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

.................10 Can I invite additional suppliers to a negotiation I've already created? .....4....................4 What are Your Negotiations at a Glance?.1......1..2 How do I monitor the negotiations I have created? .............................. 103 2..2....... 114 2..........................................4 Can I create and save sourcing documents without submitting them? ...........1 How do I create a deliverable and use it in a negotiation document?..... 102 2......... 96 2...............................................1....1.. 117 Page 5/209 2................4............................3 Monitoring Negotiations..............................2......1......... 106 2.......................................1 What are some negotiations strategies I can use? ....12 How do I change my auction's AutoExtend settings while the auction is in progress?............3... 93 2............................. and how do I use them in my negotiation?..1...1....................................4... 97 2.................11 Who can participate as team members? ...1..... 99 2.3..... 100 2.......................................................3 How do I define services related lines?.....................................4 Additional Creation Topics ...1................... 88 2.............Oracle Sourcing Help How do I use price elements? ....4............................5 How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line?.............................................4...................1.. 86 2. 116 2........12 How do security levels work? ........ 105 2............................................................. 114 2. 98 2.......................5 How do I create a deliverable and use it in a negotiation document?........3.. 84 What are Reusable Price Element Lists..3................................ 115 2.4. 107 2.. and how do I create and use them? ........................ 107 2............7 What are price breaks...3................ and how are they used? ...... 96 2......4...............6 How do I copy a sourcing document?........................... 103 2................................14 How do I initiate a new round of responding?................................10 How do collaboration teams work? .............4.8 How do I view the backing information for lines AutoCreated from Oracle Purchasing?................3........2...........3 Are there any shortcuts available when creating a sourcing document? ..........11 How do I extend a negotiation that is in progress? ................. 112 2..1................................................................. and how do I use them in my negotiation?.............................................................................. 84 2............... 110 2.........2 Using Oracle Services Procurement and Oracle Procurement Contracts...................9 How do buyers and suppliers communicate while a negotiation is in progress? ...... 98 2........................1.......2 What kind of services can I negotiate for?...................................................................3............................................................................ and how do I use them?........1..........3...........7 How do I analyze the responses I have received?..............3..................................... and how do I use them?.... 108 2......... 102 2............................1 How do I access negotiations? ............ 92 2................3..............8 What are price breaks..................................................3..................................6 .................................................9 What are amount based line types......3.......5 2....... 95 2....4...13 What is shortlisting and how do I use it? ...3.........7 What are contract terms and conditions.3.....1................... 104 2................ and how do I use them?...............1..4...... 88 2.......................3........................... 105 2............... 91 2...................3......................3 How do I respond on behalf of suppliers without Internet access?..........1.........13 What are global agreements.......2 What is a sourcing event? ...3.........4........4........................4..................4 What are contract terms and conditions............ 106 2...................................................6 How do I download the responses I have received? .2........1.. 100 2...... 109 2......

................................. 133 2..................1...........7 How do I use a spreadsheet to award negotiation items?.............1....3......................................................2 How do I unlock and unseal a sealed RFQ or auction? ....2 Intelligence Reports .............5..1 How do I run reports? ..............1 Introduction to Sourcing Intelligence................................ 120 2.......... 148 Page 6/209 2....................... 135 2................................... 142 4..................9 How do I disqualify responses I receive for an RFI................................................ 127 2.........5................8 How do I allocate backing requisitions among awarded items? ............4.....5...............4...............6 Searching for addresses:....................... 143 4........3....................................... 139 2.......1...4....... Sourcing Buyer Intelligence Reports................................19 How do I view the approval history for my negotiation? ............................4.7 Searching for lists...............1....................3 Searching for draft negotiations .......5......3.................................................. 124 2.......................4................. 122 2.............4.2......20 How do I manage deliverables I have assigned to a negotiation?..............5........................................... 137 2...............16 How do I cancel a negotiation?.1...................11 Can I see information on my negotiations once I have completed awarding them? .............. 141 3..... 137 2....3.............................................1.......3....4 How do I award business in an RFQ or auction?.... or auction? ......................10 What information is contained on the Award Summary page? .........................1 What is Sourcing Intelligence? ................2 What are the Sourcing Intelligence reports I can generate?.................3 Awarded Bids Detail report ............... 133 2.....1 Awards by Supplier report ..............................5 How do I download the responses I have received? .............................1 What is the Awards by Supplier report? ...................1..13 What is contract binding?.4...........................12 How do I generate a purchase order document? ..4..3 How do I export data to a spreadsheet? ......2............. 144 4....................................................... 143 4..........1 How do I view the responses I have received? .............. 143 4...... 142 3....2..................4 Searching for suppliers:...............................1........4...................... 143 4.. My Profile ............................. 130 2..................... 143 4...5............... 124 2................ 147 4....................................... 145 4.... 128 2... 144 What is the Awarded Bids Detail report? .....................1 How do I search for information on Oracle Sourcing? .........2 Savings by Category report... 138 2.....................4........................................18 How do I print information on my negotiation? ................15 ..... 124 2......... 144 4......................................3. 137 2...................... 145 4.....4........................... 138 2...............5 Searching............. 120 2.4 Awarding Negotiations ................................................................... 124 2...4...1........ 136 2.....2.............Oracle Sourcing Help How do I close a negotiation before its scheduled close date and time?.................1.................1.........................5.......1.................. 140 2....1 Searching for your negotiations in which you are participating: ....1.. 123 2. 147 4.........5............................ 131 2... 120 2................ 147 4...............................17 How do I create an amendment to a negotiation? .......... RFQ....................... 141 2.....................................................2 Searching for all negotiations to which you have access:........................................5 Searching for lines and categories........................1.....1............2..................................................................................................... 145 What is the Awarded Quotes report? ........... 121 2.4 Awarded Quotes report ..............................3. 139 2....................2......1 How do I update my Sourcing personal options? .........................................3 What are the different methods I can use when performing awards? ..2 What is the Savings by Category report?.................................................................6 How do I manually score header attributes? ......4.................. 129 2.....................

....11 How do I respond to a deliverable defined to a negotiation?..........................15 How do I respond to a negotiation that has gone to an additional round of responding?...2.........1.........1.....4 How do I view the details of a negotiation before placing a response? .............1.................................8 How do I turn off proxy bidding? ....10 How do I respond to an amendment to a sourcing document? ....................... 169 5......................2........................................ 176 5.................... 170 5.............................. 178 6.................................6 What information is contained on the Rejected Items page?. 151 5..... 164 5..3......................14 How do I rebid on an RFQ or auction? ............................................13 How do I download a spreadsheet and respond offline?.....................12 How do I respond to a service-related line?........5 How do I respond to a Request for Information (RFI)?...................................................2.........1...............1....................... 167 5.......1 How do I monitor negotiations to which I've responded? .1 How do I search for negotiations? .......9 What is AutoRefresh? ............................................. 152 5....... 165 5........... 170 5............................................................................2....3 How do I track the status of my responses?..............................................17 How do I respond to an amendment to a sourcing document? ..............10 What is proxy bidding and how does it work?.....1.................1.......................7 How do buyers and suppliers communicate while a negotiation is in progress? .......................................................................1.....1............................................ 173 5..... 153 5.......................2..3 What is the Awarded Bids Detail report? ................. 163 5.....1........ 152 5......2...................5 What information is contained on the Awarded Items page? ......6 How do I submit a response online? ...... 174 5..3 How do I respond to a negotiation? ......Oracle Sourcing Help 4................................ 166 5. 167 5...................1.........................1.......2 How do I use Quick Links?..2......................................... 148 4..... Help for Sourcing Suppliers................1 Additional Topics .................................... 177 6...............................1.........3 What is a WinZip (or zip) file? ............................... 168 5........19 How do I respond to a service-related line?........1 What are the benefits of registering and participating in this system? ....11 How do I turn off proxy bidding? .............................. 150 5................................................4 What is the Awarded Quotes report? ..1 Responding to Negotiations.......1..............2 How do I use Quick Links?..2............ 175 5.......................... 172 5.... 167 5...........................1....... 164 5...................................2......................................... 158 5.................................. 177 5.............................7 How do I view the attachments associated with the negotiation to which I am responding? ............... 161 5............................................... 178 6...... 163 5.. 167 5........12 What is power bid?......................... 178 6...................................................8 How do I use item attributes and price elements when responding to a negotiation? ....... 161 5................... 158 5..............................2...1.....2................2............................. 179 6.1 How do I access negotiations? ........................2 Monitoring Negotiations................. 179 Page 7/209 .1......18 How do I respond to a deliverable defined to a negotiation?.............................1.....2 Can international companies participate? ............................................... 150 5......................... 149 5...............................2..................... 150 5.............2.........9 How do I print information on my negotiation? ...................................................1.............. 162 5......................1......3 Searching.. 159 5................................................................................................................................. Additional Information............ 159 5..1................................. 154 5.................1....16 Why would a negotiation have special terms and conditions? ................4 What information is contained on the Disqualified Responses page? .............

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

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

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

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

1 Frequently Asked Questions: Oracle Sourcing 1.2 “Glossary”) Terms and Conditions enforcement (See Section 5. The four different types of sourcing documents available .1. Buyers and sellers. and buyer's auctions. who might never meet face-to-face.4 “How do I create and edit a reusable invitation list”) Sourcing Template (See Section 2.6 “How do I copy a sourcing document”) Multiple Currency support (See Section 2.1. Page 12/209 .3.2.2 Getting Started with Oracle Sourcing 1. requests for information (RFIs).4.7 “Can I accept responses in multiple currencies”) Multiple Language support Notes and Attachments (See Chapter 6. “How do I create and edit negotiation templates?”) and Copy features (See Section 2. can bypass intermediaries and establish relationships that might not have been possible using more traditional methods of buying and selling. and item-specific attributes.1.16 “Why would a negotiation have special terms and conditions?”) RFIs Oracle Sourcing allows buyers to qualify a wide group of suppliers and their products and services using RFIs.2. enabling them to efficiently obtain the best possible prices for goods and services. quantity.1.2. Buyers can use the information obtained to subsequently conduct an RFQ or buyer's auction. but on lead times.1.1.1.1 What is Oracle Sourcing? Oracle Sourcing offers flexible negotiation capabilities to buyers and sellers. Prices are established based on actual supply and demand at the time the negotiation is transacted. Buyers use real-time interaction to obtain information on suppliers' products and services.2. and then use that information to create negotiations that drive prices based not only on price.2.Oracle Sourcing Help 1.1 “How do I create an attribute list?”) Reusable Invitation Lists (See Section 2.requests for quotations (RFQs). Common Functionality All sourcing document types have the following common functionality to simplify the negotiation creation process: Reusable Attribute Lists (See Appendix 7.

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

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 .

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

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

11) 2.1. Manual Extend/Early Close (See Sections 2.1. have previously created.11) Buyers can Manual Extend (See manually extend Section 2.4.4.1.1. terms and conditions.11) an RFQ or close an RFQ earlier Early Close (See Section than the 2. and invitation list are copied into a new document which you can edit if necessary.3. The details of the document such as the controls.1.4.1.4.15) scheduled close Minimum Bid date.4.2. Decrement/Increment (See Section 2. item information.8) Extend/Early Close (See AutoExtend (See Section Section 2.1.1.8) 5. Bids buyer.8) Section 5.7) 2.4.2) Information obtained during the RFI can be used to create a new negotiation document.1.Oracle Sourcing Help Attribute Based Bidding (See Section 5. Multiple Quotes The RFQ business process allows suppliers to submit a single quote per round.1.10) Bidding (See Power Bidding (See Section 5.1. or any other users in your organization.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. Page 17/209 .11/2.1. Convert to negotiation document (See Section 2.1.3. submit Other Proxy Bidding (See Attribute Based Section 5.15) Buyers can manually extend an RFI or close an RFI earlier than the scheduled close date.11) Price Breaks (See Section Price Breaks (See Section 2. Multiple If allowed by bidders may multiple bids.7) 1.1.10) Price Elements Attribute Based Bidding (See Section (See Section 5.8) Price Elements (See Manual Section 5.8) RFIs use item attributes to solicit item information from suppliers.

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

4 Who can utilize the spreadsheet functionality? Both buyers and suppliers can utilize the spreadsheet functionality to save time when creating or Quoting/Bidding on multi-line item negotiations. 1. These attributes represent important aspects of the item for which the buyers need information from their suppliers. quantity. 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. but also to other features salient to each item." Alternatively. From this page. The document is released when Page 19/209 .2.Oracle Sourcing Help 1. You are granted exclusive control until you release it.2.8 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. and delivery.2. How do I continue working on it? You can continue working on a document saved as a draft by After clicking Save Draft. you can click "Continue editing your draft.1.5 Are reusable invitation lists and reusable attribute lists shared across all three negotiation types? Yes.2. these lists are shared across all document types and can be accessed by the buyer as required. buyers define attributes for negotiation items.1. you can click "Manage Draft Negotiations" to access the Manage Draft Negotiations page. ensuring that only one user can work on a draft at any time.1. 1.1. that allow bidders/suppliers not only to respond to the price. optional. these attributes can be either required. Depending on the setting chosen during the negotiation creation. or display only.6 What is attribute based negotiation and how can I use it? Attribute based negotiations enable buyers to define multiple item-specific characteristics. you see the Confirmation page. When creating an RFI. 1. From this page you can access and edit any of your draft negotiations.1. Item attributes and their responses comprise the heart of the RFI process. called item attributes.7 I just saved a negotiation as a draft document. in essence "answering" the buyer's question.2. Suppliers reply to the item attribute. 1. The buyer then uses the suppliers' responses to qualify the group of suppliers and to determine the best set of suppliers with which to later conduct a negotiation.

1. You delete it from the Manage Draft Negotiations page.2.1.1. The draft creator selects the draft and clicks Unlock on the Manage Draft Negotiations page. If you wish to create a draft for a new round. 1. It is removed from the system.) 1. You can save an negotiation as a draft as soon as you get to Step 2.2. making it available for award. Each has its own benefits: Page 20/209 . You submit it (the draft becomes a valid negotiation in the system). such as the Sourcing Super User.11 Why do some items in my negotiation have item numbers and others do not? Item numbers and item revisions appear if the negotiation item is AutoCreated from a requisition line having an item from the item master. The system automatically updates the status of the previous round to Closed. What are the differences? You can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing. (The original creator can always unlock a draft. you are not required to enter any information.Oracle Sourcing Help You save it.2. you can delete the draft for the new round from the Manage Draft Negotiations page. (Users with the appropriate function security. Negotiations lines entered directly in Oracle Sourcing can include item numbers and item revisions if the item information was retrieved from the Item Master.12 I know I can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing. the system automatically updates the status of the previous round to Round Completed. The information from the previous round is enough to save a draft.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. can I award business to quotes/bids from the previous round? Once you save a new round of Quoting/Bidding. Negotiations with Round Completed are not available for awarding.) Another user removes the lock. However.1. can unlock draft auctions/RFQ which were locked by other users.10 If I have saved a draft of a new Quoting/Bidding round.2.

