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

............................... 117 Page 5/209 2..............3......1........4 What are Your Negotiations at a Glance?...4 Can I create and save sourcing documents without submitting them? .....1....1 How do I create a deliverable and use it in a negotiation document?.... 96 2. 103 2... 104 2.....3.......................2 How do I monitor the negotiations I have created? ...........................3.......3 How do I define services related lines?... 105 2.....3 Monitoring Negotiations.........3...........6 ..2 Using Oracle Services Procurement and Oracle Procurement Contracts.................................5 How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line?..............10 How do collaboration teams work? ...................... 116 2............................... 100 2..8 What are price breaks.. and how do I use them?........5 2.................. 100 2............ and how do I create and use them? ............8 How do I view the backing information for lines AutoCreated from Oracle Purchasing?................. and how do I use them in my negotiation?.....................................1.........................................................................3 How do I respond on behalf of suppliers without Internet access?.........................1........2....... 97 2........4............3...................... and how do I use them in my negotiation?........... 106 2..................................................... 84 What are Reusable Price Element Lists......1......................... and how are they used? ...1....2.........................3..................................................................13 What are global agreements......7 What are price breaks..................................................3..2 What kind of services can I negotiate for?...........1.................... 86 2.........14 How do I initiate a new round of responding?... 106 2............................3 Are there any shortcuts available when creating a sourcing document? ......5 How do I create a deliverable and use it in a negotiation document?..........1................. 93 2....................... 88 2....................3....... 114 2...........................................9 How do buyers and suppliers communicate while a negotiation is in progress? .......................13 What is shortlisting and how do I use it? ...........................1..3.........................4... 110 2.............................4................ 99 2....................Oracle Sourcing Help How do I use price elements? ...........3.........4 Additional Creation Topics .....3......................2.4....3...................................................4.12 How do security levels work? ..... 103 2.. 102 2......1 How do I access negotiations? ............................................4 What are contract terms and conditions..................................1 What are some negotiations strategies I can use? .............................. 91 2........... 108 2.......10 Can I invite additional suppliers to a negotiation I've already created? ...4.....1.....4..............4...............3..... 109 2............... 112 2......................... 102 2....................................... and how do I use them?........4....................1...1..........................................................................1..6 How do I download the responses I have received? ..... 92 2...3. 96 2. 114 2............................ 88 2................................................4...1. 98 2...............1......... 105 2...............................4.............3.........................11 Who can participate as team members? ... 84 2........11 How do I extend a negotiation that is in progress? ........4........................ 107 2........ 95 2........7 How do I analyze the responses I have received?........7 What are contract terms and conditions............................................... and how do I use them?....1.......................2 What is a sourcing event? ............................. 115 2.............2.................6 How do I copy a sourcing document?................... 107 2...........................12 How do I change my auction's AutoExtend settings while the auction is in progress?.....................................................1..................... 98 2......3.............3...9 What are amount based line types...4.

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

.......................1.....................2..........................................5 What information is contained on the Awarded Items page? ...............1 Additional Topics .......................1 What are the benefits of registering and participating in this system? .........................1.......................2.......1................10 How do I respond to an amendment to a sourcing document? .1............................6 What information is contained on the Rejected Items page?..............1 How do I access negotiations? .............................................................. 159 5......................Oracle Sourcing Help 4....... 167 5...................... 168 5.13 How do I download a spreadsheet and respond offline?................15 How do I respond to a negotiation that has gone to an additional round of responding?. 163 5.. 179 6....4 How do I view the details of a negotiation before placing a response? ....1.. 152 5.....................................2 How do I use Quick Links?.2 Monitoring Negotiations.................................................2...................... 148 4.......1.....................................................1....................................2 How do I use Quick Links?.....7 How do I view the attachments associated with the negotiation to which I am responding? ......................... 158 5...................................1......3 What is the Awarded Bids Detail report? ....1.. 164 5.......8 How do I use item attributes and price elements when responding to a negotiation? .........14 How do I rebid on an RFQ or auction? .......................... 170 5...............................2 Can international companies participate? .... 177 6.1 How do I search for negotiations? ..... 174 5........ 159 5........9 What is AutoRefresh? ...2.......................................4 What information is contained on the Disqualified Responses page? .........................8 How do I turn off proxy bidding? ...........19 How do I respond to a service-related line?...............................3.......................... 169 5... 158 5..................2.......................... 163 5.. 150 5.........3 What is a WinZip (or zip) file? ....3 How do I respond to a negotiation? .........1..................1 How do I monitor negotiations to which I've responded? ........................1 Responding to Negotiations..........2....... 161 5..............1........................16 Why would a negotiation have special terms and conditions? ... 178 6...................................................... 175 5........1............................................ 172 5.........................1.................. Additional Information.... 150 5..................................................1..................... 178 6...... 161 5.........1........ 166 5...10 What is proxy bidding and how does it work?.... 179 Page 7/209 ..........2... 167 5....................1..................................................7 How do buyers and suppliers communicate while a negotiation is in progress? ............................ 170 5................12 What is power bid?.2...................1........3 How do I track the status of my responses?..3 Searching................................ 165 5............................................................6 How do I submit a response online? ...........1............. 149 5...................................................... 178 6............................................. 176 5........1...............11 How do I turn off proxy bidding? .............2............5 How do I respond to a Request for Information (RFI)?.......1..........................2...............................................2...............2................................... 154 5...................17 How do I respond to an amendment to a sourcing document? .......................11 How do I respond to a deliverable defined to a negotiation?.......... 162 5.......................2............... 153 5.................... 152 5..18 How do I respond to a deliverable defined to a negotiation?............ 164 5...................9 How do I print information on my negotiation? ...4 What is the Awarded Quotes report? .............. 167 5......................................... Help for Sourcing Suppliers................................................. 150 5...................................................................1..2...........................1........................................ 177 5...... 173 5......................................................... 167 5.............................. 151 5.........12 How do I respond to a service-related line?.........

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

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

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

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

2. and item-specific attributes. Page 12/209 . Prices are established based on actual supply and demand at the time the negotiation is transacted. The four different types of sourcing documents available . and buyer's auctions.1.1.2.1.1. but on lead times.Oracle Sourcing Help 1.4. and then use that information to create negotiations that drive prices based not only on price.2 “Glossary”) Terms and Conditions enforcement (See Section 5. Common Functionality All sourcing document types have the following common functionality to simplify the negotiation creation process: Reusable Attribute Lists (See Appendix 7.6 “How do I copy a sourcing document”) Multiple Currency support (See Section 2.1.1.requests for quotations (RFQs).4 “How do I create and edit a reusable invitation list”) Sourcing Template (See Section 2. requests for information (RFIs).1 “How do I create an attribute list?”) Reusable Invitation Lists (See Section 2.7 “Can I accept responses in multiple currencies”) Multiple Language support Notes and Attachments (See Chapter 6.2.1. Buyers use real-time interaction to obtain information on suppliers' products and services. can bypass intermediaries and establish relationships that might not have been possible using more traditional methods of buying and selling.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. who might never meet face-to-face.2 Getting Started with Oracle Sourcing 1. Buyers and sellers.3. enabling them to efficiently obtain the best possible prices for goods and services. “How do I create and edit negotiation templates?”) and Copy features (See Section 2. Buyers can use the information obtained to subsequently conduct an RFQ or buyer's auction.1 Frequently Asked Questions: Oracle Sourcing 1.2.1 What is Oracle Sourcing? Oracle Sourcing offers flexible negotiation capabilities to buyers and sellers.2. quantity.

The process can last from days to weeks. Auctions last for a set period of time. Buyers usually review the received quotes.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.2 Glossary) RFQs. Negotiations supports blind and sealed (See Chapter 6. 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. Auctions are typically focused on creating competition between sellers. 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. Page 13/209 . Guidelines for choosing a negotiation type Use the following table to determine which type of negotiation best suits your business needs.2 “Glossary”). typically a matter of a few hours. Typically an RFQ consists of multiple rounds with competition focused on which supplier(s) can meet the specific requirements in addition to price. blind. These recommendations should only be used as guidelines. Auctions Auctions supports the complete auction process from auction creation to final award to purchase order generation. Auctions supports open. such as office furniture or memory chips. amend the supplier list and submit a modified RFQ for subsequent rounds of quoting. Auctions enable buyers to solicit bids for goods and services that are clearly defined. and sealed auction styles (See Chapter 6.

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 .

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

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

8) 5.1. Convert to negotiation document (See Section 2.11) 2.11) Price Breaks (See Section Price Breaks (See Section 2. Manual Extend/Early Close (See Sections 2.4.1.4.1. submit Other Proxy Bidding (See Attribute Based Section 5. Page 17/209 .10) Bidding (See Power Bidding (See Section 5.11) Buyers can Manual Extend (See manually extend Section 2. The details of the document such as the controls. Decrement/Increment (See Section 2.15) scheduled close Minimum Bid date.8) RFIs use item attributes to solicit item information from suppliers.11) an RFQ or close an RFQ earlier Early Close (See Section than the 2. have previously created. or any other users in your organization.8) Extend/Early Close (See AutoExtend (See Section Section 2.3.1.4.3 What time saving functions are available to me when creating negotiations? There are many ways you can streamline the creation of sourcing documents: Copying an existing document You can copy documents that you.10) Price Elements Attribute Based Bidding (See Section (See Section 5.3.7) 1.1.8) Price Elements (See Manual Section 5.1.1.1.1.7) 2. Multiple If allowed by bidders may multiple bids.2) Information obtained during the RFI can be used to create a new negotiation document.4.Oracle Sourcing Help Attribute Based Bidding (See Section 5. Multiple Quotes The RFQ business process allows suppliers to submit a single quote per round.1.1.1. terms and conditions.2.15) Buyers can manually extend an RFI or close an RFI earlier than the scheduled close date. Bids buyer. and invitation list are copied into a new document which you can edit if necessary.8) Section 5.4.4.11/2.1. item information.1.

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

2. these lists are shared across all document types and can be accessed by the buyer as required. quantity. From this page you can access and edit any of your draft negotiations.2. you can click "Continue editing your draft. buyers define attributes for negotiation items. You are granted exclusive control until you release it. Buyers can efficiently create and award RFQs and auctions while suppliers can also use this functionality to assist in bidding in auctions or submitting quotes for RFQs. these attributes can be either required. The document is released when Page 19/209 . called item attributes. 1.2.1.8 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.1.1. you see the Confirmation page.2. and delivery. Item attributes and their responses comprise the heart of the RFI process.2. How do I continue working on it? You can continue working on a document saved as a draft by After clicking Save Draft. 1. When creating an RFI.1. Suppliers reply to the item attribute. that allow bidders/suppliers not only to respond to the price. From this page.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.6 What is attribute based negotiation and how can I use it? Attribute based negotiations enable buyers to define multiple item-specific characteristics.7 I just saved a negotiation as a draft document. Depending on the setting chosen during the negotiation creation. 1. 1. in essence "answering" the buyer's question.Oracle Sourcing Help 1. ensuring that only one user can work on a draft at any time. you can click "Manage Draft Negotiations" to access the Manage Draft Negotiations page. These attributes represent important aspects of the item for which the buyers need information from their suppliers.1." Alternatively.5 Are reusable invitation lists and reusable attribute lists shared across all three negotiation types? Yes. or display only. optional. but also to other features salient to each item. The buyer then uses the suppliers' responses to qualify the group of suppliers and to determine the best set of suppliers with which to later conduct a negotiation.

1. 1. (The original creator can always unlock a draft.1. making it available for award. What are the differences? You can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing. However. Negotiations with Round Completed are not available for awarding. It is removed from the system.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.12 I know I can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing.1. can unlock draft auctions/RFQ which were locked by other users. You delete it from the Manage Draft Negotiations page.Oracle Sourcing Help You save it. You submit it (the draft becomes a valid negotiation in the system). The information from the previous round is enough to save a draft.2. (Users with the appropriate function security.2. The draft creator selects the draft and clicks Unlock on the Manage Draft Negotiations page. 1. If you wish to create a draft for a new round. you are not required to enter any information.1.2. such as the Sourcing Super User. Negotiations lines entered directly in Oracle Sourcing can include item numbers and item revisions if the item information was retrieved from the Item Master. you can delete the draft for the new round from the Manage Draft Negotiations page.) Another user removes the lock. Each has its own benefits: Page 20/209 .2. The system automatically updates the status of the previous round to Closed.1.) 1. can I award business to quotes/bids from the previous round? Once you save a new round of Quoting/Bidding.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. You can save an negotiation as a draft as soon as you get to Step 2.10 If I have saved a draft of a new Quoting/Bidding round. the system automatically updates the status of the previous round to Round Completed.

the system calculates a weighted score for each attribute response and a Total Score for the item. the more important the attribute to the item. or need-by date. 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. Scores represent the desirability of that attribute value or range of values compared to other values. The higher the score. quantity. 1.2. the more desirable the attribute value or range of values. breaks. Page 21/209 .Oracle Sourcing Help RFQs/auctions in Oracle Sourcing Real time bidding. 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. It then ranks the scores for the same item from different respondents based on a Price to Total Score ratio.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. Scores are numbers between zero and 100 and are assigned to each possible attribute value or range of values. The goal of scoring is to motivate a respondent to respond with quotes/bids most closely matching the desired attribute values. As responses are received. the requisitions become available again to AutoCreate in Oracle Purchasing. New buyers can then manage the requisitions as needed.1.1. Custom attributes having weights and scores are called weighted attributes and require a response. The old Sourcing negotiation number remains on the requisition line until a buyer creates a new negotiation using the requisition. The higher the weight. 1.2.13 What happens if I cancel a negotiation having backing requisitions in Oracle Purchasing? As soon as you cancel a negotiation with backing requisitions. Each weight assigned to an item attribute is a number between one and 100 that represents the importance of that attribute compared to other item attributes. Weights and scores can be assigned to the custom attributes.

