Oracle Sourcing 11i10 Help Guide[1] | Auction | Http Cookie

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...13 What are global agreements...1........................5 2..............................................4............ 95 2.............................. 99 2... 114 2....3. 103 2................................................................................. 84 What are Reusable Price Element Lists.. 92 2.............4. 110 2.............3...2 What kind of services can I negotiate for?..4....3...........4........ 107 2....1 What are some negotiations strategies I can use? ...3.........6 ......1......................4 Can I create and save sourcing documents without submitting them? ....................12 How do security levels work? ......................3. 96 2..3...............3 Are there any shortcuts available when creating a sourcing document? .......................... 93 2........................ and how are they used? .......................... 86 2...............1..1........................................................12 How do I change my auction's AutoExtend settings while the auction is in progress?..... 106 2................3..............1.......3 How do I define services related lines?...........1 How do I create a deliverable and use it in a negotiation document?..............3...9 What are amount based line types. 102 2..........................................13 What is shortlisting and how do I use it? ..................... 114 2..............8 What are price breaks.....................................................1................ and how do I use them in my negotiation?......................... 98 2.................................4...3...3.............................. 91 2....8 How do I view the backing information for lines AutoCreated from Oracle Purchasing?...................1...................1............. 112 2.... 105 2.................................................. 102 2...............4...............3..................................7 What are contract terms and conditions..... 88 2.............1.......................... 107 2..................4.................10 Can I invite additional suppliers to a negotiation I've already created? .................4...............11 How do I extend a negotiation that is in progress? .......................1....................................4.3...................................................................4. 103 2.........2 How do I monitor the negotiations I have created? .......................5 How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line?..1....2 Using Oracle Services Procurement and Oracle Procurement Contracts.......3. 88 2..1............................4 What are contract terms and conditions...............6 How do I download the responses I have received? ............9 How do buyers and suppliers communicate while a negotiation is in progress? ..............................................................1..... 98 2.... 115 2............................3 Monitoring Negotiations....1..........4............ 117 Page 5/209 2... 100 2......2.............. 105 2......5 How do I create a deliverable and use it in a negotiation document?............1................................7 How do I analyze the responses I have received?.6 How do I copy a sourcing document?....3............ 100 2....... and how do I use them?......................... and how do I use them in my negotiation?..................7 What are price breaks.........2 What is a sourcing event? .....10 How do collaboration teams work? ...... 108 2...4....................3.............. 84 2...... 104 2.4 Additional Creation Topics .........11 Who can participate as team members? .. and how do I use them?.. 106 2...14 How do I initiate a new round of responding?....Oracle Sourcing Help How do I use price elements? ..........................................1..........2......... 116 2...................3...................................................................................4.........................................3 How do I respond on behalf of suppliers without Internet access?.....1 How do I access negotiations? .................................................3.................................. and how do I use them?.... 97 2..........2................... and how do I create and use them? ............................................................2........ 96 2.......... 109 2.........4 What are Your Negotiations at a Glance?...

... 124 2............12 How do I generate a purchase order document? .....2 Searching for all negotiations to which you have access:.......4.5.. 139 2............................ 143 4.......7 How do I use a spreadsheet to award negotiation items?................Oracle Sourcing Help How do I close a negotiation before its scheduled close date and time?...........8 How do I allocate backing requisitions among awarded items? ..3..................................5....................3 Awarded Bids Detail report ......................... 133 2.... 135 2....5 How do I download the responses I have received? ........................3........19 How do I view the approval history for my negotiation? .......... 120 2..........3......1 Introduction to Sourcing Intelligence...... 133 2.........3 Searching for draft negotiations ....................................................... 142 3.................................................1 What is Sourcing Intelligence? ....................................................2 Savings by Category report................................5.................... 141 3....................... 143 4....1.................................. 144 4.................. 121 2....................................5................................................ 124 2............ 147 4.....6 How do I manually score header attributes? ..............................1...........................18 How do I print information on my negotiation? .........2 What is the Savings by Category report?........................10 What information is contained on the Award Summary page? ... 148 Page 6/209 2...1......1...............................4..............................................1..4 How do I award business in an RFQ or auction?. 145 4.................. or auction? ............. 137 2..................... 145 What is the Awarded Quotes report? ....13 What is contract binding?..................... 120 2..2 How do I unlock and unseal a sealed RFQ or auction? .........5........................... 144 What is the Awarded Bids Detail report? .....4....... Sourcing Buyer Intelligence Reports......1 Awards by Supplier report .............1..... 128 2..2...........5....................4.........1..................1 How do I run reports? ................4 Awarded Quotes report .............................................. 139 2....5 Searching for lines and categories......4 Searching for suppliers:.........1.4.....................................................4.................2............. 144 4.. 130 2............ 124 2.............................4................................7 Searching for lists........................... 137 2...16 How do I cancel a negotiation?..............1.....................4...4....1........................ 120 2...5.....2......... 138 2................1.............................. 136 2...17 How do I create an amendment to a negotiation? ..........1...............1 How do I update my Sourcing personal options? .... 143 4.....................................1 Searching for your negotiations in which you are participating: ......................................................20 How do I manage deliverables I have assigned to a negotiation?............................................ 142 4.....................................................5............ 147 4.....2 Intelligence Reports ....................3................................... 140 2................3 What are the different methods I can use when performing awards? .............1 What is the Awards by Supplier report? ........ 143 4.............9 How do I disqualify responses I receive for an RFI...4 Awarding Negotiations ................11 Can I see information on my negotiations once I have completed awarding them? ........5 Searching......... 127 2..............................15 . 138 2........4... 141 2... 124 2............................................... My Profile .........3..... 147 4.............................. 137 2...........3.............. 143 4..........1 How do I view the responses I have received? ...................................1............2.. 129 2.....1 How do I search for information on Oracle Sourcing? .... 145 4..................................4.............. 131 2........................ RFQ.....................................4..........1.................. 123 2............3...........................................................3 How do I export data to a spreadsheet? ..........................1..................2.....................................................................2..........4................................2 What are the Sourcing Intelligence reports I can generate?........................6 Searching for addresses:... 122 2..

..........................1............1...........Oracle Sourcing Help 4...................2 Monitoring Negotiations........................ 163 5.................................................................2 Can international companies participate? .................................................................. 175 5. 150 5..3 How do I track the status of my responses?.......................... 167 5................... 164 5.....................1.....................................4 How do I view the details of a negotiation before placing a response? .....................................1.................................................................18 How do I respond to a deliverable defined to a negotiation?...............1...1................ 169 5......2...................................................2......4 What information is contained on the Disqualified Responses page? ...........................................1 What are the benefits of registering and participating in this system? ..............................2..1 Additional Topics .........................2... 167 5..............3 How do I respond to a negotiation? .3 What is a WinZip (or zip) file? ............8 How do I use item attributes and price elements when responding to a negotiation? .................. 166 5.........9 How do I print information on my negotiation? ................ 158 5......................5 What information is contained on the Awarded Items page? .16 Why would a negotiation have special terms and conditions? ....... 173 5...........3 Searching................................................ 159 5......................................17 How do I respond to an amendment to a sourcing document? ...........................2.........................2 How do I use Quick Links?......... 152 5....2.........................11 How do I respond to a deliverable defined to a negotiation?...................1................ 178 6......................................1 How do I access negotiations? .....8 How do I turn off proxy bidding? ........... 154 5..... 178 6.....1......................................1.....................3 What is the Awarded Bids Detail report? ........ 170 5....12 How do I respond to a service-related line?...... 170 5........4 What is the Awarded Quotes report? ................15 How do I respond to a negotiation that has gone to an additional round of responding?..............................2.....1............................19 How do I respond to a service-related line?.. 163 5................. 153 5....5 How do I respond to a Request for Information (RFI)?.............1.......2.................... 161 5....................7 How do buyers and suppliers communicate while a negotiation is in progress? .....................1..................2............2..............6 How do I submit a response online? ..............2.................................................................. 178 6.......1........6 What information is contained on the Rejected Items page?........................................... 177 6................................ 167 5........................1 How do I search for negotiations? .2....................................3.... 174 5.............2 How do I use Quick Links?....... 168 5........... 164 5..........1 How do I monitor negotiations to which I've responded? ............1.. 148 4......1...............1........................10 How do I respond to an amendment to a sourcing document? ........ 177 5....................1. 176 5............ 161 5.1...................................... Additional Information...... 152 5.....11 How do I turn off proxy bidding? ...1.........................2.............. 172 5......................... 165 5......... Help for Sourcing Suppliers... 150 5......10 What is proxy bidding and how does it work?.............1.............................................................9 What is AutoRefresh? ........................................................................ 179 Page 7/209 ............12 What is power bid?.............2.......................... 149 5......1......................................... 179 6..................... 167 5........ 159 5.14 How do I rebid on an RFQ or auction? ................................................7 How do I view the attachments associated with the negotiation to which I am responding? .......................... 150 5..... 162 5......................... 151 5...........................1...1 Responding to Negotiations.......................................... 158 5................................13 How do I download a spreadsheet and respond offline?...............................................

