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

...................................................................1...................4.4.... and how do I use them?..............2 How do I monitor the negotiations I have created? ....................................3 How do I respond on behalf of suppliers without Internet access?.... 84 What are Reusable Price Element Lists............................................... and how do I use them in my negotiation?... 93 2........ 116 2....................................1.........1 How do I create a deliverable and use it in a negotiation document?.....................................3.......... 104 2............3.........3........................... 88 2.........1 What are some negotiations strategies I can use? .....1..4..............................1. and how do I create and use them? .....................7 How do I analyze the responses I have received?....... 91 2..................................11 How do I extend a negotiation that is in progress? ...............1....................2..................................14 How do I initiate a new round of responding?........................4..........................2 Using Oracle Services Procurement and Oracle Procurement Contracts........ 109 2..... and how do I use them?.................................4..... 98 2. 99 2.13 What is shortlisting and how do I use it? ................10 Can I invite additional suppliers to a negotiation I've already created? ........... 106 2...................... and how do I use them?.... 84 2............................ 92 2............9 What are amount based line types....... 110 2...13 What are global agreements...............12 How do security levels work? .................6 How do I download the responses I have received? . 100 2............................................1..... 117 Page 5/209 2...3 Monitoring Negotiations......12 How do I change my auction's AutoExtend settings while the auction is in progress?.... 97 2.........1.........................8 How do I view the backing information for lines AutoCreated from Oracle Purchasing?.........1..................4 Can I create and save sourcing documents without submitting them? ...........3....4...6 How do I copy a sourcing document?............................................ and how do I use them in my negotiation?.....................................3 Are there any shortcuts available when creating a sourcing document? ..............................................3................2.3.......... 107 2................ 103 2................. and how are they used? ....4.......................4 Additional Creation Topics ..1......................3.10 How do collaboration teams work? ..........5 How do I create a deliverable and use it in a negotiation document?......... 114 2..........3.......... 100 2.1...1.......7 What are contract terms and conditions................1..................5 2................................8 What are price breaks.........................1....................4 What are contract terms and conditions..................................5 How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line?.........................................3.. 106 2...4............................1.................... 115 2.............................................................................................................2...3......3............... 88 2............... 96 2.....................2 What kind of services can I negotiate for?........4..........................4......................................................1.........................Oracle Sourcing Help How do I use price elements? .........3 How do I define services related lines?...........2 What is a sourcing event? ............3......3............... 105 2...2...........6 ......................... 86 2.............. 105 2.. 107 2..........1.........4...................... 98 2.............4.............. 114 2.............................. 95 2............... 102 2... 108 2......... 102 2.........3...3.1.................. 103 2.... 112 2.....4................3..............4 What are Your Negotiations at a Glance?...11 Who can participate as team members? ...............7 What are price breaks.....................9 How do buyers and suppliers communicate while a negotiation is in progress? ....3............. 96 2..................................1 How do I access negotiations? ............................

.......6 How do I manually score header attributes? . 138 2............................................... 144 What is the Awarded Bids Detail report? ... 121 2.......................................3.............1.......3......................2............4.......... 131 2......1 Introduction to Sourcing Intelligence.... 143 4...........10 What information is contained on the Award Summary page? ..................4........3..........2 What are the Sourcing Intelligence reports I can generate?......................15 ............2............................13 What is contract binding?..... 142 3...................................... 129 2........2 Searching for all negotiations to which you have access:...............5 How do I download the responses I have received? ..........11 Can I see information on my negotiations once I have completed awarding them? .......................................................2....... 145 What is the Awarded Quotes report? ..........4.....7 Searching for lists....1........5...................18 How do I print information on my negotiation? .............. 147 4............................ 133 2....4.............................................2 Intelligence Reports .................9 How do I disqualify responses I receive for an RFI............... 124 2.......................................1 What is Sourcing Intelligence? . 147 4..............................................3 Searching for draft negotiations .....1............................................. 128 2............. 139 2.......................4 Searching for suppliers:..5...........................16 How do I cancel a negotiation?.................................................4................... Sourcing Buyer Intelligence Reports........................5.....19 How do I view the approval history for my negotiation? ...................5....2 Savings by Category report....................................3..................1..........1... 144 4.....3 What are the different methods I can use when performing awards? .............................. 124 2.......5................ 148 Page 6/209 2..................... 145 4............................1................4.............................1..................17 How do I create an amendment to a negotiation? .1 How do I run reports? ...................1....... 133 2.......1.... 147 4...................................2.........2 How do I unlock and unseal a sealed RFQ or auction? ................Oracle Sourcing Help How do I close a negotiation before its scheduled close date and time?.........2 What is the Savings by Category report?.....3 How do I export data to a spreadsheet? .....................3..................... 143 4......4................... 143 4....2......5 Searching for lines and categories...............1................ 137 2....................................................5............ 138 2...........1....3 Awarded Bids Detail report ........5 Searching....................... 127 2........................ 144 4.......... 120 2.........................20 How do I manage deliverables I have assigned to a negotiation?..................4 Awarding Negotiations ....5..1.........4.. RFQ.......................................1 How do I update my Sourcing personal options? ...1 How do I search for information on Oracle Sourcing? ................................7 How do I use a spreadsheet to award negotiation items?...... 140 2..........................4 How do I award business in an RFQ or auction?.................................12 How do I generate a purchase order document? ...................1 What is the Awards by Supplier report? ..................................... 143 4................. 143 4................. 141 2............ 137 2........6 Searching for addresses:........................................................ 124 2......................................................1 Searching for your negotiations in which you are participating: .... 122 2.......... My Profile ......................4 Awarded Quotes report ....4..........1................3......1 How do I view the responses I have received? ......................................... 123 2........................................4.....................8 How do I allocate backing requisitions among awarded items? ...................................1..................... 136 2..........1 Awards by Supplier report ................... 139 2.................... 137 2.......................3....................5.4........ 120 2......... 145 4.............................. 120 2....... 142 4.......... 130 2....... or auction? .........1....... 124 2.......................4....2............................................. 135 2.........4..... 141 3.........

......2......................1........................................11 How do I turn off proxy bidding? ......................1 Responding to Negotiations.............1.........2..............1 How do I monitor negotiations to which I've responded? ................................ 159 5.......... 163 5....................................2...2............Oracle Sourcing Help 4....... 165 5.......................................1......10 What is proxy bidding and how does it work?.3 How do I respond to a negotiation? .......8 How do I use item attributes and price elements when responding to a negotiation? .............................. 164 5.... 161 5...........................1........3 What is the Awarded Bids Detail report? ....................1.......................1 Additional Topics ........................................ 170 5...... 175 5............18 How do I respond to a deliverable defined to a negotiation?......... 158 5................................14 How do I rebid on an RFQ or auction? ..............11 How do I respond to a deliverable defined to a negotiation?........1...... 149 5............10 How do I respond to an amendment to a sourcing document? .........19 How do I respond to a service-related line?...........................1..................1.. 154 5...........................1...... 178 6............... 166 5. 178 6..........3.......................................1...................2 How do I use Quick Links?..................................... 167 5.....1..............1... Help for Sourcing Suppliers..........1.........2 Can international companies participate? ............... 179 6........ Additional Information................4 What information is contained on the Disqualified Responses page? .. 177 6.....................................................3 How do I track the status of my responses?...........12 What is power bid?............................................................................................................................2........1 How do I access negotiations? ...4 How do I view the details of a negotiation before placing a response? ........ 150 5.................16 Why would a negotiation have special terms and conditions? ................................. 176 5.......................................1.................... 152 5........................................................ 164 5................ 169 5...................... 177 5................................ 172 5.......................................................2..............3 Searching.................... 173 5.......9 What is AutoRefresh? . 159 5............................13 How do I download a spreadsheet and respond offline?..............................1................................ 150 5.......2....... 167 5.........6 How do I submit a response online? .................................2................2 How do I use Quick Links?...........................................1..2......................4 What is the Awarded Quotes report? ...2........................................................................2..............................7 How do buyers and suppliers communicate while a negotiation is in progress? ............... 168 5............12 How do I respond to a service-related line?................. 163 5.......1.... 178 6.....1...................................... 174 5........2.5 What information is contained on the Awarded Items page? ..........2 Monitoring Negotiations.................... 170 5....1 How do I search for negotiations? ......7 How do I view the attachments associated with the negotiation to which I am responding? ........... 153 5......1.......................................... 179 Page 7/209 .......................................3 What is a WinZip (or zip) file? ..1............. 161 5........................... 152 5......1................................................. 167 5...............................................1....... 167 5...........................8 How do I turn off proxy bidding? ........ 158 5... 162 5...... 150 5...........................2....................17 How do I respond to an amendment to a sourcing document? .............................. 151 5.........15 How do I respond to a negotiation that has gone to an additional round of responding?...............................................1 What are the benefits of registering and participating in this system? ...2........ 148 4...................6 What information is contained on the Rejected Items page?...................................5 How do I respond to a Request for Information (RFI)?............................9 How do I print information on my negotiation? ........

......................2 Accessibility of Links to External Web Sites in Documentation............................1 About the Contract Terms Library...........................................2 Glossary.......2 Reusable Attribute Lists ............ 202 7...................................................................3...6 Why are some RFQs and auctions associated with a sourcing event? ....................9.9............................................................................................... 205 Standard Clauses ............. 205 7........................................................... 208 Page 8/209 ........................................................ 205 7.1 How do I create an attribute list? ..........3 What are score settings and how do I use them with header attributes? ....................2 What is the Savings by Item report? .. 207 User-Defined Variables............................................ Appendix ......1................... 206 Table Variables .................................................................. 195 7............................................................................................................... 195 6......1... 195 6.............. 204 7..................................................................................................................................... 197 7. 180 6.... 207 Variable Identification ....... 200 7........................................ 203 7..............................5 Whom should I contact about technical difficulties?..............1 What are the Sourcing Intelligence reports I can generate?...1...... 208 7..................7 What are reusable price elements and how do I create them? ..................... 199 7.....................1 Accessibility of Code Examples in Documentation .......... 180 6............................ buttons...............................................................2 About Variables ......................8 Can suppliers communicate with each other while a negotiation is in process? ..................................................................1.... 198 7............ 196 7......................................Oracle Sourcing Help 6........1 About Clauses ...... 205 Non-Standard Clauses...................9....4 What is the Awarded Quotes report? .......... 198 7..9 About Contract Templates ............................................... 199 7............ 196 7.4 How do I enter business terms and conditions for my RFxs and auctions? .. 207 Deliverable Variables...................................1........................ 198 7. links............... 196 7................. 195 6......................................................................6 What if I have problems uploading files? .................5 How do I use the Graphical Monitor to view responses to items in my negotiation?..................................... 206 7....................................................3....... or task bar options? ....................... 180 6................................................................................................9.........1........................................1 What are header attributes and how do I use them?.....................3........................................... 207 Value Sets for Variables......................3 What is the Awarded Bids Detail report? ..........................................................1...................1 What are the Awards by Supplier report? .........4 Product Integration and Licensing...........................................2.........................3 About Deliverables..................................................................1.............. 180 6.............4 Why can't I access some pages..... 197 7................ 206 System-Defined Variables ................. 203 7.3 Documentation Accessibility .............

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

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

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

Buyers can use the information obtained to subsequently conduct an RFQ or buyer's auction. Buyers and sellers.1. “How do I create and edit negotiation templates?”) and Copy features (See Section 2.1.1.2 “Glossary”) Terms and Conditions enforcement (See Section 5.16 “Why would a negotiation have special terms and conditions?”) RFIs Oracle Sourcing allows buyers to qualify a wide group of suppliers and their products and services using RFIs. can bypass intermediaries and establish relationships that might not have been possible using more traditional methods of buying and selling.4 “How do I create and edit a reusable invitation list”) Sourcing Template (See Section 2.1. requests for information (RFIs). Common Functionality All sourcing document types have the following common functionality to simplify the negotiation creation process: Reusable Attribute Lists (See Appendix 7. Buyers use real-time interaction to obtain information on suppliers' products and services. enabling them to efficiently obtain the best possible prices for goods and services.4.1 Frequently Asked Questions: Oracle Sourcing 1.6 “How do I copy a sourcing document”) Multiple Currency support (See Section 2.1.1 What is Oracle Sourcing? Oracle Sourcing offers flexible negotiation capabilities to buyers and sellers.2.2. Page 12/209 .2. and item-specific attributes.requests for quotations (RFQs). The four different types of sourcing documents available .Oracle Sourcing Help 1.2. quantity. Prices are established based on actual supply and demand at the time the negotiation is transacted.1. who might never meet face-to-face.1. but on lead times.7 “Can I accept responses in multiple currencies”) Multiple Language support Notes and Attachments (See Chapter 6. and then use that information to create negotiations that drive prices based not only on price.1 “How do I create an attribute list?”) Reusable Invitation Lists (See Section 2.2.3. and buyer's auctions.2 Getting Started with Oracle Sourcing 1.

Auctions enable buyers to solicit bids for goods and services that are clearly defined.2 Glossary) RFQs. These recommendations should only be used as guidelines. 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. The process can last from days to weeks. amend the supplier list and submit a modified RFQ for subsequent rounds of quoting. 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. Auctions supports open.Oracle Sourcing Help RFQs Negotiations supports the full RFQ business process. although the close time can be changed manually or extended automatically based on last minute bids. and sealed auction styles (See Chapter 6. Page 13/209 . such as office furniture or memory chips. Auctions Auctions supports the complete auction process from auction creation to final award to purchase order generation. Suppliers are not allowed to see competitive quotes while the RFQ is in progress. 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. Auctions last for a set period of time. Auctions are typically focused on creating competition between sellers. blind. Your specific needs may dictate that you use a negotiation type that has not been specifically recommended for the scenarios listed below. Negotiations supports blind and sealed (See Chapter 6.2 “Glossary”).

Oracle Sourcing Help Description of your goods or services Easily definable item with few Y attributes Commodity and commodity item Complex attributes item with nearmany - Buyer's Auction Y - RFQ High number of responses Y expected in a short time Other decision criteria - All participants in the negotiation should be able to view competitive responses Y but not the responder's identity (Open Style) Only the buyer should be able to see the responses Y (Closed Style) No one can view the responses until the buyer unlocks and Y unseals them (Sealed Style) Closing time modifiable should be using AutoExtend using Manual Extend/Close Early - Y Y using Manual Extend/Close Early using Graphical Monitor using Quotation Compare using Quotation History using Graphical Should be able to monitor and Monitor analyze responses online using Bid Compare using Bid History Page 14/209 .

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

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

terms and conditions.8) Price Elements (See Manual Section 5.3. item information.1.8) 5.1.10) Price Elements Attribute Based Bidding (See Section (See Section 5.7) 1.4.1.15) scheduled close Minimum Bid date.1.1. The details of the document such as the controls. submit Other Proxy Bidding (See Attribute Based Section 5.3.8) Section 5.4. Multiple If allowed by bidders may multiple bids.2.15) Buyers can manually extend an RFI or close an RFI earlier than the scheduled close date.1.1.4.8) Extend/Early Close (See AutoExtend (See Section Section 2. Convert to negotiation document (See Section 2.11) Price Breaks (See Section Price Breaks (See Section 2. or any other users in your organization.4.11/2.7) 2.8) RFIs use item attributes to solicit item information from suppliers.1.1.11) 2. Manual Extend/Early Close (See Sections 2.Oracle Sourcing Help Attribute Based Bidding (See Section 5. and invitation list are copied into a new document which you can edit if necessary. have previously created.2) Information obtained during the RFI can be used to create a new negotiation document.1.11) an RFQ or close an RFQ earlier Early Close (See Section than the 2.11) Buyers can Manual Extend (See manually extend Section 2.4.1.1. Multiple Quotes The RFQ business process allows suppliers to submit a single quote per round.1. Page 17/209 .1.3 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. Bids buyer.4. Decrement/Increment (See Section 2.10) Bidding (See Power Bidding (See Section 5.