1. quantity. the buyer can still award the negotiation to any supplier regardless of the Price to Total Score ratio values. but it offers the lowest price per point of score. however.1.2.1. To lower the ratio for an item included in a bid.Oracle Sourcing Help 1. Though suppliers in a multi-currency negotiation can submit responses in several currencies. delivery dates and attributes of an item.2. it offers the best value for the money. In both price-only and Multi-Attribute Weighted Scoring negotiation. When you create a new negotiation. they are allowed to respond in only one currency per response.17 Can I accept multiple currencies in my negotiation? Yes. The lowest ratio among competing responses may not offer the lowest price. The lowest ratio receives the highest rank. you can allow bids or quotes in currencies other than the negotiation currency. It is the ratio of Quote/Bid price of an item to the sum of the weighted scores of all the Quote/Bid values submitted for that item. the system will automatically convert the responses to the negotiation currency. The winning response is decided based on the buyer's definitions of the relative importance of item attributes. item attributes can be scored and weighted.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. However.2. In a Multi-Attribute Weighted Scoring negotiation.2. 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. suppliers can quote/bid on price. 1. the system ranks the supplier only on the basis of price. 1. the negotiation currency defaults to the functional currency defined for your operating unit. Whenever you view the responses you have received. 1.15 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. you can invite these users Page 22/209 . The buyer can still award the item regardless of the ratio. reflected in the Price to Total Score ratio.16 What is the difference between Price-Only and Multi-Attribute Weighted Scoring RFQs/auctions? In a price-only negotiation. A buyer can view bids plotted on a Price to Total Score graph to assist in analysis of quotes/bids. In other words.1.

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

and participate in the negotiation Preview or open Buyers date/time Preview or open All invited suppliers date/time Preview or open All invited date/time contacts additional To invite them to register.2. a buyer with the appropriate authorization can add the company to your Supplier Master).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. acknowledge intent.Oracle Sourcing Help To register a user yourself: Anyone with the Sourcing Super User authorization. From the Portal page. 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. Select the applications to which the user will have access. 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 .20 What is the purpose of notifications? Who receives them and when? Notifications are used to communicate specific events to users. enter the required information. 1.2. 3. Click Register. On the Register an External User page. 1. Invitations are automatically sent to each supplier. click "Register a Supplier User.1. You receive a confirmation that the new user has been registered." 2.1. Event Recipient Purpose To inform them that the negotiation is open for previewing or bidding To invite them to acknowledge intent. can directly register and approve users.

Negotiation Duration Reminder Email Sent Equal to or less than One hour after the Preview/Open Date 24 hours Page 25/209 . 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. they receive a reminder email notification once the negotiation has opened for either previewing or responding. The negotiation duration is the length of time between either the preview date (if the buyer specified one) or the open date.1.Oracle Sourcing Help Disqualify a bid or Supplier whose response To inform the supplier the bid has quote has been disqualified been disqualified All bidders in the open and To inform all bidders/suppliers that Disqualify a bid or sealed auction. or all a certain Quote/Bid has been quote suppliers in the sealed disqualified RFQ. and the close date. When the reminder gets sent depends on the duration of the negotiation.2.21 When does an invitee receive a reminder email notification? If companies do not acknowledge participation by a certain time.

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

1. access the negotiation whose associated purchase orders you wish to see by entering the negotiation number into the Search Negotiations fields. Click the Administration tab. 1. On the Negotiations Summary page.2.28 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.2. for example.2. You can search for the purchase orders in Oracle Purchasing by entering the negotiation data.Oracle Sourcing Help 1. you can require a particular indicator be used for all negotiations.27 Can the system administrator require buyers to use a certain rank indicator? Yes.25 Can I invite additional suppliers to an RFQ or auction I've already created? Yes. As the system administrator. 1.2. click the response number link to view the information on that response including the corresponding purchase order created for that response.1. the negotiation number. For a Note field. This displays all purchase orders for a particular negotiation. you can enter a maximum of 2000 characters.1. which includes the purchase order numbers along with other information.1. You can also search Oracle Purchasing by entering the original requisition information. Any user assigned the appropriate job function can add suppliers to an RFQ or auction any time before the close date and time. Page 27/209 . On the Award Summary page.1. you can enter a maximum of 240 characters. In Oracle Sourcing. select Award Summary from the Action menu and click Go." Select the indicator and specify whether users can override your selection.26 How many characters can be entered into the Item Description and the Note fields? For an Item Description field. You can check your Notifications for the Purchase Order Creation Notification. and then click "Negotiations Configuration.

5 “How do I use price elements”).2.2.4 “How do I award business in an RFQ or auction”).2 “How do I monitor the negotiations I have created”). Steps in the RFQ process include: 1.3 “How do I respond to a negotiation”). Page 28/209 .2. RFQs supports both blind and sealed RFQs.1. The RFQ process usually lasts days or weeks through multiple rounds of negotiations. Reusable attribute lists (See Appendix 7. Once the RFQ is completed. RFQ is typically used for complex items or services such as made-to-order manufacturing items or construction projects.5. RFQ creation (See Section 2.4. RFQs enable buyers to collect quotes from suppliers for complex and hard-to-define items or services.4 “How do I create and edit a reusable invitation list”). Buyers initiate RFQs that may include multiple line items by publishing the RFQ and inviting suppliers. Suppliers cannot view competing quotes while the negotiation is in progress. Reusable invitation lists (See Section 2.Suppliers view the RFQ details and submit their quotes online. RFQ modification or awarding (See Section 2.2 Getting Started with RFQs RFQs support the full business process to solicit quotes from suppliers.1. Price elements (See Section 2. RFQ monitoring (See Section 2.1 “How do I create a new negotiation”). RFQ Capabilities RFQ templates (See Section 2.1. RFQs typically consist of multiple rounds with competition focused on whether supplier(s) can meet the specific requirements. The suppliers' responses to the RFQ allow the buyer to compare quotes and negotiate the best price and specifications for the good or service.Buyers can monitor real-time quote activity and take appropriate action.2. 3. buyers can review quotes and award the RFQ or submit a modified RFQ for another round of quoting.Oracle Sourcing Help 1. 2. 4.3. Quote preparation and submission (See Section 5. Once suppliers have submitted an initial round of quotes.3 “How do I create and edit negotiation templates”).1 “How do I create an attribute list”).1. suppliers are immediately notified of the results via online notifications. Buyers analyze the quotes and either award the RFQs or modify the RFQs and open them for another round of quoting.1.1.

1. and how do I use them”). Sourcing Events (See Appendix 7.1.4. Integration with Oracle Purchasing (See Section 2.4.9 “How do I disqualify responses I receive for an RFI. (5.5.5 “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. Capture Total Cost (See Appendix 7. Manual extend (See Section 2.7 “What are reusable price elements and how do I create them”).2 “Glossary”). Graphic RFQ monitor (See Appendix 7.1. Online or offline awarding capability (spreadsheet awarding). RFQ. Real-time status updates Notes and attachments (See Section 6.2 “How do I monitor the negotiations I have created”).4.4. Quote comparison (See Section 2.1.16 “Why would a negotiation have special terms and conditions”) Quoting online (See Section 5.6 “Why are some RFQs and auctions associated with a sourcing event”).7 “What are price breaks.6 “How do I submit a response online”) and offline (spreadsheet quoting).14 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”).2 “Glossary”). Multiple RFQ styles: blind or sealed (See Section 6. Multi-round quoting (See Section 2.16 “How do I cancel a negotiation”)and Disqualifying quotes (2.4 “How do I award business in an RFQ or auction”). (See Section 2.3.14 “How do I initiate a new round of responding”).1. Canceling RFQs (See Section 2. Page 29/209 .4.1.8 “How do I use item attributes and price elements when responding to a negotiation”).5.13 “How do I download a spreadsheet and respond offline”). or auction”).4.5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Purchase order generation Attribute based quoting (See Section 5.11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2.Oracle Sourcing Help Price breaks (See Section 2.15 “How do I close a negotiation before its scheduled close date and time”).

you can upload items using a spreadsheet.Oracle Sourcing Help 1.3 Can I cancel or retract my quote? No.3 Frequently Asked Questions: RFQs 1.1 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. but you must enter the weights and scores for an item's scored attributes online. you can submit multiple quotes within the same round. You can contact the buyer who created the RFQ and ask to have your quote disqualified. 1.2.2.4 What are the Quote Currency and the RFQ Currency? RFQ Currency The RFQ currency is the functional currency for the set of books of the organization under which the RFQ was created. 1. You can prepare your list of RFQ items offline and upload the completed spreadsheet.2. ensuring the integrity of the submitted RFQ items. 1. Page 30/209 . Suppliers can choose the Quote currency in which they will place their quotes.3. It is the RFQ buyer's reference and review currency. but quote disqualification is at the discretion of the buyer. The Unseal Date is the date when the buyer unseals the unlocked RFQ allowing the suppliers to view the quotes as well. The system validates the data.3. 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. Quotes are converted to the RFQ currency for quote review. In a Multi-Attribute Weighted Scoring RFQ. 1.2.3.3. Quote Currencies Additional currencies in which quotes will be accepted.3.5 What is the most efficient way to create an RFQ with several line items? You can use the spreadsheet functionality to create an RFQ with several items.2 Can I submit multiple quotes per round? If allowed by the quote controls.2.2.

When Promise Date is an optional response.Oracle Sourcing Help 1. See How do I invite suppliers to my RFQ or auction? for details on identifying contacts. you can invite additional suppliers by using the same process employed during the initial RFQ creation.2. This is one of the feature of RFQs and mirrors the general off-line behavior of this negotiation model.3.3.7 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.8 What is the Promise Date. spreadsheet items are validated to ensure the integrity of the submitted quote. 1.10 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. 1. Once the supplier has provided you the email address.2. Downloading the RFQ contents allows suppliers to quickly respond.6 What is the most efficient way to quote on many line items in an RFQ? If an RFQ consists of many line items. You can invite suppliers by selecting them from the supplier master list. An automatic invitation will be sent to each invited supplier. Page 31/209 .11 Can I invite additional suppliers to subsequent rounds of an RFQ? Yes. Suppliers complete the quoting process by uploading the spread sheet back to the system. 1. completing multiple item attributes. In all other cases. 1.2. Promise Date is an required field.2. When creating additional rounds for an RFQ. In an RFQ whose outcome is a blanket purchase agreement.3. 1.2. the Promise Date is required only if the RFQ uses multi-attribute weighted scoring and Promise Date is one of the scored attributes. you can enter the address in the Additional Contact Email field during negotiation creation. the Promise Date is optional. During the upload.2.3.3.3.9 Is an RFQ always blind or sealed and why? An RFQ is always either blind or sealed. and why would I enter one? In an RFQ whose outcome is a standard purchase order. 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.

2. you cannot see either the name of the respondent or the details of the bid until you unlock the RFQ. you can manually close your RFQ earlier than the original close date/time. you can see how many quotes are being placed. none of the details are available for viewing by any suppliers. you can modify the following: Title Style Ranking method Rank indicator Preview Date/Time Open Date/Time Close Date/Time Award Date/Time Collaboration team information Item information Invitation List Notes and attachments Page 32/209 . you can start another round of quoting.3. 1. 1.13 Why can't I see the graphical monitor in a sealed RFQ? While an RFQ is sealed. 3.2. Once the buyer has unlocked and unsealed the quotes. 1. select Close Early from the Action menu to close the RFQ. however.14 Can I close my RFQ earlier than the original close time? If you select the Early Close option when specifying quote controls.2. 2. you can use the Graphical Monitor to view quotes. can I see who is bidding? In a sealed RFQ.12 In a sealed RFQ.Oracle Sourcing Help 1. 1.15 How do I start another round of quoting in an RFQ? Once an RFQ has been closed. Select Start New Round from the Action Menu.3. On the Negotiations Summary page. Use the negotiation number in the Search Negotiations fields on the Negotiations Home page to access the negotiation. On the Start New Round page.3.2.3.