....................................................................... 205 7..................... 196 7............4 Why can't I access some pages..........1................................... 195 6.......... 198 7..................................1 About Clauses ......... or task bar options? ........................................................................3 What is the Awarded Bids Detail report? ..................................................6 What if I have problems uploading files? ......................... 195 6.3 What are score settings and how do I use them with header attributes? ........................1 What are the Sourcing Intelligence reports I can generate?.................................................. 180 6..... 208 7....... 199 7.... 206 System-Defined Variables ..............................4 Product Integration and Licensing... 206 Table Variables .................... 205 Standard Clauses ......1.......... 207 Value Sets for Variables....................................... 207 User-Defined Variables...............................................2..........Oracle Sourcing Help 6................ 199 7...............................................................................................................5 How do I use the Graphical Monitor to view responses to items in my negotiation?........................................................................................ 195 6.... 207 Deliverable Variables.............................................3 About Deliverables.....................................5 Whom should I contact about technical difficulties?................2 Reusable Attribute Lists ................................................. 203 7.................. 180 6....................................... 180 6.....................................4 How do I enter business terms and conditions for my RFxs and auctions? . 196 7..........................7 What are reusable price elements and how do I create them? ..............9.................1............................. 204 7......................4 What is the Awarded Quotes report? .......................................... 197 7........9 About Contract Templates ..........................6 Why are some RFQs and auctions associated with a sourcing event? ...........3...........................1 Accessibility of Code Examples in Documentation ........................1.................1...............................................................................1.........................................1............. 180 6.............................2 Glossary.............8 Can suppliers communicate with each other while a negotiation is in process? ......9.....2 About Variables .9..................1 About the Contract Terms Library...................... 203 7......... Appendix ..... 195 7.....3 Documentation Accessibility ............................. 207 Variable Identification ............ 206 7.........1 What are header attributes and how do I use them?................................................ 208 Page 8/209 .................................9. links...........................................................................................1......................1 How do I create an attribute list? ................................................... 205 7......... buttons....1 What are the Awards by Supplier report? ................................... 197 7..........2 Accessibility of Links to External Web Sites in Documentation................. 196 7......... 200 7.......... 198 7...............3.................. 198 7..............2 What is the Savings by Item report? .......... 205 Non-Standard Clauses...................................................................... 202 7......................3..............................................................................................

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

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

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

2 “Glossary”) Terms and Conditions enforcement (See Section 5.1 Frequently Asked Questions: Oracle Sourcing 1.1. enabling them to efficiently obtain the best possible prices for goods and services. “How do I create and edit negotiation templates?”) and Copy features (See Section 2. Common Functionality All sourcing document types have the following common functionality to simplify the negotiation creation process: Reusable Attribute Lists (See Appendix 7. can bypass intermediaries and establish relationships that might not have been possible using more traditional methods of buying and selling.1.2.2 Getting Started with Oracle Sourcing 1.4 “How do I create and edit a reusable invitation list”) Sourcing Template (See Section 2.Oracle Sourcing Help 1.16 “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. Buyers use real-time interaction to obtain information on suppliers' products and services.6 “How do I copy a sourcing document”) Multiple Currency support (See Section 2. The four different types of sourcing documents available . requests for information (RFIs). quantity. and item-specific attributes. Buyers can use the information obtained to subsequently conduct an RFQ or buyer's auction.4.1 What is Oracle Sourcing? Oracle Sourcing offers flexible negotiation capabilities to buyers and sellers.2.2.7 “Can I accept responses in multiple currencies”) Multiple Language support Notes and Attachments (See Chapter 6. and buyer's auctions.3.2.2. Page 12/209 . and then use that information to create negotiations that drive prices based not only on price.1.requests for quotations (RFQs).1. Prices are established based on actual supply and demand at the time the negotiation is transacted.1.1 “How do I create an attribute list?”) Reusable Invitation Lists (See Section 2. Buyers and sellers. but on lead times. who might never meet face-to-face.1.1.

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

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 .

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

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

Manual Extend/Early Close (See Sections 2.10) Price Elements Attribute Based Bidding (See Section (See Section 5.4.1.15) Buyers can manually extend an RFI or close an RFI earlier than the scheduled close date. Decrement/Increment (See Section 2. item information.1.15) scheduled close Minimum Bid date.1.1. or any other users in your organization.2.4. Multiple If allowed by bidders may multiple bids. The details of the document such as the controls. Bids buyer. Multiple Quotes The RFQ business process allows suppliers to submit a single quote per round.3.1.1.4.3 What time saving functions are available to me when creating negotiations? There are many ways you can streamline the creation of sourcing documents: Copying an existing document You can copy documents that you.4.11/2. have previously created.1.8) Section 5.1.3. terms and conditions.1.8) RFIs use item attributes to solicit item information from suppliers.7) 1. Page 17/209 .1.1.11) Price Breaks (See Section Price Breaks (See Section 2.8) Price Elements (See Manual Section 5.8) Extend/Early Close (See AutoExtend (See Section Section 2.11) Buyers can Manual Extend (See manually extend Section 2. submit Other Proxy Bidding (See Attribute Based Section 5. Convert to negotiation document (See Section 2.8) 5.Oracle Sourcing Help Attribute Based Bidding (See Section 5.1.1.11) 2.4.2) Information obtained during the RFI can be used to create a new negotiation document.10) Bidding (See Power Bidding (See Section 5.11) an RFQ or close an RFQ earlier Early Close (See Section than the 2.4.7) 2. and invitation list are copied into a new document which you can edit if necessary.1.

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

6 What is attribute based negotiation and how can I use it? Attribute based negotiations enable buyers to define multiple item-specific characteristics. these attributes can be either required.2.2. When creating an RFI. and delivery.2. From this page you can access and edit any of your draft negotiations.5 Are reusable invitation lists and reusable attribute lists shared across all three negotiation types? Yes.Oracle Sourcing Help 1. The document is released when Page 19/209 . optional. quantity.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.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. in essence "answering" the buyer's question. Depending on the setting chosen during the negotiation creation. Suppliers reply to the item attribute.2. ensuring that only one user can work on a draft at any time. buyers define attributes for negotiation items. From this page.1.2.1.7 I just saved a negotiation as a draft document.1. you can click "Continue editing your draft. you see the Confirmation page. 1. 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. How do I continue working on it? You can continue working on a document saved as a draft by After clicking Save Draft. that allow bidders/suppliers not only to respond to the price. but also to other features salient to each item. The buyer then uses the suppliers' responses to qualify the group of suppliers and to determine the best set of suppliers with which to later conduct a negotiation. You are granted exclusive control until you release it. 1. these lists are shared across all document types and can be accessed by the buyer as required. 1.1. or display only. you can click "Manage Draft Negotiations" to access the Manage Draft Negotiations page." Alternatively. called item attributes. Item attributes and their responses comprise the heart of the RFI process.1. These attributes represent important aspects of the item for which the buyers need information from their suppliers. 1.

