Sourcing - RFQ (Detailed Flow) : Demo Script (Internal)

Sourcing - RFQ (Detailed
Flow)
Demo Script (Internal)
Copyright © Oracle Corporation, 2003. All rights reserved.
Sourcing - RFQ (Detailed Flow)

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Document Control
Date Owner App Version Change Reference

Release
11-Oct-2004 Joseph.Kim 11.5.10 V1.0 Updated for 11.5.10
Paradigm_effe Joseph.Kim 11.5.10r v2.0 Updated in 11.5.10r2 for Sourcing MP J.
ctive 2
21-Dec-2005 Joseph.Kim 11.5.10r V2.1 Slight update for Procurement Contracts
2 section.
09-Feb-2007 Joseph.Kim R12 V1.0 Updated for R12
Objective
The purpose of this flow demo script is:
 To demonstrate the Sourcing product and its integrated demo flow with Core Purchasing,
iProcurement, iSP and the new Procurement Contracts product.
 Familiarize the audience with the RFQ process within Oracle Sourcing
What's New?
The following is new in R12
 Negotiation Requirements: Header level attributes have been enhanced in a number

of different areas in Release 12.0. In response to feedback from a product usability
study, header level attributes have been renamed ‘Requirements’, and their
presentation and formatting has been significantly improved. Buyers can now further
structure supplier responses to requirements by predefining the list of acceptable
response values. Suppliers then choose from these values when responding to
requirements. In addition to the current manual scoring method, buyers can opt to
score requirements automatically
 System Scoring for Header Level Requirements: Oracle Sourcing Release 12.0
allows buyers to set up requirements to be scored automatically by the system. They
can set up acceptable response values and corresponding scores for each response
value. The system uses this information to automatically score supplier responses.
 Enhanced Support for Acceptable Response Values: Buyers can set up acceptable
response values for each text-type requirement, regardless of whether the
requirement is scored. With Release 12.0, buyers can also associate predefined value

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sets to requirements as a means of specifying acceptable values for text type
responses.
 Automatically Knockout Suppliers from the Shortlist: Oracle Sourcing Release

12.0 allows buyers to set up knockout criteria that can be used to automatically
exclude suppliers from the shortlist, therefore simplifying the bid analysis process.
Knockout criteria can be set up in terms of minimum score that the supplier must
attain for certain negotiation requirements. Suppliers that are scored below the
specified minimum are automatically removed from the shortlist. Suppliers excluded
from the shortlist are not eligible for awards.
The following was new in Sourcing MiniPack "J" and are covered in this script.
 Sourcing Homepage enhancements. There are new sections in the homepage that
shows the user a quick view of Draft Negotiations, Unread Messages, and Incomplete
Tasks.
 Demand Workbench. This is a streamlined HTML view to create RFQ and Auctions
from open requisitions. It also allows the user to personalize the search of which
requisitions they want to view.
 Message Alerts. Enhancements to the On-Line Discussion feature highlights to the
user any unread messages by negotiation. It is also posted on the homepage for the
buyer.
 Pause Negotiation allows the buyer to temporarily freeze a negotiation and prevent
bids from being submitted.
 Supplier Activity Monitor allows the buyer to view the login status of invited
suppliers and view their most recent activity.
 Supplier Lock Out allows the buyer to lock a supplier out of a negotiation after it has
been published and available for bidding. This may happen if the buyer feels the
supplier is not actively participating in the negotiation.
 Live Console provides the buyer a graphical display to monitor the progress an
Auction.
 Transformation Bidding allows buyers to incorporate (1) intangible costs such as
switching costs and supplier risk factors and/or (2) tangible costs such freight and
special charges, into the bidding, analysis, and award processes. The bid that receives
the highest rank is the one with the lowest Total Bid Price including the quantified
effect of all tangible and intangible costs.
 Buyers can create an Auction, RFQ, or RFI by copying a published or draft
negotiation regardless of the type of document being copied.
 Award Optimization. The demo should showcase the ability to make the best award
decision taking into consideration both bid complexities and company policy. The
company policies that showcase well include supplier constraints (like Award
Percentage by ASL Status, Award Percentage to Incumbents), header constraints (like
cutoffs to Technical Scores from the header attributes) or the ability to awarding all
lines in a group to one supplier.

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The following are carryover features that were new in release 11.5.10.
 Award Methods. Sourcing allows the sourcing team to arrive at an award
recommendation through an analytical, flexible, and auditable approach. New Award
types now include by quote, multiple lines, and auto award recommendation.
 Award Summary provides a complete view of the award recommendation for
sourcing team members and designated award approvers. The award summary
provides both a supplier and a line perspective, allowing quick understanding of the
proposed award.
 Surrogate Bidding. Sourcing provides full support for sourcing professionals to enter
responses on behalf of suppliers. This is particularly important in markets such as the
U.S. public sector, where many bidders submit paper bids. Surrogate bidding enables
sourcing teams to leverage Sourcing for both paper and electronic responses in a
systematic and streamlined way.
 Document Printing. Both buyers and suppliers can generate copies of the sourcing
package in Adobe Portable Document Format (PDF) format. Buyers can generate the
sourcing document in PDF from Oracle Sourcing and subsequently fax, email, or mail
the PDF to suppliers. Suppliers can download the PDF from Sourcing to assist in
preparing their response or to prepare an off-line response.
 Respond by Supplier Site. Suppliers may offer different pricing or service levels
based on different geographies or plant locations. Sourcing professionals may
explicitly request separate quotations from each location where goods may be shipped
or from the business unit where a response will originate. NOTE: The seeded
supplier lists in the demo env have the Sites already set for each supplier depending
on Operating Unit. You can manually change the Site as required for your demo.
Procurement Contracts. In addition, the demo highlights the ability to add a

contract template to the RFQ, which shows the new product "Procurement
Contracts" embedded in the Sourcing flow. This is a very high level introduction to
contracts within Sourcing flow and more detailed contract flows and features are
covered in Contract specific scripts (Procurement Contracts - Contracts in
Purchasing and iSupplier Portal).
For product information and collateral see Sourcing home page at:
http://www-apps.us.oracle.com/sourcing/
Pitfalls
N/A
Assumptions
Sourcing User:
CBAKER and OPERATIONS are users set up in Vision Operations with Sourcing Super
User resp.
Supplier Users:

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The following suppliers are valid for Sourcing in Vision Operations and this demo script. All
supplier usernames have password of "welcome". The contact name is critical when you add the
supplier to the auction since you need to choose the contact name specific to Vision Operations.
You will see all contact names on a drop down list for all sites, so you need to choose the correct one.
Supplier Username Supplier Supplier Site Site Contact