3 “How do I respond to a negotiation”). although the close time can be extended manually or automatically based on last minute bids. the bidding process moves quickly which results in increased competition. Creating the auction (See Section 2. Bidders participate in the auction by viewing the Page 33/209 . Prices are established based on actual supply and demand at the time the auction is transacted.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. typically a matter of a few days.1 “How do I create a new negotiation”).2.3. Auctions enable buyers to solicit bids for goods and services that are clearly defined. Steps in the auction process include: 1. Responding to the auction (See Section 5. Auctions last for a set period of time. the business terms and conditions and intended bidders. Negotiations allows buyers to establish either public or private auctions to meet the specific needs of buyers. flexible auction capabilities to buyers so they can efficiently obtain the best possible price for goods and services. Auctions are typically focused on creating competition between bidders.4 Getting Started with Auctions Getting Started with Auctions Auctions offer complete. quantity and item-specific attributes. 2.1.1.1.Oracle Sourcing Help 1.2. such as office furniture or memory chips. Auctions allow real-time interaction to drive dynamic prices based on information that extends beyond price to include lead times. Because most auctions are open for short periods of time.The buyer defines the auction and includes all the auction item information.

1.3. Multiple Auction styles: open.7 “What are reusable price elements and how do I create them”).4 “How do I award business in an RFQ or auction”). blind or sealed (See Section 6. Auction features include: Auction templates (See Section 2.8 “How do I use item attributes and price elements when responding to a negotiation”).1. bidders are immediately notified of the auction results via online notifications. bid quantity.12 “What is power bid”). The buyer analyzes the bids and awards the auction based on the price. Reusable invitation lists (See Section 2. Monitoring the bid responses (See Section 2.1. Proxy bidding (See Section 5.The buyer and all other participants can monitor the real-time activity during the auction and take action as necessary. Price elements (See Section 2. and how do I use them”).2.3 “How do I create and edit negotiation templates”).4 “How do I create and edit a reusable invitation list”).2 “How do I monitor the negotiations I have created”). Sourcing Events (See Appendix 7.1.6 “Why are some RFQs and auctions associated with a sourcing event”).11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2. bid attribute value(s). Autoextend feature (See Section 2. 4. Price breaks (See Section 2. Attribute based bidding (See Section 5. If permitted by the auction rules.1.1.Oracle Sourcing Help auction items and submitting bids online.2. Evaluating and awarding bids (See Section 2.4.1.1. Reusable attribute lists (See Appendix 7. Once the auction is completed.2.11 “What are response controls”).10 “What is proxy bidding and how does it work”). Capture Total Cost (See Appendix 7.5 “How do I use price elements”).2 “Glossary”). bidders can view competitive bids during the auction. Manual extend (See Section 2. Power bidding (See Section 5.11 “What are response controls”). Minimum Bid Decrement/Increment (See Section 2.1.1.7 “What are price breaks.1.4.5.3. Page 34/209 .4.1 “How do I create an attribute list”).15 “How do I close a negotiation before its scheduled close date and time”). 3.

5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Notes and attachments (See Section 6.2 “Glossary”).16 “How do I cancel a negotiation”) and Disqualifying bid (2.1.1.5.4. Page 35/209 . RFQ. Graphic Auction Monitor (See Appendix 7.5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”).1.Oracle Sourcing Help Canceling auctions (See Section 2. or auction”).4. (5.4 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”). (See Section 2.13 “How do I download a spreadsheet and respond offline”). Purchase order generation Real-time status updates Bidding online (See Section 5.5.6 “How do I submit a response online”) and offline (spreadsheet bidding).9 “How do I disqualify responses I receive for an RFI.4. Integration with Oracle Purchasing (See Section 2.2 “How do I monitor the negotiations I have created”). Online or offline awarding capability (spreadsheet awarding).1. Bid comparison (See Section 2.4 “How do I award business in an RFQ or auction”). Monitoring bid activity (See Section 2.

or task bar options”).5.2.2.2. 1. but only the buyer can see the identity of the bidder. provided that: 1. Note: Two people from the same cannot quote in the same RFQ. buttons.5.4 “Why can't I access some pages. 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. Buyers are not required to designate a target price for every item. The buyer can also choose to display the target price to the bidders for reference.2. 1.2.1.2 What is the difference between Quote/Bid start price and target price? When creating a new RFQ or auction. someone else at your company can award an auction created by you. 1.5. All registered users in a company can bid on the same auction.5. Everyone can see the bid content once the auction is unsealed. The buyer can see the bids once the auction is unlocked.2.5 Frequently Asked Questions: Auctions 1.6 Can two people from the same company bid on the same auction? Yes. 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. 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. and 3. Page 36/209 . The target price is the price you hope to pay for one unit of an item.2. You can elect to display the target price to participants. 1. They have the appropriate function security (See Section 6.5 Can someone in my company award an auction that I create? If granted the appropriate authorization.4 What is the target price used for? The target price is mainly used for internal performance analysis for the buyer.5. 1.Oracle Sourcing Help 1. The bid controls for this auction allow multiple bids per round . links. The auction to which they are responding is not owned by their company 2.5.1 What are the different auction styles? The buyer can choose from three types of auctions: Open: everyone can see the bid content.3 Why isn't there a target price for every item? Target price is an optional value.

When you invite a supplier (See Section 2.9 How do I initiate a new round of quoting or bidding? After your RFI.8 If my RFQ/auction is open to all suppliers. none of the previous responses submitted are available for awarding. After you initiate a new round of responding.5.Oracle Sourcing Help 1.2.1. you are not required to send invitations to any suppliers.2.5. Page 37/209 . you can initiate a new round of responding if you set the controls to allow multiple rounds of responses (RFQs always permit multiple rounds of quoting). can they view each other's bid details? Depending on the auction style.13 “How do I invite suppliers to participate in my negotiation”) to participate.5. 1. you might want to send invitations to increase specific suppliers' awareness of your RFQ/auction and encourage participation. that supplier receives an e-mail notification about your RFQ/auction. 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. and your RFQ/auction appears in that supplier's "Open Invitations" list of invitations.1. However. RFQ. or auction has closed.2. why would I invite suppliers to participate? For a public RFQ/auction.7 When two respondents from the same company place bids.

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

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

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

5. 1. You can also define the total number of auto extensions and the extension period. 1. if Bidder B bids triggering a proxy bid for Bidder A and the resulting bid results in the same Price to Total Score ration.2.2.2. the bidder can only view the resulting Price to Total Score for a bid. You can specify whether the auction is extended from the original close time or from the time when the winning bid has been received. 1.14 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. Bidders cannot respond to display only attributes so there is no value for comparison. You can also specify if the autoextend is for the entire auction or particular line items. a company can place one bid in each round when being invited to that round Page 41/209 .5.5. When the bid control "No .2. that is. is up to the discretion of the buyer.16 What is a Single Best Bid? A Single Best Bid is a response to an auction that allows only one bid per company. Bid disqualification. 1.11 Can a bidder retract a bid? If a bidder has submitted. however. once one user at a company responds.5. When the buyer hides scores/weights.2. For example.2.15 How do two bids with the same score get ranked if the prices are the same? The earliest bid gets a higher rank. The response is at the company level. best bid" is selected for a multi-round auction.A bidder must submit a single. 1.12 Why can't I always view scores and weights set up by the buyer? The buyer can optionally hide scores and weights from the bidder.5.13 Why are display-only attributes not visible in the Bid Compare page? Display only attributes are used to convey information to bidders. the bidder can contact the buyer and ask to have the bid disqualified. Manual Extend allows you to manually extend your auction close date/time before the auction closes. AutoExtend extends the duration automatically if new bids are received in the closing minutes of the auction. no other user at the same company can bid. Bidder B receives the higher rank because the proxy bid was created by the system after Bidder B's bid.5.Oracle Sourcing Help 1.

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

Supplier identities are never revealed to other bidders.00 with a score of 100 for the same item.00 with a score of 90 for the item. a bid can be beaten based on the Price to Total Score ratio without triggering a new proxy bid. Page 43/209 . To avoid these situations. he cannot modify any attribute responses to try to improve his score. but since Supplier B's bid price is still higher than Supplier A's bid price. Supplier A's proxy is triggered to place a new bid of USD 84. This bid (84/90) is now the winning bid. 1.00. Supplier A places a bid of USD 95. Now Supplier B's bid (92/100) is better than Supplier A's bid (84/90). since proxy bids are generated based only on the price of the competing bid. Therefore.2.5. Supplier B's bid is the winning bid even though the bid price is higher. not just the bid price. For example.2. Supplier A's proxy is not triggered.Oracle Sourcing Help 1.5. Supplier A's proxy will only be triggered again if there is a bid with a price lower then USD 84.00) has not yet been reached.00. a proxy bid decrement of USD10.19 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. However.00 and a proxy minimum of USD 75.00. And since Supplier A's proxy minimum (75. This bid (94/100) is better than Supplier A's bid (95/90).00. Supplier B then bids USD 94. You may need to cancel the proxy bidding process to redefine attribute information to improve your price to total score ration. 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. Supplier B then places another bid of USD 92.

RFQ.6 “What information must I provide to create my negotiation header”).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. RFIs can be taken to multiple rounds until the buyer has enough information to identify supplier(s) with which to deal.1 How do I create a new negotiation? Use the instructions on this page to create Sourcing negotiations (RFIs.1.7 “What are contract terms and conditions.1.1.1. and buyer's auctions).13 “How do I invite suppliers to participate in my negotiation”). 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. At the conclusion of the RFI cycle. Help for Sourcing Buyers 2. You can also create new negotiations quickly by applying a negotiation template.11 “What are response controls”) Enter Your Terms and Conditions (If Oracle Procurement Contracts is bought and licensed) (See Section 2. RFQs. the information contained in the RFI can be copied into an RFQ or buyer's auction.1. RFQs. you can save time by copying an existing RFI/RFQ/Auction.1. Enter Negotiation Lines (See Section 2. Define Your Response Controls (See Section 2. Page 44/209 . and Buyer's Auctions 2.1.1.1.Oracle Sourcing Help 2. 2. You can create a negotiation and save it as a draft before submitting it.1. Therefore. o If you have previously created an RFI.1.1 Creating RFIs.9 “How do I add lines to a negotiation”). and how do I use them in my negotiation”) Invite Your Suppliers (See Section 2. There are four main steps to creating a new negotiation: o o o o Create Your Negotiation Header (See section 2.1. or auction.1 Creating Negotiations 2.4.1. RFIs are used more for gathering information on goods and service provided by a supplier than to lock in particular price information.

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

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

The backing requisition information is carried over from Oracle Purchasing and used throughout the creation process. you can search for requisitions according to different attributes such as item or category and include them in a single document. When using AutoCreate. 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. 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.1.Oracle Sourcing Help 2.4 How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents? If your Oracle Sourcing system is integrated with Oracle Purchasing. AutoCreate uses the requisition information to create a Buyer's Auction or Sourcing RFQ. You can use this number to access the document in Oracle Sourcing and to Page 47/209 .1.1.1. The AutoCreated document is assigned a document number. Once you have identified the requisitions in which you are interested. 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. 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. you can use requisition information in Oracle Purchasing to create a draft sourcing document that you can then access and edit.3 How do I use Quick Links? The Quick Links section of the Negotiations Home page provides easy.

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

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

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

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

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

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

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

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

Select the appropriate type for your negotiation. 4. select the exchange rate type. The system's response currency codes are available from the drop down menu. Define the exchange rate by entering the number of response currency units that equal one unit of the negotiation currency. For example. You assign currencies to specific suppliers when you invite the suppliers to your negotiation. Select the checkbox to display the exchange rates if you want to allow respondents to see your response currency exchange rates. When you have finished defining currency information. Select the User Specified Rate type. Enter the date for which you wish to use this set of exchange rates. If the precision for the response currency is greater than the precision for the negotiation currency. 3. The description field explains the code. After you have selected your suppliers in Step 5. select a response currency for each supplier.8 How do I restrict a supplier to a particular currency? If you allow multiple response currencies for your negotiation. To restrict a supplier to a particular currency: 1. Otherwise click Add Another Row and continue defining currencies and exchange rates. 6. You can use predefined exchange rates (Corporate Exchange Rate) or specify your own exchange rates (User Specified Rate). 3.1.09 meaning . click Apply. If you are finished defining alternate currencies. continue creating your negotiation.Oracle Sourcing Help 2. Specify the price precision for the currency. To use predefined exchange rates: 1. you can choose to restrict specific suppliers to particular response currencies. The system may contain several different exchange rate types. The page redisplays. To define your own exchange rates 1. if the negotiation currency is United States dollars (USD) and the response currency you're defining is Swedish Kroner (SEK) the exchange rate might be .1.09 kroner to one dollar. 2. 5. On the Header: Manage Response Currencies page. Select the response currency. the system will round when converting responses into the negotiation currency. Select the response currency you will accept. 2. 2. Page 56/209 .