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

Scores are numbers between zero and 100 and are assigned to each possible attribute value or range of values. the system calculates a weighted score for each attribute response and a Total Score for the item. the more important the attribute to the item.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. Each weight assigned to an item attribute is a number between one and 100 that represents the importance of that attribute compared to other item attributes. the requisitions become available again to AutoCreate in Oracle Purchasing.Oracle Sourcing Help RFQs/auctions in Oracle Sourcing Real time bidding.13 What happens if I cancel a negotiation having backing requisitions in Oracle Purchasing? As soon as you cancel a negotiation with backing requisitions.2. 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.2. The higher the score. or need-by date. breaks. The old Sourcing negotiation number remains on the requisition line until a buyer creates a new negotiation using the requisition. As responses are received.1. Weights and scores can be assigned to the custom attributes. 1. The goal of scoring is to motivate a respondent to respond with quotes/bids most closely matching the desired attribute values. the more desirable the attribute value or range of values. It then ranks the scores for the same item from different respondents based on a Price to Total Score ratio. The higher the weight. monitoring analysis and RFQs/auctions in Oracle Purchasing Integrated with the item master RFQs can be created by copying from blanket agreements Online Quoting/Bidding possible Spreadsheet Quoting/Bidding possible Suppliers can quote using EDI Buyers and suppliers can negotiate on Buyers and suppliers can create price price elements. Scores represent the desirability of that attribute value or range of values compared to other values.1. 1. Custom attributes having weights and scores are called weighted attributes and require a response. Page 21/209 . quantity. New buyers can then manage the requisitions as needed.

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. reflected in the Price to Total Score ratio. The buyer can still award the item regardless of the ratio. however. the system will automatically convert the responses to the negotiation currency. you can invite these users Page 22/209 . the buyer can still award the negotiation to any supplier regardless of the Price to Total Score ratio values.17 Can I accept multiple currencies in my negotiation? Yes. the negotiation currency defaults to the functional currency defined for your operating unit. In both price-only and Multi-Attribute Weighted Scoring negotiation. but it offers the lowest price per point of score.2. item attributes can be scored and weighted. The winning response is decided based on the buyer's definitions of the relative importance of item attributes.16 What is the difference between Price-Only and Multi-Attribute Weighted Scoring RFQs/auctions? In a price-only negotiation. In a Multi-Attribute Weighted Scoring negotiation. 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. the system ranks the supplier only on the basis of price.1. However. it offers the best value for the money. The lowest ratio receives the highest rank. To lower the ratio for an item included in a bid. delivery dates and attributes of an item.Oracle Sourcing Help 1.1. you can allow bids or quotes in currencies other than the negotiation currency. they are allowed to respond in only one currency per response. 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. 1. quantity.1.2. 1. The lowest ratio among competing responses may not offer the lowest price.1. A buyer can view bids plotted on a Price to Total Score graph to assist in analysis of quotes/bids.2.2. Whenever you view the responses you have received. Though suppliers in a multi-currency negotiation can submit responses in several currencies. When you create a new negotiation. suppliers can quote/bid on price.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. In other words.

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

Event Recipient Purpose To inform them that the negotiation is open for previewing or bidding To invite them to acknowledge intent. 1. a buyer with the appropriate authorization can add the company to your Supplier Master). Click Register.1. Invitations are automatically sent to each supplier. On the Register an External User page. 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. 1. enter the required information.20 What is the purpose of notifications? Who receives them and when? Notifications are used to communicate specific events to users. click "Register a Supplier User. From the Portal page. Search for and select the supplier company name by using the flashlight icon (if the supplier company information does not exist within the system. 3.19 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.2. 1. Select the applications to which the user will have access.Oracle Sourcing Help To register a user yourself: Anyone with the Sourcing Super User authorization. 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 ." 2.1.2. can directly register and approve users. You receive a confirmation that the new user has been registered. acknowledge intent.

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

Once you have completed this spreadsheet. you can download a spreadsheet which you can complete offline to specify your response information. then invitees do not receive a reminder. If the buyer starts another round of negotiation before the reminder time. 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. if they are added after the original reminder time.2. however.1. these new invitees receive reminders at the original time. 1.22 Do suppliers need to acknowledge their intent to participate before submitting responses? Suppliers are encouraged to acknowledge their participation intention after they receive the invitation email. Such acknowledgments are intended to enhance communication between buyers and suppliers and inform buyers of the potential participation. canceled or deleted before the reminder time. you can respond to negotiations created by your company's affiliates. If additional companies are added before the original reminder time. 1. 1. You cannot respond to any negotiation that your company owns.2. If the negotiation is closed. then invitees do not receive any reminder.1. However.2.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.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. they do not receive reminders. Bulk loading is also useful if you respond in similar negotiations that occur repeatedly.23 Can I respond to a negotiation created by someone in my company? No. they receive it at the original reminder time. Page 26/209 . the reminder is not sent. you can upload it to enter your responses into the system to. Otherwise. It is not mandatory to acknowledge your intent before submitting responses.1.

For a Note field.27 Can the system administrator require buyers to use a certain rank indicator? Yes." Select the indicator and specify whether users can override your selection. click the response number link to view the information on that response including the corresponding purchase order created for that response. Click the Administration tab.2. you can enter a maximum of 2000 characters.26 How many characters can be entered into the Item Description and the Note fields? For an Item Description field.2. Page 27/209 . which includes the purchase order numbers along with other information.25 Can I invite additional suppliers to an RFQ or auction I've already created? Yes. access the negotiation whose associated purchase orders you wish to see by entering the negotiation number into the Search Negotiations fields. On the Negotiations Summary page. On the Award Summary page. you can enter a maximum of 240 characters. Any user assigned the appropriate job function can add suppliers to an RFQ or auction any time before the close date and time.1. you can require a particular indicator be used for all negotiations.1. 1.Oracle Sourcing Help 1. 1. You can search for the purchase orders in Oracle Purchasing by entering the negotiation data. In Oracle Sourcing. the negotiation number.2.1. This displays all purchase orders for a particular negotiation.2. select Award Summary from the Action menu and click Go. You can also search Oracle Purchasing by entering the original requisition information. for example. and then click "Negotiations Configuration.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.1. 1. You can check your Notifications for the Purchase Order Creation Notification. As the system administrator.

2 Getting Started with RFQs RFQs support the full business process to solicit quotes from suppliers.2 “How do I monitor the negotiations I have created”).5. Reusable attribute lists (See Appendix 7. Steps in the RFQ process include: 1. Buyers initiate RFQs that may include multiple line items by publishing the RFQ and inviting suppliers. Price elements (See Section 2.4. RFQ Capabilities RFQ templates (See Section 2. 4. Reusable invitation lists (See Section 2.1.Oracle Sourcing Help 1.2. RFQs typically consist of multiple rounds with competition focused on whether supplier(s) can meet the specific requirements. 2.4 “How do I award business in an RFQ or auction”).2.2. Quote preparation and submission (See Section 5. Page 28/209 .3.3 “How do I respond to a negotiation”).1. Once the RFQ is completed. Suppliers cannot view competing quotes while the negotiation is in progress. RFQ is typically used for complex items or services such as made-to-order manufacturing items or construction projects.1.1. RFQs supports both blind and sealed RFQs. suppliers are immediately notified of the results via online notifications.1. The RFQ process usually lasts days or weeks through multiple rounds of negotiations. Buyers analyze the quotes and either award the RFQs or modify the RFQs and open them for another round of quoting.Buyers can monitor real-time quote activity and take appropriate action. The suppliers' responses to the RFQ allow the buyer to compare quotes and negotiate the best price and specifications for the good or service. RFQ monitoring (See Section 2.1.2. buyers can review quotes and award the RFQ or submit a modified RFQ for another round of quoting.3 “How do I create and edit negotiation templates”). Once suppliers have submitted an initial round of quotes. RFQs enable buyers to collect quotes from suppliers for complex and hard-to-define items or services.Suppliers view the RFQ details and submit their quotes online.4 “How do I create and edit a reusable invitation list”). RFQ modification or awarding (See Section 2. RFQ creation (See Section 2. 3.1 “How do I create an attribute list”).5 “How do I use price elements”).1 “How do I create a new negotiation”).