Name
Allied Manufacturing SAN JOSE - ERS Veronica Francis
ALLIED
Boise Cascade BC HQ Dennis Murphy
BOISE
Corporate Express CEOS Phil Paras
CORPEXP Office Supply
Eastern Industrial EIP MAIN Ronald Leedy
EIP Products
GE Plastics GE PLASTICS Gerald Plant
GEPLASTIC
Grainger GRAINGER LA Helen Kim
GRAINGER
Industrial Dressler US James Indus
INDUSTRIAL HEADQUATERS
MoreDirect.com MDHQ Mike Diamant
MOREDIRECT
SOFTSPEC Software Spectrum SOFT SPEC LA Rick Donals
STAPLES Staples STAPLES LA Sai Lee
SUPPLIER Office Supplies, Inc. OFFICESUPPLIES Maxwell Olden
TEMPSRUS TempsRUs SANFRAN Robert Stern
TTSERVICES TT Services TT SAN FRAN Andrew Wals
Jones, Gray, and JGA MAIN Randy Gray
VO@JGA.COM Associates
VO@STAFFSERV.COM Staffing Services Inc. STAFF SERV William Murtz
MAIN
The ADS Sourcing env has been seeded with the following Negotiations Tools
(under the Administration tab in Sourcing) that can be used in this script or
for your own Auctions and RFQs:
Header Level Attributes = Supplier Header Info
Line Level Attributes = Item Production Attributes
Price Factors = Admin Fee A3, Freight-Fixed, Freight-fixed price for FTL, Labor A2, Purchase
Cost A1, Special Handling, New Supplier Switching Cost

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Reusable Invitation List = Vision Operations Service Suppliers (Temps R Us, TT Services);
Vision Operations Office Suppliers (Boise, Corporate Express, Office Supplies, Staples); Vision
Operations Mfg Suppliers (Allied, GE Plastics, Industrial Dressler, Eastern Industrial Products)
Pre Demo Steps (Optional)

N/A
Begin Demo

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Create Sourcing RFQ
Create Sourcing RFQ
1. Log into iProcurement
Field Value
Username / password cbaker / welcome
Responsibility iProcurement
 (N) iProcurement Home Page
IProcurement Homepage is displayed.
2. Create Requisitions for Items
 (ST) Shopping Lists
This will take user to the "Personal Favorites" List for buyer CBAKER. The following
4 items should be in this list: CM40100, CM40120, CM40200, and CM40220
If need be do a search for each item number to add to the cart if they are missing from
the Favorites list.
4 items are used in this demo flow to highlight the Award Optimization feature that was
new in MP "J".
You can choose to replace the items above with any other items that meet your
demo and customer needs. Just ensure the items do not already have BPA or
Supplier Contracts in place that will auto create POs against the Requisition. The
requisition needs to be available in order to turn it into a sourcing negotiation.
 Update the quantity for all items to "100"
 (B) ‘Add to Cart’ all 4 items, or use the "Add All Items to Cart" button feature
 (B) View Cart and Checkout in the Shopping Cart box.
 The requisitions total should now be approximately $20,000.
3. Submit Requisition in IP
Make sure the requisition total amount is less than $50,000. Any amount over
$50,000 will require approval by either CHORTON or CBROWN (if over
$100,000).
 (B) Checkout

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 (B) Submit
Record Requisition number Req#_________
 (H) Home at the top of the page, and access Oracle Sourcing.
4. Log into Sourcing
 (N) Sourcing Super User > Sourcing Home Page
Sourcing Homepage is displayed.
Note the updated look and feel of the Sourcing homepage. There are new sections
along right side that show: 1) "Draft Negotiations" which allows buyer to see
unpublished negotiations right from the home page without performing a search. 2)
"Unread Messages" list highlights new supplier questions, allowing the buyer to
respond more quickly. 3) "Incomplete Tasks" which shows tasks that the buyer is
responsible for on all sourcing documents, regardless if they are owner of that
document. NOTE: The new sections will not be visible if there is no data for that
specific user. For example, if the user does not have any "Unread Message", that
section will not be visible.
5. Autocreate a Sourcing RFQ from a requisition via Requisitions tab
 (T) Requisitions
DEMAND WORKBENCH: This new tab allows the buyer to skip logging into core
applications to access the "Autocreate" form in core purchasing. This self-service page
allows the buyer to view all their open requisitions and then turn those requisitions into
sourcing negotiations.
The list of requisitions shown is normally based on the "My Requisitions" view that
searches by "Buyer" and default "Ship-to Location". Since the ADS demo env does not
add a buyer to requisitions, we have created a custom default view called "Unassigned
Requests from Catherine Baker" that searches by "Requester" (Catherine Baker) . So
you will only see requisitions submitted by CBAKER. If need be, you can do an
"Advanced Search" to find specific requisitions as required for your demo.
This feature also allows a buyer to pull multiple requisitions from different operating
units and pool them into one sourcing RFQ/Auction. In this demo flow we only use one
requisition, so this feature is not shown.
 As necessary, click on the arrow icon in the Requisition column header to re-sort
requisitions by most recent requisition.
 Check box next to each for the 4 items from the requisition number. If necessary, use
the Advanced Search button to find your requisition that was submitted in IP.
 At far right section "Document Builder" update fields per table:


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Field Value
Type New RFQ
OU Vision Operations
Outcome Standard Purchase Order
This will create an RFQ with an award of Standard Purchase Order. The other options
are for: Auction with BPA, RFQ with BPA, and Auction with Standard PO.
IMPORTANT: You can do this demo flow with either an RFQ or Auction. It is up to
the SC to determine which negotiation type best fits their demo and customer needs.
 (B) Add
Notice the Document Build section is now updated to show the requisition lines and
items that are now part of the RFQ.
 Verify the Style field is “Standard Negotiation”
This is NEW in R12, where the buyer can choose different negotiation styles. In
this demo case, we choose Standard since that has all attributes enabled
(requirements, collaboration team, team scoring, proxy bidding, lots, groups, etc).
In many cases the company may want to setup styles with very limited options, i.e. a
“SIMPLE” style. Please see the “Sourcing – Auctions” demo script for more details on
this simple flow.
 (B) Create under the Document Builder section
You are automatically taken to step 1 in the RFQ process (Header).
6. Step 1: Header
Header page appears with some information defaulting based on requisition.
 Enter RFQ Title: ex. COMPUTER COMPONENTS 101
Buyer shows the employee "Catherine Baker" tied to user CBAKER.
The Organization field is "Vision Operations" and Outcome is "Standard Purchase

Order".
The Security Level field default value is set to Public.
Collaboration Team. This was new in 11.5.9. This is where you can grant other users
access to this RFQ for approval and/or update. By default the Buyers manager is added
to team and approval box is checked. If you choose to have the RFQ approved by
another user, the RFQ will go to the "DRAFT" folder after approval. The buyer will