Page 21/209 .1. As responses are received.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. the system calculates a weighted score for each attribute response and a Total Score for the item. Scores represent the desirability of that attribute value or range of values compared to other values. the more desirable the attribute value or range of values.Oracle Sourcing Help RFQs/auctions in Oracle Sourcing Real time bidding. the requisitions become available again to AutoCreate in Oracle Purchasing. breaks. The old Sourcing negotiation number remains on the requisition line until a buyer creates a new negotiation using the requisition. Custom attributes having weights and scores are called weighted attributes and require a response.2. The goal of scoring is to motivate a respondent to respond with quotes/bids most closely matching the desired attribute values. Scores are numbers between zero and 100 and are assigned to each possible attribute value or range of values. or need-by date. It then ranks the scores for the same item from different respondents based on a Price to Total Score ratio. The higher the weight.2.13 What happens if I cancel a negotiation having backing requisitions in Oracle Purchasing? As soon as you cancel a negotiation with backing requisitions. 1.1. the more important the attribute to the item. quantity. 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. New buyers can then manage the requisitions as needed. Weights and scores can be assigned to the custom attributes. 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. This allows the buyer to define the relative importance of each attribute by assigning weights to these attributes and scores to expected values for each attribute. 1. The higher the score.

but it offers the lowest price per point of score. To lower the ratio for an item included in a bid.2. they are allowed to respond in only one currency per response.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. In other words. you can allow bids or quotes in currencies other than the negotiation currency.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. 1. The buyer can still award the item regardless of the ratio. the buyer can still award the negotiation to any supplier regardless of the Price to Total Score ratio values. the system ranks the supplier only on the basis of price.18 How do I invite non-registered supplier contacts to register with the system? If a supplier company has already been defined to your system (using Oracle Purchasing) and you know of any non-registered contacts at the supplier company whom you wish to invite to current or future negotiations. you can invite these users Page 22/209 .1.16 What is the difference between Price-Only and Multi-Attribute Weighted Scoring RFQs/auctions? In a price-only negotiation. reflected in the Price to Total Score ratio.2.17 Can I accept multiple currencies in my negotiation? Yes. the system will automatically convert the responses to the negotiation currency.Oracle Sourcing Help 1. The lowest ratio among competing responses may not offer the lowest price. delivery dates and attributes of an item. 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. Though suppliers in a multi-currency negotiation can submit responses in several currencies. In both price-only and Multi-Attribute Weighted Scoring negotiation. however. suppliers can quote/bid on price. 1. A buyer can view bids plotted on a Price to Total Score graph to assist in analysis of quotes/bids. quantity. 1. However.1. Whenever you view the responses you have received.1. The lowest ratio receives the highest rank. In a Multi-Attribute Weighted Scoring negotiation. it offers the best value for the money. item attributes can be scored and weighted. The winning response is decided based on the buyer's definitions of the relative importance of item attributes. the negotiation currency defaults to the functional currency defined for your operating unit. When you create a new negotiation.2.2.

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

enter the required information. click "Register a Supplier User. 1.1. and participate To inform them about the newly updated close time To inform about the extended close date/time newly Early close of an All invitees and suppliers RFQ or auction Extend close date/time of an All invitees and suppliers RFQ or auction Page 24/209 . Select the applications to which the user will have access. 3. and participate in the negotiation Preview or open Buyers date/time Preview or open All invited suppliers date/time Preview or open All invited date/time contacts additional To invite them to register. 1. a buyer with the appropriate authorization can add the company to your Supplier Master).Oracle Sourcing Help To register a user yourself: Anyone with the Sourcing Super User authorization.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. 1. Search for and select the supplier company name by using the flashlight icon (if the supplier company information does not exist within the system." 2.2.1. acknowledge intent. Event Recipient Purpose To inform them that the negotiation is open for previewing or bidding To invite them to acknowledge intent.2.20 What is the purpose of notifications? Who receives them and when? Notifications are used to communicate specific events to users. You receive a confirmation that the new user has been registered. can directly register and approve users. On the Register an External User page. Invitations are automatically sent to each supplier. Click Register. From the Portal page.

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

1. Bulk loading is also useful if you respond in similar negotiations that occur repeatedly. If the buyer starts another round of negotiation before the reminder time. however. Page 26/209 .1.22 Do suppliers need to acknowledge their intent to participate before submitting responses? Suppliers are encouraged to acknowledge their participation intention after they receive the invitation email. 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. if they are added after the original reminder time. then invitees do not receive a reminder. However. Such acknowledgments are intended to enhance communication between buyers and suppliers and inform buyers of the potential participation. they do not receive reminders. It is not mandatory to acknowledge your intent before submitting responses. If the negotiation is closed.23 Can I respond to a negotiation created by someone in my company? No. they receive it at the original reminder time. 1. 1. Otherwise.2. canceled or deleted before the reminder time.2.2. 1. you can respond to negotiations created by your company's affiliates. Once you have completed this spreadsheet.1. the reminder is not sent. then invitees do not receive any reminder. you can download a spreadsheet which you can complete offline to specify your response information. you can upload it to enter your responses into the system to. If additional companies are added before the original reminder time. these new invitees receive reminders at the original time. You cannot respond to any negotiation that your company owns.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.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.

1.1. For a Note field.28 How can I check which purchase orders were created after completing my RFQ/auction? There are various ways to check which purchase orders were created.1. 1. This displays all purchase orders for a particular negotiation. which includes the purchase order numbers along with other information. access the negotiation whose associated purchase orders you wish to see by entering the negotiation number into the Search Negotiations fields. you can enter a maximum of 240 characters.2.25 Can I invite additional suppliers to an RFQ or auction I've already created? Yes. and then click "Negotiations Configuration. Click the Administration tab. You can search for the purchase orders in Oracle Purchasing by entering the negotiation data.1.1. In Oracle Sourcing. Page 27/209 . you can enter a maximum of 2000 characters. you can require a particular indicator be used for all negotiations. the negotiation number.26 How many characters can be entered into the Item Description and the Note fields? For an Item Description field. for example." Select the indicator and specify whether users can override your selection.2. 1.Oracle Sourcing Help 1. As the system administrator. click the response number link to view the information on that response including the corresponding purchase order created for that response.27 Can the system administrator require buyers to use a certain rank indicator? Yes.2. select Award Summary from the Action menu and click Go. Any user assigned the appropriate job function can add suppliers to an RFQ or auction any time before the close date and time. On the Negotiations Summary page. You can check your Notifications for the Purchase Order Creation Notification.2. You can also search Oracle Purchasing by entering the original requisition information. On the Award Summary page.

suppliers are immediately notified of the results via online notifications. 2. The RFQ process usually lasts days or weeks through multiple rounds of negotiations.1. buyers can review quotes and award the RFQ or submit a modified RFQ for another round of quoting. Suppliers cannot view competing quotes while the negotiation is in progress.2. RFQ creation (See Section 2.5 “How do I use price elements”).2.Buyers can monitor real-time quote activity and take appropriate action. RFQ modification or awarding (See Section 2. Reusable attribute lists (See Appendix 7. Once the RFQ is completed. RFQ Capabilities RFQ templates (See Section 2. 3.4. Once suppliers have submitted an initial round of quotes.4 “How do I award business in an RFQ or auction”). The suppliers' responses to the RFQ allow the buyer to compare quotes and negotiate the best price and specifications for the good or service. Page 28/209 . RFQ is typically used for complex items or services such as made-to-order manufacturing items or construction projects. RFQs supports both blind and sealed RFQs.1. RFQs enable buyers to collect quotes from suppliers for complex and hard-to-define items or services.2 Getting Started with RFQs RFQs support the full business process to solicit quotes from suppliers.5.2.2.1.Oracle Sourcing Help 1.Suppliers view the RFQ details and submit their quotes online.2 “How do I monitor the negotiations I have created”).4 “How do I create and edit a reusable invitation list”).1 “How do I create an attribute list”).1.1. Buyers initiate RFQs that may include multiple line items by publishing the RFQ and inviting suppliers. Quote preparation and submission (See Section 5. Reusable invitation lists (See Section 2.3 “How do I create and edit negotiation templates”). RFQs typically consist of multiple rounds with competition focused on whether supplier(s) can meet the specific requirements.1 “How do I create a new negotiation”).1. Steps in the RFQ process include: 1. Buyers analyze the quotes and either award the RFQs or modify the RFQs and open them for another round of quoting. 4.3. Price elements (See Section 2.3 “How do I respond to a negotiation”). RFQ monitoring (See Section 2.

16 “How do I cancel a negotiation”)and Disqualifying quotes (2.6 “How do I submit a response online”) and offline (spreadsheet quoting). Multiple RFQ styles: blind or sealed (See Section 6.15 “How do I close a negotiation before its scheduled close date and time”). Multi-round quoting (See Section 2.4. Online or offline awarding capability (spreadsheet awarding).1.5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Purchase order generation Attribute based quoting (See Section 5.4.4. (5. (See Section 2.2 “Glossary”).14 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”).8 “How do I use item attributes and price elements when responding to a negotiation”).5. Sourcing Events (See Appendix 7. Real-time status updates Notes and attachments (See Section 6. and how do I use them”). Graphic RFQ monitor (See Appendix 7.11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2. Canceling RFQs (See Section 2. Capture Total Cost (See Appendix 7. Integration with Oracle Purchasing (See Section 2.6 “Why are some RFQs and auctions associated with a sourcing event”). Quote comparison (See Section 2.9 “How do I disqualify responses I receive for an RFI.5.13 “How do I download a spreadsheet and respond offline”).1.7 “What are price breaks.1.3.7 “What are reusable price elements and how do I create them”). Manual extend (See Section 2.5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”). Monitoring quote activity in real-time (See Section 2. Terms and Conditions enforcement (See Section 5.1.1.1. Page 29/209 .Oracle Sourcing Help Price breaks (See Section 2.4. RFQ.2 “How do I monitor the negotiations I have created”).4.2 “Glossary”).16 “Why would a negotiation have special terms and conditions”) Quoting online (See Section 5. or auction”).14 “How do I initiate a new round of responding”).4 “How do I award business in an RFQ or auction”).4.

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.Oracle Sourcing Help 1. It is the RFQ buyer's reference and review currency. Quotes are converted to the RFQ currency for quote review. You can prepare your list of RFQ items offline and upload the completed spreadsheet. you can submit multiple quotes within the same round.2. You can contact the buyer who created the RFQ and ask to have your quote disqualified.3. Page 30/209 . but quote disqualification is at the discretion of the buyer.3.3. Suppliers can choose the Quote currency in which they will place their quotes.3.2. The Unseal Date is the date when the buyer unseals the unlocked RFQ allowing the suppliers to view the quotes as well.2.3 Frequently Asked Questions: RFQs 1. In a Multi-Attribute Weighted Scoring RFQ. 1. The system validates the data. but you must enter the weights and scores for an item's scored attributes online. This allows you to create your multi-line RFQ quickly. An RFQ buyer can setup an RFQ to accept quotes in multiple currencies by selecting the RFQ currency and then identifying any Quote currencies in which quotes will be accepted.5 What is the most efficient way to create an RFQ with several line items? You can use the spreadsheet functionality to create an RFQ with several items. ensuring the integrity of the submitted RFQ items.4 What are the Quote Currency and the RFQ Currency? RFQ Currency The RFQ currency is the functional currency for the set of books of the organization under which the RFQ was created.3. 1. Quote Currencies Additional currencies in which quotes will be accepted. 1.2 Can I submit multiple quotes per round? If allowed by the quote controls. 1.2. you can upload items using a spreadsheet.2.3 Can I cancel or retract my quote? No.2.

See How do I invite suppliers to my RFQ or auction? for details on identifying contacts.2.9 Is an RFQ always blind or sealed and why? An RFQ is always either blind or sealed.10 How can I invite a group of people from a supplier? Ask the supplier (or a supplier contact) to create a group email list that includes all the individuals who should receive the negotiation notifications. the Promise Date is required only if the RFQ uses multi-attribute weighted scoring and Promise Date is one of the scored attributes. completing multiple item attributes.2. In all other cases. In an RFQ whose outcome is a blanket purchase agreement. 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. you can enter a Promise Date to differentiate your response from other competing responses. 1. An automatic invitation will be sent to each invited supplier. You can invite suppliers by selecting them from the supplier master list. Once the supplier has provided you the email address. spreadsheet items are validated to ensure the integrity of the submitted quote. the Promise Date is optional. 1.6 What is the most efficient way to quote on many line items in an RFQ? If an RFQ consists of many line items. Suppliers complete the quoting process by uploading the spread sheet back to the system. When creating additional rounds for an RFQ.Oracle Sourcing Help 1.3.3.3.3. 1. This is one of the feature of RFQs and mirrors the general off-line behavior of this negotiation model.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. you can invite additional suppliers by using the same process employed during the initial RFQ creation. 1.8 What is the Promise Date.2.3. you can enter the address in the Additional Contact Email field during negotiation creation. Downloading the RFQ contents allows suppliers to quickly respond.2. When Promise Date is an optional response.2.3. 1. and why would I enter one? In an RFQ whose outcome is a standard purchase order. Page 31/209 . Promise Date is an required field. During the upload.11 Can I invite additional suppliers to subsequent rounds of an RFQ? Yes.2.

14 Can I close my RFQ earlier than the original close time? If you select the Early Close option when specifying quote controls. you cannot see either the name of the respondent or the details of the bid until you unlock the RFQ. can I see who is bidding? In a sealed RFQ.12 In a sealed RFQ.3.2.2. Use the negotiation number in the Search Negotiations fields on the Negotiations Home page to access the negotiation. none of the details are available for viewing by any suppliers. On the Negotiations Summary page. you can modify the following: Title Style Ranking method Rank indicator Preview Date/Time Open Date/Time Close Date/Time Award Date/Time Collaboration team information Item information Invitation List Notes and attachments Page 32/209 . On the Start New Round page.15 How do I start another round of quoting in an RFQ? Once an RFQ has been closed. you can start another round of quoting. however. Once the buyer has unlocked and unsealed the quotes. 1. 1.13 Why can't I see the graphical monitor in a sealed RFQ? While an RFQ is sealed. 2. 1. you can use the Graphical Monitor to view quotes. you can see how many quotes are being placed.2.3.3.Oracle Sourcing Help 1. 3. 1.3. you can manually close your RFQ earlier than the original close date/time. select Close Early from the Action menu to close the RFQ.2. Select Start New Round from the Action Menu.