From the navigation bar in the top left corner. Multiple users in a supplier's organization can submit several initial bids. You can enter lines online or bulk load lines from a spreadsheet.1. select how the line will be ranked. Any." enter an exchange rate for the response currency you selected in the previous step. each in a different currency. *Indicates a required field : Page 57/209 . 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. No other suppliers may respond in that currency unless you also associate that response currency with them. However. 3. 2. On the Lines: Create Line page. The spreadsheet is useful if you are adding a large number of lines. if a user submits a rebid. Your other option is to load the line information using spreadsheet upload. 4. 2. If you selected User Specified Rate in "Step 2: Defining Business Terms and Conditions. accept the default value of Online from the Add Line drop down menu.9 How do I add lines to a negotiation? When you create a new negotiation. o o o 2. and how the line will be added and click Go. Select a price precision for the response currency.Oracle Sourcing Help o If you accept the default. select Multi-Attribute Scoring as the Ranking type. 3. Line ranking is not performed in RFIs. To add a line using the online system. If you wish to score and weight your lines. Continue creating your negotiation. the follow-up bid must be in the same currency as the initial response. If you select a specific response currency for a supplier. click "Lines. to a multi-currency negotiation. you must identify the goods or services you want to purchase or for which you want quotes. how the ranking will be displayed. that response currency is available to that supplier alone." To add lines online: 1.1. Click Go. On the Create: Lines page. provide the following information. The new price precision applies only to the suppliers to whom you assign it. the supplier can only submit a response in either that currency or the negotiation currency. If the response currency you select for a supplier is not on your currency list. or edit a draft negotiation.

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

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

The Need-By To field defaults to the latest requisitions needby date. if the line type is amountbased. If the negotiation was created from a single backing requisition. Price Break (blanket purchase agreements on goods-bases items only) Enter price breaks to negotiate a pricing structure with your supplier based on quantity. click Add Another Row or Add Attribute List. Select "Display to Suppliers" if you want the participants to see your target price. location or promise date. In a Multi-Attribute Weighted Scoring negotiation. If you leave both fields blank. Item Attributes Item attributes are used to describe the good or service being purchased. the start price defaults to the requisition quantity. You can use the pop-up calendar to pick your dates. If you supply values for both fields. Target Price Price you hope to pay for one unit of your item. Add Price Elements Page 60/209 . If the negotiation was created from multiple backing requisitions. To add item attributes to your item. The current price is used to calculate negotiation performance used for savings calculations in the application. you specify a time window (inclusive of the end date). you can assign weights and scores to attributes. 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. However. the Need-By From field defaults to the earliest requisition line's need-by date. They identify item characteristics which will negotiated on in addition to item price. Current Price Price you are currently paying for the item. 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 lowest requisition price of all requisitions for that item.Oracle Sourcing Help If the negotiation was created from backing requisitions. 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. 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. Note: Suppliers are never able to view the current price.

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

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

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

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

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

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

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

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

1. 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. Search for and select the Invitation List you want to apply. To invite specific suppliers see Inviting Suppliers below. If there are multiple supplier sites (Supplier Site is another term for Address Name). Different sites for the same supplier can each submit a response. However. You return to the previous page. Click Add Invitation List to apply a predefined list of suppliers. From the search results. business terms and conditions. Bidders will see your auction when they search using the Active Auctions page. line(s). and you must invite at least one supplier. you do not have to explicitly invite any suppliers. you can create a participants list on the Create Negotiation: Suppliers page: 1. Even though the auction is already open to them. select the suppliers you wish to invite and click Invite. you can choose to also send certain bidders notifications of a particular auction to encourage their participation. Page 69/209 . auctions are open to all bidders by default. and any response controls. You can use the same list for all negotiations. 2. 3. Inviting suppliers After entering your negotiations description. select the specific site you wish to invite to the negotiation. you can apply a predefined invitation list that identifies these bidders. If you do. or if you frequently invite a certain group of bidders. Participation in Auctions Unless you specified differently on the negotiation Controls page. 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 2.13 How do I invite suppliers to participate in my negotiation? Participation in RFQs Participation in RFQs is by invitation only by default. you can choose to open your RFQ to all suppliers. You can select the bidders you wish to notify from a list of suppliers.

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

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

Attribute lists let a system administrator create system. and use) and "public" templates (templates that all registered users in your company can view and use). add to and edit details of the negotiation (as necessary)." 3. RFQs. Click the appropriate create link under the Templates area of Quick Links on the Negotiations Home page. all technical attributes can be placed one group while all non-technical attributes can be located in another.attributes. click "Create New Template. Active templates can be used immediately to create new negotiations. and publish your negotiation. each type has its own template(s). etc. you simply apply the template to the negotiation. You can create as many templates as necessary. complete the following fields (required fields are marked with an *asterisk): *Template Name Description *Access. and buyer's auctions are different documents. you must be assigned the appropriate authorization by your system administrator. The reusable lists allow buyers to standardize the information they wish to include with specific lines during negotiation creation. For example. Grouping allows the arrangement of data that is easier for both the supplier to respond to and for the buyer to analyze responses. When you create a new negotiation using a template. 2.3 How do I create and edit negotiation templates? If the majority of the negotiations you create contain the same features . edit.Oracle Sourcing Help Attributes are assigned to a predefined Attribute Group. On the Templates page. . 2.2. You can create both "private" templates (templates that only you can view. 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. Since RFIs. This allows you to organize attributes in relevant groups for analysis. Your negotiation template contains the features that are similar among the negotiations you commonly create. Creating a new negotiation template 1.or company-wide negotiation attribute lists for repeated use. edit. Note: In order to create "public" offer templates. participation controls. Using a template saves time by streamlining the creation process. Your template status will default to Active. If you Page 72/209 . and use the template).1. especially if several buyers are collaborating on the analysis. terms and conditions. On the Step 1: Describe Your Template page.you may want to create a negotiation template that you can use each time you create a new negotiation.

Your new list will default to private. complete the following fields (*indicates a required field): o o o *List Name *Description *Access Invitation lists can be public or private. Inactive templates will be stored in the system. 4. click Submit on the Review and Submit page.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. 2. edit the list and change the status to inactive. An inactive list will be stored on the system. only you can use your private lists. Page 73/209 . you can also attach an invitation list(s) to a Sourcing document template. and use your private lists. you can add these participants to a reusable invitation list. To create a new invitation list: 1. then edit your template and select a new status from the drop-down menu at the Status field. Sourcing Super Users or users with the Manage Invitation Lists authorization can create. An invitation list can help standardize your business practices by ensuring that all appropriate participants are invited to targeted negotiations.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. but will not be available for use until reactivated. edit. RFQ. you must complete and submit your template." 3. On the Reusable Invitation Lists page. edit and manage public invitation lists as well as their own private lists. An active list can be used immediately. but cannot be used to create a new offer until you change the status to Active. You can add an invitation list(s) when creating a new Sourcing document. 2.2. and auction). All users in your company with the correct authorizations can view and use public lists. Click "Invitation" under the Reusable Lists area of Quick Lists on the Negotiations Home page. click "Create New Invitation List. Complete the remaining pages by filling out the fields as appropriate for the negotiation type. Only you can create. On the Create Invitation List page. To inactivate a list.1. Once you have defined your template. o Status Invitation lists are initially created as active.

1. To edit an invitation list you have created: 1.2. Click "Invitation" under the Reusable Lists area of Quick Lists on the Negotiations Home page. Search for the list you wish to update. 7. If the template and spreadsheet have conflicting category values. The value defined for the RFQ/Auction template. status. If you are have the Manage Invitation Lists job function. 2. then click Edit. When you are finished. update your list description. click "Add Suppliers" again and follow the perceiving instructions. The value specified in the spreadsheet. You can also add or delete suppliers. 6. 2. click Apply. 8. 5. including change the access and status. and manage public invitation lists.1. find your list. 5. 4. For a supplier with multiple sites. any attributes/price elements defined for the template are added to any attributes/price elements you define via the spreadsheet.2. On the search results page. click Submit. If the supplier you selected has multiple sites defined in the system. edit. 2. you can edit public lists. you can add an entry for each site for that supplier if you choose. If you wish to add more suppliers to your list.Oracle Sourcing Help Sourcing Super Users or users with the Manage Invitation Lists job function can create. Click "Add Suppliers. and access as appropriate." then search for suppliers to add to your invitation list.5 What happens to the item category when I create a negotiation by applying a template and using spreadsheet upload? A buyer can apply a predefined template to the RFQ or auction in creation Step 1 and then use the item creation by spreadsheet capability to upload details on multiple items in Step 3. When you have finished adding suppliers. 3. Page 74/209 . On the Edit Invitation List page. the system uses the following hierarchy to determine which category value to use: 1. 4. or 2. you can choose a specific supplier site to associate with this list (Supplier Site is another term for Address Name).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. Select the supplier(s) and click Add to Invitation List.

Oracle Sourcing Help For example. Line attributes define 1) unique specifications that you set for a negotiation line. see "How do I add attributes to my negotiation lines?" 2. and Price Breaks 2. Price Elements. Line attributes can call attention to industry-specific characteristics. For example. the buyer can add an attribute called "mileage" to specify that the bid item must have fewer than 12. if there are three attributes/price elements for your template. you may choose to add one or more line attributes to that line. In addition.3 Item Attributes. and do not apply to all lines in the negotiation." and "SKU number. then bidders must enter the mileage of any bid. Page 75/209 . While the buyer could enter this information in the auction line description. For example.1. and item B with two 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. and your spreadsheet upload includes two items.1. The attribute(s) are added to that line only. item A with four attributes/price elements. auction).1. a buyer can create an auction to buy a fleet of 12 vehicles for a delivery service.2 How do I add line attributes to my negotiation? You can add multiple line attributes to any line in your negotiation. Attribute Scoring. When the buyer adds the line (vehicle) to the auction. retail industry negotiation items can include such attributes as "color." Metal industry negotiation items can include "grade of metal" as an attribute. the attribute/price element specified on the spreadsheet 2.3. Adding these as required item attributes that are displayed to bidders can customize your negotiation items to your specific industry. 2. and 2) the details that a participant should provide when responding to that negotiation line.1 What are line attributes. 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. using an attribute to define this specification calls attention to the specification.000 miles on the odometer.3." "style. the precedence is: 1. the attribute/price element specified by the template. RFQ. If there are duplicate attribute/price elements between the template and the spreadsheet. and why would I add them to my negotiation lines? When you add a line to a new negotiation (RFI. if the buyer marks this attribute as required. For more information about how to add line attributes to your negotiation items.

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

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.62 Response 2: Attribute Quantity Need-by Date Color Response Value 1200 05/01/2002 Red Page 80/209 .Oracle Sourcing Help Quantity Quantity Need-by Date Need-by Date Need-by Date Color Color < 1000 > 1001 < 31/10/2002 01/11/2002 . 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. and Response 2 would be designated as the best response even though the bid price for Response 2 is higher.

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

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

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

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

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

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

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

To analyze price break information: 1. you will not be able to enter price breaks. Ship-To address/organization. 4. you will not be able to negotiate on effective dates. otherwise select optional. Analyzing Price Breaks Once you have defined your price break expectations. you could define multiple price breaks based only on order quantity. and your supplier(s) have responded with quotes.4 Additional Creation Topics 2. and 2) the details that a participant should provide when responding to that item.1 What are some negotiations strategies I can use? When creating a negotiation. and click Analyze Price Breaks. Select Required to force to supplier to respond to the price breaks you define.1. 5. On the Analyze Line: Analyze Price Breaks page. 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. click Apply. Once you have defined all your price breaks. click Analyze by Line from the Actions menus and click Go. you can offer a particular target price.Oracle Sourcing Help 3. click the response number link. Item attributes define 1) unique specifications that you set for an item. you can enter different values in the fields under Enter Assumptions and have the system calculate the best response based on the values you enter. you can have the system evaluate the supplier responses based on scenario information you enter. For example. 4. If you select None. Page 88/209 .1. Also select either Cumulate or Non-Cumulative. Define your price breaks. and effective dates (available for non-cumulative price breaks only). If you select Non-Cumulative. 3.4. 5. you could enter different order quantities and see which supplier response is the best for a certain quantity. 2. For example. Search for the negotiation you're interested in. On the negotiations summary page. Click Add Another Row to define additional price breaks. Select the negotiation line. On the table of negotiations. You can set breaks by unit quantity. 2. you can use a number of techniques to facilitate the results you want: Using item attribute requirements You can add item attributes to any of your items. price. You can define as many price breaks as are needed to fully define your pricing structure. For each price break criterion.