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then need to find the RFQ in the Draft folder and Publish RFQ at that point. The RFQ
will NOT show up in the main Sourcing page after approval, it will still need to be
published.
 Uncheck the APPROVAL box for Mr Jonathan Smith.
Review the Terms section and verify the Bill To and Ship To address is V1- New York
City.
 Change the Ship-To-Address to be V1- New York. If you do NOT update this to V1,
you will not be able to receive the item in iProcurement as CBAKER since that user IP
profile is set to V1.
NOTE: For the new R12 feature of Team Member Scoring, please see demo script
“Sourcing – RFI”. This script will NOT cover this feature.
7. Requirement level attributes NEW R12
 In ACTIONS field LOV, choose “Add Requirement List”, then (B) GO
 (B) GO in the search screen
Search brings back all seeded requirement lists
 (I) Click add icon next to "Supplier Header Info" list.
Requirements get added to the RFQ. This is a generic list of questions. Note that some
are required for the supplier to respond to and some are internal to the buyer. Also there
are different "Groups" which allow for more details scoring later on in the demo flow.
 (H) Expand All
Notice all the questions are now visible, include some that have been setup as
Automatic scoring. Those have the field grayed out for Max Score.
 In ACTIONS field LOV, choose “Equalize Weights”, then (B) GO
RFI page refreshes and note each attribute line has a value of 20 under the Weight
column.
At this point the requirements have been added and the lines has been weighed. This
will be important later on the demo flow when subjective scoring is used to rate each
supplier that responds.
 (B) Select Scoring Setting

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 Uncheck box “Enable Team Scoring”. THIS IS CRITICAL FOR
LATER IN THE DEMO SINCE ONLY THE BUYER WILL BE ENTERING IN
SCORES FOR EASE OF DEMO.
 (B) Apply
Return to Header screen
 (H) Lines at top left corner of screen
Optionally you can add a note or attachment to this RFQ for suppliers to view.
Accept all other default values
 (H) Lines (at top left corner of screen)
8. Step 2: Lines
Lines page appears.
 Change Display Rank value to "1,2,3..."
 Change Ranking to “Price only”
 Change Cost Factors value to "Buyer"
 Ensure the flag is enabled for the setting “Suppliers see their quote price
transformed”
With Transformation Bidding, the buyer can define ‘Cost Factors’ to represent tangible
and intangible costs in addition to the price of the goods or services. The buyer can
define ‘Buyer’ and/or (2) ‘Supplier’ price factors.
The bid price, line bid total and bid total, as viewed by the buyer, include the effect of
the price factor values. Therefore, each bid is evaluated on the basis of the true cost of
buying the goods or services from the supplier. This results in cost savings that are not
possible with a manual, paper-based RFQ or conventional reverse auction platform.
If only buyer price factors are used in a negotiation, the buyer can choose to hide from
suppliers how price factors adjust their bids. Each supplier views their own bid as
entered by them, but the bids of competitors are automatically transformed based on the
buyer price factors specified. In this demo flow suppliers can see the impact of the
price factors on their bids.
 (H) Number link under Requisition column.
You can see all the information is carried over from iP requisition, including the header.

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 (H) Return to Create RFQ #### : Lines
Mini Pack J: Negotiation lines can be organized into groups for ease of analysis and
award. Groups are collections of related lines that allow buyers to model market
baskets. Suppliers bid against individual lines in the group, and pricing information is
automatically rolled up to the group level for enhanced analysis.
Buyers can analyze and make award decisions for the entire group or they can choose to
cherry-pick the best supplier bids for individual lines within the group. Awarded lines
are transferred to the purchasing document, if the buyer creates one from the Sourcing
award.
Create two Groups to assign the items.
 In ACTIONS field LOV, choose “Create Group”, then (B) GO
 Enter in any description applicable to your demo (ex. Drives), then (B) Apply
Return to Lines page
 In ACTIONS field LOV, choose “Create Group”, then (B) GO
 Enter in any description applicable to your demo (ex. ROMs), then (B) Apply
Return to Lines page. At this point, you have created two groups in which the items
will be placed. If you have 4 items, please place them into the following groups as
noted below:
 Check box next to items CM40100 and CM40120
 (B) Move
 Change "Location" drop down value to "WITHIN SELECTION"
 Select radio button for group 1.
 (B) Apply
Return to Lines page
 Check box next to items CM40200 and CM40220
 (B) Move
 Change "Location" drop down value to "WITHIN SELECTION"
 Select radio button for group 2.
 (B) Apply

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Return to Lines page. At this point the items should have been placed under the groups
and re-numbered to show the following:
GROUP 1 - Drives
o Line 1.1 Item CM40100
GROUP 2 – ROMs
 OPTIONAL(but highly recommended): Drill down into each item

EDIT icon to update the Current Price field to be the same as the start
price. This Current Price value is used later on in demo flow to see the
potential saving for each supplier quote/bid. This is not required, but
recommended if you want to see potential savings graphs.
Add Cost Factor to Item CM40100
 (I) Edit pencil icon for first item CM40100
 (B) In the Cost Factors region, press the button “Add Another Row” to add a Cost
Factor.
 Click on the torch icon in the column titled “Cost Factor” to open the Search and Select
Price Factor window. Search for "New Supplier Switching Cost" and then add it to the
line. Note that the Pricing Basis will default as “% of Line Price”. The flag in the column
titled “Display to Suppliers” should be left unchecked.
Buyer price factors can be assigned a value only by the buyer before the start of the
negotiation. A different value may be assigned for each line item and for each invited
bidder. Examples of buyer price factors are intangible costs such as supplier risk factors
applicable to non-incumbent suppliers, or tangible costs that the buyer will incur.
 (B) Apply
Return to Lines screen.
NOTE: You can also edit each line to enter in a "Current Price" for each item. This will
allow the system to compute price savings (Current Price - Quote Price) when viewing
the Live Console later in the demo flow. This is NOT required, but may show well in
demo.
9. Step 3: Controls

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Controls page appears, which allows the buyer to choose the OPEN and CLOSE date/time
for the RFQ along with some response rules.
 Next to PREVIEW DATE and OPEN DATE fields, check radio button for
"IMMEDIATELY" so the RFQ is opened immediately for suppliers to review and
respond.
 Close Date = Today + 3 days (NOTE: You can update the HR, MINUTE, SECONDS
after the date fills in the field).
 Under the Response Rules section, check the Allow Multiple Responses, Allow
manual close before the Close Date and Allow manual extend when the negotiation
is open boxes.
 Verify the Require Award Approval is NOT checked.

Accept all other default settings unless you want to change a particular setting.
 (H) Contract Terms at top left corner of screen
10. Step 4: Contract Terms
Define Contract Terms page appears. This is the embedded step to Oracle Procurement
Contracts and allows the buyer to add a contract (terms and conditions) to a Sourcing
document.
Oracle Procurement Contracts provides lifecycle support of agreements between sourcing

professionals and suppliers. Sourcing professionals can include and negotiate complex
contract terms in their sourcing documents and take advantage of rich functionality such as
contract authoring utilizing a contract terms library, deliverable tracking, binding, and
change management.
 (I) Next to Contract Template field should be a default template " Vision Operations
RFQ Terms"
OPTIONALLY: Only if you have added your own custom contract template, you can
click on Flashlight icon to find and apply your custom template.
 (B) Apply Template
Page updates with contract terms, clauses, and various columns of info and action
buttons. There is also an Action bar at right side in which you can validate the contract
to identify any errors or warnings.
 (ST) Deliverables
Deliverables page appears with a table of all deliverables tied to the contract. Unique to
sourcing are "Negotiation" type deliverables which are specific to the sourcing process