1.3 “How do I respond to a negotiation”). Prices are established based on actual supply and demand at the time the auction is transacted.3.The buyer defines the auction and includes all the auction item information. Responding to the auction (See Section 5. Auctions last for a set period of time. although the close time can be extended manually or automatically based on last minute bids. quantity and item-specific attributes. the business terms and conditions and intended bidders. 2.2.2. typically a matter of a few days.Oracle Sourcing Help 1. Auctions allow real-time interaction to drive dynamic prices based on information that extends beyond price to include lead times. Bidders participate in the auction by viewing the Page 33/209 .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. Steps in the auction process include: 1. flexible auction capabilities to buyers so they can efficiently obtain the best possible price for goods and services. the bidding process moves quickly which results in increased competition. Auctions are typically focused on creating competition between bidders. Auctions enable buyers to solicit bids for goods and services that are clearly defined. Creating the auction (See Section 2.4 Getting Started with Auctions Getting Started with Auctions Auctions offer complete.1 “How do I create a new negotiation”). Because most auctions are open for short periods of time.1. Negotiations allows buyers to establish either public or private auctions to meet the specific needs of buyers.1. such as office furniture or memory chips.

4.1.1. Sourcing Events (See Appendix 7. Reusable invitation lists (See Section 2.2. Price elements (See Section 2.7 “What are reusable price elements and how do I create them”).1. Price breaks (See Section 2. and how do I use them”).3.6 “Why are some RFQs and auctions associated with a sourcing event”). Monitoring the bid responses (See Section 2. Evaluating and awarding bids (See Section 2. Multiple Auction styles: open. The buyer analyzes the bids and awards the auction based on the price.15 “How do I close a negotiation before its scheduled close date and time”).5 “How do I use price elements”).11 “What are response controls”). 3. blind or sealed (See Section 6.The buyer and all other participants can monitor the real-time activity during the auction and take action as necessary.1. bidders can view competitive bids during the auction.1.4 “How do I create and edit a reusable invitation list”). Autoextend feature (See Section 2.12 “What is power bid”).7 “What are price breaks.1 “How do I create an attribute list”).2.4 “How do I award business in an RFQ or auction”). Power bidding (See Section 5. Attribute based bidding (See Section 5. Manual extend (See Section 2.3 “How do I create and edit negotiation templates”). bid quantity.2 “How do I monitor the negotiations I have created”). Minimum Bid Decrement/Increment (See Section 2.4.1. Reusable attribute lists (See Appendix 7.1. Auction features include: Auction templates (See Section 2.2 “Glossary”). 4.5.11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2.1.10 “What is proxy bidding and how does it work”).1.11 “What are response controls”). If permitted by the auction rules. Page 34/209 . bid attribute value(s). Capture Total Cost (See Appendix 7.3. Proxy bidding (See Section 5.4.2.8 “How do I use item attributes and price elements when responding to a negotiation”).Oracle Sourcing Help auction items and submitting bids online.1. Once the auction is completed. bidders are immediately notified of the auction results via online notifications.1.

(See Section 2.1.1.2 “How do I monitor the negotiations I have created”).Oracle Sourcing Help Canceling auctions (See Section 2.4 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”). Online or offline awarding capability (spreadsheet awarding). or auction”).13 “How do I download a spreadsheet and respond offline”).9 “How do I disqualify responses I receive for an RFI.4.4. Graphic Auction Monitor (See Appendix 7. Bid comparison (See Section 2. Purchase order generation Real-time status updates Bidding online (See Section 5.1.1.6 “How do I submit a response online”) and offline (spreadsheet bidding).5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”).4.5.2 “Glossary”). Monitoring bid activity (See Section 2.16 “How do I cancel a negotiation”) and Disqualifying bid (2.4 “How do I award business in an RFQ or auction”).5. RFQ. Integration with Oracle Purchasing (See Section 2. (5.5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Notes and attachments (See Section 6. Page 35/209 .

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.5 Frequently Asked Questions: Auctions 1.5. provided that: 1. Blind: Only the buyer can see the bid content Sealed: Neither the buyer nor the suppliers can see the bid content until the auction closes. 1.5.2. someone else at your company can award an auction created by you.2.Oracle Sourcing Help 1. 1.3 Why isn't there a target price for every item? Target price is an optional value. or task bar options”). 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.2.6 Can two people from the same company bid on the same auction? Yes. 1.5. Page 36/209 . The target price is the price you hope to pay for one unit of an item. and 3.4 What is the target price used for? The target price is mainly used for internal performance analysis for the buyer.2 What is the difference between Quote/Bid start price and target price? When creating a new RFQ or auction. The buyer can also choose to display the target price to the bidders for reference. Buyers are not required to designate a target price for every item. The auction to which they are responding is not owned by their company 2. 1. but only the buyer can see the identity of the bidder.2. links. 1.5 Can someone in my company award an auction that I create? If granted the appropriate authorization. Everyone can see the bid content once the auction is unsealed.1 What are the different auction styles? The buyer can choose from three types of auctions: Open: everyone can see the bid content. They have the appropriate function security (See Section 6. Note: Two people from the same cannot quote in the same RFQ.5.2.2. The buyer can see the bids once the auction is unlocked. You can elect to display the target price to participants. All registered users in a company can bid on the same auction.4 “Why can't I access some pages. The bid controls for this auction allow multiple bids per round .1. buttons.5.2.5.

none of the previous responses submitted are available for awarding.13 “How do I invite suppliers to participate in my negotiation”) to participate.2. RFQ.1. or auction has closed. you can initiate a new round of responding if you set the controls to allow multiple rounds of responses (RFQs always permit multiple rounds of quoting).2.7 When two respondents from the same company place bids.8 If my RFQ/auction is open to all suppliers. Page 37/209 . and your RFQ/auction appears in that supplier's "Open Invitations" list of invitations. that supplier receives an e-mail notification about your RFQ/auction.1. However.2. you are not required to send invitations to any suppliers.Oracle Sourcing Help 1. the bidders will be able to see different information as shown below: Auction Style Other Bidder's Viewable Information Company Name Time of bid Bid details Any Notes and Attachments (if notes and attachments are viewable for auction) Company Name Time of bid Company Name Time of bid Open Blind Sealed/Locked Company Name Sealed/Unlocked Time of bid or Bid details Sealed/Unsealed Any Notes and Attachments (if notes and attachments are viewable for auction) 1. can they view each other's bid details? Depending on the auction style. you might want to send invitations to increase specific suppliers' awareness of your RFQ/auction and encourage participation. 1. When you invite a supplier (See Section 2.9 How do I initiate a new round of quoting or bidding? After your RFI.5.5. why would I invite suppliers to participate? For a public RFQ/auction.5. After you initiate a new round of responding.

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

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

Page 40/209 . RFQ. they are automatically added to the invitation list for the new round.5.2. You can also choose to open the negotiation for preview immediately. You can also choose to open the negotiation immediately. *Close Date The new date and time the RFI. 7. click Submit for Approval. Click Suppliers to modify your invitation list. You can remove any supplier from the invitation list for the new round. o Possible Date Modifications *Open Date Date and time you want the new round of responding to begin. Click Review. 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. Note that you have to specify a new closing date.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. Review your updated negotiation information. You can also add new suppliers. 6. If there are approvers defined for this document. 1. or auction closes. Preview Date For RFIs. Additionally. you can enter the date and time (prior to the open date and time) the negotiation is available for previewing by all eligible participants.Oracle Sourcing Help 5. any uninvited suppliers who responded in the previous round are also automatically added to the invitation list for the new round. o Possible Invitation List Changes If you invited suppliers in the previous round. RFQs or auctions opening in the future. o Response Controls Modify other Response Controls as necessary. Click Controls to modify negotiation control information. click Publish. If there are no approvers defined for this document.

that is. once one user at a company responds.5. 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. You can also specify if the autoextend is for the entire auction or particular line items.Oracle Sourcing Help 1. 1. The response is at the company level.2. When the buyer hides scores/weights.A bidder must submit a single. however. For example.5. 1.5. You can also define the total number of auto extensions and the extension period.2. You can specify whether the auction is extended from the original close time or from the time when the winning bid has been received.15 How do two bids with the same score get ranked if the prices are the same? The earliest bid gets a higher rank. is up to the discretion of the buyer.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. the bidder can only view the resulting Price to Total Score for a bid. 1.13 Why are display-only attributes not visible in the Bid Compare page? Display only attributes are used to convey information to bidders.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. AutoExtend extends the duration automatically if new bids are received in the closing minutes of the auction. Bid disqualification. the bidder can contact the buyer and ask to have the bid disqualified. 1.5.5.16 What is a Single Best Bid? A Single Best Bid is a response to an auction that allows only one bid per company.2. no other user at the same company can bid. When the bid control "No . if Bidder B bids triggering a proxy bid for Bidder A and the resulting bid results in the same Price to Total Score ration. Manual Extend allows you to manually extend your auction close date/time before the auction closes.2.2. a company can place one bid in each round when being invited to that round Page 41/209 . best bid" is selected for a multi-round auction.11 Can a bidder retract a bid? If a bidder has submitted.5. 1.

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

but since Supplier B's bid price is still higher than Supplier A's bid price. Now Supplier B's bid (92/100) is better than Supplier A's bid (84/90). You may need to cancel the proxy bidding process to redefine attribute information to improve your price to total score ration. Supplier A's proxy will only be triggered again if there is a bid with a price lower then USD 84. To avoid these situations. Supplier B's bid is the winning bid even though the bid price is higher.2. since proxy bids are generated based only on the price of the competing bid. he cannot modify any attribute responses to try to improve his score.00. you may need to closely monitor Multi-Attribute Weighted Scoring auctions which also use proxy bidding. Since Supplier B's bid price is less than Supplier A's bid price.19 Can a bidder see the names of the other bidders? Bidders cannot see other bidders' identities.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. For example. Supplier A's proxy is triggered to place a new bid of USD 84. Page 43/209 .5. Therefore.Oracle Sourcing Help 1. Supplier identities are never revealed to other bidders. And since Supplier A's proxy minimum (75.2. Supplier A's proxy is not triggered.00 and a proxy minimum of USD 75. a bid can be beaten based on the Price to Total Score ratio without triggering a new proxy bid. Supplier B then bids USD 94.5. a proxy bid decrement of USD10. 1. This bid (94/100) is better than Supplier A's bid (95/90).00. not just the bid price.00. Supplier A places a bid of USD 95. Supplier B then places another bid of USD 92.00) has not yet been reached. However.00 with a score of 90 for the item.00 with a score of 100 for the same item. This bid (84/90) is now the winning bid.00.

Define Your Response Controls (See Section 2. RFIs are used more for gathering information on goods and service provided by a supplier than to lock in particular price information.1.1. Help for Sourcing Buyers 2.1 How do I create a new negotiation? Use the instructions on this page to create Sourcing negotiations (RFIs. the information contained in the RFI can be copied into an RFQ or buyer's auction. Enter Negotiation Lines (See Section 2.1.1.1 Creating Negotiations 2.7 “What are contract terms and conditions. You can create a negotiation and save it as a draft before submitting it. This allows you to return to the creation process at a later time or have multiple people working on the same negotiation. one unique feature of an RFI is that buyers can choose to define negotiation line items without price and quantity and specify lists of criteria to which suppliers must respond. or auction.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.1 Creating RFIs.Oracle Sourcing Help 2. RFIs can be taken to multiple rounds until the buyer has enough information to identify supplier(s) with which to deal. Page 44/209 . RFQs. You can also create new negotiations quickly by applying a negotiation template. Therefore. There are four main steps to creating a new negotiation: o o o o Create Your Negotiation Header (See section 2.11 “What are response controls”) Enter Your Terms and Conditions (If Oracle Procurement Contracts is bought and licensed) (See Section 2. you can save time by copying an existing RFI/RFQ/Auction. and Buyer's Auctions 2. o If you have previously created an RFI. RFQs.1. 2. At the conclusion of the RFI cycle.4. and buyer's auctions).13 “How do I invite suppliers to participate in my negotiation”).9 “How do I add lines to a negotiation”).1.6 “What information must I provide to create my negotiation header”).1.1. RFQ.1.1.1. and how do I use them in my negotiation”) Invite Your Suppliers (See Section 2.1.1.1.

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

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

Simply clicking the link takes you to the page where you initiate the operation.1.1. Buyer Operations Creating negotiations Creating templates and reusable lists Managing draft negotiations Creating and managing sourcing events Updating profile information Supplier Operations Responding to negotiations Monitoring active responses Managing draft responses Viewing award decisions Updating profile information 2.1. you can use requisition information in Oracle Purchasing to create a draft sourcing document that you can then access and edit. The backing requisition information is carried over from Oracle Purchasing and used throughout the creation process. one-step access to your most commonly performed Oracle Sourcing tasks. you can search for requisitions according to different attributes such as item or category and include them in a single document. The table below shows some of the operations available Sourcing Buyers and Sourcing Suppliers by using Quick Links. Requisition information in Oracle Purchasing can come from any of several locations such as: Oracle iProcurement Oracle Purchasing Using AutoCreate AutoCreate allows you to select requisitions stored in Oracle Purchasing to create a Buyer's Auction or Sourcing RFQ. The AutoCreated document is assigned a document number.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. Once you have identified the requisitions in which you are interested.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.1. AutoCreate uses the requisition information to create a Buyer's Auction or Sourcing RFQ.3 How do I use Quick Links? The Quick Links section of the Negotiations Home page provides easy. When using AutoCreate. You can use this number to access the document in Oracle Sourcing and to Page 47/209 .

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

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

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

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

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

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

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

all must be weighted (although the weight can be 0.1. On the Create Header page.7 Can I accept responses in multiple currencies? When you create a new negotiation. effectively "unweighting" that attribute. you can accept responses in currencies other than the negotiation currency. Weight Weights are used to indicate the relative importance of header attributes. Display Target Indicate whether you want suppliers to see your Target Value . However. they are allowed to respond in only one currency per response.1. the negotiation currency defaults to the functional currency defined for your operating unit. Delete You can delete this attribute by clicking the trash can icon. 2. click Manage Response Currencies. This column is only displayed if weights are enabled as part of the Scoring Settings. To define your currency list and currency exchange rates: 1. This note appears on the negotiation summary page and can be viewed by suppliers.Oracle Sourcing Help Enter a target value for the header attribute (for example: 30 or more years in business). Maximum Score Accept the default or enter the maximum value that can be entered for this attribute. Notes and Attachments o Note to Suppliers You can add a note to the supplier by entering it in the text box. an attribute with a weight of 25 is half as important as an attribute with a weight of 50. the system will automatically convert the responses to the negotiation currency. Whenever you view the responses you have received. For example. but this can be overridden by specifying a default value on the score settings page. There is a system default defined by the Sourcing Super User. o Attachment Click Add Attachment to browse for an attachment to assign to this negotiation. If one attribute is weighted. The sum of weights for all header attributes must add up to 100. Though suppliers in a multi-currency negotiation can submit responses in several currencies. Page 55/209 .

