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

..............................................3......10 Can I invite additional suppliers to a negotiation I've already created? ..13 What is shortlisting and how do I use it? ...........9 What are amount based line types....................................................4 Can I create and save sourcing documents without submitting them? .................... 116 2..................................... 98 2.....................................................13 What are global agreements.. 115 2.....2 Using Oracle Services Procurement and Oracle Procurement Contracts.....2................ 88 2..3..................3...................6 How do I download the responses I have received? ............1.. 104 2..........1.........................12 How do security levels work? .......................4.................4....................... 84 2........4... 97 2...3..2 What is a sourcing event? ..........3 Are there any shortcuts available when creating a sourcing document? ..... 96 2.......................... 100 2................................. 108 2......5 2......................2....3.............1 How do I access negotiations? .........1..4...10 How do collaboration teams work? ......3.....................5 How do I create a deliverable and use it in a negotiation document?...........................................3 Monitoring Negotiations............................3...1.....4 What are Your Negotiations at a Glance?.. 105 2.... 99 2.. 112 2............. 117 Page 5/209 2.........1....... 103 2.............9 How do buyers and suppliers communicate while a negotiation is in progress? ..1..........2.. 105 2....................................2 What kind of services can I negotiate for?......................................8 How do I view the backing information for lines AutoCreated from Oracle Purchasing?.1.........2........ 107 2....4. and how do I use them?...1 How do I create a deliverable and use it in a negotiation document?......7 What are price breaks.............. 88 2..........................3 How do I define services related lines?...............4..................11 Who can participate as team members? ...............................4........... 114 2..........................6 How do I copy a sourcing document?................3.....................1.............14 How do I initiate a new round of responding?.......................... 102 2..............2 How do I monitor the negotiations I have created? ...............12 How do I change my auction's AutoExtend settings while the auction is in progress?.....3......................... and how do I use them in my negotiation?......................... 107 2..................... and how do I use them?..11 How do I extend a negotiation that is in progress? .....................................4..5 How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line?.................................................. 98 2....................................3...........................3............................................... 95 2.. 110 2..........7 What are contract terms and conditions..1......... 96 2.......3......... and how do I use them in my negotiation?......................4............... 102 2..... 86 2...........................4.........6 ....4........................... and how do I use them?. 106 2. 109 2.................................3.........1........................ 103 2.........1.............................1..........1.1..............Oracle Sourcing Help How do I use price elements? .....4 Additional Creation Topics ............ 84 What are Reusable Price Element Lists.........1............................... 93 2....................3..............3 How do I respond on behalf of suppliers without Internet access?............4.......1.......................................................................... 114 2.............................................3...................3............... 106 2................................4............1 What are some negotiations strategies I can use? .8 What are price breaks.............3......1......... 92 2..........................................4 What are contract terms and conditions........................................................ and how are they used? .... 100 2........................... 91 2...... and how do I create and use them? .............7 How do I analyze the responses I have received?...............

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

..10 How do I respond to an amendment to a sourcing document? ......... 164 5................................................................1 How do I access negotiations? ..1...........2.......2....1... Additional Information......1....2.............................................1............1....................5 What information is contained on the Awarded Items page? .......................................1.........................................................................3 What is the Awarded Bids Detail report? ..............................1........................................................................................................7 How do buyers and suppliers communicate while a negotiation is in progress? ....Oracle Sourcing Help 4......2..........................9 What is AutoRefresh? ........ 159 5.......................................................1..3..2 Monitoring Negotiations............................... 167 5......................................... Help for Sourcing Suppliers..............................................4 How do I view the details of a negotiation before placing a response? ..1....2. 167 5....... 150 5.......................2 How do I use Quick Links?........................................................................................................ 173 5..........................2 Can international companies participate? ........4 What is the Awarded Quotes report? .............6 What information is contained on the Rejected Items page?.1..... 177 6.. 174 5........7 How do I view the attachments associated with the negotiation to which I am responding? . 166 5........... 164 5.............................................................1............................ 177 5....... 148 4...................1.......................... 154 5............................................................................................................................................................................ 163 5. 179 6......... 172 5...........................2...............................1.......19 How do I respond to a service-related line?................. 162 5..............................2 How do I use Quick Links?........................12 What is power bid?................................ 178 6...............1...........10 What is proxy bidding and how does it work?..15 How do I respond to a negotiation that has gone to an additional round of responding?....2. 170 5...............8 How do I use item attributes and price elements when responding to a negotiation? ............................................... 176 5..............................................16 Why would a negotiation have special terms and conditions? ....................6 How do I submit a response online? .................................. 153 5...1 How do I monitor negotiations to which I've responded? ..... 163 5...........2............17 How do I respond to an amendment to a sourcing document? .......................1 How do I search for negotiations? ........2...................................................3 How do I track the status of my responses?.......... 161 5...............2.....2.. 149 5............ 158 5................ 152 5............ 167 5...................................... 169 5..... 150 5.................. 178 6................................................................3 Searching...... 178 6.................5 How do I respond to a Request for Information (RFI)?.....1........1....1 What are the benefits of registering and participating in this system? ......18 How do I respond to a deliverable defined to a negotiation?....1 Responding to Negotiations..........11 How do I turn off proxy bidding? ................1.......14 How do I rebid on an RFQ or auction? ............................. 167 5.......1 Additional Topics ..........12 How do I respond to a service-related line?..........4 What information is contained on the Disqualified Responses page? ........... 158 5...... 170 5..............2...................13 How do I download a spreadsheet and respond offline?............................1............ 150 5............................1...............1................................... 175 5....2. 179 Page 7/209 ....2......... 159 5................................ 151 5.3 What is a WinZip (or zip) file? .11 How do I respond to a deliverable defined to a negotiation?.... 168 5........................................................ 165 5...........................1.....8 How do I turn off proxy bidding? .. 152 5.........................3 How do I respond to a negotiation? ...1.......... 161 5......9 How do I print information on my negotiation? ....

....................................................................................................2 Glossary..................3 What are score settings and how do I use them with header attributes? ................3...........................................2..1... 180 6.1......................................................1 Accessibility of Code Examples in Documentation .........4 Why can't I access some pages.................................1........9. 207 Value Sets for Variables......................... 204 7................................9 About Contract Templates .............................. 202 7.... 197 7...........................................................9.................. 180 6......................... 196 7..............................1 About Clauses ...................................1.................3..................5 How do I use the Graphical Monitor to view responses to items in my negotiation?...........................................................................................................4 What is the Awarded Quotes report? .......................................1 What are the Awards by Supplier report? ..................................... 207 Variable Identification .........................................3 What is the Awarded Bids Detail report? ........1........................................ 195 6................... 180 6.......... 195 6.............................. or task bar options? .......................................................................6 What if I have problems uploading files? ............. 199 7.......... 197 7............................................................................................. links.. 208 7................ 205 7............................................ 208 Page 8/209 . 207 User-Defined Variables.3 Documentation Accessibility ...... 196 7........2 What is the Savings by Item report? ................ 205 Non-Standard Clauses. 206 System-Defined Variables .... 180 6...... 198 7...........1 How do I create an attribute list? . 203 7.............................Oracle Sourcing Help 6............ 195 7............. 196 7..................................................9..4 How do I enter business terms and conditions for my RFxs and auctions? ............................................... 198 7..................1........4 Product Integration and Licensing....................................................... Appendix ................................... 198 7........ 203 7...............................1 What are header attributes and how do I use them?..........7 What are reusable price elements and how do I create them? ..8 Can suppliers communicate with each other while a negotiation is in process? ...............................................................................2 Accessibility of Links to External Web Sites in Documentation.................................5 Whom should I contact about technical difficulties?......................................................................................................9...............3..............1... 207 Deliverable Variables..... 205 Standard Clauses ..........................3 About Deliverables....................................................................1 What are the Sourcing Intelligence reports I can generate?..2 Reusable Attribute Lists .1.................................................................................... 195 6............... 199 7........................ 205 7.................. 206 Table Variables ...................................................................................................6 Why are some RFQs and auctions associated with a sourcing event? ........1 About the Contract Terms Library................ 200 7. buttons............ 206 7..........................................2 About Variables .....

see Getting Started for the Sourcing Super User. This system also provides graphical summary and detail reports (See Appendix 7. Use the Search Negotiations fields at the top of the page to search for a particular negotiation To edit your personal information (See Section 3. click the appropriate link(s) in the Quick Links section of the Negotiations Home page. Click the Intelligence tab on the Sourcing Home page. see Getting Started for Buyers. and password. and Buyer's Auction.1 “What are the Sourcing Intelligence reports I can generate”) for many transaction types. To create an RFI.1 New to Sourcing? 1. You can enter many different personal options such as your language. To monitor the negotiations in which you are participating. You can monitor your negotiations in real time and communicate with participants using online discussions. date format. Getting Started 1. click the appropriate create link from the Quick Links section of the Negotiations Home page. you can also use requisition information contained in Oracle Purchasing to create draft RFQs and auctions which you can then complete and submit using Oracle Sourcing.1 “How do I update my Sourcing personal options”). If your system is integrated with Oracle Purchasing. among others. check the Negotiations at a Glance section.1 What can I do with Oracle Sourcing? If you are a Sourcing Buyer. click "Edit" under the Drafts Quick Links section. You can create a request for information (RFIs). To create templates and reusable lists to simplify negotiation creation.1 “Creating Negotiations”).Oracle Sourcing Help 1. To manage draft negotiations on which you and others may be working. buyer's auction (See Section 2. click the Preferences link at the top of the page. request for quotations (RFQs). Page 9/209 .1. If you are a Sourcing Supplier. see Getting Started for Suppliers. RFQ. If you are responsible for administering the Sourcing system. Getting Started for Buyers As a Sourcing Buyer you have access to a wide range functionality with Oracle Sourcing.

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

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

and buyer's auctions.2.2.2.4 “How do I create and edit a reusable invitation list”) Sourcing Template (See Section 2. Page 12/209 .1. but on lead times. “How do I create and edit negotiation templates?”) and Copy features (See Section 2. Common Functionality All sourcing document types have the following common functionality to simplify the negotiation creation process: Reusable Attribute Lists (See Appendix 7.6 “How do I copy a sourcing document”) Multiple Currency support (See Section 2. The four different types of sourcing documents available . and then use that information to create negotiations that drive prices based not only on price.2 “Glossary”) Terms and Conditions enforcement (See Section 5.requests for quotations (RFQs).2.7 “Can I accept responses in multiple currencies”) Multiple Language support Notes and Attachments (See Chapter 6.1. Buyers and sellers.1.2 Getting Started with Oracle Sourcing 1.Oracle Sourcing Help 1.4. who might never meet face-to-face.1. can bypass intermediaries and establish relationships that might not have been possible using more traditional methods of buying and selling. quantity.1 “How do I create an attribute list?”) Reusable Invitation Lists (See Section 2.1 Frequently Asked Questions: Oracle Sourcing 1. Buyers can use the information obtained to subsequently conduct an RFQ or buyer's auction. enabling them to efficiently obtain the best possible prices for goods and services. and item-specific attributes.1.1 What is Oracle Sourcing? Oracle Sourcing offers flexible negotiation capabilities to buyers and sellers.2.16 “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.1.3.1. Buyers use real-time interaction to obtain information on suppliers' products and services. requests for information (RFIs). Prices are established based on actual supply and demand at the time the negotiation is transacted.

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

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 .

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

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

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.1.1. Convert to negotiation document (See Section 2.4.1.1.11) 2.15) scheduled close Minimum Bid date.10) Bidding (See Power Bidding (See Section 5. submit Other Proxy Bidding (See Attribute Based Section 5.7) 1. or any other users in your organization.4. terms and conditions.8) 5.11) Price Breaks (See Section Price Breaks (See Section 2.1.11/2. Manual Extend/Early Close (See Sections 2.1. and invitation list are copied into a new document which you can edit if necessary. have previously created. Page 17/209 .Oracle Sourcing Help Attribute Based Bidding (See Section 5.8) Extend/Early Close (See AutoExtend (See Section Section 2.1.4.4.1.4.8) Price Elements (See Manual Section 5. Bids buyer. Multiple If allowed by bidders may multiple bids.3.7) 2. Decrement/Increment (See Section 2.10) Price Elements Attribute Based Bidding (See Section (See Section 5. item information.2) Information obtained during the RFI can be used to create a new negotiation document.8) RFIs use item attributes to solicit item information from suppliers. The details of the document such as the controls.11) Buyers can Manual Extend (See manually extend Section 2.11) an RFQ or close an RFQ earlier Early Close (See Section than the 2.2.1.1.1.4.15) Buyers can manually extend an RFI or close an RFI earlier than the scheduled close date. Multiple Quotes The RFQ business process allows suppliers to submit a single quote per round.1.1.3.1.

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

" Alternatively. these attributes can be either required.1.2.1.2. 1. in essence "answering" the buyer's question. optional. How do I continue working on it? You can continue working on a document saved as a draft by After clicking Save Draft. 1.1. When creating an RFI. The document is released when Page 19/209 . From this page.5 Are reusable invitation lists and reusable attribute lists shared across all three negotiation types? Yes. Suppliers reply to the item attribute. The buyer then uses the suppliers' responses to qualify the group of suppliers and to determine the best set of suppliers with which to later conduct a negotiation.1.1. ensuring that only one user can work on a draft at any time. 1.2. These attributes represent important aspects of the item for which the buyers need information from their suppliers. quantity. and delivery. called item attributes. or display only.6 What is attribute based negotiation and how can I use it? Attribute based negotiations enable buyers to define multiple item-specific characteristics. but also to other features salient to each item. you see the Confirmation page. From this page you can access and edit any of your draft negotiations. Item attributes and their responses comprise the heart of the RFI process. you can click "Continue editing your draft.4 Who can utilize the spreadsheet functionality? Both buyers and suppliers can utilize the spreadsheet functionality to save time when creating or Quoting/Bidding on multi-line item negotiations. 1.7 I just saved a negotiation as a draft document. you can click "Manage Draft Negotiations" to access the Manage Draft Negotiations page. Buyers can efficiently create and award RFQs and auctions while suppliers can also use this functionality to assist in bidding in auctions or submitting quotes for RFQs.2.2. You are granted exclusive control until you release it.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. that allow bidders/suppliers not only to respond to the price.Oracle Sourcing Help 1. these lists are shared across all document types and can be accessed by the buyer as required. buyers define attributes for negotiation items. Depending on the setting chosen during the negotiation creation.

such as the Sourcing Super User.) 1. can unlock draft auctions/RFQ which were locked by other users. If you wish to create a draft for a new round. However.1. The draft creator selects the draft and clicks Unlock on the Manage Draft Negotiations page. the system automatically updates the status of the previous round to Round Completed. making it available for award. 1. The system automatically updates the status of the previous round to Closed. you are not required to enter any information.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.2. Each has its own benefits: Page 20/209 . (Users with the appropriate function security. You can save an negotiation as a draft as soon as you get to Step 2. you can delete the draft for the new round from the Manage Draft Negotiations page. 1.1.2.11 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. It is removed from the system. Negotiations with Round Completed are not available for awarding.1.12 I know I can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing. Negotiations lines entered directly in Oracle Sourcing can include item numbers and item revisions if the item information was retrieved from the Item Master.1.2. The information from the previous round is enough to save a draft.10 If I have saved a draft of a new Quoting/Bidding round. 1.Oracle Sourcing Help You save it. (The original creator can always unlock a draft. You delete it from the Manage Draft Negotiations page. You submit it (the draft becomes a valid negotiation in the system).) Another user removes the lock.2. What are the differences? You can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing. can I award business to quotes/bids from the previous round? Once you save a new round of Quoting/Bidding.