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and are NOT part of the final purchase agreement Contract Deliverables. Please be
sure to note this difference as this allows the buyers to add and monitor
sourcing/negotiation only deliverables.
Optionally you can choose to add your own custom negotiation type deliverable via the
"Create Deliverable" button.
 Go back to Clauses subtab
At this point contract clauses and deliverables have been added to the Auction.
NOTE: To avoid seeing any "WARNING" messages related to the contract template, do
NOT choose "Validate" from the drop down list. Warnings do NOT require any
actions. You can go to next section (Suppliers) or do the optional steps below to
highlight some procurement contracts specific features. These steps will also address
any "Warnings" from the Validate action.
 OPTIONAL: Click "Contract Expert" button to respond to questions that will add
clauses to the template depending on the answer to each question.
 OPTIONAL: Choose "Update Variable Values" in the drop down list for Actions field
and click Go button. Add in variable values as applicable to your demo.
 (H) Suppliers at top left corner of screen
11. Step 5: Suppliers
Supplier page appears. This is where the buyer can invite supplies to the RFQ by choosing
from a pre-defined list or search for a specific supplier.
 (B) Add Invitation List
 (B) GO
All available suppliers list appears.
 (I) Check the Quick Pick icon under the ADD column next to "Vision Operations Mfg
Suppliers"
Suppliers are added to the RFQ list.
Be sure to choose the correct "Supplier Site" and "Contact Name" from the drop down
list. This will ensure the proper supplier user and supplier site is being used for
response to the RFQ.
Industrial Dressler / US HEADQUATERS / James Indus;
Eastern Industrial Products / EIP MAIN / Ronald Leedy;
Allied Manufacturing / SAN JOSE-ERS / Veronica Francis;
GE Plastics / GEPLASTICS / Gerald Plant

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NOTE: Only the suppliers and contact names as listed at top of detailed steps
are valid for Sourcing. All other suppliers are not set up for Sourcing.
OPTIONAL: New feature in MP "J" is the ability to hide lines of an RFQ/Auction for
certain suppliers. This will NOT be done in this demo flow, but if you need to show this
feature: Check the supplier box, then click on the "Control Access" button to see the list
of all items. You can then uncheck the items/lines you do NOT want the supplier to see
or place quote/bid on. After this is complete, the supplier will have a "restricted access"
icon next to them in the RFQ.
This feature allows buyers to reduce the number of negotiations needed to source a
commodity when particular lots or lines require distinct (or overlapping) sets of suppliers.
12. Add Cost Factors to Suppliers
For each supplier, we will be adding the Price Factors for the item CM40100. Please
repeat the steps below for each supplier:
 (I) Click on Cost Factor "Pencil" icon next to supplier line
Suppliers: Update Buyer Cost Factor Values page appears
 Enter in following numerical values for each supplier per table below:
Field Supplier 1 Supplier 2 Supplier 3 Supplier 4
Supplier = Industrial Eastern GE Plastics Allied
Dressler Industrial Manufacturin
Products g
CM40100 (Value leave blank 10 10 10
Field)
 (B) Apply
Return to supplier page. Repeat the Cost Factor entry for each of the four suppliers as
applicable for your demo, except for the incumbent supplier, Industrial Dressler.
For details on new R12 Prospective and New Supplier Invitation

feature, please see demo script “Sourcing – RFI”.
13. Step 6: Review
 (B) Review
Review and Submit page appears. Note how all the steps (Header, Lines, Controls, Contract
Terms, Suppliers) in the RFQ are listed under each tab so the buyer can easily review all the
information, data, controls, dates, etc that are part of the RFQ.

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Click on each tab to review RFQ details as required for demo. If needed, click on the EDIT
button for each tab page to go back to that step to update/change data.
 (ST) Contract Terms
Contract Terms details page appears. Optionally you can click on the "Preview
Contract Terms" button to view the contract in PDF format and for easy printing.
14. PDF Printing OPTIONAL
NEW R12, buyers can generate PDF version of the negotiation while the document is in
draft status. They can print a ‘buyer version’ that includes all the information on the
document (e.g., collaboration team, invitation list, etc.), and a ‘supplier version’ that
includes only the information visible to suppliers. The draft and buyer versions of the PDF
include watermarks to avoid confusions with the supplier version of the document.
 Under ACTION LOV bar, choose “Buyer Printable View”, then click (B) Go
PDF file opens to show a draft of the auction. Notice for the Buyer View you can see
all the Requirement details and the score values assigned to each possible response, etc.
 Close PDF file
 Under ACTION LOV bar, choose “Supplier Printable View”, then click (B) Go
PDF file opens to show a draft of the auction. Notice for the Supplier View does NOT
have as much details as the Buyer view for certain areas (requirements).
 Close PDF file
15. Publish
 (B) Publish
Get confirmation message that Auction ### has been published.
 Note down the Auction Number #__________
 (H) Logout link at top right corner of page. Buyer logs out of sourcing.

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Suppliers quote RFQ
Suppliers quote RFQ
16. Log into Sourcing Supplier
This section will need to be repeated for each supplier you would like to enter a quote for
the RFQ. Since the demo steps are the same, please use the tables to enter in the specific
username, bid details for each individual supplier as required for your demo. You can
choose to enter bids for 2, 3, or all 4 suppliers.

Username / password industrial / Eip / welcome Geplastic / Allied /
welcome welcome welcome
Responsibility Sourcing Sourcing Sourcing Sourcing
Supplier Supplier Supplier Supplier
 (N) Sourcing Home Page
Sourcing Home Page appears.
 (H) Click on RFQ number link under Your Company's Open Invitation section
Negotiation Summary for RFQ appears. As needed, click on the LINES tab.
 (H) Select Printable View option from Actions pull down menu.
 (B) Go
Get pop up window asking if you would like to open doc or save file to your hard drive.
This is a PDF file that allows the supplier to view the full contract. Choose to open file
and a PDF session will open.
Highlight how this document can now be easily printed by the supplier and also note the
bottom of the contact lists all deliverables and has an area for signatures.
 Close Acrobat session. Return to Sourcing Supplier.
17. Review Contract
 (T) Contract Terms
Be sure to scroll down to bottom of page to view any applicable Deliverables.
18. Online Discussion Enhancement (OPTIONAL)

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This section covers an OPTIONAL step to show Online Discussion and its
enhancement in MP J. The supplier can choose to send an online message to the buyer
regarding a question about the negotiation or any other issue by choosing "Online
Discussion" from the Action bar. The enhancement in MP J is that after the message
is sent from the supplier, the buyer will see this message link from their sourcing
homepage along the far right section called "Unread Messages". Also when the buyer
open the negotiation, they will see a hyperlink at far top right corner of page with a star
icon indicating there is an unread message (ex. "* 1 Unread Messages").
To show the feature, send a message as supplier user. Then bring up the buyer window
to view the message and respond as applicable.
19. Create Quote
 Next to Actions field, choose "Create Quote" and click GO button.
 Term & Conditions screen comes up. Click on Accept (B)
Create Quote screen with show (if applicable) Contract Terms where a supplier must
enter in a variable value based on the contract. Deliverables based on the contract.
 (ST) Header
Enter the required fields per table for each specific supplier.

