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

..........6 How do I copy a sourcing document?... 100 2............. 84 What are Reusable Price Element Lists.....12 How do I change my auction's AutoExtend settings while the auction is in progress?.............................. and how do I use them in my negotiation?......1.5 How do I create a deliverable and use it in a negotiation document?....... 114 2.. 107 2....6 ............................4 What are Your Negotiations at a Glance?...4 Can I create and save sourcing documents without submitting them? .................. 116 2.....................1.......4...13 What is shortlisting and how do I use it? ..9 How do buyers and suppliers communicate while a negotiation is in progress? .. 98 2. 97 2.............................3.....................4 Additional Creation Topics .. 84 2.............................. 107 2.. and how do I use them in my negotiation?.............. 112 2.......................4.............1 What are some negotiations strategies I can use? .............. and how do I use them?....... 86 2..5 How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line?.............................. 117 Page 5/209 2........................................1. and how do I use them?........................1..................................... 104 2............................................... and how do I use them?......4.. 115 2....................4............1...................1.........3..............1...........2 Using Oracle Services Procurement and Oracle Procurement Contracts...............................3..............4.1..............3 Monitoring Negotiations............14 How do I initiate a new round of responding?.....10 Can I invite additional suppliers to a negotiation I've already created? .....2 What is a sourcing event? .........................1 How do I create a deliverable and use it in a negotiation document?. 91 2........1..... 99 2.5 2......11 Who can participate as team members? .........................3.........7 What are contract terms and conditions............................3..............2 How do I monitor the negotiations I have created? .........3............................................7 How do I analyze the responses I have received?..2...... 96 2.................4...3........3......1................3 How do I define services related lines?....... 88 2........................3........................................ 114 2.6 How do I download the responses I have received? ................................................... 93 2......................3..... 100 2..3.......................................................3 Are there any shortcuts available when creating a sourcing document? .......... 92 2..........................................................................4..............................4.9 What are amount based line types..........4...... 88 2..................................................................2 What kind of services can I negotiate for?...........8 What are price breaks......................4 What are contract terms and conditions...1.... 102 2....4.... 106 2........... 109 2.........12 How do security levels work? ......................3 How do I respond on behalf of suppliers without Internet access?.10 How do collaboration teams work? ..............3....................................................................................... 103 2..................3...... 106 2................................................................3...3.......7 What are price breaks..1..2................3.........3..................11 How do I extend a negotiation that is in progress? . 96 2................................................. 105 2............4............................. and how are they used? ........1.............1............1............................ 110 2.............Oracle Sourcing Help How do I use price elements? . and how do I create and use them? ...1 How do I access negotiations? ..................1......... 98 2.........................4................................................................2.... 95 2................................. 105 2.......................................... 102 2...1...................................... 108 2....4......................2.......13 What are global agreements............. 103 2.........8 How do I view the backing information for lines AutoCreated from Oracle Purchasing?.....................

....... 133 2..4........1 How do I search for information on Oracle Sourcing? .......................................... 147 4.................. 124 2................1.....................................................................5..............4.......................................................................3...............4 Awarding Negotiations ....................4......2 What are the Sourcing Intelligence reports I can generate?...................................................................1 Awards by Supplier report ... 137 2.......................7 Searching for lists......................1...............................1.........5 Searching for lines and categories. My Profile .......1..2 Savings by Category report.......... Sourcing Buyer Intelligence Reports..5.................3....1 What is the Awards by Supplier report? ............... 135 2... 128 2.............................2..............................................................5....2.......................................2............ 123 2......4...................13 What is contract binding?...4.......................................................................................................................................16 How do I cancel a negotiation?.......................... 140 2.......................................................... 143 4.....1 How do I view the responses I have received? ................................................... 124 2........................................... 129 2...........................4 Awarded Quotes report .. 120 2...............................1 How do I run reports? ..............................................................................................................................1 Introduction to Sourcing Intelligence.............3....... 127 2............................................. 120 2.5.................................. 142 3......1......2.............. 144 4..... 145 4...Oracle Sourcing Help How do I close a negotiation before its scheduled close date and time?.............................5.......... 143 4. 124 2.1 What is Sourcing Intelligence? ................ 131 2.... 133 2..15 .................. 139 2..... 121 2......2.................3 Awarded Bids Detail report .....12 How do I generate a purchase order document? ..3 What are the different methods I can use when performing awards? ...............1.....10 What information is contained on the Award Summary page? .......17 How do I create an amendment to a negotiation? .....................................4...............19 How do I view the approval history for my negotiation? ........1..1...3 How do I export data to a spreadsheet? .................................. 142 4......... 143 4....... 120 2.................5 Searching.3...2 Intelligence Reports ......................................... 143 4... 137 2........................20 How do I manage deliverables I have assigned to a negotiation?...........4.11 Can I see information on my negotiations once I have completed awarding them? . 145 What is the Awarded Quotes report? ........................5............................ 145 4.....................1 How do I update my Sourcing personal options? ......4 Searching for suppliers:....... 137 2...................................... 143 4...7 How do I use a spreadsheet to award negotiation items?............. 138 2.... 147 4....................1.... 141 2............................................ 139 2...2 Searching for all negotiations to which you have access:.. or auction? ........... 148 Page 6/209 2..................... 144 4.......................4........................................ 138 2...3..........6 Searching for addresses:.........4.8 How do I allocate backing requisitions among awarded items? .1........................4............3 Searching for draft negotiations ......1 Searching for your negotiations in which you are participating: .......4..................................5....................................2 How do I unlock and unseal a sealed RFQ or auction? ................. RFQ...6 How do I manually score header attributes? .....5 How do I download the responses I have received? ..........18 How do I print information on my negotiation? .............4........2........... 122 2..............1....................4......................4 How do I award business in an RFQ or auction?........3..2 What is the Savings by Category report?..1....1.......... 136 2.. 141 3.....5............... 124 2.1.1.........3.......................9 How do I disqualify responses I receive for an RFI......... 144 What is the Awarded Bids Detail report? ........ 147 4........................................................................ 130 2........

.....1.................2... 148 4........2............................................................... 168 5.....2 Can international companies participate? ................................2.....................2....................................................................................................... 161 5...3 How do I respond to a negotiation? ..3....................................11 How do I turn off proxy bidding? ....................1....1............................ 161 5............. 158 5....................................7 How do buyers and suppliers communicate while a negotiation is in progress? ..... 164 5.. 169 5.......................................................................2.. 170 5...........9 How do I print information on my negotiation? ..............16 Why would a negotiation have special terms and conditions? .........................1..................2............ 178 6.......................1................................................. 167 5.......................................... Help for Sourcing Suppliers............ 179 Page 7/209 ....... 166 5.................10 What is proxy bidding and how does it work?.......................... 150 5.................. 170 5. 174 5...................... 163 5...........1........13 How do I download a spreadsheet and respond offline?.............. 178 6................. 159 5....1 How do I monitor negotiations to which I've responded? ... Additional Information............................3 What is the Awarded Bids Detail report? ...................................................................6 What information is contained on the Rejected Items page?.....................3 Searching............................ 150 5............................................................................. 151 5.....6 How do I submit a response online? ..8 How do I use item attributes and price elements when responding to a negotiation? ......1......................................5 How do I respond to a Request for Information (RFI)?...............................2...1. 162 5...... 163 5... 167 5................2....2...................11 How do I respond to a deliverable defined to a negotiation?.....8 How do I turn off proxy bidding? ...............9 What is AutoRefresh? ................. 165 5...3 What is a WinZip (or zip) file? .......1........................7 How do I view the attachments associated with the negotiation to which I am responding? ................................................ 176 5...............1......................................1.................................. 175 5....1.......................................19 How do I respond to a service-related line?..........................................................................................................................18 How do I respond to a deliverable defined to a negotiation?...... 177 6.................................. 150 5....1..................1...............2.............................. 154 5................2...15 How do I respond to a negotiation that has gone to an additional round of responding?................17 How do I respond to an amendment to a sourcing document? ..............1 How do I access negotiations? ........... 164 5...............4 How do I view the details of a negotiation before placing a response? ....2.....4 What is the Awarded Quotes report? .................10 How do I respond to an amendment to a sourcing document? .... 153 5...................................................4 What information is contained on the Disqualified Responses page? .........................................1........1............... 177 5.................. 152 5...................... 149 5.... 179 6.............................1......2 How do I use Quick Links?.................................... 159 5..... 167 5............................ 167 5.............1 How do I search for negotiations? ..... 172 5............................... 152 5...............2 Monitoring Negotiations.... 178 6.............1..................12 How do I respond to a service-related line?.... 173 5..1 Responding to Negotiations..2..........1.1...............3 How do I track the status of my responses?..........................................................Oracle Sourcing Help 4.....2 How do I use Quick Links?....... 158 5...................................14 How do I rebid on an RFQ or auction? .5 What information is contained on the Awarded Items page? .....................................1 Additional Topics .............2..........1.......1.12 What is power bid?......................1 What are the benefits of registering and participating in this system? ......

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

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

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

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

and item-specific attributes.2 “Glossary”) Terms and Conditions enforcement (See Section 5.16 “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. enabling them to efficiently obtain the best possible prices for goods and services.1. Page 12/209 .1 Frequently Asked Questions: Oracle Sourcing 1. requests for information (RFIs).requests for quotations (RFQs).2 Getting Started with Oracle Sourcing 1. but on lead times.2.2. “How do I create and edit negotiation templates?”) and Copy features (See Section 2.4.1.3. Common Functionality All sourcing document types have the following common functionality to simplify the negotiation creation process: Reusable Attribute Lists (See Appendix 7. and then use that information to create negotiations that drive prices based not only on price. Prices are established based on actual supply and demand at the time the negotiation is transacted. can bypass intermediaries and establish relationships that might not have been possible using more traditional methods of buying and selling.1 What is Oracle Sourcing? Oracle Sourcing offers flexible negotiation capabilities to buyers and sellers.1.2. The four different types of sourcing documents available . Buyers can use the information obtained to subsequently conduct an RFQ or buyer's auction.7 “Can I accept responses in multiple currencies”) Multiple Language support Notes and Attachments (See Chapter 6.2.1. and buyer's auctions. quantity.6 “How do I copy a sourcing document”) Multiple Currency support (See Section 2.1.4 “How do I create and edit a reusable invitation list”) Sourcing Template (See Section 2.1. Buyers use real-time interaction to obtain information on suppliers' products and services. who might never meet face-to-face.2. Buyers and sellers.Oracle Sourcing Help 1.1.1 “How do I create an attribute list?”) Reusable Invitation Lists (See Section 2.

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

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 .

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

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

4. Convert to negotiation document (See Section 2. Multiple If allowed by bidders may multiple bids.8) Section 5.3 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. The details of the document such as the controls. Decrement/Increment (See Section 2.1.4.8) 5.1.1. or any other users in your organization.1.11) Buyers can Manual Extend (See manually extend Section 2.2) Information obtained during the RFI can be used to create a new negotiation document.3.1.1.1. terms and conditions.7) 1.Oracle Sourcing Help Attribute Based Bidding (See Section 5. have previously created.15) scheduled close Minimum Bid date.4.4.11/2. Page 17/209 .8) Extend/Early Close (See AutoExtend (See Section Section 2.1. Multiple Quotes The RFQ business process allows suppliers to submit a single quote per round. item information.11) Price Breaks (See Section Price Breaks (See Section 2.2. submit Other Proxy Bidding (See Attribute Based Section 5.8) Price Elements (See Manual Section 5.1.4.1.1.8) RFIs use item attributes to solicit item information from suppliers. Manual Extend/Early Close (See Sections 2.11) 2.4.15) Buyers can manually extend an RFI or close an RFI earlier than the scheduled close date.3.11) an RFQ or close an RFQ earlier Early Close (See Section than the 2.7) 2.1. Bids buyer.10) Bidding (See Power Bidding (See Section 5.1. and invitation list are copied into a new document which you can edit if necessary.10) Price Elements Attribute Based Bidding (See Section (See Section 5.1.

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

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

) 1.) Another user removes the lock. Each has its own benefits: Page 20/209 . can unlock draft auctions/RFQ which were locked by other users. Negotiations lines entered directly in Oracle Sourcing can include item numbers and item revisions if the item information was retrieved from the Item Master. (Users with the appropriate function security.1. you can delete the draft for the new round from the Manage Draft Negotiations page.1. the system automatically updates the status of the previous round to Round Completed. However. you are not required to enter any information.2.Oracle Sourcing Help You save it. It is removed from the system.1.2. If you wish to create a draft for a new round.10 If I have saved a draft of a new Quoting/Bidding round.12 I know I can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing. You delete it from the Manage Draft Negotiations page. 1. can I award business to quotes/bids from the previous round? Once you save a new round of Quoting/Bidding. (The original creator can always unlock a draft. The information from the previous round is enough to save a draft.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.2.2. The system automatically updates the status of the previous round to Closed. You submit it (the draft becomes a valid negotiation in the system). 1.9 What is the minimum information I need to enter before I can save a draft negotiation? Enter the information required for Step 1 of the creation process. making it available for award. Negotiations with Round Completed are not available for awarding. The draft creator selects the draft and clicks Unlock on the Manage Draft Negotiations page. You can save an negotiation as a draft as soon as you get to Step 2. 1. What are the differences? You can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing.1. such as the Sourcing Super User.