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

17 Can I accept multiple currencies in my negotiation? Yes. it offers the best value for the money.16 What is the difference between Price-Only and Multi-Attribute Weighted Scoring RFQs/auctions? In a price-only negotiation. It is the ratio of Quote/Bid price of an item to the sum of the weighted scores of all the Quote/Bid values submitted for that item.1.18 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. but it offers the lowest price per point of score. you can invite these users Page 22/209 .1. the buyer can still award the negotiation to any supplier regardless of the Price to Total Score ratio values. the system will automatically convert the responses to the negotiation currency.2.2.1.15 What does the Price to Total Score ratio mean? The Price to Total Score ratio is calculated only for Multi-Attribute Weighted Scoring RFQ/Auctions and is used to rank quotes/bids. Though suppliers in a multi-currency negotiation can submit responses in several currencies. However. 1. In both price-only and Multi-Attribute Weighted Scoring negotiation. the negotiation currency defaults to the functional currency defined for your operating unit. 1. In a Multi-Attribute Weighted Scoring negotiation. however. suppliers can quote/bid on price. A buyer can view bids plotted on a Price to Total Score graph to assist in analysis of quotes/bids. reflected in the Price to Total Score ratio. When you create a new negotiation. 1. the system ranks the supplier only on the basis of price. quantity.Oracle Sourcing Help 1.1. The lowest ratio receives the highest rank. The buyer can still award the item regardless of the ratio. In other words. delivery dates and attributes of an item. To lower the ratio for an item included in a bid. The winning response is decided based on the buyer's definitions of the relative importance of item attributes. item attributes can be scored and weighted.2. Whenever you view the responses you have received.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. 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. The lowest ratio among competing responses may not offer the lowest price.

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

Event Recipient Purpose To inform them that the negotiation is open for previewing or bidding To invite them to acknowledge intent.Oracle Sourcing Help To register a user yourself: Anyone with the Sourcing Super User authorization. You receive a confirmation that the new user has been registered. click "Register a Supplier User. 3.2. 1. Invitations are automatically sent to each supplier.2. 1.1.19 How can I invite suppliers to participate in my negotiation? You can invite suppliers to participate in your negotiation by selecting them from the Supplier Master or by applying predefined invitation lists. 1. From the Portal page. Click Register. 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. enter the required information. a buyer with the appropriate authorization can add the company to your Supplier Master).20 What is the purpose of notifications? Who receives them and when? Notifications are used to communicate specific events to users. acknowledge intent. Search for and select the supplier company name by using the flashlight icon (if the supplier company information does not exist within the system. Select the applications to which the user will have access. can directly register and approve users." 2. 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 . On the Register an External User page.1.

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

If the buyer starts another round of negotiation before the reminder time. It is not mandatory to acknowledge your intent before submitting responses. Otherwise. Page 26/209 . However. You cannot respond to any negotiation that your company owns. you can upload it to enter your responses into the system to.2. however. then invitees do not receive a reminder. the reminder is not sent. you can download a spreadsheet which you can complete offline to specify your response information. If additional companies are added before the original reminder time.1. 1. if they are added after the original reminder time.23 Can I respond to a negotiation created by someone in my company? No. these new invitees receive reminders at the original time. Such acknowledgments are intended to enhance communication between buyers and suppliers and inform buyers of the potential participation.1. If the negotiation is closed. 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.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. you can respond to negotiations created by your company's affiliates. canceled or deleted before the reminder time. Bulk loading is also useful if you respond in similar negotiations that occur repeatedly.2. Once you have completed this spreadsheet. 1. they do not receive reminders.2.1.22 Do suppliers need to acknowledge their intent to participate before submitting responses? Suppliers are encouraged to acknowledge their participation intention after they receive the invitation email. they receive it at the original reminder time. 1. then invitees do not receive any reminder.24 What is the quickest way to respond to a negotiation that has many line items? If the negotiation you wish to respond to contains many line items.

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

5.4 “How do I award business in an RFQ or auction”). Quote preparation and submission (See Section 5.Buyers can monitor real-time quote activity and take appropriate action. Buyers analyze the quotes and either award the RFQs or modify the RFQs and open them for another round of quoting.Oracle Sourcing Help 1. Buyers initiate RFQs that may include multiple line items by publishing the RFQ and inviting suppliers. 4. RFQs enable buyers to collect quotes from suppliers for complex and hard-to-define items or services. RFQ Capabilities RFQ templates (See Section 2.4 “How do I create and edit a reusable invitation list”). RFQ modification or awarding (See Section 2. 3.2 “How do I monitor the negotiations I have created”).1.3.1.1 “How do I create a new negotiation”).2 Getting Started with RFQs RFQs support the full business process to solicit quotes from suppliers. Once suppliers have submitted an initial round of quotes. The RFQ process usually lasts days or weeks through multiple rounds of negotiations. Once the RFQ is completed. Reusable attribute lists (See Appendix 7.2. RFQ is typically used for complex items or services such as made-to-order manufacturing items or construction projects.1.3 “How do I create and edit negotiation templates”). RFQs typically consist of multiple rounds with competition focused on whether supplier(s) can meet the specific requirements. RFQs supports both blind and sealed RFQs.1. The suppliers' responses to the RFQ allow the buyer to compare quotes and negotiate the best price and specifications for the good or service. Reusable invitation lists (See Section 2. Price elements (See Section 2.4.1. buyers can review quotes and award the RFQ or submit a modified RFQ for another round of quoting.1.5 “How do I use price elements”). RFQ monitoring (See Section 2. Suppliers cannot view competing quotes while the negotiation is in progress. Steps in the RFQ process include: 1. 2.2. RFQ creation (See Section 2.3 “How do I respond to a negotiation”). suppliers are immediately notified of the results via online notifications.Suppliers view the RFQ details and submit their quotes online. Page 28/209 .2.1 “How do I create an attribute list”).2.

5. Online or offline awarding capability (spreadsheet awarding).Oracle Sourcing Help Price breaks (See Section 2. RFQ. Manual extend (See Section 2.5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Purchase order generation Attribute based quoting (See Section 5.6 “How do I submit a response online”) and offline (spreadsheet quoting).4.6 “Why are some RFQs and auctions associated with a sourcing event”).1. Monitoring quote activity in real-time (See Section 2.13 “How do I download a spreadsheet and respond offline”).14 “How do I initiate a new round of responding”).1.4.9 “How do I disqualify responses I receive for an RFI.4. Graphic RFQ monitor (See Appendix 7.14 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”). (See Section 2.7 “What are price breaks.5. Multi-round quoting (See Section 2.15 “How do I close a negotiation before its scheduled close date and time”).11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2.5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”). Terms and Conditions enforcement (See Section 5. Sourcing Events (See Appendix 7. or auction”). (5.8 “How do I use item attributes and price elements when responding to a negotiation”).16 “Why would a negotiation have special terms and conditions”) Quoting online (See Section 5.1. Canceling RFQs (See Section 2. Integration with Oracle Purchasing (See Section 2.4.16 “How do I cancel a negotiation”)and Disqualifying quotes (2.4.2 “Glossary”). Capture Total Cost (See Appendix 7.3. Multiple RFQ styles: blind or sealed (See Section 6. Real-time status updates Notes and attachments (See Section 6.7 “What are reusable price elements and how do I create them”). Quote comparison (See Section 2.2 “Glossary”).4.4 “How do I award business in an RFQ or auction”).1.1.1.2 “How do I monitor the negotiations I have created”). Page 29/209 . and how do I use them”).

1.1 What are the Unlock Date and the Unseal Date? The Unlock Date is the date when the buyer unlocks the closed RFQ to view the received quotes.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. An RFQ buyer can setup an RFQ to accept quotes in multiple currencies by selecting the RFQ currency and then identifying any Quote currencies in which quotes will be accepted. Quotes are converted to the RFQ currency for quote review.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. In a Multi-Attribute Weighted Scoring RFQ. You can contact the buyer who created the RFQ and ask to have your quote disqualified. Suppliers can choose the Quote currency in which they will place their quotes.Oracle Sourcing Help 1. You can prepare your list of RFQ items offline and upload the completed spreadsheet.2. Quote Currencies Additional currencies in which quotes will be accepted.3.2 Can I submit multiple quotes per round? If allowed by the quote controls. you can upload items using a spreadsheet. 1. you can submit multiple quotes within the same round. This allows you to create your multi-line RFQ quickly.3. Page 30/209 . but quote disqualification is at the discretion of the buyer.3. The Unseal Date is the date when the buyer unseals the unlocked RFQ allowing the suppliers to view the quotes as well. 1.2. ensuring the integrity of the submitted RFQ items. It is the RFQ buyer's reference and review currency.3. 1. but you must enter the weights and scores for an item's scored attributes online.3.2.2.2.3 Frequently Asked Questions: RFQs 1. The system validates the data.2.3 Can I cancel or retract my quote? No.

1. See How do I invite suppliers to my RFQ or auction? for details on identifying contacts. you can enter a Promise Date to differentiate your response from other competing responses.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.3. This is one of the feature of RFQs and mirrors the general off-line behavior of this negotiation model. In all other cases.3.8 What is the Promise Date. 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. the Promise Date is required only if the RFQ uses multi-attribute weighted scoring and Promise Date is one of the scored attributes.11 Can I invite additional suppliers to subsequent rounds of an RFQ? Yes. and why would I enter one? In an RFQ whose outcome is a standard purchase order. 1. completing multiple item attributes.2. Once the supplier has provided you the email address. Suppliers complete the quoting process by uploading the spread sheet back to the system.9 Is an RFQ always blind or sealed and why? An RFQ is always either blind or sealed. In an RFQ whose outcome is a blanket purchase agreement.6 What is the most efficient way to quote on many line items in an RFQ? If an RFQ consists of many line items. An automatic invitation will be sent to each invited supplier. you can enter the address in the Additional Contact Email field during negotiation creation.2. You can invite suppliers by selecting them from the supplier master list. Promise Date is an required field. During the upload.2.Oracle Sourcing Help 1.2. 1. 1.3.3. you can invite additional suppliers by using the same process employed during the initial RFQ creation. 1.3. When creating additional rounds for an RFQ.2.2.7 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. Page 31/209 . When Promise Date is an optional response. the Promise Date is optional. Downloading the RFQ contents allows suppliers to quickly respond. spreadsheet items are validated to ensure the integrity of the submitted quote.3.

13 Why can't I see the graphical monitor in a sealed RFQ? While an RFQ is sealed. On the Negotiations Summary page.12 In a sealed RFQ.3.3. 1.2. you can start another round of quoting. 3. you can manually close your RFQ earlier than the original close date/time. 1.2.14 Can I close my RFQ earlier than the original close time? If you select the Early Close option when specifying quote controls. can I see who is bidding? In a sealed RFQ. however.15 How do I start another round of quoting in an RFQ? Once an RFQ has been closed. select Close Early from the Action menu to close the RFQ. Select Start New Round from the Action Menu.2. Once the buyer has unlocked and unsealed the quotes. 1. 2.Oracle Sourcing Help 1. On the Start New Round page. Use the negotiation number in the Search Negotiations fields on the Negotiations Home page to access the negotiation. 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 .3. none of the details are available for viewing by any suppliers.2.3. 1. you can see how many quotes are being placed. you cannot see either the name of the respondent or the details of the bid until you unlock the RFQ. you can use the Graphical Monitor to view quotes.

2. the bidding process moves quickly which results in increased competition.Oracle Sourcing Help 1. Bidders participate in the auction by viewing the Page 33/209 . flexible auction capabilities to buyers so they can efficiently obtain the best possible price for goods and services. Steps in the auction process include: 1. quantity and item-specific attributes.1. such as office furniture or memory chips. Auctions last for a set period of time.1. Auctions allow real-time interaction to drive dynamic prices based on information that extends beyond price to include lead times. Auctions enable buyers to solicit bids for goods and services that are clearly defined. the business terms and conditions and intended bidders.3.The buyer defines the auction and includes all the auction item information. although the close time can be extended manually or automatically based on last minute bids.4 Getting Started with Auctions Getting Started with Auctions Auctions offer complete.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. Negotiations allows buyers to establish either public or private auctions to meet the specific needs of buyers.3 “How do I respond to a negotiation”). Responding to the auction (See Section 5.1 “How do I create a new negotiation”). Creating the auction (See Section 2.1. Because most auctions are open for short periods of time.2. Prices are established based on actual supply and demand at the time the auction is transacted. Auctions are typically focused on creating competition between bidders.2. typically a matter of a few days.