Supplier User Industrial Eip Geplastic Allied
Company Ownership Public Private Public Private
Certifications ISO 9002 None ISO 9000 ISO 9002

Years selling item 30 10 2 20
Contract Variables:
Optionally you can
enter in contract
variables that will
update the contract.
Insurance Amount 1,000,000
Insurance Carrier Allstate
Expiration Date 12/31/2010

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(ST) Lines to go to
Lines page
CM40100
Line 1.1 Price 43 45 45 43
Promise Date today +5 days today+50 days today+5 days today+30 days
CM40120
Line 1.2 Price 50 47 47 54
CM40200
Line 2.1 Price 36 37 37 38
CM40220
Line 2.2 Price 44 42 48 42
Transformation Bidding NOTE: For the first item (CM40100) that has a Price Factor
applied to it, you will notice when the supplier enters the "Line Price", the "Quote
Price" column is updated with a different value that takes into account the Price Factor.
For example the Line Price for EIP is 45 and the Quote Price is 49.5. This is due to the
switching cost established by the buyer when the negotiation was created. Also note
that since Industrial is the incumbent, the “Line Price” is the same as the “Quote Price”,
and therefore the column is not displayed.
20. Update Negotiation Deliverable
 (ST) Header
 (I) Update icon along the specific deliverable line "List of References"
Details for that deliverable appears with access to any attachment tied to that
deliverable.
 For the "Status" field use dropdown list to change value to "Submitted"
 (B) Done
Return to Create Quote page
 (B) Continue button
 (B) Submit button
Quote confirmation page is displayed

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Note down the Quote Number #_________
REPEAT THE ABOVE STEPS FOR EACH OF THE 4 SUPPLIERS.
21. Log out as supplier user
 (I) Click the Log Out icon to exit apps as the supplier user
NOTE: OPTIONALLY while still logged in as the buyer, you could have entered
one of the above supplier quotes using the Surrogate Quote feature.

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Review and Close Sourcing RFQ
Review and Close Sourcing RFQ
22. Log into Sourcing
Field Value
Username / password cbaker / welcome
Responsibility Sourcing Super User
 (N) Sourcing Home Page
Sourcing Home Page opens. Your RFQ should be listed under " Published Negotiations
" section. If you do not see your RFQ, click the "Full List" button to find your RFQ.
 (H) Click on the RFQ number hyperlink under the Number column.
23. Pause RFQ (OPTIONAL)
Pause Negotiation is a new feature in MP J that allows the buyer to freeze a live
negotiation. This may happen, for example, if a question arises that need to be clarified
to all supplier users. If this pause is invoked, the pause icon is show next to the
negotiation number from both buyer and supplier sourcing homepage and prevents any
bids from being submitted.
 From the Action bar, choose "Pause RFQ"
 (B) Go
 (B) Apply
Get confirmation that RFQ has been paused and that online message has been sent to all
supplier users.
To remove pause, return to RFQ details, and use Action bar to choose "Resume RFQ"
24. Live Console (OPTIONAL)
Live Console is a new feature in MP J that gives the buyer a graphical display to
monitor the negotiation. This is especially useful in a fast paced auction.
 From the Action bar, choose "View Live Console"
 (B) Go
Live Console page appears with graphs and tables to help the buyer monitor the action.
A major feature is that the page will periodically refresh. So if a new quote is entered, it

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will appear at the next refresh of the page. OPTIONAL: This console page is most
effective if the Sales Consultant is able to have another computer/session to log in as a
supplier, so the buyer can see if the supplier is on-line and if a quote is submitted in
"real time". These updates will be reflected in this Live Console after the periodic
refresh.
NOTE: The periodic refresh is every 3 minutes when the RFQ Close date is many days
away. As the close date gets closer, the refresh becomes shorter to 30 seconds. You
can also use the "Refresh" icon on your browser to update this page if you do not want
to wait for this periodic refresh.
Some of the useful features in this page are the "Overview" table, which shows if a
supplier is on-line and if a new quote was submitted in real time. You can also
highlight the graphs that show the best quote vs. time and the other options available for
each graph. You can also view graphs by item. Please highlight the various features
that best fit your demo and customer needs.
25. Supplier Activity Monitor (OPTIONAL)
Supplier Activity Monitor is a new feature in MP J that allows the buyer to view the
login status and most recent activity of the suppliers in the negotiations. This is very
helpful for the buyer to determine the actual participation level, to evaluate how the
negotiation is progressing, and if any specific supplier should be locked out.
Please show this feature only if applicable to your demo and customer.
 From the Action bar, choose "Monitor Supplier Activities"
 (B) Go
Monitor Supplier Activity page is shown. Notice the various fields of information for:
Bid Number, Bid Status, Last Activity Time, Last Activity, and Lock Out icon for each
supplier.
This gives the buyer insight to how the suppliers are participating in the negotiation.
26. Supplier Lock Out (OPTIONAL)
Supplier Lock Out is a new feature in MP J that allows the buyer to lock out a supplier
out of a negotiation after it has been published and available for bidding. This may
happen if the buyer feels the supplier is not actively participating in the negotiation.
Please show this feature only if applicable to your demo and customer.
 (I) From the Monitor Supplier Activities screen, click on the Lock Out icon for supplier
"GE Plastics".
 (B) Yes to warning message that you want to continue.

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Return to Monitor Supplier Activity screen. Notice the padlock icon is now in locked
position to indicate the supplier has been locked out.
As necessary, you can log in at that supplier user. Then clicking on the RFQ link in the
supplier sourcing homepage, the supplier user will now get following message
"ERROR: You have been locked out of this negotiation by the buyer"
 (H) Return to RFQ #####
RFQ details page is shown with Action bar at far right.
27. Close RFQ early
 Use drop down box for Actions field to choose "Close RFQ"
 (B) Go
 Check Close negotiation Immediately radio button
 (B Apply
Get confirmation message that RFQ close date has been updated
 (H) Click the Return to Negotiation Summary (RFQ ####) link
Return to RFQ details.
 (T) If necessary, click on the LINES sub tab to view line details.
Note for the line (item), you can drill down on the Active Responses number hyperlink,
then do a "Compare" of all quotes.
28. Score Requirements for Suppliers
At this point the RFQ is closed. Now the buyer needs to give each supplier a score
based on their responses to the Requirements.
 Use drop down box for Actions field to choose "Award by Quote"
 (B) Go
Award by quote page appears with list of all suppliers, quote number, and other
columns of information. NOTE how the Score column already has values
based on the automatic scoring in place for some of the requirement
lines.
 (H) For each supplier, click on the number link under the Score column to enter in the
following values per table below (note the score are already in for the first 3 lines from
the requirements setup as automatically scored):

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Supplier Industrial Eip Geplastic Allied
Company Management 5 4 5 4
Price and Item Notes 5 4 4 4
**TOTAL SCORE = 92 60 64 88
**TOTAL SCORE should be based on the automatic scores and the manual score you
just entered. This value may be different depending on your supplier responses and
values entered above.
 (B) Apply
Confirmation that scores has been entered.
29. Apply Knockout Results NEW R12
 (H) Return to RFQ ##### at bottom of page
 Use drop down box for Actions field to choose Manage Requirements, then (B) GO
 (H) Expand All
 Verify the Knockout score for the Certificates requirement (ISO) is 1. So this means any
score below 1 will be automatically removed from the short list of potential suppliers.
 (B) Perform Knockout
Notice the 2nd supplier (EIP) has been removed from the shortlist based on their
response of None and score of 0 for this specific requirement.
 (B) Apply
 (H) RFQ #### link at top of page to return to main RFQ page
NOTE: At this point the system has automatically knocked out suppliers based on
their score from requirements and buyer setup of the knock out score. This help is
ease of analysis since the system will eliminate certain suppliers based on set
criteria, even if the supplier overall score is high and their prices are low.
 (H) RFQ (###) along top to page to return to main RFQ details page.