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

These attributes represent important aspects of the item for which the buyers need information from their suppliers.1. The buyer then uses the suppliers' responses to qualify the group of suppliers and to determine the best set of suppliers with which to later conduct a negotiation. How do I continue working on it? You can continue working on a document saved as a draft by After clicking Save Draft. you see the Confirmation page. You are granted exclusive control until you release it. ensuring that only one user can work on a draft at any time. Item attributes and their responses comprise the heart of the RFI process. 1.8 How do I stop others from editing a draft negotiation I am working on? Every time you edit a draft negotiation the system automatically locks the document. 1.2.1. you can click "Manage Draft Negotiations" to access the Manage Draft Negotiations page.2. quantity. optional.6 What is attribute based negotiation and how can I use it? Attribute based negotiations enable buyers to define multiple item-specific characteristics.2. you can click "Continue editing your draft. Depending on the setting chosen during the negotiation creation. these lists are shared across all document types and can be accessed by the buyer as required. From this page. When creating an RFI.Oracle Sourcing Help 1. From this page you can access and edit any of your draft negotiations.1. in essence "answering" the buyer's question. 1. 1.2.2.5 Are reusable invitation lists and reusable attribute lists shared across all three negotiation types? Yes.1.7 I just saved a negotiation as a draft document. that allow bidders/suppliers not only to respond to the price. Suppliers reply to the item attribute. buyers define attributes for negotiation items. or display only. called item attributes. and delivery.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. The document is released when Page 19/209 . but also to other features salient to each item." Alternatively. Buyers can efficiently create and award RFQs and auctions while suppliers can also use this functionality to assist in bidding in auctions or submitting quotes for RFQs. these attributes can be either required.1.

2.1. can unlock draft auctions/RFQ which were locked by other users. can I award business to quotes/bids from the previous round? Once you save a new round of Quoting/Bidding.1.11 Why do some items in my negotiation have item numbers and others do not? Item numbers and item revisions appear if the negotiation item is AutoCreated from a requisition line having an item from the item master. The information from the previous round is enough to save a draft.2.9 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. You submit it (the draft becomes a valid negotiation in the system). If you wish to create a draft for a new round.10 If I have saved a draft of a new Quoting/Bidding round. Each has its own benefits: Page 20/209 . 1. Negotiations with Round Completed are not available for awarding.1. you can delete the draft for the new round from the Manage Draft Negotiations page. However. It is removed from the system.) 1. The system automatically updates the status of the previous round to Closed.) Another user removes the lock. making it available for award.Oracle Sourcing Help You save it. 1. you are not required to enter any information. the system automatically updates the status of the previous round to Round Completed. You delete it from the Manage Draft Negotiations page. You can save an negotiation as a draft as soon as you get to Step 2. (The original creator can always unlock a draft.2. Negotiations lines entered directly in Oracle Sourcing can include item numbers and item revisions if the item information was retrieved from the Item Master.12 I know I can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing. (Users with the appropriate function security. What are the differences? You can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing. The draft creator selects the draft and clicks Unlock on the Manage Draft Negotiations page. 1.1. such as the Sourcing Super User.

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. the system calculates a weighted score for each attribute response and a Total Score for the item. 1. New buyers can then manage the requisitions as needed. Custom attributes having weights and scores are called weighted attributes and require a response. the more important the attribute to the item. the more desirable the attribute value or range of values. As responses are received.Oracle Sourcing Help RFQs/auctions in Oracle Sourcing Real time bidding.2.1. Scores are numbers between zero and 100 and are assigned to each possible attribute value or range of values. breaks. 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. Page 21/209 . Scores represent the desirability of that attribute value or range of values compared to other values. Weights and scores can be assigned to the custom attributes. Each weight assigned to an item attribute is a number between one and 100 that represents the importance of that attribute compared to other item attributes.1.2. The higher the score. It then ranks the scores for the same item from different respondents based on a Price to Total Score ratio.14 What is Multi-Attribute Weighted Scoring and how does it work? Multi-Attribute Weighted Scoring is the ability for a buyer to use customizable attributes to define a product or service in a quantifiable manner. quantity. The old Sourcing negotiation number remains on the requisition line until a buyer creates a new negotiation using the requisition. 1. the requisitions become available again to AutoCreate in Oracle Purchasing. The goal of scoring is to motivate a respondent to respond with quotes/bids most closely matching the desired attribute values. or need-by date. The higher the weight.13 What happens if I cancel a negotiation having backing requisitions in Oracle Purchasing? As soon as you cancel a negotiation with backing requisitions.

but it offers the lowest price per point of score. A buyer can view bids plotted on a Price to Total Score graph to assist in analysis of quotes/bids. The winning response is decided based on the buyer's definitions of the relative importance of item attributes. however. the system will automatically convert the responses to the negotiation currency.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. 1. 1.1. it offers the best value for the money. reflected in the Price to Total Score ratio. 1. In a Multi-Attribute Weighted Scoring negotiation.2. In other words.17 Can I accept multiple currencies in my negotiation? Yes. The buyer can still award the item regardless of the ratio. item attributes can be scored and weighted. Whenever you view the responses you have received. The lowest ratio receives the highest rank. the system ranks the supplier only on the basis of price. 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. However. delivery dates and attributes of an item.1. they are allowed to respond in only one currency per response.16 What is the difference between Price-Only and Multi-Attribute Weighted Scoring RFQs/auctions? In a price-only negotiation. Though suppliers in a multi-currency negotiation can submit responses in several currencies. the buyer can still award the negotiation to any supplier regardless of the Price to Total Score ratio values.1.2. In both price-only and Multi-Attribute Weighted Scoring negotiation. When you create a new negotiation. the negotiation currency defaults to the functional currency defined for your operating unit. quantity.2. The lowest ratio among competing responses may not offer the lowest price. suppliers can quote/bid on price. To lower the ratio for an item included in a bid.2.1. 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.15 What does the Price to Total Score ratio mean? The Price to Total Score ratio is calculated only for Multi-Attribute Weighted Scoring RFQ/Auctions and is used to rank quotes/bids. you can invite these users Page 22/209 .Oracle Sourcing Help 1. you can allow bids or quotes in currencies other than the negotiation currency.

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

a buyer with the appropriate authorization can add the company to your Supplier Master). 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. 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 . You receive a confirmation that the new user has been registered.1. can directly register and approve users. Select the applications to which the user will have access." 2. On the Register an External User page. Event Recipient Purpose To inform them that the negotiation is open for previewing or bidding To invite them to acknowledge intent. acknowledge intent. enter the required information.2.Oracle Sourcing Help To register a user yourself: Anyone with the Sourcing Super User authorization.19 How can I invite suppliers to participate in my negotiation? You can invite suppliers to participate in your negotiation by selecting them from the Supplier Master or by applying predefined invitation lists. Search for and select the supplier company name by using the flashlight icon (if the supplier company information does not exist within the system. From the Portal page. 1. 1. 1.2. Invitations are automatically sent to each supplier. click "Register a Supplier User. 3.1.20 What is the purpose of notifications? Who receives them and when? Notifications are used to communicate specific events to users.

2.1.21 When does an invitee receive a reminder email notification? If companies do not acknowledge participation by a certain time. When the reminder gets sent depends on the duration of the negotiation. 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. 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. or all a certain Quote/Bid has been quote suppliers in the sealed disqualified RFQ. The negotiation duration is the length of time between either the preview date (if the buyer specified one) or the open date.

canceled or deleted before the reminder time.2.24 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. these new invitees receive reminders at the original time. if they are added after the original reminder time. 1. However.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.Oracle Sourcing Help More than 24 hours but less than one One day after the Preview/Open Date week Equal to or longer Three days after the Preview/Open Date than one week Notes: If the buyers manually advance the close date to before the original reminder time. If the buyer starts another round of negotiation before the reminder time. You cannot respond to any negotiation that your company owns.2. you can download a spreadsheet which you can complete offline to specify your response information.23 Can I respond to a negotiation created by someone in my company? No. 1.1. then invitees do not receive any reminder. Page 26/209 . they do not receive reminders. you can upload it to enter your responses into the system to. 1. they receive it at the original reminder time.1. It is not mandatory to acknowledge your intent before submitting responses. Once you have completed this spreadsheet. Otherwise.2. the reminder is not sent. Bulk loading is also useful if you respond in similar negotiations that occur repeatedly. however.1. you can respond to negotiations created by your company's affiliates. 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. then invitees do not receive a reminder. If additional companies are added before the original reminder time. If the negotiation is closed. Such acknowledgments are intended to enhance communication between buyers and suppliers and inform buyers of the potential participation.

1. you can enter a maximum of 240 characters. which includes the purchase order numbers along with other information. You can search for the purchase orders in Oracle Purchasing by entering the negotiation data. Any user assigned the appropriate job function can add suppliers to an RFQ or auction any time before the close date and time." Select the indicator and specify whether users can override your selection.27 Can the system administrator require buyers to use a certain rank indicator? Yes.2. This displays all purchase orders for a particular negotiation.1. On the Negotiations Summary page. the negotiation number. for example. and then click "Negotiations Configuration. You can also search Oracle Purchasing by entering the original requisition information. you can enter a maximum of 2000 characters. As the system administrator.25 Can I invite additional suppliers to an RFQ or auction I've already created? Yes. 1.28 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. click the response number link to view the information on that response including the corresponding purchase order created for that response. Page 27/209 . On the Award Summary page.2.Oracle Sourcing Help 1.2. Click the Administration tab. 1. select Award Summary from the Action menu and click Go. You can check your Notifications for the Purchase Order Creation Notification.1.26 How many characters can be entered into the Item Description and the Note fields? For an Item Description field.1. For a Note field. 1. access the negotiation whose associated purchase orders you wish to see by entering the negotiation number into the Search Negotiations fields. you can require a particular indicator be used for all negotiations. In Oracle Sourcing.

The RFQ process usually lasts days or weeks through multiple rounds of negotiations. Buyers initiate RFQs that may include multiple line items by publishing the RFQ and inviting suppliers.1. RFQ Capabilities RFQ templates (See Section 2. Reusable invitation lists (See Section 2.1.2 Getting Started with RFQs RFQs support the full business process to solicit quotes from suppliers. Suppliers cannot view competing quotes while the negotiation is in progress. Reusable attribute lists (See Appendix 7. RFQ monitoring (See Section 2. Steps in the RFQ process include: 1. RFQ modification or awarding (See Section 2.3 “How do I respond to a negotiation”).2.2. Page 28/209 .1 “How do I create an attribute list”).3 “How do I create and edit negotiation templates”). suppliers are immediately notified of the results via online notifications.Suppliers view the RFQ details and submit their quotes online. Price elements (See Section 2.4 “How do I award business in an RFQ or auction”).4 “How do I create and edit a reusable invitation list”).2. 3.1.3.2. buyers can review quotes and award the RFQ or submit a modified RFQ for another round of quoting. RFQ creation (See Section 2.1 “How do I create a new negotiation”).1. Once the RFQ is completed. The suppliers' responses to the RFQ allow the buyer to compare quotes and negotiate the best price and specifications for the good or service.1. RFQs enable buyers to collect quotes from suppliers for complex and hard-to-define items or services. RFQs supports both blind and sealed RFQs. 4.5.Buyers can monitor real-time quote activity and take appropriate action. RFQs typically consist of multiple rounds with competition focused on whether supplier(s) can meet the specific requirements.2 “How do I monitor the negotiations I have created”).4.1.Oracle Sourcing Help 1.5 “How do I use price elements”). Buyers analyze the quotes and either award the RFQs or modify the RFQs and open them for another round of quoting. Once suppliers have submitted an initial round of quotes. Quote preparation and submission (See Section 5. 2. RFQ is typically used for complex items or services such as made-to-order manufacturing items or construction projects.

4.4. Multi-round quoting (See Section 2. Page 29/209 . Multiple RFQ styles: blind or sealed (See Section 6.2 “Glossary”).14 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”).1. Graphic RFQ monitor (See Appendix 7. Quote comparison (See Section 2.5.6 “How do I submit a response online”) and offline (spreadsheet quoting). Integration with Oracle Purchasing (See Section 2.5. Sourcing Events (See Appendix 7.3.2 “Glossary”). Online or offline awarding capability (spreadsheet awarding).4. Manual extend (See Section 2.1.1.2 “How do I monitor the negotiations I have created”).5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Purchase order generation Attribute based quoting (See Section 5.4. (See Section 2.Oracle Sourcing Help Price breaks (See Section 2. Terms and Conditions enforcement (See Section 5.5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”).16 “Why would a negotiation have special terms and conditions”) Quoting online (See Section 5. or auction”).6 “Why are some RFQs and auctions associated with a sourcing event”).1. and how do I use them”). Canceling RFQs (See Section 2.13 “How do I download a spreadsheet and respond offline”). Real-time status updates Notes and attachments (See Section 6.1.14 “How do I initiate a new round of responding”).8 “How do I use item attributes and price elements when responding to a negotiation”).9 “How do I disqualify responses I receive for an RFI.4.4 “How do I award business in an RFQ or auction”).11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2. Capture Total Cost (See Appendix 7.4.15 “How do I close a negotiation before its scheduled close date and time”). Monitoring quote activity in real-time (See Section 2.1.7 “What are reusable price elements and how do I create them”). RFQ.7 “What are price breaks.16 “How do I cancel a negotiation”)and Disqualifying quotes (2. (5.

The Unseal Date is the date when the buyer unseals the unlocked RFQ allowing the suppliers to view the quotes as well.5 What is the most efficient way to create an RFQ with several line items? You can use the spreadsheet functionality to create an RFQ with several items.2. 1. 1. You can contact the buyer who created the RFQ and ask to have your quote disqualified. The system validates the data.3.2 Can I submit multiple quotes per round? If allowed by the quote controls.2. 1. you can submit multiple quotes within the same round.3. 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.3 Frequently Asked Questions: RFQs 1. Page 30/209 .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. ensuring the integrity of the submitted RFQ items. You can prepare your list of RFQ items offline and upload the completed spreadsheet. This allows you to create your multi-line RFQ quickly. Quotes are converted to the RFQ currency for quote review.3 Can I cancel or retract my quote? No. Quote Currencies Additional currencies in which quotes will be accepted. but you must enter the weights and scores for an item's scored attributes online.2. but quote disqualification is at the discretion of the buyer.3. you can upload items using a spreadsheet. It is the RFQ buyer's reference and review currency. Suppliers can choose the Quote currency in which they will place their quotes. 1.3.1 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.2.2.Oracle Sourcing Help 1.3. In a Multi-Attribute Weighted Scoring RFQ.2.