Page 21/209 . 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 are numbers between zero and 100 and are assigned to each possible attribute value or range of values. The higher the score. 1.1. The goal of scoring is to motivate a respondent to respond with quotes/bids most closely matching the desired attribute values. The old Sourcing negotiation number remains on the requisition line until a buyer creates a new negotiation using the requisition.Oracle Sourcing Help RFQs/auctions in Oracle Sourcing Real time bidding. Custom attributes having weights and scores are called weighted attributes and require a response. the system calculates a weighted score for each attribute response and a Total Score for the item.14 What is Multi-Attribute Weighted Scoring and how does it work? Multi-Attribute Weighted Scoring is the ability for a buyer to use customizable attributes to define a product or service in a quantifiable manner. The higher the weight. Weights and scores can be assigned to the custom attributes. quantity. New buyers can then manage the requisitions as needed. This allows the buyer to define the relative importance of each attribute by assigning weights to these attributes and scores to expected values for each attribute. 1. breaks. the more important the attribute to the item. As responses are received.2. It then ranks the scores for the same item from different respondents based on a Price to Total Score ratio.1. the requisitions become available again to AutoCreate in Oracle Purchasing.13 What happens if I cancel a negotiation having backing requisitions in Oracle Purchasing? As soon as you cancel a negotiation with backing requisitions. the more desirable the attribute value or range of values.2. 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. Scores represent the desirability of that attribute value or range of values compared to other values.

reflected in the Price to Total Score ratio. In a Multi-Attribute Weighted Scoring negotiation.1. item attributes can be scored and weighted.Oracle Sourcing Help 1.1.2. To lower the ratio for an item included in a bid.2. Whenever you view the responses you have received. 1. but it offers the lowest price per point of score. The winning response is decided based on the buyer's definitions of the relative importance of item attributes. delivery dates and attributes of an item. the negotiation currency defaults to the functional currency defined for your operating unit. In both price-only and Multi-Attribute Weighted Scoring negotiation. the buyer can still award the negotiation to any supplier regardless of the Price to Total Score ratio values.1.1. The buyer can still award the item regardless of the ratio. The lowest ratio among competing responses may not offer the lowest price. suppliers can quote/bid on price. 1. When you create a new negotiation.2. quantity. it offers the best value for the money. 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 ranks the supplier only on the basis of price. In other words. however. Though suppliers in a multi-currency negotiation can submit responses in several currencies. the system will automatically convert the responses to the negotiation currency. you can invite these users Page 22/209 . 1. The lowest ratio receives the highest rank. 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.17 Can I accept multiple currencies in my negotiation? Yes.16 What is the difference between Price-Only and Multi-Attribute Weighted Scoring RFQs/auctions? In a price-only negotiation.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.15 What does the Price to Total Score ratio mean? The Price to Total Score ratio is calculated only for Multi-Attribute Weighted Scoring RFQ/Auctions and is used to rank quotes/bids. A buyer can view bids plotted on a Price to Total Score graph to assist in analysis of quotes/bids.2. they are allowed to respond in only one currency per response. you can allow bids or quotes in currencies other than the negotiation currency.

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

Oracle Sourcing Help To register a user yourself: Anyone with the Sourcing Super User authorization. 3. On the Register an External User page. From the Portal page. 1.1. 1.20 What is the purpose of notifications? Who receives them and when? Notifications are used to communicate specific events to users. Select the applications to which the user will have access.1.19 How can I invite suppliers to participate in my negotiation? You can invite suppliers to participate in your negotiation by selecting them from the Supplier Master or by applying predefined invitation lists. enter the required information. and participate in the negotiation Preview or open Buyers date/time Preview or open All invited suppliers date/time Preview or open All invited date/time contacts additional To invite them to register. can directly register and approve users. click "Register a Supplier User. Click Register. 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 . Event Recipient Purpose To inform them that the negotiation is open for previewing or bidding To invite them to acknowledge intent. 1.2.2. You receive a confirmation that the new user has been registered. Search for and select the supplier company name by using the flashlight icon (if the supplier company information does not exist within the system." 2. acknowledge intent. Invitations are automatically sent to each supplier. a buyer with the appropriate authorization can add the company to your Supplier Master).

1. When the reminder gets sent depends on the duration of the negotiation.21 When does an invitee receive a reminder email notification? If companies do not acknowledge participation by a certain time. Negotiation Duration Reminder Email Sent Equal to or less than One hour after the Preview/Open Date 24 hours Page 25/209 . they receive a reminder email notification once the negotiation has opened for either previewing or responding. or all a certain Quote/Bid has been quote suppliers in the sealed disqualified RFQ. The negotiation duration is the length of time between either the preview date (if the buyer specified one) or the open date.Oracle Sourcing Help Disqualify a bid or Supplier whose response To inform the supplier the bid has quote has been disqualified been disqualified All bidders in the open and To inform all bidders/suppliers that Disqualify a bid or sealed auction. Cancel negotiation a All invitees and suppliers To notify them the negotiation is closed To notify the suppliers that the RFQ or auction has been awarded and how many lines have been accepted or rejected Award an RFQ or All suppliers auction Starting a new Suppliers who are invited To invite them to participate in an round in an RFQ for the new round additional round of negotiation or auction All suppliers from the Starting a new To notify them that they are not previous round who are round in an RFQ invited for the additional round of not invited in the new or auction negotiation round Invitee not acknowledging Supplier intent within the responded allowed time who hasn't To inform and encourage invitee to acknowledge intent to participate 1.2. and the close date.

they do not receive reminders. these new invitees receive reminders at the original time. then invitees do not receive any reminder. Once you have completed this spreadsheet. 1. 1.2. 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. the reminder is not sent.2.2. you can upload it to enter your responses into the system to. you can download a spreadsheet which you can complete offline to specify your response information.1. you can respond to negotiations created by your company's affiliates. It is not mandatory to acknowledge your intent before submitting responses.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. However. if they are added after the original reminder time. You cannot respond to any negotiation that your company owns. then invitees do not receive a reminder. Page 26/209 . Otherwise.1. If the negotiation is closed. 1.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. however. If the buyer starts another round of negotiation before the reminder time.24 What is the quickest way to respond to a negotiation that has many line items? If the negotiation you wish to respond to contains many line items. Bulk loading is also useful if you respond in similar negotiations that occur repeatedly. they receive it at the original reminder time. canceled or deleted before the reminder time. Such acknowledgments are intended to enhance communication between buyers and suppliers and inform buyers of the potential participation.23 Can I respond to a negotiation created by someone in my company? No. If additional companies are added before the original reminder time.1.

25 Can I invite additional suppliers to an RFQ or auction I've already created? Yes. 1. for example. you can require a particular indicator be used for all negotiations. you can enter a maximum of 240 characters.28 How can I check which purchase orders were created after completing my RFQ/auction? There are various ways to check which purchase orders were created. Page 27/209 . In Oracle Sourcing. Any user assigned the appropriate job function can add suppliers to an RFQ or auction any time before the close date and time. Click the Administration tab. select Award Summary from the Action menu and click Go. You can check your Notifications for the Purchase Order Creation Notification. access the negotiation whose associated purchase orders you wish to see by entering the negotiation number into the Search Negotiations fields. On the Negotiations Summary page.1. As the system administrator.2. 1. the negotiation number.1.1. For a Note field. On the Award Summary page.1.2. which includes the purchase order numbers along with other information. You can also search Oracle Purchasing by entering the original requisition information." Select the indicator and specify whether users can override your selection. This displays all purchase orders for a particular negotiation. 1. You can search for the purchase orders in Oracle Purchasing by entering the negotiation data.2. and then click "Negotiations Configuration.Oracle Sourcing Help 1. you can enter a maximum of 2000 characters.26 How many characters can be entered into the Item Description and the Note fields? For an Item Description field. click the response number link to view the information on that response including the corresponding purchase order created for that response.27 Can the system administrator require buyers to use a certain rank indicator? Yes.2.

2 “How do I monitor the negotiations I have created”). 2.3. RFQ is typically used for complex items or services such as made-to-order manufacturing items or construction projects. 3. RFQ creation (See Section 2. 4.5 “How do I use price elements”). RFQs supports both blind and sealed RFQs.1.Buyers can monitor real-time quote activity and take appropriate action.2. Reusable invitation lists (See Section 2.1. RFQs typically consist of multiple rounds with competition focused on whether supplier(s) can meet the specific requirements. RFQs enable buyers to collect quotes from suppliers for complex and hard-to-define items or services. RFQ Capabilities RFQ templates (See Section 2.2 Getting Started with RFQs RFQs support the full business process to solicit quotes from suppliers.2. Reusable attribute lists (See Appendix 7.1 “How do I create a new negotiation”). buyers can review quotes and award the RFQ or submit a modified RFQ for another round of quoting.2. suppliers are immediately notified of the results via online notifications.1.4 “How do I create and edit a reusable invitation list”). The RFQ process usually lasts days or weeks through multiple rounds of negotiations. Suppliers cannot view competing quotes while the negotiation is in progress. Once the RFQ is completed. Price elements (See Section 2. Page 28/209 . Buyers analyze the quotes and either award the RFQs or modify the RFQs and open them for another round of quoting. Steps in the RFQ process include: 1.3 “How do I create and edit negotiation templates”). Once suppliers have submitted an initial round of quotes. Buyers initiate RFQs that may include multiple line items by publishing the RFQ and inviting suppliers.2.3 “How do I respond to a negotiation”). Quote preparation and submission (See Section 5.1 “How do I create an attribute list”).5. RFQ monitoring (See Section 2.4 “How do I award business in an RFQ or auction”).1.1.4. The suppliers' responses to the RFQ allow the buyer to compare quotes and negotiate the best price and specifications for the good or service.Suppliers view the RFQ details and submit their quotes online.Oracle Sourcing Help 1. RFQ modification or awarding (See Section 2.1.

Capture Total Cost (See Appendix 7.7 “What are price breaks.16 “How do I cancel a negotiation”)and Disqualifying quotes (2. Quote comparison (See Section 2. Sourcing Events (See Appendix 7.2 “Glossary”). (See Section 2. Multi-round quoting (See Section 2. Online or offline awarding capability (spreadsheet awarding).1.6 “How do I submit a response online”) and offline (spreadsheet quoting).5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Purchase order generation Attribute based quoting (See Section 5.13 “How do I download a spreadsheet and respond offline”).2 “Glossary”).9 “How do I disqualify responses I receive for an RFI.Oracle Sourcing Help Price breaks (See Section 2. Terms and Conditions enforcement (See Section 5.1. and how do I use them”).7 “What are reusable price elements and how do I create them”).1.8 “How do I use item attributes and price elements when responding to a negotiation”). Page 29/209 . Monitoring quote activity in real-time (See Section 2.6 “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. Integration with Oracle Purchasing (See Section 2.5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”).3.5.4.4.15 “How do I close a negotiation before its scheduled close date and time”). RFQ.1.4.14 “How do I initiate a new round of responding”). or auction”). Real-time status updates Notes and attachments (See Section 6.2 “How do I monitor the negotiations I have created”).4.5.4.1.14 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”). Multiple RFQ styles: blind or sealed (See Section 6.4 “How do I award business in an RFQ or auction”).4. Manual extend (See Section 2. Graphic RFQ monitor (See Appendix 7.1.16 “Why would a negotiation have special terms and conditions”) Quoting online (See Section 5. Canceling RFQs (See Section 2. (5.

The system validates the data. but quote disqualification is at the discretion of the buyer. 1. Quotes are converted to the RFQ currency for quote review.3.2 Can I submit multiple quotes per round? If allowed by the quote controls.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. 1.3.2. 1. ensuring the integrity of the submitted RFQ items. Quote Currencies Additional currencies in which quotes will be accepted. The Unseal Date is the date when the buyer unseals the unlocked RFQ allowing the suppliers to view the quotes as well.Oracle Sourcing Help 1. Suppliers can choose the Quote currency in which they will place their quotes. It is the RFQ buyer's reference and review currency.2.3 Can I cancel or retract my quote? No. 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.2. you can upload items using a spreadsheet.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.3.3 Frequently Asked Questions: RFQs 1.2.2. but you must enter the weights and scores for an item's scored attributes online.3. This allows you to create your multi-line RFQ quickly.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. You can contact the buyer who created the RFQ and ask to have your quote disqualified. You can prepare your list of RFQ items offline and upload the completed spreadsheet. you can submit multiple quotes within the same round. Page 30/209 . 1.3.2. In a Multi-Attribute Weighted Scoring RFQ.

2. 1. the Promise Date is optional. 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. When creating additional rounds for an RFQ. This is one of the feature of RFQs and mirrors the general off-line behavior of this negotiation model.2.2. During the upload.2. you can enter the address in the Additional Contact Email field during negotiation creation. Page 31/209 . When Promise Date is an optional response.3.3. Suppliers complete the quoting process by uploading the spread sheet back to the system.6 What is the most efficient way to quote on many line items in an RFQ? If an RFQ consists of many line items. and why would I enter one? In an RFQ whose outcome is a standard purchase order.3. completing multiple item attributes. the Promise Date is required only if the RFQ uses multi-attribute weighted scoring and Promise Date is one of the scored attributes.9 Is an RFQ always blind or sealed and why? An RFQ is always either blind or sealed. 1.Oracle Sourcing Help 1.3.8 What is the Promise Date.11 Can I invite additional suppliers to subsequent rounds of an RFQ? Yes. An automatic invitation will be sent to each invited supplier. you can enter a Promise Date to differentiate your response from other competing responses. See How do I invite suppliers to my RFQ or auction? for details on identifying contacts. 1. Downloading the RFQ contents allows suppliers to quickly respond.3. 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. Promise Date is an required field. In an RFQ whose outcome is a blanket purchase agreement.2. spreadsheet items are validated to ensure the integrity of the submitted quote.2.3.7 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. 1. Once the supplier has provided you the email address. In all other cases. you can invite additional suppliers by using the same process employed during the initial RFQ creation. You can invite suppliers by selecting them from the supplier master list.

2.3. 1. On the Negotiations Summary page. 1.3.2.2.13 Why can't I see the graphical monitor in a sealed RFQ? While an RFQ is sealed. select Close Early from the Action menu to close the RFQ. 2. none of the details are available for viewing by any suppliers.Oracle Sourcing Help 1. Use the negotiation number in the Search Negotiations fields on the Negotiations Home page to access the negotiation. can I see who is bidding? In a sealed RFQ. Once the buyer has unlocked and unsealed the quotes. however. 3. 1. On the Start New Round page.3. you can manually close your RFQ earlier than the original close date/time. Select Start New Round from the Action Menu.12 In a sealed RFQ. you can use the Graphical Monitor to view quotes.2.3. you cannot see either the name of the respondent or the details of the bid until you unlock the RFQ.14 Can I close my RFQ earlier than the original close time? If you select the Early Close option when specifying quote controls. you can see how many quotes are being placed. you can start another round of quoting. 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 . 1.15 How do I start another round of quoting in an RFQ? Once an RFQ has been closed.