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Award and Complete Sourcing RFQ
Award and Complete Sourcing RFQ
30. Award items to a supplier
Many types of awards processes are available. The available award options are as listed:
Award by Quote Award the entire negotiation to a designated quote using a

side-by-side comparison
Award by Line Award lines individually to a supplier or combination of

suppliers. (available previously)
Award by Spreadsheet Upload the award recommendation from a spreadsheet.

(available previously)
Award Optimization Ability to create What-If scenarios and finding optimal awards
(Added in MP J) for different constraints that reflect company policy. Default
scenario is to award or simply benchmark using a system
generated recommendation optimizing best value.
You can choose any of the 4 above Awards processes from the Action field.
 Use drop down box for Actions field to Choose Award Optimization
 (B) Go
View Main Optimization Scenarios table.
The default AutoAward scenario is available. This gives the lowest overall price
without any constraints. The Optimize action will show the results for this scenario.
 (I) Optimize icon under the Optimize column.
This will automatically run the AutoAward based on system generated criteria of best
value.
Optimization results are displayed in both graphical and tabular formats for ease of
interpretation. The pie chart shows the percentage of the total award amount given to
each supplier. Place the mouse over the chart to see the name of the awarded supplier.
Note that Eastern Industrial is not selected in the award recommendation because it was
excluded from the shortlist.
 (B) Award Optimization
 (B) Create Scenario

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Create a new scenario where header score constraints for the total score is above 80 and
the constraint for the business group rollup score is more than 50.
 Enter scenario name (ex. Requirements score is min 80 points)
When creating a scenario, the buyer chooses an objective that defines what the
optimization engine should seek to maximize or minimize. For example, the objective
“Maximize award quantity and minimize award amount” will cause the optimizer to try
to award quantities indicated on the negotiation while minimizing the total cost of the
award.
The buyer can also choose to include or exclude price factor values from the bid prices
during the optimization process. This can be particularly useful if the price factors
model intangible costs such as risk.
The buyer may specify the purchasing policies or goals in terms of ‘constraints’ at the
negotiation header, line, or supplier level. The optimizer will satisfy all the constraints
defined for a scenario, while it seeks to find the optimal solution for the chosen
objective.
 Under Header Constraint Enter 80 in the Min Total Score field
 (B) Optimize
Page refreshes to show award details. Now only Industrial Dressler and Allied are in
the award recommendation. Note how the savings decreased in this scenario compared
to the AutoAward scenario. In this scenario GE was removed from award based on
being below the min 80 score.
 (B) Award Optimization
Notice the award options are shown for both the generic auto award and for the just
completed Header Attribute 80 percent. This allows the buyer to see all the award
options based on various scenarios.
 (B) Define Incumbent Supplier
 Select Industrial Dressler as the incumbent supplier
 (B) Apply
 (I) Click on the Copy icon to copy the scenario you created in the previous step (for the
header attributes)
In this award scenario, the incumbent supplier will receive at least 50% of the total
award. Additionally, all lines in a group will be awarded to the same supplier (i.e., all
hard drives will be awarded to a single supplier. Likewise for CD ROMs.).
 Update Scenario Name field to add "Plus Incumbent 50% Min"


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 Under Lines Constraints, select the Award all Lines in a Group to the same supplier
checkbox.
 Under Supplier Constraints, Award to Incumbent Supplier section, choose type = % and
enter in a minimum field of 50 percent.
 (B) Optimize
A new award recommendation is produced. In addition to the Award to Suppliers

graph, the Award by Supplier type is now available.
Accept this scenario as the award.
 (B) Accept
 (B) Yes if you see any warning message that any existing draft award will be
overwritten.
Award Summary page appears with a table of all the suppliers, their quote number,
quote total, and any applicable award totals. The two suppliers with awards are
Industrial and Allied. NOTE: The negotiation status at the top says "Award in Progress"
 (H) Along the top of page, click on "RFQ: ####" link to return to RFQ details page.
At this point you can either choose to "COMPLETE AWARD" or optionally leverage
the new Award Summary to change the award to another supplier based on further
analysis.
31. Complete Award
 (B) Use drop down box for Actions field to choose Complete Award
Complete Award page appears with two options.
 Keep default value of "Create Standard Purchase Orders for my award decisions"
radio button and check box for "Share award decisions with suppliers immediately."
 (B) Submit
Complete Award Confirmation appears. Notifications have been sent to the supplier
users indicating their award status.
32. Complete RFQ
 Verify the PO details for Supplier Site and Buyer are correct. Choose "NONE" value
for Acceptance Required field. Verify Initiate Approval box is checked.
 (B) Submit

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Get Confirmation of Standard Purchase Order Creation. Wait a minute or so for
processes to complete, which will generate and approve the PO. NOTE the PO
Numbers______________
NEW IN R12, you no longer have to run the Workflow Background Processor
request from sysadmin to generate the PO.
 (H) Return to Negotiations
Return to Sourcing Homepage
33. Verify PO is created in Buyer Work Center
 Switch Responsibility: Purchasing
 (N) Buyer Work Center > Orders
 Update VIEW LOV to “My Open Orders”, then click (B) Go
Page updates to show open orders. Your PO should be on this list. If necessary, search
for your PO.
 (H) PO Number hyperlink to drill into PO details.
Highlight the fact that the Sourcing Template Terms and Clauses come over exactly as
created in Sourcing except "Negotiation Deliverables" and sourcing specific
"Provision Clauses". In addition, you can update the terms and clauses as necessary.
Only limitation is if the Contract Template added in Sourcing is NOT assigned to PO

document types, then you cannot remove the original template and try to re-add that
same template name. You will only be able to add templates associated with
Purchasing document type.
 (H) Home, to go back to Main Portal screen