11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2.15 “How do I close a negotiation before its scheduled close date and time”).4.3.3. Sourcing Events (See Appendix 7.1.12 “What is power bid”).2.1. Capture Total Cost (See Appendix 7. Multiple Auction styles: open.10 “What is proxy bidding and how does it work”).1.1.1. Manual extend (See Section 2. 3.4. Autoextend feature (See Section 2.1.11 “What are response controls”).1.1. If permitted by the auction rules. Once the auction is completed. Reusable invitation lists (See Section 2. blind or sealed (See Section 6.11 “What are response controls”). Price elements (See Section 2.2. bidders can view competitive bids during the auction. bidders are immediately notified of the auction results via online notifications.5. 4.5 “How do I use price elements”).1. Power bidding (See Section 5.1. Reusable attribute lists (See Appendix 7. bid quantity. Page 34/209 .The buyer and all other participants can monitor the real-time activity during the auction and take action as necessary. Monitoring the bid responses (See Section 2. bid attribute value(s).6 “Why are some RFQs and auctions associated with a sourcing event”). Price breaks (See Section 2. The buyer analyzes the bids and awards the auction based on the price.2.7 “What are price breaks.4 “How do I award business in an RFQ or auction”).1 “How do I create an attribute list”).2 “Glossary”).7 “What are reusable price elements and how do I create them”).4.1.3 “How do I create and edit negotiation templates”). Proxy bidding (See Section 5.8 “How do I use item attributes and price elements when responding to a negotiation”).2 “How do I monitor the negotiations I have created”). and how do I use them”). Evaluating and awarding bids (See Section 2.Oracle Sourcing Help auction items and submitting bids online. Minimum Bid Decrement/Increment (See Section 2. Auction features include: Auction templates (See Section 2.4 “How do I create and edit a reusable invitation list”). Attribute based bidding (See Section 5.

1.5. Purchase order generation Real-time status updates Bidding online (See Section 5.9 “How do I disqualify responses I receive for an RFI. Integration with Oracle Purchasing (See Section 2.4.4.Oracle Sourcing Help Canceling auctions (See Section 2. Graphic Auction Monitor (See Appendix 7. RFQ. (5.4. or auction”).6 “How do I submit a response online”) and offline (spreadsheet bidding). Monitoring bid activity (See Section 2.5.2 “Glossary”).2 “How do I monitor the negotiations I have created”).4 “How do I award business in an RFQ or auction”).1. Online or offline awarding capability (spreadsheet awarding).4 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”).5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”).1. (See Section 2.16 “How do I cancel a negotiation”) and Disqualifying bid (2.13 “How do I download a spreadsheet and respond offline”).5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Notes and attachments (See Section 6. Bid comparison (See Section 2. Page 35/209 .1.

1. 1. links. 1. you can optionally set a bid start price (quote start price for an RFQ) and target price for every item in the RFQ or auction. The start price is the maximum price in a RFQ or auction at which bidding (or quoting) for one unit of the the item will start. someone else at your company can award an auction created by you. buttons. They have the appropriate function security (See Section 6.2 What is the difference between Quote/Bid start price and target price? When creating a new RFQ or auction.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. All registered users in a company can bid on the same auction.4 “Why can't I access some pages.2.5.2.5. Everyone can see the bid content once the auction is unsealed.5.4 What is the target price used for? The target price is mainly used for internal performance analysis for the buyer. The target price is the price you hope to pay for one unit of an item. The buyer can see the bids once the auction is unlocked. You can elect to display the target price to participants. Buyers are not required to designate a target price for every item.6 Can two people from the same company bid on the same auction? Yes. The buyer can also choose to display the target price to the bidders for reference.2. but only the buyer can see the identity of the bidder.5 Frequently Asked Questions: Auctions 1. Blind: Only the buyer can see the bid content Sealed: Neither the buyer nor the suppliers can see the bid content until the auction closes. and 3.Oracle Sourcing Help 1.2. 1. Page 36/209 .2. The auction to which they are responding is not owned by their company 2. or task bar options”). 1.5. provided that: 1.5 Can someone in my company award an auction that I create? If granted the appropriate authorization. The bid controls for this auction allow multiple bids per round .2.5. Note: Two people from the same cannot quote in the same RFQ.3 Why isn't there a target price for every item? Target price is an optional value. 1.

Page 37/209 . you are not required to send invitations to any suppliers.7 When two respondents from the same company place bids.5.1.2. RFQ.1. you can initiate a new round of responding if you set the controls to allow multiple rounds of responses (RFQs always permit multiple rounds of quoting).Oracle Sourcing Help 1. After you initiate a new round of responding.5. or auction has closed. you might want to send invitations to increase specific suppliers' awareness of your RFQ/auction and encourage participation. can they view each other's bid details? Depending on the auction style. none of the previous responses submitted are available for awarding. 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) 1.5. and your RFQ/auction appears in that supplier's "Open Invitations" list of invitations.9 How do I initiate a new round of quoting or bidding? After your RFI.2.2. 1. However. that supplier receives an e-mail notification about your RFQ/auction.8 If my RFQ/auction is open to all suppliers. why would I invite suppliers to participate? For a public RFQ/auction.13 “How do I invite suppliers to participate in my negotiation”) to participate. When you invite a supplier (See Section 2.

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

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

You can also add new suppliers. 6.2. If there are no approvers defined for this document. 7. Click Suppliers to modify your invitation list. RFQ. any uninvited suppliers who responded in the previous round are also automatically added to the invitation list for the new round. you can enter the date and time (prior to the open date and time) the negotiation is available for previewing by all eligible participants. click Publish. Preview Date For RFIs. If there are approvers defined for this document. click Submit for Approval.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. Page 40/209 . 1. You can also choose to open the negotiation immediately. Click Controls to modify negotiation control information. they are automatically added to the invitation list for the new round. *Close Date The new date and time the RFI. o Possible Invitation List Changes If you invited suppliers in the previous round. RFQs or auctions opening in the future. o Possible Date Modifications *Open Date Date and time you want the new round of responding to begin.Oracle Sourcing Help 5. You can remove any supplier from the invitation list for the new round. 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.5. o Response Controls Modify other Response Controls as necessary. Review your updated negotiation information. or auction closes. You can also choose to open the negotiation for preview immediately. Additionally. Click Review. Note that you have to specify a new closing date.

You can also define the total number of auto extensions and the extension period. 1. that is. Bidder B receives the higher rank because the proxy bid was created by the system after Bidder B's bid.2.Oracle Sourcing Help 1.12 Why can't I always view scores and weights set up by the buyer? The buyer can optionally hide scores and weights from the bidder.2.5. is up to the discretion of the buyer. 1. 1. You can also specify if the autoextend is for the entire auction or particular line items.16 What is a Single Best Bid? A Single Best Bid is a response to an auction that allows only one bid per company. 1. The response is at the company level. When the bid control "No . best bid" is selected for a multi-round auction.5.2. AutoExtend extends the duration automatically if new bids are received in the closing minutes of the auction.5. the bidder can only view the resulting Price to Total Score for a bid.5.2.5. no other user at the same company can bid.13 Why are display-only attributes not visible in the Bid Compare page? Display only attributes are used to convey information to bidders.5. if Bidder B bids triggering a proxy bid for Bidder A and the resulting bid results in the same Price to Total Score ration. the bidder can contact the buyer and ask to have the bid disqualified. Manual Extend allows you to manually extend your auction close date/time before the auction closes.A bidder must submit a single.15 How do two bids with the same score get ranked if the prices are the same? The earliest bid gets a higher rank. You can specify whether the auction is extended from the original close time or from the time when the winning bid has been received. 1. For example. 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.11 Can a bidder retract a bid? If a bidder has submitted. When the buyer hides scores/weights.2.2.14 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. once one user at a company responds. Bid disqualification. however.

When you use Power Bid. all of the bids in an auction will be decreased by the percentage specified. for each item. you cannot update attribute responses to better your score although proxy bid will rebid to better a price.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. or Proxy Bid Minimum. as well as the limit price. you can set new Proxy bid parameters or bid manually. you can revise bids for all items on which you have previously bid by a specified percentage. Once the limit price is reached.Oracle Sourcing Help 1. or near the end of an auction period when there may be a time constraint.5. The system Speeds up the bidding process rebids until proxy is by simultaneously updating the canceled or minimum bid prices for all bid items. the bidding automatically stops. Power Bid When rebidding.2. Therefore if you are bidding in a Multi-Attribute Weighted Scoring auction. and the bids must be submitted quickly. you cannot change any bid information (including responses to item attributes) until the Proxy Bid Minimum is reached unless you cancel the proxy. You can setup the Proxy Bid Decrement for an auction. Once you have placed a proxy bid. This is a very useful feature when your goal is to win all auction items. Comment Proxy Bid Power Bid Feature Use Repeated automatic bidding. Power bid is not available for any auction items having price elements. This allows you to streamline the rebidding process when you have bid on several items in the same auction. value is reached No Percentage Automatically updated Yes Unit of update Currency value Multiple times until Number of updates per canceled or the minimum Once setup price is reached Affect of price elements Not available for items Not available in auctions with price elements containing price elements Page 42/209 . Proxy bidding is not available for any auction item that has price elements. When the bid reaches the Proxy Bid Minimum.

Supplier B then places another bid of USD 92. Now Supplier B's bid (92/100) is better than Supplier A's bid (84/90).00. Therefore.00. However. a proxy bid decrement of USD10. To avoid these situations.Oracle Sourcing Help 1.19 Can a bidder see the names of the other bidders? Bidders cannot see other bidders' identities.5. since proxy bids are generated based only on the price of the competing bid.5. Since Supplier B's bid price is less than Supplier A's bid price.00 with a score of 100 for the same item. Supplier identities are never revealed to other bidders. not just the bid price. Supplier A places a bid of USD 95.00 with a score of 90 for the item. 1.00.00) has not yet been reached. a bid can be beaten based on the Price to Total Score ratio without triggering a new proxy bid. Supplier A's proxy is not triggered. This bid (94/100) is better than Supplier A's bid (95/90). This bid (84/90) is now the winning bid. And since Supplier A's proxy minimum (75. he cannot modify any attribute responses to try to improve his score. you may need to closely monitor Multi-Attribute Weighted Scoring auctions which also use proxy bidding. For example.2. Supplier A's proxy is triggered to place a new bid of USD 84. Supplier B then bids USD 94. Supplier B's bid is the winning bid even though the bid price is higher. but since Supplier B's bid price is still higher than Supplier A's bid price.00. Supplier A's proxy will only be triggered again if there is a bid with a price lower then USD 84. Page 43/209 .00 and a proxy minimum of USD 75.18 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.2. You may need to cancel the proxy bidding process to redefine attribute information to improve your price to total score ration.

1.1.6 “What information must I provide to create my negotiation header”). Help for Sourcing Buyers 2.1. RFIs are used more for gathering information on goods and service provided by a supplier than to lock in particular price information. Enter Negotiation Lines (See Section 2.1.4. RFQs.9 “How do I add lines to a negotiation”).1. o If you have previously created an RFI. This allows you to return to the creation process at a later time or have multiple people working on the same negotiation. 2.1.1. you can save time by copying an existing RFI/RFQ/Auction. or auction. You can also create new negotiations quickly by applying a negotiation template.1.1. Therefore.Oracle Sourcing Help 2.7 “What are contract terms and conditions.1.1. the information contained in the RFI can be copied into an RFQ or buyer's auction.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. RFQ.13 “How do I invite suppliers to participate in my negotiation”).11 “What are response controls”) Enter Your Terms and Conditions (If Oracle Procurement Contracts is bought and licensed) (See Section 2.1 Creating RFIs. There are four main steps to creating a new negotiation: o o o o Create Your Negotiation Header (See section 2.1 How do I create a new negotiation? Use the instructions on this page to create Sourcing negotiations (RFIs. and Buyer's Auctions 2.1. and how do I use them in my negotiation”) Invite Your Suppliers (See Section 2. Define Your Response Controls (See Section 2. RFQs. RFIs can be taken to multiple rounds until the buyer has enough information to identify supplier(s) with which to deal. and buyer's auctions). At the conclusion of the RFI cycle. Page 44/209 . 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.1.1 Creating Negotiations 2. You can create a negotiation and save it as a draft before submitting it.

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

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

1. Simply clicking the link takes you to the page where you initiate the operation. You can use this number to access the document in Oracle Sourcing and to Page 47/209 . The links are organized by task and negotiation type so you can find the link for the task you wish to perform. The backing requisition information is carried over from Oracle Purchasing and used throughout the creation process.Oracle Sourcing Help 2. one-step access to your most commonly performed Oracle Sourcing tasks. The AutoCreated document is assigned a document number.1. you can use requisition information in Oracle Purchasing to create a draft sourcing document that you can then access and edit. Once you have identified the requisitions in which you are interested. When using AutoCreate.1.3 How do I use Quick Links? The Quick Links section of the Negotiations Home page provides easy. The table below shows some of the operations available Sourcing Buyers and Sourcing Suppliers by using Quick Links. you can search for requisitions according to different attributes such as item or category and include them in a single document.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. 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. 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. AutoCreate uses the requisition information to create a Buyer's Auction or Sourcing RFQ.1.

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

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

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

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

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

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

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

Whenever you view the responses you have received. To define your currency list and currency exchange rates: 1. For example. o Attachment Click Add Attachment to browse for an attachment to assign to this negotiation. but this can be overridden by specifying a default value on the score settings page. effectively "unweighting" that attribute. all must be weighted (although the weight can be 0.7 Can I accept responses in multiple currencies? When you create a new negotiation. However. Weight Weights are used to indicate the relative importance of header attributes. This note appears on the negotiation summary page and can be viewed by suppliers. click Manage Response Currencies. they are allowed to respond in only one currency per response. Display Target Indicate whether you want suppliers to see your Target Value . Delete You can delete this attribute by clicking the trash can icon. This column is only displayed if weights are enabled as part of the Scoring Settings. Notes and Attachments o Note to Suppliers You can add a note to the supplier by entering it in the text box. Maximum Score Accept the default or enter the maximum value that can be entered for this attribute. 2. Page 55/209 . the negotiation currency defaults to the functional currency defined for your operating unit. the system will automatically convert the responses to the negotiation currency. you can accept responses in currencies other than the negotiation currency.1.Oracle Sourcing Help Enter a target value for the header attribute (for example: 30 or more years in business). On the Create Header page. The sum of weights for all header attributes must add up to 100.1. an attribute with a weight of 25 is half as important as an attribute with a weight of 50. Though suppliers in a multi-currency negotiation can submit responses in several currencies. If one attribute is weighted. There is a system default defined by the Sourcing Super User.

the system will round when converting responses into the negotiation currency. 2. To define your own exchange rates 1. Select the User Specified Rate type. click Apply.09 meaning . 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 . If the precision for the response currency is greater than the precision for the negotiation currency. The system's response currency codes are available from the drop down menu. 6.8 How do I restrict a supplier to a particular currency? If you allow multiple response currencies for your negotiation. continue creating your negotiation. Select the response currency you will accept. When you have finished defining currency information. 2. 5. Select the checkbox to display the exchange rates if you want to allow respondents to see your response currency exchange rates. 3. After you have selected your suppliers in Step 5. Select the appropriate type for your negotiation. Page 56/209 . you can choose to restrict specific suppliers to particular response currencies. You can use predefined exchange rates (Corporate Exchange Rate) or specify your own exchange rates (User Specified Rate). If you are finished defining alternate currencies. You assign currencies to specific suppliers when you invite the suppliers to your negotiation. select a response currency for each supplier. Select the response currency. The description field explains the code. Define the exchange rate by entering the number of response currency units that equal one unit of the negotiation currency. Specify the price precision for the currency. 3. On the Header: Manage Response Currencies page. For example.1.1. To use predefined exchange rates: 1.09 kroner to one dollar. select the exchange rate type. Otherwise click Add Another Row and continue defining currencies and exchange rates. Enter the date for which you wish to use this set of exchange rates. To restrict a supplier to a particular currency: 1. 4.Oracle Sourcing Help 2. The system may contain several different exchange rate types. 2. The page redisplays.