Graphic RFQ monitor (See Appendix 7. (5.1.4. Multiple RFQ styles: blind or sealed (See Section 6.2 “Glossary”).7 “What are price breaks.5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”). Capture Total Cost (See Appendix 7.8 “How do I use item attributes and price elements when responding to a negotiation”).4. Terms and Conditions enforcement (See Section 5.11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2. or auction”).4.16 “How do I cancel a negotiation”)and Disqualifying quotes (2.3.6 “Why are some RFQs and auctions associated with a sourcing event”). and how do I use them”). (See Section 2.4.Oracle Sourcing Help Price breaks (See Section 2.1. Real-time status updates Notes and attachments (See Section 6.15 “How do I close a negotiation before its scheduled close date and time”).7 “What are reusable price elements and how do I create them”).16 “Why would a negotiation have special terms and conditions”) Quoting online (See Section 5.4. RFQ.2 “Glossary”).9 “How do I disqualify responses I receive for an RFI.4.1.1. Page 29/209 . Manual extend (See Section 2.5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Purchase order generation Attribute based quoting (See Section 5.1.5. Quote comparison (See Section 2.4 “How do I award business in an RFQ or auction”).14 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”). Sourcing Events (See Appendix 7.1. Monitoring quote activity in real-time (See Section 2.2 “How do I monitor the negotiations I have created”). Multi-round quoting (See Section 2.5. Canceling RFQs (See Section 2. Online or offline awarding capability (spreadsheet awarding).14 “How do I initiate a new round of responding”).6 “How do I submit a response online”) and offline (spreadsheet quoting).13 “How do I download a spreadsheet and respond offline”). Integration with Oracle Purchasing (See Section 2.

In a Multi-Attribute Weighted Scoring RFQ. 1. 1.2. You can prepare your list of RFQ items offline and upload the completed spreadsheet.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. 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. Page 30/209 . Quote Currencies Additional currencies in which quotes will be accepted. 1. You can contact the buyer who created the RFQ and ask to have your quote disqualified.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. Suppliers can choose the Quote currency in which they will place their quotes.3. but quote disqualification is at the discretion of the buyer.2.2.3.3.3 Can I cancel or retract my quote? No. Quotes are converted to the RFQ currency for quote review. The Unseal Date is the date when the buyer unseals the unlocked RFQ allowing the suppliers to view the quotes as well.3 Frequently Asked Questions: RFQs 1. you can upload items using a spreadsheet. 1. It is the RFQ buyer's reference and review currency.2.Oracle Sourcing Help 1.2 Can I submit multiple quotes per round? If allowed by the quote controls.3. ensuring the integrity of the submitted RFQ items. you can submit multiple quotes within the same round. The system validates the data. This allows you to create your multi-line RFQ quickly. but you must enter the weights and scores for an item's scored attributes online.2.1 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.2.3.

3.2.3.10 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. the Promise Date is required only if the RFQ uses multi-attribute weighted scoring and Promise Date is one of the scored attributes. you can enter the address in the Additional Contact Email field during negotiation creation. 1.3. the most efficient way for a supplier to quote is to use a spreadsheet to download the contents of the RFQ and prepare the quotes offline. the Promise Date is optional. spreadsheet items are validated to ensure the integrity of the submitted quote. Promise Date is an required field. 1. Suppliers complete the quoting process by uploading the spread sheet back to the system. Downloading the RFQ contents allows suppliers to quickly respond.2.3.2. When Promise Date is an optional response. In an RFQ whose outcome is a blanket purchase agreement.11 Can I invite additional suppliers to subsequent rounds of an RFQ? Yes. When creating additional rounds for an RFQ.3.9 Is an RFQ always blind or sealed and why? An RFQ is always either blind or sealed.Oracle Sourcing Help 1. During the upload. you can enter a Promise Date to differentiate your response from other competing responses. 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.2. See How do I invite suppliers to my RFQ or auction? for details on identifying contacts. Page 31/209 . 1.2.3.7 How can I view the quote values for all the price elements of an RFQ item? You can view the quote values for an item's price elements from the Negotiations Summary page.6 What is the most efficient way to quote on many line items in an RFQ? If an RFQ consists of many line items.8 What is the Promise Date.2. 1. You can invite suppliers by selecting them from the supplier master list. An automatic invitation will be sent to each invited supplier. and why would I enter one? In an RFQ whose outcome is a standard purchase order. This is one of the feature of RFQs and mirrors the general off-line behavior of this negotiation model. In all other cases. 1. completing multiple item attributes.

1.Oracle Sourcing Help 1.15 How do I start another round of quoting in an RFQ? Once an RFQ has been closed. select Close Early from the Action menu to close the RFQ.3.2. you cannot see either the name of the respondent or the details of the bid until you unlock the RFQ. 1. 1. Once the buyer has unlocked and unsealed the quotes. 3.3. none of the details are available for viewing by any suppliers.2.12 In a sealed RFQ.13 Why can't I see the graphical monitor in a sealed RFQ? While an RFQ is sealed. you can see how many quotes are being placed. On the Start New Round page. can I see who is bidding? In a sealed RFQ. 2. you can start another round of quoting. On the Negotiations Summary page.2. however.14 Can I close my RFQ earlier than the original close time? If you select the Early Close option when specifying quote controls. you can use the Graphical Monitor to view quotes.3. 1. you can manually close your RFQ earlier than the original close date/time. 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 .2.3. Select Start New Round from the Action Menu. Use the negotiation number in the Search Negotiations fields on the Negotiations Home page to access the negotiation.

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

1.4. and how do I use them”). bidders can view competitive bids during the auction.1.2 “Glossary”). The buyer analyzes the bids and awards the auction based on the price.1.2.4 “How do I create and edit a reusable invitation list”).4 “How do I award business in an RFQ or auction”).1 “How do I create an attribute list”). Price breaks (See Section 2. bid attribute value(s).1. If permitted by the auction rules. blind or sealed (See Section 6.11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2.5 “How do I use price elements”). Once the auction is completed.5.3.10 “What is proxy bidding and how does it work”).4. Sourcing Events (See Appendix 7.1.11 “What are response controls”).1. 3.1.3. bidders are immediately notified of the auction results via online notifications. Monitoring the bid responses (See Section 2.1. Proxy bidding (See Section 5.2 “How do I monitor the negotiations I have created”). Reusable attribute lists (See Appendix 7. 4. Power bidding (See Section 5. Autoextend feature (See Section 2. Attribute based bidding (See Section 5.3 “How do I create and edit negotiation templates”).1.11 “What are response controls”). Multiple Auction styles: open. Manual extend (See Section 2.The buyer and all other participants can monitor the real-time activity during the auction and take action as necessary. Capture Total Cost (See Appendix 7.7 “What are reusable price elements and how do I create them”).6 “Why are some RFQs and auctions associated with a sourcing event”).Oracle Sourcing Help auction items and submitting bids online.15 “How do I close a negotiation before its scheduled close date and time”). Price elements (See Section 2.2.8 “How do I use item attributes and price elements when responding to a negotiation”). Auction features include: Auction templates (See Section 2. Page 34/209 . bid quantity.1. Evaluating and awarding bids (See Section 2.2. Minimum Bid Decrement/Increment (See Section 2.12 “What is power bid”).1.4. Reusable invitation lists (See Section 2.7 “What are price breaks.

Purchase order generation Real-time status updates Bidding online (See Section 5.2 “Glossary”). (5. Integration with Oracle Purchasing (See Section 2. RFQ.9 “How do I disqualify responses I receive for an RFI.13 “How do I download a spreadsheet and respond offline”). Online or offline awarding capability (spreadsheet awarding). Page 35/209 .4.1.1. Graphic Auction Monitor (See Appendix 7.Oracle Sourcing Help Canceling auctions (See Section 2.5. (See Section 2.2 “How do I monitor the negotiations I have created”).5.5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Notes and attachments (See Section 6.6 “How do I submit a response online”) and offline (spreadsheet bidding). or auction”).4.4 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”).16 “How do I cancel a negotiation”) and Disqualifying bid (2.1.5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”).4.4 “How do I award business in an RFQ or auction”). Monitoring bid activity (See Section 2.1. Bid comparison (See Section 2.