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Generate receipt in IP
Generate receipt in IP
34. Receive item in IP
 Resp: iProcurement
 Under Requisition at a Glance, click on the requisition number.
Req details page opens. You will see the PO number that was created against the
requisition. NOTE: The requisition will still show the original cost of $500 per item. If
you drill down on the PO number link, you will see the true cost of $450 per item or
cost as awarded in sourcing.
 (B) Click on the Receive button
NOTE: You can receive in IP only if: 1) PO receiving controls are set to DIRECT
DELIVERY, 2) The "Ship-To" in the PO matches the user IP Profile setting (in
this case V1).
If you choose an item different from the seeded one from this script, you may need to
update the Item Master form so the receipt routing is DIRECT DELIVERY, or update
the PO after it is created to meet the above requirements.
 (B) Check box next to items to receive. Enter in Quantity, then click on Express
Receipt button
 (B) Submit
Note the Receipt number __________ on the confirmation page.
 (H) Click on Home icon to exit IP
 Log out of Portal as cbaker user

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Supplier view PO in iSupplier Portal
Supplier view PO in iSupplier Portal
35. View PO in iSP as the supplier user
 Log into portal as industrial/welcome: iSupplier Portal Full Access > Home Page
ISupplier Portal Homepage opens up for the specific supplier user.
Under the Notifications section are notifications for the PO and Sourcing Award
Decision.
 (H) Under Orders at a Glance, click on the PO number link.
View details of the PO. Notice the reference to Sourcing RFQ number in the Sourcing
Document field.
 Actions bar LOV, choose “View PDF”, (B) Go
PO and Contract Terms will open in a PDF file for easy view by supplier. NOTICE the
insurance section is updated with the values entered by the supplier during the RFQ
Quote entry.
 Close PDF screen
Return to PO Details page
 (H) Under Related Information section click on the Receipt link
OPTIONAL: You can also access supplier Sourcing Home Page and review quote
details.
 (I) Click the Logout icon
End of activity.
COPY SEEDED RFQ into an RFQ or AUCTION

The user can copy an RFQ into an Auction and vice versa. There is no longer a
constraint that the negotiation type must be the same. So you can use the seeded RFQ
below to copy it into an RFQ or Auction (which ever is applicable to your demo and
customer)
 To assist in the RFQ/Auction creation, a seeded RFQ has been created from which
you can "Copy". This will populate the RFQ/Auction with the Item, Contract
Terms, and Supplier List.
 From Sourcing homepage, click on the "COPY" hyperlink under the Create section.
Search on "Number" field = 38613. Click GO button. Click COPY icon. This

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then goes to copy page where user can then choose which negotiation type (RFI,
RFQ, Auction) and also check if contract clauses/deliverables an attachments should
remain on the new negotiation.
 Choose the negotiation type that meets your demo/customer requirement. Accept
default to retain contract clauses and attachment if applicable.
 Click APPLY button.
 The only action required by the SC is to change the RFQ/Auction Title, uncheck the
approver box for Jonathan Smith, update the NEED BY dates for all the items, and
set the Controls for open and close dates. Then review and publish RFQ. You can
update other controls and attributes as required for your demo.
 Then proceed to demo section to respond to RFQ as the supplier users.
 NOTE: The requisition number does NOT copy over to the new RFQ, so there
is no reference to an open requisition, therefore there will not be any receipt in
IP for the items. You can still do a receipt in Core Purchasing against the
created PO.
REVIEW SEEDED RFQ

 A seeded RFQ and Auction has been created in which all responses have been
submitted by the four suppliers, the RFQ/Auction closed, and awarded to supplier
Industrial. This will allow the SC to review the RFQ/Auction demo flow without
having to create a new RFQ/Auction and enter in all the responses. This seeded
RFQ/Auction should be used in high level overview demo to highlight the
RFQ/Auction process without actually having to run through all the demo steps.
DO NOT make any changes to the RFQ/Auction or supplier responses.
 From Sourcing homepage, search on Negotiation Number = 38613
 Click on the number link to open the RFQ details page.
 From the Action bar, choose "Analyze by Quote", then click GO button.
 At this point you can analyze by individual quote/bid or compare all quote/bid.
 Also go to “Award Optimization”. You can click on any of the Award Total link
to see the actual award details as calculated by the optimization engine.
 Highly suggested you also show the "View Live Console" page to see graphs and
tables of the quote and potential savings.
 DO NOT CHANGE OR UPDATE SEEDED RFQ/Auction. If need be for a
demo, copy this RFI into your own unique RFI number.
SEEDED DATA (user is CBAKER):

Data Element RFQ
Requisition 14041
Sourcing RFQ Number 38613
Winning Quotes 15150 (Industrial) and 15153 (Allied)
Winning Suppliers Industrial Dressler and Allied Manufacturing
Purchase Orders 5476 (Industrial) and 5477 (Allied)

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Receipts 8139 (Industrial) and 8140 (Allied)
Invoices ERS-8139-124924 (Industrial) and ERS-8140-
124925 (Allied)

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Other Industries and Operating Units
Other Industries and Operating Units
Although the above demo data transactions are not seeded in the other industries, the same basic
flow can be run in the following industries using the buyer and supplier users as listed in the
tables below. You will need to find or create items suitable for your demo customer and may
need to adjust the supplier quotes accordingly to match your demo requirements.
Vision Health Services Buyer: JBAKER

Vision Health Services Supplier Users:
Name
Cardinal Medical
HC5@CARDINAL.COM Products VHS CARDINAL Paul Roggin
HC5@DEPUY.COM DePuy Orthopedics VHS DEPUY Teddy Rosen
HC5@GUIDANT.COM Guidant Inc VHS GUIDANT Ralph Gardner
HC5@HILLROM.COM Hill-Rom VHS HILL Mary Wilson
HC5@MEDLINE.COM Medline Industries, Inc VHS MEDLINE Arnold Chang
VHS
HC5@MEDTRONIC.COM Medtronic Inc MEDTRONIC Bert Eaton
HC5@COOOPER.COM CooperSurgical, Inc. VHS COOPER Mia Atkinson
HC5@BIOMET.COM Biomet, Inc VHS BIOMET James Thow
HC5@STJUDE.COM St Jude Medical VHS STJUDE Sunny Kim
HC5@STRYKER.COM Stryker Corporation VHS STRYKER Charlie Suh
HC5@ZIMMER.COM Zimmer Inc VHS ZIMMER Nick Hodges
Corporate Express
HC5@CEOS.COM Office Supply VHS CEOS Jerry Woodson
HC5@STAFFSERV.COM Staffing Services Inc. VHS STAF SERV Richard White
Jones, Gray, and
HC5@JGA.COM Associates VHS JGA Tim Ealy
US Federal Buyer: FEDERAL

US Federal Supplier Users:
Name
fed@grainger.com Grainger, FED GRAINGER George Adams
Corporate Express
fed@ceos.com Office Supply FED CEOS John Washington
fed@staples.com Staples FED STAPLES Ben Polk
fed@boise.com Boise Cascade FED BOISE Bill Lincoln
fed@software.com Software Spectrum FED SOFTWARE Thomas Taft
fed@eip.com Eastern Industrial FED EIP Frank Jackson