Prices are established based on actual supply and demand at the time the auction is transacted. the bidding process moves quickly which results in increased competition. although the close time can be extended manually or automatically based on last minute bids. Creating the auction (See Section 2. flexible auction capabilities to buyers so they can efficiently obtain the best possible price for goods and services. Auctions allow real-time interaction to drive dynamic prices based on information that extends beyond price to include lead times.2. 2.1. Auctions enable buyers to solicit bids for goods and services that are clearly defined. quantity and item-specific attributes. the business terms and conditions and intended bidders.1. Auctions last for a set period of time. Bidders participate in the auction by viewing the Page 33/209 . typically a matter of a few days.4 Getting Started with Auctions Getting Started with Auctions Auctions offer complete. Because most auctions are open for short periods of time.3 “How do I respond to a negotiation”).The buyer defines the auction and includes all the auction item information. Responding to the auction (See Section 5. Steps in the auction process include: 1. Negotiations allows buyers to establish either public or private auctions to meet the specific needs of buyers.Oracle Sourcing Help 1.16 Can I modify an initial RFQ for the next round? You can modify the following information for each round of an RFQ: Preview date/time Open date/time Close date/time Award date/time Need by date List of invited suppliers Attachments 1. Auctions are typically focused on creating competition between bidders. such as office furniture or memory chips.1.1 “How do I create a new negotiation”).3.2.

7 “What are price breaks. Manual extend (See Section 2.1.11 “What are response controls”). bid attribute value(s).1.7 “What are reusable price elements and how do I create them”).8 “How do I use item attributes and price elements when responding to a negotiation”). Price elements (See Section 2. bid quantity.4.4.1. bidders are immediately notified of the auction results via online notifications.11 “What are response controls”).5 “How do I use price elements”).2 “Glossary”). Proxy bidding (See Section 5. Reusable invitation lists (See Section 2. Capture Total Cost (See Appendix 7.1. Evaluating and awarding bids (See Section 2.2.10 “What is proxy bidding and how does it work”). and how do I use them”). Monitoring the bid responses (See Section 2.5.Oracle Sourcing Help auction items and submitting bids online. Attribute based bidding (See Section 5.4 “How do I create and edit a reusable invitation list”).6 “Why are some RFQs and auctions associated with a sourcing event”). 3. If permitted by the auction rules. Reusable attribute lists (See Appendix 7. Power bidding (See Section 5. Minimum Bid Decrement/Increment (See Section 2. blind or sealed (See Section 6.1. Sourcing Events (See Appendix 7.11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2.2. Page 34/209 . Autoextend feature (See Section 2. The buyer analyzes the bids and awards the auction based on the price.The buyer and all other participants can monitor the real-time activity during the auction and take action as necessary.1.2.2 “How do I monitor the negotiations I have created”).3 “How do I create and edit negotiation templates”).1. Once the auction is completed. Auction features include: Auction templates (See Section 2.3.1. bidders can view competitive bids during the auction.1.4. Multiple Auction styles: open.3.1.15 “How do I close a negotiation before its scheduled close date and time”). 4.1 “How do I create an attribute list”). Price breaks (See Section 2.4 “How do I award business in an RFQ or auction”).12 “What is power bid”).1.

5. Graphic Auction Monitor (See Appendix 7. (5.16 “How do I cancel a negotiation”) and Disqualifying bid (2.4. Page 35/209 .1.Oracle Sourcing Help Canceling auctions (See Section 2. Purchase order generation Real-time status updates Bidding online (See Section 5. or auction”).5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”).6 “How do I submit a response online”) and offline (spreadsheet bidding).4.4 “How do I award business in an RFQ or auction”).4. RFQ.1.9 “How do I disqualify responses I receive for an RFI.2 “Glossary”).5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Notes and attachments (See Section 6.5.13 “How do I download a spreadsheet and respond offline”). Integration with Oracle Purchasing (See Section 2. Online or offline awarding capability (spreadsheet awarding). Monitoring bid activity (See Section 2.1. (See Section 2. Bid comparison (See Section 2.1.2 “How do I monitor the negotiations I have created”).4 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”).

1. The bid controls for this auction allow multiple bids per round .2. 1.3 Why isn't there a target price for every item? Target price is an optional value. and 3. They have the appropriate function security (See Section 6. provided that: 1.5 Frequently Asked Questions: Auctions 1.2 What is the difference between Quote/Bid start price and target price? When creating a new RFQ or auction.Oracle Sourcing Help 1.5.2.6 Can two people from the same company bid on the same auction? Yes. 1. 1.4 “Why can't I access some pages.5. 1. Page 36/209 . The target price is the price you hope to pay for one unit of an item. Buyers are not required to designate a target price for every item. Note: Two people from the same cannot quote in the same RFQ.2.1. but only the buyer can see the identity of the bidder.5. 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.4 What is the target price used for? The target price is mainly used for internal performance analysis for the buyer.2. Everyone can see the bid content once the auction is unsealed. 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. Blind: Only the buyer can see the bid content Sealed: Neither the buyer nor the suppliers can see the bid content until the auction closes.5. All registered users in a company can bid on the same auction.5 Can someone in my company award an auction that I create? If granted the appropriate authorization. The buyer can also choose to display the target price to the bidders for reference. You can elect to display the target price to participants.5. buttons. or task bar options”). links.5.1 What are the different auction styles? The buyer can choose from three types of auctions: Open: everyone can see the bid content.2.2. The buyer can see the bids once the auction is unlocked. The auction to which they are responding is not owned by their company 2. someone else at your company can award an auction created by you.2.

Page 37/209 .5.2.5. you can initiate a new round of responding if you set the controls to allow multiple rounds of responses (RFQs always permit multiple rounds of quoting). After you initiate a new round of responding. RFQ. and your RFQ/auction appears in that supplier's "Open Invitations" list of invitations.2.1.13 “How do I invite suppliers to participate in my negotiation”) to participate. that supplier receives an e-mail notification about your RFQ/auction.1. you might want to send invitations to increase specific suppliers' awareness of your RFQ/auction and encourage participation. or auction has closed.2. you are not required to send invitations to any suppliers.Oracle Sourcing Help 1. can they view each other's bid details? Depending on the auction style.5.7 When two respondents from the same company place bids.9 How do I initiate a new round of quoting or bidding? After your RFI. When you invite a supplier (See Section 2. 1. However.8 If my RFQ/auction is open to all suppliers. none of the previous responses submitted are available for awarding. why would I invite suppliers to participate? For a public 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.

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

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

2. You can also choose to open the negotiation immediately. any uninvited suppliers who responded in the previous round are also 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. You can remove any supplier from the invitation list for the new round. o Possible Invitation List Changes If you invited suppliers in the previous round. o Response Controls Modify other Response Controls as necessary. Click Suppliers to modify your invitation list. RFQs or auctions opening in the future.Oracle Sourcing Help 5. Page 40/209 . Click Review. You can also add new suppliers. 1. Additionally. You can also choose to open the negotiation for preview immediately. 7. click Submit for Approval. Review your updated negotiation information. Preview Date For RFIs. 6.5. If there are no approvers defined for this document. they are automatically added to the invitation list for the new round. o Possible Date Modifications *Open Date Date and time you want the new round of responding to begin. If there are approvers defined for this document. RFQ. click Publish. Note that you have to specify a new closing date. or auction closes. *Close Date The new date and time the RFI. Click Controls to modify negotiation control information. Award Date (RFQs and auctions only) You can choose to enter a new award date/time if this differs from the timing in the previous round of negotiation. you can enter the date and time (prior to the open date and time) the negotiation is available for previewing by all eligible participants.

14 How can I extend an auction beyond the close date/time? You have two ways of closing an auction before its originally specified time by selecting either the Manual Extend and/or AutoExtend bid controls when creating the auction.Oracle Sourcing Help 1. When the buyer hides scores/weights. is up to the discretion of the buyer.2.2. 1. You can also specify if the autoextend is for the entire auction or particular line items. if Bidder B bids triggering a proxy bid for Bidder A and the resulting bid results in the same Price to Total Score ration. a company can place one bid in each round when being invited to that round Page 41/209 . Bidders cannot respond to display only attributes so there is no value for comparison. You can specify whether the auction is extended from the original close time or from the time when the winning bid has been received.5.5.2.5. once one user at a company responds.A bidder must submit a single. no other user at the same company can bid.11 Can a bidder retract a bid? If a bidder has submitted. For example.16 What is a Single Best Bid? A Single Best Bid is a response to an auction that allows only one bid per company. best bid" is selected for a multi-round auction. You can also define the total number of auto extensions and the extension period.5.12 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. 1. that is.2.5.5. When the bid control "No . 1. 1.2. AutoExtend extends the duration automatically if new bids are received in the closing minutes of the auction. Bidder B receives the higher rank because the proxy bid was created by the system after Bidder B's bid.13 Why are display-only attributes not visible in the Bid Compare page? Display only attributes are used to convey information to bidders. Bid disqualification. 1.15 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. Manual Extend allows you to manually extend your auction close date/time before the auction closes. the bidder can only view the resulting Price to Total Score for a bid.2. however. the bidder can contact the buyer and ask to have the bid disqualified.

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

Supplier A's proxy is not triggered. This bid (84/90) is now the winning bid.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. you may need to closely monitor Multi-Attribute Weighted Scoring auctions which also use proxy bidding. Supplier A's proxy is triggered to place a new bid of USD 84. since proxy bids are generated based only on the price of the competing bid. a bid can be beaten based on the Price to Total Score ratio without triggering a new proxy bid.00) has not yet been reached. 1. Therefore. Supplier A's proxy will only be triggered again if there is a bid with a price lower then USD 84. You may need to cancel the proxy bidding process to redefine attribute information to improve your price to total score ration. Supplier B's bid is the winning bid even though the bid price is higher.00 with a score of 100 for the same item. Now Supplier B's bid (92/100) is better than Supplier A's bid (84/90). Supplier B then places another bid of USD 92.2. To avoid these situations. However.00. For example.00.Oracle Sourcing Help 1. but since Supplier B's bid price is still higher than Supplier A's bid price. a proxy bid decrement of USD10. And since Supplier A's proxy minimum (75. Page 43/209 .00 and a proxy minimum of USD 75.00. Supplier A places a bid of USD 95.2. Supplier identities are never revealed to other bidders. Supplier B then bids USD 94.5. Since Supplier B's bid price is less than Supplier A's bid price.19 Can a bidder see the names of the other bidders? Bidders cannot see other bidders' identities.5. This bid (94/100) is better than Supplier A's bid (95/90). not just the bid price.00 with a score of 90 for the item. he cannot modify any attribute responses to try to improve his score.00.

11 “What are response controls”) Enter Your Terms and Conditions (If Oracle Procurement Contracts is bought and licensed) (See Section 2. This allows you to return to the creation process at a later time or have multiple people working on the same negotiation.Oracle Sourcing Help 2. you can save time by copying an existing RFI/RFQ/Auction. and buyer's auctions). At the conclusion of the RFI cycle. RFIs can be taken to multiple rounds until the buyer has enough information to identify supplier(s) with which to deal.1.1. RFIs are used more for gathering information on goods and service provided by a supplier than to lock in particular price information. You can create a negotiation and save it as a draft before submitting it. Enter Negotiation Lines (See Section 2.1 Creating Negotiations 2.1.4.1. o If you have previously created an RFI. Page 44/209 . and Buyer's Auctions 2.1 Creating RFIs.1.13 “How do I invite suppliers to participate in my negotiation”). RFQs.1.2 How do I create a new Request for Information (RFI)? RFI's are used to qualify suppliers and their goods and services for subsequent procurement activities. Help for Sourcing Buyers 2. 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.6 “What information must I provide to create my negotiation header”).1.1.1. You can also create new negotiations quickly by applying a negotiation template. or auction. RFQ. RFQs.1 How do I create a new negotiation? Use the instructions on this page to create Sourcing negotiations (RFIs. 2. the information contained in the RFI can be copied into an RFQ or buyer's auction.1.1.7 “What are contract terms and conditions. Define Your Response Controls (See Section 2. Therefore. and how do I use them in my negotiation”) Invite Your Suppliers (See Section 2.1. There are four main steps to creating a new negotiation: o o o o Create Your Negotiation Header (See section 2.9 “How do I add lines to a negotiation”).1.1.

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

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

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. The backing requisition information is carried over from Oracle Purchasing and used throughout the creation process.1. one-step access to your most commonly performed Oracle Sourcing tasks.1.Oracle Sourcing Help 2.3 How do I use Quick Links? The Quick Links section of the Negotiations Home page provides easy. The links are organized by task and negotiation type so you can find the link for the task you wish to perform.1. you can use requisition information in Oracle Purchasing to create a draft sourcing document that you can then access and edit. The AutoCreated document is assigned a document number. AutoCreate uses the requisition information to create a Buyer's Auction or Sourcing RFQ. When using AutoCreate. 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 2. 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. you can search for requisitions according to different attributes such as item or category and include them in a single document. You can use this number to access the document in Oracle Sourcing and to Page 47/209 .1. Simply clicking the link takes you to the page where you initiate the operation. Once you have identified the requisitions in which you are interested.

Default: Multiple requisition lines are grouped together if they have the same attributes such as o o o o o o o Item category Item number Item revision Item description UOM Ship-To address Line type Requisition lines: No grouping is performed. the requisitions are no longer available for use by AutoCreate. Backing 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 . This grouping information is used when creating negotiation lines for the sourcing document. Once the new document is created. A negotiation line is created for each requisition line. Depending on the line type. you can modify some of this information. AutoCreate carries over the following backing requisition information when creating the sourcing document.Oracle Sourcing Help view the document from Oracle Purchasing or iProcurement. Grouping lines When creating your document in AutoCreate you can choose to consolidate multiple requisition lines if they refer to similar items. Backing information. There are two possible grouping types: Default and Requisition lines.