The spreadsheet is useful if you are adding a large number of lines. From the navigation bar in the top left corner. You can enter lines online or bulk load lines from a spreadsheet. No other suppliers may respond in that currency unless you also associate that response currency with them. If you selected User Specified Rate in "Step 2: Defining Business Terms and Conditions. the supplier can respond in any currency you have allowed for this negotiation: the negotiation currency or any other response currency on your currency list. To add a line using the online system. if a user submits a rebid. 3.1. o o o 2. select Multi-Attribute Scoring as the Ranking type. each in a different currency. to a multi-currency negotiation. Any. Continue creating your negotiation. provide the following information. 3. However." enter an exchange rate for the response currency you selected in the previous step. If you select a specific response currency for a supplier. Your other option is to load the line information using spreadsheet upload. that response currency is available to that supplier alone. 2. click "Lines. the follow-up bid must be in the same currency as the initial response. select how the line will be ranked.Oracle Sourcing Help o If you accept the default. Multiple users in a supplier's organization can submit several initial bids. you must identify the goods or services you want to purchase or for which you want quotes. the supplier can only submit a response in either that currency or the negotiation currency. 4." To add lines online: 1. Line ranking is not performed in RFIs. Click Go. Select a price precision for the response currency. accept the default value of Online from the Add Line drop down menu.9 How do I add lines to a negotiation? When you create a new negotiation.1. If the response currency you select for a supplier is not on your currency list. 2. On the Create: Lines page. and how the line will be added and click Go. or edit a draft negotiation. The new price precision applies only to the suppliers to whom you assign it. how the ranking will be displayed. On the Lines: Create Line page. *Indicates a required field : Page 57/209 . If you wish to score and weight your lines.

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

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

Select "Display to Suppliers" if you want the participants to see your target price. if the line type is amountbased. the Need-By From field defaults to the earliest requisition line's need-by date. If you leave both fields blank. click Add Another Row or Add Attribute List. If you supply values for both fields. Target Price Price you hope to pay for one unit of your item. Need-By From/Need-By To (standard purchase order only) Select the dates necessary to specify when you need to receive the item.Oracle Sourcing Help If the negotiation was created from backing requisitions. If the negotiation was created from multiple backing requisitions. the start price defaults to the requisition quantity. 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. To add item attributes to your item. If the negotiation was created from a single backing requisition. 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. However. you can assign weights and scores to attributes. In a Multi-Attribute Weighted Scoring negotiation. Current Price Price you are currently paying for the item. you specify a time window (inclusive of the end date). 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. Add Price Elements Page 60/209 . location or promise date. Item Attributes Item attributes are used to describe the good or service being purchased. You can use the pop-up calendar to pick your dates. the Need-By From and the Need-By To fields are set to the requisition need-by date. the start price defaults to the lowest requisition price of all requisitions for that item. Price Break (blanket purchase agreements on goods-bases items only) Enter price breaks to negotiate a pricing structure with your supplier based on quantity. They identify item characteristics which will negotiated on in addition to item price. The Need-By To field defaults to the latest requisitions needby date. there is no time constraint on receiving the item.

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

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

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

2. When you extend a negotiation you specify the new close date. You must have created your negotiation header before you can create negotiation controls. the time limit for the negotiation can be extended past the original close date. Continue defining your negotiation . Preview Date Use the pop-up calendar to specify a date/time after which the negotiation information can be accessed by potential suppliers. and then click Go. *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.Oracle Sourcing Help To define a general services fixed-price line 1. 6. Create attributes as needed to solicit additional information for this line. *Close Date Use the pop-up calendar to select the date/time when the negotiation will be closed. or Buyer's Auction.1. On the Lines: Create Line page. 5. make sure you select a general services. the negotiation can be closed prior to the defined close date. Complete the following fields as appropriate for the negotiation type. Follow steps 1 and 2 above. If you allow the control manual close/close early. They can view the negotiation's details but cannot place responses.1. no further responses may be accepted. fixed-price line type. you set response controls to determine the negotiation length. add notes or attachments to the supplier. If you allow the control manual extend. Finally. click the "Controls" link to access the Create Controls page for that negotiation. Page 64/209 . the default time value the system uses is the time when you entered a value in the field. responding frequency. and added line(s). Once closed. participants. 3. RFQ. You can edit the value to change the time if needed. 4. 2.11 What are response controls? When you create a new RFI. Provide the line with a description and select a Category value. open and closing times and many other variables. Note that for fields where you enter a date and time. After you have entered the negotiation header. If the sourcing document you are working on was AutoCreated using requisitions in Oracle Purchasing.

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

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

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

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

Search for and select the Invitation List you want to apply.1. Page 69/209 . 2. You can use the same list for all negotiations. If you do. you can create a participants list on the Create Negotiation: Suppliers page: 1. select the specific site you wish to invite to the negotiation. To invite specific suppliers see Inviting Suppliers below. you can apply a predefined invitation list that identifies these bidders. you do not have to explicitly invite any suppliers. You return to the previous page. Click Add Invitation List to apply a predefined list of suppliers. To invite specific suppliers see Inviting Suppliers below. 3. Bidders will see your auction when they search using the Active Auctions page. business terms and conditions. You can restrict your auction to bidders you specifically invite by selecting the appropriate control on the negotiation Controls page. Inviting suppliers After entering your negotiations description.1.13 How do I invite suppliers to participate in my negotiation? Participation in RFQs Participation in RFQs is by invitation only by default. select the suppliers you wish to invite and click Invite. You can select the bidders you wish to notify from a list of suppliers. auctions are open to all bidders by default. However. line(s). or if you frequently invite a certain group of bidders. and any response controls.Oracle Sourcing Help 2. Different sites for the same supplier can each submit a response. Even though the auction is already open to them. From the search results. Participation in Auctions Unless you specified differently on the negotiation Controls page. and you must invite at least one supplier. you can choose to open your RFQ to all suppliers. Select how you wish to search for suppliers: o o Click the Add Supplier to search for and add suppliers to your invitation list. If there are multiple supplier sites (Supplier Site is another term for Address Name). you can choose to also send certain bidders notifications of a particular auction to encourage their participation.

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

If you have approvers identified on the Collaboration Team on the Create Header page. the buyer can score attribute values to indicate the relative preferability of different responses. Spreadsheets and Lists 2.2. select the template and click Apply to create a new negotiation with this template. All suppliers will be required to acknowledge the amendment and resubmit their responses to be eligible for award. quality. Search for and select the template you want to apply. Once approved (or if approval is not required).Oracle Sourcing Help 7. click Apply Template.1. You can add to. edit. On the Create: Header page. When creating a negotiation.2 Templates. the Submit button changes to Publish. Page 71/209 . On the results display. To use a sourcing document template: 1. RFQ. See How do I create and edit negotiation templates? for instructions on creating negotiation templates. 2. Line attributes can then also be weighted to indicate the relative importance of a single attribute among the other weighted attributes. but also to other features and performance characteristics of each line. 8.2. Approvers will receive notification that they need to approve the amendment. You can review the new changes compared to the current active negotiation by clicking Review. Click the appropriate link under the Create area of Quick Links on the Negotiations Home page. allowing respondents not only to respond to the price. or delete any of the negotiation information provided by the template by proceeding through the steps of creating a negotiation.2 What are line attributes and attribute lists.1.1. 2.1 How do I use negotiation templates? You can use a document template of a specific type (RFI. no new responses can be received on the previous negotiation. 2. You can save the amendment as a draft at anytime during the creation process if you click Save Draft. and delivery. These attributes may either require a response or no require a response from the supplier. you can submit the amendment for approval by clicking Submit for Approval on the review page. Draft amendments are available on the Negotiations Home page if you click Drafts in the Manage Quick Links section. The buyer can define unique line attributes. 4. and how do I use them? Line attributes enable a buyer to define multiple line-specific attributes. Once you click Publish. or auction) to create a new document of the same type. 3.

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

2. Your new list will default to private." 3. you must complete and submit your template. An invitation list can help standardize your business practices by ensuring that all appropriate participants are invited to targeted negotiations. Inactive templates will be stored in the system. but cannot be used to create a new offer until you change the status to Active.1.4 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. only you can use your private lists. edit. You can add an invitation list(s) when creating a new Sourcing document. 2. click Submit on the Review and Submit page. o Status Invitation lists are initially created as active. then edit your template and select a new status from the drop-down menu at the Status field. and use your private lists. On the Create Invitation List page. An active list can be used immediately. Click "Invitation" under the Reusable Lists area of Quick Lists on the Negotiations Home page. and auction). The same list can be used for all types of sourcing document types (RFI. RFQ. To create a new invitation list: 1. complete the following fields (*indicates a required field): o o o *List Name *Description *Access Invitation lists can be public or private. click "Create New Invitation List. To inactivate a list. 2. you can add these participants to a reusable invitation list. An inactive list will be stored on the system. Sourcing Super Users or users with the Manage Invitation Lists authorization can create. you can also attach an invitation list(s) to a Sourcing document template. edit and manage public invitation lists as well as their own private lists. All users in your company with the correct authorizations can view and use public lists. Page 73/209 . but will not be available for use until reactivated. edit the list and change the status to inactive. Complete the remaining pages by filling out the fields as appropriate for the negotiation type. 4. Only you can create. On the Reusable Invitation Lists page. Once you have defined your template.Oracle Sourcing Help want to change your template's status to Inactive.

" then search for suppliers to add to your invitation list. You can also add or delete suppliers. click "Add Suppliers" again and follow the perceiving instructions. Click "Add Suppliers. 4. 2. Page 74/209 . If the supplier you selected has multiple sites defined in the system. click Apply. you can edit public lists. click Submit.2. Select the supplier(s) and click Add to Invitation List. For a supplier with multiple sites. When you are finished.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. The value defined for the RFQ/Auction template. 3.1. On the search results page. Search for the list you wish to update. To edit an invitation list you have created: 1. When you have finished adding suppliers. and manage public invitation lists. 2. If you are have the Manage Invitation Lists job function. 7. you can choose a specific supplier site to associate with this list (Supplier Site is another term for Address Name). Click "Invitation" under the Reusable Lists area of Quick Lists on the Negotiations Home page.Oracle Sourcing Help Sourcing Super Users or users with the Manage Invitation Lists job function can create. 5. If you wish to add more suppliers to your list. you can add an entry for each site for that supplier if you choose. 2. If the template and spreadsheet have conflicting category values. edit.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. 8.1. and access as appropriate. status.2. 5. 4. On the Edit Invitation List page. or 2. The value specified in the spreadsheet. find your list. the system uses the following hierarchy to determine which category value to use: 1. including change the access and status. then click Edit. any attributes/price elements defined for the template are added to any attributes/price elements you define via the spreadsheet. update your list description. 6.

3.1. RFQ. and Price Breaks 2.2 How do I add line attributes to my negotiation? You can add multiple line attributes to any line in your negotiation. When the buyer adds the line (vehicle) to the auction. and item B with two attributes/price elements. For example. For example. you may choose to add one or more line attributes to that line.1. Price Elements. and why would I add them to my negotiation lines? When you add a line to a new negotiation (RFI.000 miles on the odometer. if there are three attributes/price elements for your template. the attribute/price element specified by the template. auction). the buyer can add an attribute called "mileage" to specify that the bid item must have fewer than 12. a buyer can create an auction to buy a fleet of 12 vehicles for a delivery service. 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. Attribute Scoring. Line attributes define 1) unique specifications that you set for a negotiation line." Metal industry negotiation items can include "grade of metal" as an attribute. In addition. For more information about how to add line attributes to your negotiation items. The attribute(s) are added to that line only. If there are duplicate attribute/price elements between the template and the spreadsheet.1.Oracle Sourcing Help For example. Adding these as required item attributes that are displayed to bidders can customize your negotiation items to your specific industry.3 Item Attributes. using an attribute to define this specification calls attention to the specification. 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. if the buyer marks this attribute as required. the precedence is: 1. 2. item A with four attributes/price elements. and your spreadsheet upload includes two items." and "SKU number. Line attributes can call attention to industry-specific characteristics. then bidders must enter the mileage of any bid. Page 75/209 .1 What are line attributes. the attribute/price element specified on the spreadsheet 2." "style. and do not apply to all lines in the negotiation. see "How do I add attributes to my negotiation lines?" 2. retail industry negotiation items can include such attributes as "color. and 2) the details that a participant should provide when responding to that negotiation line.3. While the buyer could enter this information in the auction line description.

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

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

Groups are used for categorizing attributes. o Attribute Type Page 81/209 .53 2.1. enter your line attribute information. PPM Defect Rate. You can accomplish the by specifying weighting and scoring values for your line attributes. 3. click "Lines" in the navigation bar in the top left hand corner. 2. Grade).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. The system can then include the suppliers' responses to your line attributes when calculating the best response.3. o Group Select one of the predefined attribute groups. However you may want to consider supplier responses to other line attributes in addition to price being offered when determining the best response.Oracle Sourcing Help Price $300 Total Score: (100 * 50) + (50 * 30) + (100 * 20)/100 = 85 Price to Total Score Ratio = 300 / 85 = 3. 4. When the page refreshes. To use weighting and scoring when defining a negotiation: 1. and you do not wish to use the default. On the Lines: Create Line page. See "What information must I provide to describe my negotiation header"? After you have defined the negotiation header. Make sure you select Multi-Attribute Scoring from the Ranking menu. On the Create: Lines page. See What are line attributes? for information about defining line attributes. *Indicates a required field: o *Attribute (up to 240 characters) Name your line attribute (for example: Mileage. Select Online from the menu and click Go. use the instructions in "How do I add lines to a negotiation"? to enter the line data and other required and optional line information. Select a ranking method if the Sourcing Super User has set the system up to allow you to change ranking methods. 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. To enter a line attribute. navigate to the Attributes table and click Add Another Row. 5.