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Products
fed@ge.com GE Plastic FED GE Howard Hoover
FED
fed@industrial.com Industrial Dressler INDUSTRIAL Ronald Kennedy
fed@allied.com Allied Manufacturing FED ALLIED Will Wilson
FED STAFF
fed@staffserv.com Staffing Services Inc. SERV Dwight Madison
fed@dell.com Dell Computers FED DELL Grover Harrison
Vision University Buyer: PSTOCKMAN

Vision University Supplier Users:
Name
vu@grainger.com Grainger VU GRAINGER John Mann
Corporate Express
vu@ceos.com Office Supply VU CEOS Horace Muir
vu@boise.com Boise Cascade VU BOISE Charles Moulton
Eastern Industrial
vu@eip.com Products VU EIP Dan Bergstrom
vu@ge.com GE Plastic VU GE Tommy Christie
vu@industrial.com Industrial Dressler VU INDUSTRIAL Ronald Bake
vu@allied.com Allied Manufacturing VU ALLIED Trevor Allen
vu@staffserv.com Staffing Services Inc. VU STAFF SERV Ron Marsh
vu@dell.com Dell Computers VU DELL Linda Warnock
vu@jef.com J.E. Foss Company VU JE Stone, Mark
Gateway Companies,
vu@gateway.com Inc VU GATEWAY McGlinn, Brian
Air Gas Cylinder
vu@agc.com Company VU AIR Lavezoli, Steve
VWR Scientific
vu@vwr.com Products VU VWR Hanson, Steve
vu@sigma.com Sigma-Aldrich VU SIGMA McDonald, Jim
vu@fpp.com Frank Parsons Paper VU FRANK Lund, Dick
vu@emp.com EMP Sales Associates VU EMP Palmeiri, Ed
Arnold Printed
vu@apc.com Communications VU APC Arnold, John
vu@fisher.com Fisher Scientific VU FISHER Marina McNabb
Vision Construction Buyer: CONSTRUCTION

Vision Construction Supplier Users:
Name

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Eastern Industrial
vc@eip.com Products VC EIP Rosalie Hunt
vc@ge.com GE Plastic VC GE Cathy Brandt
vc@industrial.com Industrial Dressler VC INDUSTRIAL Lydia Peterson
vc@allied.com Allied Mfg VC ALLIED Sylvia Tang
vc@csi.com California Supply Inc VC CSI Todd Smith
vc@consup.com Contractors Supply VC CONSUP Ed Bunderflick
vc@es.com Engineered Services VC ES Cindy Hutsell
vc@mf.com Mechancial Fittings VC MF Jennifer Jones
vc@tca.com Temps Cool Air VC TCA Jeremy Kama
vc@woc.com World of Concrete VC WOC Justin Time
Vision Oil and Gas BUYER: MCLAYTON

Vision Oil and Gas Supplier Users:
Name
Gary@BJ.com BJ Services Co VOG BJS Gary Evans
Steve@Schlumberger.com Schlumberger VOG SCH Steve Marshall
John@Halliburton.com Halliburton VOG HAL John Goodman
Vision Process Manufacturing Buyer: PROCESS_OPS

Vision Process Manufacturing Supplier Users:
Name
Winters Supply
ops@winters.com Company BOW Claude Harris
Industrial Bakery
ops@ibi.com Ingredients Ltd. MER1 Brian Snelling
ops@credit.com Credit Dairy CO-OP KNOX1 Jerry Fullwood
Sourcing Integration Notes regarding PO approvals and requisition

consumption:
1) For an Oracle item or one-time item on a requisition where the full quantity is awarded
to a single supplier in Sourcing:

Page 35
A Standard PO will populate with the correct distribution account and will be approved. This is
also true for Blanket PO approval, except that there is no distribution on the blankets. The
requisition will be consumed, so will no longer be available in the Autocreate form in Core
Purchasing.
2) For an Oracle item or a one-time item (not defined in Oracle inventory) on a requisition
where the full quantity is split between two suppliers in Sourcing:
Multiple suppliers (regardless of quantity) will consume the backing req. The requisition lines
will be adjusted based on the award allocation. If a single requisition line is to be fulfilled by
multiple suppliers, then the requisition line will be split. PO and Blanket PO approval will be as
in 1) above.
3) For an Oracle item or a one-time item (not defined in Oracle inventory) on a requisition
where the quantity is only partially awarded:
Partial award of the quantity will consume the backing req. The remaining quantity for the Req
will go back into pool (Autocreate form). The negotiation number/line number will be referenced
on the req and the distributions from the requisition will be carried over to the PO therefore the
Standard PO approval will be initiated. Blanket PO approval will be initiated, because there is no
distribution on the blankets.
4) For an item created in Sourcing (not tied to a requisition from Core Purchasing):
In most cases, the Standard PO approval will not be initiated (PO status will be INCOMPLETE).
This is due to the fact that the item does not have a distribution account from Sourcing. Blanket
PO approval will be initiated, because there is no distribution on the blankets.
The exception to the above is if you choose an Oracle Item that has an account.
5) For Blanket PO (against a requisition from Core Purchasing) that is created from
Sourcing:
Buyers have the option to indicate whether the requisition is to be stamped with the Blanket
number. The Blanket PO and Release will be created and the Release will consume the
requisition.
6) To receive Sourcing generated PO in iProcurement for requisitions submitted in IP:

Requesters can receive Sourcing generated Purchase Orders in iProcurement, regardless of the
number of suppliers that will fulfill the requisition. Please note that it is okay if the supplier on
the req is different from the PO. The only requirement is the receipt method must be "Direct
Delivery".

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Start
Award & Complete
Create Sourcing Sourcing RFQ
RFQ Award items to a
supplier (30)
Log into iProcurement Complete Award (31)
(1) Complete RFQ (32)
Create Requisitions for Verify PO is created in
Items (2) Buyer Work Center (33)
Submit Requisition in
IP (3)
Log into Sourcing (4)
Autocreate a Sourcing
Generate receipt in
RFQ from a requisition
via new Requests tab IP
(5) Receive item in IP (34)
Step 1: Header (6)
Requirement level
attributes NEW R12 (7)
Step 2: Lines (8)
Supplier view PO
Step 3: Controls (9)
Step 4: Contract Terms in iSupplier Portal
(10) View PO in iSP as
Step 5: Suppliers (11) supplier user (35)
Add Price Factors to
Suppliers (12)
Step 6: Review (13) End
PDF Printing
OPTIONAL (14)
Publish (15)
Suppliers quote
RFQ
Log into Sourcing
Supplier (16)
Review Contract (17)
Online Discussion
Enhancement
(OPTIONAL) (18)
Create Quote (19)
Update Negotiation
Deliverable (20)
Log out as supplier
user (21)
Review & Close

Sourcing RFQ
Log into Sourcing (22)
Pause RFQ
(OPTIONAL) (23)
Live Console
(OPTIONAL) (24)
Supplier Activity
Monitor (OPTIONAL)
(25)
Supplier Lock Out
(OPTIONAL) (26)
Close RFQ early (27)
Score Requirements
for Suppliers (28)
Apply Knockout Results
NEW R12 (29)

Page 37

Sourcing - RFQ (Detailed Flow) : Demo Script (Internal)

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