Oracle Sourcing Help 1. You can invite suppliers by selecting them from the supplier master list.3. An automatic invitation will be sent to each invited supplier.3.3.2. Suppliers complete the quoting process by uploading the spread sheet back to the system.8 What is the Promise Date.2.3. When creating additional rounds for an RFQ. See How do I invite suppliers to my RFQ or auction? for details on identifying contacts. Downloading the RFQ contents allows suppliers to quickly respond.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. In an RFQ whose outcome is a blanket purchase agreement. and why would I enter one? In an RFQ whose outcome is a standard purchase order.9 Is an RFQ always blind or sealed and why? An RFQ is always either blind or sealed. Once the supplier has provided you the email address. you can invite additional suppliers by using the same process employed during the initial RFQ creation.3. 1. Page 31/209 . Promise Date is an required field. the Promise Date is required only if the RFQ uses multi-attribute weighted scoring and Promise Date is one of the scored attributes.6 What is the most efficient way to quote on many line items in an RFQ? If an RFQ consists of many line items. When Promise Date is an optional response. spreadsheet items are validated to ensure the integrity of the submitted quote.2. you can enter a Promise Date to differentiate your response from other competing responses.3. you can enter the address in the Additional Contact Email field during negotiation creation. 1.2. 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. 1. In all other cases. the Promise Date is optional.2. During the upload. completing multiple item attributes. 1.10 How can I invite a group of people from a supplier? Ask the supplier (or a supplier contact) to create a group email list that includes all the individuals who should receive the negotiation notifications. This is one of the feature of RFQs and mirrors the general off-line behavior of this negotiation model.11 Can I invite additional suppliers to subsequent rounds of an RFQ? Yes. 1.2.

1.Oracle Sourcing Help 1. 1. 2. however. On the Start New Round page. select Close Early from the Action menu to close the RFQ.15 How do I start another round of quoting in an RFQ? Once an RFQ has been closed.12 In a sealed RFQ. you can see how many quotes are being placed. Once the buyer has unlocked and unsealed the quotes.14 Can I close my RFQ earlier than the original close time? If you select the Early Close option when specifying quote controls. 3. you can start another round of quoting. you can modify the following: Title Style Ranking method Rank indicator Preview Date/Time Open Date/Time Close Date/Time Award Date/Time Collaboration team information Item information Invitation List Notes and attachments Page 32/209 .3.3. Use the negotiation number in the Search Negotiations fields on the Negotiations Home page to access the negotiation. can I see who is bidding? In a sealed RFQ. 1. you can manually close your RFQ earlier than the original close date/time.2.3.2.2. you cannot see either the name of the respondent or the details of the bid until you unlock the RFQ. 1.13 Why can't I see the graphical monitor in a sealed RFQ? While an RFQ is sealed. On the Negotiations Summary page. none of the details are available for viewing by any suppliers. Select Start New Round from the Action Menu.3. you can use the Graphical Monitor to view quotes.2.

The buyer defines the auction and includes all the auction item information. quantity and item-specific attributes. Auctions enable buyers to solicit bids for goods and services that are clearly defined. Responding to the auction (See Section 5.4 Getting Started with Auctions Getting Started with Auctions Auctions offer complete.1 “How do I create a new negotiation”). Auctions are typically focused on creating competition between bidders. flexible auction capabilities to buyers so they can efficiently obtain the best possible price for goods and services. although the close time can be extended manually or automatically based on last minute bids.2.3 “How do I respond to a negotiation”). the bidding process moves quickly which results in increased competition.Oracle Sourcing Help 1. 2. Bidders participate in the auction by viewing the Page 33/209 . Negotiations allows buyers to establish either public or private auctions to meet the specific needs of buyers.1.1. Auctions last for a set period of time. Prices are established based on actual supply and demand at the time the auction is transacted.1.2.3. such as office furniture or memory chips. Steps in the auction process include: 1. the business terms and conditions and intended bidders.16 Can I modify an initial RFQ for the next round? You can modify the following information for each round of an RFQ: Preview date/time Open date/time Close date/time Award date/time Need by date List of invited suppliers Attachments 1. Auctions allow real-time interaction to drive dynamic prices based on information that extends beyond price to include lead times. Creating the auction (See Section 2. typically a matter of a few days. Because most auctions are open for short periods of time.

11 “What are response controls”).1.7 “What are price breaks.8 “How do I use item attributes and price elements when responding to a negotiation”).6 “Why are some RFQs and auctions associated with a sourcing event”). Minimum Bid Decrement/Increment (See Section 2.1 “How do I create an attribute list”). bid quantity. Evaluating and awarding bids (See Section 2.1.1. bidders are immediately notified of the auction results via online notifications. blind or sealed (See Section 6.1. Once the auction is completed. Price breaks (See Section 2. Reusable invitation lists (See Section 2. bidders can view competitive bids during the auction. Capture Total Cost (See Appendix 7. and how do I use them”). 4. Price elements (See Section 2.11 “What are response controls”).2.12 “What is power bid”).2. Sourcing Events (See Appendix 7.3. Manual extend (See Section 2.2 “How do I monitor the negotiations I have created”). Reusable attribute lists (See Appendix 7.3. If permitted by the auction rules. 3.15 “How do I close a negotiation before its scheduled close date and time”). Monitoring the bid responses (See Section 2. Autoextend feature (See Section 2. The buyer analyzes the bids and awards the auction based on the price.1.7 “What are reusable price elements and how do I create them”).4.4 “How do I award business in an RFQ or auction”).2 “Glossary”). Auction features include: Auction templates (See Section 2.11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2.10 “What is proxy bidding and how does it work”).1.5.5 “How do I use price elements”). Power bidding (See Section 5. Attribute based bidding (See Section 5.1.1.4.1. Proxy bidding (See Section 5. Multiple Auction styles: open.4. Page 34/209 .Oracle Sourcing Help auction items and submitting bids online.2.1.3 “How do I create and edit negotiation templates”).The buyer and all other participants can monitor the real-time activity during the auction and take action as necessary.1.4 “How do I create and edit a reusable invitation list”). bid attribute value(s).

Integration with Oracle Purchasing (See Section 2.13 “How do I download a spreadsheet and respond offline”).9 “How do I disqualify responses I receive for an RFI.Oracle Sourcing Help Canceling auctions (See Section 2. (5. Page 35/209 . or auction”).1. Online or offline awarding capability (spreadsheet awarding).1.2 “How do I monitor the negotiations I have created”).16 “How do I cancel a negotiation”) and Disqualifying bid (2. Purchase order generation Real-time status updates Bidding online (See Section 5.1.4. (See Section 2.2 “Glossary”).6 “How do I submit a response online”) and offline (spreadsheet bidding).4 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”).5.5.4.1.5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”).4. Monitoring bid activity (See Section 2. RFQ. Bid comparison (See Section 2.5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Notes and attachments (See Section 6. Graphic Auction Monitor (See Appendix 7.4 “How do I award business in an RFQ or auction”).

1. and 3.5. You can elect to display the target price to participants.3 Why isn't there a target price for every item? Target price is an optional value.2. The buyer can see the bids once the auction is unlocked. 1. The buyer can also choose to display the target price to the bidders for reference. but only the buyer can see the identity of the bidder.2. buttons.5.Oracle Sourcing Help 1. 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. They have the appropriate function security (See Section 6.2. 1.5 Frequently Asked Questions: Auctions 1.2 What is the difference between Quote/Bid start price and target price? When creating a new RFQ or auction. The target price is the price you hope to pay for one unit of an item. Note: Two people from the same cannot quote in the same RFQ.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. Page 36/209 . Everyone can see the bid content once the auction is unsealed. links.4 What is the target price used for? The target price is mainly used for internal performance analysis for the buyer.5. The auction to which they are responding is not owned by their company 2. or task bar options”). All registered users in a company can bid on the same auction. The bid controls for this auction allow multiple bids per round .5. 1. Buyers are not required to designate a target price for every item.5 Can someone in my company award an auction that I create? If granted the appropriate authorization.5.2. 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.2.6 Can two people from the same company bid on the same auction? Yes.4 “Why can't I access some pages.1. someone else at your company can award an auction created by you. 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. provided that: 1.2.

can they view each other's bid details? Depending on the auction style. why would I invite suppliers to participate? For a public RFQ/auction. or auction has closed.1.9 How do I initiate a new round of quoting or bidding? After your RFI.8 If my RFQ/auction is open to all suppliers.13 “How do I invite suppliers to participate in my negotiation”) to participate.1.7 When two respondents from the same company place bids. none of the previous responses submitted are available for awarding.5. you are not required to send invitations to any suppliers.5. that supplier receives an e-mail notification about your RFQ/auction. After you initiate a new round of responding.2.2. Page 37/209 . you can initiate a new round of responding if you set the controls to allow multiple rounds of responses (RFQs always permit multiple rounds of quoting).Oracle Sourcing Help 1. and your RFQ/auction appears in that supplier's "Open Invitations" list of invitations. RFQ. 1. However. When you invite a supplier (See Section 2. 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. you might want to send invitations to increase specific suppliers' awareness of your RFQ/auction and encourage participation.2.

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

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

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

5. is up to the discretion of the buyer. Bid disqualification.2. that is. 1.A bidder must submit a single. the bidder can contact the buyer and ask to have the bid disqualified. 1.16 What is a Single Best Bid? A Single Best Bid is a response to an auction that allows only one bid per company. the bidder can only view the resulting Price to Total Score for a bid.5.2.2. You can also specify if the autoextend is for the entire auction or particular line items. When the buyer hides scores/weights.15 How do two bids with the same score get ranked if the prices are the same? The earliest bid gets a higher rank. AutoExtend extends the duration automatically if new bids are received in the closing minutes of the auction.5. For example. once one user at a company responds. When the bid control "No .2. You can specify whether the auction is extended from the original close time or from the time when the winning bid has been received.2.5. 1.11 Can a bidder retract a bid? If a bidder has submitted. The response is at the company level.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. Manual Extend allows you to manually extend your auction close date/time before the auction closes. a company can place one bid in each round when being invited to that round Page 41/209 . best bid" is selected for a multi-round auction. Bidder B receives the higher rank because the proxy bid was created by the system after Bidder B's bid.13 Why are display-only attributes not visible in the Bid Compare page? Display only attributes are used to convey information to bidders. You can also define the total number of auto extensions and the extension period.5.2. Bidders cannot respond to display only attributes so there is no value for comparison.5. 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. 1. however. no other user at the same company can bid. if Bidder B bids triggering a proxy bid for Bidder A and the resulting bid results in the same Price to Total Score ration.Oracle Sourcing Help 1.

you can revise bids for all items on which you have previously bid by a specified percentage. When you use Power Bid. Once you have placed a proxy bid. Power Bid When rebidding. all of the bids in an auction will be decreased by the percentage specified. as well as the limit price. Power bid is not available for any auction items having price elements. or Proxy Bid Minimum. Therefore if you are bidding in a Multi-Attribute Weighted Scoring auction. The system Speeds up the bidding process rebids until proxy is by simultaneously updating the canceled or minimum bid prices for all bid items. When the bid reaches the Proxy Bid Minimum. Comment Proxy Bid Power Bid Feature Use Repeated automatic bidding.Oracle Sourcing Help 1. and the bids must be submitted quickly.17 What is the difference between Proxy and Power Bidding? Proxy Bid You can define price parameters that allow the system to automatically rebid on your behalf. 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 . You can setup the Proxy Bid Decrement for an auction. for each item. This is a very useful feature when your goal is to win all auction items. the bidding automatically stops. you can set new Proxy bid parameters or bid manually. or near the end of an auction period when there may be a time constraint.2.5. Once the limit price is reached. Proxy bidding is not available for any auction item that has price elements. you cannot change any bid information (including responses to item attributes) until the Proxy Bid Minimum is reached unless you cancel the proxy. you cannot update attribute responses to better your score although proxy bid will rebid to better a price.

To avoid these situations. he cannot modify any attribute responses to try to improve his score. but since Supplier B's bid price is still higher than Supplier A's bid price.2. You may need to cancel the proxy bidding process to redefine attribute information to improve your price to total score ration. This bid (94/100) is better than Supplier A's bid (95/90). a bid can be beaten based on the Price to Total Score ratio without triggering a new proxy bid.00 with a score of 100 for the same item. And since Supplier A's proxy minimum (75. Now Supplier B's bid (92/100) is better than Supplier A's bid (84/90). This bid (84/90) is now the winning bid.00. However.00.00 with a score of 90 for the item.00. since proxy bids are generated based only on the price of the competing bid.00. Supplier identities are never revealed to other bidders. Supplier B's bid is the winning bid even though the bid price is higher.Oracle Sourcing Help 1. not just the bid price. you may need to closely monitor Multi-Attribute Weighted Scoring auctions which also use proxy bidding. a proxy bid decrement of USD10. Supplier A places a bid of USD 95. Page 43/209 . Supplier A's proxy is not triggered.00 and a proxy minimum of USD 75.5.2. Supplier A's proxy is triggered to place a new bid of USD 84.18 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. Supplier B then places another bid of USD 92. Supplier B then bids USD 94. Supplier A's proxy will only be triggered again if there is a bid with a price lower then USD 84. For example.00) has not yet been reached. 1. Since Supplier B's bid price is less than Supplier A's bid price.5. Therefore.19 Can a bidder see the names of the other bidders? Bidders cannot see other bidders' identities.

Page 44/209 .1. There are four main steps to creating a new negotiation: o o o o Create Your Negotiation Header (See section 2.1.1.13 “How do I invite suppliers to participate in my negotiation”). 2. you can save time by copying an existing RFI/RFQ/Auction.1.1.6 “What information must I provide to create my negotiation header”). Define Your Response Controls (See Section 2.1. RFQ. 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.11 “What are response controls”) Enter Your Terms and Conditions (If Oracle Procurement Contracts is bought and licensed) (See Section 2.1.1.9 “How do I add lines to a negotiation”). RFIs are used more for gathering information on goods and service provided by a supplier than to lock in particular price information.1. or auction.1 How do I create a new negotiation? Use the instructions on this page to create Sourcing negotiations (RFIs.1 Creating Negotiations 2. You can also create new negotiations quickly by applying a negotiation template.1. Help for Sourcing Buyers 2. the information contained in the RFI can be copied into an RFQ or buyer's auction.7 “What are contract terms and conditions.2 How do I create a new Request for Information (RFI)? RFI's are used to qualify suppliers and their goods and services for subsequent procurement activities.1 Creating RFIs. RFIs can be taken to multiple rounds until the buyer has enough information to identify supplier(s) with which to deal.1. o If you have previously created an RFI.Oracle Sourcing Help 2. Enter Negotiation Lines (See Section 2.1. This allows you to return to the creation process at a later time or have multiple people working on the same negotiation. and buyer's auctions). and how do I use them in my negotiation”) Invite Your Suppliers (See Section 2. RFQs. RFQs. At the conclusion of the RFI cycle. You can create a negotiation and save it as a draft before submitting it.1.4. Therefore. and Buyer's Auctions 2.1.

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

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

1. one-step access to your most commonly performed Oracle Sourcing tasks. Once you have identified the requisitions in which you are interested. The backing requisition information is carried over from Oracle Purchasing and used throughout the creation process. You can use this number to access the document in Oracle Sourcing and to Page 47/209 . 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. 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. you can use requisition information in Oracle Purchasing to create a draft sourcing document that you can then access and edit. 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.3 How do I use Quick Links? The Quick Links section of the Negotiations Home page provides easy.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. When using AutoCreate.Oracle Sourcing Help 2.1.1. 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. AutoCreate uses the requisition information to create a Buyer's Auction or Sourcing RFQ. The AutoCreated document is assigned a document number.1.