If you are finished defining alternate currencies.09 meaning .Oracle Sourcing Help 2. select the exchange rate type. Select the response currency. You assign currencies to specific suppliers when you invite the suppliers to your negotiation. Select the appropriate type for your negotiation. 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 . 2. the system will round when converting responses into the negotiation currency. You can use predefined exchange rates (Corporate Exchange Rate) or specify your own exchange rates (User Specified Rate). Enter the date for which you wish to use this set of exchange rates. you can choose to restrict specific suppliers to particular response currencies. Specify the price precision for the currency. Define the exchange rate by entering the number of response currency units that equal one unit of the negotiation currency. Select the checkbox to display the exchange rates if you want to allow respondents to see your response currency exchange rates. Otherwise click Add Another Row and continue defining currencies and exchange rates. To use predefined exchange rates: 1. To restrict a supplier to a particular currency: 1. select a response currency for each supplier. continue creating your negotiation. click Apply. 2. Select the response currency you will accept. The system's response currency codes are available from the drop down menu. 2. After you have selected your suppliers in Step 5.1. The page redisplays. The description field explains the code.09 kroner to one dollar. 5. The system may contain several different exchange rate types.8 How do I restrict a supplier to a particular currency? If you allow multiple response currencies for your negotiation. Select the User Specified Rate type. Page 56/209 . If the precision for the response currency is greater than the precision for the negotiation currency.1. On the Header: Manage Response Currencies page. 4. 3. 3. 6. To define your own exchange rates 1. For example. When you have finished defining currency information.

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

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

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

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

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

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

make sure you select a temporary labor. Continue defining the remainder of the negotiation. General services fixed-price lines use a negotiation outcome of standard purchase order. 11. 7. or click Load from Spreadsheet to upload a previously completed spreadsheet file containing all the line information On the Lines: Create Line page. You can include services-related lines with regular amount-based and goods-based lines. Enter values in your price fields if necessary. vacation). Continue defining the remainder of the negotiation. Finally. and then click Go. add notes or attachments to the supplier. and specify the differential associated with this price type. rate-based line type. fixed-rate line type. To define a temporary labor. Specify how price differentials are to be used within the negotiation (for example. 8. Also.10 How do I define services related lines? Services related line types allow you to negotiate on labor contracts. The Description. 4. Create attributes as needed to solicit additional information for this line. make sure you select a temporary labor. For temporary labor line types. if appropriate. Job Details. ensure that you choose Blanket Purchase Agreement as the negotiation outcome for temporary labor line types. On the Lines: Create Line page. 6. 6.Oracle Sourcing Help 2. rate-based line: 1. To define a temporary labor. select Online to continuing entering your line description online. Search and select a job from the Job menu. 2. Unit of Measure and Category will default according to the Job you select. and click Go. Finally. Page 63/209 . 9. 4.1. add any notes or attachments to the supplier. is a response to the price differential required) Select the price type (for example. From the Add Line menu on the Create Lines page. Create attributes as needed to solicit any additional information for this line. The Description. 3. Follow steps 1 and 2 above. 5. If you need to specify price breaks. 3. 2. Enter your price breaks including Price Differentials. fixed-price line: 1. Search and select a Job from the Job menu. 10.1. 5. and Category will default according to the Job you select. Job Details. make sure you select the Global Agreement checkbox. click Select Price Break Settings and ensure it is not set to None.

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

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

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

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

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

and you must invite at least one supplier. If there are multiple supplier sites (Supplier Site is another term for Address Name). Inviting suppliers After entering your negotiations description. Even though the auction is already open to them. You return to the previous page. Select how you wish to search for suppliers: o o Click the Add Supplier to search for and add suppliers to your invitation list.1. you can create a participants list on the Create Negotiation: Suppliers page: 1. 2.1. select the suppliers you wish to invite and click Invite. line(s). and any response controls. Different sites for the same supplier can each submit a response. To invite specific suppliers see Inviting Suppliers below. or if you frequently invite a certain group of bidders. You can use the same list for all negotiations. Search for and select the Invitation List you want to apply. If you do. Participation in Auctions Unless you specified differently on the negotiation Controls page. However. select the specific site you wish to invite to the negotiation. Page 69/209 . you can apply a predefined invitation list that identifies these bidders. you can choose to also send certain bidders notifications of a particular auction to encourage their participation. You can select the bidders you wish to notify from a list of suppliers. auctions are open to all bidders by default. From the search results. 3. You can restrict your auction to bidders you specifically invite by selecting the appropriate control on the negotiation Controls page. To invite specific suppliers see Inviting Suppliers below.Oracle Sourcing Help 2. you can choose to open your RFQ to all suppliers. Bidders will see your auction when they search using the Active Auctions page. you do not have to explicitly invite any suppliers. Click Add Invitation List to apply a predefined list of suppliers.13 How do I invite suppliers to participate in my negotiation? Participation in RFQs Participation in RFQs is by invitation only by default. business terms and conditions.

5.14 How do I create an amendment to a negotiation? After publishing a negotiation. The supplier user receives an email notification with the negotiation invitation and a link to access the user registration page. a notification is sent to invite the contact to register and participate in the negotiation. and there are clauses and deliverables defined to this negotiation. for example. 2. On the Create Amendment: Lines page. enter any line changes. select which contact you wish to notify about this negotiation from the Contact menu. if no preview date/time was specified) and before the close date/time. If the contact is unregistered. On the Create Amendment Header page. you must enter a new Description for the amendment and make any other header level attribute changes you need. 6.1. Notice that the negotiation number has now been given a suffix. To invite new suppliers. 2. 3. or updates to line information if necessary. Page 70/209 .1. deletions. On the negotiations summary page. additions.. You cannot add or delete suppliers on the Create Amendment Suppliers page during an amendment. Once the registration request has been approved. To create an amendment to a sourcing document: 1.Oracle Sourcing Help If there are multiple contacts for each site. 1.. Change the negotiation rules on the Create Amendment: Controls page if necessary. Your invitees will receive email notifications inviting them to participate once the negotiation is successfully submitted. You go to the Create Header page.. The system sends notifications to the invited suppliers providing them details of the negotiation. the buyer can update information defined in the document if necessary. if you know the e-mail addresses of any other contacts at the company (including possibly a distribution list). 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. use the active negotiation's negotiation summary page. Note: You can also invite additional suppliers while the negotiation is in progress. you can enter it in the Additional Contact Email field. If Oracle Procurement Contracts is implemented. select Create Amendment from the Actions menu. the user can participate in negotiations. these can be changed on the Create Amendment: Contract Terms page. 12345. Amendments can be created anytime after the preview date/time (or open date/time. Additionally. This update is called an amendment. This suffix is incremented every time you create a new amendment for this document. 4.

When creating a negotiation. Draft amendments are available on the Negotiations Home page if you click Drafts in the Manage Quick Links section. but also to other features and performance characteristics of each line. click Apply Template. The buyer can define unique line attributes. Search for and select the template you want to apply. You can save the amendment as a draft at anytime during the creation process if you click Save Draft. select the template and click Apply to create a new negotiation with this template. Click the appropriate link under the Create area of Quick Links on the Negotiations Home page.2. Once you click Publish. You can add to. To use a sourcing document template: 1. 8. See How do I create and edit negotiation templates? for instructions on creating negotiation templates.1. If you have approvers identified on the Collaboration Team on the Create Header page. and delivery. the buyer can score attribute values to indicate the relative preferability of different responses.2 Templates. RFQ. quality.2 What are line attributes and attribute lists.Oracle Sourcing Help 7. On the Create: Header page. Spreadsheets and Lists 2. and how do I use them? Line attributes enable a buyer to define multiple line-specific attributes. 2. edit. the Submit button changes to Publish. 2. Page 71/209 . Approvers will receive notification that they need to approve the amendment. You can review the new changes compared to the current active negotiation by clicking Review. or delete any of the negotiation information provided by the template by proceeding through the steps of creating a negotiation. or auction) to create a new document of the same type. These attributes may either require a response or no require a response from the supplier. you can submit the amendment for approval by clicking Submit for Approval on the review page. no new responses can be received on the previous negotiation.1. On the results display.1 How do I use negotiation templates? You can use a document template of a specific type (RFI. 4.1. Line attributes can then also be weighted to indicate the relative importance of a single attribute among the other weighted attributes. 3. Once approved (or if approval is not required). allowing respondents not only to respond to the price. 2.2. All suppliers will be required to acknowledge the amendment and resubmit their responses to be eligible for award.

Click the appropriate create link under the Templates area of Quick Links on the Negotiations Home page. This allows you to organize attributes in relevant groups for analysis. terms and conditions. If you Page 72/209 . RFQs. Your template status will default to Active. . and buyer's auctions are different documents. You can create both "private" templates (templates that only you can view. Your negotiation template contains the features that are similar among the negotiations you commonly create.you may want to create a negotiation template that you can use each time you create a new negotiation." 3.1. and publish your negotiation. and use the template). You can create as many templates as necessary. add to and edit details of the negotiation (as necessary). each type has its own template(s). and use) and "public" templates (templates that all registered users in your company can view and use). Using a template saves time by streamlining the creation process. edit.or company-wide negotiation attribute lists for repeated use. On the Templates page. When you create a new negotiation using a template. Note: In order to create "public" offer templates. The reusable lists allow buyers to standardize the information they wish to include with specific lines during negotiation creation. Active templates can be used immediately to create new negotiations. especially if several buyers are collaborating on the analysis. 2. click "Create New Template. Creating a new negotiation template 1. all technical attributes can be placed one group while all non-technical attributes can be located in another. For example. 2.3 How do I create and edit negotiation templates? If the majority of the negotiations you create contain the same features . Grouping allows the arrangement of data that is easier for both the supplier to respond to and for the buyer to analyze responses. 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. Attribute lists let a system administrator create system. etc.attributes. complete the following fields (required fields are marked with an *asterisk): *Template Name Description *Access. On the Step 1: Describe Your Template page. edit. you must be assigned the appropriate authorization by your system administrator. you simply apply the template to the negotiation.2.Oracle Sourcing Help Attributes are assigned to a predefined Attribute Group. participation controls. Since RFIs.

You can add an invitation list(s) when creating a new Sourcing document. Page 73/209 . An active list can be used immediately. An invitation list can help standardize your business practices by ensuring that all appropriate participants are invited to targeted negotiations. To create a new invitation list: 1. To inactivate a list." 3. Click "Invitation" under the Reusable Lists area of Quick Lists on the Negotiations Home page. edit and manage public invitation lists as well as their own private lists. 2.4 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. then edit your template and select a new status from the drop-down menu at the Status field. Only you can create. you can also attach an invitation list(s) to a Sourcing document template. but cannot be used to create a new offer until you change the status to Active. Once you have defined your template. click Submit on the Review and Submit page. RFQ. only you can use your private lists. complete the following fields (*indicates a required field): o o o *List Name *Description *Access Invitation lists can be public or private. 4. All users in your company with the correct authorizations can view and use public lists. Sourcing Super Users or users with the Manage Invitation Lists authorization can create. but will not be available for use until reactivated. and use your private lists. edit. Inactive templates will be stored in the system. Complete the remaining pages by filling out the fields as appropriate for the negotiation type. On the Create Invitation List page. Your new list will default to private. you can add these participants to a reusable invitation list. edit the list and change the status to inactive.1. 2. click "Create New Invitation List.2. On the Reusable Invitation Lists page. An inactive list will be stored on the system. o Status Invitation lists are initially created as active. you must complete and submit your template.Oracle Sourcing Help want to change your template's status to Inactive. The same list can be used for all types of sourcing document types (RFI. and auction).

Oracle Sourcing Help Sourcing Super Users or users with the Manage Invitation Lists job function can create. 4.6 What happens to the attributes/price elements when I create a negotiation by applying a template and using spreadsheet upload? When you create an RFQ or auction by applying a template and then use the spreadsheet upload feature to add your items. 2. Click "Add Suppliers. The value defined for the RFQ/Auction template. When you are finished. To edit an invitation list you have created: 1. 6. When you have finished adding suppliers.2. If you are have the Manage Invitation Lists job function. For a supplier with multiple sites. edit. If the supplier you selected has multiple sites defined in the system. If you wish to add more suppliers to your list. you can edit public lists. On the search results page. Search for the list you wish to update.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. 7. Select the supplier(s) and click Add to Invitation List. On the Edit Invitation List page." then search for suppliers to add to your invitation list. 2.2. 8. status. the system uses the following hierarchy to determine which category value to use: 1. 5. The value specified in the spreadsheet. then click Edit. find your list. 4. and access as appropriate. Page 74/209 . any attributes/price elements defined for the template are added to any attributes/price elements you define via the spreadsheet.1.1. or 2. 5. including change the access and status. update your list description. You can also add or delete suppliers. click Apply. you can add an entry for each site for that supplier if you choose. you can choose a specific supplier site to associate with this list (Supplier Site is another term for Address Name). 2. click "Add Suppliers" again and follow the perceiving instructions. and manage public invitation lists. Click "Invitation" under the Reusable Lists area of Quick Lists on the Negotiations Home page. 3. If the template and spreadsheet have conflicting category values. click Submit.

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

Oracle Sourcing Help

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

o

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

o

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

o

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

o

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

o

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

o

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

Oracle Sourcing Help

o

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

o

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

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

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

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Oracle Sourcing Help

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

Oracle Sourcing Help

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

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

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

Select Online from the menu and click Go. On the Lines: Create Line page.53 2. To enter a line attribute. 2.3.Oracle Sourcing Help Price $300 Total Score: (100 * 50) + (50 * 30) + (100 * 20)/100 = 85 Price to Total Score Ratio = 300 / 85 = 3. o Group Select one of the predefined attribute groups. Select a ranking method if the Sourcing Super User has set the system up to allow you to change ranking methods. o Attribute Type Page 81/209 . 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. You can accomplish the by specifying weighting and scoring values for your line attributes. enter your line attribute information. click "Lines" in the navigation bar in the top left hand corner. 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. See "What information must I provide to describe my negotiation header"? After you have defined the negotiation header. However you may want to consider supplier responses to other line attributes in addition to price being offered when determining the best response. The system can then include the suppliers' responses to your line attributes when calculating the best response. See What are line attributes? for information about defining line attributes. 4. Make sure you select Multi-Attribute Scoring from the Ranking menu. navigate to the Attributes table and click Add Another Row.1. use the instructions in "How do I add lines to a negotiation"? to enter the line data and other required and optional line information. 5. To use weighting and scoring when defining a negotiation: 1. On the Create: Lines page. Grade). Groups are used for categorizing attributes. *Indicates a required field: o *Attribute (up to 240 characters) Name your line attribute (for example: Mileage. and you do not wish to use the default. PPM Defect Rate. When the page refreshes.