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

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

You must specify a title for your negotiation and once defined. Buyer The creator of the negotiation. the page refreshes and you will lose the information you entered. the backing requisition information is carried forward and this field cannot be updated. your first step is to create your negotiation header. you can use the "Manage" link under the Drafts area of Quick Links on the Negotiations Home page to access the draft negotiation. Page 51/209 . Note the following about negotiations created by AutoCreate: Any backing requisition information is not updateable in Oracle Sourcing. The organization you select here determines the values for many later attributes (such as the negotiation currency and shipping addresses). This header contains negotiation level information related to the entire negotiation. Note that if you have entered information on this page. Organization The operating unit. The backing requisition information is viewable during the creation/editing process. this value cannot be changed. If this negotiation document was originally created in Oracle Purchasing.6 What information must I provide to create my negotiation header? When you create a new negotiation. Once you proceed to the next step. RFQ. To create your negotiation header: Complete the following fields (*indicates a required field): *Title The name by which this RFI. the title cannot be changed. Style Event Security Level You can select a security level to restrict access to the sourcing document. or auction will be known. and you change the Organization.Oracle Sourcing Help Accessing the draft document If your Oracle Purchasing application is set up to allow it. continue editing it using the instructions in How do I create a new negotiation? beginning with Step 2: Enter Item Terms. 2.1. Otherwise. such as a division or department. you can be transferred directly from AutoCreate to Step 1 in the negotiation creation process in Oracle Sourcing.1. for example in the Payment Terms field. to which this negotiation applies. Once you have accessed the draft negotiation.

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

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

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

If one attribute is weighted. The sum of weights for all header attributes must add up to 100. the negotiation currency defaults to the functional currency defined for your operating unit. they are allowed to respond in only one currency per response. For example. However. effectively "unweighting" that attribute. This column is only displayed if weights are enabled as part of the Scoring Settings. but this can be overridden by specifying a default value on the score settings page. To define your currency list and currency exchange rates: 1.1. 2.1. Notes and Attachments o Note to Suppliers You can add a note to the supplier by entering it in the text box. you can accept responses in currencies other than the negotiation currency.7 Can I accept responses in multiple currencies? When you create a new negotiation. click Manage Response Currencies. Page 55/209 . Maximum Score Accept the default or enter the maximum value that can be entered for this attribute. Though suppliers in a multi-currency negotiation can submit responses in several currencies.Oracle Sourcing Help Enter a target value for the header attribute (for example: 30 or more years in business). all must be weighted (although the weight can be 0. There is a system default defined by the Sourcing Super User. Delete You can delete this attribute by clicking the trash can icon. Display Target Indicate whether you want suppliers to see your Target Value . o Attachment Click Add Attachment to browse for an attachment to assign to this negotiation. Whenever you view the responses you have received. On the Create Header page. an attribute with a weight of 25 is half as important as an attribute with a weight of 50. This note appears on the negotiation summary page and can be viewed by suppliers. the system will automatically convert the responses to the negotiation currency. Weight Weights are used to indicate the relative importance of header attributes.

09 kroner to one dollar. the system will round when converting responses into the negotiation currency. The page redisplays. 2. The system's response currency codes are available from the drop down menu.1. Select the User Specified Rate type. Enter the date for which you wish to use this set of exchange rates. 2. You assign currencies to specific suppliers when you invite the suppliers to your negotiation. Otherwise click Add Another Row and continue defining currencies and exchange rates. Select the checkbox to display the exchange rates if you want to allow respondents to see your response currency exchange rates. For example. Page 56/209 .8 How do I restrict a supplier to a particular currency? If you allow multiple response currencies for your negotiation. 6. If the precision for the response currency is greater than the precision for the negotiation currency. Specify the price precision for the currency. 2. click Apply. 5. 3. To use predefined exchange rates: 1.1. If you are finished defining alternate currencies. Select the appropriate type for your negotiation.Oracle Sourcing Help 2. You can use predefined exchange rates (Corporate Exchange Rate) or specify your own exchange rates (User Specified Rate).09 meaning . select the exchange rate type. Select the response currency. After you have selected your suppliers in Step 5. To define your own exchange rates 1. The system may contain several different exchange rate types. To restrict a supplier to a particular currency: 1. 3. Define the exchange rate by entering the number of response currency units that equal one unit of the negotiation currency. select a response currency for each supplier. The description field explains the code. 4. When you have finished defining currency information. Select the response currency you will accept. you can choose to restrict specific suppliers to particular response currencies. On the Header: Manage Response Currencies page. continue creating your negotiation. if the negotiation currency is United States dollars (USD) and the response currency you're defining is Swedish Kroner (SEK) the exchange rate might be .

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

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

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

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

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

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

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

make sure you select a general services. Once closed. Finally. *Open Date Use the pop-up calendar to select the date/time after which all eligible suppliers are allowed to participate in the negotiation or choose to open the negotiation immediately. the negotiation can be closed prior to the defined close date. 3. Note that for fields where you enter a date and time. add notes or attachments to the supplier. responding frequency. Follow steps 1 and 2 above. and then click Go. Preview Date Use the pop-up calendar to specify a date/time after which the negotiation information can be accessed by potential suppliers. If you allow the control manual extend.11 What are response controls? When you create a new RFI. If the sourcing document you are working on was AutoCreated using requisitions in Oracle Purchasing. open and closing times and many other variables. Continue defining your negotiation . After you have entered the negotiation header. you set response controls to determine the negotiation length. 6. *Close Date Use the pop-up calendar to select the date/time when the negotiation will be closed. participants. If you allow the control manual close/close early. Complete the following fields as appropriate for the negotiation type. You can edit the value to change the time if needed. click the "Controls" link to access the Create Controls page for that negotiation. 2. 2. RFQ. the default time value the system uses is the time when you entered a value in the field. and added line(s). the time limit for the negotiation can be extended past the original close date. Create attributes as needed to solicit additional information for this line. fixed-price line type. Provide the line with a description and select a Category value.1. 4. or Buyer's Auction. You must have created your negotiation header before you can create negotiation controls.Oracle Sourcing Help To define a general services fixed-price line 1. 5.1. Page 64/209 . When you extend a negotiation you specify the new close date. On the Lines: Create Line page. They can view the negotiation's details but cannot place responses. no further responses may be accepted.

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

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

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

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

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

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

select the template and click Apply to create a new negotiation with this template.2 What are line attributes and attribute lists. 2. Spreadsheets and Lists 2. 2. edit.Oracle Sourcing Help 7. On the results display. See How do I create and edit negotiation templates? for instructions on creating negotiation templates. 2. You can review the new changes compared to the current active negotiation by clicking Review. You can add to.1 How do I use negotiation templates? You can use a document template of a specific type (RFI. Search for and select the template you want to apply. the Submit button changes to Publish. allowing respondents not only to respond to the price. 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. quality. If you have approvers identified on the Collaboration Team on the Create Header page. Click the appropriate link under the Create area of Quick Links on the Negotiations Home page.1. Once approved (or if approval is not required).1. no new responses can be received on the previous negotiation.2.1. The buyer can define unique line attributes. and how do I use them? Line attributes enable a buyer to define multiple line-specific attributes. RFQ. 4. Page 71/209 . or auction) to create a new document of the same type. Draft amendments are available on the Negotiations Home page if you click Drafts in the Manage Quick Links section. you can submit the amendment for approval by clicking Submit for Approval on the review page. and delivery. Line attributes can then also be weighted to indicate the relative importance of a single attribute among the other weighted attributes. 8. These attributes may either require a response or no require a response from the supplier. but also to other features and performance characteristics of each line. click Apply Template. 3. Approvers will receive notification that they need to approve the amendment.2. the buyer can score attribute values to indicate the relative preferability of different responses. You can save the amendment as a draft at anytime during the creation process if you click Save Draft. On the Create: Header page.2 Templates. When creating a negotiation. Once you click Publish. or delete any of the negotiation information provided by the template by proceeding through the steps of creating a negotiation.

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

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

2. When you are finished. any attributes/price elements defined for the template are added to any attributes/price elements you define via the spreadsheet. 3. Select the supplier(s) and click Add to Invitation List. 7. Page 74/209 . including change the access and status.1. 2.5 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. edit. When you have finished adding suppliers. To edit an invitation list you have created: 1. or 2. You can also add or delete suppliers. On the search results page. update your list description. 6. If the supplier you selected has multiple sites defined in the system. The value specified in the spreadsheet. 4." then search for suppliers to add to your invitation list. you can add an entry for each site for that supplier if you choose. 4. you can edit public lists. and manage public invitation lists. status. The value defined for the RFQ/Auction template. 2. click "Add Suppliers" again and follow the perceiving instructions. 5. Search for the list you wish to update. 8. Click "Add Suppliers. 5. For a supplier with multiple sites. If you are have the Manage Invitation Lists job function.1. On the Edit Invitation List page.Oracle Sourcing Help Sourcing Super Users or users with the Manage Invitation Lists job function can create. 2. If you wish to add more suppliers to your list. Click "Invitation" under the Reusable Lists area of Quick Lists on the Negotiations Home page. find your list.2. click Submit. the system uses the following hierarchy to determine which category value to use: 1. and access as appropriate. click Apply. If the template and spreadsheet have conflicting category values.6 What happens to the attributes/price elements when I create a negotiation by applying a template and using spreadsheet upload? When you create an RFQ or auction by applying a template and then use the spreadsheet upload feature to add your items. you can choose a specific supplier site to associate with this list (Supplier Site is another term for Address Name). then click Edit.

Price Elements. a buyer can create an auction to buy a fleet of 12 vehicles for a delivery service.1. the result of applying the template and then uploading by spreadsheet is that item A now has seven attributes/price elements and item B has five attributes/price elements. and your spreadsheet upload includes two items. The attribute(s) are added to that line only. the precedence is: 1. using an attribute to define this specification calls attention to the specification.3 Item Attributes. Attribute Scoring. Adding these as required item attributes that are displayed to bidders can customize your negotiation items to your specific industry. RFQ." and "SKU number. if the buyer marks this attribute as required.1. and do not apply to all lines in the negotiation. retail industry negotiation items can include such attributes as "color. While the buyer could enter this information in the auction line description.Oracle Sourcing Help For example. auction). the buyer can add an attribute called "mileage" to specify that the bid item must have fewer than 12. the attribute/price element specified on the spreadsheet 2. Line attributes can call attention to industry-specific characteristics. and item B with two attributes/price elements. and why would I add them to my negotiation lines? When you add a line to a new negotiation (RFI. For example. the attribute/price element specified by the template. In addition. if there are three attributes/price elements for your template. see "How do I add attributes to my negotiation lines?" 2. For more information about how to add line attributes to your negotiation items. If there are duplicate attribute/price elements between the template and the spreadsheet. you may choose to add one or more line attributes to that line. Line attributes define 1) unique specifications that you set for a negotiation line.2 How do I add line attributes to my negotiation? You can add multiple line attributes to any line in your negotiation. 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 2) the details that a participant should provide when responding to that negotiation line." "style. and Price Breaks 2." Metal industry negotiation items can include "grade of metal" as an attribute. 2. When the buyer adds the line (vehicle) to the auction. Page 75/209 .1 What are line attributes. For example.3.000 miles on the odometer. item A with four attributes/price elements.3. then bidders must enter the mileage of any bid.1.

Oracle Sourcing Help

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

o

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

o

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

o

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

o

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

o

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

o

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

Oracle Sourcing Help

o

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

o

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

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

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

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Oracle Sourcing Help

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

Oracle Sourcing Help

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

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

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

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

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

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

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

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

4. On the Edit Price Element List page. Active or Inactive). Example: Assume you are purchasing PC keyboards. To edit the list. The new list is validated. (This returns all price element lists using that price element. When you have finished making your changes. 7.7 What are price breaks. and how do I use them? Price breaks allow you to negotiate line prices with your supplier based on characteristics of your order. The first offers a price of 19$ per unit if buying more than 100.) 3. click Apply. For these price breaks. Page 86/209 . 2. The name of any price element defined to the list. click Go. add or delete price elements from the list. and you may specify several quantity levels and the prices you are willing to pay at each. you can o o o update the description for the price element list. Click the Price Element link under Reusable Lists on the Quick Links section of the Negotiations Home page. The first few words of the list description. If any price elements are inactive. you receive an error message. Or you may be willing to pay more per unit if your supplier can ship the order to a special location. The list status (Any. When you have entered the search data. you receive the responses shown in the table below.1. 2. You then set up two quantity-based price breaks. The search results display any price element lists matching your search criteria. For example. On the Price Element Lists page. You can search for a particular price list by : o o o o The list name. search and select the list you want to edit. 5.Oracle Sourcing Help To edit a price list: 1. You can then enter different assumptions into the system and have it calculate which response is the best. You specify 20$ as your start or base price. The second offers a price of $18 a unit if purchasing over 500. or by a certain deadline. 6. you can either click the price element list name link. or select the price element list and click Edit. you can define as many price breaks as are appropriate. change the price element list status. Your suppliers respond to your negotiation specifying their responses to your price breaks.3. you may expect to receive a discount from your supplier if you buy a large quantity of units. For each (non-amount-based) line in your negotiation.