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

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

In general. Editing the draft The first time you access the draft. you must complete Step 1: Describe Your RFQ/Auction. 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.Oracle Sourcing Help Your system administrator can set up the system so once you have completed the document in AutoCreate. the backing requisition(s) is returned to the requisition pool. If you delete any of the lines originating from AutoCreate or delete the RFQ/Auction. it exists as a draft negotiation within Oracle Sourcing. the following points: If you take the RFQ/Auction to multiple rounds of bidding/responding. Using the AutoCreated RFQ/Auction In general you use an AutoCreated RFQ/Auction the same way as other RFQs/auctions. To access a draft directly from Oracle Purchasing. Once you have completed awarding the RFQ/Auction. 2.5 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. Also. the backing requisitions are returned to the requisition pool and become available for use. if you only partially award a line item quantity. Otherwise. Note. You can add additional item lines if necessary. you are automatically transferred to Oracle Sourcing. If you cancel an RFQ/Auction with line items originating from AutoCreate. if you know the number Autocreate assigned to the draft document. You must have the Manage Draft Sourcing Documents function to access and edit the draft.1. however. Page 50/209 . the backing requisition information is updated to point to the new RFQ/Auction.1. you can access it directly from Oracle Sourcing. You can apply a template to the draft RFQ/Auction (backing requisition information takes precedence over any template attributes). 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 requisitions are returned to the requisition pool.

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

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

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

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

On the Create Header page. the system will automatically convert the responses to the negotiation currency. Maximum Score Accept the default or enter the maximum value that can be entered for this attribute.1. Whenever you view the responses you have received. effectively "unweighting" that attribute. For example. Display Target Indicate whether you want suppliers to see your Target Value . all must be weighted (although the weight can be 0. you can accept responses in currencies other than the negotiation currency. click Manage Response Currencies.Oracle Sourcing Help Enter a target value for the header attribute (for example: 30 or more years in business).7 Can I accept responses in multiple currencies? When you create a new negotiation. This note appears on the negotiation summary page and can be viewed by suppliers. Notes and Attachments o Note to Suppliers You can add a note to the supplier by entering it in the text box. but this can be overridden by specifying a default value on the score settings page. This column is only displayed if weights are enabled as part of the Scoring Settings. they are allowed to respond in only one currency per response. Though suppliers in a multi-currency negotiation can submit responses in several currencies. Weight Weights are used to indicate the relative importance of header attributes. the negotiation currency defaults to the functional currency defined for your operating unit. Page 55/209 . If one attribute is weighted. 2. To define your currency list and currency exchange rates: 1. There is a system default defined by the Sourcing Super User. an attribute with a weight of 25 is half as important as an attribute with a weight of 50. Delete You can delete this attribute by clicking the trash can icon. The sum of weights for all header attributes must add up to 100.1. However. o Attachment Click Add Attachment to browse for an attachment to assign to this negotiation.

You assign currencies to specific suppliers when you invite the suppliers to your negotiation. Enter the date for which you wish to use this set of exchange rates. continue creating your negotiation. The system may contain several different exchange rate types. 3. Select the response currency you will accept. If you are finished defining alternate currencies. the system will round when converting responses into the negotiation currency. The description field explains the code.8 How do I restrict a supplier to a particular currency? If you allow multiple response currencies for your negotiation. 2. When you have finished defining currency information. Define the exchange rate by entering the number of response currency units that equal one unit of the negotiation currency. For example. 5.09 meaning .1. 4. On the Header: Manage Response Currencies page.1. To use predefined exchange rates: 1. Specify the price precision for the currency. Select the User Specified Rate type.Oracle Sourcing Help 2. you can choose to restrict specific suppliers to particular response currencies. select a response currency for each supplier. You can use predefined exchange rates (Corporate Exchange Rate) or specify your own exchange rates (User Specified Rate). 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 . Page 56/209 . To define your own exchange rates 1. Select the response currency. Otherwise click Add Another Row and continue defining currencies and exchange rates. The system's response currency codes are available from the drop down menu. The page redisplays. 2. Select the checkbox to display the exchange rates if you want to allow respondents to see your response currency exchange rates. Select the appropriate type for your negotiation. 6. select the exchange rate type. If the precision for the response currency is greater than the precision for the negotiation currency. click Apply. 2. After you have selected your suppliers in Step 5.09 kroner to one dollar. To restrict a supplier to a particular currency: 1. 3.

the supplier can respond in any currency you have allowed for this negotiation: the negotiation currency or any other response currency on your currency list. to a multi-currency negotiation. If you wish to score and weight your lines. You can enter lines online or bulk load lines from a spreadsheet. how the ranking will be displayed. accept the default value of Online from the Add Line drop down menu. Your other option is to load the line information using spreadsheet upload. 2. and how the line will be added and click Go. each in a different currency. 2.9 How do I add lines to a negotiation? When you create a new negotiation. Click Go. However." To add lines online: 1. select Multi-Attribute Scoring as the Ranking type. Multiple users in a supplier's organization can submit several initial bids." enter an exchange rate for the response currency you selected in the previous step. If the response currency you select for a supplier is not on your currency list. select how the line will be ranked. the follow-up bid must be in the same currency as the initial response. the supplier can only submit a response in either that currency or the negotiation currency. Line ranking is not performed in RFIs. If you selected User Specified Rate in "Step 2: Defining Business Terms and Conditions. if a user submits a rebid. Any. that response currency is available to that supplier alone. 4. The spreadsheet is useful if you are adding a large number of lines. Select a price precision for the response currency. Continue creating your negotiation. On the Create: Lines page. or edit a draft negotiation.1. provide the following information. *Indicates a required field : Page 57/209 . 3. o o o 2. From the navigation bar in the top left corner. On the Lines: Create Line page. 3. If you select a specific response currency for a supplier. No other suppliers may respond in that currency unless you also associate that response currency with them.1. To add a line using the online system. you must identify the goods or services you want to purchase or for which you want quotes. click "Lines.Oracle Sourcing Help o If you accept the default. The new price precision applies only to the suppliers to whom you assign it.

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

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

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

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

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

Search and select a Job from the Job menu. Enter your price breaks including Price Differentials. add any notes or attachments to the supplier. Create attributes as needed to solicit any additional information for this line. and click Go. On the Lines: Create Line page. rate-based line type. and then click Go. 5. Continue defining the remainder of the negotiation. vacation). From the Add Line menu on the Create Lines page. Create attributes as needed to solicit additional information for this line. To define a temporary labor. Also. if appropriate.10 How do I define services related lines? Services related line types allow you to negotiate on labor contracts. ensure that you choose Blanket Purchase Agreement as the negotiation outcome for temporary labor line types. The Description. 2. make sure you select a temporary labor. 3.1. and specify the differential associated with this price type. Job Details. and Category will default according to the Job you select. 6. select Online to continuing entering your line description online. Search and select a job from the Job menu. You can include services-related lines with regular amount-based and goods-based lines. make sure you select the Global Agreement checkbox. Job Details. 4. 6. fixed-price line: 1.1. add notes or attachments to the supplier. For temporary labor line types. Follow steps 1 and 2 above.Oracle Sourcing Help 2. fixed-rate line type. 5. make sure you select a temporary labor. Finally. Specify how price differentials are to be used within the negotiation (for example. click Select Price Break Settings and ensure it is not set to None. 11. If you need to specify price breaks. rate-based line: 1. 9. Continue defining the remainder of the negotiation. Enter values in your price fields if necessary. is a response to the price differential required) Select the price type (for example. General services fixed-price lines use a negotiation outcome of standard purchase order. 10. To define a temporary labor. or click Load from Spreadsheet to upload a previously completed spreadsheet file containing all the line information On the Lines: Create Line page. 4. The Description. Page 63/209 . 3. Unit of Measure and Category will default according to the Job you select. 8. 2. 7. Finally.

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

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

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

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

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

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

you can enter it in the Additional Contact Email field. Once the registration request has been approved. This update is called an amendment. 1. On the negotiations summary page. 4.1. if no preview date/time was specified) and before the close date/time. a notification is sent to invite the contact to register and participate in the negotiation. Change the negotiation rules on the Create Amendment: Controls page if necessary. The supplier user receives an email notification with the negotiation invitation and a link to access the user registration page. This suffix is incremented every time you create a new amendment for this document. 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. Note: You can also invite additional suppliers while the negotiation is in progress. Notice that the negotiation number has now been given a suffix. these can be changed on the Create Amendment: Contract Terms page. You go to the Create Header page. enter any line changes.. the buyer can update information defined in the document if necessary. If Oracle Procurement Contracts is implemented. or updates to line information if necessary.1. 6. The system sends notifications to the invited suppliers providing them details of the negotiation. select which contact you wish to notify about this negotiation from the Contact menu..Oracle Sourcing Help If there are multiple contacts for each site. for example. if you know the e-mail addresses of any other contacts at the company (including possibly a distribution list). 3. additions. To invite new suppliers. You cannot add or delete suppliers on the Create Amendment Suppliers page during an amendment.14 How do I create an amendment to a negotiation? After publishing a negotiation. Additionally. Page 70/209 . On the Create Amendment Header page. select Create Amendment from the Actions menu. 2. 5. you must enter a new Description for the amendment and make any other header level attribute changes you need. 2. the user can participate in negotiations. and there are clauses and deliverables defined to this negotiation. On the Create Amendment: Lines page. 12345. To create an amendment to a sourcing document: 1. Your invitees will receive email notifications inviting them to participate once the negotiation is successfully submitted. deletions. If the contact is unregistered. Amendments can be created anytime after the preview date/time (or open date/time. use the active negotiation's negotiation summary page..

Oracle Sourcing Help 7. quality. select the template and click Apply to create a new negotiation with this template. Once you click Publish. 2. click Apply Template. 8. Search for and select the template you want to apply. Draft amendments are available on the Negotiations Home page if you click Drafts in the Manage Quick Links section. edit. you can submit the amendment for approval by clicking Submit for Approval on the review page. The buyer can define unique line attributes. Once approved (or if approval is not required). Approvers will receive notification that they need to approve the amendment. Click the appropriate link under the Create area of Quick Links on the Negotiations Home page. See How do I create and edit negotiation templates? for instructions on creating negotiation templates. 4. These attributes may either require a response or no require a response from the supplier. You can add to. and how do I use them? Line attributes enable a buyer to define multiple line-specific attributes.2. To use a sourcing document template: 1.1 How do I use negotiation templates? You can use a document template of a specific type (RFI.2 Templates.2. Spreadsheets and Lists 2. the buyer can score attribute values to indicate the relative preferability of different responses. On the Create: Header page. Line attributes can then also be weighted to indicate the relative importance of a single attribute among the other weighted attributes.1. RFQ. or delete any of the negotiation information provided by the template by proceeding through the steps of creating a negotiation. You can review the new changes compared to the current active negotiation by clicking Review. the Submit button changes to Publish. On the results display. 2. or auction) to create a new document of the same type. allowing respondents not only to respond to the price. All suppliers will be required to acknowledge the amendment and resubmit their responses to be eligible for award.1. Page 71/209 . If you have approvers identified on the Collaboration Team on the Create Header page. no new responses can be received on the previous negotiation. and delivery.1.2 What are line attributes and attribute lists. You can save the amendment as a draft at anytime during the creation process if you click Save Draft. When creating a negotiation. 2. but also to other features and performance characteristics of each line. 3.

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

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

On the Edit Invitation List page. If you wish to add more suppliers to your list. Select the supplier(s) and click Add to Invitation List. For a supplier with multiple sites. any attributes/price elements defined for the template are added to any attributes/price elements you define via the spreadsheet. 2.Oracle Sourcing Help Sourcing Super Users or users with the Manage Invitation Lists job function can create. edit. If the template and spreadsheet have conflicting category values. 6. Search for the list you wish to update.2.1. the system uses the following hierarchy to determine which category value to use: 1. When you are finished. click "Add Suppliers" again and follow the perceiving instructions. and access as appropriate. 5. Page 74/209 . 8. Click "Add Suppliers.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. and manage public invitation lists. 5. find your list. When you have finished adding suppliers. The value defined for the RFQ/Auction template. 4. 7.1. If you are have the Manage Invitation Lists job function. Click "Invitation" under the Reusable Lists area of Quick Lists on the Negotiations Home page." then search for suppliers to add to your invitation list.5 What happens to the item category when I create a negotiation by applying a template and using spreadsheet upload? A buyer can apply a predefined template to the RFQ or auction in creation Step 1 and then use the item creation by spreadsheet capability to upload details on multiple items in Step 3. you can edit public lists. You can also add or delete suppliers. or 2. including change the access and status. If the supplier you selected has multiple sites defined in the system. The value specified in the spreadsheet. click Apply. On the search results page. click Submit. you can choose a specific supplier site to associate with this list (Supplier Site is another term for Address Name). you can add an entry for each site for that supplier if you choose. 2. 3. status. To edit an invitation list you have created: 1. 4.2. 2. then click Edit. update your list description.

3. 2. In addition.3 Item Attributes. the attribute/price element specified on the spreadsheet 2. and do not apply to all lines in the negotiation.2 How do I add line attributes to my negotiation? You can add multiple line attributes to any line in your negotiation. the result of applying the template and then uploading by spreadsheet is that item A now has seven attributes/price elements and item B has five attributes/price elements. and 2) the details that a participant should provide when responding to that negotiation line. Line attributes can call attention to industry-specific characteristics. Price Elements. retail industry negotiation items can include such attributes as "color. When the buyer adds the line (vehicle) to the auction. using an attribute to define this specification calls attention to the specification.1 What are line attributes. if the buyer marks this attribute as required. For example. you may choose to add one or more line attributes to that line. Line attributes define 1) unique specifications that you set for a negotiation line." and "SKU number. a buyer can create an auction to buy a fleet of 12 vehicles for a delivery service. if there are three attributes/price elements for your template. 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.3. Attribute Scoring. item A with four attributes/price elements.1. While the buyer could enter this information in the auction line description. and item B with two attributes/price elements.Oracle Sourcing Help For example. the attribute/price element specified by the template. For more information about how to add line attributes to your negotiation items. Adding these as required item attributes that are displayed to bidders can customize your negotiation items to your specific industry. RFQ. The attribute(s) are added to that line only. and why would I add them to my negotiation lines? When you add a line to a new negotiation (RFI." "style. Page 75/209 . then bidders must enter the mileage of any bid. and your spreadsheet upload includes two items.000 miles on the odometer. If there are duplicate attribute/price elements between the template and the spreadsheet. and Price Breaks 2. the buyer can add an attribute called "mileage" to specify that the bid item must have fewer than 12. For example. see "How do I add attributes to my negotiation lines?" 2." Metal industry negotiation items can include "grade of metal" as an attribute. auction).1.1. the precedence is: 1.

Oracle Sourcing Help

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

o

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

o

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

o

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

o

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

o

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

o

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

Oracle Sourcing Help

o

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

o

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

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

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

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Oracle Sourcing Help

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

Oracle Sourcing Help

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

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

Oracle Sourcing Help Quantity Quantity Need-by Date Need-by Date Need-by Date Color Color < 1000 > 1001 < 31/10/2002 01/11/2002 . 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 = 3.31/12/2002 > 01/01/2003 Red Blue 60 100 100 80 50 100 75 Given these definitions. 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 . the price to total score ratios for the following two possible responses are calculated as shown.

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

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

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

Buyers can specify when they create the negotiation how much they anticipate paying for these additional costs. Page 84/209 . you might create a price element list identifying normally expected transportation costs.5 How do I use price elements? Price elements allow a buyer to identify additional costs associated with a particular negotiation line. You can create new price element lists or edit existing lists.1. Take into account any additional costs or charges when considering outsourcing a project.3. you can apply that price element list to any negotiations (RFQs or auctions) containing items to which those price elements are applicable. 2. which is required to compute a total unit price. This is because in the absence of a line response quantity. To create a new price element list: 1. You must be assigned the Create Reusable Price Element Lists job function to create these lists. click Equalize Weights. Note: If the negotiation outcome is a blanket purchase agreement.Oracle Sourcing Help o To set the weights for all attributes equally. Price elements allow you to: Identify suppliers with the lowest total cost per line not just the lowest item price. Or you might create a list that identifies additional services such as consulting or training that will be required by a particular negotiation item. Once you have created a price element list. Such costs could include services such as training or consulting. 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. freight charges or import duty fees. Click the Price Element link under Reusable Lists on the Quick Links section of the Negotiations Home page. If there are an odd number of attributes. Identify hidden activities or "cost drivers" to facilitate improved analysis and decision-making. 2. the system will assign weights as equally as possible. or discrete costs such as shipping fees. the supplier's response values for fixed-amount type price elements cannot be converted to a unit price. For example. These costs can then be negotiated between a buyer and supplier just like the item price.3. for example. Support supply chain operations more efficiently by recognizing and analyzing how one organization's performance and costs affect another organization.1.6 What are Reusable Price Element Lists. the supplier's response prices to the price elements will not be rolled up into the line total price.