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

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

Support supply chain operations more efficiently by recognizing and analyzing how one organization's performance and costs affect another organization. the supplier's response values for fixed-amount type price elements cannot be converted to a unit price. the supplier's response prices to the price elements will not be rolled up into the line total price.5 How do I use price elements? Price elements allow a buyer to identify additional costs associated with a particular negotiation line. the system will assign weights as equally as possible. for example. you might create a price element list identifying normally expected transportation costs. click Equalize Weights.Oracle Sourcing Help o To set the weights for all attributes equally. For example.1. 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.6 What are Reusable Price Element Lists. Once you have created a price element list. To create a new price element list: 1. Page 84/209 . or discrete costs such as shipping fees. Price elements allow you to: Identify suppliers with the lowest total cost per line not just the lowest item price. Buyers can specify when they create the negotiation how much they anticipate paying for these additional costs. 2. Identify hidden activities or "cost drivers" to facilitate improved analysis and decision-making. Click the Price Element link under Reusable Lists on the Quick Links section of the Negotiations Home page. Or you might create a list that identifies additional services such as consulting or training that will be required by a particular negotiation item. You can create new price element lists or edit existing lists. Note: If the negotiation outcome is a blanket purchase agreement. freight charges or import duty fees. you can apply that price element list to any negotiations (RFQs or auctions) containing items to which those price elements are applicable. Take into account any additional costs or charges when considering outsourcing a project. Such costs could include services such as training or consulting. You must be assigned the Create Reusable Price Element Lists job function to create these lists.3. 2. If there are an odd number of attributes. These costs can then be negotiated between a buyer and supplier just like the item price. This is because in the absence of a line response quantity. which is required to compute a total unit price.1.3.

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

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

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

Item attributes define 1) unique specifications that you set for an item. On the negotiations summary page. Analyzing Price Breaks Once you have defined your price break expectations. 2. you could define multiple price breaks based only on order quantity. click Apply. you can have the system evaluate the supplier responses based on scenario information you enter. Also select either Cumulate or Non-Cumulative. 3. and click Analyze Price Breaks. For example. For example. you could enter different order quantities and see which supplier response is the best for a certain quantity. 4. you will not be able to enter price breaks. If you select None.4. you can enter different values in the fields under Enter Assumptions and have the system calculate the best response based on the values you enter. price. You can enter values for all price breaks you defined and the system will calculate which of the responses is best for the values you entered. Click Add Another Row to define additional price breaks. 5. Ship-To address/organization. you can offer a particular target price. On the table of negotiations. For each price break criterion. Select Required to force to supplier to respond to the price breaks you define. and your supplier(s) have responded with quotes. On the Analyze Line: Analyze Price Breaks page. Define your price breaks. Select the negotiation line.1. click the response number link. Search for the negotiation you're interested in. You can define as many price breaks as are needed to fully define your pricing structure.1 What are some negotiations strategies I can use? When creating a negotiation. 2. To analyze price break information: 1.4 Additional Creation Topics 2. otherwise select optional. you will not be able to negotiate on effective dates. 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.1. Page 88/209 . 5. Once you have defined all your price breaks. and effective dates (available for non-cumulative price breaks only). If you select Non-Cumulative. 4. click Analyze by Line from the Actions menus and click Go. and 2) the details that a participant should provide when responding to that item.Oracle Sourcing Help 3. You can set breaks by unit quantity.

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

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

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

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

Or you can use the Manage Draft Negotiations page in Oracle Sourcing to access and submit the draft at a later time. Using draft RFQs/auctions You can create and save an auction intending to submit it later. 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. RFQ. These draft documents also allow multiple collaborators to work on the same document. Some of this information. you can create a draft of the RFI/RFQ/auction and save it for later editing or submission. you can access drafts for editing or submission. or auction in a single session.Oracle Sourcing Help You can download and use spreadsheets to efficiently create and award RFQs and auctions having many line items. Initially creating a draft Once you have completed the Step 1 Describe page. you can save your draft from any of the subsequent pages by clicking Save Draft. you can use the Autocreate feature of Oracle Purchasing to select and group requisitions to create draft RFQs or auctions. 2.4. From this page. Page 93/209 . you can immediately access and edit the draft to continue creating your negotiation. or the creation process involves collaboration between several people. Or you need to create a negotiation but not actually submit it until sometime in the future. such as operating unit and functional currency are not. Creating RFQs/auctions using Autocreate If your company has licensed both Oracle Purchasing and Oracle Sourcing.1. Using draft negotiations created by AutoCreate in Oracle Purchasing When you AutoCreate requisitions into a Sourcing RFQ or buyer's auction. 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.4 Can I create and save sourcing documents without submitting them? There may be times when you cannot finish creating your RFI. In each of these cases. but other information. A confirmation message informs you that your draft has been successfully saved. such as item quantity and need-by date are updateable. The items in your draft negotiation carry information from the backing requisitions.

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

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

conditions. Page 96/209 . click Apply. click Contract Terms in the navigation bar at the top left side of the page. Verify your negotiation information. and deliverables are available if Oracle Procurement Contracts is implemented). After you have finished defining your deliverable. you can create contract terms and apply them to your negotiation. Once the page refreshes.4. click Review. This includes any contract clauses or deliverables (terms. Search for the negotiation you want to copy. You need the Manage Contract Terms responsibility to create and maintain contract terms on negotiation documents. you can define your next deliverable.Oracle Sourcing Help 6.4. Note that you will have to specify new Open Date and Close Date values 6. To apply contract terms to your sourcing document: 1.7 What are contract terms and conditions. RFQ. Note that most of the information you defined previously is carried forward into the copy. 4. Using contract terms is an easy way to create and maintain standardized contract text which can be customized as needed. 2. To copy an existing negotiation: 1. click the Copy icon at the right of the page.1. Click "Copy" under the Create section of Quick Links on the Negotiations Home page. 2.6 How do I copy a sourcing document? You can copy sourcing documents that you or any other users in your organization have created. otherwise click Publish to open it for responding. and how do I use them in my negotiation? If Oracle Procurement Contracts is installed and licensed.1. You can click the negotiation number to see details about the negotiation. Edit your new negotiation by continuing through the creation steps. 3. Once you have found the negotiation you are interested in. or auction). 2. You need the Contracts Terms Library Administrator responsibility to create and maintain clauses and contract templates in the Contract Terms Library. On the Create Negotiation page. You can copy an existing document to create a new document of the same type (RFI. You can use contract terms to specify legal and other requirements for your negotiation. When you have finished creating your new negotiation. Clicking Copy places you on a new Create Header page with the existing information inserted. you can click Apply and Create Another. 5. If there are multiple deliverables to define. then click Submit for Approval if approvers are specified for this negotiation.

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

and some team members may be required to approve the final document before delivery to potential suppliers. If you select a line type that is amount based. Such activities can be negotiated by using amount based line types. you might need to negotiate training or consulting services. This includes the entire life of the sourcing document from the initial creation to the award process.4. 2. inviting additional suppliers. Such tasks could include defining the item attributes. Each member can be assigned specific tasks. Access the negotiation. the quantity and unit of measure defaults to the values defined by your administrator and is display only. but more of a service or activity. 3. 2. The possible values are defined in Oracle Purchasing. From the negotiation summary page. and how are they used? Sometimes the item you need to negotiate is not a number of discrete units. and creating document outcomes. For example.4. When you create a negotiation. This takes you to the Requistion Detail page. awarding business to supplier. Page 98/209 . you can specify that an item is amount based by selecting an amount based Line Type value. For the line whose requisition information you wish to view. 4.1.1. Buyers can optionally grant full access to some team members while restricting others to read-only access. This takes you to the Requisition Summary page.10 How do collaboration teams work? When creating a negotiation. click the number link in the Requisition column.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. 2. Click the number link in the Line column. click the Lines subtab.9 What are amount based line types. A category value may also appear if your administrator has defined a default category for that line type. buyers can nominate collaboration team members to participate in the creation and administration of the sourcing document.

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

members of the document collaboration team (if any).4. and the Security Hierarchy members defined in Oracle Purchasing for that document type. 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. selected members can be assigned specific tasks which they must complete.13 What are global agreements. Execution against global agreements can be performed by multiple local operating units. Private The document can be viewed only by the creator. Other members can be selected as approvers of the document. and if so. 2. For example. and members of the document collaboration team (if any). Global agreements: Page 100/209 . See How do collaboration teams work? for more information on collaboration teams. and how do I use them? Global agreements allow buying organizations to negotiate pricing and define agreements on behalf of a shared central environment. All members identified as approvers must approve the final version before the document can be published.1. Also. when the target date is.1. the creator's manager. 2.12 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. meaning they can view but not update the document throughout its lifecycle. Hierarchy The document can be viewed only by the creator.Oracle Sourcing Help If that member has been assigned a task. There are three possible security levels a buyer can select: Public The document can be viewed by any other buyers in the buying organization.4. some collaborators can be defined as having read-only access. 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.

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

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

you can create documents that negotiate for many different types of services.Oracle Sourcing Help 2. rate-based line type. make sure you select a temporary labor. 9. Specify how price differentials are to be used within the negotiation (for example. The Description. If you need to specify price breaks. Unit of Measure and Category will default according to the Job you select. The charge for this type of service is based on hourly rates per person. select Online to continuing entering your line description online. Enter your price breaks including Price Differentials. On the Lines: Create Line page. Enter values in your price fields if necessary. 6. click Select Price Break Settings and ensure it is not set to None.2 What kind of services can I negotiate for? If Oracle Services Procurement is installed and licensed. 2. temporary administrators. To define a temporary labor. and specify the differential associated with this price type. 5. ensure that you choose Blanket Purchase Agreement as the negotiation outcome for temporary labor line types. General services fixed-price lines use a negotiation outcome of standard purchase order. From the Add Line menu on the Create Lines page. vacation). 8. Search and select a job from the Job menu. Fixed-price temporary labor such as contractors. You can include services-related lines with regular amount-based and goods-based lines. Also. Fixed-price services such as corporate accounting services. Job Details. You can negotiate for: Rate-based temporary labor such as office clerical work or a database administrator who charges by unit of time and has higher rates on the weekend. or click Load from Spreadsheet to upload a previously completed spreadsheet file containing all the line information 2. is a response to the price differential required) 7. The charge for this type of service is based on a flat amount for the service provided. maintenance services. rate-based line: 1.2. if appropriate. 3. For temporary labor line types. 4.2. Select the price type (for example. There is a fixed amount limit attached to the service. . and click Go. make sure you select the Global Agreement checkbox. or consulting services. Create attributes as needed to solicit additional information for this line.3 How do I define services related lines? Services related line types allow you to negotiate on labor contracts. Page 103/209 .

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

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

You can also use the Graphical Monitor to view and compare responses to your negotiation. and then click View Response History to see information on responses to this negotiation.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. Page 106/209 . and click Go. Select a contact for the supplier and click Create Surrogate Bid/Quote. 2. Oracle Sourcing buyers can place surrogate bids on behalf of such suppliers. enter the name or contact of the surrogate supplier in the Supplier field and click Go. enter the Bid/Quote Received Time. Once the buyer has received all the bid/quote information. 3. On the Create Surrogate Bid/Quote: Select Supplier and Contact page. From the negotiations summary page. To see the complete list of negotiations you created. Continue from the Terms and Conditions page with regular a response if terms and conditions are required. On the negotiation summary page. click Full List. Click the Responses number to access the Details page for the negotiation. It is when the buyer receives the offline copy of the response or when the supplier mails/faxes the response.3. If you do not see your negotiation. you can either Select View Response History from the Actions menu and click Go. select Create Surrogate Quote/Bid from the Actions menu. Click the negotiation number to access the negotiation summary page where you can see information on the negotiation. 2. You also search for all open negotiations to which you have access.3. Negotiations in which you are participating appear under Your Negotiations at a Glance. 5.2 How do I monitor the negotiations I have created? Access the negotiation you wish to monitor. 6.Oracle Sourcing Help Note that the Your Negotiations at a Glance section shows a limited number of entries based on time remaining. On the Create Bid/Create Quote page. To place a surrogate bid on behalf of a supplier: 1. 2. access the negotiation in which you wish to bid by clicking its number. Sign on to Oracle Sourcing with Sourcing Super User responsibility. 7. Clicking the number of your negotiation takes you to the negotiation summary page. click Full List. a surrogate bid can be entered into the negotiation. From the Negotiations Home page. 4.

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

The Analyze Line: Compare Quotes/Compare Bids page displays a sideby-side comparison of the response details for all responses you chose to compare. Note that there may be two other charts available on the page depending on how you defined your negotiation attributes. Open the file and complete it according to the directions in the Instruction file. 4. These charts compare different aspects of the responses. You can use an Excel spreadsheet file or a text spreadsheet file. On the Negotiation Summary page. If there are any attachments. The Attribute Group Scores chart compares competing responses in terms of attribute group totals. To download responses: 1. 5.3. If you did not use price elements in your negotiation. If you defined price elements to be included in your price calculation. From the Your Negotiations at a Glance section. 2.6 How do I download the responses I have received? You can download all the bids and quotes you receive for a negotiation into a spreadsheet for offline viewing. Save the file to a convenient location. Page 108/209 . 2. select Export Quotes/Bids from the Action menu. The Price Analysis chart compares the calculated line prices offered by the responses. you can view them by clicking the icon in the Notes/Attachment row. On the Export Quotes/Bids to Spreadsheet page. 3. you should also download the Instructions file. You can pause your cursor over each section of the bar to see the exact response value to that segment. Save the file. If you have never used spreadsheet files before. Each response is identified by its response number. This is useful if you have received a large number of responses and want to compare them offline. the chart will show the total price calculated by combining all the responses to the price elements. You can display these charts by clicking the triangular icon labeled Show Chart. there will be only one segment for each graph with that segment comparing simply the price. You can download bids whether the negotiation is open or closed. You can also update the spreadsheet with your award decisions and then upload it to identify winning responses.Oracle Sourcing Help 6. click the negotiation number for the negotiation to access the Negotiation Summary page. select the type of spreadsheet you wish to down load.