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

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

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

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

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

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

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

You need the Contracts Terms Library Administrator responsibility to create and maintain clauses and contract templates in the Contract Terms Library. You can click the negotiation number to see details about the negotiation. Note that you will have to specify new Open Date and Close Date values 6. Search for the negotiation you want to copy. Verify your negotiation information. you can define your next deliverable. Edit your new negotiation by continuing through the creation steps. On the Create Negotiation page. you can create contract terms and apply them to your negotiation.4. To copy an existing negotiation: 1. 4. Using contract terms is an easy way to create and maintain standardized contract text which can be customized as needed. 3. otherwise click Publish to open it for responding. click Contract Terms in the navigation bar at the top left side of the page. To apply contract terms to your sourcing document: 1. 2. Note that most of the information you defined previously is carried forward into the copy.1. click the Copy icon at the right of the page. and how do I use them in my negotiation? If Oracle Procurement Contracts is installed and licensed. 5. Click "Copy" under the Create section of Quick Links on the Negotiations Home page. click Apply. After you have finished defining your deliverable. and deliverables are available if Oracle Procurement Contracts is implemented). or auction). You can copy an existing document to create a new document of the same type (RFI. then click Submit for Approval if approvers are specified for this negotiation. 2. If there are multiple deliverables to define. click Review.7 What are contract terms and conditions. you can click Apply and Create Another. 2. This includes any contract clauses or deliverables (terms. When you have finished creating your new negotiation. You need the Manage Contract Terms responsibility to create and maintain contract terms on negotiation documents. Once you have found the negotiation you are interested in. Page 96/209 . RFQ.4.1.6 How do I copy a sourcing document? You can copy sourcing documents that you or any other users in your organization have created. conditions. You can use contract terms to specify legal and other requirements for your negotiation. Clicking Copy places you on a new Create Header page with the existing information inserted.Oracle Sourcing Help 6. Once the page refreshes.

On the Create Contract Terms page. The Requisition Line Details page displays information in the following areas: o Requisition Page 97/209 .4. Click Apply Template. When you have completed your contract terms. 3. If you receive any error messages. Along the way. You can add. 4. 2.1. 5. You can see this line information on the View Requisition Line Summary display. click the requisition number link.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. adding any additional lines. and then click the Details icon. 4. click the requisition number link to view detailed information on the line. After you have created your header by adding a title (and adding/modifying any other information) clicks Lines in the top left navigation bar. You can edit the clauses applied by the template as needed. Once the new draft negotiation has been created. On the Requisition Summary page. or clicking Review to inspect the negotiation prior to publishing it. The Create Lines page displays any lines AutoCreate created using requisitions in Oracle Purchasing and allows you to create additional lines if necessary. 5. 3. Select Validate from the Actions menu to verify the validity of the contract terms you are defining. specifying negotiation controls. Or you may need the name of a contact who can answer questions you have about the negotiation line. For AutoCreated lines. you may need to view the demand linked to a particular negotiation line. continue by either clicking Suppliers to define a supplier invitation list. To view the backing requisition information during negotiation creation: 1. search for and select a contract template from the list of values. delete or modify text. For example. you can access it and continue creating your negotiation. See the Oracle Procurement Contracts online help for instructions on modifying clauses. and possibly inviting suppliers. This includes all the other tasks such as creating your header. 2.Oracle Sourcing Help 2. See the Oracle Procurement Contracts online help for information on using contract templates. you must correct them and validate again. you may wish to view the requisition line information for the lines that AutoCreate carried over from Oracle Purchasing. 6.

2.4. but more of a service or activity. Buyers can optionally grant full access to some team members while restricting others to read-only access. you can specify that an item is amount based by selecting an amount based Line Type value. click the Lines subtab. and creating document outcomes. Access the negotiation. and how are they used? Sometimes the item you need to negotiate is not a number of discrete units. awarding business to supplier. you might need to negotiate training or consulting services. When you create a negotiation. 2.10 How do collaboration teams work? When creating a negotiation.1. From the negotiation summary page. buyers can nominate collaboration team members to participate in the creation and administration of the sourcing document. A category value may also appear if your administrator has defined a default category for that line type. The possible values are defined in Oracle Purchasing.4.9 What are amount based line types. the quantity and unit of measure defaults to the values defined by your administrator and is display only. This includes the entire life of the sourcing document from the initial creation to the award process. Page 98/209 . 2. click the number link in the Requisition column. Such activities can be negotiated by using amount based line types.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. Such tasks could include defining the item attributes. 3.1. inviting additional suppliers. For example. and some team members may be required to approve the final document before delivery to potential suppliers. This takes you to the Requisition Summary page. This takes you to the Requistion Detail page. If you select a line type that is amount based. Click the number link in the Line column. Each member can be assigned specific tasks. 4. For the line whose requisition information you wish to view.

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

and how do I use them? Global agreements allow buying organizations to negotiate pricing and define agreements on behalf of a shared central environment. and the Security Hierarchy members defined in Oracle Purchasing for that document type.Oracle Sourcing Help If that member has been assigned a task.13 What are global agreements. Execution against global agreements can be performed by multiple local operating units. the creator's manager. selected members can be assigned specific tasks which they must complete. when the target date is. some collaborators can be defined as having read-only access. members of the document collaboration team (if any). meaning they can view but not update the document throughout its lifecycle. Also. Hierarchy The document can be viewed only by the creator. Global agreements: Page 100/209 . the creator's manager. See How do collaboration teams work? for more information on collaboration teams. and if so.4.12 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. and 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.4. 2. Private The document can be viewed only by the creator.1. All members identified as approvers must approve the final version before the document can be published. There are three possible security levels a buyer can select: Public The document can be viewed by any other buyers in the buying organization. 2. This is in contrast to a regular blanket purchase agreement which can exist only within the realm of a single operating unit. Other members can be selected as approvers of the document. For example.1.

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

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

From the Add Line menu on the Create Lines page.Oracle Sourcing Help 2. 8.2. . The Description. 5. Enter values in your price fields if necessary. and click Go. 3. General services fixed-price lines use a negotiation outcome of standard purchase order. is a response to the price differential required) 7. Specify how price differentials are to be used within the negotiation (for example. 4.3 How do I define services related lines? Services related line types allow you to negotiate on labor contracts.2. To define a temporary labor. 6. 9. Page 103/209 . Fixed-price services such as corporate accounting services. temporary administrators. Create attributes as needed to solicit additional information for this line. make sure you select the Global Agreement checkbox. There is a fixed amount limit attached to the service.2 What kind of services can I negotiate for? If Oracle Services Procurement is installed and licensed. Enter your price breaks including Price Differentials. Select the price type (for example. or consulting services. rate-based line: 1. maintenance services. select Online to continuing entering your line description online. vacation). and specify the differential associated with this price type. click Select Price Break Settings and ensure it is not set to None. make sure you select a temporary labor. rate-based line type. ensure that you choose Blanket Purchase Agreement as the negotiation outcome for temporary labor line types. The charge for this type of service is based on a flat amount for the service provided. if appropriate. For temporary labor line types. Fixed-price temporary labor such as contractors. 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. You can include services-related lines with regular amount-based and goods-based lines. Also. You can negotiate for: Rate-based temporary labor such as office clerical work or a database administrator who charges by unit of time and has higher rates on the weekend. Job Details. Search and select a job from the Job menu. 2. The charge for this type of service is based on hourly rates per person. On the Lines: Create Line page. If you need to specify price breaks. or click Load from Spreadsheet to upload a previously completed spreadsheet file containing all the line information 2.

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

Click the "Manage" link under Draft in the Quick Links section of the Negotiations Home page. See the Oracle Procurement Contracts online help for instructions on modifying clauses . select a negotiation and click the appropriate button (Edit. 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. To access a draft negotiation: 1.3 2. To access a draft negotiation: You can use draft negotiations to spread out the creation process over several sessions. you must correct them and validate again. you may have several ongoing negotiations. Click Apply Template. Review and Submit). Unlock. From the Results display. 2. Follow the instructions in How do I create a new negotiation? to create a new negotiation. delete or modify text. On the Manage Draft Negotiations page. When you have completed your contract terms.1 Monitoring Negotiations How do I access negotiations? The Negotiations Home page is the central point of access for all your negotiations. If you receive any error messages. 6.3. You can also monitor the progress of your open negotiations. search for the negotiation you wish to access. From here. This takes you to the negotiation summary page for that negotiation. Select Validate from the Actions menu to verify the validity of the contract terms you are defining. continue by either clicking Suppliers to define a supplier invitation list. You can edit the clauses applied by the template as needed. 5. You can also use drafts to allow a team of collaborators to all work on the same negotiation. 4. or clicking Review to inspect the negotiation prior to publishing it. Page 105/209 .Oracle Sourcing Help 3. You can add. To create a new negotiation: Click the appropriate link under the Create section of Quick Links. you can create and submit new negotiations and continue working on any draft negotiations you have in progress. To search for your negotiations in progress: At any one time. 3. 2.

a surrogate bid can be entered into the negotiation. 6. It is when the buyer receives the offline copy of the response or when the supplier mails/faxes the response. 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. 2. Negotiations in which you are participating appear under Your Negotiations at a Glance. 2. select Create Surrogate Quote/Bid from the Actions menu. To see the complete list of negotiations you created.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.2 How do I monitor the negotiations I have created? Access the negotiation you wish to monitor. Page 106/209 . Click the Responses number to access the Details page for the negotiation. 7. If you do not see your negotiation. You can also use the Graphical Monitor to view and compare responses to your negotiation. you can either Select View Response History from the Actions menu and click Go. On the Create Surrogate Bid/Quote: Select Supplier and Contact page. Sign on to Oracle Sourcing with Sourcing Super User responsibility. access the negotiation in which you wish to bid by clicking its number. click Full List. 3. Clicking the number of your negotiation takes you to the negotiation summary page. enter the Bid/Quote Received Time. From the negotiations summary page. On the Create Bid/Create Quote page. 2.3. Select a contact for the supplier and click Create Surrogate Bid/Quote. Continue from the Terms and Conditions page with regular a response if terms and conditions are required. and click Go. Once the buyer has received all the bid/quote information.Oracle Sourcing Help Note that the Your Negotiations at a Glance section shows a limited number of entries based on time remaining. To place a surrogate bid on behalf of a supplier: 1. 4. Oracle Sourcing buyers can place surrogate bids on behalf of such suppliers. 5. From the Negotiations Home page. You also search for all open negotiations to which you have access. Click the negotiation number to access the negotiation summary page where you can see information on the negotiation. On the negotiation summary page. click Full List.3.

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

You can use an Excel spreadsheet file or a text spreadsheet file. On the Export Quotes/Bids to Spreadsheet page. This is useful if you have received a large number of responses and want to compare them offline. there will be only one segment for each graph with that segment comparing simply the price. The Price Analysis chart compares the calculated line prices offered by the responses. The Analyze Line: Compare Quotes/Compare Bids page displays a sideby-side comparison of the response details for all responses you chose to compare. 4. You can also update the spreadsheet with your award decisions and then upload it to identify winning responses. If there are any attachments. Each response is identified by its response number. you can view them by clicking the icon in the Notes/Attachment row. Note that there may be two other charts available on the page depending on how you defined your negotiation attributes. Open the file and complete it according to the directions in the Instruction file. Page 108/209 . select the type of spreadsheet you wish to down load. you should also download the Instructions file. If you defined price elements to be included in your price calculation. You can download bids whether the negotiation is open or closed. 5. Save the file. 2. On the Negotiation Summary page. 2.3.6 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. These charts compare different aspects of the responses. 3. To download responses: 1. The Attribute Group Scores chart compares competing responses in terms of attribute group totals. If you have never used spreadsheet files before. the chart will show the total price calculated by combining all the responses to the price elements. select Export Quotes/Bids from the Action menu. From the Your Negotiations at a Glance section. Save the file to a convenient location. click the negotiation number for the negotiation to access the Negotiation Summary page. You can pause your cursor over each section of the bar to see the exact response value to that segment. You can display these charts by clicking the triangular icon labeled Show Chart. If you did not use price elements in your negotiation.Oracle Sourcing Help 6.