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

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

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

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

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

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

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

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

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

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

you may need to view the demand linked to a particular negotiation line. You can add. After you have created your header by adding a title (and adding/modifying any other information) clicks Lines in the top left navigation bar.1. When you have completed your contract terms. Along the way. On the Requisition Summary page. 3. 4. delete or modify text. 5. adding any additional lines. Once the new draft negotiation has been created. If you receive any error messages. and then click the Details icon. The Requisition Line Details page displays information in the following areas: o Requisition Page 97/209 . or clicking Review to inspect the negotiation prior to publishing it. You can see this line information on the View Requisition Line Summary display.Oracle Sourcing Help 2. you can access it and continue creating your negotiation. You can edit the clauses applied by the template as needed. 3. Or you may need the name of a contact who can answer questions you have about the negotiation line. click the requisition number link. Click Apply Template. 5. search for and select a contract template from the list of values. To view the backing requisition information during negotiation creation: 1. This includes all the other tasks such as creating your header. continue by either clicking Suppliers to define a supplier invitation list. 6. Select Validate from the Actions menu to verify the validity of the contract terms you are defining. See the Oracle Procurement Contracts online help for instructions on modifying clauses.8 How do I view the backing information for lines AutoCreated from Oracle Purchasing? You can use the AutoCreate feature of Oracle Purchasing to use existing requisition information in Oracle Purchasing to create an RFQ or auction in Oracle Sourcing. you must correct them and validate again. 2.4. 4. On the Create Contract Terms page. The Create Lines page displays any lines AutoCreate created using requisitions in Oracle Purchasing and allows you to create additional lines if necessary. click the requisition number link to view detailed information on the line. 2. For AutoCreated lines. and possibly inviting suppliers. you may wish to view the requisition line information for the lines that AutoCreate carried over from Oracle Purchasing. specifying negotiation controls. For example. See the Oracle Procurement Contracts online help for information on using contract templates.

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

Team members can be optionally assigned tasks with target dates. Any other user from the same buying organization can be added. The buyer can search for and select additional collaboration team members if necessary. all members have full access to the sourcing document. the buyer identifies: If the member is an approver. Collaboration team members must belong to the business group of the negotiation. Adding Collaboration Members On the Create Header page. 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. there is an area where a buyer can identify collaboration members. Note: This rule is only in effect if the profile option HR: Cross Business Group is not set to Yes. Document Approval Process Any user who is on the Collaboration Team can be designated as an approver for that document. Not until the document is approved and published are notifications sent to suppliers about the document. the system will validate that the team members belong to the new business group of the operation unit. If the buyer changes the operating unit after defining the negotiation team. Team members with required tasks should indicate when those tasks are completed. You can define a collaboration team when creating the document or you can use document templates to define collaboration teams. The approval process is not hierarchical. but members can be restricted to read-only access where appropriate. There are no dependencies among approvers. Note that throughout the approval process. all approvers can access and approve the document simultaneously. the buyer can add employees from different business groups. Once the document has been approved. Approvers can be added or removed as necessary at any time before the sourcing document is submitted for approval. Once the document has been submitted for approval. which is determined from the owning operating unit. For each member. Page 99/209 .Oracle Sourcing Help 2. If the member has read-only access.11 Who can participate as team members? The negotiation creator and anyone with Manage Collaboration Team job function can add/delete team members. notifications are sent between the buyer and the document approvers. If the profile option is set to Yes. By default. The buyer and the buyer's manager are automatically identified as team members. no changes can be made to it (other than having approvers removed) unless the document is rejected. 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. a Publish button appears to anyone who has the Publish Negotiations job function.1.4. You must have modification access and the functional security of "Manage Collaboration Team" to modify the collaboration team definition.

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

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

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

Fixed-price temporary labor such as contractors. temporary administrators. Job Details. is a response to the price differential required) 7.2. On the Lines: Create Line page. Fixed-price services such as corporate accounting services. 6. select Online to continuing entering your line description online. make sure you select the Global Agreement checkbox. if appropriate. 9. and specify the differential associated with this price type. There is a fixed amount limit attached to the service. or click Load from Spreadsheet to upload a previously completed spreadsheet file containing all the line information 2. . The charge for this type of service is based on hourly rates per person. rate-based line type. 3.3 How do I define services related lines? Services related line types allow you to negotiate on labor contracts. 8.Oracle Sourcing Help 2. and click Go. rate-based line: 1. Create attributes as needed to solicit additional information for this line. 4. you can create documents that negotiate for many different types of services. To define a temporary labor. Specify how price differentials are to be used within the negotiation (for example. Select the price type (for example. ensure that you choose Blanket Purchase Agreement as the negotiation outcome for temporary labor line types. vacation). 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. Unit of Measure and Category will default according to the Job you select. Enter values in your price fields if necessary. From the Add Line menu on the Create Lines page. General services fixed-price lines use a negotiation outcome of standard purchase order. click Select Price Break Settings and ensure it is not set to None. For temporary labor line types. You can include services-related lines with regular amount-based and goods-based lines.2 What kind of services can I negotiate for? If Oracle Services Procurement is installed and licensed. Also. The charge for this type of service is based on a flat amount for the service provided. 2.2. The Description. Page 103/209 . make sure you select a temporary labor. Enter your price breaks including Price Differentials. maintenance services. Search and select a job from the Job menu. or consulting services. If you need to specify price breaks. 5.

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

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

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. 2. click Full List. Click the Responses number to access the Details page for the negotiation.2 How do I monitor the negotiations I have created? Access the negotiation you wish to monitor. It is when the buyer receives the offline copy of the response or when the supplier mails/faxes the response. click Full List. 5. On the negotiation summary page. On the Create Surrogate Bid/Quote: Select Supplier and Contact page. 2. On the Create Bid/Create Quote page. Page 106/209 .3. you can either Select View Response History from the Actions menu and click Go. select Create Surrogate Quote/Bid from the Actions menu.Oracle Sourcing Help Note that the Your Negotiations at a Glance section shows a limited number of entries based on time remaining. Clicking the number of your negotiation takes you to the negotiation summary page. From the negotiations summary page. If you do not see your negotiation. You also search for all open negotiations to which you have access. Select a contact for the supplier and click Create Surrogate Bid/Quote. Oracle Sourcing buyers can place surrogate bids on behalf of such suppliers. To place a surrogate bid on behalf of a supplier: 1.3. Click the negotiation number to access the negotiation summary page where you can see information on the negotiation. Sign on to Oracle Sourcing with Sourcing Super User responsibility. access the negotiation in which you wish to bid by clicking its number. a surrogate bid can be entered into the negotiation. Negotiations in which you are participating appear under Your Negotiations at a Glance. enter the name or contact of the surrogate supplier in the Supplier field and click Go. Continue from the Terms and Conditions page with regular a response if terms and conditions are required. Once the buyer has received all the bid/quote information. enter the Bid/Quote Received Time. From the Negotiations Home page. 3. and then click View Response History to see information on responses to this negotiation. To see the complete list of negotiations you created. 4. and click Go. 7. You can also use the Graphical Monitor to view and compare responses to your negotiation. 6.

click the negotiation number link. Select a negotiation item. 2.Price/Score by Time or Price by Score. From the Negotiations Home page. then click View Monitor. click the number link in the Responses column. To view information on responses. select the negotiation and click the Graphic Monitor icon. To compare negotiation attribute values for competing responses: 1.3. o o o Note: The graphical monitor is not available for sealed style negotiations until they are unlocked. From the Search Results display. click the graph icon to the right of the negotiation. 3. click Full List. To view a complete list of your negotiations. o To view the information about the negotiation such as item information. To use Your Negotiations at a Glance: Under the Your Negotiations at a Glance area of the Negotiations Home page. To perform a side-by-side analysis on all responses to the line. 2. select the responses you wish to compare and click Compare. you may receive responses from multiple suppliers. Only buyers can view the graphical monitor in blind style negotiations. You can easily compare the negotiation attribute values for these competing responses. 4. identify the negotiation you wish to view. select the line and click Analyze. To view the graphical monitor of a negotiation. Select the line(s) whose responses you wish to inspect and choose the type of monitor you wish to view . To view messages sent to you from suppliers (if any) click the number link under the Unread Messages column. On the Analyze Line page. All participants can view the graphical monitor in open style negotiations. response controls or invitation list. 5.4 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. perform a simple or advanced search to locate the negotiation whose responses you want to compare.3. Page 107/209 .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. Note that the table displays only a limited number of entries.Oracle Sourcing Help 2.

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

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

You specify 20$ as your start or base price. Example: Assume you are purchasing PC keyboards. Your level 1 price break Your offered price $20 Supplier Response $19 1's Supplier Response $19 Page 110/209 2's . 1.3. To download responses via spreadsheet for analysis: You can use the spreadsheet download feature to perform many tasks offline. Click Export. For each (non-amount-based) line in your negotiation. The AutoAward Recommendation page displays the response(s) that AutoAward has decided best fit the negotiation requirements. On the Analyze by Spreadsheet page. On he negotiations summary page. From the negotiation summary page for this negotiation. you can define as many price breaks as are appropriate. As long as you have not closed the negotiation. The second offers a price of $18 a unit if purchasing over 500. select View AutoAward. For these price breaks. you may expect to receive a discount from your supplier if you buy a large quantity of units. Open the file up and use the instructions in the readme file (the . you can use the spreadsheet download feature to export the response information for analysis offline. Or you may be willing to pay more per unit if your supplier can ship the order to a special location. The first offers a price of 19$ per unit if buying more than 100. select Analyze by Spreadsheet from the Actions menu and click Go. You can then enter different assumptions into the system and have it calculate which response is the best. and how do I use them? Price breaks allow you to negotiate line prices with your supplier based on characteristics of your order. 2. You can use AutoAward to quickly generate a benchmark against which other ranking methods and scenarios can be compared. 3. or by a certain deadline. you receive the responses shown in the table below. 2. 5.htm file) to process the spreadsheet.Oracle Sourcing Help Scoring negotiations to determine the best overall total cost. Once the negotiation is closed. Your suppliers respond to your negotiation specifying their responses to your price breaks. 4. Download and save the file. you can download a spreadsheet with which to make award decisions.8 What are price breaks. For example. select: which type of files to download. You then set up two quantity-based price breaks. and you may specify several quantity levels and the prices you are willing to pay at each.

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

Ship-To address/organization. Click Add Another Row to define additional price breaks. and your supplier(s) have responded with quotes. 5.9 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. Select the negotiation line. participants can communicate with each other by entering into an ongoing conversation called an online discussion. 2. and effective dates (available for non-cumulative price breaks only). and click Analyze Price Breaks. Clicking the Unread Messages number link takes you to the Online Page 112/209 . click the response number link. Once a negotiation has been published. 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. On the Analyze Line: Analyze Price Breaks page. You can set breaks by unit quantity. Once you have defined all your 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. click Analyze by Line from the Actions menus and click Go. price. To analyze price break information: 1. For example. 5.Oracle Sourcing Help 4. you could enter different order quantities and see which supplier response is the best for a certain quantity. you can participate in a online discussion by clicking the number link under Unread Messages (under "Your Negotiations at a Glance" for Sourcing Buyers. On the negotiations summary page. click Apply. and "Your Active and Draft Responses" for Sourcing Suppliers). you could define multiple price breaks based only on order quantity. On the table of negotiations. For each price break criterion. you can offer a particular target price. Analyzing Price Breaks Once you have defined your price break expectations. 2. You can define as many price breaks as are needed to fully define your pricing structure. 4. Search for the negotiation you're interested in. For example. Using an online discussion Once a negotiation is published.3. Define your price breaks. you can have the system evaluate the supplier responses based on scenario information you enter. 3.

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

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

4. To change your auction's AutoExtend settings: 1. Page 115/209 . If your auction enters AutoExtend mode.Oracle Sourcing Help How do I change my auction's AutoExtend settings while the auction is in progress? You can initially set your auction's AutoExtend settings while defining bid controls. You can modify the following AutoExtend options: o o o o Lines you want to AutoExtend (AutoExtend all lines. click the number for the negotiation whose AutoExtend values you wish to change. you can still enable AutoExtend (if not enabled initially) or modify your initial AutoExtend settings after the auction opens for bidding if you selected "Allow manual extend when negotiation is open" while setting the bid controls. On the Extend Auction page. However. or upon receipt of a new winning bid). review your current AutoExtend settings (if any). If your auction enters AutoExtend mode. 3. You can also review and extend your auction's scheduled close date and time. You cannot enable or modify AutoExtend settings for an auction that is in a preview period or has closed for bidding. 2. click Apply. you can still enable AutoExtend (if not enabled initially) or modify your initial AutoExtend settings after the auction opens for bidding if you selected "Allow manual extend when negotiation is open" while setting the bid controls. 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. However. Under Your Negotiations at a Glance on the Negotiations Home page.3.12 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. Once you have made your changed. select the Extend Auction option from the Actions menu and click Go. you can change the number of times that the auction can AutoExtend. You cannot enable or modify AutoExtend settings for an auction that is in a preview period or has closed for bidding. On the negotiation summary page. you can change the number of times that the auction can AutoExtend. but you cannot change any other AutoExtend settings. 2. but you cannot change any other AutoExtend settings.

For example. Responses from these suppliers are no longer considered as viable for award decisions. you will see all the responses from the last round. Once you have made your changed.You must remove the supplier from the list by changing its status. On the Extend Auction page. You can modify the following AutoExtend options: o o o o Lines you want to AutoExtend (AutoExtend all lines. Under Your Negotiations at a Glance on the Negotiations Home page. Note: Once the negotiation is closed.3. click the number for the negotiation whose AutoExtend values you wish to change. On the negotiation summary page. Close the negotiation if it is not already closed. select Award by Quote/Award by Bid from the Actions menu. 2. select the suppliers and click Change Shortlist Status. To change a supplier's shortlist status: 1. You do this by removing these suppliers from the short list.13 What is shortlisting and how do I use it? Shortlisting is a way to divide suppliers who have provided responses to a negotiation into two groups after response analysis. On the Negotiations Home page. On the Award by Quote/Award by Bid page. On the negotiation summary page. 3. If you choose to shortlist any suppliers. search for and select the negotiation. 4. you will not be able to award them any business. 2. 3. and you are making your award decisions. Page 116/209 . review your current AutoExtend settings (if any). click Apply. 2. or upon receipt of a new winning bid) 4.Oracle Sourcing Help To change your auction's AutoExtend settings: 1. you may wish to eliminate certain suppliers whose offers were not acceptable. after the analysis of a first round of responding in a multi-round negotiation. All suppliers who participated in your negotiation are initially included in the shortlist. Their response information is displayed only for comparison and analysis. 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. The second group includes suppliers whose responses are unacceptable and whose further responses will be ignored for awards. The first group consists of suppliers whose responses fall within an acceptable range and can be considered candidates for awards. select the Extend Auction option from the Actions menu and click Go. You can also review and extend your auction's scheduled close date and time. and click Go.