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

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

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

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

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

2. you cannot extend an auction after its first AutoExtension has been triggered.Oracle Sourcing Help 2. If your negotiation is not displayed. On the Extend RFQ/Extend Auction page. A notification will be sent to all participants. However. follow the instructions to add new suppliers. click the negotiation number link for the negotiation to which you wish to add additional suppliers. specify a new close date and time. 2. On the negotiation summary page. click Full List. To manually extend your negotiation: 1. select the Extend RFQ/Extend Auction option from the Actions menu and click Go. For example. you entered an award date. 6. Enter a new close date and time. If. 3. click the negotiation number for the negotiation you wish to extend. You cannot manually extend your negotiation after it has closed. and your award date remains January 20. 2. If you don't see the negotiation.3. Under the Your Negotiations at a Glance section of the Negotiations Home page. click Full List. your new close date is January 18. Additionally. 4. if you extend that auction for only 3 days. these dates will also be extended by the same number of days that you extend your negotiation if the dates are scheduled to occur before your extended close date. and you extend that auction for 7 days. 3. Click Apply. and your new award date is January 27. On the Invite Additional Suppliers page. You can also enable AutoExtend or modify your AutoExtend settings if you wish. when creating this negotiation.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.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. your new close date is January 22. Select Add Invitees from the Actions menu and click Go. need-by date. 5.3. Page 114/209 . if your negotiation includes a January 15 close date and a January 20 award date. and/or long-term agreement dates. To add suppliers to a negotiation: 1. Under the Your Negotiations at a Glance section on the Negotiations Home page. Click Apply.

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

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

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

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

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

click the negotiation number for the negotiation you wish to cancel. 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. This update is called an amendment. 3. For example. If you do not see the negotiation. you can enter a text note to participants explaining why you are canceling the negotiation. 2. or the items are no longer needed. Page 120/209 . there may have been too few responses. you may wish to simply cancel the negotiation.3.16 How do I cancel a negotiation? Sometimes. select the Cancel RFQ/Cancel Auction option from the Actions menu and click Go. Click Apply.Oracle Sourcing Help 2. Click Apply. 2. 4. Note that you cannot manually close an auction after its first AutoExtension has been triggered. The system notifies all the invitees and participants of the cancellation. On the negotiation summary page.3. 2. In any of these cases. On the Cancel page. Under the Your Negotiations at a Glance section of the Negotiations Home page. if no preview date/time was specified) and before the close date/time. Also the line requirements have changed. On the Close Early page. Amendments can be created anytime after the preview date/time (or open date/time. select the Close Early option from the Actions menu and click Go. or the terms of the responses are not acceptable.3. 3. Under the Your Negotiations at a Glance section of the Negotiations Home page. the buyer can update information defined in the document if necessary. This note is included in the notification that will be sent. the responses to your negotiation do not meet your needs. click the negotiation number for the negotiation you wish to close. enter a note to your suppliers. If desired. 1. 2.17 How do I create an amendment to a negotiation? After publishing a negotiation. 5.15 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. To close your negotiation early: 1. On the negotiation summary page. click Full List. enter the new date and time you want to close the negotiation or choose to close it immediately.

Buyers need the capability to download and print a negotiation for offline review. or updates to line information if necessary. Responders should be able to complete negotiation documents and return the results by FAX. current prices.3. The printed version also does not include any price elements Page 121/209 . 8. enter any line changes. The printed version of the negotiation is appropriate for public display since it excludes all internal data such as internal attributes. no new responses can be received on the previous negotiation. You can review the new changes compared to the current active negotiation by clicking Review.. Government organizations in particular present solicitation packages according to a unified format. 7. or names of invited suppliers. Draft amendments are available on the Negotiations Home page if you click Drafts in the Manage Quick Links section. for example. On the negotiations summary page. 5.18 How do I print information on my negotiation? Much business communication today is carried and managed offline. the Submit button changes to Publish. Approvers will receive notification that they need to approve the amendment. 4. and there are clauses and deliverables defined to this negotiation. You go to the Create Header page. 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. On the Create Amendment: Lines page. You can save the amendment as a draft at anytime during the creation process if you click Save Draft. Notice that the negotiation number has now been given a suffix. 3. 2. 2.1. mail or email. deletions.Oracle Sourcing Help To create an amendment to a sourcing document: 1. If you have approvers identified on the Collaboration Team on the Create Header page. 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. You cannot add or delete suppliers on the Create Amendment Suppliers page during an amendment. these can be changed on the Create Amendment: Contract Terms page. Once you click Publish. 6. use the active negotiation's negotiation summary page. additions. This suffix is incremented every time you create a new amendment for this document. All suppliers will be required to acknowledge the amendment and resubmit their responses to be eligible for award. On the Create Amendment Header page. 12345. select Create Amendment from the Actions menu. To invite new suppliers. Once approved (or if approval is not required).

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

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

2. In addition. On the Confirmation page. select Unlock from the Actions menu and click Go. Close the negotiation if it is still open. 2. You can accept and use the decisions generated by the AutoAward feature.1 How do I view the responses I have received? 1. There is an entry for each supplier who has placed a quote/bid in the negotiation.4 Awarding Negotiations 2. In addition.3 What are the different methods I can use when performing awards? Once you have closed your negotiation and analyzed the responses you received. 4.2 How do I unlock and unseal a sealed RFQ or auction? In a sealed RFQ or auction the buyer cannot see the bids until the RFQ/auction is unlocked. You can award an individual line to a single supplier. An RFQ/auction can only be unlocked and unsealed after it is closed. select View Quote/Bid History from the Actions menu and click Go. Note: You will always be able to unlock and unseal an RFQ/auction you have created. To see details about a particular response. an RFQ/auction cannot be awarded until it is unlocked. 3. 2. click the negotiation number link of the negotiation you wish to see.Oracle Sourcing Help 2. you can make your award decisions. click "Return to Negotiation Summary.4.4. Select Unseal from the Actions menu and click Go. On the negotiation summary page. The Quote/Bid History page displays the responses the negotiation has received. Page 124/209 . 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).4. 2. respondents in the RFQ or auction cannot see other quotes/bids until the buyer also unseals the RFQ/auction (although the identity of other suppliers is revealed to the suppliers in an auction). You can divide an individual line among multiple suppliers. other users from your company who have the appropriate function security can also unlock and unseal your RFQ/auction. click the number link in the Quote/Bid column. On the negotiations summary page. Additionally. From the Your Negotiations at a Glance section of the Negotiations Home page. 3. To unlock and unseal an RFQ/auction: 1. The resulting page shows details about the response." 4.

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

Oracle Sourcing Help Page 126/209 .

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

Click Save Award To award a single line to a supplier: 1. you cannot award more units than specified in the negotiation quantity. For amount-based line types. an awarded chekmark appears for the line. 3. 2. If you have removed any suppliers from the shortlist. select the line you wish to award 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. Select the next line to be awarded and click Award. Once a line has been totally awarded. Continue until all lines have been awarded. Once you have selected the suppliers and specified the number of units to be awarded to each. click Save Award. 4. 6. o o 3. On the Award by Line page.Oracle Sourcing Help line in the negotiation. 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 choose to download only the responses from the remaining shortlisted suppliers. You can choose to leave it unawarded. Note the following: o o If you select multiple suppliers for this line. you can split the award by entering a value in the Award Quantity for each supplier. This is useful if you have received a large number Page 128/209 . Follow the instructions in Step 2 and Step 3 above to enter that line's award decision 7. To award using a spreadsheet: If you wish to download the responses for a negotiation. 5. 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. On the Award Line page. you see all the suppliers that responded to this line. For quantity-based line types. 2.4. select Award by Spreadsheet from the Actions menu. but you can award less. the award simply identifies the supplier from whom business will be awarded in the future . For each line. You do not have to award a line. select the radio button for the supplier to whom you wish to award that line. Click "Award by Line" to return to the Award by Line page.

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

Oracle Sourcing Help

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

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

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

Oracle Sourcing Help

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

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

You receive two bids as follows on the auction item:

Bidder Office Supplies Your PCs

Bid Quantity 30 30

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

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

Bidder Office Supplies Your PCs

Bid Quantity 30 30

Consumed Quantity 30 20 10

On Number 12345 12345 98762

Requisition

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

Oracle Sourcing Help

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

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

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

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

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 can see you award information by clicking the link under the Details column (or by clicking "Show All Details"). 4. Choose an Acceptance Level from the drop-down menu. you can use an Acceptance Level value of Document and Signature to perform contract binding. To generate a purchase order document: 1. click Initiate Approval to begin approval for this purchasing document. 6.12 How do I generate a purchase order document? Once you have saved your award decisions. Select Complete Award from the Actions menu and click Go. 3. 5. If Oracle Procurement Contracts is installed and licensed.Oracle Sourcing Help 2. 2. In you are creating a blanket purchasing agreement. click the link to return to the negotiation summary page. specify the start and end effective dates. 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). 5. On the Confirmation page. click Submit if you wish to complete the award process. See What is contract binding? for more information. you can obtain information on the supplier to whom you awarded business. Click Submit. If you have an approval procedure set up in Oracle Purchasing. you can choose whether or not to create a purchase order document. so you may wish not to notify suppliers until a later date when the purchase document is fully approved). On the award Confirmation page. On the Review and Submit Complete Award page. Page 136/209 . you return to the negotiation summary page to complete the award process and generate a purchase order document. On the Complete Award page. 2. 3. The Confirmation page informs you that the award is complete.4. To complete the award process: 1. On the Create Purchase Order page. 4.

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

All these negotiations can be viewed and accessed from the Your Negotiations at a Glance section of the Negotiations Home page. select the type of search from the "Search Negotiations" menu. Page 138/209 . There are several criteria you can use when performing a search to restrict the number of search results. click Full List. One may still be in its preview period. item. and click Go.5. on the Negotiations Home page. These include number. another open and being responded to. To perform a search. or supplier. These include those mentioned above as well as type. enter a value for the search criteria in the Search Negotiations fields at the top of the Negotiations Home page.1 Searching for your negotiations in which you are participating: At any point in time. status. From the Your Negotiations at a Glance display.2 Searching for all negotiations to which you have access: In addition to the negotiations you own. To see the complete list of negotiations you created. specify a search value and click Go. 2. supply a search value. style. project number. click Advanced Search. event. you enter search values for multiple search fields. creator. You can click the responses link to go to the History page where you can see the details of any responses. Enter search values for as many search fields needed to qualify your search. 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 negotiation number link to go to the negotiation summary page to see details of the negotiation. When using the simple search method. item category.1. security level. and a last closed and being awarded. For others you enter values. title. you may have access to negotiations owned and created by other buyers either because you collaborated on that negotiation or because the negotiation is public. You can use any combination of these search criteria to reduce the number of results you receive. To perform a simple search. 1. and task number.1.5. You can select one of two search methods: simple and advanced. you select one of the criteria mentioned above from the drop down menu.Oracle Sourcing Help 2. For some fields you select menu options. A common task is monitoring and administering all these different negotiations. Note that the display shows only a limited number of negotiations. you may have several negotiations that are in different states. When using the advanced search. To perform an advanced search.

On the Manage Draft Negotiations page. You can search both the Approved Supplier List and the Supplier Master at the same time. 5. Click the Manage quick link under Drafts on the Negotiations Home page. 2. If the draft is locked. o o On the Search and Select: Suppliers page Page 139/209 . Click "Responses" to go to the negotiation History page where you can see information on current responses. Click Edit to update the draft.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. Click the Number link to go to the negotiation summary page where you can see information on the negotiation. you can send invitation notifications to particular suppliers inviting them to participate in the negotiation. you can use % as a wildcard. negotiation creator. click Unlock to access it. Scroll through the Results display until you see the target draft.4 Searching for suppliers: When creating a negotiation. You can also search the Approved Supplier list for suppliers of a particular status (for example. Scroll through the Results: Negotiations display until you find the correct negotiation.1.5. Select the draft and continue processing. negotiation title. Click Review and Submit to publish the draft.Oracle Sourcing Help When entering values. 4.5. and click Go. o You can search the Approved Supplier List to identify suppliers who sell a particular item or commodity. 2. and proximity to open date (specified as the number of days outstanding). You can use % as a wild card value 3. You can search on negotiation number. the Supplier Master. as well as information provided by the supplier company itself. approved or new). 2. You can search the Supplier Master to identify suppliers who meet certain criteria. You can identify the suppliers you wish to notify by searching information in the Approved Supplier List. select a search type from the menu.1. for example. When you are finished. Enter your search values. You will also search for suppliers to add them to reusable invitation lists and/or negotiation templates. To search for and manage a draft negotiation: 1. minority-owned or small business. click Go. 2.

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

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

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

type (bid or quote). as well as the total amount awarded to this supplier.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 buyers and suppliers collaborate on procurement-related activities both price savings and efficiencies occur as a result of the increased amount of information flowing through the system. Sourcing Buyer Intelligence Reports 4. View summary reports that allow additional details. You can sort the report by clicking on the any of the underlined column headings.1. the report shows the total amount generated by each sourcing transaction. savings is zero. Page 143/209 .2 What are the Sourcing Intelligence reports I can generate? You can generate any of the following Sourcing Intelligence reports: 4.1. Identify potential savings opportunities. 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. Identify negotiation opportunities. You can view the reports online. Amounts do not include lines where award quantity and award amount are unspecified. To run the Awards by Supplier report. For each supplier. 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.1. Sourcing Intelligence promotes the increased efficiency by enabling visibility and analysis of system transactions.2.1 4.1 Awards by Supplier report What are the Awards by Supplier report? The Awards by Supplier report displays a summary of all awards made by the buyer to supplier(s). See "How do I export report data to a spreadsheet?" 4. You can use Sourcing Intelligence to: Track trends of purchases over time.Oracle Sourcing Help 4. If Current Price is not available.