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

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

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

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

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

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

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

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

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

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

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

click Contract Terms in the navigation bar at the top left side of the page. click Review. You can use contract terms to specify legal and other requirements for your negotiation. you can create contract terms and apply them to your negotiation. Page 96/209 . You can click the negotiation number to see details about the negotiation. Note that you will have to specify new Open Date and Close Date values 6. you can click Apply and Create Another. and how do I use them in my negotiation? If Oracle Procurement Contracts is installed and licensed. then click Submit for Approval if approvers are specified for this negotiation. or auction).4. Clicking Copy places you on a new Create Header page with the existing information inserted. This includes any contract clauses or deliverables (terms. If there are multiple deliverables to define.7 What are contract terms and conditions. You need the Contracts Terms Library Administrator responsibility to create and maintain clauses and contract templates in the Contract Terms Library. Once the page refreshes. Once you have found the negotiation you are interested in.Oracle Sourcing Help 6. you can define your next deliverable.4. On the Create Negotiation page. To copy an existing negotiation: 1.1. To apply contract terms to your sourcing document: 1. Click "Copy" under the Create section of Quick Links on the Negotiations Home page. Verify your negotiation information. Edit your new negotiation by continuing through the creation steps. 4. Using contract terms is an easy way to create and maintain standardized contract text which can be customized as needed. conditions. 5.1. 2. After you have finished defining your deliverable. 2. When you have finished creating your new negotiation. RFQ.6 How do I copy a sourcing document? You can copy sourcing documents that you or any other users in your organization have created. 2. otherwise click Publish to open it for responding. Note that most of the information you defined previously is carried forward into the copy. click Apply. You can copy an existing document to create a new document of the same type (RFI. You need the Manage Contract Terms responsibility to create and maintain contract terms on negotiation documents. click the Copy icon at the right of the page. Search for the negotiation you want to copy. 3. and deliverables are available if Oracle Procurement Contracts is implemented).

search for and select a contract template from the list of values. continue by either clicking Suppliers to define a supplier invitation list. You can add. specifying negotiation controls. This includes all the other tasks such as creating your header. After you have created your header by adding a title (and adding/modifying any other information) clicks Lines in the top left navigation bar.8 How do I view the backing information for lines AutoCreated from Oracle Purchasing? You can use the AutoCreate feature of Oracle Purchasing to use existing requisition information in Oracle Purchasing to create an RFQ or auction in Oracle Sourcing. You can see this line information on the View Requisition Line Summary display. 3. you may wish to view the requisition line information for the lines that AutoCreate carried over from Oracle Purchasing. On the Requisition Summary page. For AutoCreated lines. If you receive any error messages. Select Validate from the Actions menu to verify the validity of the contract terms you are defining. 2. For example. The Requisition Line Details page displays information in the following areas: o Requisition Page 97/209 . 4. click the requisition number link to view detailed information on the line. When you have completed your contract terms.1.4. You can edit the clauses applied by the template as needed.Oracle Sourcing Help 2. adding any additional lines. click the requisition number link. 5. See the Oracle Procurement Contracts online help for information on using contract templates. To view the backing requisition information during negotiation creation: 1. On the Create Contract Terms page. 6. or clicking Review to inspect the negotiation prior to publishing it. you must correct them and validate again. 4. and then click the Details icon. Or you may need the name of a contact who can answer questions you have about the negotiation line. Click Apply Template. The Create Lines page displays any lines AutoCreate created using requisitions in Oracle Purchasing and allows you to create additional lines if necessary. and possibly inviting suppliers. See the Oracle Procurement Contracts online help for instructions on modifying clauses. Along the way. 5. Once the new draft negotiation has been created. you can access it and continue creating your negotiation. delete or modify text. 3. you may need to view the demand linked to a particular negotiation line. 2.

and some team members may be required to approve the final document before delivery to potential suppliers.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. Page 98/209 . Click the number link in the Line column. inviting additional suppliers.4. click the number link in the Requisition column. click the Lines subtab. A category value may also appear if your administrator has defined a default category for that line type.10 How do collaboration teams work? When creating a negotiation. 2.9 What are amount based line types. awarding business to supplier. For example. 2. the quantity and unit of measure defaults to the values defined by your administrator and is display only. This takes you to the Requisition Summary page. buyers can nominate collaboration team members to participate in the creation and administration of the sourcing document.4. but more of a service or activity. This takes you to the Requistion Detail page. The possible values are defined in Oracle Purchasing. When you create a negotiation. you can specify that an item is amount based by selecting an amount based Line Type value. Each member can be assigned specific tasks.1. Access the negotiation. If you select a line type that is amount based. Buyers can optionally grant full access to some team members while restricting others to read-only access. From the negotiation summary page. For the line whose requisition information you wish to view. 3. Such tasks could include defining the item attributes. This includes the entire life of the sourcing document from the initial creation to the award process. and creating document outcomes. 4. and how are they used? Sometimes the item you need to negotiate is not a number of discrete units. 2. you might need to negotiate training or consulting services. Such activities can be negotiated by using amount based line types.1.

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

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

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

The commitments on the contracts. See the Oracle Procurement Contracts online help for instructions on defining deliverables.2 Using Oracle Services Procurement and Oracle Procurement Contracts 2. Click the Deliverables subtab and check that any deliverable already defined to this template is applicable for your negotiation. To create a deliverable for a particular negotiation: 1.Oracle Sourcing Help 2. To add a new deliverable. besides products and services bought or sold. will have commitments to fulfill. 5. If there are multiple deliverables to define. you can click Apply and Create Another. 6. If Oracle Procurement Contracts is implemented. You can update a deliverable if needed or delete it altogether 4.2. click Add Deliverable. they might define other internal tasks that contribute to the overall execution of the contract. click Contract Terms in navigation bar in the top left of the page. Once the page refreshes. On the Create Deliverable page define your new deliverable. as part of the contractual agreement. you can define your next deliverable. under the terms and conditions of the contract. 2. Search for and apply a contracts template. you can create a deliverable and assign it to a negotiation. click Apply. In addition to the contractual commitments that businesses need to fulfill. Page 102/209 . are classified as deliverables. After you have finished defining your deliverable.1 How do I create a deliverable and use it in a negotiation document? Businesses enter into contractual agreements with their trading partners and. 3. On the Create Header page.

Also. make sure you select the Global Agreement checkbox. vacation). Fixed-price temporary labor such as contractors. Specify how price differentials are to be used within the negotiation (for example. Enter your price breaks including Price Differentials. The charge for this type of service is based on hourly rates per person. rate-based line type. You can include services-related lines with regular amount-based and goods-based lines. From the Add Line menu on the Create Lines page. or click Load from Spreadsheet to upload a previously completed spreadsheet file containing all the line information 2. Job Details. 9. Unit of Measure and Category will default according to the Job you select. and specify the differential associated with this price type. you can create documents that negotiate for many different types of services. Select the price type (for example. or consulting services. .Oracle Sourcing Help 2.2. Enter values in your price fields if necessary. if appropriate. Create attributes as needed to solicit additional information for this line. General services fixed-price lines use a negotiation outcome of standard purchase order.2. select Online to continuing entering your line description online. click Select Price Break Settings and ensure it is not set to None. temporary administrators. If you need to specify price breaks. The Description. Fixed-price services such as corporate accounting services. For temporary labor line types. There is a fixed amount limit attached to the service. ensure that you choose Blanket Purchase Agreement as the negotiation outcome for temporary labor line types. 8. On the Lines: Create Line page. Page 103/209 . 3. is a response to the price differential required) 7. maintenance services. 4. rate-based line: 1. 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. make sure you select a temporary labor. 2. 5.3 How do I define services related lines? Services related line types allow you to negotiate on labor contracts.2 What kind of services can I negotiate for? If Oracle Services Procurement is installed and licensed. 6. Search and select a job from the Job menu. The charge for this type of service is based on a flat amount for the service provided. and click Go. To define a temporary labor.

Follow steps 1 and 2 above. 5. Follow steps 1 and 2 above. fixed-price line: 1. Finally. Continue defining the remainder of the negotiation. On the Lines: Create Line page. Search and select a Job from the Job menu. 5. To define a general services fixed-price line 1. fixed-price line type.2. 6. Continue defining your negotiation. 6. and then click Go. add notes or attachments to the supplier.Oracle Sourcing Help 10. 11. On the Lines: Create Line page. 4. Create attributes as needed to solicit any additional information for this line. fixed-rate line type. and Category will default according to the Job you select. Create attributes as needed to solicit additional information for this line. you can create contract terms and apply them to your negotiation. The Description. 3. Continue defining the remainder of the negotiation. Provide the line with a description and select a Category value. On the Create Contract Terms page. You can use contract terms to specify legal and other requirements for your negotiation. To define a temporary labor. To apply contract terms to your sourcing document: 1. and then click Go. and how do I use them in my negotiation? If Oracle Procurement Contracts is installed and licensed. 2. On the Create Negotiation page. make sure you select a general services. Finally. Finally. search for and select a contract template from the list of values. add notes or attachments to the supplier. You need the Contracts Terms Library Administrator responsibility to create and maintain clauses and contract templates in the Contract Terms Library. 3. click Contract Terms in the navigation bar at the top left side of the page. Using contract terms is an easy way to create and maintain standardized contract text which can be customized as needed. Job Details. 2. See the Oracle Procurement Contracts online help for information on using contract templates. You need the Manage Contract Terms responsibility to create and maintain contract terms on negotiation documents. 4. add any notes or attachments to the supplier. Page 104/209 . 2. make sure you select a temporary labor. 2.4 What are contract terms and conditions.

Click Apply Template. 6.1 Monitoring Negotiations How do I access negotiations? The Negotiations Home page is the central point of access for all your negotiations. 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. 4. continue by either clicking Suppliers to define a supplier invitation list. From the Results display. Review and Submit). Select Validate from the Actions menu to verify the validity of the contract terms you are defining. On the Manage Draft Negotiations page. When you have completed your contract terms. 2. You can also use drafts to allow a team of collaborators to all work on the same negotiation. If you receive any error messages. Follow the instructions in How do I create a new negotiation? to create a new negotiation. Unlock. 2. you may have several ongoing negotiations. Page 105/209 . or clicking Review to inspect the negotiation prior to publishing it.3. delete or modify text. 3. To access a draft negotiation: 1. select a negotiation and click the appropriate button (Edit.3 2. you must correct them and validate again. From here.Oracle Sourcing Help 3. search for the negotiation you wish to access. To search for your negotiations in progress: At any one time. you can create and submit new negotiations and continue working on any draft negotiations you have in progress. To access a draft negotiation: You can use draft negotiations to spread out the creation process over several sessions. You can add. You can also monitor the progress of your open negotiations. To create a new negotiation: Click the appropriate link under the Create section of Quick Links. You can edit the clauses applied by the template as needed. See the Oracle Procurement Contracts online help for instructions on modifying clauses . This takes you to the negotiation summary page for that negotiation. Click the "Manage" link under Draft in the Quick Links section of the Negotiations Home page.

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

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

You can use an Excel spreadsheet file or a text spreadsheet file. The Price Analysis chart compares the calculated line prices offered by the responses. If there are any attachments. Each response is identified by its response number. click the negotiation number for the negotiation to access the Negotiation Summary page. you can view them by clicking the icon in the Notes/Attachment row. Page 108/209 . 4. If you have never used spreadsheet files before. You can pause your cursor over each section of the bar to see the exact response value to that segment. You can display these charts by clicking the triangular icon labeled Show Chart.Oracle Sourcing Help 6. You can also update the spreadsheet with your award decisions and then upload it to identify winning responses. 2. Note that there may be two other charts available on the page depending on how you defined your negotiation attributes. On the Export Quotes/Bids to Spreadsheet page.3. Save the file to a convenient location. To download responses: 1.6 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. select Export Quotes/Bids from the Action menu. select the type of spreadsheet you wish to down load. This is useful if you have received a large number of responses and want to compare them offline. Save the file. 2. you should also download the Instructions file. If you did not use price elements in your negotiation. The Attribute Group Scores chart compares competing responses in terms of attribute group totals. The Analyze Line: Compare Quotes/Compare Bids page displays a sideby-side comparison of the response details for all responses you chose to compare. These charts compare different aspects of the responses. there will be only one segment for each graph with that segment comparing simply the price. If you defined price elements to be included in your price calculation. the chart will show the total price calculated by combining all the responses to the price elements. On the Negotiation Summary page. From the Your Negotiations at a Glance section. 3. You can download bids whether the negotiation is open or closed. 5. Open the file and complete it according to the directions in the Instruction file.

2. You can click Compare to obtain a more complete. The Analyze by Bid/Analyze by Quote page shows the response details from the different suppliers. the resulting Analyze Line: page displays additional information about the responses to that line. the resulting Monitor page shows your responses in a graph : If you select a line and click Analyze. AutoAward uses the ranking capabilities and methods available in Oracle Sourcing to obtain its best award recommendation. it will use the the price being offered by the supplier for the most basic way method of ranking responses. On the negotiations summary page. upload your awards into the system. 2. You can inspect the header attribute values (if any) by selecting multiple supplier responses and clicking Compare Header Attributes. you can also use a spreadsheet to perform your analysis offline. You can see the number of active bids against each line and the best quote/bid determined by the system for that line. The Compare Header Attributes page presents a side-by-side comparison of the attributes. 2. And if there are may lines or lines with complex attributes. o To use the AutoAward recommendation AutoAward is a feature you can use when you need a quick. click Analyze by Bid/Analyze by Quote from the Actions menu. 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. including that response's rank. select Analyze by Line from the Actions menu and click Go. However. o You can select any one entry in the table and click Graph Price or Analyze.Oracle Sourcing Help 6. For example. After you have completed your award decisions.7 How do I analyze the responses I have received? There are several ways of analyzing the responses you have received for your negotiation. AutoAward can also use calculations available from Multi-Weighted Page 109/209 . To analyze by response: 1.3. 3.You can use AutoAward to have the system pick the best award. or where the response does not include responses to all negotiation lines. 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. You can analyze by line or by response (you obtain different information depending on which type of analysis you perform). If you select a line and click Graph Price. From the negotiation summary page for this negotiation. as well as additional information about each line including any backing requisition information. standard award. To analyze by line: 1. side-by-side display of all the responses.