You can add new members and/or delete existing members.Select Start New Round from the Actions menu and click Go. You must either wait until the negotiation reaches its close date and time. 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). On the Negotiations Home page. Possible Collaboration Team Changes You can change the makeup of the collaboration team working on this negotiation. If the negotiation you're looking for is not displayed under Your Negotiations at a Glance.Oracle Sourcing Help Note: If you choose to download your responses into a spreadsheet and make your award decisions there. To initiate a new round of responding: You can only initiate a new round of responding after the current round has closed. click the Number link for the negotiation you wish to see. RFQ. 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.14 How do I initiate a new round of responding? After your RFI. you have the option of downloading only responses from shortlisted suppliers. none of the previous responses submitted are available for awarding. You can also enter search values in the Search Negotiations fields to search for a negotiation. or auction has closed. After the RFI. update your negotiation's header details as appropriate (*indicates a field that must be entered prior to the new responding round). RFQ. From the Results: Negotiations display. select a negotiation by clicking its Number link under the Your Negotiations at a Glance section. After you initiate a new round of responding. you can initiate a new round of responding from the negotiations summary page: 1. or auction has closed. 3. . You can Page 117/209 . 2. On the Create New Round: Header page. 2.3. or you must manually close it early. Possible Description Modifications *Title/Style You can give your negotiation a new name and change the negotiation style.

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

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

To close your negotiation early: 1. or the items are no longer needed. If you do not see the negotiation.15 How do I close a negotiation before its scheduled close date and time? You can close a negotiation early only if you set your response controls to allow a manual close. If desired. On the Cancel page.Oracle Sourcing Help 2. On the Close Early page. 4.3. 4. the responses to your negotiation do not meet your needs. Page 120/209 . 3.16 How do I cancel a negotiation? Sometimes. if no preview date/time was specified) and before the close date/time. you can enter a text note to participants explaining why you are canceling the negotiation. select the Close Early option from the Actions menu and click Go. you may wish to simply cancel the negotiation. 2. Also the line requirements have changed. Click Apply. Note that you cannot manually close an auction after its first AutoExtension has been triggered. click the negotiation number for the negotiation you wish to cancel. Click Apply. This update is called an amendment. 3.17 How do I create an amendment to a negotiation? After publishing a negotiation. click Full List. there may have been too few responses. This note is included in the notification that will be sent. enter the new date and time you want to close the negotiation or choose to close it immediately. In any of these cases. 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. 2. enter a note to your suppliers. or the terms of the responses are not acceptable. click the negotiation number for the negotiation you wish to close. 2. On the negotiation summary page. the buyer can update information defined in the document if necessary. 5. 2.3. select the Cancel RFQ/Cancel Auction option from the Actions menu and click Go. The system notifies all the invitees and participants of the cancellation. Under the Your Negotiations at a Glance section of the Negotiations Home page. For example. On the negotiation summary page. 1. Under the Your Negotiations at a Glance section of the Negotiations Home page.3. Amendments can be created anytime after the preview date/time (or open date/time.

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

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

click the Update icon. click the entry in the Deliverable Name column. If Oracle Procurement Contracts is installed and licensed. Navigate to the summary page for the negotiation 2. o o o To see information on the deliverable. You can easily view the status of all your deliverables. 5. This allows you to quickly pinpoint any negotiations that are at risk because a deliverable has not been provided.Oracle Sourcing Help To view the approval status of a negotiation: 1. you may have many negotiations in progress. click Apply. a detailed project plan. See the Alert column for important information on the deliverable's status. enter enough search values to restrict the results to the deliverable(s) in which you are interested. For example. On the Manage Deliverables page. you can create and manage deliverables for your negotiations. When you are finished updating the deliverable information. click the entry in the Document Number column. Click "Deliverables" under Manage in the Quick Links section of the Negotiations Home page. 4. To view and update your deliverables: 1.3. Page 123/209 . or add a new attachment. 2. On the Update Deliverable page. Select View Award Approval History from the Actions menu. 3. When results are displayed. 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. To update the information on a deliverable. a buyer may ask a supplier to provide copies of personnel certification.20 How do I manage deliverables I have assigned to a negotiation? Deliverables are additional requirements which must be provided by a supplier as part of the negotiation process. To see information on the negotiation to which the deliverable is assigned. 2. some of which will require deliverables. At any point in time. Modify or delete an existing attachment. The Award Approval History page shows who has approved your award recommendation and the approvals remaining in the approval chain. scroll if necessary to find your deliverable. or delivery schedule before the buyer will consider finalizing a contract with that supplier.

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

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

Oracle Sourcing Help Page 126/209 .

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

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

you first define the header attributes including weights and maximum scores during the creation of the negotiation. 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. weighting is implied in the maximum score for each attribute. you can enter a subjective score for the header attributes. you should also download the Instructions file. you can also specify whether the supplier can see the scoring criteria.Oracle Sourcing Help of responses and want to compare them offline. 5. 4. You can use an Excel spreadsheet file or a text spreadsheet file. Using subjective scoring. upload your awards into the system. Page 129/209 . Open the file and complete it according to the directions in the Instruction file. select Export Quotes/Bids from the Action menu. To download responses: 1. You can download bids whether the negotiation is open or closed. Once a response is received. 6. With this method. click the negotiation number for the negotiation to access the Negotiation Summary page. you can manually score the responses you receive for a negotiation. Save the file to a convenient location. Save the file. 3. To enter straight scores. On the Export Quotes/Bids to Spreadsheet page. 2. If you have never used spreadsheet files before. During this process. 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. After you have completed your award decisions. From the Your Negotiations at a Glance section. On the Negotiation Summary page. you enter a number (up to the defined maximum) for each attribute score. These attribute scores are then added up and the total is the total score for that response. select the type of spreadsheet you wish to down load.6 How do I manually score header attributes? Using header attributes. 2.4. How is a response's score calculated? There are two ways to define header attributes depending on how you wish scores for the response to be calculated. You can enter straight scores for an 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

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

Page 135/209 . 2. Locate the negotiation whose business you have awarded (note that from the Negotiations Home page. there is a triangular +/.icon in the Details column. On the Award Summary page. This information is stored and can be viewed even after you have closed. 3. These negotiations could be taken to a subsequent round of responding or could have their award process initiated.11 Can I see information on my negotiations once I have completed awarding them? In many situations. 2. On the negotiation summary page. it can be helpful to review award decisions you have made in the past. o Closed Negotiations which have been closed. To see prior award information: 1. o Completed The award process is completed and a purchase order has been requested or a purchase order has not been requested. awarded and completed the negotiation. 1.4. From the list of search results. select one of the following Status values and click Go. you can use the subtabs to toggle between the Supplier and the Line views. Click the link in the Number column for the negotiation. click the number link for the negotiation to see the details. 4. For each entry in the table. select Award Summary from the Actions menu and click Go. 3. Use the Search Negotiations fields at the top of the Negotiations Home page to perform an Advanced Search. Use this icon to show or hide the detail information for that entry. 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).Oracle Sourcing Help To display the Award Summary page: To use the Award Summary page. 2. On the Negotiations Search page. o Create Order Negotiations for which the allocation process is in progress or for which the purchase order creation process has been initiated. you must have closed the negotiation and made some award decisions. you can do an advanced search looking for negotiations with a status of Award).

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

you can award business to selected suppliers and subsequently initiate the purchase order/contract creation. Document or Shipment Supplier can accept the document or individual lines. contract binding provides the ability to require both the supplier and the buyer to sign off on the details of a purchase order before it can be executed. you are sent a notification requesting your acceptance as well. Document and Signature You and the supplier must sign the document to indicate acceptance. This option uses Workflow notifications to obtain signatures online. In most cases when specifying a search value. use the search tips below. If you require acceptance. A notification is sent to the supplier requesting a signature to indicate acceptance after the purchase order is approved by any internal approvers. or finding reusable invitation lists to apply when creating a negotiation. Page 137/209 .4.Oracle Sourcing Help 2. Some examples include searching for negotiations in which to participate. Document Only Suppliers are required to accept the entire document. 2. Once both you and the supplier have accepted the purchase document. you can use the wild card (%) as necessary The search process varies depending on what you are searching for. To save time and perform accurate searches. 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. You can optionally indicate whether acceptance is required for the resulting purchase order document. it is ready for execution.5.5 2. Once the negotiation is closed for responses.13 What is contract binding? If Oracle Procurement Contracts is implemented. you have the choice of four levels: None No acceptance is required. When you are creating the purchase order document. you can require that the supplier sign and accept the 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.

click Advanced Search. Enter search values for as many search fields needed to qualify your search. enter a value for the search criteria in the Search Negotiations fields at the top of the Negotiations Home page. you can click the negotiation number link to go to the negotiation summary page to see details of the negotiation.1.Oracle Sourcing Help 2. You can select one of two search methods: simple and advanced. specify a search value and click Go. From the Your Negotiations at a Glance display. These include number. you select one of the criteria mentioned above from the drop down menu. A common task is monitoring and administering all these different negotiations. All these negotiations can be viewed and accessed from the Your Negotiations at a Glance section of the Negotiations Home page. To perform a search. status.5. you may have several negotiations that are in different states. 2.2 Searching for all negotiations to which you have access: In addition to the negotiations you own. title. For some fields you select menu options. One may still be in its preview period. security level. and task number. style. click Full List. You can use any combination of these search criteria to reduce the number of results you receive. The Your Negotiations at a Glance display shows all negotiations you created in order of time left before their close date/time. You can click the responses link to go to the History page where you can see the details of any responses. For others you enter values. on the Negotiations Home page.5. Page 138/209 . and a last closed and being awarded. you enter search values for multiple search fields. When using the simple search method. When using the advanced search. another open and being responded to. These include those mentioned above as well as type. or supplier. Note that the display shows only a limited number of negotiations. To see the complete list of negotiations you created. To perform a simple search.1. item. 1. supply a search value. and click Go. creator. event. project number. item category. To perform an advanced search. 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. select the type of search from the "Search Negotiations" menu.1 Searching for your negotiations in which you are participating: At any point in time.

On the Manage Draft Negotiations page. you can send invitation notifications to particular suppliers inviting them to participate in the negotiation. the Supplier Master. Scroll through the Results display until you see the target draft. approved or new). Click "Responses" to go to the negotiation History page where you can see information on current responses. You will also search for suppliers to add them to reusable invitation lists and/or negotiation templates. as well as information provided by the supplier company itself. If the draft is locked. You can search both the Approved Supplier List and the Supplier Master at the same time. Click Edit to update the draft. 2. 2. 2. You can identify the suppliers you wish to notify by searching information in the Approved Supplier List. To search for and manage a draft negotiation: 1. When you are finished. o o On the Search and Select: Suppliers page Page 139/209 . o You can search the Approved Supplier List to identify suppliers who sell a particular item or commodity. 4. and click Go. select a search type from the menu. 2. 5. you can use % as a wildcard.1. negotiation title. You can search the Supplier Master to identify suppliers who meet certain criteria. for example. You can use % as a wild card value 3.1.5. click Go. Click Review and Submit to publish the draft. You can search on negotiation number. negotiation creator. Enter your search values.4 Searching for suppliers: When creating a negotiation.Oracle Sourcing Help When entering values. click Unlock to access it. Scroll through the Results: Negotiations display until you find the correct negotiation. minority-owned or small business. Click the Number link to go to the negotiation summary page where you can see information on the negotiation. Click the Manage quick link under Drafts on the Negotiations Home page. You can also search the Approved Supplier list for suppliers of a particular status (for example. Select the draft and continue processing.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. and proximity to open date (specified as the number of days outstanding).5.

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

In some cases. If you do not know the beginning of the name. a search on br% returns only Brussels.5.1. there are many predefined lists which you can apply to your negotiation to save time and standardize your sourcing practices. The search value can be an address name. The system performs a begins with search using any search values you entered. you can search for all price element lists that contain a particular price element.5. many attributes default according to the organization you select. you may need to change the default to a different address. 2. The Search Results display shows all addresses that matched your search criteria. use a wildcard. a search on b% returns both Beijing and Brussels. a partial name. 2. From the Search Results display. however. you can search using multiple criteria. enter a search value in the Search field and click Go. For example.1. 3.6 Searching for addresses: While creating negotiations. %. On the negotiation creation page. you can search for all lists that contain a particular list entry. For example. You are returned to the negotiation creation page with your new address appearing in the address field. or the search wildcard. Enter as many search values as required to efficiently qualify your search. Page 141/209 . To search and apply a list: 1. To search for and select a different address: 1. such as the percent sign (%).Oracle Sourcing Help 2. Find the correct address and click Select. 2. This includes addresses such as Bill-To and Ship-To. click the link to apply a predefined list. Click Go. On the Search and Select page. a search on %Boston might return North Boston as a billing address. Such lists include lists of item attributes or price elements. Click the flashlight icon next to the address field. select the list and click the appropriate links or buttons to process the list if necessary and to apply it to your negotiation. most lists allow you to search by the list name and/or words in the list description. For each list. 3.7 Searching for lists When creating a negotiation. For example. Additionally.

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

1. See "How do I export report data to a spreadsheet?" 4. You can view the reports online. If Current Price is not available.Oracle Sourcing Help 4.type (bid or quote). To run the Awards by Supplier report. 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. Page 143/209 . Sourcing Buyer Intelligence Reports 4. savings is zero.1. 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. For each supplier. Amounts do not include lines where award quantity and award amount are unspecified. You can use Sourcing Intelligence to: Track trends of purchases over time.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).1. Sourcing Intelligence promotes the increased efficiency by enabling visibility and analysis of system transactions. the report shows the total amount generated by each sourcing transaction.1 Introduction to Sourcing Intelligence What is Sourcing Intelligence? Sourcing Intelligence provides all the analytic and transactional reporting for your Sourcing application. 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.2.1 4.2 What are the Sourcing Intelligence reports I can generate? You can generate any of the following Sourcing Intelligence reports: 4. View summary reports that allow additional details. Identify potential savings opportunities. 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 sort the report by clicking on the any of the underlined column headings. Identify negotiation opportunities.