1. Buyers are not required to designate a target price for every item.5. The start price is the maximum price in a RFQ or auction at which bidding (or quoting) for one unit of the the item will start.5. 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. and 3. 1. 1. The auction to which they are responding is not owned by their company 2. but only the buyer can see the identity of the bidder. The bid controls for this auction allow multiple bids per round .5.2. Page 36/209 .5. buttons.6 Can two people from the same company bid on the same auction? Yes.2. The buyer can also choose to display the target price to the bidders for reference. links. 1.4 “Why can't I access some pages. someone else at your company can award an auction created by you. You can elect to display the target price to participants. The buyer can see the bids once the auction is unlocked. 1.2.1 What are the different auction styles? The buyer can choose from three types of auctions: Open: everyone can see the bid content.2.2 What is the difference between Quote/Bid start price and target price? When creating a new RFQ or auction.5 Can someone in my company award an auction that I create? If granted the appropriate authorization.5. or task bar options”).3 Why isn't there a target price for every item? Target price is an optional value. Blind: Only the buyer can see the bid content Sealed: Neither the buyer nor the suppliers can see the bid content until the auction closes.5 Frequently Asked Questions: Auctions 1.2. 1. Note: Two people from the same cannot quote in the same RFQ.4 What is the target price used for? The target price is mainly used for internal performance analysis for the buyer. The target price is the price you hope to pay for one unit of an item. They have the appropriate function security (See Section 6.Oracle Sourcing Help 1.2. Everyone can see the bid content once the auction is unsealed. All registered users in a company can bid on the same auction.5.2. provided that: 1.

5. RFQ. 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). and your RFQ/auction appears in that supplier's "Open Invitations" list of invitations.13 “How do I invite suppliers to participate in my negotiation”) to participate. that supplier receives an e-mail notification about your RFQ/auction. 1.Oracle Sourcing Help 1. Page 37/209 .2. 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. can they view each other's bid details? Depending on the auction style. you might want to send invitations to increase specific suppliers' awareness of your RFQ/auction and encourage participation. After you initiate a new round of responding.1.2.9 How do I initiate a new round of quoting or bidding? After your RFI.2.5.5.7 When two respondents from the same company place bids. none of the previous responses submitted are available for awarding.1. However. why would I invite suppliers to participate? For a public RFQ/auction. or auction has closed. you are not required to send invitations to any suppliers.8 If my RFQ/auction is open to all suppliers.

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

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

You can remove any supplier from the invitation list for the new round. 7. RFQ. o Response Controls Modify other Response Controls as necessary. 1. If there are no approvers defined for this document. You can also choose to open the negotiation immediately. o Possible Date Modifications *Open Date Date and time you want the new round of responding to begin.5. You can also choose to open the negotiation for preview immediately.Oracle Sourcing Help 5. RFQs or auctions opening in the future. they are automatically added to the invitation list for the new round. Click Controls to modify negotiation control information. any uninvited suppliers who responded in the previous round are also automatically added to the invitation list for the new round. you can enter the date and time (prior to the open date and time) the negotiation is available for previewing by all eligible participants. 6. Click Suppliers to modify your invitation list. or auction closes. Click Review. o Possible Invitation List Changes If you invited suppliers in the previous round. Page 40/209 . You can also add new suppliers.2. Additionally. Review your updated negotiation information. If there are approvers defined for this document. Note that you have to specify a new closing date. *Close Date The new date and time the RFI. Preview Date For RFIs. click Submit for Approval.10 Why is the "Can bidders see other bidders notes and attachments?" bid control not available for blind auctions? Blind auctions by definition do not allow bidders to view other suppliers' bids. Award Date (RFQs and auctions only) You can choose to enter a new award date/time if this differs from the timing in the previous round of negotiation. click Publish.

When the bid control "No .5.11 Can a bidder retract a bid? If a bidder has submitted. You can also specify if the autoextend is for the entire auction or particular line items. Bidders cannot respond to display only attributes so there is no value for comparison. however. 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. 1.5.2.Oracle Sourcing Help 1. a company can place one bid in each round when being invited to that round Page 41/209 . 1. The response is at the company level. You can specify whether the auction is extended from the original close time or from the time when the winning bid has been received. is up to the discretion of the buyer. You can also define the total number of auto extensions and the extension period. When the buyer hides scores/weights. Manual Extend allows you to manually extend your auction close date/time before the auction closes.2. 1.14 How can I extend an auction beyond the close date/time? You have two ways of closing an auction before its originally specified time by selecting either the Manual Extend and/or AutoExtend bid controls when creating the auction. best bid" is selected for a multi-round auction.5. no other user at the same company can bid.5. that is. the bidder can contact the buyer and ask to have the bid disqualified.2.5. once one user at a company responds. For example.2. the bidder can only view the resulting Price to Total Score for a bid.16 What is a Single Best Bid? A Single Best Bid is a response to an auction that allows only one bid per company.5.A bidder must submit a single.15 How do two bids with the same score get ranked if the prices are the same? The earliest bid gets a higher rank.2.13 Why are display-only attributes not visible in the Bid Compare page? Display only attributes are used to convey information to bidders. AutoExtend extends the duration automatically if new bids are received in the closing minutes of the auction. 1. Bidder B receives the higher rank because the proxy bid was created by the system after Bidder B's bid.2. Bid disqualification. if Bidder B bids triggering a proxy bid for Bidder A and the resulting bid results in the same Price to Total Score ration.

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

Supplier A's proxy is triggered to place a new bid of USD 84. Supplier A's proxy will only be triggered again if there is a bid with a price lower then USD 84. Page 43/209 .5.00.19 Can a bidder see the names of the other bidders? Bidders cannot see other bidders' identities. he cannot modify any attribute responses to try to improve his score.5.Oracle Sourcing Help 1.00 with a score of 100 for the same item.2.00. Supplier B's bid is the winning bid even though the bid price is higher. Therefore.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. And since Supplier A's proxy minimum (75. not just the bid price. For example. Supplier identities are never revealed to other bidders. Supplier A places a bid of USD 95. Now Supplier B's bid (92/100) is better than Supplier A's bid (84/90). Supplier A's proxy is not triggered. Supplier B then bids USD 94. a bid can be beaten based on the Price to Total Score ratio without triggering a new proxy bid. but since Supplier B's bid price is still higher than Supplier A's bid price. Supplier B then places another bid of USD 92.00 with a score of 90 for the item. To avoid these situations. This bid (84/90) is now the winning bid.00 and a proxy minimum of USD 75. Since Supplier B's bid price is less than Supplier A's bid price. you may need to closely monitor Multi-Attribute Weighted Scoring auctions which also use proxy bidding. This bid (94/100) is better than Supplier A's bid (95/90).00. However. 1.00) has not yet been reached. a proxy bid decrement of USD10. since proxy bids are generated based only on the price of the competing bid.2.00. You may need to cancel the proxy bidding process to redefine attribute information to improve your price to total score ration.

the information contained in the RFI can be copied into an RFQ or buyer's auction. RFQs.4. 2.1.9 “How do I add lines to a negotiation”). Help for Sourcing Buyers 2.1.1. 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.7 “What are contract terms and conditions. Page 44/209 .1 How do I create a new negotiation? Use the instructions on this page to create Sourcing negotiations (RFIs.6 “What information must I provide to create my negotiation header”).1.1. RFIs are used more for gathering information on goods and service provided by a supplier than to lock in particular price information.Oracle Sourcing Help 2.1 Creating Negotiations 2.1. Define Your Response Controls (See Section 2.1. RFQ. or auction. There are four main steps to creating a new negotiation: o o o o Create Your Negotiation Header (See section 2. Enter Negotiation Lines (See Section 2.2 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. o If you have previously created an RFI. and buyer's auctions).1.1.1. and how do I use them in my negotiation”) Invite Your Suppliers (See Section 2.1. At the conclusion of the RFI cycle. RFQs. This allows you to return to the creation process at a later time or have multiple people working on the same negotiation.1 Creating RFIs.13 “How do I invite suppliers to participate in my negotiation”).11 “What are response controls”) Enter Your Terms and Conditions (If Oracle Procurement Contracts is bought and licensed) (See Section 2.1.1. RFIs can be taken to multiple rounds until the buyer has enough information to identify supplier(s) with which to deal. you can save time by copying an existing RFI/RFQ/Auction.1. Therefore. and Buyer's Auctions 2. You can also create new negotiations quickly by applying a negotiation template. You can create a negotiation and save it as a draft before submitting it.