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

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

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

To reply directly to a message. click Send. Enter your reply text and click Send. You can also initiate an online conversation from the negotiation summary page. To see the text of a message. there is an entry for the original message initiating that discussion as well as all replies to that message. In this window you o o o select the recipient(s) of the message. A new discussion thread is created by the system. o o To reply to the message. then the Status of the message is either Read or Replied. The Online Discussions page displays all discussions associated with this negotiation (there can be multiple discussions for a single negotiation). Enter the text of your response and click Send. specify the subject heading for the message. click the link under the Message column. Fill out the network print box and click Print. click Print. click New Message.Oracle Sourcing Help Discussion page. enter the full text of the message . The Subject: label identifies each discussion. and recipients of the message. When you have finished entering your message. and then print. Negotiation Style Open Negotiation Blind Negotiation Negotiation Creator Can Respond to One or more respondents One or more respondents Negotiation Respondents Can Respond to Creator only Creator only All respondents Page 113/209 Sealed Negotiation All respondents . The Reply to Message window opens. To create a new discussion. You can display all discussions associated with this negotiation by clicking Printable Page. The newest entries appear at the top of the table . Note that the rules vary depending on the style of negotiation. click Reply. Online Conversation Participants Messaging Capabilities The table below details the rules governing the messaging capabilities of the negotiation creator and the respondents. To print this message. For each discussion. date. The Create New Message window opens. click Reply. The Message window displays the text of the message and other information such as the time. If you have read and/or replied to a message.

you entered an award date. Under the Your Negotiations at a Glance section on the Negotiations Home page. click the negotiation number link for the negotiation to which you wish to add additional suppliers. On the Extend RFQ/Extend Auction page. 2. you cannot extend an auction after its first AutoExtension has been triggered. If you don't see the negotiation. select the Extend RFQ/Extend Auction option from the Actions menu and click Go.3. You cannot manually extend your negotiation after it has closed. and/or long-term agreement dates. 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. 6. your new close date is January 22. click Full List. To add suppliers to a negotiation: 1. 5. specify a new close date and time. To manually extend your negotiation: 1. 3. Enter a new close date and time. 2.3. need-by date. 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.Oracle Sourcing Help 2. Select Add Invitees from the Actions menu and click Go. You can also enable AutoExtend or modify your AutoExtend settings if you wish. 2. However. click Full List. if your negotiation includes a January 15 close date and a January 20 award date. follow the instructions to add new suppliers. 3. If your negotiation is not displayed. and your award date remains January 20. Click Apply. and you extend that auction for 7 days. On the Invite Additional Suppliers page. Click Apply. A notification will be sent to all participants. For example. if you extend that auction for only 3 days. 4. Additionally. and your new award date is January 27. If. Under the Your Negotiations at a Glance section of the Negotiations Home page. On the negotiation summary page. your new close date is January 18. click the negotiation number for the negotiation you wish to extend. Page 114/209 .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.

you can change the number of times that the auction can AutoExtend. but you cannot change any other AutoExtend settings. 2. On the Extend Auction page. You can modify the following AutoExtend options: o o o o Lines you want to AutoExtend (AutoExtend all lines.Oracle Sourcing Help How do I change my auction's AutoExtend settings while the auction is in progress? You can initially set your auction's AutoExtend settings while defining bid controls. You cannot enable or modify AutoExtend settings for an auction that is in a preview period or has closed for bidding. On the negotiation summary page. click Apply. 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. Under Your Negotiations at a Glance on the Negotiations Home page. You can also review and extend your auction's scheduled close date and time. but you cannot change any other AutoExtend settings. or upon receipt of a new winning bid). However. you can still enable AutoExtend (if not enabled initially) or modify your initial AutoExtend settings after the auction opens for bidding if you selected "Allow manual extend when negotiation is open" while setting the bid controls. 3. Page 115/209 . 2. However. click the number for the negotiation whose AutoExtend values you wish to change. you can change the number of times that the auction can AutoExtend. review your current AutoExtend settings (if any). 4. If your auction enters AutoExtend mode. select the Extend Auction option from the Actions menu and click Go.3. Once you have made your changed. To change your auction's AutoExtend settings: 1. 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.12 How do I change my auction's AutoExtend settings while the auction is in progress? You can initially set your auction's AutoExtend settings while defining bid controls. You cannot enable or modify AutoExtend settings for an auction that is in a preview period or has closed for bidding. If your auction enters AutoExtend mode.

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

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

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

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

4. select the Cancel RFQ/Cancel Auction option from the Actions menu and click Go.3. If you do not see the negotiation.16 How do I cancel a negotiation? Sometimes. 3. the responses to your negotiation do not meet your needs. the buyer can update information defined in the document if necessary. Click Apply. enter a note to your suppliers. 2. select the Close Early option from the Actions menu and click Go. Note that you cannot manually close an auction after its first AutoExtension has been triggered. Under the Your Negotiations at a Glance section of the Negotiations Home page. This note is included in the notification that will be sent. you can enter a text note to participants explaining why you are canceling the negotiation. 2.3.Oracle Sourcing Help 2.15 How do I close a negotiation before its scheduled close date and time? You can close a negotiation early only if you set your response controls to allow a manual close. 3. On the negotiation summary page. 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. 4. you may wish to simply cancel the negotiation. 1. Click Apply. 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. The system notifies all the invitees and participants of the cancellation. or the terms of the responses are not acceptable. In any of these cases. 5. click Full List. On the Close Early page.3. Page 120/209 . This update is called an amendment. 2. Amendments can be created anytime after the preview date/time (or open date/time. enter the new date and time you want to close the negotiation or choose to close it immediately. 2.17 How do I create an amendment to a negotiation? After publishing a negotiation. click the negotiation number for the negotiation you wish to close. or the items are no longer needed. For example. there may have been too few responses. Also the line requirements have changed. On the Cancel page. If desired. click the negotiation number for the negotiation you wish to cancel. On the negotiation summary page. To close your negotiation early: 1.

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

On the Negotiations Homepage. On the negotiation summary page. On the Negotiations Homepage. To print a negotiation (for buyers): 1. When the prompt box appears. select Print Document from the Actions menu 3. 2. open and inspect the print directly. To print a negotiation (for suppliers): 1. Page 122/209 . These negotiations are listed under the Your Negotiations at a Glance section. search for the negotiation for which you wish to print the contract terms by clicking the negotiation number link. search for the negotiation you wish to print by clicking the Negotiation Number link. 4. your award decision must be approved before you can begin to create a purchasing document. search for the negotiation you wish to print. click Full List. 2. You can view the approval history at any point. Access the negotiation by clicking its negotiation link. open and inspect the print directly or save it to a location and review the document locally. but there will only be data displayed after the recommendation has been submittted. On the Negotiations Home page. or save it to a location on your machine and review the document there. 3. If Oracle Procurement Contracts is implemented and the sourcing document has contract terms attached to it. Click Preview Contract Terms. you can view the approval status of your negotiation. When the prompt box appears. On the negotiation summary page. open and inspect the print directly. 2. 2.3.Oracle Sourcing Help defined to the negotiation. Once you have submitted your negotiation's award decision. the clauses and deliverables are printed as well. Click the Contract Terms link in the navigation bar. or save it to a location on your machine and review the document there To print contract terms only: 1. 3. If you cannot see all your negotiations. select Print Document from the Actions menu.19 How do I view the approval history for my negotiation? If you selected the "Require award approval" negotiation control. When the prompt box appears.

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

click the number link in the Quote/Bid column. Note: You will always be able to unlock and unseal an RFQ/auction you have created. On the Confirmation page. 2. In addition. 2. 4. Page 124/209 . From the Your Negotiations at a Glance section of the Negotiations Home page. select Unlock from the Actions menu and click Go. To unlock and unseal an RFQ/auction: 1.3 What are the different methods I can use when performing awards? Once you have closed your negotiation and analyzed the responses you received. 2. The Quote/Bid History page displays the responses the negotiation has received. 3. Additionally. click the negotiation number link of the negotiation you wish to see.4. There is an entry for each supplier who has placed a quote/bid in the negotiation. click "Return to Negotiation Summary." 4. An RFQ/auction can only be unlocked and unsealed after it is closed.4.Oracle Sourcing Help 2. 2.4. On the negotiation summary page. You can award an individual line to a single supplier.4 Awarding Negotiations 2. You can accept and use the decisions generated by the AutoAward feature. you can make your award decisions. other users from your company who have the appropriate function security can also unlock and unseal your RFQ/auction. In addition. The resulting page shows details about the response. respondents in the RFQ or auction cannot see other quotes/bids until the buyer also unseals the RFQ/auction (although the identity of other suppliers is revealed to the suppliers in an auction). To see details about a particular response. Select Unseal from the Actions menu and click Go. Close the negotiation if it is still open. 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).1 How do I view the responses I have received? 1. select View Quote/Bid History from the Actions menu and click Go. On the negotiations summary page. 3.2 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 divide an individual line among multiple suppliers. an RFQ/auction cannot be awarded until it is unlocked.

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

Oracle Sourcing Help Page 126/209 .

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

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

6. 4. With this method. you can manually score the responses you receive for a negotiation. After you have completed your award decisions. you first define the header attributes including weights and maximum scores during the creation of the negotiation. 3.4. If you have never used spreadsheet files before. 2. Once a response is received. you enter a number (up to the defined maximum) for each attribute score. To enter straight scores. These attribute scores are then added up and the total is the total score for that response. You can use an Excel spreadsheet file or a text spreadsheet file. click the negotiation number for the negotiation to access the Negotiation Summary page. you can also specify whether the supplier can see the scoring criteria. upload your awards into the system.Oracle Sourcing Help of responses and want to compare them offline. Page 129/209 . Save the file to a convenient location. you can enter a subjective score for the header attributes. Using subjective scoring. Save the file. weighting is implied in the maximum score for each attribute. select the type of spreadsheet you wish to down load. The system will calculate a weighted score based on the score value you entered for each attribute. or you can enter scores and have the system use the score you entered along with the attribute's weight to calculate the score for that attribute. On the Export Quotes/Bids to Spreadsheet page. On the Negotiation Summary page.6 How do I manually score header attributes? Using header attributes. 2. To download responses: 1. you should also download the Instructions file. You can also update the spreadsheet with your award decisions and then upload it to identify winning responses. Open the file and complete it according to the directions in the Instruction file. You can download bids whether the negotiation is open or closed. During this process. 5. You can enter straight scores for an attribute. 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. From the Your Negotiations at a Glance section. select Export Quotes/Bids from the Action menu.

Oracle Sourcing Help

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

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

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

Oracle Sourcing Help

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

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

You receive two bids as follows on the auction item:

Bidder Office Supplies Your PCs

Bid Quantity 30 30

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

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

Bidder Office Supplies Your PCs

Bid Quantity 30 30

Consumed Quantity 30 20 10

On Number 12345 12345 98762

Requisition

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

Oracle Sourcing Help

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

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

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

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

To generate a purchase order document: 1.12 How do I generate a purchase order document? Once you have saved your award decisions. 2. 6. Select Complete Award from the Actions menu and click Go. The Confirmation page informs you that the award is complete. You can see you award information by clicking the link under the Details column (or by clicking "Show All Details"). On the Complete Award page. you can use an Acceptance Level value of Document and Signature to perform contract binding. On the Review and Submit Complete Award page. If Oracle Procurement Contracts is installed and licensed. click Submit if you wish to complete the award process. 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. On the Confirmation page. Click Submit. To complete the award process: 1. See What is contract binding? for more information. 3. click the link to return to the negotiation summary page. Page 136/209 . On the Create Purchase Order page.4. On the award Confirmation page.Oracle Sourcing Help 2. 4. If you have an approval procedure set up in Oracle Purchasing. 3. you return to the negotiation summary page to complete the award process and generate a purchase order document. In you are creating a blanket purchasing agreement. 2. 5. click Initiate Approval to begin approval for this purchasing document. specify the start and end effective dates. Choose an Acceptance Level from the drop-down menu. 5. you can choose whether or not to create a purchase order document. you can obtain information on the supplier to whom you awarded business. so you may wish not to notify suppliers until a later date when the purchase document is fully approved). 4. 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).

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

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

When you are finished. You can identify the suppliers you wish to notify by searching information in the Approved Supplier List. Click the Manage quick link under Drafts on the Negotiations Home page. On the Manage Draft Negotiations page.5.1.5. Scroll through the Results: Negotiations display until you find the correct negotiation. You can use % as a wild card value 3. 2. You can search on negotiation number. Scroll through the Results display until you see the target draft. 5.Oracle Sourcing Help When entering values. Enter your search values. You can search both the Approved Supplier List and the Supplier Master at the same time. negotiation title. select a search type from the menu. minority-owned or small business. You can also search the Approved Supplier list for suppliers of a particular status (for example. and click Go. o You can search the Approved Supplier List to identify suppliers who sell a particular item or commodity. the Supplier Master. for example. o o On the Search and Select: Suppliers page Page 139/209 . If the draft is locked. Select the draft and continue processing. negotiation creator. approved or new). 2.1. as well as information provided by the supplier company itself. and proximity to open date (specified as the number of days outstanding). you can send invitation notifications to particular suppliers inviting them to participate in the negotiation. click Go. you can use % as a wildcard. 2. click Unlock to access it. Click "Responses" to go to the negotiation History page where you can see information on current responses. You will also search for suppliers to add them to reusable invitation lists and/or negotiation templates. Click Edit to update the draft.4 Searching for suppliers: When creating a negotiation. 2. To search for and manage a draft negotiation: 1.3 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. Click Review and Submit to publish the draft. You can search the Supplier Master to identify suppliers who meet certain criteria. 4.

1. Click the flashlight icon next to the Category field. For goods-based items. enter a search value for either the item name or a word in the item description. After you have entered your search values. use the flashlight to search and select commodity or item. The category value defaults according to the item you select. Scroll through the Search Results display and select the correct category. click Search. To search by Supplier Business Classifications. Click the Select button or the Quick Select icon. You must also specify the category to which the item belongs. enter appropriate search values search values. Click Go. If you wish to see all suppliers who provide a particular commodity. With amount-based items. 1. How you search depends on whether the line type for your item is amount-based or goods-based. If you know the name of the supplier you wish to invite. select the supplier(s) and click Invite. 2.5 Searching for lines and categories While creating your negotiation.5.Oracle Sourcing Help 1. Enter as many search values as are needed to efficiently qualify your supplier search. Select the type of search from the drop down menu. 2. Page 140/209 . enter a full or partial supplier name. Click the flashlight next to the Item field. 3. To search the Approved Supplier List Criteria. You are returned to the create page with the category value inserted in the Category field. you can search by either the Category name or by words contained in the Category Description. 2. On the Search and Select: Category page. and click Go. you must identify item(s) on which you wish to negotiate. click Show Approved Supplier List Criteria and select the attribute values by which you wish to search. You are returned to the negotiation creation page with the item value entered and the Category value entered to the category for the item you selected. you can search and specify an item value. 2. click Show Business Classifications and select the attribute values by which you wish to search. On the Search and Select: Inventory Item page. select the correct item and click Select. 3. From the Search Results display. you can search and specify a category value but cannot specify an item value. From the Results: Suppliers display.1.

many attributes default according to the organization you select. you may need to change the default to a different address.7 Searching for lists When creating a negotiation. On the negotiation creation page. If you do not know the beginning of the name. Page 141/209 . For example.5. Click the flashlight icon next to the address field. In some cases. From the Search Results display. For example. a search on b% returns both Beijing and Brussels. you can search using multiple criteria. Additionally. 2. For each list. The search value can be an address name.1. Such lists include lists of item attributes or price elements. 3. 2. select the list and click the appropriate links or buttons to process the list if necessary and to apply it to your negotiation. such as the percent sign (%). you can search for all price element lists that contain a particular price element. Click Go. click the link to apply a predefined list. or the search wildcard. %. you can search for all lists that contain a particular list entry. Find the correct address and click Select. To search for and select a different address: 1. a partial name. most lists allow you to search by the list name and/or words in the list description. On the Search and Select page. To search and apply a list: 1. 2. You are returned to the negotiation creation page with your new address appearing in the address field. use a wildcard. The Search Results display shows all addresses that matched your search criteria.5.6 Searching for addresses: While creating negotiations. 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.1. This includes addresses such as Bill-To and Ship-To. For example. enter a search value in the Search field and click Go. The system performs a begins with search using any search values you entered. a search on %Boston might return North Boston as a billing address. however. Enter as many search values as required to efficiently qualify your search. 3.Oracle Sourcing Help 2.