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

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

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

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

Or you may be willing to pay more per unit if your supplier can ship the order to a special location. For each (non-amount-based) line in your negotiation. 4. search and select the list you want to edit. click Apply. For these price breaks. you can either click the price element list name link. The first few words of the list description. The new list is validated.3.1. If any price elements are inactive. The list status (Any. Example: Assume you are purchasing PC keyboards. change the price element list status. 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. 6. You specify 20$ as your start or base price.) 3. (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. you can define as many price breaks as are appropriate. 5. On the Edit Price Element List page. The name of any price element defined to the list. The second offers a price of $18 a unit if purchasing over 500.Oracle Sourcing Help To edit a price list: 1. For example. you can o o o update the description for the price element list. click Go. When you have finished making your changes. Page 86/209 . you may expect to receive a discount from your supplier if you buy a large quantity of units. To edit the list. and how do I use them? Price breaks allow you to negotiate line prices with your supplier based on characteristics of your order. The search results display any price element lists matching your search criteria. Active or Inactive). When you have entered the search data.7 What are price breaks. The first offers a price of 19$ per unit if buying more than 100. On the Price Element Lists page. You then set up two quantity-based price breaks. You can search for a particular price list by : o o o o The list name. 2. you receive an error message. or select the price element list and click Edit. 7. You can then enter different assumptions into the system and have it calculate which response is the best. add or delete price elements from the list. Your suppliers respond to your negotiation specifying their responses to your price breaks. 2. or by a certain deadline.

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

Ship-To address/organization. 2. You can define as many price breaks as are needed to fully define your pricing structure. you could enter different order quantities and see which supplier response is the best for a certain quantity. Click Add Another Row to define additional price breaks.4. For example. Define your price breaks. To analyze price break information: 1.1 What are some negotiations strategies I can use? When creating a negotiation. For example. If you select Non-Cumulative. Select Required to force to supplier to respond to the price breaks you define. Also select either Cumulate or Non-Cumulative. you can offer a particular target price. You can set breaks by unit quantity. and 2) the details that a participant should provide when responding to that item. click Apply. 3. 4. and your supplier(s) have responded with quotes. click the response number link. Item attributes define 1) unique specifications that you set for an item. you will not be able to negotiate on effective dates. You can enter values for all price breaks you defined and the system will calculate which of the responses is best for the values you entered. 2. Page 88/209 . If you select None. 4.4 Additional Creation Topics 2. 5. Once you have defined all your price breaks. Search for the negotiation you're interested in. On the table of negotiations.1.Oracle Sourcing Help 3. click Analyze by Line from the Actions menus and click Go.1. you can have the system evaluate the supplier responses based on scenario information you enter. you will not be able to enter price breaks. and effective dates (available for non-cumulative price breaks only). On the negotiations summary page. and click Analyze Price Breaks. you could define multiple price breaks based only on order quantity. Select the negotiation line. 5. otherwise select optional. Analyzing Price Breaks Once you have defined your price break expectations. On the Analyze Line: Analyze Price Breaks page. price. 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. 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.

They are not carried over from one round of bidding to and subsequent round. you set an "ideal" threshold toward which the most competitive responders can strive.Oracle Sourcing Help If you want to ensure that specific details accompany every response to an auction item. 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. o Target Price Price you hope to pay for one unit of your negotiation item. The most competitive bids are often received in the closing minutes of an auction.your target price. and mark the item attributes as required. By displaying a target price." your auction is automatically extended if a new best bid is received during the AutoExtend window. By setting a start price. o Bid Decrement If you enable bid decrement. Bid decrement enables you to eliminate fractional improvements in bid prices. you allow all bidders the extra time to match and surpass the most competitive bids. add those details as item attributes. 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. 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. Using AutoExtend and Bid Decrement processing (auctions only) o AutoExtend If you set AutoExtend to "yes. Bid decrement accelerates improvements in bid prices and can help you quickly reach . All participants will be required to submit the requested attribute information with their responses. you communicate to participants the threshold beyond which you will not award the auction item. By enabling AutoExtend. you specify that bids must improve by the minimum amount you choose.and surpass . Enabling several AutoExtensions can spark several rounds of competitive participation.

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

To see event details. Page 91/209 . enter a title." Note that any draft negotiations associated with this event are not shown. 2.2 What is a sourcing event? A sourcing event is group of related negotiations. you can associate negotiations with the event while creating the negotiation on the Create Header page. You can then start associating negotiations with it. Click "Event" under the Create area of Quick Links on the Negotiations Home page. 4. To manage a sourcing event: 1. You may also want to create an event if you want to encourage respondents to participate in multiple. This takes you to the Manage Events page.4. similar negotiations. description. select the event and click "View Negotiations. You may want to create a sourcing event if you need to monitor several related negotiations as a group rather than individually. To create a sourcing event: 1. You can continue associating negotiations with the event until its inactive date is reached. or promise date 2. 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. click Cancel. Once the event is created. On the Create Event page. 2. 3.1. Your event is opened as soon as it is created. Using price breaks You can define price breaks on which you can then negotiate with your suppliers to develop a pricing structure based on item quantity. You have the choice of canceling only the event or canceling the event and all negotiations associated with it as well. To cancel an event. You can continue to associate negotiations with the event until the event's inactive date is reached. click the event number link. you first create an event. To use events.Oracle Sourcing Help Using price elements Price elements identify additional item costs beyond just price. delivery location. To see the negotiations associated with the event. 3. Click OK. and an inactive date. Such costs could include service related costs such as training or consulting services.

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

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

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

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

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

3. Or you may need the name of a contact who can answer questions you have about the negotiation line. 4. you must correct them and validate again. For example. adding any additional lines. Along the way. 4. 2. To view the backing requisition information during negotiation creation: 1. click the requisition number link to view detailed information on the line.Oracle Sourcing Help 2. 5. 6.4. 3. The Create Lines page displays any lines AutoCreate created using requisitions in Oracle Purchasing and allows you to create additional lines if necessary. 5.1. you may wish to view the requisition line information for the lines that AutoCreate carried over from Oracle Purchasing. click the requisition number link. or clicking Review to inspect the negotiation prior to publishing it. Click Apply Template. search for and select a contract template from the list of values. If you receive any error messages. delete or modify text. The Requisition Line Details page displays information in the following areas: o Requisition Page 97/209 . After you have created your header by adding a title (and adding/modifying any other information) clicks Lines in the top left navigation bar. you may need to view the demand linked to a particular negotiation line. See the Oracle Procurement Contracts online help for information on using contract templates. See the Oracle Procurement Contracts online help for instructions on modifying clauses. You can add. Select Validate from the Actions menu to verify the validity of the contract terms you are defining. On the Create Contract Terms page. Once the new draft negotiation has been created. 2. specifying negotiation controls.8 How do I view the backing information for lines AutoCreated from Oracle Purchasing? You can use the AutoCreate feature of Oracle Purchasing to use existing requisition information in Oracle Purchasing to create an RFQ or auction in Oracle Sourcing. continue by either clicking Suppliers to define a supplier invitation list. On the Requisition Summary page. When you have completed your contract terms. and possibly inviting suppliers. You can edit the clauses applied by the template as needed. you can access it and continue creating your negotiation. You can see this line information on the View Requisition Line Summary display. For AutoCreated lines. This includes all the other tasks such as creating your header. and then click the Details icon.

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

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

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

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

Page 102/209 . they might define other internal tasks that contribute to the overall execution of the contract. After you have finished defining your deliverable. On the Create Header page. click Add Deliverable. In addition to the contractual commitments that businesses need to fulfill.Oracle Sourcing Help 2.1 How do I create a deliverable and use it in a negotiation document? Businesses enter into contractual agreements with their trading partners and. 5. Search for and apply a contracts template. you can define your next deliverable. you can click Apply and Create Another. besides products and services bought or sold. If there are multiple deliverables to define. See the Oracle Procurement Contracts online help for instructions on defining deliverables. Once the page refreshes. 3. are classified as deliverables. To create a deliverable for a particular negotiation: 1. Click the Deliverables subtab and check that any deliverable already defined to this template is applicable for your negotiation. as part of the contractual agreement. 6. If Oracle Procurement Contracts is implemented. 2.2. you can create a deliverable and assign it to a negotiation. under the terms and conditions of the contract. To add a new deliverable. The commitments on the contracts. You can update a deliverable if needed or delete it altogether 4. click Contract Terms in navigation bar in the top left of the page. click Apply. On the Create Deliverable page define your new deliverable. will have commitments to fulfill.2 Using Oracle Services Procurement and Oracle Procurement Contracts 2.

There is a fixed amount limit attached to the service. If you need to specify price breaks.Oracle Sourcing Help 2. 4. Specify how price differentials are to be used within the negotiation (for example.3 How do I define services related lines? Services related line types allow you to negotiate on labor contracts. rate-based line: 1. 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. Fixed-price services such as corporate accounting services. The charge for this type of service is based on a flat amount for the service provided. make sure you select a temporary labor. is a response to the price differential required) 7. Enter values in your price fields if necessary. Search and select a job from the Job menu. 6. Select the price type (for example. click Select Price Break Settings and ensure it is not set to None. The Description. Fixed-price temporary labor such as contractors. and specify the differential associated with this price type. vacation). The charge for this type of service is based on hourly rates per person. Create attributes as needed to solicit additional information for this line. if appropriate. rate-based line type. and click Go. Enter your price breaks including Price Differentials. Job Details. Also. select Online to continuing entering your line description online. or consulting services. You can include services-related lines with regular amount-based and goods-based lines. Page 103/209 . On the Lines: Create Line page. 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. or click Load from Spreadsheet to upload a previously completed spreadsheet file containing all the line information 2.2 What kind of services can I negotiate for? If Oracle Services Procurement is installed and licensed. 9.2. 8. you can create documents that negotiate for many different types of services. Unit of Measure and Category will default according to the Job you select. General services fixed-price lines use a negotiation outcome of standard purchase order. To define a temporary labor. . 2. maintenance services.2. make sure you select the Global Agreement checkbox. 3. temporary administrators. 5. For temporary labor line types.

and then click Go. 6. 3. 5. 3. make sure you select a temporary labor. The Description. click Contract Terms in the navigation bar at the top left side of the page. add notes or attachments to the supplier. Create attributes as needed to solicit any additional information for this line. On the Lines: Create Line page. Continue defining the remainder of the negotiation. Finally. See the Oracle Procurement Contracts online help for information on using contract templates. Follow steps 1 and 2 above. Continue defining the remainder of the negotiation. You can use contract terms to specify legal and other requirements for your negotiation. To define a temporary labor.Oracle Sourcing Help 10. Continue defining your negotiation. you can create contract terms and apply them to your negotiation. fixed-price line type.2. fixed-price line: 1. make sure you select a general services. and then click Go. 2. 6.4 What are contract terms and conditions. Page 104/209 . 2. 4. 2. On the Create Negotiation page. Finally. You need the Contracts Terms Library Administrator responsibility to create and maintain clauses and contract templates in the Contract Terms Library. and how do I use them in my negotiation? If Oracle Procurement Contracts is installed and licensed. Create attributes as needed to solicit additional information for this line. Search and select a Job from the Job menu. 4. Follow steps 1 and 2 above. fixed-rate line type. On the Create Contract Terms page. 11. search for and select a contract template from the list of values. On the Lines: Create Line page. Using contract terms is an easy way to create and maintain standardized contract text which can be customized as needed. add notes or attachments to the supplier. Finally. To apply contract terms to your sourcing document: 1. add any notes or attachments to the supplier. 2. 5. You need the Manage Contract Terms responsibility to create and maintain contract terms on negotiation documents. and Category will default according to the Job you select. Provide the line with a description and select a Category value. Job Details. To define a general services fixed-price line 1.

2. To access a draft negotiation: You can use draft negotiations to spread out the creation process over several sessions. On the Manage Draft Negotiations page.3 2. If you receive any error messages. This takes you to the negotiation summary page for that negotiation. you must correct them and validate again. To search for your negotiations in progress: At any one time. 2. or clicking Review to inspect the negotiation prior to publishing it. search for the negotiation you wish to access. 4. 3. delete or modify text. Follow the instructions in How do I create a new negotiation? to create a new negotiation. You can also monitor the progress of your open negotiations. Unlock. Page 105/209 . To create a new negotiation: Click the appropriate link under the Create section of Quick Links. You can also use drafts to allow a team of collaborators to all work on the same negotiation. Review and Submit). you may have several ongoing negotiations. 5.3.Oracle Sourcing Help 3. 6. Click the "Manage" link under Draft in the Quick Links section of the Negotiations Home page.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. From here. You can add. To access a draft negotiation: 1. From the Results display. 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. You can edit the clauses applied by the template as needed. 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. When you have completed your contract terms. continue by either clicking Suppliers to define a supplier invitation list. Click Apply Template. select a negotiation and click the appropriate button (Edit.

To see the complete list of negotiations you created. 5. enter the Bid/Quote Received Time. and click Go. To place a surrogate bid on behalf of a supplier: 1. Select a contact for the supplier and click Create Surrogate Bid/Quote. 2.2 How do I monitor the negotiations I have created? Access the negotiation you wish to monitor. a surrogate bid can be entered into the negotiation. you can either Select View Response History from the Actions menu and click Go. On the negotiation summary page. If you do not see your negotiation. Continue from the Terms and Conditions page with regular a response if terms and conditions are required.Oracle Sourcing Help Note that the Your Negotiations at a Glance section shows a limited number of entries based on time remaining. click Full List. 3. 2.3. On the Create Bid/Create Quote page. 2. 4. Click the Responses number to access the Details page for the negotiation. Negotiations in which you are participating appear under Your Negotiations at a Glance.3. It is when the buyer receives the offline copy of the response or when the supplier mails/faxes the response. Oracle Sourcing buyers can place surrogate bids on behalf of such suppliers. select Create Surrogate Quote/Bid from the Actions menu. From the negotiations summary page. 6. From the Negotiations Home page. enter the name or contact of the surrogate supplier in the Supplier field and click Go. and then click View Response History to see information on responses to this negotiation. You also search for all open negotiations to which you have access. Page 106/209 . 7. Sign on to Oracle Sourcing with Sourcing Super User responsibility. On the Create Surrogate Bid/Quote: Select Supplier and Contact page. 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. Click the negotiation number to access the negotiation summary page where you can see information on the negotiation. Clicking the number of your negotiation takes you to the negotiation summary page.3 How do I respond on behalf of suppliers without Internet access? Sometimes suppliers cannot place their responses online since they have no online access. click Full List. Once the buyer has received all the bid/quote information.