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

You then set up two quantity-based price breaks. From the negotiation summary page for this negotiation. you may expect to receive a discount from your supplier if you buy a large quantity of units. Download and save the file. 5. you can download a spreadsheet with which to make award decisions. On the Analyze by Spreadsheet page. The AutoAward Recommendation page displays the response(s) that AutoAward has decided best fit the negotiation requirements. Or you may be willing to pay more per unit if your supplier can ship the order to a special location. select: which type of files to download. For example. you can use the spreadsheet download feature to export the response information for analysis offline. select View AutoAward. select Analyze by Spreadsheet from the Actions menu and click Go. Example: Assume you are purchasing PC keyboards. For these price breaks. or by a certain deadline. As long as you have not closed the negotiation. The second offers a price of $18 a unit if purchasing over 500. and how do I use them? Price breaks allow you to negotiate line prices with your supplier based on characteristics of your order. You specify 20$ as your start or base price. You can use AutoAward to quickly generate a benchmark against which other ranking methods and scenarios can be compared. On he negotiations summary page. Once the negotiation is closed. 2. Your level 1 price break Your offered price $20 Supplier Response $19 1's Supplier Response $19 Page 110/209 2's . To download responses via spreadsheet for analysis: You can use the spreadsheet download feature to perform many tasks offline. 4.Oracle Sourcing Help Scoring negotiations to determine the best overall total cost.8 What are price breaks. you can define as many price breaks as are appropriate. and you may specify several quantity levels and the prices you are willing to pay at each. You can then enter different assumptions into the system and have it calculate which response is the best.htm file) to process the spreadsheet. Click Export. The first offers a price of 19$ per unit if buying more than 100. Your suppliers respond to your negotiation specifying their responses to your price breaks. 2. Open the file up and use the instructions in the readme file (the . you receive the responses shown in the table below. 1. 3.3. For each (non-amount-based) line in your negotiation.

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

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

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

To add suppliers to a negotiation: 1. select the Extend RFQ/Extend Auction option from the Actions menu and click Go. On the negotiation summary page. and you extend that auction for 7 days. However. Under the Your Negotiations at a Glance section on the Negotiations Home page. specify a new close date and time.3. when creating this negotiation.Oracle Sourcing Help 2. To manually extend your negotiation: 1. click Full List. your new close date is January 22. For example. click Full List. your new close date is January 18. On the Invite Additional Suppliers page. and your award date remains January 20. click the negotiation number link for the negotiation to which you wish to add additional suppliers. and your new award date is January 27. Page 114/209 . Under the Your Negotiations at a Glance section of the Negotiations Home page. 4. You cannot manually extend your negotiation after it has closed. On the Extend RFQ/Extend Auction page. 3. need-by date. if you extend that auction for only 3 days. 2. Select Add Invitees from the Actions menu and click Go. Enter a new close date and time. you entered an award date. click the negotiation number for the negotiation you wish to extend. 6. 5. If. You can also enable AutoExtend or modify your AutoExtend settings if you wish. Click Apply. and/or long-term agreement dates. Click Apply. 2.3.10 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. you cannot extend an auction after its first AutoExtension has been triggered. if your negotiation includes a January 15 close date and a January 20 award date. Additionally.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. If your negotiation is not displayed. 2. follow the instructions to add new suppliers. these dates will also be extended by the same number of days that you extend your negotiation if the dates are scheduled to occur before your extended close date. 3. If you don't see the negotiation. A notification will be sent to all participants.

You cannot enable or modify AutoExtend settings for an auction that is in a preview period or has closed for bidding. 2. You cannot enable or modify AutoExtend settings for an auction that is in a preview period or has closed for bidding. You can modify the following AutoExtend options: o o o o Lines you want to AutoExtend (AutoExtend all lines. On the Extend Auction page. select the Extend Auction option from the Actions menu and click Go. you can change the number of times that the auction can AutoExtend. 2.12 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. but you cannot change any other AutoExtend settings. If your auction enters AutoExtend mode. 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. To change your auction's AutoExtend settings: 1. click Apply. click the number for the negotiation whose AutoExtend values you wish to change. you can change the number of times that the auction can AutoExtend.3. If your auction enters AutoExtend mode. On the negotiation summary page. review your current AutoExtend settings (if any). Page 115/209 . However. However. 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.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. 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. or upon receipt of a new winning bid). Once you have made your changed. but you cannot change any other AutoExtend settings. You can also review and extend your auction's scheduled close date and time. 4. Under Your Negotiations at a Glance on the Negotiations Home page.

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

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

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

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

On the negotiation summary page. If you do not see the negotiation. enter a note to your suppliers. Also the line requirements have changed.16 How do I cancel a negotiation? Sometimes. 5. 4.Oracle Sourcing Help 2.3. Page 120/209 . 2. Click Apply. 3.17 How do I create an amendment to a negotiation? After publishing a negotiation. click the negotiation number for the negotiation you wish to cancel. Under the Your Negotiations at a Glance section of the Negotiations Home page. The system notifies all the invitees and participants of the cancellation. or the terms of the responses are not acceptable. select the Cancel RFQ/Cancel Auction option from the Actions menu and click Go. click the negotiation number for the negotiation you wish to close. 2. you can enter a text note to participants explaining why you are canceling the negotiation. This note is included in the notification that will be sent. 4. This update is called an amendment. Respondents are notified that the sourcing document has been amended and are required to review their previous response and resubmit it in accordance with the amendment. select the Close Early option from the Actions menu and click Go. In any of these cases. Click Apply. On the Close Early page. or the items are no longer needed. 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. 3. there may have been too few responses. To close your negotiation early: 1. click Full List. Under the Your Negotiations at a Glance section of the Negotiations Home page. Amendments can be created anytime after the preview date/time (or open date/time. you may wish to simply cancel the negotiation.3. if no preview date/time was specified) and before the close date/time. the responses to your negotiation do not meet your needs. On the Cancel page. 1. On the negotiation summary page. For example. Note that you cannot manually close an auction after its first AutoExtension has been triggered. 2. 2.3. If desired. enter the new date and time you want to close the negotiation or choose to close it immediately.

4. or names of invited suppliers. 7. enter any line changes. 8. 2. you must enter a new Description for the amendment and make any other header level attribute changes you need. Once approved (or if approval is not required). mail or email. To invite new suppliers. Draft amendments are available on the Negotiations Home page if you click Drafts in the Manage Quick Links section. Responders should be able to complete negotiation documents and return the results by FAX. 5. You can review the new changes compared to the current active negotiation by clicking Review. If you have approvers identified on the Collaboration Team on the Create Header page. If Oracle Procurement Contracts is implemented. current prices. use the active negotiation's negotiation summary page. 2.. select Create Amendment from the Actions menu. You can save the amendment as a draft at anytime during the creation process if you click Save Draft. All suppliers will be required to acknowledge the amendment and resubmit their responses to be eligible for award. these can be changed on the Create Amendment: Contract Terms page. Notice that the negotiation number has now been given a suffix. additions. or updates to line information if necessary. the Submit button changes to Publish. Government organizations in particular present solicitation packages according to a unified format. Change the negotiation rules on the Create Amendment: Controls page if necessary. The printed version of the negotiation is appropriate for public display since it excludes all internal data such as internal attributes. and there are clauses and deliverables defined to this negotiation. 6. On the Create Amendment: Lines page. 12345. Approvers will receive notification that they need to approve the amendment. You cannot add or delete suppliers on the Create Amendment Suppliers page during an amendment. Buyers need the capability to download and print a negotiation for offline review. 3.18 How do I print information on my negotiation? Much business communication today is carried and managed offline. The printed version also does not include any price elements Page 121/209 . This suffix is incremented every time you create a new amendment for this document. On the negotiations summary page. Once you click Publish.Oracle Sourcing Help To create an amendment to a sourcing document: 1. for example. no new responses can be received on the previous negotiation. You go to the Create Header page. deletions.3.1. you can submit the amendment for approval by clicking Submit for Approval on the review page. On the Create Amendment Header page.

you can view the approval status of your negotiation. 3. Access the negotiation by clicking its negotiation link. 2. open and inspect the print directly. When the prompt box appears. Page 122/209 . 4. 3. 2. select Print Document from the Actions menu. On the Negotiations Homepage. 2. but there will only be data displayed after the recommendation has been submittted. Click the Contract Terms link in the navigation bar. the clauses and deliverables are printed as well. When the prompt box appears. When the prompt box appears. On the negotiation summary page. These negotiations are listed under the Your Negotiations at a Glance section. search for the negotiation you wish to print by clicking the Negotiation Number link. To print a negotiation (for suppliers): 1. Click Preview Contract Terms. your award decision must be approved before you can begin to create a purchasing document. On the Negotiations Homepage. search for the negotiation you wish to print. To print a negotiation (for buyers): 1.3. click Full List. search for the negotiation for which you wish to print the contract terms by clicking the negotiation number link. or save it to a location on your machine and review the document there To print contract terms only: 1. On the negotiation summary page. select Print Document from the Actions menu 3.19 How do I view the approval history for my negotiation? If you selected the "Require award approval" negotiation control. Once you have submitted your negotiation's award decision. If Oracle Procurement Contracts is implemented and the sourcing document has contract terms attached to it. If you cannot see all your negotiations. open and inspect the print directly. On the Negotiations Home page. 2.Oracle Sourcing Help defined to the negotiation. open and inspect the print directly or save it to a location and review the document locally. You can view the approval history at any point. or save it to a location on your machine and review the document there.

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

click the negotiation number link of the negotiation you wish to see. 3. Note: You will always be able to unlock and unseal an RFQ/auction you have created. On the negotiations summary page. In addition.4 Awarding Negotiations 2. 2. select Unlock from the Actions menu and click Go. 3. On the Confirmation page. 4. You can accept and use the decisions generated by the AutoAward feature. 2. To unlock and unseal an RFQ/auction: 1. To see details about a particular response. From the Your Negotiations at a Glance section of the Negotiations Home page.4.1 How do I view the responses I have received? 1. 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).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. The Quote/Bid History page displays the responses the negotiation has received. You can award an individual line to a single supplier. select View Quote/Bid History from the Actions menu and click Go.4. click the number link in the Quote/Bid column. Additionally. An RFQ/auction can only be unlocked and unsealed after it is closed. 2." 4. You can divide an individual line among multiple suppliers. other users from your company who have the appropriate function security can also unlock and unseal your RFQ/auction. an RFQ/auction cannot be awarded until it is unlocked.3 What are the different methods I can use when performing awards? Once you have closed your negotiation and analyzed the responses you received.Oracle Sourcing Help 2. There are several methods you can use when awarding business in a buyer's auction or RFQ: You can award the entire negotiation to a single supplier (multiple suppliers if the outcome is a blanket purchase agreement). In addition. you can make your award decisions. Page 124/209 . There is an entry for each supplier who has placed a quote/bid in the negotiation. 2. click "Return to Negotiation Summary. The resulting page shows details about the response. On the negotiation summary page.4. Select Unseal from the Actions menu and click Go. Close the negotiation if it is still open.

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

Oracle Sourcing Help Page 126/209 .

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

To award using a spreadsheet: If you wish to download the responses for a negotiation. For each line. you see all the suppliers that responded to this line. select the line you wish to award and click Award. but you can award less. On the Award Line page. 2.5 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. you can choose to download only the responses from the remaining shortlisted suppliers. Once a line has been totally awarded. Select the next line to be awarded and click Award. Once you have selected the suppliers and specified the number of units to be awarded to each. For quantity-based line types. You can choose to leave it unawarded. 3. If you have removed any suppliers from the shortlist. Click Save Award To award a single line to a supplier: 1. the award simply identifies the supplier from whom business will be awarded in the future . This is useful if you have received a large number Page 128/209 . 6. select Award by Spreadsheet from the Actions menu. Continue until all lines have been awarded. click Save Award. You do not have to award a line. 4. Select the supplier(s) to whom you wish to award this line and enter the number of units to be awarded in the Award Quantity field.4. o o 3. select the radio button for the supplier to whom you wish to award that line. Click "Award by Line" to return to the Award by Line page.Oracle Sourcing Help line in the negotiation. an awarded chekmark appears for the 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. For amount-based line types. On the Award by Line page. you can split the award by entering a value in the Award Quantity for each supplier. 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. Follow the instructions in Step 2 and Step 3 above to enter that line's award decision 7. 2. 5.