Blanket Purchase Agreement. Once you have generated a Savings by Category report.1 "How do I run the reports?" Notes: Note the following when generating and evaluating report information: o o o o When entering a category search parameter. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity.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. the report reflects only the system-hosted catalog item categories. Any report displaying calculated amounts does not include any RFI amounts. you can generate a Savings by Item (Section 7. If Current Price is not available. the report reflects only the system-hosted catalog item categories.1.1. The report is sorted by category.1. or All Outcomes. To run the Awarded Bids Detail report. Any report displaying calculated amounts do not include any RFI amounts. Note the following when generating and evaluating report information: When entering a category search parameter.2. Amounts do not include lines where award quantity and award amount are unspecified.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. Amounts do not include lines where award quantity and award amount are unspedified.2. To run the Savings by Category report.3. see "How do I run the reports?" Note: For the Auction Outcome report parameter.1) report for the items listed.Oracle Sourcing Help 4. savings is zero. see. 4.1. with the category with the highest productive award appearing first. select Standard Purchase Order. You can view the supporting awarded bid by clicking the Auction number or Bid number. Page 144/209 .2. Section 4.

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

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

2 Intelligence Reports 4. click the Reports tab.Oracle Sourcing Help To view transactions in all currencies: When you view transactions for a selected currency in a report. To run the Awards by Supplier report. You can sort the report by clicking on the any of the underlined column headings. see "How do I run the reports?" Page 147/209 . Enter any search criteria into the appropriate fields. 4.) An asterisk (*) indicates a required field: o *From and Through Date Enter a date range for extracting and summarizing transactions. o o Category (if available) Select the category of interest using the search icon next to the field. For each supplier. It also gives a breakdown by negotiation type of the total amount of money transacted. Click the link for the report you want to run. if you want to view all transactions completed in all currencies. and click Go. as well as the total amount awarded to this supplier.2. o 4. 5. 2.3. In the spreadsheet. are displayed. including the selected currency and the currency code. If left blank. you can export the report data to a spreadsheet. (Not all reports have all of the following search criteria. See "How do I export report data to a spreadsheet?" 4. click Show Chart (if available) for a graphical representation of the report. the report defaults to your functional currency. The Sourcing Reports page displays information on the reports in the system. only transactions for that selected currency are displayed.1 What is the Awards by Supplier report? The Awards by Supplier report displays a summary of all awards made by the buyer to supplier(s). On the Negotiations Home page. transactions for all currencies. if desired.1 How do I run reports? 1. Click Export to Spreadsheet to download the report. Currency Select the currency of interest. the report shows the total amount generated by each sourcing transaction type (bid or quote). Once the report displays.1. However. 3. Suppliers (if available) Select the suppliers of interest using the search icon next to the field.

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

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

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

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

or price breaks associated with it. The Negotiation Summary page displays all the current information for this negotiation. (See section 5.2. Monitor the action in the negotiation in which you are participating. 2.3 How do I respond to a negotiation? Suppliers can respond to public negotiations and private negotiations to which they have been invited. 2.1. Under Open Invitations. pricing.1 “How do I monitor negotiations to which I've responded”). 3. Alternatively. The Notes and Attachments section displays any text messages from the buyer and any attached files. This includes such information as the time the negotiation.4.4 How do I view the details of a negotiation before placing a response? 1.Oracle Sourcing Help Creating and managing sourcing events Updating profile information Viewing award decisions Updating profile information 5. detailed item information. 5. price elements. the response controls. Click the negotiation number to access the Negotiation Summary page. If the item has attributes. shipping and billing information. Submit your response (bid. you can view information on the item attributes by clicking the "View" link under the Details column. click the negotiation number to access the Negotiation Summary page for the negotiation in which you are interested.1 “How do I access negotiations”). Page 152/209 . 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. (See Section 5. To respond to a negotiation you must: 1. Find a negotiation in which to participate (See Section 2.1.1. Attachments can be viewed by clicking the paperclip icon. use the Search Negotiations fields to access the Active Negotiations page.6 “How do I submit a response online”). or quote).

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

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

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

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

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

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

On the Create Bid page. The AutoRefresh page updates the current best bid price and your bid status for each item in the auction. You cannot proxy bid on any items that have price elements. you can adjust the AutoRefresh interval setting to change the length of time between page refreshes. select the category from the View menu. 5.Oracle Sourcing Help Item attributes provide extra information about a negotiation item. In an auction that includes more than one item. then click Go. you allow the system to automatically rebid on your behalf whenever a competing bid price beats your bid price.1. you can proxy bid on some items and bid manually on others. Such costs can include discrete charges such as import duties or activities such consulting or training costs. you can set your responses apart from your competitors' responses and enable buyers to make better-informed award decisions. 4. By providing item details and specifications in item attribute fields. On the AutoRefresh page. Using price elements allows you to target additional costs related to a particular negotiation item. Item attributes also allow you to provide more information and details when entering responses. click AutoRefresh On. Locate an open auction in which you'd like to bid. In Multi-Attribute Weighted Scoring negotiations. Your bid status is No Bid for any item on which you have not placed a bid. Item attributes make a negotiation item more descriptive and can be used to ensure that all responses submitted for the item include details not included elsewhere in the item information.10 What is proxy bidding and how does it work? By activating proxy bidding. Click Create Bid to deactivate AutoRefresh and place a bid on the auction.9 What is AutoRefresh? AutoRefresh enables you to continuously monitor the bidding in an auction before or after you submit a bid. Select the auction and click Respond. 5.1. and Lose for any item on which you have been outbid. 3. To activate AutoRefresh: 1. Win for any item on which you have the current best bid price. and 2) the details that a negotiation participant should provide when entering a response for that item. 2. your responses to an item's attributes are scored and weighted to allow the buyer to make more informed decisions. They define 1) unique specifications that are set for a negotiation item. 5. Page 159/209 . If you want to display only those auction items that are included in a specific category.

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

Click Create Bid to create a new bid. the system will continue to rebid at lower prices until the bidder's minimum bid price is reached. continue entering your new bid information (including new proxy specifications if desired). the bidder may wish to halt the proxy bidding to update bid information. once proxy bidding has been initiated. In both these cases. Once you have placed a bid using proxy bidding. it can be allowed to run to conclusion. 3. the promise date offered by the bidder may need to be updated due to unforeseen situations at the time the proxy was begun. you can monitor its progress by locating the negotiation number under Your Active and Draft Responses section of the Negotiations Home page. this happens when the bidder needs to update bid information. 5. To view the details of your current bid. To continue placing a new bid.Oracle Sourcing Help 5. The Cancel Proxy Bidding page shows all line items for which you have proxy bidding enabled. Power bidding cannot be used if any of the auction items contain price elements. all of your bids (losing and winning) in an auction are improved by the percentage you enter in the Power Bid field. The bidder specifies the amount of the price decrement (expressed as a percentage or a flat price reduction) and the minimum price to offer. Or in a multiattribute weighted negotiation. Usually. there may be certain instances in which the bidder needs to end proxy bidding early. Once enabled. Cancelling proxy bidding In most cases. 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. and click Cancel All Proxies.1. click Cancel Proxy at the bottom of the page. At this point.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. 1. On the Rebid page. Page 161/209 . For example. When you use power bid. 2.12 What is power bid? Power bid allows you to expedite your rebidding when you have bid on several items in the same auction. Select the items for which you wish to disable proxy bidding. click Create Bid. To cancel proxy bidding. However. proxy bidding in suspended. When the Rebid page appears. click the Response number link. the bidder may wish to update the non-price related information to improve the price to total score ratio.1.

1. From the negotiation summary page. Save the file. click the negotiation number and review the negotiation's details and lines. for example. Enter numbers. 7. even if your new bid price exceeds the current best bid for any auction item. As you prepare to respond. 2. The recalculated price appears in the Price field. 3. select Create Quote/Bid from the Action menu and click Go. You can then enter a new power bid percentage and click Go to revise your power bid. Access the open negotiation to which you wish to respond. 4.25. select the type of file(s) you wish to download. 6. Click Recalculate to preview your power bid prices. To download a spreadsheet and prepare your bid or quote offline: 1. click Clear Changes. Bulk loading is also useful if you respond to similar negotiations that occur repeatedly. 4. Because you are only previewing your power bids.Oracle Sourcing Help To use power bid: 1. 3. click Submit Bid and review the details of your bid. Page 162/209 . 5. Navigate back to the Quote/Bid by Spreadsheet page. Save the spreadsheet file to a convenient location. On the Quote/Bid by Spreadsheet page. When you are satisfied with your power bid prices. You can download an Excel spreadsheet or a text spreadsheet. 2. If you want to return to your original bid prices. Open the spreadsheet file and complete according to the instructions in the Read Me file included in the zip. After you have located a negotiation on which to bid. then click History to review responses. You can create the spreadsheet once and then make only the modifications necessary for a particular negotiation. your bid status does not change yet. Your bid prices so not take effect until you click Submit Bid. 5.13 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. you may want to look at responses that have already been submitted (not viewable in blind or sealed auctions or in RFQs). Access the auction on which you want to rebid. On the Create Bid page. 5. enter the power bid percentage by which you want to decrease each of your bids in the auction.

click Submit. or the buyer may decide to change negotiation criteria such as terms and conditions. On the Review Quote/Bid page. If the item is unchanged from the previous round. After you have located the negotiation in which you wish to participate. Browse to the location where you saved your spreadsheet file. 5. 9. you can respond with your new Quote/Bid. use your Back button. check your response information. 2. Quote/Bid controls. Verify the details of your quote or bid. Access the negotiation on which you wish to rebid. Once you have displayed the new negotiation. enter your new bid information and click Continue. If correct.Oracle Sourcing Help 7.1. There are several reasons why this might happen. Once the buyer has published the updated RFQ/Auction. you can continue placing your re Page 163/209 .1. 3. If the buyer has updated an item for the new round. If the negotiation is an RFQ. your prior response is carried over to the new round. The Bid Confirmation/Quote Confirmation page displays your bid number. click Create Quote/Bid. you can easily identify the updated information by clicking View New Round Summary. 4. After you have analyzed the updated negotiation information. The system will validate the response information you entered in your spreadsheet. you will need to respond to that item again. Click Import. On the negotiation Details page. notifications are sent to the original and any newly added participants. You respond to a second-round negotiation the same way as to the initial negotiation. or the invitation lists. Click Submit. Click the response link to access the Details page. On the Rebid/Requote page. 5.15 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. the initial round might have been simply for information gathering purposes. 8. If you need to make changes. The Multi-Round Modifications Summary page shows you negotiation information that has been updated since the previous round.14 How do I rebid on an RFQ or auction? 1.

5. 1. Search for the negotiation. Such updates are called amendments. Review the negotiation's terms and conditions. click Cancel.1. If there are multiple amendments. click the checkbox and then click Acknowledge. click Accept. You are informed that the negotiation has amendments and are prompted to acknowledge them.1. Click Yes. When you respond to such a negotiation. You will not be allowed to enter a response in the negotiation. the buyer may need to update some of the information defined in the sourcing document. 6. you must review and acknowledge each one. Once you have acknowledged all the amendments. Page 164/209 . On the Acknowledge Amendment page. To respond to a negotiation that was amended before your first response: If the amendment was made prior to your first access. 3. then continue entering your response.16 Why would a negotiation have special terms and conditions? Your buying company can include customized terms and conditions that govern its negotiations. Once a document has been amended. you must have reviewed all the amendments and placed a response to the latest one. you must review and acknowledge the amendments and place a new response. If you placed a response before the amendment was made.Oracle Sourcing Help 5. you will only be able to respond to the amended version. review the document information. To respond to a negotiation that was amended after your first response: 1. To be eligible for an award decision. If you do not accept the negotiation's terms and conditions. 2.17 How do I respond to an amendment to a sourcing document? After publishing a negotiation. 4. you can continue to respond to the negotiation normally. the next time you access the system the status of your initial response will have been changed to Resubmission Required in the Your Active and Draft Responses section of the Negotiations Home page. 5. these terms and conditions are presented before you enter the details of your response. Select the negotiation and click Respond.

Click Acknowledge. there may be deliverables to which you must respond.Oracle Sourcing Help 2. Contract terms are displayed in the Contract Terms section of the page. the due date for completion of that deliverable has passed and that deliverable is late. The currently active version has the highest number and is the first entry in the table. You are presented any additional amendments. 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.18 How do I respond to a deliverable defined to a negotiation? Deliverables are additional requirements a buyer may request of a supplier over the course of a negotiation. The amended versions are suffixed with an incrementing counter. 5. 2. and you must respond to these deliverables before their dates expire. The negotiation summary page shows the original version of the negotiation. If Oracle Procurement Contracts is implemented by the buying organization. Once you have completed the tasks outlined in the deliverable. Click the suffixed number links to see the different versions of the sourcing document. 3.1. 5. You use the Create Response page to enter your response to the buyer's negotiation. The Review Changes page identifies the information that has changed. This includes responses to any contract terms the buyer has defined. 4. Click Acknowledge Amendment. and then click the checkbox acknowledging you have reviewed the amendment. Each deliverable has a due date. 6. If there is an X icon in the Alert column. you can place a new response on the negotiation. On the Acknowledge Amendment page. Once you have acknowledged all the amendments. you are presented the first amendment. the responsible party failed to perform the deliverable. Page 165/209 . 1. or click the Review Changes icon to see what information changed between a version and its prior version. Click the Update icon. The Amendment History page has entries for the original negotiation and any subsequently amended versions. 9. You can toggle between the current version and its prior version using the buttons. 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. If there are deliverables. 7. To be considered for an award decision. which you must review and acknowledge. they will be listed in the Deliverables section. you respond to the deliverable and update its status. Click "View Amendment History" to see the changes made to the original negotiation. If there is an exclamation point icon in the Alert column. 8. Review the information.

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

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

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

click Full List. On the negotiation summary page. 2. current prices. If you cannot see all your negotiations. select Print Document from the Actions menu 3. The printed version of the negotiation is appropriate for public display since it excludes all internal data such as internal attributes. or names of invited suppliers. 1. Government organizations in particular present solicitation packages according to a unified format. The printed version also does not include any price elements defined to the negotiation. To print a negotiation (for buyers): 1. 3. On the Negotiations Homepage. the clauses and deliverables are printed as well. 5. 4. click the Response number link. and click Cancel All Proxies.2. These negotiations are listed under the Your Negotiations at a Glance section. The Cancel Proxy Bidding page shows all line items for which you have proxy bidding enabled. open and inspect the print directly. On the Rebid page. continue entering your new bid information (including new proxy specifications if desired). click Cancel Proxy at the bottom of the page. you can monitor its progress by locating the negotiation number under Your Active and Draft Responses section of the Negotiations Home page. search for the negotiation you wish to print. When the Rebid page appears. click Create Bid.9 How do I print information on my negotiation? Much business communication today is carried and managed offline. mail or email.Oracle Sourcing Help To cancel proxy bidding. When the prompt box appears. Responders should be able to complete negotiation documents and return the results by FAX. Page 173/209 . Click Create Bid to create a new bid. To view the details of your current bid. If Oracle Procurement Contracts is implemented and the sourcing document has contract terms attached to it. Once you have placed a bid using proxy bidding. Select the items for which you wish to disable proxy bidding. To continue placing a new bid. Buyers need the capability to download and print a negotiation for offline review. 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). or save it to a location on your machine and review the document there. 2. Access the negotiation by clicking its negotiation link.