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

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

2 Savings by Category report What is the Savings by Category report? The Savings by Category report displays your total savings broken down by item category.1. with the category with the highest productive award appearing first.3. You can view the supporting awarded bid by clicking the Auction number or Bid number. select Standard Purchase Order. 4. see.2. Any report displaying calculated amounts does not include any RFI amounts. If Current Price is not available.3 Awarded Bids Detail report What is the Awarded Bids Detail report? The Awarded Bids Detail report displays detailed information about auctions for which business has been awarded. see "How do I run the reports?" Note: For the Auction Outcome report parameter. the report reflects only the system-hosted catalog item categories. Note the following when generating and evaluating report information: When entering a category search parameter. To run the Savings by Category report.Oracle Sourcing Help 4.2. Section 4. To run the Awarded Bids Detail report. Amounts do not include lines where award quantity and award amount are unspedified.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.1) report for the items listed.2. savings is zero.1. Page 144/209 .1. Once you have generated a Savings by Category report. or All Outcomes.1. Any report displaying calculated amounts do not include any RFI amounts. you can generate a Savings by Item (Section 7. the report reflects only the system-hosted catalog item categories. Blanket Purchase Agreement. Amounts do not include lines where award quantity and award amount are unspecified. The report is sorted by category. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity.

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

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

2 Intelligence Reports 4. if desired. only transactions for that selected currency are displayed. o o Category (if available) Select the category of interest using the search icon next to the field. o 4.1 What is the Awards by Supplier report? The Awards by Supplier report displays a summary of all awards made by the buyer to supplier(s). On the Negotiations Home page.3. the report defaults to your functional currency. The Sourcing Reports page displays information on the reports in the system. If left blank. Once the report displays. as well as the total amount awarded to this supplier. See "How do I export report data to a spreadsheet?" 4. Click Export to Spreadsheet to download the report. For each supplier. 5. 2. click Show Chart (if available) for a graphical representation of the report.1. 3. It also gives a breakdown by negotiation type of the total amount of money transacted. transactions for all currencies.1 How do I run reports? 1.Oracle Sourcing Help To view transactions in all currencies: When you view transactions for a selected currency in a report. and click Go. see "How do I run the reports?" Page 147/209 . click the Reports tab. Suppliers (if available) Select the suppliers of interest using the search icon next to the field. Enter any search criteria into the appropriate fields.2. You can sort the report by clicking on the any of the underlined column headings. Click the link for the report you want to run. Currency Select the currency of interest. 4. the report shows the total amount generated by each sourcing transaction type (bid or quote). are displayed. To run the Awards by Supplier report. including the selected currency and the currency code. (Not all reports have all of the following search criteria.) An asterisk (*) indicates a required field: o *From and Through Date Enter a date range for extracting and summarizing transactions. you can export the report data to a spreadsheet. However. if you want to view all transactions completed in all currencies. In the spreadsheet.

2 What is the Savings by Category report? The Savings by Category report displays your total savings broken down by item category. Blanket Purchase Agreement. select Standard Purchase Order. To run the Savings by Category report. 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. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. Any report displaying calculated amounts do not include any RFI amounts. If Current Price is not available. with the category with the highest productive award appearing first. You can view the supporting awarded bid by clicking the Auction number or Bid number. 4. you can generate a Savings by Item report for the items listed. or All Outcomes. The report is sorted by category. 4.2.2. savings is zero. Note the following when generating and evaluating report information: When entering a category search parameter. Once you have generated a Savings by Category report. the report reflects only the system-hosted catalog item categories. Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity.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.3 What is the Awarded Bids Detail report? The Awarded Bids Detail report displays detailed information about auctions for which business has been awarded. Amounts do not include lines where award quantity and award amount are unspecified. If Current Price is not available. the report reflects only the system-hosted catalog item categories. 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. Page 148/209 . see "How do I run the reports?" Note: For the Auction Outcome report parameter. To run the Awarded Bids Detail report.

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

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

Event (negotiations associated with this sourcing event). To see all the active and draft responses for your company. Line (negotiations for a particular item or service). Category (negotiations with lines in this category).1.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. Simply clicking the link takes you to the page where you initiate the operation. 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. The table below shows some of the operations available Sourcing Buyers and Sourcing Suppliers by using Quick Links. You can search by: Negotiation title. The links are organized by task and negotiation type so you can find the link for the task you wish to perform. Click "Unread Messages" to view any online discussion messages. 5.2 How do I use Quick Links? The Quick Links section of the Negotiations Home page provides easy. 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 . use the Search Negotiations fields at the top of the page. To find open negotiations. click Full List. you can Select the negotiation and click Respond to create a response. Click All Responses to view the responses to this negotiation. and click Go. enter a value for the parameter. Negotiation creator (contact). one-step access to your most commonly performed Oracle Sourcing tasks. Select a search parameter. Negotiation number. On the Active Negotiations page. To search for open negotiations in which to participate: You can access any open negotiation even if you were not specifically invited.

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

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

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

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

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

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

When you respond to a negotiation that includes item attributes and/or price elements. The second attachment is the line attachment. Price elements identify additional costs associated with an item which need to be negotiated in addition to the item price. 2. Page 158/209 . a buyer can add item attributes and/or price elements to any item(s) in the negotiation. To see the detail information for each line. By default. From the Negotiations Home page. you can view these specific item details (if allowed by the buyer) and enter additional values to target your response.1. 3. The first attachment is the requisition header attachment. 5. on occasion the buyer may need to communicate or request additional information such as specialized requirements. the page displays the negotiation header information. 5. providing a search value and clicking Go. search for an open negotiation by selecting a search criteria. there will be two attachments for each line. Click the negotiation number link to display the negotiation summary page. click that line's number link. Click the Lines subtab to see details of the negotiation lines. Once you have viewed all your attachments.Oracle Sourcing Help 5. Notes and attachments can be assigned to the negotiation header or the negotiation lines. 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. Alternately.8 How do I use item attributes and price elements when responding to a negotiation? When creating a new negotiation. To view the notes and attachments: 1.7 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. The buyer can use the note text box for short communications or use attachments for larger amounts of information. 4. 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. From this page you can continue placing a response. click the negotiation number link under Your Company's Open Invitiations to view negotiations to which you have been invited.1. click Return to Negotiations to return to the negotiation summary page. On the Line: page.

Item attributes make a negotiation item more descriptive and can be used to ensure that all responses submitted for the item include details not included elsewhere in the item information. click AutoRefresh On. 5.10 What is proxy bidding and how does it work? By activating proxy bidding. 5. Click Create Bid to deactivate AutoRefresh and place a bid on the auction. The AutoRefresh page updates the current best bid price and your bid status for each item in the auction. Locate an open auction in which you'd like to bid. you can proxy bid on some items and bid manually on others. and Lose for any item on which you have been outbid. They define 1) unique specifications that are set for a negotiation item. To activate AutoRefresh: 1. You cannot proxy bid on any items that have price elements. On the Create Bid page. On the AutoRefresh page. In Multi-Attribute Weighted Scoring negotiations.9 What is AutoRefresh? AutoRefresh enables you to continuously monitor the bidding in an auction before or after you submit a bid.Oracle Sourcing Help Item attributes provide extra information about a negotiation item. Using price elements allows you to target additional costs related to a particular negotiation item. you can adjust the AutoRefresh interval setting to change the length of time between page refreshes. select the category from the View menu. If you want to display only those auction items that are included in a specific category. Your bid status is No Bid for any item on which you have not placed a bid. you can set your responses apart from your competitors' responses and enable buyers to make better-informed award decisions. 2. Page 159/209 . Item attributes also allow you to provide more information and details when entering responses. then click Go. you allow the system to automatically rebid on your behalf whenever a competing bid price beats your bid price.1. By providing item details and specifications in item attribute fields. your responses to an item's attributes are scored and weighted to allow the buyer to make more informed decisions. 5. In an auction that includes more than one item. Select the auction and click Respond.1. Such costs can include discrete charges such as import duties or activities such consulting or training costs. 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. 4. 3.

400 bid is subsequently submitted. You can then do any of the following: Enable another round of proxy bidding for the item Enter new proxy bid information. To submit a proxy bid for any auction item. 10.500 bid in an auction with a proxy bid decrement amount of $100. Note: After you have submitted your proxy minimum bid amount.75. 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). and a $3. Proxy Minimum Bid You must enter the lowest price you are willing to proxy bid for any auction item. Whenever your bid price is exceeded by a competing bid price.Oracle Sourcing Help To activate proxy bidding: When you place a bid on an auction. 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. you must provide the following information: Note: If at any time you wish to change your proxy bid information. the system will automatically submit a proxy bid of $3. You can change your proxy bid decrement if all items on the bid do not have proxy enabled. You can also change the proxy bid minimum amounts. Discontinue bidding on the item Page 160/209 . the system will continue to automatically rebid (by the proxy bid decrement amount you specify) until your proxy minimum bid price is met. For example. Use numbers. you cannot change this amount unless the minimum amount is met in the auction bidding or you cancel the proxy bidding on the item. then enter a proxy minimum bid only for those items on which you want to proxy bid. not your own current bid. for example. if you have submitted a $3.300 on your behalf. You cannot enter different proxy bid decrement amounts for each item. Bid manually on the itemContinue bidding on the item by submitting bids manually. Enter your proxy bid decrement amount. you can proxy bid on all or selected items. If the bidding on an auction item in which your proxy bidding drops below your proxy bid minimum amount. you can enter your proxy bid information in the appropriate fields on the Create Bid page. When bidding on an auction that contains more than one item. Your proxy bid decrement amount will be applied to the current winning bid in the auction. you can cancel your proxy bid and submit a new bid with the updated proxy information. automatic proxy bidding is discontinued.

1. Cancelling proxy bidding In most cases. Select the items for which you wish to disable proxy bidding. Or in a multiattribute weighted negotiation. 1. the bidder may wish to update the non-price related information to improve the price to total score ratio. 5. When you use power bid.11 How do I turn off proxy bidding? Proxy bidding allows a bidder to have the system automatically rebid whenever a competing bid is received. click Create Bid. 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. Once you have placed a bid using proxy bidding. Page 161/209 . 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. click the Response number link. At this point. To continue placing a new bid. When the Rebid page appears. the bidder may wish to halt the proxy bidding to update bid information. To view the details of your current bid. the promise date offered by the bidder may need to be updated due to unforeseen situations at the time the proxy was begun. In both these cases. continue entering your new bid information (including new proxy specifications if desired).1.Oracle Sourcing Help 5. once proxy bidding has been initiated. On the Rebid page. all of your bids (losing and winning) in an auction are improved by the percentage you enter in the Power Bid field.12 What is power bid? Power bid allows you to expedite your rebidding when you have bid on several items in the same auction. However. there may be certain instances in which the bidder needs to end proxy bidding early. For example. Usually. click Cancel Proxy at the bottom of the page. proxy bidding in suspended. The Cancel Proxy Bidding page shows all line items for which you have proxy bidding enabled. 3. and click Cancel All Proxies. Once enabled. this happens when the bidder needs to update bid information. Power bidding cannot be used if any of the auction items contain price elements. you can monitor its progress by locating the negotiation number under Your Active and Draft Responses section of the Negotiations Home page. To cancel proxy bidding. The bidder specifies the amount of the price decrement (expressed as a percentage or a flat price reduction) and the minimum price to offer. 2. it can be allowed to run to conclusion.

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

If correct. Once you have displayed the new negotiation. or the buyer may decide to change negotiation criteria such as terms and conditions.Oracle Sourcing Help 7. If the negotiation is an RFQ. click Create Quote/Bid. Browse to the location where you saved your spreadsheet file. Verify the details of your quote or bid. If the buyer has updated an item for the new round. There are several reasons why this might happen. Click Import. 2.15 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. you can continue placing your re Page 163/209 . The system will validate the response information you entered in your spreadsheet. If the item is unchanged from the previous round. On the negotiation Details page. Click the response link to access the Details page. use your Back button. you can easily identify the updated information by clicking View New Round Summary. check your response information. On the Review Quote/Bid page.1. click Submit. On the Rebid/Requote page. After you have analyzed the updated negotiation information. If you need to make changes. 5.14 How do I rebid on an RFQ or auction? 1. 8. Quote/Bid controls. 3. 9. or the invitation lists. your prior response is carried over to the new round. Once the buyer has published the updated RFQ/Auction. enter your new bid information and click Continue. After you have located the negotiation in which you wish to participate. Access the negotiation on which you wish to rebid. you can respond with your new Quote/Bid. Click Submit. The Bid Confirmation/Quote Confirmation page displays your bid number. The Multi-Round Modifications Summary page shows you negotiation information that has been updated since the previous round. You respond to a second-round negotiation the same way as to the initial negotiation. 5. 4. the initial round might have been simply for information gathering purposes.1. notifications are sent to the original and any newly added participants. you will need to respond to that item again.

6. you must have reviewed all the amendments and placed a response to the latest one. review the document information. Select the negotiation and click Respond. If you do not accept the negotiation's terms and conditions.Oracle Sourcing Help 5. You will not be allowed to enter a response in the negotiation. these terms and conditions are presented before you enter the details of your response. To be eligible for an award decision. Once you have acknowledged all the amendments. Search for the negotiation. Click Yes. On the Acknowledge Amendment page. You are informed that the negotiation has amendments and are prompted to acknowledge them. Page 164/209 . Such updates are called amendments. 4. you can continue to respond to the negotiation normally. Review the negotiation's terms and conditions. 5. then continue entering your response. the buyer may need to update some of the information defined in the sourcing document. 1.1. the next time you access the system the status of your initial response will have been changed to Resubmission Required in the Your Active and Draft Responses section of the Negotiations Home page. 2. To respond to a negotiation that was amended after your first response: 1.1. When you respond to such a negotiation. 3. If there are multiple amendments. To respond to a negotiation that was amended before your first response: If the amendment was made prior to your first access. you must review and acknowledge each one. click Accept. 5. If you placed a response before the amendment was made. click Cancel. Once a document has been amended. you will only be able to respond to the amended version. you must review and acknowledge the amendments and place a new response.16 Why would a negotiation have special terms and conditions? Your buying company can include customized terms and conditions that govern its negotiations. click the checkbox and then click Acknowledge.17 How do I respond to an amendment to a sourcing document? After publishing a negotiation.

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

Oracle Sourcing Help

3. On the Update Deliverable page, you can perform the following modifications (note that changes to the deliverable status are tracked and can be displayed):
o o

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

4. Change the status to Submitted and click Done. 5. Continue responding to the negotiation. 5.1.19 How do I respond to a service-related line? When you are responding to a service-based negotiation, the fields to which you can respond depend on the type of line. Responding to a temporary labor, rate-based line You can respond to the following fields: Bid Price Attributes (if any) Price differentials (if any) Location Pricing Responding to a temporary labor, fixed-price line You can respond to the following fields: Bid Price Attributes (if any) Responding to General Services, fixed-price line Bid Price Attributes (if any) Responding to Price Differentials You can respond to price differentials at the line or location (price break) level if they are marked as optional or required. If it is possible to enter a value, it must be higher than the tageted multiplier defined by the supplier.

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5.2 Monitoring Negotiations
5.2.1 How do I monitor negotiations to which I've responded?