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

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

4 How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents? If your Oracle Sourcing system is integrated with Oracle Purchasing. The backing requisition information is carried over from Oracle Purchasing and used throughout the creation process. The table below shows some of the operations available Sourcing Buyers and Sourcing Suppliers by using Quick Links. you can use requisition information in Oracle Purchasing to create a draft sourcing document that you can then access and edit. AutoCreate uses the requisition information to create a Buyer's Auction or Sourcing RFQ. one-step access to your most commonly performed Oracle Sourcing tasks. 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. Simply clicking the link takes you to the page where you initiate the operation. you can search for requisitions according to different attributes such as item or category and include them in a single document. Once you have identified the requisitions in which you are interested. When using AutoCreate.1.1. The links are organized by task and negotiation type so you can find the link for the task you wish to perform. You can use this number to access the document in Oracle Sourcing and to Page 47/209 .1.1. 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.Oracle Sourcing Help 2. The AutoCreated document is assigned a document number.3 How do I use Quick Links? The Quick Links section of the Negotiations Home page provides easy.

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

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

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

to which this negotiation applies. for example in the Payment Terms field. Note that if you have entered information on this page.Oracle Sourcing Help Accessing the draft document If your Oracle Purchasing application is set up to allow it. Page 51/209 . this value cannot be changed. The organization you select here determines the values for many later attributes (such as the negotiation currency and shipping addresses). Note the following about negotiations created by AutoCreate: Any backing requisition information is not updateable in Oracle Sourcing. Style Event Security Level You can select a security level to restrict access to the sourcing document. you can use the "Manage" link under the Drafts area of Quick Links on the Negotiations Home page to access the draft negotiation. To create your negotiation header: Complete the following fields (*indicates a required field): *Title The name by which this RFI. 2. your first step is to create your negotiation header. If this negotiation document was originally created in Oracle Purchasing. RFQ. continue editing it using the instructions in How do I create a new negotiation? beginning with Step 2: Enter Item Terms. Otherwise. You must specify a title for your negotiation and once defined. such as a division or department.1.1.6 What information must I provide to create my negotiation header? When you create a new negotiation. Buyer The creator of the negotiation. the page refreshes and you will lose the information you entered. Once you have accessed the draft negotiation. Organization The operating unit. and you change the Organization. or auction will be known. The backing requisition information is viewable during the creation/editing process. the backing requisition information is carried forward and this field cannot be updated. the title cannot be changed. This header contains negotiation level information related to the entire negotiation. you can be transferred directly from AutoCreate to Step 1 in the negotiation creation process in Oracle Sourcing. Once you proceed to the next step.

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

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

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

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

Define the exchange rate by entering the number of response currency units that equal one unit of the negotiation currency. select the exchange rate type. 2. Select the response currency. You can use predefined exchange rates (Corporate Exchange Rate) or specify your own exchange rates (User Specified Rate). you can choose to restrict specific suppliers to particular response currencies. select a response currency for each supplier.1. 2. Select the appropriate type for your negotiation. 3. To restrict a supplier to a particular currency: 1.Oracle Sourcing Help 2. Otherwise click Add Another Row and continue defining currencies and exchange rates. Specify the price precision for the currency.1. You assign currencies to specific suppliers when you invite the suppliers to your negotiation. On the Header: Manage Response Currencies page.8 How do I restrict a supplier to a particular currency? If you allow multiple response currencies for your negotiation. 2. To use predefined exchange rates: 1. 6.09 meaning . The description field explains the code. the system will round when converting responses into the negotiation currency. If the precision for the response currency is greater than the precision for the negotiation currency.09 kroner to one dollar. Enter the date for which you wish to use this set of exchange rates. continue creating your negotiation. After you have selected your suppliers in Step 5. For example. click Apply. Select the checkbox to display the exchange rates if you want to allow respondents to see your response currency exchange rates. Select the response currency you will accept. 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 . 4. The system may contain several different exchange rate types. Page 56/209 . 3. The page redisplays. 5. The system's response currency codes are available from the drop down menu. When you have finished defining currency information. To define your own exchange rates 1. Select the User Specified Rate type. If you are finished defining alternate currencies.

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

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

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

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

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

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

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

and then click Go. 2. 5.1. make sure you select a general services. Preview Date Use the pop-up calendar to specify a date/time after which the negotiation information can be accessed by potential suppliers. click the "Controls" link to access the Create Controls page for that negotiation. no further responses may be accepted. you set response controls to determine the negotiation length. responding frequency. 2. On the Lines: Create Line page. They can view the negotiation's details but cannot place responses. the negotiation can be closed prior to the defined close date. Page 64/209 . When you extend a negotiation you specify the new close date. RFQ. You can edit the value to change the time if needed. the time limit for the negotiation can be extended past the original close date. the default time value the system uses is the time when you entered a value in the field.Oracle Sourcing Help To define a general services fixed-price line 1. Once closed. If the sourcing document you are working on was AutoCreated using requisitions in Oracle Purchasing. Finally. Continue defining your negotiation . 6. Complete the following fields as appropriate for the negotiation type. Create attributes as needed to solicit additional information for this line. open and closing times and many other variables. If you allow the control manual extend.1. 3.11 What are response controls? When you create a new RFI. participants. and added line(s). Provide the line with a description and select a Category value. fixed-price line type. add notes or attachments to the supplier. Note that for fields where you enter a date and time. You must have created your negotiation header before you can create negotiation controls. or Buyer's Auction. 4. After you have entered the negotiation header. *Close Date Use the pop-up calendar to select the date/time when the negotiation will be closed. If you allow the control manual close/close early. Follow steps 1 and 2 above. *Open Date Use the pop-up calendar to select the date/time after which all eligible suppliers are allowed to participate in the negotiation or choose to open the negotiation immediately.

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

you can specify that they must submit rebids that are better than their current bid price by a specific minimum amount. if you enable an AutoExtend of 30 minutes. the negotiation cannot be closed until the close date and time specified above.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. "10.Oracle Sourcing Help If you have allowed suppliers to submit multiple bids. with AutoExtend set to start at the current scheduled auction close time. For example: Auction #1234. Otherwise. bid decrement = 20% Bidder B's original bid = $1. For example. you enter a new close date and time." Note: A bid decrement amount will always be applied to a supplier's current bid price. and a new winning bid is received in the final Page 66/209 . but will be applied to the supplier's current bid price. rebids must decrease by a minimum amount.000 Bidder B's second bid = $800 Bidder B's third bid = $600 Bidder B would not be allowed to submit a fourth bid of $480 (this is less than the minimum bid decrement of 20%) Allow manual close before the Close Date You can choose to allow the negotiation to be closed before the close date. the decrement percentage will be calculated based on a supplier's original bid price. Use numbers. Allow manual extend when the negotiation is open You can choose to allow a negotiation to be extended. for example. You can enter either a straight amount or a percentage by which bids must improve. When a negotiation is extended. 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. That is. If you specify your bid decrement amount as a percentage. bid decrement = $100 Bidder A's original bid = $1.

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

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

you can choose to also send certain bidders notifications of a particular auction to encourage their participation. line(s).13 How do I invite suppliers to participate in my negotiation? Participation in RFQs Participation in RFQs is by invitation only by default. Different sites for the same supplier can each submit a response. You can use the same list for all negotiations. or if you frequently invite a certain group of bidders. 2. you can choose to open your RFQ to all suppliers. 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. You can restrict your auction to bidders you specifically invite by selecting the appropriate control on the negotiation Controls page.Oracle Sourcing Help 2. If you do. Even though the auction is already open to them. Page 69/209 . business terms and conditions. However. Participation in Auctions Unless you specified differently on the negotiation Controls page. and any response controls. select the specific site you wish to invite to the negotiation.1. and you must invite at least one supplier. Search for and select the Invitation List you want to apply.1. 3. you do not have to explicitly invite any suppliers. you can apply a predefined invitation list that identifies these bidders. From the search results. To invite specific suppliers see Inviting Suppliers below. you can create a participants list on the Create Negotiation: Suppliers page: 1. You can select the bidders you wish to notify from a list of suppliers. auctions are open to all bidders by default. If there are multiple supplier sites (Supplier Site is another term for Address Name). Inviting suppliers After entering your negotiations description. You return to the previous page. select the suppliers you wish to invite and click Invite. Click Add Invitation List to apply a predefined list of suppliers. Bidders will see your auction when they search using the Active Auctions page.