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

Oracle Sourcing Help

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

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

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

Oracle Sourcing Help

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

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

You receive two bids as follows on the auction item:

Bidder Office Supplies Your PCs

Bid Quantity 30 30

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

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

Bidder Office Supplies Your PCs

Bid Quantity 30 30

Consumed Quantity 30 20 10

On Number 12345 12345 98762

Requisition

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

Oracle Sourcing Help

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

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

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

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

click Submit if you wish to complete the award process. If Oracle Procurement Contracts is installed and licensed. 2. On the Complete Award page. See What is contract binding? for more information. On the award Confirmation page. click Create Purchase Order to access the Create Purchase Order page (note that you can also access this page by selecting Create Purchase Order from the Actions menu). 4. 3.12 How do I generate a purchase order document? Once you have saved your award decisions. Page 136/209 . On the Confirmation page. Choose an Acceptance Level from the drop-down menu. On the Create Purchase Order page. click Initiate Approval to begin approval for this purchasing document. To generate a purchase order document: 1. 5. you can use an Acceptance Level value of Document and Signature to perform contract binding. you can obtain information on the supplier to whom you awarded business. If you have an approval procedure set up in Oracle Purchasing. You can see you award information by clicking the link under the Details column (or by clicking "Show All Details"). click the link to return to the negotiation summary page. so you may wish not to notify suppliers until a later date when the purchase document is fully approved). you return to the negotiation summary page to complete the award process and generate a purchase order document. 3. The Confirmation page informs you that the award is complete.Oracle Sourcing Help 2. you can choose whether or not to create a purchase order document.4. On the Review and Submit Complete Award page. 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. To complete the award process: 1. 5. specify the start and end effective dates. Click Submit. In you are creating a blanket purchasing agreement. Select Complete Award from the Actions menu and click Go. 4. 6.

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

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

You can use % as a wild card value 3.1. approved or new). Scroll through the Results: Negotiations display until you find the correct negotiation. To search for and manage a draft negotiation: 1. You can search on negotiation number. o o On the Search and Select: Suppliers page Page 139/209 . You will also search for suppliers to add them to reusable invitation lists and/or negotiation templates.1. 2. 2. and proximity to open date (specified as the number of days outstanding). 4. Enter your search values.5. negotiation title. Click the Manage quick link under Drafts on the Negotiations Home page. You can search both the Approved Supplier List and the Supplier Master at the same time. click Go. 5.5. You can search the Supplier Master to identify suppliers who meet certain criteria. 2. you can use % as a wildcard. the Supplier Master. o You can search the Approved Supplier List to identify suppliers who sell a particular item or commodity. and click Go. You can identify the suppliers you wish to notify by searching information in the Approved Supplier List. 2. On the Manage Draft Negotiations page. you can send invitation notifications to particular suppliers inviting them to participate in the negotiation.4 Searching for suppliers: When creating a negotiation. select a search type from the menu. Click "Responses" to go to the negotiation History page where you can see information on current responses.Oracle Sourcing Help When entering values.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. for example. Select the draft and continue processing. Click Review and Submit to publish the draft. minority-owned or small business. negotiation creator. as well as information provided by the supplier company itself. When you are finished. click Unlock to access it. Scroll through the Results display until you see the target draft. You can also search the Approved Supplier list for suppliers of a particular status (for example. Click the Number link to go to the negotiation summary page where you can see information on the negotiation. Click Edit to update the draft.

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

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

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

See "How do I export report data to a spreadsheet?" 4.2 What are the Sourcing Intelligence reports I can generate? You can generate any of the following Sourcing Intelligence reports: 4.1 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). To run the Awards by Supplier report. Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity.Oracle Sourcing Help 4.2. Page 143/209 . 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. Sourcing Intelligence promotes the increased efficiency by enabling visibility and analysis of system transactions.type (bid or quote). see "How do I run the reports?" Notes: Note the following when generating and evaluating report information o o o Any report displaying calculated amounts does not include any RFI amounts. savings is zero.1. 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 view the reports online.1 4. as well as the total amount awarded to this supplier. Sourcing Buyer Intelligence Reports 4. You can sort the report by clicking on the any of the underlined column headings. Identify potential savings opportunities. View summary reports that allow additional details.1 Introduction to Sourcing Intelligence What is Sourcing Intelligence? Sourcing Intelligence provides all the analytic and transactional reporting for your Sourcing application.1. You can use Sourcing Intelligence to: Track trends of purchases over time. the report shows the total amount generated by each sourcing transaction.1. If Current Price is not available. Amounts do not include lines where award quantity and award amount are unspecified. Identify negotiation opportunities. For each supplier.

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. you can generate a Savings by Item (Section 7. the report reflects only the system-hosted catalog item categories. To run the Awarded Bids Detail report. or All Outcomes. Blanket Purchase Agreement. select Standard Purchase Order.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.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. 4. the report reflects only the system-hosted catalog item categories.1. Once you have generated a Savings by Category report.1. If Current Price is not available. with the category with the highest productive award appearing first. Page 144/209 . The report is sorted by category.3. Note the following when generating and evaluating report information: When entering a category search parameter.Oracle Sourcing Help 4. To run the Savings by Category report. Any report displaying calculated amounts does not include any RFI amounts.1) report for the items listed.2. Amounts do not include lines where award quantity and award amount are unspecified. Any report displaying calculated amounts do not include any RFI amounts. Section 4.1. see "How do I run the reports?" Note: For the Auction Outcome report parameter. see.1. Amounts do not include lines where award quantity and award amount are unspedified.2.2. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. You can view the supporting awarded bid by clicking the Auction number or Bid number. savings is zero.

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

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

click Show Chart (if available) for a graphical representation of the report. Currency Select the currency of interest.1. In the spreadsheet. On the Negotiations Home page. 5.2. and click Go.1 How do I run reports? 1. Enter any search criteria into the appropriate fields. The Sourcing Reports page displays information on the reports in the system. Click the link for the report you want to run. if you want to view all transactions completed in all currencies. transactions for all currencies. o 4. Suppliers (if available) Select the suppliers of interest using the search icon next to the field. You can sort the report by clicking on the any of the underlined column headings. It also gives a breakdown by negotiation type of the total amount of money transacted. only transactions for that selected currency are displayed. you can export the report data to a spreadsheet. the report shows the total amount generated by each sourcing transaction type (bid or quote). Once the report displays. are displayed. Click Export to Spreadsheet to download the report.) An asterisk (*) indicates a required field: o *From and Through Date Enter a date range for extracting and summarizing transactions. o o Category (if available) Select the category of interest using the search icon next to the field. (Not all reports have all of the following search criteria.Oracle Sourcing Help To view transactions in all currencies: When you view transactions for a selected currency in a report. 2. To run the Awards by Supplier report. including the selected currency and the currency code. If left blank. For each supplier.2 Intelligence Reports 4.1 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). 4. However. as well as the total amount awarded to this supplier. 3. click the Reports tab. See "How do I export report data to a spreadsheet?" 4.3. the report defaults to your functional currency. see "How do I run the reports?" Page 147/209 . if desired.

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

You can view individual quote details by clicking the quote number. Amounts do not include lines where award quantity and award amount are unspecified. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. Blanket Purchase Agreement. 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.2. 4. 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. or All Outcomes. If Current Price is not available. 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. savings is zero. Note the following when generating and evaluating report information: o o o o When entering a category search parameter. savings is zero. Page 149/209 .4 What is the Awarded Quotes report? The Awarded Quotes report displays information about the selected RFQs that have been awarded in the system. If Current Price is not available. select Standard Purchase Order.

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

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

This includes such information as the time the negotiation. 2.1. (See Section 5. Click the negotiation number to access the Negotiation Summary page. Attachments can be viewed by clicking the paperclip icon. or quote). The Notes and Attachments section displays any text messages from the buyer and any attached files. 2.2.6 “How do I submit a response online”). Under Open Invitations.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. 3. the response controls. click the negotiation number to access the Negotiation Summary page for the negotiation in which you are interested.1 “How do I access negotiations”).1. The Negotiation Summary page displays all the current information for this negotiation. Find a negotiation in which to participate (See Section 2.1. detailed item information. 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. Page 152/209 .Oracle Sourcing Help Creating and managing sourcing events Updating profile information Viewing award decisions Updating profile information 5. 5. or price breaks associated with it. To respond to a negotiation you must: 1. Alternatively. If the item has attributes. (See section 5.4. use the Search Negotiations fields to access the Active Negotiations page. pricing. you can view information on the item attributes by clicking the "View" link under the Details column. Monitor the action in the negotiation in which you are participating. price elements.3 How do I respond to a negotiation? Suppliers can respond to public negotiations and private negotiations to which they have been invited. shipping and billing information. Submit your response (bid.

RFIs may or may not be concerned with line price or costs. 2. 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. 3.5 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. you can only see the response history if you are the buyer.Oracle Sourcing Help If the negotiation is open. From the Results: Active Negotiations. 5. the RFI can be converted to an RFQ or buyer's auction. Once the appropriate group of suppliers has been identified. Line attributes appear under the Lines section of the Page 153/209 . 4. If the negotiation is closed. From the Negotiations Home page. RFIs to which you've been invited will appear under Open Invitations.1. 5. If the buyer chose to include the Price and Quantity fields. most negotiation lines in an RFI have attributes defined. you are required to provide values for these fields. select the RFI to which you wish to respond and click Respond. no one can see the responses until the negotiation is over and unsealed. Otherwise. the Price and Quantity fields are display only and you cannot enter anything in them. you can review any current responses by clicking the number link under the Responses/Quotes/Bids column. enter response values as you normally would when bidding or quoting online. To respond to an RFI: 1. These line attributes identify the questions the buyer has about a particular line. Buyers use responses to an RFI to qualify suppliers early in the procurement process. You can find open RFIs by entering search values in the Search Open Negotiations fields and clicking Go. search for any open RFIs or RFIs to which you've been specifically invited. Since the purpose of an RFI is to obtain product and service related information for a negotiation line. On the Terms and Conditions page. The purpose of an RFI is to gather information on goods and services a supplier company provides. and the buyer can initiate a regular price/cost negotiation with the targeted suppliers. On the Create Response page. If the negotiation is sealed. The purpose of RFQs and buyer's auctions is to negotiate line price and costs prior to generating a purchasing document. either accept or reject the negotiations conditions.

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

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

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

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

The buyer can use the note text box for short communications or use attachments for larger amounts of information. Click the negotiation number link to display the negotiation summary page. the page displays the negotiation header information. providing a search value and clicking Go. Page 158/209 . 3. click that line's number link.Oracle Sourcing Help 5. On the Line: page. you see any notes and attachments assigned by the buyer to the line. Once you have viewed all your attachments. a buyer can add item attributes and/or price elements to any item(s) in the negotiation. By default. The first attachment is the requisition header attachment. Notes and attachments can be assigned to the negotiation header or the negotiation lines. Alternately. 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.1. The second attachment is the line attachment. Price elements identify additional costs associated with an item which need to be negotiated in addition to the item price. To view the notes and attachments: 1. When you respond to a negotiation that includes item attributes and/or price elements. 4. To see the detail information for each line.8 How do I use item attributes and price elements when responding to a negotiation? When creating a new negotiation. 5.1. If this line was AutoCreated from Purchasing and there was both an attachment at the requisition header level as well as attachments at the line level. search for an open negotiation by selecting a search criteria. From the Negotiations Home page. click the negotiation number link under Your Company's Open Invitiations to view negotiations to which you have been invited. click Return to Negotiations to return to the negotiation summary page. 2. you can view these specific item details (if allowed by the buyer) and enter additional values to target your response. From this page you can continue placing a response. on occasion the buyer may need to communicate or request additional information such as specialized requirements. 5.7 How do I view the attachments associated with the negotiation to which I am responding? In addition to the typical negotiation information. there will be two attachments for each line. Click the Lines subtab to see details of the negotiation lines.

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

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

When the Rebid page appears.1. 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. Once you have placed a bid using proxy bidding. Select the items for which you wish to disable proxy bidding. 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). In both these cases. 5. Page 161/209 . Usually. the promise date offered by the bidder may need to be updated due to unforeseen situations at the time the proxy was begun. click Cancel Proxy at the bottom of the page. To cancel proxy bidding. you can monitor its progress by locating the negotiation number under Your Active and Draft Responses section of the Negotiations Home page. proxy bidding in suspended. the system will continue to rebid at lower prices until the bidder's minimum bid price is reached. The Cancel Proxy Bidding page shows all line items for which you have proxy bidding enabled. At this point. it can be allowed to run to conclusion. 2. and click Cancel All Proxies. once proxy bidding has been initiated. 1. the bidder may wish to update the non-price related information to improve the price to total score ratio. However. all of your bids (losing and winning) in an auction are improved by the percentage you enter in the Power Bid field. this happens when the bidder needs to update bid information. The bidder specifies the amount of the price decrement (expressed as a percentage or a flat price reduction) and the minimum price to offer. Or in a multiattribute weighted negotiation. For example. click Create Bid. When you use power bid. Power bidding cannot be used if any of the auction items contain price elements.Oracle Sourcing Help 5. To view the details of your current bid. Cancelling proxy bidding In most cases. To continue placing a new bid.1.11 How do I turn off proxy bidding? Proxy bidding allows a bidder to have the system automatically rebid whenever a competing bid is received. 3. Click Create Bid to create a new bid.12 What is power bid? Power bid allows you to expedite your rebidding when you have bid on several items in the same auction. Once enabled. there may be certain instances in which the bidder needs to end proxy bidding early. On the Rebid page. click the Response number link.