3.1.1.2. Note the following when generating and evaluating report information: When entering a category search parameter.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. select Standard Purchase Order. see. If Current Price is not available.2.2 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.1) report for the items listed. Blanket Purchase Agreement. the report reflects only the system-hosted catalog item categories. Once you have generated a Savings by Category report. savings is zero. You can view the supporting awarded bid by clicking the Auction number or Bid number. see "How do I run the reports?" Note: For the Auction Outcome report parameter. To run the Savings by Category report.2. you can generate a Savings by Item (Section 7.3 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. Any report displaying calculated amounts do not include any RFI amounts.1.Oracle Sourcing Help 4. Any report displaying calculated amounts does not include any RFI amounts. Section 4. To run the Awarded Bids Detail report. Amounts do not include lines where award quantity and award amount are unspedified.1. with the category with the highest productive award appearing first. 4. Amounts do not include lines where award quantity and award amount are unspecified. the report reflects only the system-hosted catalog item categories. The report is sorted by category. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. Page 144/209 . or All Outcomes.

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

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

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

Blanket Purchase Agreement. you can generate a Savings by Item report for the items listed. with the category with the highest productive award appearing first. the report reflects only the system-hosted catalog item categories. You can view the supporting awarded bid by clicking the Auction number or Bid number. Note the following when generating and evaluating report information: When entering a category search parameter. Any report displaying calculated amounts do not include any RFI amounts. see "How do I run the reports?" Note: For the Auction Outcome report parameter. savings is zero.2.2 What is the Savings by Category report? The Savings by Category report displays your total savings broken down by item category.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. Any report displaying calculated amounts do not include any RFI amounts. savings is zero. Amounts do not include lines where award quantity and award amount are unspecified. 4. Amounts do not include lines where award quantity and award amount are unspecified. select Standard Purchase Order. Once you have generated a Savings by Category report. 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. or All Outcomes. see "How do I run the reports?" Notes: Note the following when generating and evaluating report information: o o o o When entering a category search parameter. To run the Awarded Bids Detail report. The report is sorted by category. Page 148/209 . To run the Savings by Category report. Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity. 4.2.3 What is the Awarded Bids Detail report? The Awarded Bids Detail report displays detailed information about auctions for which business has been awarded. If Current Price is not available. the report reflects only the system-hosted catalog item categories.

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

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

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

price elements. shipping and billing information. This includes such information as the time the negotiation.6 “How do I submit a response online”). 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. or price breaks associated with it. If the item has attributes.1 “How do I access negotiations”). or quote). Find a negotiation in which to participate (See Section 2.1. 2. Page 152/209 . (See Section 5. Monitor the action in the negotiation in which you are participating. Attachments can be viewed by clicking the paperclip icon.2. click the negotiation number to access the Negotiation Summary page for the negotiation in which you are interested.1 “How do I monitor negotiations to which I've responded”).4. detailed item information. pricing. use the Search Negotiations fields to access the Active Negotiations page. Under Open Invitations. you can view information on the item attributes by clicking the "View" link under the Details column. 5. 2. To respond to a negotiation you must: 1. The Notes and Attachments section displays any text messages from the buyer and any attached files. Alternatively.3 How do I respond to a negotiation? Suppliers can respond to public negotiations and private negotiations to which they have been invited.4 How do I view the details of a negotiation before placing a response? 1.1.Oracle Sourcing Help Creating and managing sourcing events Updating profile information Viewing award decisions Updating profile information 5. The Negotiation Summary page displays all the current information for this negotiation. 3. Click the negotiation number to access the Negotiation Summary page. the response controls.1. (See section 5. Submit your response (bid.

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

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

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

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

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

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

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

the system will continue to automatically rebid (by the proxy bid decrement amount you specify) until your proxy minimum bid price is met. Discontinue bidding on the item Page 160/209 .75.300 on your behalf. To submit a proxy bid for any auction item. for example. You can also change the proxy bid minimum amounts. Note: After you have submitted your proxy minimum bid amount. you cannot change this amount unless the minimum amount is met in the auction bidding or you cancel the proxy bidding on the item. then enter a proxy minimum bid only for those items on which you want to proxy bid. If the bidding on an auction item in which your proxy bidding drops below your proxy bid minimum amount.400 bid is subsequently submitted. Proxy Minimum Bid You must enter the lowest price you are willing to proxy bid for any auction item. For example. Bid manually on the itemContinue bidding on the item by submitting bids manually. you can cancel your proxy bid and submit a new bid with the updated proxy information. you can enter your proxy bid information in the appropriate fields on the Create Bid page. Proxy Bid Decrement You must enter the exact amount by which you want each of your proxy bids to decrease. automatic proxy bidding is discontinued. and a $3. you can proxy bid on all or selected items.500 bid in an auction with a proxy bid decrement amount of $100. Then submit the bid as normal. you must provide the following information: Note: If at any time you wish to change your proxy bid information. You cannot enter different proxy bid decrement amounts for each item. You can change your proxy bid decrement if all items on the bid do not have proxy enabled. 10.Oracle Sourcing Help To activate proxy bidding: When you place a bid on an auction. 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). not your own current bid. the system will automatically submit a proxy bid of $3. Your proxy bid decrement amount will be applied to the current winning bid in the auction. When bidding on an auction that contains more than one item. Whenever your bid price is exceeded by a competing bid price. You can then do any of the following: Enable another round of proxy bidding for the item Enter new proxy bid information. Enter your proxy bid decrement amount. Use numbers. if you have submitted a $3.

continue entering your new bid information (including new proxy specifications if desired).Oracle Sourcing Help 5. proxy bidding in suspended. 2. Once you have placed a bid using proxy bidding. Select the items for which you wish to disable proxy bidding. The bidder specifies the amount of the price decrement (expressed as a percentage or a flat price reduction) and the minimum price to offer. Once enabled. At this point. click the Response number link. 3. To continue placing a new bid. it can be allowed to run to conclusion. the bidder may wish to update the non-price related information to improve the price to total score ratio. all of your bids (losing and winning) in an auction are improved by the percentage you enter in the Power Bid field.1. and click Cancel All Proxies. the system will continue to rebid at lower prices until the bidder's minimum bid price is reached. you can monitor its progress by locating the negotiation number under Your Active and Draft Responses section of the Negotiations Home page. Page 161/209 . To cancel proxy bidding. click Cancel Proxy at the bottom of the page. Usually. Power bidding cannot be used if any of the auction items contain price elements. However. this happens when the bidder needs to update bid information. The Cancel Proxy Bidding page shows all line items for which you have proxy bidding enabled. To view the details of your current bid. 5.12 What is power bid? Power bid allows you to expedite your rebidding when you have bid on several items in the same auction. When you use power bid. Cancelling proxy bidding In most cases. In both these cases. the bidder may wish to halt the proxy bidding to update bid information. 1. Or in a multiattribute weighted negotiation. the promise date offered by the bidder may need to be updated due to unforeseen situations at the time the proxy was begun. On the Rebid page.11 How do I turn off proxy bidding? Proxy bidding allows a bidder to have the system automatically rebid whenever a competing bid is received. click Create Bid. For example. there may be certain instances in which the bidder needs to end proxy bidding early. once proxy bidding has been initiated. When the Rebid page appears.1. Click Create Bid to create a new bid. 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.

You can then enter a new power bid percentage and click Go to revise your power bid. select Create Quote/Bid from the Action menu and click Go. From the negotiation summary page. 5. 3. 4. Bulk loading is also useful if you respond to similar negotiations that occur repeatedly.1. you may want to look at responses that have already been submitted (not viewable in blind or sealed auctions or in RFQs). To download a spreadsheet and prepare your bid or quote offline: 1. your bid status does not change yet. Save the file. Because you are only previewing your power bids.25. On the Quote/Bid by Spreadsheet page.Oracle Sourcing Help To use power bid: 1. click Clear Changes.13 How do I download a spreadsheet and respond offline? Importing your responses using a spreadsheet is helpful if there are many lines in a large negotiation. Your bid prices so not take effect until you click Submit Bid. Enter numbers. Save the spreadsheet file to a convenient location. You can create the spreadsheet once and then make only the modifications necessary for a particular negotiation. Access the open negotiation to which you wish to respond. enter the power bid percentage by which you want to decrease each of your bids in the auction. As you prepare to respond. click Submit Bid and review the details of your bid. After you have located a negotiation on which to bid. When you are satisfied with your power bid prices. The recalculated price appears in the Price field. 2. If you want to return to your original bid prices. then click History to review responses. 6. 7. Open the spreadsheet file and complete according to the instructions in the Read Me file included in the zip. even if your new bid price exceeds the current best bid for any auction item. 4. 5. Page 162/209 . Click Recalculate to preview your power bid prices. On the Create Bid page. You can download an Excel spreadsheet or a text spreadsheet. Access the auction on which you want to rebid. 5. Navigate back to the Quote/Bid by Spreadsheet page. 2. 3. click the negotiation number and review the negotiation's details and lines. for example. select the type of file(s) you wish to download.

or the invitation lists. check your response information. Quote/Bid controls. Access the negotiation on which you wish to rebid. On the Review Quote/Bid page. 3. notifications are sent to the original and any newly added participants. Once you have displayed the new negotiation. The Multi-Round Modifications Summary page shows you negotiation information that has been updated since the previous round. 4.Oracle Sourcing Help 7. you can respond with your new Quote/Bid. 2. On the negotiation Details page. The Bid Confirmation/Quote Confirmation page displays your bid number. After you have located the negotiation in which you wish to participate. You respond to a second-round negotiation the same way as to the initial negotiation. your prior response is carried over to the new round. If the item is unchanged from the previous round. click Create Quote/Bid. The system will validate the response information you entered in your spreadsheet. If you need to make changes. 9.1. If the negotiation is an RFQ. Verify the details of your quote or bid. Browse to the location where you saved your spreadsheet file. the initial round might have been simply for information gathering purposes.15 How do I respond to a negotiation that has gone to an additional round of responding? A buyer can decide to close an active negotiation and restart it. Click Submit. There are several reasons why this might happen. enter your new bid information and click Continue.1. 8.14 How do I rebid on an RFQ or auction? 1. Once the buyer has published the updated RFQ/Auction. Click the response link to access the Details page. On the Rebid/Requote page. you will need to respond to that item again. Click Import. click Submit. After you have analyzed the updated negotiation information. use your Back button. or the buyer may decide to change negotiation criteria such as terms and conditions. If the buyer has updated an item for the new round. 5. If correct. you can continue placing your re Page 163/209 . you can easily identify the updated information by clicking View New Round Summary. 5.

Review the negotiation's terms and conditions. When you respond to such a negotiation. 1. the next time you access the system the status of your initial response will have been changed to Resubmission Required in the Your Active and Draft Responses section of the Negotiations Home page. review the document information. You are informed that the negotiation has amendments and are prompted to acknowledge them. the buyer may need to update some of the information defined in the sourcing document. Such updates are called amendments. you can continue to respond to the negotiation normally. 4.17 How do I respond to an amendment to a sourcing document? After publishing a negotiation. then continue entering your response. Select the negotiation and click Respond. 5.16 Why would a negotiation have special terms and conditions? Your buying company can include customized terms and conditions that govern its negotiations. Search for the negotiation. you must review and acknowledge the amendments and place a new response. you must review and acknowledge each one. To respond to a negotiation that was amended after your first response: 1. If you placed a response before the amendment was made.1. these terms and conditions are presented before you enter the details of your response. 3. click Accept. Once a document has been amended. click Cancel.Oracle Sourcing Help 5. To be eligible for an award decision. If you do not accept the negotiation's terms and conditions. To respond to a negotiation that was amended before your first response: If the amendment was made prior to your first access. click the checkbox and then click Acknowledge. you must have reviewed all the amendments and placed a response to the latest one. If there are multiple amendments. 6. 2. Page 164/209 . You will not be allowed to enter a response in the negotiation. you will only be able to respond to the amended version. On the Acknowledge Amendment page. Once you have acknowledged all the amendments.1. 5. Click Yes.

Once you have completed the tasks outlined in the deliverable. you respond to the deliverable and update its status. there may be deliverables to which you must respond. Review the information. or click the Review Changes icon to see what information changed between a version and its prior version. 3.18 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. Click the suffixed number links to see the different versions of the sourcing document. you are presented the first amendment. Click Acknowledge. The negotiation summary page shows the original version of the negotiation. If Oracle Procurement Contracts is implemented by the buying organization. 2. The amended versions are suffixed with an incrementing counter. Click the Update icon. You use the Create Response page to enter your response to the buyer's negotiation. 7. 9. you must acknowledge that you have viewed the amendment and placed a new response. Click the negotiation number link to view the original negotiation and its updates. 1. 4. You are presented any additional amendments. The Amendment History page has entries for the original negotiation and any subsequently amended versions. Each deliverable has a due date. This includes responses to any contract terms the buyer has defined. 8. If there are deliverables. You can toggle between the current version and its prior version using the buttons. which you must review and acknowledge. Contract terms are displayed in the Contract Terms section of the page. Page 165/209 .Oracle Sourcing Help 2. To be considered for an award decision.1. the due date for completion of that deliverable has passed and that deliverable is late. and you must respond to these deliverables before their dates expire. Click Acknowledge Amendment. The currently active version has the highest number and is the first entry in the table. If there is an exclamation point icon in the Alert column. If there is an X icon in the Alert column. and then click the checkbox acknowledging you have reviewed the amendment. 5. the responsible party failed to perform the deliverable. On the Acknowledge Amendment page. The Review Changes page identifies the information that has changed. 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. you can place a new response on the negotiation. 5. they will be listed in the Deliverables section. Click "View Amendment History" to see the changes made to the original negotiation. 6. Once you have acknowledged all the amendments.

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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Oracle Sourcing Help

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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participants can communicate with each other by entering into an ongoing conversation called an online discussion.2. if any. 5. Your Response Number The number you assigned your response. Response Price The price at which you offered to sell the item.Oracle Sourcing Help 5. or Buyer's Auction Item Description Description of the negotiation item. Page 170/209 . 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.2.7 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. Negotiation Number The number assigned the negotiation by the system.| Type The type of negotiation: RFQ. Once a negotiation has been published. The Rejected Items page shows: Response Number The number assigned to your response by the system. Promise Date The date by which you promised to deliver the item. Response Quantity The number of item units you offered to sell the buyer.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.