2.. if no preview date/time was specified) and before the close date/time. 12345. Your invitees will receive email notifications inviting them to participate once the negotiation is successfully submitted. On the Create Amendment: Lines page. Page 70/209 . additions. select which contact you wish to notify about this negotiation from the Contact menu. To create an amendment to a sourcing document: 1. 4.14 How do I create an amendment to a negotiation? After publishing a negotiation. Respondents are notified that the sourcing document has been amended and are required to review their previous response and resubmit it in accordance with the amendment. use the active negotiation's negotiation summary page. Note: You can also invite additional suppliers while the negotiation is in progress. 3. On the Create Amendment Header page. If the contact is unregistered. you must enter a new Description for the amendment and make any other header level attribute changes you need. and there are clauses and deliverables defined to this negotiation. This update is called an amendment. Change the negotiation rules on the Create Amendment: Controls page if necessary.1. 1. The supplier user receives an email notification with the negotiation invitation and a link to access the user registration page. 6. Additionally. you can enter it in the Additional Contact Email field. 5. select Create Amendment from the Actions menu. The system sends notifications to the invited suppliers providing them details of the negotiation. these can be changed on the Create Amendment: Contract Terms page. if you know the e-mail addresses of any other contacts at the company (including possibly a distribution list).Oracle Sourcing Help If there are multiple contacts for each site. You cannot add or delete suppliers on the Create Amendment Suppliers page during an amendment. You go to the Create Header page. Once the registration request has been approved. or updates to line information if necessary.. This suffix is incremented every time you create a new amendment for this document. On the negotiations summary page. If Oracle Procurement Contracts is implemented. deletions.. To invite new suppliers. the user can participate in negotiations. Notice that the negotiation number has now been given a suffix.1. Amendments can be created anytime after the preview date/time (or open date/time. for example. a notification is sent to invite the contact to register and participate in the negotiation. the buyer can update information defined in the document if necessary. 2. enter any line changes.

Search for and select the template you want to apply. 2.2. When creating a negotiation. no new responses can be received on the previous negotiation. You can review the new changes compared to the current active negotiation by clicking Review. you can submit the amendment for approval by clicking Submit for Approval on the review page. 2.1. Page 71/209 . On the Create: Header page. These attributes may either require a response or no require a response from the supplier.2 Templates. See How do I create and edit negotiation templates? for instructions on creating negotiation templates. or delete any of the negotiation information provided by the template by proceeding through the steps of creating a negotiation.2. 3.1 How do I use negotiation templates? You can use a document template of a specific type (RFI. Draft amendments are available on the Negotiations Home page if you click Drafts in the Manage Quick Links section. You can save the amendment as a draft at anytime during the creation process if you click Save Draft. the Submit button changes to Publish. Line attributes can then also be weighted to indicate the relative importance of a single attribute among the other weighted attributes. click Apply Template. Once you click Publish. select the template and click Apply to create a new negotiation with this template. the buyer can score attribute values to indicate the relative preferability of different responses.1. but also to other features and performance characteristics of each line. 4. On the results display. 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.Oracle Sourcing Help 7. and how do I use them? Line attributes enable a buyer to define multiple line-specific attributes. allowing respondents not only to respond to the price.1. and delivery.2 What are line attributes and attribute lists. quality. edit. Spreadsheets and Lists 2. You can add to. Once approved (or if approval is not required). 8. The buyer can define unique line attributes. or auction) to create a new document of the same type. All suppliers will be required to acknowledge the amendment and resubmit their responses to be eligible for award. Click the appropriate link under the Create area of Quick Links on the Negotiations Home page. To use a sourcing document template: 1. RFQ. 2.

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

On the Reusable Invitation Lists page. Inactive templates will be stored in the system. The same list can be used for all types of sourcing document types (RFI. You can add an invitation list(s) when creating a new Sourcing document. An invitation list can help standardize your business practices by ensuring that all appropriate participants are invited to targeted negotiations.Oracle Sourcing Help want to change your template's status to Inactive. you must complete and submit your template. but cannot be used to create a new offer until you change the status to Active. On the Create Invitation List page. and use your private lists. edit and manage public invitation lists as well as their own private lists. To create a new invitation list: 1. only you can use your private lists. click Submit on the Review and Submit page. Only you can create. o Status Invitation lists are initially created as active. you can also attach an invitation list(s) to a Sourcing document template.2. RFQ." 3. and auction). Your new list will default to private. 4.4 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. edit. complete the following fields (*indicates a required field): o o o *List Name *Description *Access Invitation lists can be public or private. Sourcing Super Users or users with the Manage Invitation Lists authorization can create. you can add these participants to a reusable invitation list. Once you have defined your template. Page 73/209 . All users in your company with the correct authorizations can view and use public lists. 2. An inactive list will be stored on the system. but will not be available for use until reactivated. then edit your template and select a new status from the drop-down menu at the Status field. To inactivate a list. Click "Invitation" under the Reusable Lists area of Quick Lists on the Negotiations Home page. edit the list and change the status to inactive. An active list can be used immediately.1. 2. Complete the remaining pages by filling out the fields as appropriate for the negotiation type. click "Create New Invitation List.

For a supplier with multiple sites. 2. You can also add or delete suppliers. and manage public invitation lists. 8. If the template and spreadsheet have conflicting category values. 6. 4. The value defined for the RFQ/Auction template. 2. the system uses the following hierarchy to determine which category value to use: 1.5 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 3.2. click Submit. On the Edit Invitation List page.2. Page 74/209 . When you are finished. Search for the list you wish to update. On the search results page. If you are have the Manage Invitation Lists job function. 2. If the supplier you selected has multiple sites defined in the system. 7. When you have finished adding suppliers. To edit an invitation list you have created: 1. 3. edit. 5. or 2.6 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." then search for suppliers to add to your invitation list. you can choose a specific supplier site to associate with this list (Supplier Site is another term for Address Name). you can edit public lists. click "Add Suppliers" again and follow the perceiving instructions. Click "Invitation" under the Reusable Lists area of Quick Lists on the Negotiations Home page. find your list. status. click Apply. 5.Oracle Sourcing Help Sourcing Super Users or users with the Manage Invitation Lists job function can create. Select the supplier(s) and click Add to Invitation List. including change the access and status. 4. you can add an entry for each site for that supplier if you choose. If you wish to add more suppliers to your list. any attributes/price elements defined for the template are added to any attributes/price elements you define via the spreadsheet. and access as appropriate.1.1. The value specified in the spreadsheet. update your list description. Click "Add Suppliers. then click Edit.

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

Oracle Sourcing Help

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

o

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

o

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

o

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

o

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

o

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

o

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

Oracle Sourcing Help

o

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

o

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

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

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

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Oracle Sourcing Help

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

Oracle Sourcing Help

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

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

and Response 2 would be designated as the best response even though the bid price for Response 2 is higher. the price to total score ratios for the following two possible responses are calculated as shown.62 Response 2: Attribute Quantity Need-by Date Color Response Value 1200 05/01/2002 Red Page 80/209 .31/12/2002 > 01/01/2003 Red Blue 60 100 100 80 50 100 75 Given these definitions.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.

53 2. Groups are used for categorizing attributes. 3.4 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. However you may want to consider supplier responses to other line attributes in addition to price being offered when determining the best response. To use weighting and scoring when defining a negotiation: 1. 4.3. Select Online from the menu and click Go. 2. See What are line attributes? for information about defining line attributes. o Group Select one of the predefined attribute groups. 5. *Indicates a required field: o *Attribute (up to 240 characters) Name your line attribute (for example: Mileage. use the instructions in "How do I add lines to a negotiation"? to enter the line data and other required and optional line information. On the Lines: Create Line page. When the page refreshes. See "What information must I provide to describe my negotiation header"? After you have defined the negotiation header.Oracle Sourcing Help Price $300 Total Score: (100 * 50) + (50 * 30) + (100 * 20)/100 = 85 Price to Total Score Ratio = 300 / 85 = 3. click "Lines" in the navigation bar in the top left hand corner. On the Create: Lines page. Make sure you select Multi-Attribute Scoring from the Ranking menu. PPM Defect Rate. Grade). 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. You can accomplish the by specifying weighting and scoring values for your line attributes. To enter a line attribute. enter your line attribute information. The system can then include the suppliers' responses to your line attributes when calculating the best response.1. o Attribute Type Page 81/209 . Select a ranking method if the Sourcing Super User has set the system up to allow you to change ranking methods. and you do not wish to use the default. navigate to the Attributes table and click Add Another Row.