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

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

review the document information. you will only be able to respond to the amended version. 3. To respond to a negotiation that was amended before your first response: If the amendment was made prior to your first access. To respond to a negotiation that was amended after your first response: 1. 5. click the checkbox and then click Acknowledge. you must review and acknowledge the amendments and place a new response. Page 164/209 . Once you have acknowledged all the amendments. Select the negotiation and click Respond.1. You will not be allowed to enter a response in the negotiation. you must have reviewed all the amendments and placed a response to the latest one. If you do not accept the negotiation's terms and conditions.17 How do I respond to an amendment to a sourcing document? After publishing a negotiation. You are informed that the negotiation has amendments and are prompted to acknowledge them.16 Why would a negotiation have special terms and conditions? Your buying company can include customized terms and conditions that govern its negotiations. 4. Review the negotiation's terms and conditions. If there are multiple amendments. click Accept. these terms and conditions are presented before you enter the details of your response. Such updates are called amendments. 5. then continue entering your response.1. If you placed a response before the amendment was made. Click Yes. click Cancel. To be eligible for an award decision. you must review and acknowledge each one.Oracle Sourcing Help 5. Once a document has been amended. 6. the buyer may need to update some of the information defined in the sourcing document. On the Acknowledge Amendment page. When you respond to such a negotiation. 1. you can continue to respond to the negotiation normally. Search for the negotiation. 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. 2.

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

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

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

this happens when the bidder needs to update bid information. The bidder specifies the amount of the price decrement (expressed as a percentage or a flat price reduction) and the minimum price to offer. However. the system will continue to rebid at lower prices until the bidder's minimum bid price is reached. Page 172/209 . 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 5.8 How do I turn off proxy bidding? Proxy bidding allows a bidder to have the system automatically rebid whenever a competing bid is received. the bidder may wish to update the non-price related information to improve the price to total score ratio. there may be certain instances in which the bidder needs to end proxy bidding early. the promise date offered by the bidder may need to be updated due to unforeseen situations at the time the proxy was begun. Or in a multiattribute weighted negotiation. In both these cases. the bidder may wish to halt the proxy bidding to update bid information. once proxy bidding has been initiated. it can be allowed to run to conclusion. proxy bidding in suspended. For example. Once enabled.2. Canceling proxy bidding In most cases. Usually. Note that the rules vary depending on the style of negotiation. At this point.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.

The Cancel Proxy Bidding page shows all line items for which you have proxy bidding enabled. Buyers need the capability to download and print a negotiation for offline review. 2. To continue placing a new bid. click Full List. 3. Responders should be able to complete negotiation documents and return the results by FAX.2. Government organizations in particular present solicitation packages according to a unified format. The printed version of the negotiation is appropriate for public display since it excludes all internal data such as internal attributes. Page 173/209 . open and inspect the print directly. Select the items for which you wish to disable proxy bidding. current prices. click Cancel Proxy at the bottom of the page. or names of invited suppliers. 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). If Oracle Procurement Contracts is implemented and the sourcing document has contract terms attached to it. To view the details of your current bid. 1. When the Rebid page appears. click the Response number link. To print a negotiation (for buyers): 1. Once you have placed a bid using proxy bidding. 2. and click Cancel All Proxies. the clauses and deliverables are printed as well. continue entering your new bid information (including new proxy specifications if desired). search for the negotiation you wish to print. These negotiations are listed under the Your Negotiations at a Glance section. click Create Bid. or save it to a location on your machine and review the document there. On the Rebid page. When the prompt box appears. The printed version also does not include any price elements defined to the negotiation. select Print Document from the Actions menu 3. 5.9 How do I print information on my negotiation? Much business communication today is carried and managed offline. On the Negotiations Homepage.Oracle Sourcing Help To cancel proxy bidding. On the negotiation summary page. Click Create Bid to create a new bid. Access the negotiation by clicking its negotiation link. 4. mail or email. you can monitor its progress by locating the negotiation number under Your Active and Draft Responses section of the Negotiations Home page. If you cannot see all your negotiations.

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

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

Oracle Sourcing Help

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

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

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

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

5.3 Searching
5.3.1 How do I search for negotiations?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

If you specify your bid decrement amount as a percentage. M Minimum Bid Decrement The minimum amount by which bids must decrease This is set in the auction's bid controls. Note: A bid decrement amount will always be applied to a bidder's current bid price. You can enter either a straight amount or a percentage by which bids must improve. 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). For example: Auction #1234.Oracle Sourcing Help H I J K L Lead Time The number of days between the order date and the shipment date (not between order date and receipt date). bid decrement = $100 Bidder A's original bid = $1. the decrement percentage will be calculated based on a bidder's original bid price.000 Bidder B's second bid = $800 Bidder B's third bid = $600 Minimum Release Amount Page 186/209 .000 Bidder A's second bid = $900 Bidder A's third bid = $800 Auction #2234. but will be applied to the bidder's current bid price. bid decrement = 20% Bidder B's original bid = $1.

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

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

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

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

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

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

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

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

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

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

To run the Awarded Bids Detail report.3 What is the Awarded Bids Detail report? The Awarded Bids Detail report displays detailed information about auctions for which business has been awarded. If Current Price is not available. the report reflects only the system-hosted catalog item categories. savings is zero. savings is zero. You can view the supporting awarded bid by clicking the Auction number or Bid number. you can further drill down into the categories and display how much you have generated by item within that category. Note the following when generating and evaluating report information: When entering a category search parameter. the report shows the total amount paid to this supplier. Page 197/209 . Blanket Purchase Agreement.1.2 What is the Savings by Item report? Once you have the Savings by Category report generated. Any report displaying calculated amounts do not include any RFI amounts. Amounts do not include lines where award quantity and award amount are unspecified. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. see "How do I run the reports?" Note the following when generating and evaluating report information o o o o When entering a category search parameter. If Current Price is not available. Any report displaying calculated amounts do not include any RFI amounts.Oracle Sourcing Help 7. see "How do I run the reports?" Note: For the Auction Outcome report parameter. To run the Savings by Item report. Amounts do not include lines where award quantity and award amount are unspedified. 7. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. or All Outcomes. the report reflects only the system-hosted catalog item categories. You click the category to obtain a list of items within that category and how much revenue you have received off that item. select Standard Purchase Order. For each supplier.1.

Attribute lists are named groups of line attributes (line characteristics) that applies to a line in a negotiation. 7. You can view individual quote details by clicking the quote number.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. Any report displaying calculated amounts do not include any RFI amounts. If you include an attribute list in a negotiation template. Amounts do not include lines where award quantity and award amount are unspedified. Page 198/209 . Active lists are available for use by buyers during negotiation creation.2.2 Reusable Attribute Lists 7. Click "Attribute" under the Reusable Lists area of Quick Links on the Negotiations Home page .1. On the Create Header Atttribute List/Create Line Attribute List page. or All Outcomes. To create an attribute list: 1. 2. click either Create Header Attribute List or Create Line Attribute List . select Standard Purchase Order. Note the following when generating and evaluating report information: o o o o When entering a category search parameter. 3. savings is zero. Buyer cannot create inactive lists . the attributes on the list will apply to all lines added to a negotiation created with that template (though the buyer who is using the template can edit and remove attributes as appropriate). Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. Blanket Purchase Agreement. see "How do I run the reports?" Note: For the Auction Outcome report parameter. To run the Awarded Quotes report. On the Reusable Attribute Lists page. enter a name and description of your list and select a status.4 What is the Awarded Quotes report? The Awarded Quotes report displays information about the selected RFQs that have been awarded in the system.Oracle Sourcing Help 7. the report reflects only the system-hosted catalog item categories. If Current Price is not available.

a Weight column appears in the Attributes section in addition to the other attribute columns. Note: The settings you specify here apply to all header attributes. Knowing such information provides you with a better understanding of the Page 199/209 .1 What are header attributes and how do I use them? You can define header attributes that apply at the negotiation level. You define the following defaults: Enable weights If you click this checkbox. Click Submit 7. Weights are used along with the scores you enter during the analysis phase of the negotiation. Click Add Another Row and continuing defining attributes until you have finished entering attributes. This is the default value that appears throughout the negotiation for a particular attribute unless you change that attribute's default.3.3 What are score settings and how do I use them with header attributes? While defining your negotiation header. Default maximum score. Select Scoring Settings above the Attributes table to define the defaults that will be used for your header attributes. to calculate the value for a supplier's response to this attribute. These attributes often solicit information about the supplier.Oracle Sourcing Help 4. If you change the max score. Weighted scores for all header attributes are added together to give the total score for a response. it only applies to new attributes. you can choose to also define header attributes. See How do I score header attributes? for details on how weighted scores are used. You can enter a number that represents the highest number that can be entered for any header attribute. 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. 7. Complete the required attribute fields. personnel qualification. Display scoring criteria to suppliers Select this checkbox to allow suppliers to see the criteria you will use when scoring their responses. and financial visibility. You use this column to weight this attribute in relation to all the other header attributes.

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

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

The draft document is available from the Negotiations Home page. or you can save the negotiation as a draft by clicking Save Draft. To use the Graphical Monitor: 1.5 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.Oracle Sourcing Help The FOB terms for your supplier. if you are a respondent. if the bid does not belong to you. Click View Monitor. The current winning Quote/Bid is enclosed in a circle. The possible values and the default are defined in Oracle Purchasing. If the bid belongs to you. you can use the monitor to graph the progress of the negotiation items and the responses they've received over time. you see only the price. Freight Terms The freight terms for your supplier. Page 202/209 . click the "Add Items" link to proceed to the next step. 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. Select the item whose performance you wish to see. 3. all quotes/bids are displayed as dots. 2. Additionally. 7. your bid is enclosed in a rectangle. A new window opens showing the current responses on the item you selected. you will see your name and price. as well as blind RFQs. you see both for all bids. Holding the cursor over a bid displays its current price. If you are the buyer. This means that respondents can only use the Graphical Monitor to view bids in an open auction although the buyer can view open or blind auctions. 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. Click on the monitor icon. Note to Bidders Add Attachment When you have finished entering your business terms and conditions.

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

4. % of Item Price . enter information for the following fields: Code . You can define the same price element to every language installed.The default status is active. select the language for which you are defining the price element.4.a percentage of the final negotiated item price.a fixed amount for each unit of the item. Per-Unit .a text description of the price element Pricing Basis .Oracle Sourcing Help To create a reusable price element: 1. Please see How do buyers and suppliers communicate while a negotiation is in progress? (See Section 2.this code must be unique within all price element codes Price Element Name . You return to the Price Elements page. 2. click Done. 7.a fixed amount regardless of the number item units. When you have finished entering. 6. On the Price Elements page.this name must be unique within all price element names. Click "Create Price Element. 3.9) Page 204/209 . Fixed Amount .8 Can suppliers communicate with each other while a negotiation is in process? This file has been obsolete. click the Auctions or the RFQs tab. Status . From the Sourcing Welcome page. Click "Price Elements" under Auction/RFQ Tools.how the cost for this price element is determined. On the Create Price Element page. Description . You can change the statue to Inactive to prevent the price element from being added to any negotiations." 5.

Add the clauses to a contract template. Apply the contract template to a business document.Oracle Sourcing Help 7. the text of a standard clause in the business document can be changed. all the clauses in the contract template automatically become standard clauses in the business document. 3. or a standard clause that you edit and make non-standard. You can create templates that include both clauses and deliverables. not in contract templates. Prior to approval. After you apply the contract template to a business document. Non-Standard Clauses Non-standard clauses exist only in business documents. 2. Standard Clauses A standard clause is a clause defined in the Library (See Appendix 7. These templates can then be used to default clauses and deliverables on a contract. A non-standard clause is a clause that you create to add in directly into the business document.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. you must perform the following steps: 1. Clauses are drafted based on both business and statutory requirements. Unless protected. Approve the contract template. Page 205/209 .2 “About the Contract Terms Library”). 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. In order to make standard clauses available to be used in business documents.9. You can create and modify standard clauses in the Library.9.1 About Clauses A standard clause is the legal or business language used to author a contract. the contract template can contain both approved and draft clauses. at which point the clause becomes a non-standard clause. or you can leave the clauses in draft form. 7.

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

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

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