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

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

If you cannot see all your negotiations.Oracle Sourcing Help To cancel proxy bidding. the clauses and deliverables are printed as well. click Create Bid. click the Response number link. search for the negotiation you wish to print. On the negotiation summary page. or save it to a location on your machine and review the document there. 2. Government organizations in particular present solicitation packages according to a unified format. When the prompt box appears. 4. 1. Select the items for which you wish to disable proxy bidding. Access the negotiation by clicking its negotiation link. and click Cancel All Proxies. On the Rebid page. If Oracle Procurement Contracts is implemented and the sourcing document has contract terms attached to it. When the Rebid page appears. On the Negotiations Homepage. mail or email. Responders should be able to complete negotiation documents and return the results by FAX. 3. click Cancel Proxy at the bottom of the page. open and inspect the print directly. current prices. Page 173/209 . or names of invited suppliers. 2. The Cancel Proxy Bidding page shows all line items for which you have proxy bidding enabled. continue entering your new bid information (including new proxy specifications if desired). The printed version of the negotiation is appropriate for public display since it excludes all internal data such as internal attributes. The printed version also does not include any price elements defined to the negotiation. To print a negotiation (for buyers): 1. you can monitor its progress by locating the negotiation number under Your Active and Draft Responses section of the Negotiations Home page.2. To continue placing a new bid. Click Create Bid to create a new bid. select Print Document from the Actions menu 3. The Cancel Proxy Bidding page redisplays without the line item(s) for which you just disabled proxy bidding (you can choose to retain proxy bidding on some line items but not others). Buyers need the capability to download and print a negotiation for offline review. To view the details of your current bid. Once you have placed a bid using proxy bidding. 5. click Full List.9 How do I print information on my negotiation? Much business communication today is carried and managed offline. These negotiations are listed under the Your Negotiations at a Glance section.

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

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

Oracle Sourcing Help

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

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

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

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

5.3 Searching
5.3.1 How do I search for negotiations?

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

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

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

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

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

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

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

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

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

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

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

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and apply only when you have selected "blanket purchase agreement" as the auction outcome. buttons. or if your upload does not complete. try placing the file in a WinZip file to reduce the file size or using a faster connection to the system. the steps you performed that led to the problem.Oracle Sourcing Help 6. Then contact your system administrator. Users who are associated with this responsibility can access and perform specific features. Note: Depending on how the system is set up. or other feature. task bar option. If you still cannot determine the cause of an error or failure. or task bar options? All system features are controlled by function security and your userid. or multibyte languages (such as Chinese). If you receive a Task Access Restriction message.2 Glossary A Agreement Terms (Blanket Purchase Agreement only) Agreement terms are optional. and (for bulk load jobs only) the job number. the connection. button. links. link.6 What if I have problems uploading files? Check the online Help about errors or failures. Function security means that features can be used only by users who are allowed access to the features. If the feature in which you are uploading allows.1. Your system administrator controls function security by creating a Responsibility consisting of different functions. Total Agreement Amount Page 180/209 .4 Why can't I access some pages. note the error text if any. or if you cannot view or access a specific page. 6. you should contact your system administrator to request additional function assignments. If you are using a slow dial-up connection. 6.5 Whom should I contact about technical difficulties? If you experience technical difficulties with this system you should contact your system administrator.1.1. particularly for large files. may time out before the system receives the file. 6. Your Sourcing responsibility assignments determine which features you can use. Agreement Start Date/Agreement End Date The period during which the blanket purchase agreement is effective. some browsers will not upload files or browse directories whose names contain language-specific marks such as accents or umlauts.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

to the disabled community. 6. and contains markup to facilitate access by the disabled community. however.3 Documentation Accessibility Our goal is to make Oracle products.3.Oracle Sourcing Help 6. Oracle neither evaluates nor makes any representations regarding the accessibility of these Web sites. with good usability. a Windows screen reader. our documentation includes features that make information available to users of assistive technology. 6.4 Product Integration and Licensing This documentation includes information about many features of Oracle Applications other than this product. 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.oracle. visit the Oracle Accessibility Program Web site at: http://www. may not always correctly read the code examples in this document. Page 195/209 .1 Accessibility of Code Examples in Documentation JAWS. and must be fully installed to take advantage of their features. To that end. services.2 Accessibility of Links to External Web Sites in Documentation This documentation may contain links to Web sites of other companies or organizations that Oracle does not own or control. Standards will continue to evolve over time. 6. JAWS may not always read a line of text that consists solely of a bracket or brace.com/accessibility/. For additional information. These other Oracle Applications may require separate licenses. This documentation is available in HTML format. and supporting documentation accessible. The conventions for writing code require that closing braces should appear on an otherwise empty line.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. You can sort the report by clicking on the any of the underlined column headings To run the Awards by Supplier report. the report shows the total amount generated by each sourcing transaction. Copyright 2000 Three D Graphics. see Section 4. Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity.3. Appendix 7. Inc. Amounts do not include lines where award quantity and award amount are unspedified. savings is zero.1.1 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).1.type (bid or quote). For each supplier. as well as the total amount awarded to this supplier. Page 196/209 .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. If Current Price is not available. 7.Oracle Sourcing Help 7. Inc.

Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. 7. savings is zero. To run the Awarded Bids Detail report. savings is zero. the report reflects only the system-hosted catalog item categories. If Current Price is not available.3 What is the Awarded Bids Detail report? The Awarded Bids Detail report displays detailed information about auctions for which business has been awarded. select Standard Purchase Order. For each supplier. Amounts do not include lines where award quantity and award amount are unspecified. or All Outcomes. see "How do I run the reports?" Note: For the Auction Outcome report parameter.2 What is the Savings by Item report? Once you have the Savings by Category report generated.1.1. Note the following when generating and evaluating report information: When entering a category search parameter. the report reflects only the system-hosted catalog item categories. Any report displaying calculated amounts do not include any RFI amounts. To run the Savings by Item report. the report shows the total amount paid to this supplier. Amounts do not include lines where award quantity and award amount are unspedified. you can further drill down into the categories and display how much you have generated by item within that category. If Current Price is not available. Any report displaying calculated amounts do not include any RFI amounts. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. Blanket Purchase Agreement. You click the category to obtain a list of items within that category and how much revenue you have received off that item.Oracle Sourcing Help 7. 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. Page 197/209 . You can view the supporting awarded bid by clicking the Auction number or Bid number.

Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. To run the Awarded Quotes report. the report reflects only the system-hosted catalog item categories. Any report displaying calculated amounts do not include any RFI amounts.4 What is the Awarded Quotes report? The Awarded Quotes report displays information about the selected RFQs that have been awarded in the system. On the Reusable Attribute Lists page. or All Outcomes. If you include an attribute list in a negotiation template. Active lists are available for use by buyers during negotiation creation. If Current Price is not available.2. Page 198/209 . Buyer cannot create inactive lists . You can view individual quote details by clicking the quote number.1. Blanket Purchase Agreement. On the Create Header Atttribute List/Create Line Attribute List page. Note the following when generating and evaluating report information: o o o o When entering a category search parameter. click either Create Header Attribute List or Create Line Attribute List . Click "Attribute" under the Reusable Lists area of Quick Links on the Negotiations Home page .2 Reusable Attribute Lists 7. 7. savings is zero. Amounts do not include lines where award quantity and award amount are unspedified.Oracle Sourcing Help 7. 3. enter a name and description of your list and select a status. Attribute lists are named groups of line attributes (line characteristics) that applies to a line in a negotiation. select Standard Purchase Order. To create an attribute list: 1.1 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. 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). 2. see "How do I run the reports?" Note: For the Auction Outcome report parameter.

See How do I score header attributes? for details on how weighted scores are used. you can choose to also define header attributes. You use this column to weight this attribute in relation to all the other header attributes. Click Submit 7. personnel qualification. it only applies to new attributes.3 What are score settings and how do I use them with header attributes? While defining your negotiation header. Examples of header attributes might be years the supplier has been in business the supplier's business structure (public or private) the supplier's business status (minority or woman owned) Using header attributes allows you to obtain important information on other aspects of a supplier such as past performance. Click Add Another Row and continuing defining attributes until you have finished entering attributes. Display scoring criteria to suppliers Select this checkbox to allow suppliers to see the criteria you will use when scoring their responses. to calculate the value for a supplier's response to this attribute. and financial visibility.3. Knowing such information provides you with a better understanding of the Page 199/209 . 7. Weights are used along with the scores you enter during the analysis phase of the negotiation. You define the following defaults: Enable weights If you click this checkbox. Note: The settings you specify here apply to all header attributes. Weighted scores for all header attributes are added together to give the total score for a response. You can enter a number that represents the highest number that can be entered for any header attribute. Select Scoring Settings above the Attributes table to define the defaults that will be used for your header attributes. If you change the max score. Complete the required attribute fields.Oracle Sourcing Help 4.1 What are header attributes and how do I use them? You can define header attributes that apply at the negotiation level. This is the default value that appears throughout the negotiation for a particular attribute unless you change that attribute's default. a Weight column appears in the Attributes section in addition to the other attribute columns. These attributes often solicit information about the supplier. Default maximum score.

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

The default address is defined in Oracle Purchasing.Oracle Sourcing Help The number of decimal places allowed for per-unit prices entered in the RFx/Auction currency. Click the flashlight icon to browser for other addresses. Click the flashlight icon to browse for other addresses. o Minimum Release Amount *Billing Address Address to which your RFQ/Auction bills should be sent. 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 possible values for your operating unit are defined in Oracle Inventory. nor does it apply to currency amounts such as Bid Total or the bid value of Fixed-Amount price elements. The ISO standards are used automatically by Sourcing. The default address is set in Oracle Purchasing. FOB Page 201/209 . Payment Terms The payment terms for your suppliers. The possible values for your operating unit are defined in Oracle Human Resources. While you can set the precision for unit-prices entered in a non-RFx/Auction currency when you define your currency list. Carrier The freight carrier your supplier should use. The default is set in Oracle Purchasing. You can select any of the addresses defined for your operating unit 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. The possible values are defined in Oracle Payables. 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. Agreement Terms If you select blanket purchase agreement as the negotiation outcome. the precision for amounts is automatically governed by the standards defined by the ISO (International Organization for Standardization). The default is set in Oracle Purchasing.

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

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

8 Can suppliers communicate with each other while a negotiation is in process? This file has been obsolete. enter information for the following fields: Code ." 5. You can change the statue to Inactive to prevent the price element from being added to any negotiations.Oracle Sourcing Help To create a reusable price element: 1. 6. 7. Per-Unit . When you have finished entering. From the Sourcing Welcome page.a fixed amount regardless of the number item units. Please see How do buyers and suppliers communicate while a negotiation is in progress? (See Section 2.how the cost for this price element is determined. click the Auctions or the RFQs tab.a percentage of the final negotiated item price. Click "Create Price Element. 2. Status . 3.4. click Done.this name must be unique within all price element names. Fixed Amount .a text description of the price element Pricing Basis . select the language for which you are defining the price element.9) Page 204/209 .this code must be unique within all price element codes Price Element Name . You return to the Price Elements page. 4.The default status is active. On the Price Elements page. Click "Price Elements" under Auction/RFQ Tools. % of Item Price .a fixed amount for each unit of the item. Description . You can define the same price element to every language installed. On the Create Price Element page.

Add the clauses to a contract template. You can create templates that include both clauses and deliverables. These templates can then be used to default clauses and deliverables on a contract.9. Prior to approval. Non-Standard Clauses Non-standard clauses exist only in business documents. Unless protected. or a standard clause that you edit and make non-standard. you must perform the following steps: 1. A non-standard clause is a clause that you create to add in directly into the business document.1 About Clauses A standard clause is the legal or business language used to author a contract. Page 205/209 . Approve the contract template. at which point the clause becomes a non-standard clause. After you apply the contract template to a business document. or you can leave the clauses in draft form. 7. all the clauses in the contract template automatically become standard clauses in the business document. You can create and modify standard clauses in the Library.Oracle Sourcing Help 7. In order to make standard clauses available to be used in business documents. not in contract templates.2 “About the Contract Terms Library”). Clauses are drafted based on both business and statutory requirements. 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. Standard Clauses A standard clause is a clause defined in the Library (See Appendix 7.9 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.9. the contract template can contain both approved and draft clauses. You can either approve clauses before adding them to the contract template. Apply the contract template to a business document. 3. the text of a standard clause in the business document can be changed. 2.

and supplier name. System variables are also available to be used in defining Contract Expert rules. Templates provide a framework for rapid assembly and creation of contracts. 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. Another key feature of the Library is the ability to establish global standards and enforce these standards enterprise-wise. and Contract Expert rules that can be used to create contracts across the enterprise.9. 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. You can use the Contract Expert feature of Oracle Contracts to create rules that represent the business policies of the organization. In addition to standard clauses and contract templates.2 About Variables Oracle Contracts supports the use of business variables (tokens) in clause text.Oracle Sourcing Help 7.9. contract templates. Clauses can be grouped into sections and stored as reusable contract templates to codify best practices.1. These rules can be applied on a business document to bring in additional clauses based on the information in the business document. which will be automatically substituted with values when the clause is used in a contract. and variables. The Library gives the legal department and business organizations a powerful tool to create reusable clauses. the Library supports the creation and maintenance of a library of folders. customer name. sections. these tokens will be substituted with values from the business document.1 About the Contract Terms Library The Contract Terms Library is the central library of all pre-approved clauses. Organizations can manage clauses and templates centrally in a global organization. 7. Note: The Contract Terms Library is generally referred to as the Library. Page 206/209 . You can embed system variables in the clause text. Local organizations can then use or duplicate these clauses and templates and customize them to meet their own specific local requirements. During authoring. These capabilities provide the foundation for contract process standardization and control across the enterprise.

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

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

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

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