From the Negotiations Home page, you can easily monitor the status of negotiations to which you have responded. The Your Active and Draft Responses section lists all negotiations to which your have either submitted an active response or to which you are still creating a draft response. 1. Click the Negotiation Number link to see details of the negotiation such as negotiation items, terms and conditions, and response controls. 2. Click the Response Number link to see details of your current responses. Also on the Negotiations Home page, you can use the Response Quick Links to see the status of your awarded, disqualified, and rejected responses. 5.2.2 How do I use Quick Links?

The Quick Links section of the Negotiations Home page provides easy, one-step access to your most commonly performed Oracle Sourcing tasks. The links are organized by task and negotiation type so you can find the link for the task you wish to perform. Simply clicking the link takes you to the page where you initiate the operation. The table below shows some of the operations available Sourcing Buyers and Sourcing Suppliers by using Quick Links.

Buyer Operations Creating negotiations Creating templates and reusable lists Managing draft negotiations Creating and managing sourcing events Updating profile information

Supplier Operations Responding to negotiations Monitoring active responses Managing draft responses Viewing award decisions Updating profile information

5.2.3

How do I track the status of my responses?

When a negotiation in which you have participated is awarded, the system sends you an e-mail notification listing the number of negotiation items you won (if any) and lost (if any). Page 167/209

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To view the status of your responses: From the Responses Quick Links section of the Negotiations Home page click: "Awarded" to access the Awarded page showing information on all your awarded business. "Rejected" to access the Rejected page showing information on all your rejected responses. "Disqualified" to access the Disqualified page showing information on all your disqualified responses.

5.2.4

What information is contained on the Disqualified Responses page?

The Disqualified Responses page shows you all responses you have placed in any negotiation that have been disqualified by the buyer. The Disqualified Responses page allows you to drill down into detailed information about the negotiation and your response to it. The Disqualified Responses page shows: Response Number The number assigned to your response by the system. Your Response Number The number you assigned your response, if any. Negotiation Number The number assigned the negotiation by the system. Type The negotiation type: RFI, RFQ, or buyer's auction Title The title of the negotiation. Event Title The name of the event, if the negotiation is associated with one. Time Left Time remaining until the negotiation closes. Reason Any explanation provided by the buyer explaining why the response was disqualified. If the negotiation is still open, you can select your response and click Revise to update your information and submit a new response.

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5.2.5

What information is contained on the Awarded Items page?

The Awarded Items page shows you all negotiation items for which you have been awarded business. The Awarded Items page allows you to drill down into detailed information about the negotiation items and your responses to them. The Awarded Items page shows: Response Number The number assigned to your response by the system. Your Response Number The number you assigned your response, if any. Negotiation Number The number assigned the negotiation by the system. Type The negotiation type: RFI, RFQ, or buyer's auction Item Description The description of the item entered by the buyer. Promise Date The date by which you said you can supply the item. Award Quantity The number of negotiation item units the buyer is contracting to buy from you. Response Price The price at which you offered to sell the item. Order The purchase order generated from this negotiation. Reason Any optional message from the buyer.

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Response Price The price at which you offered to sell the item. Promise Date The date by which you promised to deliver the item. 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. Page 170/209 . Your Response Number The number you assigned your response. Once a negotiation has been published. or Buyer's Auction Item Description Description of the negotiation item. 5. Reason Any message provided by the buyer explaining why the item was not awarded.| Type The type of negotiation: RFQ. Response Quantity The number of item units you offered to sell the buyer.6 What information is contained on the Rejected Items page? The Rejected Items page shows you all items to which you responded but were not awarded by the buyer.7 How do buyers and suppliers communicate while a negotiation is in progress? There may be times when buyers and suppliers need to contact each other directly for additional information or clarification.Oracle Sourcing Help 5.2. The Rejected Items page shows: Response Number The number assigned to your response by the system.2. The Rejected Items page allows you to drill down into detailed information about the negotiation and your response to it. if any.

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

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

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

search for the negotiation you wish to print by clicking the Negotiation Number link. 5. On the negotiation summary page.2. 2.10 How do I respond to an amendment to a sourcing document? After publishing a negotiation.Oracle Sourcing Help To print a negotiation (for suppliers): 1. 2. Click the Contract Terms link in the navigation bar. you will only be able to respond to the amended version. 1. select Print Document from the Actions menu. open and inspect the print directly. Page 174/209 . 6. When the prompt box appears. you must review and acknowledge each one. Search for the negotiation. Click Preview Contract Terms. 3. 3. you can continue to respond to the negotiation normally. Click Yes. 2. 3. or save it to a location on your machine and review the document there To print contract terms only: 1. On the Negotiations Homepage. You are informed that the negotiation has amendments and are prompted to acknowledge them. 4. Once a document has been amended. you must have reviewed all the amendments and placed a response to the latest one. open and inspect the print directly or save it to a location and review the document locally. 5. Such updates are called amendments. search for the negotiation for which you wish to print the contract terms by clicking the negotiation number link. you must review and acknowledge the amendments and place a new response. On the Negotiations Home page. the buyer may need to update some of the information defined in the sourcing document. Once you have acknowledged all the amendments. Select the negotiation and click Respond. click the checkbox and then click Acknowledge. If there are multiple amendments. On the Acknowledge Amendment page. To be eligible for an award decision. To respond to a negotiation that was amended before your first response: If the amendment was made prior to your first access. 4. review the document information. When the prompt box appears.

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

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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If you are using a slow dial-up connection.6 What if I have problems uploading files? Check the online Help about errors or failures.1. or other feature. buttons. the connection.1. Your system administrator controls function security by creating a Responsibility consisting of different functions. 6. and (for bulk load jobs only) the job number. try placing the file in a WinZip file to reduce the file size or using a faster connection to the system. or multibyte languages (such as Chinese). button. Total Agreement Amount Page 180/209 . Your Sourcing responsibility assignments determine which features you can use. Function security means that features can be used only by users who are allowed access to the features. the steps you performed that led to the problem. 6. links. If you still cannot determine the cause of an error or failure.1.4 Why can't I access some pages. particularly for large files. note the error text if any. Agreement Start Date/Agreement End Date The period during which the blanket purchase agreement is effective. If you receive a Task Access Restriction message. and apply only when you have selected "blanket purchase agreement" as the auction outcome. or if you cannot view or access a specific page. Users who are associated with this responsibility can access and perform specific features. or if your upload does not complete. task bar option. may time out before the system receives the file. Note: Depending on how the system is set up. or task bar options? All system features are controlled by function security and your userid. Then contact your system administrator. some browsers will not upload files or browse directories whose names contain language-specific marks such as accents or umlauts. If the feature in which you are uploading allows.2 Glossary A Agreement Terms (Blanket Purchase Agreement only) Agreement terms are optional. 6. link. you should contact your system administrator to request additional function assignments.Oracle Sourcing Help 6.5 Whom should I contact about technical difficulties? If you experience technical difficulties with this system you should contact your system administrator.

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

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

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

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

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

000 Bidder A's second bid = $900 Bidder A's third bid = $800 Auction #2234. You can enter either a straight amount or a percentage by which bids must improve. Note: A bid decrement amount will always be applied to a bidder's current bid price. For example: Auction #1234. 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).Oracle Sourcing Help H I J K L Lead Time The number of days between the order date and the shipment date (not between order date and receipt date). bid decrement = $100 Bidder A's original bid = $1. the decrement percentage will be calculated based on a bidder's original bid price. but will be applied to the bidder's current bid price. M Minimum Bid Decrement The minimum amount by which bids must decrease This is set in the auction's bid controls. bid decrement = 20% Bidder B's original bid = $1.000 Bidder B's second bid = $800 Bidder B's third bid = $600 Minimum Release Amount Page 186/209 . If you specify your bid decrement amount as a percentage.

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

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

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

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

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

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

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

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

however. 6.1 Accessibility of Code Examples in Documentation JAWS. These other Oracle Applications may require separate licenses.4 Product Integration and Licensing This documentation includes information about many features of Oracle Applications other than this product.3. and must be fully installed to take advantage of their features.3. visit the Oracle Accessibility Program Web site at: http://www. to the disabled community. Page 195/209 . For additional information. Oracle neither evaluates nor makes any representations regarding the accessibility of these Web sites.oracle. To that end. The conventions for writing code require that closing braces should appear on an otherwise empty line. Standards will continue to evolve over time. may not always correctly read the code examples in this document. 6. with good usability. This documentation is available in HTML format. JAWS may not always read a line of text that consists solely of a bracket or brace.Oracle Sourcing Help 6. and supporting documentation accessible.com/accessibility/. a Windows screen reader. services.2 Accessibility of Links to External Web Sites in Documentation This documentation may contain links to Web sites of other companies or organizations that Oracle does not own or control. our documentation includes features that make information available to users of assistive technology. and Oracle is actively engaged with other market-leading technology vendors to address technical obstacles so that our documentation can be accessible to all of our customers. and contains markup to facilitate access by the disabled community. 6.3 Documentation Accessibility Our goal is to make Oracle products.

Inc. the report shows the total amount generated by each sourcing transaction. Appendix 7. For each supplier. Amounts do not include lines where award quantity and award amount are unspedified.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. as well as the total amount awarded to this supplier. Copyright 2000 Three D Graphics. 7. Inc.Oracle Sourcing Help 7. Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity. You can sort the report by clicking on the any of the underlined column headings To run the Awards by Supplier report.1 What are the Sourcing Intelligence reports I can generate? You can generate any of the following Sourcing Intelligence reports: Awards by Supplier report Savings by Category report Awarded Bids Detail report Awarded Quotes report Perspective for Java licensed from Three D Graphics.1. see Section 4.1 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).3. savings is zero. Page 196/209 . If Current Price is not available.type (bid or quote).

or All Outcomes.Oracle Sourcing Help 7.1. If Current Price is not available. Any report displaying calculated amounts do not include any RFI amounts.1. 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. For each supplier. 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. the report shows the total amount paid to this supplier. Page 197/209 . You can view the supporting awarded bid by clicking the Auction number or Bid number. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity.2 What is the Savings by Item report? Once you have the Savings by Category report generated. 7. you can further drill down into the categories and display how much you have generated by item within that category. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. Amounts do not include lines where award quantity and award amount are unspecified.3 What is the Awarded Bids Detail report? The Awarded Bids Detail report displays detailed information about auctions for which business has been awarded. Any report displaying calculated amounts do not include any RFI amounts. Note the following when generating and evaluating report information: When entering a category search parameter. savings is zero. Amounts do not include lines where award quantity and award amount are unspedified. the report reflects only the system-hosted catalog item categories. To run the Savings by Item report. select Standard Purchase Order. To run the Awarded Bids Detail report. savings is zero. Blanket Purchase Agreement. see "How do I run the reports?" Note: For the Auction Outcome report parameter. the report reflects only the system-hosted catalog item categories.

enter a name and description of your list and select a status. You can view individual quote details by clicking the quote number. On the Create Header Atttribute List/Create Line Attribute List page. Click "Attribute" under the Reusable Lists area of Quick Links on the Negotiations Home page .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. If you include an attribute list in a negotiation template. Page 198/209 . the report reflects only the system-hosted catalog item categories. savings is zero. Attribute lists are named groups of line attributes (line characteristics) that applies to a line in a negotiation. Buyer cannot create inactive lists .Oracle Sourcing Help 7. On the Reusable Attribute Lists page. see "How do I run the reports?" Note: For the Auction Outcome report parameter. Active lists are available for use by buyers during negotiation creation.2.1. 3. 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. Note the following when generating and evaluating report information: o o o o When entering a category search parameter. select Standard Purchase Order. click either Create Header Attribute List or Create Line Attribute List . If Current Price is not available. Amounts do not include lines where award quantity and award amount are unspedified.4 What is the Awarded Quotes report? The Awarded Quotes report displays information about the selected RFQs that have been awarded in the system. To create an attribute list: 1. 2.2 Reusable Attribute Lists 7. Any report displaying calculated amounts do not include any RFI amounts. 7. or All Outcomes. Blanket Purchase Agreement. 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).

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

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

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

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

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

9) Page 204/209 . On the Create Price Element page. select the language for which you are defining the price element. Click "Create Price Element.a fixed amount for each unit of the item.a text description of the price element Pricing Basis . 6. When you have finished entering. On the Price Elements page.a fixed amount regardless of the number item units. Fixed Amount . Description . Please see How do buyers and suppliers communicate while a negotiation is in progress? (See Section 2.this code must be unique within all price element codes Price Element Name ." 5.a percentage of the final negotiated item price.how the cost for this price element is determined. enter information for the following fields: Code . You can define the same price element to every language installed.8 Can suppliers communicate with each other while a negotiation is in process? This file has been obsolete. 3.Oracle Sourcing Help To create a reusable price element: 1. Per-Unit . % of Item Price .The default status is active. 2. Click "Price Elements" under Auction/RFQ Tools. click the Auctions or the RFQs tab. From the Sourcing Welcome page.4.this name must be unique within all price element names. click Done. 7. You return to the Price Elements page. You can change the statue to Inactive to prevent the price element from being added to any negotiations. 4. Status .

all the clauses in the contract template automatically become standard clauses in the business document. Approve the contract template.2 “About the Contract Terms Library”). 3. 2. Prior to approval. Unless protected. or you can leave the clauses in draft form. After you apply the contract template to a business document. These templates can then be used to default clauses and deliverables on a contract.1 About Clauses A standard clause is the legal or business language used to author a contract. A non-standard clause is a clause that you create to add in directly into the business document.9. or a standard clause that you edit and make non-standard.9. Add the clauses to a contract template. 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. Clauses are drafted based on both business and statutory requirements. the contract template can contain both approved and draft clauses. you must perform the following steps: 1.9 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. 7. not in contract templates.Oracle Sourcing Help 7. Apply the contract template to a business document. Non-Standard Clauses Non-standard clauses exist only in business documents. In order to make standard clauses available to be used in business documents. at which point the clause becomes a non-standard clause. the text of a standard clause in the business document can be changed. Standard Clauses A standard clause is a clause defined in the Library (See Appendix 7. Page 205/209 . You can create templates that include both clauses and deliverables. You can create and modify standard clauses in the Library. You can either approve clauses before adding them to the contract template.

These capabilities provide the foundation for contract process standardization and control across the enterprise. Oracle Contracts supports the following types of variables: o o o o System-defined variables Table variables Deliverable variables User-defined variables Note: Only system variables are available for use in Contract Expert.1 About the Contract Terms Library The Contract Terms Library is the central library of all pre-approved clauses. Organizations can manage clauses and templates centrally in a global organization. Clauses can be grouped into sections and stored as reusable contract templates to codify best practices.9.1.2 About Variables Oracle Contracts supports the use of business variables (tokens) in clause text.9. Page 206/209 . the Library supports the creation and maintenance of a library of folders. You can embed system variables in the clause text. You can use the Contract Expert feature of Oracle Contracts to create rules that represent the business policies of the organization.Oracle Sourcing Help 7. 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. these tokens will be substituted with values from the business document. which will be automatically substituted with values when the clause is used in a contract. and variables. Local organizations can then use or duplicate these clauses and templates and customize them to meet their own specific local requirements. During authoring. Note: The Contract Terms Library is generally referred to as the Library. Templates provide a framework for rapid assembly and creation of contracts. sections. customer name. and supplier name. and Contract Expert rules that can be used to create contracts across the enterprise. System variables are also available to be used in defining Contract Expert rules. contract templates. Another key feature of the Library is the ability to establish global standards and enforce these standards enterprise-wise. In addition to standard clauses and contract templates. The Library gives the legal department and business organizations a powerful tool to create reusable clauses. These rules can be applied on a business document to bring in additional clauses based on the information in the business document. 7.

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

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

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

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