To view the graphical monitor of a negotiation. From the Negotiations Home page. To view information on responses. Select a negotiation item. click the number link in the Responses column. On the Analyze Line page. Only buyers can view the graphical monitor in blind style negotiations. 2. select the responses you wish to compare and click Compare. Select the line(s) whose responses you wish to inspect and choose the type of monitor you wish to view . identify the negotiation you wish to view. 4.3. o o o Note: The graphical monitor is not available for sealed style negotiations until they are unlocked. To view a complete list of your negotiations.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. From the Search Results display. You can easily compare the negotiation attribute values for these competing responses. To use Your Negotiations at a Glance: Under the Your Negotiations at a Glance area of the Negotiations Home page. 5. To compare negotiation attribute values for competing responses: 1. you may receive responses from multiple suppliers. 3. select the line and click Analyze. To view messages sent to you from suppliers (if any) click the number link under the Unread Messages column. click the negotiation number link.Price/Score by Time or Price by Score. perform a simple or advanced search to locate the negotiation whose responses you want to compare.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 graph icon to the right of the negotiation. 2.Oracle Sourcing Help 2. o To view the information about the negotiation such as item information. Note that the table displays only a limited number of entries. All participants can view the graphical monitor in open style negotiations. then click View Monitor. click Full List. response controls or invitation list.3. select the negotiation and click the Graphic Monitor icon. Page 107/209 . To perform a side-by-side analysis on all responses to the line.

select Export Quotes/Bids from the Action menu. Page 108/209 . Each response is identified by its response number. Open the file and complete it according to the directions in the Instruction file. To download responses: 1. 5. If you have never used spreadsheet files before. click the negotiation number for the negotiation to access the Negotiation Summary page. If you did not use price elements in your negotiation. Save the file. there will be only one segment for each graph with that segment comparing simply the price. the chart will show the total price calculated by combining all the responses to the price elements. You can also update the spreadsheet with your award decisions and then upload it to identify winning responses. The Price Analysis chart compares the calculated line prices offered by the responses.Oracle Sourcing Help 6. On the Export Quotes/Bids to Spreadsheet page. You can pause your cursor over each section of the bar to see the exact response value to that segment. 3. You can download bids whether the negotiation is open or closed. 4.3. 2. 2. select the type of spreadsheet you wish to down load. If there are any attachments. These charts compare different aspects of the responses. This is useful if you have received a large number of responses and want to compare them offline. You can display these charts by clicking the triangular icon labeled Show Chart. The Analyze Line: Compare Quotes/Compare Bids page displays a sideby-side comparison of the response details for all responses you chose to compare. If you defined price elements to be included in your price calculation. Note that there may be two other charts available on the page depending on how you defined your negotiation attributes.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. From the Your Negotiations at a Glance section. you can view them by clicking the icon in the Notes/Attachment row. Save the file to a convenient location. On the Negotiation Summary page. You can use an Excel spreadsheet file or a text spreadsheet file. you should also download the Instructions file.

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

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

Be sure it is not an amount-based line type. or your can restrict them to only offering price responses to the price breaks you define. you can only define price breaks on goods-based line items. 2. However. On the Line:Create Line page. For example. if you buy 550 PC keyboards. If a line's price breaks are cumulative. the system will identify Supplier 2 as the best response. the break accumulates as the quantity increases. you can set break prices for: A quantity range A Ship-To Address An effective time period Any combination of the above All price breaks for a single line are either cumulative or non-cumulative. you will not be able to enter price breaks. given the price break structure defined in the table above.Oracle Sourcing Help 100 500 $19 $18 $18 $15 $17 $16 Once you have entered your price break values and your suppliers have responded to them. 3. Click Select Price Break Settings to access the Create line: Select Price Break Setting page. Supplier 1 is the best response. you can enter assumptions into the system and it will calculate which response is the best. you will not be able to negotiate on effective dates. otherwise select optional. You can specify what the supplier's response to the price break should be. Page 111/209 . You can control the ability of your supplier to respond to your price breaks. You can allow suppliers to respond with new price breaks of their own as well as edit any price breaks that you suggest. the effective date values are not available for price break usage. If you select None. If the price breaks are cumulative. Also select either Cumulate or Non-Cumulative. Select Required to force to supplier to respond to the price breaks you define. Additionally. For each line. define your negotiation line normally. To enter price breaks: 1. If you select Non-Cumulative. Click Select Price Break Setttngs. Setting Up Price Breaks You can only define price breaks for documents with an outcome of blanket purchase agreement. if you buy 120 PC keyboards.

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

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

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

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

select the suppliers and click Change Shortlist Status.Oracle Sourcing Help To change your auction's AutoExtend settings: 1. 3. Note: Once the negotiation is closed. You can modify the following AutoExtend options: o o o o Lines you want to AutoExtend (AutoExtend all lines. 4. On the Negotiations Home page. For example. Under Your Negotiations at a Glance on the Negotiations Home page. 2.13 What is shortlisting and how do I use it? Shortlisting is a way to divide suppliers who have provided responses to a negotiation into two groups after response analysis. you will see all the responses from the last round. select Award by Quote/Award by Bid from the Actions menu. If you choose to shortlist any suppliers. or only those that receive bids during the AutoExtend period) Number of extensions allowed Length of each extension Start time of each extension (at the scheduled auction close time. you may wish to eliminate certain suppliers whose offers were not acceptable. On the negotiation summary page. The second group includes suppliers whose responses are unacceptable and whose further responses will be ignored for awards. and you are making your award decisions.You must remove the supplier from the list by changing its status. 3. Page 116/209 . click Apply. and click Go. Once you have made your changed. select the Extend Auction option from the Actions menu and click Go. you will not be able to award them any business. Their response information is displayed only for comparison and analysis. You can also review and extend your auction's scheduled close date and time. All suppliers who participated in your negotiation are initially included in the shortlist. search for and select the negotiation. The first group consists of suppliers whose responses fall within an acceptable range and can be considered candidates for awards. review your current AutoExtend settings (if any). You do this by removing these suppliers from the short list.3. On the Extend Auction page. 2. after the analysis of a first round of responding in a multi-round negotiation. Close the negotiation if it is not already closed. On the Award by Quote/Award by Bid page. click the number for the negotiation whose AutoExtend values you wish to change. or upon receipt of a new winning bid) 4. To change a supplier's shortlist status: 1. Responses from these suppliers are no longer considered as viable for award decisions. 2. On the negotiation summary page.

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

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

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

select the Close Early option from the Actions menu and click Go. Note that you cannot manually close an auction after its first AutoExtension has been triggered.Oracle Sourcing Help 2. 4. 2. enter the new date and time you want to close the negotiation or choose to close it immediately. For example. On the negotiation summary page. 3. This note is included in the notification that will be sent. there may have been too few responses. you may wish to simply cancel the negotiation. If desired.16 How do I cancel a negotiation? Sometimes. Under the Your Negotiations at a Glance section of the Negotiations Home page. click the negotiation number for the negotiation you wish to cancel. the buyer can update information defined in the document if necessary.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. select the Cancel RFQ/Cancel Auction option from the Actions menu and click Go. click Full List. the responses to your negotiation do not meet your needs. This update is called an amendment. click the negotiation number for the negotiation you wish to close. Under the Your Negotiations at a Glance section of the Negotiations Home page. On the negotiation summary page.3. enter a note to your suppliers. Amendments can be created anytime after the preview date/time (or open date/time. Click Apply. 1. Page 120/209 . 3. Click Apply. or the items are no longer needed. In any of these cases.3.3. 2. 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. If you do not see the negotiation. 2. or the terms of the responses are not acceptable. 5. The system notifies all the invitees and participants of the cancellation. if no preview date/time was specified) and before the close date/time. On the Cancel page. 4. 2. To close your negotiation early: 1. you can enter a text note to participants explaining why you are canceling the negotiation.

select Create Amendment from the Actions menu. The printed version of the negotiation is appropriate for public display since it excludes all internal data such as internal attributes. 2. or updates to line information if necessary. Buyers need the capability to download and print a negotiation for offline review. 12345. additions. Approvers will receive notification that they need to approve the amendment. 7. for example. the Submit button changes to Publish. enter any line changes. On the Create Amendment Header page.3. This suffix is incremented every time you create a new amendment for this document. current prices. On the negotiations summary page. You cannot add or delete suppliers on the Create Amendment Suppliers page during an amendment. you must enter a new Description for the amendment and make any other header level attribute changes you need. If you have approvers identified on the Collaboration Team on the Create Header page. You go to the Create Header page. no new responses can be received on the previous negotiation. 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. Responders should be able to complete negotiation documents and return the results by FAX. On the Create Amendment: Lines page.Oracle Sourcing Help To create an amendment to a sourcing document: 1. 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 . mail or email. or names of invited suppliers. use the active negotiation's negotiation summary page. Once approved (or if approval is not required). To invite new suppliers.18 How do I print information on my negotiation? Much business communication today is carried and managed offline. Draft amendments are available on the Negotiations Home page if you click Drafts in the Manage Quick Links section. 6.1. Once you click Publish. Notice that the negotiation number has now been given a suffix. You can save the amendment as a draft at anytime during the creation process if you click Save Draft. 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. If Oracle Procurement Contracts is implemented. 2. Change the negotiation rules on the Create Amendment: Controls page if necessary. 8. 5. You can review the new changes compared to the current active negotiation by clicking Review. 3.

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

click the entry in the Document Number column. click Apply. Click "Deliverables" under Manage in the Quick Links section of the Negotiations Home page. If Oracle Procurement Contracts is installed and licensed. Select View Award Approval History from the Actions menu. scroll if necessary to find your deliverable. To update the information on a deliverable. Navigate to the summary page for the negotiation 2.3. a buyer may ask a supplier to provide copies of personnel certification. See the Alert column for important information on the deliverable's status. 3. For example. o o o To see information on the deliverable. The Award Approval History page shows who has approved your award recommendation and the approvals remaining in the approval chain. This allows you to quickly pinpoint any negotiations that are at risk because a deliverable has not been provided. You can easily view the status of all your deliverables. 5. some of which will require deliverables.Oracle Sourcing Help To view the approval status of a negotiation: 1. When you are finished updating the deliverable information. 2. you may have many negotiations in progress. On the Manage Deliverables page. click the Update icon. or delivery schedule before the buyer will consider finalizing a contract with that supplier. click the entry in the Deliverable Name column. you can perform the following modifications (note that changes to the deliverable status are tracked and can be displayed): o o Change the deliverable status. When results are displayed. Page 123/209 . a detailed project plan. 4. enter enough search values to restrict the results to the deliverable(s) in which you are interested. On the Update Deliverable page.20 How do I manage deliverables I have assigned to a negotiation? Deliverables are additional requirements which must be provided by a supplier as part of the negotiation process. To view and update your deliverables: 1. Modify or delete an existing attachment. To see information on the negotiation to which the deliverable is assigned. you can create and manage deliverables for your negotiations. or add a new attachment. At any point in time. 2.

To unlock and unseal an RFQ/auction: 1. Close the negotiation if it is still open. An RFQ/auction can only be unlocked and unsealed after it is closed. In addition. 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). You can award an individual line to a single supplier. 2. On the Confirmation page. Note: You will always be able to unlock and unseal an RFQ/auction you have created. Page 124/209 . You can divide an individual line among multiple suppliers. On the negotiations summary page. Select Unseal from the Actions menu and click Go.3 What are the different methods I can use when performing awards? Once you have closed your negotiation and analyzed the responses you received." 4. click the number link in the Quote/Bid column. 4. 2. click "Return to Negotiation Summary.4. 3.1 How do I view the responses I have received? 1. an RFQ/auction cannot be awarded until it is unlocked. Additionally.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. you can make your award decisions. There are several methods you can use when awarding business in a buyer's auction or RFQ: You can award the entire negotiation to a single supplier (multiple suppliers if the outcome is a blanket purchase agreement). other users from your company who have the appropriate function security can also unlock and unseal your RFQ/auction.4. There is an entry for each supplier who has placed a quote/bid in the negotiation. 3. On the negotiation summary page. select View Quote/Bid History from the Actions menu and click Go.4. select Unlock from the Actions menu and click Go.Oracle Sourcing Help 2. You can accept and use the decisions generated by the AutoAward feature. The Quote/Bid History page displays the responses the negotiation has received. 2. From the Your Negotiations at a Glance section of the Negotiations Home page. To see details about a particular response. In addition. 2.4 Awarding Negotiations 2. The resulting page shows details about the response. click the negotiation number link of the negotiation you wish to see.

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

Oracle Sourcing Help Page 126/209 .

Oracle Sourcing Help 2. 2. Click Save Award. award multiple lines to the same supplier. On the Award by Quote/Award by Bid page. You can enter award decisions at the supplier level or the line level. To award multiple lines to a supplier: 1. or award each line its own supplier. Access the negotiation you wish to award. 2. select the supplier(s) to whom you wish to award the negotiation lines and click Award Multiple Lines. you can begin awarding business. On the Award Multiple Lines page. Note that you can select multiple suppliers on this page. On the negotiations summary page. Once the negotiation is closed. To award an entire negotiation to a supplier: 1. Once you have selected the action. If you selected multiple suppliers. 1. 3.4. You can wait until the negotiation reaches its specified close date/time. their responses are displayed side by side for easy comparison. This provides flexibility and allows you to quickly enter award decisions. From the Action menu. Any lines to which the supplier did not respond are not awarded. you see all the suppliers who responded to your negotiation. To award the entire negotiation to one supplier. You also see entries for every Page 127/209 . you see the response information on the supplier(s) you selected in the previous step. On the Award by Quote/Award by Bid page. Note: The auction or RFQ must be closed for responses before you can award business. 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. Note also that you can change the shortlist status of a supplier on this page as well. On the Award Quote/Award Bid page. or. You can award the entire negotiation to a single supplier.4 How do I award business in an RFQ or auction? There are several ways you can award business for a negotiation. you see the information on the negotiation and any responses it has received 3. Click Award to identify the supplier to whom you are awarding the negotiation. select the supplier and click Award. select Award by Quote/Award by Bid to award an entire negotiation or multiple lines of a negotiation to the same supplier. you can manually close the negotiation prior to its specified close date/time. you see the response information for the supplier(s) you selected in the previous step. click Go. 1. if the negotiation controls allow it. Or select Award by Spreadsheet to download the responses to a spreadsheet file and enter your award decisions there. All lines to which the supplier responded are awarded to that supplier. 2. Select Award by Line to award each line to its own supplier.