When the prompt box appears. search for the negotiation for which you wish to print the contract terms by clicking the negotiation number link. you must review and acknowledge each one. Search for the negotiation. 2. you must have reviewed all the amendments and placed a response to the latest one. select Print Document from the Actions menu. 1. Such updates are called amendments. Click the Contract Terms link in the navigation bar. Select the negotiation and click Respond. 4. click the checkbox and then click Acknowledge. 3. To respond to a negotiation that was amended before your first response: If the amendment was made prior to your first access. Once you have acknowledged all the amendments. If there are multiple amendments. On the Negotiations Home page. 5. To be eligible for an award decision. review the document information. Click Preview Contract Terms. or save it to a location on your machine and review the document there To print contract terms only: 1. On the Acknowledge Amendment page. 5. On the negotiation summary page. you will only be able to respond to the amended version. search for the negotiation you wish to print by clicking the Negotiation Number link. 2. open and inspect the print directly or save it to a location and review the document locally. 6. Once a document has been amended.10 How do I respond to an amendment to a sourcing document? After publishing a negotiation. 3. You are informed that the negotiation has amendments and are prompted to acknowledge them. open and inspect the print directly. you can continue to respond to the negotiation normally. 3.Oracle Sourcing Help To print a negotiation (for suppliers): 1. the buyer may need to update some of the information defined in the sourcing document. When the prompt box appears. Page 174/209 . On the Negotiations Homepage. Click Yes. 4.2. 2. you must review and acknowledge the amendments and place a new response.

Click the negotiation number link to view the original negotiation and its updates. 5. Click Acknowledge Amendment. The negotiation summary page shows the original version of the negotiation. Contract terms are displayed in the Contract Terms section of the page. Once you have acknowledged all the amendments. You are presented any additional amendments.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. Review the information. 6. Click "View Amendment History" to see the changes made to the original negotiation. Page 175/209 .Oracle Sourcing Help To respond to a negotiation that was amended after your first response: 1. Deliverables are part of the contract terms the buyer may have defined and are typically additional pieces of documentation that must be provided by the supplier. The Review Changes page identifies the information that has changed. 2. you must acknowledge that you have viewed the amendment and placed a new response 7.2. you are presented the first amendment. You use the Create Response page to enter your response to the buyer's negotiation. You can toggle between the current version and its prior version using the buttons. and then click the checkbox acknowledging you have reviewed the amendment. Click Acknowledge. 4. 8. The Amendment History page has entries for the original negotiation and any subsequently amended versions. If Oracle Procurement Contracts is implemented by the buying organization. On the Acknowledge Amendment page. 3. 5. which you must review and acknowledge. The amended versions are suffixed with an incrementing counter. The currently active version has the highest number and is the first entry in the table. there may be deliverables to which you must respond. This includes responses to any contract terms the buyer has defined. Click the suffixed number links to see the different versions of the sourcing document. If you placed a response before the amendment was made. 9. or click the Review Changes icon to see what information changed between a version and its prior version. you can place a new response on the negotiation. the next time you access the system the status of your initial response will have been changed to Resubmission Required in the Your Active and Draft Responses section of the Negotiations Home page. To be considered for an award decision.

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. If you receive a Task Access Restriction message. or if you cannot view or access a specific page.1.4 Why can't I access some pages. some browsers will not upload files or browse directories whose names contain language-specific marks such as accents or umlauts. 6. If you are using a slow dial-up connection. the steps you performed that led to the problem. Users who are associated with this responsibility can access and perform specific features. If you still cannot determine the cause of an error or failure.5 Whom should I contact about technical difficulties? If you experience technical difficulties with this system you should contact your system administrator. or multibyte languages (such as Chinese). 6. and (for bulk load jobs only) the job number. particularly for large files. the connection. links. note the error text if any. task bar option. Note: Depending on how the system is set up.2 Glossary A Agreement Terms (Blanket Purchase Agreement only) Agreement terms are optional. Agreement Start Date/Agreement End Date The period during which the blanket purchase agreement is effective. button.1. link. Your Sourcing responsibility assignments determine which features you can use. If the feature in which you are uploading allows. Total Agreement Amount Page 180/209 . Function security means that features can be used only by users who are allowed access to the features. you should contact your system administrator to request additional function assignments. or other feature. or task bar options? All system features are controlled by function security and your userid.Oracle Sourcing Help 6.6 What if I have problems uploading files? Check the online Help about errors or failures. buttons.1. 6. Then contact your system administrator. Your system administrator controls function security by creating a Responsibility consisting of different functions. try placing the file in a WinZip file to reduce the file size or using a faster connection to the system. or if your upload does not complete. may time out before the system receives the file.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

services. a Windows screen reader. JAWS may not always read a line of text that consists solely of a bracket or brace.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.com/accessibility/.3. however.3 Documentation Accessibility Our goal is to make Oracle products. To that end. to the disabled community. Oracle neither evaluates nor makes any representations regarding the accessibility of these Web sites. These other Oracle Applications may require separate licenses. This documentation is available in HTML format. For additional information. may not always correctly read the code examples in this document. The conventions for writing code require that closing braces should appear on an otherwise empty line. and must be fully installed to take advantage of their features. and Oracle is actively engaged with other market-leading technology vendors to address technical obstacles so that our documentation can be accessible to all of our customers. and supporting documentation accessible. 6.1 Accessibility of Code Examples in Documentation JAWS. visit the Oracle Accessibility Program Web site at: http://www.oracle. Standards will continue to evolve over time. 6. our documentation includes features that make information available to users of assistive technology.4 Product Integration and Licensing This documentation includes information about many features of Oracle Applications other than this product.3.Oracle Sourcing Help 6. with good usability. and contains markup to facilitate access by the disabled community. Page 195/209 . 6.

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. Appendix 7.3. Page 196/209 . see Section 4. as well as the total amount awarded to this supplier. Amounts do not include lines where award quantity and award amount are unspedified. 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.Oracle Sourcing Help 7. savings is zero. Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity.1. 7. If Current Price is not available.1.1 «How do I run the reports?" Notes: Note the following when generating and evaluating report information o o o Any report displaying calculated amounts does not include any RFI amounts. For each supplier. Inc. Copyright 2000 Three D Graphics.1 What are the Awards by Supplier report? The Awards by Supplier report displays a summary of all awards made by the buyer to supplier(s). Inc.type (bid or quote).

Amounts do not include lines where award quantity and award amount are unspedified. Blanket Purchase Agreement.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. You click the category to obtain a list of items within that category and how much revenue you have received off that item. Amounts do not include lines where award quantity and award amount are unspecified. savings is zero. Any report displaying calculated amounts do not include any RFI amounts. To run the Savings by Item report. select Standard Purchase Order. To run the Awarded Bids Detail report. savings is zero. 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.1. 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. You can view the supporting awarded bid by clicking the Auction number or Bid number. you can further drill down into the categories and display how much you have generated by item within that category. For each supplier.2 What is the Savings by Item report? Once you have the Savings by Category report generated. the report shows the total amount paid to this supplier. 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. Page 197/209 .Oracle Sourcing Help 7. 7. see "How do I run the reports?" Note: For the Auction Outcome report parameter. or All Outcomes.1. If Current Price is not available. 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.

savings is zero.1 How do I create an attribute list? You can create attribute lists to include in your sourcing document templates or to use when creating new negotiations. To create an attribute list: 1. Page 198/209 . select Standard Purchase Order. the attributes on the list will apply to all lines added to a negotiation created with that template (though the buyer who is using the template can edit and remove attributes as appropriate). Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. click either Create Header Attribute List or Create Line Attribute List . see "How do I run the reports?" Note: For the Auction Outcome report parameter. To run the Awarded Quotes report. Active lists are available for use by buyers during negotiation creation.Oracle Sourcing Help 7. Any report displaying calculated amounts do not include any RFI amounts. Blanket Purchase Agreement.4 What is the Awarded Quotes report? The Awarded Quotes report displays information about the selected RFQs that have been awarded in the system. Click "Attribute" under the Reusable Lists area of Quick Links on the Negotiations Home page . 7. Attribute lists are named groups of line attributes (line characteristics) that applies to a line in a negotiation. Note the following when generating and evaluating report information: o o o o When entering a category search parameter.1. If you include an attribute list in a negotiation template. Amounts do not include lines where award quantity and award amount are unspedified. 2. On the Create Header Atttribute List/Create Line Attribute List page. enter a name and description of your list and select a status. Buyer cannot create inactive lists . On the Reusable Attribute Lists page. You can view individual quote details by clicking the quote number. or All Outcomes. the report reflects only the system-hosted catalog item categories.2 Reusable Attribute Lists 7.2. 3. If Current Price is not available.

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

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

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

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

Once you create the appropriate price elements. Sourcing Buyers may also have been assigned this job function by the system administrator.Oracle Sourcing Help By default. Page 203/209 . The display can be shown in minutes. hours. rather than searching for them individually. and the display is automatically refreshed using the new increments. 3. the buyer may create a sourcing event to group together several related RFQs/auctions. or discrete costs such as shipping fees. Select the increment you want from the drop down menu. Buyers can specify when they create the auction or RFQ how much they are willing to pay for these additional costs. then click Auctions or RFQ in the task bar directly below the tabs. The Sourcing Super User has this job function by default. or days. Click the "View All Events" link. To access an event: 1. Click View Event Negotiations to see details of the sourcing event. You apply this element list to your auction or RFQ. Though the RFQs or auctions grouped in a sourcing event are related. events enable suppliers to quickly locate and participate in multiple similar RFQ/Auctions. You must be assigned the Create Price Elements job function to create price elements. Such costs could include services such as training or consulting. These costs can then be negotiated between a buyer and supplier just like the item price. 2.7 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. The time values shown across the bottom of the display can help you determine the relative timing of different responses. In addition. 7.6 Why are some RFQs and auctions associated with a sourcing event? In some instances. you must respond to each individually. Select the event you want to view. Click the Negotiations tab. You can also move directly to either the beginning or the end of the negotiation by clicking the appropriate small arrow icon. 7. you can combine them into a price element list. the display begins at the time the negotiation was opened. 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.

this name must be unique within all price element names. enter information for the following fields: Code . 3.a text description of the price element Pricing Basis . From the Sourcing Welcome page. Click "Price Elements" under Auction/RFQ Tools. click the Auctions or the RFQs tab. You can define the same price element to every language installed. You can change the statue to Inactive to prevent the price element from being added to any negotiations. 2. Status .a fixed amount for each unit of the item. click Done. select the language for which you are defining the price element. Click "Create Price Element. % of Item Price . 4. When you have finished entering.this code must be unique within all price element codes Price Element Name .a percentage of the final negotiated item price. 7.Oracle Sourcing Help To create a reusable price element: 1. Please see How do buyers and suppliers communicate while a negotiation is in progress? (See Section 2. On the Price Elements page.The default status is active.how the cost for this price element is determined. On the Create Price Element page. Description .9) Page 204/209 .a fixed amount regardless of the number item units." 5.8 Can suppliers communicate with each other while a negotiation is in process? This file has been obsolete. Per-Unit . You return to the Price Elements page.4. Fixed Amount . 6.

not in contract templates. You can either approve clauses before adding them to the contract template. or you can leave the clauses in draft form. Non-Standard Clauses Non-standard clauses exist only in business documents. In order to make standard clauses available to be used in business documents. Add the clauses to a contract template.2 “About the Contract Terms Library”).Oracle Sourcing Help 7. all the clauses in the contract template automatically become standard clauses in the business document. Standard Clauses A standard clause is a clause defined in the Library (See Appendix 7. A non-standard clause is a clause that you create to add in directly into the business document. Approve the contract template. Unless protected. the text of a standard clause in the business document can be changed. 2. These templates can then be used to default clauses and deliverables on a contract. You can create and modify standard clauses in the Library. After you apply the contract template to a business document. 7.9.9 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. Clauses are drafted based on both business and statutory requirements. you must perform the following steps: 1.1 About Clauses A standard clause is the legal or business language used to author a contract. Prior to approval. Page 205/209 . You can create templates that include both clauses and deliverables. the contract template can contain both approved and draft clauses. at which point the clause becomes a non-standard clause. 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. Apply the contract template to a business document. or a standard clause that you edit and make non-standard. 3.9.

In addition to standard clauses and contract templates. and Contract Expert rules that can be used to create contracts across the enterprise. which will be automatically substituted with values when the clause is used in a contract. During authoring. Organizations can manage clauses and templates centrally in a global organization.1. The Library gives the legal department and business organizations a powerful tool to create reusable clauses. and variables. Local organizations can then use or duplicate these clauses and templates and customize them to meet their own specific local requirements. These rules can be applied on a business document to bring in additional clauses based on the information in the business document. Note: The Contract Terms Library is generally referred to as the Library. and supplier name. 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.Oracle Sourcing Help 7. contract templates. the Library supports the creation and maintenance of a library of folders. Templates provide a framework for rapid assembly and creation of contracts. Clauses can be grouped into sections and stored as reusable contract templates to codify best practices. You can use the Contract Expert feature of Oracle Contracts to create rules that represent the business policies of the organization. customer name.9.1 About the Contract Terms Library The Contract Terms Library is the central library of all pre-approved clauses. System variables are also available to be used in defining Contract Expert rules. You can embed system variables in the clause text. 7. These capabilities provide the foundation for contract process standardization and control across the enterprise.9.2 About Variables Oracle Contracts supports the use of business variables (tokens) in clause text. Page 206/209 . these tokens will be substituted with values from the business document. Another key feature of the Library is the ability to establish global standards and enforce these standards enterprise-wise. sections. 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.

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

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

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

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