versions. there may be deliverables to which you must respond. 7. Each deliverable has a due date. 2.18 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. Once you have acknowledged all the amendments. 6. 4. and then click the checkbox acknowledging you have reviewed the amendment. Page 165/209 . Contract terms are displayed in the Contract Terms section of the page. the responsible party failed to perform the deliverable. Click the Update icon. you respond to the deliverable and update its status. 5. The negotiation summary page shows the original version of the negotiation. On the Acknowledge Amendment page. and you must respond to these deliverables before their dates expire. This includes responses to any contract terms the buyer has defined. 8. 5. Deliverables are part of the contract terms the buyer may have defined and are typically additional pieces of documentation that must be provided by the supplier. Click the suffixed number links to see the different versions of the sourcing document. Review the information. you are presented the first amendment. You use the Create Response page to enter your response to the buyer's negotiation. which you must review and acknowledge. The Review Changes page identifies the information that has changed.

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

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

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

click the Response number link. To continue placing a new bid.2. The printed version of the negotiation is appropriate for public display since it excludes all internal data such as internal attributes. On the Rebid page. current prices. select Print Document from the Actions menu 3. you can monitor its progress by locating the negotiation number under Your Active and Draft Responses section of the Negotiations Home page. These negotiations are listed under the Your Negotiations at a Glance section. If you cannot see all your negotiations. or names of invited suppliers. search for the negotiation you wish to print. Buyers need the capability to download and print a negotiation for offline review. On the negotiation summary page. mail or email. Responders should be able to complete negotiation documents and return the results by FAX. Click Create Bid to create a new bid. Government organizations in particular present solicitation packages according to a unified format. 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). To print a negotiation (for buyers): 1.9 How do I print information on my negotiation? Much business communication today is carried and managed offline. Access the negotiation by clicking its negotiation link. The Cancel Proxy Bidding page shows all line items for which you have proxy bidding enabled. continue entering your new bid information (including new proxy specifications if desired). To view the details of your current bid. 3. 5. On the Negotiations Homepage. 4. click Create Bid. If Oracle Procurement Contracts is implemented and the sourcing document has contract terms attached to it. click Cancel Proxy at the bottom of the page. The printed version also does not include any price elements defined to the negotiation. Once you have placed a bid using proxy bidding. click Full List. When the Rebid page appears. 2. 1. 2.Oracle Sourcing Help To cancel proxy bidding. the clauses and deliverables are printed as well. or save it to a location on your machine and review the document there. When the prompt box appears. open and inspect the print directly. and click Cancel All Proxies. Select the items for which you wish to disable proxy bidding. Page 173/209 .

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

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

Oracle Sourcing Help

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

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

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

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

5.3 Searching
5.3.1 How do I search for negotiations?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

visit the Oracle Accessibility Program Web site at: http://www. to the disabled community. with good usability. may not always correctly read the code examples in this document. 6. The conventions for writing code require that closing braces should appear on an otherwise empty line. Oracle neither evaluates nor makes any representations regarding the accessibility of these Web sites.3 Documentation Accessibility Our goal is to make Oracle products. Standards will continue to evolve over time. To that end. Page 195/209 . our documentation includes features that make information available to users of assistive technology.1 Accessibility of Code Examples in Documentation JAWS. 6.3. This documentation is available in HTML format.com/accessibility/. and supporting documentation accessible. services.2 Accessibility of Links to External Web Sites in Documentation This documentation may contain links to Web sites of other companies or organizations that Oracle does not own or control.Oracle Sourcing Help 6. These other Oracle Applications may require separate licenses. JAWS may not always read a line of text that consists solely of a bracket or brace. 6. a Windows screen reader. and must be fully installed to take advantage of their features. and contains markup to facilitate access by the disabled community. For additional information. 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.3. however.4 Product Integration and Licensing This documentation includes information about many features of Oracle Applications other than this product.oracle.

For each supplier.Oracle Sourcing Help 7.1 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.type (bid or quote). If Current Price is not available. see Section 4. savings is zero. Inc. the report shows the total amount generated by each sourcing transaction. Copyright 2000 Three D Graphics.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). as well as the total amount awarded to this supplier.3.1. Appendix 7. Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity.1.1 «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. Page 196/209 . Amounts do not include lines where award quantity and award amount are unspedified. 7. You can sort the report by clicking on the any of the underlined column headings To run the Awards by Supplier report. Inc.

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

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

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

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

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

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

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

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

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

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

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

Note: You can only define deliverables for contract templates with the Buy intent. and the deliverable status is either Open or Rejected. 7. you must create one or more special "deliverables" clauses. and you can create new deliverables specifically for the business document. Note: The term "overdue" applies to deliverables where the due date has passed. and as part of the contractual agreement will have commitments to fulfill. For more information. you can check which deliverables are overdue. If a business document refers to a contract template. 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. all deliverables associated to that contract template are copied to the business document. List of Values: If you want to provide more than 200 values for that Value Set in FND.9.3 About Deliverables Businesses enter into contractual agreements with their trading partners. In addition to the contractual commitments that businesses need to fulfill.Oracle Sourcing Help Value Sets for Variables When you define value sets in the FND value sets for variables and you set the Validation Type to Independent. you can update the deliverables that have become part of the business document. The following list shows the operations that you can perform only on deliverables in business documents: Page 208/209 . they might define other internal tasks that contribute to the overall execution of the business document. besides products and services bought or sold are classified as deliverables. In addition. Note: If you want to see information about deliverables in the preview output of a business document. When a contract template is applied to a business document. You can define deliverables as part of the contract template creation process. you can update the status of the deliverables in the business documents. and if any responsible party failed to perform one or more deliverables. under the Terms and Conditions of the business document. see Deliverable Variables in Clauses . you must set the List Type to: o o Poplist: If you want to define less than 200 values for that Value Set in FND. The commitments on the business documents.

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

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