Follow the instructions in Step 2 and Step 3 above to enter that line's award decision 7. 3. 4. You can choose to leave it unawarded. o o 3. select the line you wish to award and click Award. If you have removed any suppliers from the shortlist. Click "Award by Line" to return to the Award by Line page. Select the next line to be awarded and click Award. select Award by Spreadsheet from the Actions menu. you can choose to download only the responses from the remaining shortlisted suppliers. You do not have to award a line. On the Award by Line page. For amount-based line types. Continue until all lines have been awarded. This is useful if you have received a large number Page 128/209 .Oracle Sourcing Help line in the negotiation. you can split the award by entering a value in the Award Quantity for each supplier. Click Save Award To award a single line to a supplier: 1. 2. Select the supplier(s) to whom you wish to award this line and enter the number of units to be awarded in the Award Quantity field. For each line. Note the following: o o If you select multiple suppliers for this line. you cannot award more units than specified in the negotiation quantity. Once a line has been totally awarded. but you can award less. 5. On the Award Line page. an awarded chekmark appears for the line. 2. 6.4. You can then save the responses as a spreadsheet file and view the instructions in the readme file contained in he zip to review offline to make your award decisions. select the radio button for the supplier to whom you wish to award that line. For quantity-based line types. the award simply identifies the supplier from whom business will be awarded in the future . click Save Award. To award using a spreadsheet: If you wish to download the responses for a negotiation. you see all the suppliers that responded to this line. Once you have selected the suppliers and specified the number of units to be awarded to each.5 How do I download the responses I have received? You can download all the bids and quotes you receive for a negotiation into a spreadsheet for offline viewing.

If you have never used spreadsheet files before. 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. You can use an Excel spreadsheet file or a text spreadsheet file. Save the file to a convenient location. On the Negotiation Summary page. Using subjective scoring. Save the file. you should also download the Instructions file. After you have completed your award decisions. select the type of spreadsheet you wish to down load. With this method. 2. On the Export Quotes/Bids to Spreadsheet page. you can enter a subjective score for the header attributes.4.6 How do I manually score header attributes? Using header attributes. From the Your Negotiations at a Glance section. you can manually score the responses you receive for a negotiation. To enter straight scores.Oracle Sourcing Help of responses and want to compare them offline. Open the file and complete it according to the directions in the Instruction file. 2. These attribute scores are then added up and the total is the total score for that response. you first define the header attributes including weights and maximum scores during the creation of the negotiation. You can download bids whether the negotiation is open or closed. upload your awards into the system. click the negotiation number for the negotiation to access the Negotiation Summary page. you enter a number (up to the defined maximum) for each attribute score. weighting is implied in the maximum score for each attribute. You can enter straight scores for an attribute. Page 129/209 . You can also update the spreadsheet with your award decisions and then upload it to identify winning responses. 3. select Export Quotes/Bids from the Action menu. Once a response is received. To download responses: 1. 5. 6. During this process. 4. you can also specify whether the supplier can see the scoring criteria. How is a response's score calculated? There are two ways to define header attributes depending on how you wish scores for the response to be calculated. The system will calculate a weighted score based on the score value you entered for each attribute.

Oracle Sourcing Help

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

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

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

Oracle Sourcing Help

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

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

You receive two bids as follows on the auction item:

Bidder Office Supplies Your PCs

Bid Quantity 30 30

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

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

Bidder Office Supplies Your PCs

Bid Quantity 30 30

Consumed Quantity 30 20 10

On Number 12345 12345 98762

Requisition

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

Oracle Sourcing Help

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

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

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

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

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

This option uses Workflow notifications to obtain signatures online.4. When you are creating the purchase order document. or finding reusable invitation lists to apply when creating a negotiation. Page 137/209 .5. Searches are conducted using a search criteria and one of that criteria's search value. Some examples include searching for negotiations in which to participate. 2. Once both you and the supplier have accepted the purchase document. To save time and perform accurate searches. use the search tips below. you can require that the supplier sign and accept the document. it is ready for execution. you can award business to selected suppliers and subsequently initiate the purchase order/contract creation. Suppliers can use iSupplier Portal to accept the document or can request that you enter acceptance on their behalf. you are sent a notification requesting your acceptance as well. Document or Shipment Supplier can accept the document or individual lines.1 Searching How do I search for information on Oracle Sourcing? There are many times when using Oracle Sourcing that you need to search for information. Document Only Suppliers are required to accept the entire document. Document and Signature You and the supplier must sign the document to indicate acceptance.Oracle Sourcing Help 2. In most cases when specifying a search value. If the supplier accepts the document. you have the choice of four levels: None No acceptance is required. A notification is sent to the supplier requesting a signature to indicate acceptance after the purchase order is approved by any internal approvers. Once the negotiation is closed for responses. 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. If you require acceptance.5 2.13 What is contract binding? If Oracle Procurement Contracts is implemented. you can use the wild card (%) as necessary The search process varies depending on what you are searching for.

A common task is monitoring and administering all these different negotiations. To perform an advanced search. These include those mentioned above as well as type. title.1 Searching for your negotiations in which you are participating: At any point in time. click Full List.Oracle Sourcing Help 2. 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. enter a value for the search criteria in the Search Negotiations fields at the top of the Negotiations Home page.1. status. To perform a simple search. From the Your Negotiations at a Glance display. you may have several negotiations that are in different states. security level.1.2 Searching for all negotiations to which you have access: In addition to the negotiations you own. All these negotiations can be viewed and accessed from the Your Negotiations at a Glance section of the Negotiations Home page. There are several criteria you can use when performing a search to restrict the number of search results. To see the complete list of negotiations you created. or supplier. You can use any combination of these search criteria to reduce the number of results you receive. you enter search values for multiple search fields. on the Negotiations Home page. event. you select one of the criteria mentioned above from the drop down menu. One may still be in its preview period. click Advanced Search. item. Note that the display shows only a limited number of negotiations. Page 138/209 . select the type of search from the "Search Negotiations" menu. These include number. and click Go. The Your Negotiations at a Glance display shows all negotiations you created in order of time left before their close date/time. When using the advanced search. item category. 2. For others you enter values. and a last closed and being awarded. another open and being responded to.5. For some fields you select menu options. You can select one of two search methods: simple and advanced. supply a search value. and task number. When using the simple search method. project number.5. 1. You can click the responses link to go to the History page where you can see the details of any responses. Enter search values for as many search fields needed to qualify your search. creator. you can click the negotiation number link to go to the negotiation summary page to see details of the negotiation. style. To perform a search. specify a search value and click Go.

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

1. you must identify item(s) on which you wish to negotiate. 3. On the Search and Select: Inventory Item page. 3.Oracle Sourcing Help 1. Click Go. select the correct item and click Select. select the supplier(s) and click Invite. enter a search value for either the item name or a word in the item description. 2. and click Go. Enter as many search values as are needed to efficiently qualify your supplier search. Click the Select button or the Quick Select icon. Select the type of search from the drop down menu. You must also specify the category to which the item belongs. You are returned to the create page with the category value inserted in the Category field. To search the Approved Supplier List Criteria. 1. you can search and specify a category value but cannot specify an item value. If you wish to see all suppliers who provide a particular commodity. click Search. enter appropriate search values search values. How you search depends on whether the line type for your item is amount-based or goods-based. You 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. Click the flashlight icon next to the Category field. use the flashlight to search and select commodity or item. From the Results: Suppliers display. Click the flashlight next to the Item field. The category value defaults according to the item you select. 2.5. Scroll through the Search Results display and select the correct category. 2. Page 140/209 . you can search by either the Category name or by words contained in the Category Description.1.5 Searching for lines and categories While creating your negotiation. you can search and specify an item value. click Show Approved Supplier List Criteria and select the attribute values by which you wish to search. On the Search and Select: Category page. After you have entered your search values. click Show Business Classifications and select the attribute values by which you wish to search. To search by Supplier Business Classifications. 2. For goods-based items. enter a full or partial supplier name. With amount-based items. From the Search Results display. If you know the name of the supplier you wish to invite.

5. such as the percent sign (%). On the Search and Select page. select the list and click the appropriate links or buttons to process the list if necessary and to apply it to your negotiation. For example. you can search for all lists that contain a particular list entry. This includes addresses such as Bill-To and Ship-To. 3. Page 141/209 . The search value can be an address name. To search for and select a different address: 1.7 Searching for lists When creating a negotiation. a search on %Boston might return North Boston as a billing address. you can search for all price element lists that contain a particular price element. If you do not know the beginning of the name.Oracle Sourcing Help 2. a partial name. 2. 3. To search and apply a list: 1. For example. you may need to change the default to a different address.6 Searching for addresses: While creating negotiations. a search on b% returns both Beijing and Brussels. The system performs a begins with search using any search values you entered. From the Search Results display. Click Go. Find the correct address and click Select.1.5. %. For each list. a search on br% returns only Brussels. enter a search value in the Search field and click Go. use a wildcard. For example. On the negotiation creation page. most lists allow you to search by the list name and/or words in the list description. click the link to apply a predefined list. Such lists include lists of item attributes or price elements. In some cases. Additionally. The Search Results display shows all addresses that matched your search criteria. or the search wildcard. many attributes default according to the organization you select. Click the flashlight icon next to the address field.1. Enter as many search values as required to efficiently qualify your search. you can search using multiple criteria. there are many predefined lists which you can apply to your negotiation to save time and standardize your sourcing practices. You are returned to the negotiation creation page with your new address appearing in the address field. however. 2. 2.

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

savings is zero. Sourcing Buyer Intelligence Reports 4.1. as well as the total amount awarded to this supplier. 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).type (bid or quote). Amounts do not include lines where award quantity and award amount are unspecified. 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. You can use Sourcing Intelligence to: Track trends of purchases over time. Page 143/209 . View summary reports that allow additional details. see "How do I run the reports?" Notes: Note the following when generating and evaluating report information o o o Any report displaying calculated amounts does not include any RFI amounts. You can view the reports online.2 What are the Sourcing Intelligence reports I can generate? You can generate any of the following Sourcing Intelligence reports: 4. 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.1. Identify negotiation opportunities. the report shows the total amount generated by each sourcing transaction. If Current Price is not available. To run the Awards by Supplier report.Oracle Sourcing Help 4. Sourcing Intelligence promotes the increased efficiency by enabling visibility and analysis of system transactions. For each supplier. You can sort the report by clicking on the any of the underlined column headings.1 4. See "How do I export report data to a spreadsheet?" 4.1.1 Introduction to Sourcing Intelligence What is Sourcing Intelligence? Sourcing Intelligence provides all the analytic and transactional reporting for your Sourcing application.2.

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. savings is zero. To run the Savings by Category report. select Standard Purchase Order.1) report for the items listed. Once you have generated a Savings by Category report. Any report displaying calculated amounts does not include any RFI amounts.2. the report reflects only the system-hosted catalog item categories.1.1.2. Section 4.3 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. see "How do I run the reports?" Note: For the Auction Outcome report parameter. Any report displaying calculated amounts do not include any RFI amounts. Amounts do not include lines where award quantity and award amount are unspecified. The report is sorted by category.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. you can generate a Savings by Item (Section 7. Amounts do not include lines where award quantity and award amount are unspedified. with the category with the highest productive award appearing first.3. Blanket Purchase Agreement.Oracle Sourcing Help 4.1. To run the Awarded Bids Detail report.2. 4. Page 144/209 . Note the following when generating and evaluating report information: When entering a category search parameter. the report reflects only the system-hosted catalog item categories. If Current Price is not available. see. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. You can view the supporting awarded bid by clicking the Auction number or Bid number. or All Outcomes.1.

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

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

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

Amounts do not include lines where award quantity and award amount are unspecified. 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. Amounts do not include lines where award quantity and award amount are unspecified. To run the Savings by Category report. or All Outcomes. Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity. Any report displaying calculated amounts do not include any RFI amounts. Note the following when generating and evaluating report information: When entering a category search parameter. Page 148/209 . 4. savings is zero. Blanket Purchase Agreement. select Standard Purchase Order.2.Oracle Sourcing Help Notes: Note the following when generating and evaluating report information o o o Any report displaying calculated amounts does not include any RFI amounts. the report reflects only the system-hosted catalog item categories. You can view the supporting awarded bid by clicking the Auction number or Bid number. If Current Price is not available. To run the Awarded Bids Detail report. the report reflects only the system-hosted catalog item categories. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity.3 What is the Awarded Bids Detail report? The Awarded Bids Detail report displays detailed information about auctions for which business has been awarded. you can generate a Savings by Item report for the items listed. If Current Price is not available. see "How do I run the reports?" Note: For the Auction Outcome report parameter. savings is zero.2. with the category with the highest productive award appearing first. 4.2 What is the Savings by Category report? The Savings by Category report displays your total savings broken down by item category. Once you have generated a Savings by Category report. Any report displaying calculated amounts do not include any RFI amounts. The report is sorted by category.

You can view individual quote details by clicking the quote number. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. If Current Price is not available. Blanket Purchase Agreement. If Current Price is not available. Note the following when generating and evaluating report information: o o o o When entering a category search parameter. 4. savings is zero. the report reflects only the system-hosted catalog item categories.Oracle Sourcing Help Amounts do not include lines where award quantity and award amount are unspecified. Page 149/209 .2. or All Outcomes. select Standard Purchase Order. savings is zero.4 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. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. Any report displaying calculated amounts do not include any RFI amounts. Amounts do not include lines where award quantity and award amount are unspecified. see "How do I run the reports?" Note: For the Auction Outcome report parameter.

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

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

Find a negotiation in which to participate (See Section 2. 3. you can view information on the item attributes by clicking the "View" link under the Details column.1 “How do I access negotiations”). click the negotiation number to access the Negotiation Summary page for the negotiation in which you are interested. price elements. 2. To respond to a negotiation you must: 1. Submit your response (bid.6 “How do I submit a response online”). 5. Alternatively. The Notes and Attachments section displays any text messages from the buyer and any attached files. Attachments can be viewed by clicking the paperclip icon.2. (See section 5. or price breaks associated with it.1. Click the negotiation number to access the Negotiation Summary page.1 “How do I monitor negotiations to which I've responded”).4 How do I view the details of a negotiation before placing a response? 1. This includes such information as the time the negotiation. detailed item information. or quote). use the Search Negotiations fields to access the Active Negotiations page. Under Open Invitations.1.4. If the item has attributes. 2.3 How do I respond to a negotiation? Suppliers can respond to public negotiations and private negotiations to which they have been invited. pricing. (See Section 5.Oracle Sourcing Help Creating and managing sourcing events Updating profile information Viewing award decisions Updating profile information 5. the response controls. The Negotiation Summary page displays all the current information for this negotiation. Page 152/209 .1. 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. shipping and billing information. Monitor the action in the negotiation in which you are participating.

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

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

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

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

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

click the negotiation number link under Your Company's Open Invitiations to view negotiations to which you have been invited. Price elements identify additional costs associated with an item which need to be negotiated in addition to the item price. To view the notes and attachments: 1. there will be two attachments for each line. 5.Oracle Sourcing Help 5. on occasion the buyer may need to communicate or request additional information such as specialized requirements. 2. 5. click Return to Negotiations to return to the negotiation summary page. The first attachment is the requisition header attachment.1.8 How do I use item attributes and price elements when responding to a negotiation? When creating a new negotiation. To see the detail information for each line. you see any notes and attachments assigned by the buyer to the line. Once you have viewed all your attachments. Alternately. you can view these specific item details (if allowed by the buyer) and enter additional values to target your response. a buyer can add item attributes and/or price elements to any item(s) in the negotiation. Page 158/209 . Click the Lines subtab to see details of the negotiation lines.7 How do I view the attachments associated with the negotiation to which I am responding? In addition to the typical negotiation information. By default. search for an open negotiation by selecting a search criteria. the page displays the negotiation header information. 4. 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.1. 3. From this page you can continue placing a response. From the Negotiations Home page. Click the negotiation number link to display the negotiation summary page. The second attachment is the line attachment. click that line's number link. 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. providing a search value and clicking Go. The buyer can use the note text box for short communications or use attachments for larger amounts of information. On the Line: page. If this line was AutoCreated from Purchasing and there was both an attachment at the requisition header level as well as attachments at the line level.

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

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

click Cancel Proxy at the bottom of the page. 1. However. Cancelling proxy bidding In most cases. When the Rebid page appears. and click Cancel All Proxies. Page 161/209 . Power bidding cannot be used if any of the auction items contain price elements. To cancel proxy bidding. Or in a multiattribute weighted negotiation. there may be certain instances in which the bidder needs to end proxy bidding early. On the Rebid page. you can monitor its progress by locating the negotiation number under Your Active and Draft Responses section of the Negotiations Home page. once proxy bidding has been initiated. proxy bidding in suspended. the system will continue to rebid at lower prices until the bidder's minimum bid price is reached. Once you have placed a bid using proxy bidding. For example. To continue placing a new bid. The Cancel Proxy Bidding page shows all line items for which you have proxy bidding enabled. 5.1. all of your bids (losing and winning) in an auction are improved by the percentage you enter in the Power Bid field. The Cancel Proxy Bidding page redisplays without the line item(s) for which you just disabled proxy bidding (you can choose to retain proxy bidding on some line items but not others) 4. In both these cases. The bidder specifies the amount of the price decrement (expressed as a percentage or a flat price reduction) and the minimum price to offer. it can be allowed to run to conclusion. Click Create Bid to create a new bid. the promise date offered by the bidder may need to be updated due to unforeseen situations at the time the proxy was begun. Select the items for which you wish to disable proxy bidding. When you use power bid. 2. Usually.1. click Create Bid. To view the details of your current bid. Once enabled. click the Response number link. this happens when the bidder needs to update bid information. At this point.Oracle Sourcing Help 5. 3. the bidder may wish to halt the proxy bidding to update bid information. continue entering your new bid information (including new proxy specifications if desired).12 What is power bid? Power bid allows you to expedite your rebidding when you have bid on several items in the same auction. the bidder may wish to update the non-price related information to improve the price to total score ratio.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.

select the type of file(s) you wish to download. 5. Your bid prices so not take effect until you click Submit Bid. 5. You can create the spreadsheet once and then make only the modifications necessary for a particular negotiation. On the Quote/Bid by Spreadsheet page. then click History to review responses. Open the spreadsheet file and complete according to the instructions in the Read Me file included in the zip. select Create Quote/Bid from the Action menu and click Go. From the negotiation summary page. 7.25. 4. even if your new bid price exceeds the current best bid for any auction item. As you prepare to respond.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. 2.Oracle Sourcing Help To use power bid: 1. Page 162/209 . Access the open negotiation to which you wish to respond. The recalculated price appears in the Price field. Bulk loading is also useful if you respond to similar negotiations that occur repeatedly. Click Recalculate to preview your power bid prices. Access the auction on which you want to rebid. Navigate back to the Quote/Bid by Spreadsheet page. You can then enter a new power bid percentage and click Go to revise your power bid. for example. click Clear Changes. To download a spreadsheet and prepare your bid or quote offline: 1. On the Create Bid page. you may want to look at responses that have already been submitted (not viewable in blind or sealed auctions or in RFQs). 2.1. 3. After you have located a negotiation on which to bid. Because you are only previewing your power bids. 3. You can download an Excel spreadsheet or a text spreadsheet. Save the spreadsheet file to a convenient location. 5. Enter numbers. 4. Save the file. your bid status does not change yet. 6. When you are satisfied with your power bid prices. If you want to return to your original bid prices. enter the power bid percentage by which you want to decrease each of your bids in the auction. click Submit Bid and review the details of your bid. click the negotiation number and review the negotiation's details and lines.

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

If you placed a response before the amendment was made. 1. Page 164/209 . Click Yes. 2. On the Acknowledge Amendment page. 6. these terms and conditions are presented before you enter the details of your response. then continue entering your response. review the document information. click Accept. To respond to a negotiation that was amended before your first response: If the amendment was made prior to your first access. To be eligible for an award decision. Such updates are called amendments. the buyer may need to update some of the information defined in the sourcing document. You are informed that the negotiation has amendments and are prompted to acknowledge them. click the checkbox and then click Acknowledge. Review the negotiation's terms and conditions.16 Why would a negotiation have special terms and conditions? Your buying company can include customized terms and conditions that govern its negotiations. Once you have acknowledged all the amendments. If there are multiple amendments. you can continue to respond to the negotiation normally. 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.Oracle Sourcing Help 5.17 How do I respond to an amendment to a sourcing document? After publishing a negotiation. click Cancel. If you do not accept the negotiation's terms and conditions. 5. Once a document has been amended. Select the negotiation and click Respond. you must have reviewed all the amendments and placed a response to the latest one. Search for the negotiation. 4.1. 3. When you respond to such a negotiation. You will not be allowed to enter a response in the negotiation. To respond to a negotiation that was amended after your first response: 1.1. 5. you must review and acknowledge each one. you will only be able to respond to the amended version. you must review and acknowledge the amendments and place a new response.

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

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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The Rejected Items page shows: Response Number The number assigned to your response by the system. Reason Any message provided by the buyer explaining why the item was not awarded. Promise Date The date by which you promised to deliver the item.2. Response Quantity The number of item units you offered to sell the buyer. participants can communicate with each other by entering into an ongoing conversation called an online discussion. or Buyer's Auction Item Description Description of the negotiation item.2.6 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. Page 170/209 .7 How do buyers and suppliers communicate while a negotiation is in progress? There may be times when buyers and suppliers need to contact each other directly for additional information or clarification.Oracle Sourcing Help 5. Once a negotiation has been published. Negotiation Number The number assigned the negotiation by the system. Your Response Number The number you assigned your response. The Rejected Items page allows you to drill down into detailed information about the negotiation and your response to it. Response Price The price at which you offered to sell the item.| Type The type of negotiation: RFQ. 5.

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

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

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

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

5. You use the Create Response page to enter your response to the buyer's negotiation. 2. the next time you access the system the status of your initial response will have been changed to Resubmission Required in the Your Active and Draft Responses section of the Negotiations Home page. Review the information. If Oracle Procurement Contracts is implemented by the buying organization. Page 175/209 . and then click the checkbox acknowledging you have reviewed the amendment. You are presented any additional amendments. The negotiation summary page shows the original version of the negotiation. Once you have acknowledged all the amendments. which you must review and acknowledge. Click Acknowledge. Deliverables are part of the contract terms the buyer may have defined and are typically additional pieces of documentation that must be provided by the supplier. Contract terms are displayed in the Contract Terms section of the page. This includes responses to any contract terms the buyer has defined.2.Oracle Sourcing Help To respond to a negotiation that was amended after your first response: 1. The currently active version has the highest number and is the first entry in the table. Click the suffixed number links to see the different versions of the sourcing document. you must acknowledge that you have viewed the amendment and placed a new response 7. 3. Click Acknowledge Amendment. The Amendment History page has entries for the original negotiation and any subsequently amended versions. On the Acknowledge Amendment page. 9.11 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. there may be deliverables to which you must respond. 4. The amended versions are suffixed with an incrementing counter. Click the negotiation number link to view the original negotiation and its updates. To be considered for an award decision. you are presented the first amendment. you can place a new response on the negotiation. If you placed a response before the amendment was made. You can toggle between the current version and its prior version using the buttons. The Review Changes page identifies the information that has changed. or click the Review Changes icon to see what information changed between a version and its prior version. 8. 5. 6. Click "View Amendment History" to see the changes made to the original negotiation.

Oracle Sourcing Help

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

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

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

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

5.3 Searching
5.3.1 How do I search for negotiations?

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

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

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

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

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

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

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

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

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

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

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

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6. Then contact your system administrator. the connection. note the error text if any. Your system administrator controls function security by creating a Responsibility consisting of different functions. you should contact your system administrator to request additional function assignments. links. the steps you performed that led to the problem. If the feature in which you are uploading allows.4 Why can't I access some pages. or if you cannot view or access a specific page.5 Whom should I contact about technical difficulties? If you experience technical difficulties with this system you should contact your system administrator.2 Glossary A Agreement Terms (Blanket Purchase Agreement only) Agreement terms are optional. Your Sourcing responsibility assignments determine which features you can use. task bar option. 6. try placing the file in a WinZip file to reduce the file size or using a faster connection to the system. some browsers will not upload files or browse directories whose names contain language-specific marks such as accents or umlauts. If you are using a slow dial-up connection. and (for bulk load jobs only) the job number.Oracle Sourcing Help 6.1. or other feature.6 What if I have problems uploading files? Check the online Help about errors or failures. Total Agreement Amount Page 180/209 . If you still cannot determine the cause of an error or failure.1.1. and apply only when you have selected "blanket purchase agreement" as the auction outcome. button. Agreement Start Date/Agreement End Date The period during which the blanket purchase agreement is effective. Note: Depending on how the system is set up. Users who are associated with this responsibility can access and perform specific features. link. 6. or multibyte languages (such as Chinese). or if your upload does not complete. Function security means that features can be used only by users who are allowed access to the features. may time out before the system receives the file. or task bar options? All system features are controlled by function security and your userid. particularly for large files. buttons. If you receive a Task Access Restriction message.

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

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

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

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

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

bid decrement = $100 Bidder A's original bid = $1. but will be applied to the bidder's current bid price. You can enter either a straight amount or a percentage by which bids must improve.000 Bidder A's second bid = $900 Bidder A's third bid = $800 Auction #2234. Note: A bid decrement amount will always be applied to a bidder's current bid price. the decrement percentage will be calculated based on a bidder's original bid price. M Minimum Bid Decrement The minimum amount by which bids must decrease This is set in the auction's bid controls.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). 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). If you specify your bid decrement amount as a percentage. bid decrement = 20% Bidder B's original bid = $1.000 Bidder B's second bid = $800 Bidder B's third bid = $600 Minimum Release Amount Page 186/209 . For example: Auction #1234.

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

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

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

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

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

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

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

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

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

Appendix 7.Oracle Sourcing Help 7.1 «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. Inc. Copyright 2000 Three D Graphics.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.1.3. Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity. savings is zero.type (bid or quote).1. If Current Price is not available. 7. You can sort the report by clicking on the any of the underlined column headings To run the Awards by Supplier report. Inc. For each supplier. the report shows the total amount generated by each sourcing transaction. Amounts do not include lines where award quantity and award amount are unspedified. as well as the total amount awarded to this supplier.1 What are the Awards by Supplier report? The Awards by Supplier report displays a summary of all awards made by the buyer to supplier(s). Page 196/209 . see Section 4.

the report reflects only the system-hosted catalog item categories. Page 197/209 . or All Outcomes. You can view the supporting awarded bid by clicking the Auction number or Bid number. the report reflects only the system-hosted catalog item categories. 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.1. You click the category to obtain a list of items within that category and how much revenue you have received off that item.Oracle Sourcing Help 7.2 What is the Savings by Item report? Once you have the Savings by Category report generated. Blanket Purchase Agreement. If Current Price is not available. Any report displaying calculated amounts do not include any RFI amounts.3 What is the Awarded Bids Detail report? The Awarded Bids Detail report displays detailed information about auctions for which business has been awarded. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. select Standard Purchase Order. To run the Awarded Bids Detail report. Any report displaying calculated amounts do not include any RFI amounts. Amounts do not include lines where award quantity and award amount are unspecified. you can further drill down into the categories and display how much you have generated by item within that category. 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: When entering a category search parameter. savings is zero. For each supplier. 7. If Current Price is not available. Amounts do not include lines where award quantity and award amount are unspedified.1. To run the Savings by Item report. the report shows the total amount paid to this supplier. see "How do I run the reports?" Note: For the Auction Outcome report parameter. savings is zero.

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

3. You can enter a number that represents the highest number that can be entered for any header attribute. personnel qualification. You use this column to weight this attribute in relation to all the other header attributes. Weights are used along with the scores you enter during the analysis phase of the negotiation. a Weight column appears in the Attributes section in addition to the other attribute columns. These attributes often solicit information about the supplier. Default maximum score.1 What are header attributes and how do I use them? You can define header attributes that apply at the negotiation level. you can choose to also define header attributes. Click Submit 7. Complete the required attribute fields. and financial visibility. Knowing such information provides you with a better understanding of the Page 199/209 . If you change the max score. This is the default value that appears throughout the negotiation for a particular attribute unless you change that attribute's default. to calculate the value for a supplier's response to this attribute. Click Add Another Row and continuing defining attributes until you have finished entering attributes. 7. You define the following defaults: Enable weights If you click this checkbox. it only applies to new attributes. Weighted scores for all header attributes are added together to give the total score for a response. Note: The settings you specify here apply to all header attributes. 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.Oracle Sourcing Help 4.3 What are score settings and how do I use them with header attributes? While defining your negotiation header. See How do I score header attributes? for details on how weighted scores are used. Display scoring criteria to suppliers Select this checkbox to allow suppliers to see the criteria you will use when scoring their responses. Select Scoring Settings above the Attributes table to define the defaults that will be used for your header attributes.

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

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

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

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

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

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

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

as part of the contract authoring process. The actual products and prices are sourced from the business document during contract authoring.Oracle Sourcing Help Table Variables Attach Table type variables to clause text. Note: Deliverable variables are only supported for Buy intent clauses. 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 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. You must provide values for these variables. Oracle Contracts supports the following seeded table variables: o o o Lines Modifiers Price Lists Deliverable Variables Attach Deliverable type variables to clause text to display deliverable information as part of contract terms. Note: Table variables are only supported only for Sell intent clauses. to display product and pricing information as part of contract terms.

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

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

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