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

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

1. For example. 2. Once you have created a price element list.3. If there are an odd number of attributes. You must be assigned the Create Reusable Price Element Lists job function to create these lists. Support supply chain operations more efficiently by recognizing and analyzing how one organization's performance and costs affect another organization. Such costs could include services such as training or consulting. Identify hidden activities or "cost drivers" to facilitate improved analysis and decision-making. Click the Price Element link under Reusable Lists on the Quick Links section of the Negotiations Home page. Note: If the negotiation outcome is a blanket purchase agreement.Oracle Sourcing Help o To set the weights for all attributes equally.1.5 How do I use price elements? Price elements allow a buyer to identify additional costs associated with a particular negotiation line. These costs can then be negotiated between a buyer and supplier just like the item price. Page 84/209 . for example. the supplier's response prices to the price elements will not be rolled up into the line total price. and how do I create and use them? Reusable Price Element Lists allow you to group several price elements which are related or are typically used together. you can apply that price element list to any negotiations (RFQs or auctions) containing items to which those price elements are applicable. the supplier's response values for fixed-amount type price elements cannot be converted to a unit price.6 What are Reusable Price Element Lists.3. Buyers can specify when they create the negotiation how much they anticipate paying for these additional costs. the system will assign weights as equally as possible. or discrete costs such as shipping fees. To create a new price element list: 1. Or you might create a list that identifies additional services such as consulting or training that will be required by a particular negotiation item. freight charges or import duty fees. which is required to compute a total unit price. 2. Price elements allow you to: Identify suppliers with the lowest total cost per line not just the lowest item price. you might create a price element list identifying normally expected transportation costs. You can create new price element lists or edit existing lists. Take into account any additional costs or charges when considering outsourcing a project. This is because in the absence of a line response quantity. click Equalize Weights.

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

change the price element list status. and you may specify several quantity levels and the prices you are willing to pay at each. search and select the list you want to edit. If any price elements are inactive. Your suppliers respond to your negotiation specifying their responses to your price breaks. 5.7 What are price breaks. you receive an error message. The first few words of the list description. and how do I use them? Price breaks allow you to negotiate line prices with your supplier based on characteristics of your order. you may expect to receive a discount from your supplier if you buy a large quantity of units. 7. For example. add or delete price elements from the list. (This returns all price element lists using that price element. For each (non-amount-based) line in your negotiation. you can either click the price element list name link. The name of any price element defined to the list. 4. The second offers a price of $18 a unit if purchasing over 500. Example: Assume you are purchasing PC keyboards.1.) 3. Page 86/209 . you can define as many price breaks as are appropriate. you receive the responses shown in the table below. or select the price element list and click Edit. The list status (Any.3. Or you may be willing to pay more per unit if your supplier can ship the order to a special location. On the Edit Price Element List page. click Go. You specify 20$ as your start or base price. 2. On the Price Element Lists page. When you have finished making your changes. Active or Inactive). The new list is validated. 6. When you have entered the search data. or by a certain deadline. click Apply. You can search for a particular price list by : o o o o The list name. The first offers a price of 19$ per unit if buying more than 100. For these price breaks. To edit the list. you can o o o update the description for the price element list.Oracle Sourcing Help To edit a price list: 1. 2. The search results display any price element lists matching your search criteria. You then set up two quantity-based price breaks. You can then enter different assumptions into the system and have it calculate which response is the best. Click the Price Element link under Reusable Lists on the Quick Links section of the Negotiations Home page.

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

4. you can enter different values in the fields under Enter Assumptions and have the system calculate the best response based on the values you enter. On the negotiations summary page. For example. 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.4. If you select Non-Cumulative. Also select either Cumulate or Non-Cumulative. Click Add Another Row to define additional price breaks. Select the negotiation line. and click Analyze Price Breaks. price. click the response number link. Search for the negotiation you're interested in. Once you have defined all your price breaks.Oracle Sourcing Help 3. On the table of negotiations. Item attributes define 1) unique specifications that you set for an item. Page 88/209 . 5. Select Required to force to supplier to respond to the price breaks you define. otherwise select optional. Define your price breaks. you could enter different order quantities and see which supplier response is the best for a certain quantity. you can have the system evaluate the supplier responses based on scenario information you enter. 2.1. and effective dates (available for non-cumulative price breaks only). On the Analyze Line: Analyze Price Breaks page. If you select None. For each price break criterion. you will not be able to negotiate on effective dates. 5. you will not be able to enter price breaks. you can offer a particular target price. click Analyze by Line from the Actions menus and click Go.1 What are some negotiations strategies I can use? When creating a negotiation. 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. you could define multiple price breaks based only on order quantity. Analyzing Price Breaks Once you have defined your price break expectations.1. You can set breaks by unit quantity. Ship-To address/organization. 4. 3. 2. You can define as many price breaks as are needed to fully define your pricing structure. and 2) the details that a participant should provide when responding to that item. and your supplier(s) have responded with quotes. To analyze price break information: 1.4 Additional Creation Topics 2. click Apply.

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

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

You may want to create a sourcing event if you need to monitor several related negotiations as a group rather than individually. 4. To use events. you first create an event. Click "Event" under the Create area of Quick Links on the Negotiations Home page. To create a sourcing event: 1.1. 2. To cancel an event. 3. description. 2. This takes you to the Manage Events page. you can associate negotiations with the event while creating the negotiation on the Create Header page. 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. and an inactive date." Note that any draft negotiations associated with this event are not shown. To see event details. or promise date 2. You can continue to associate negotiations with the event until the event's inactive date is reached. You can continue associating negotiations with the event until its inactive date is reached. select the event and click "View Negotiations. 3. You can then start associating negotiations with it. Page 91/209 . Once the event is created. Click OK. delivery location. To see the negotiations associated with the event.2 What is a sourcing event? A sourcing event is group of related negotiations. enter a title. Your event is opened as soon as it is created. On the Create Event page.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 manage a sourcing event: 1.Oracle Sourcing Help Using price elements Price elements identify additional item costs beyond just price. similar negotiations. You have the choice of canceling only the event or canceling the event and all negotiations associated with it as well. Such costs could include service related costs such as training or consulting services. You may also want to create an event if you want to encourage respondents to participate in multiple. click Cancel. click the event number link.

you can create attribute lists for use by all Sourcing buyers at your company. or any other users in your organization. Using spreadsheets Page 92/209 . in addition to your private ones. terms and conditions. The public lists will be available for Sourcing buyers at your company. Using document templates If many of the negotiations you create contain the same features. The public document templates will be available for every Sourcing buyer at your company. This allows you to standardize business practices and save time. item information. If you are assigned the Manage Attribute List job function. you may want to create a template that you can use each time you create a sourcing document. and invitation list are copied into a new document which you can edit if necessary. have previously created. You can also move an inactive date backward although not prior to the current date/time. Invitation lists can be shared across the company. you can modify the description and inactive date. If you are assigned the Manage Invitation List job function.3 Are there any shortcuts available when creating a sourcing document? There are many ways you can streamline the creation of sourcing documents: Copying an existing document You can copy documents that you.Oracle Sourcing Help 5. Using Reusable Attribute Lists Attribute lists can streamline the document creation process while providing standardization for negotiation items. The details of the document such as the controls. 2. If you are assigned the Manage Sourcing Document Templates job function. you can create and manage public Reusable Attribute Lists.1.4. To modify an event's information click Edit. Using Reusable Invitation Lists You can create Reusable Invitation Lists containing names of suppliers who you frequently invite to your negotiations. you simply open the template and add to or edit details of the template as necessary. This can help you standardize your business practice as well as speed up the negotiation creation process. When you create a document using a template. An attribute list is a grouping of attributes that are commonly used together to describe a good or service. On the Edit Event page. you can also create and manage public templates in addition to your private ones. Your template will contain the features that are similar among the negotiations you commonly create. Note that you can move the inactive date forward in time to extend an event.

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

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

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

1. click Contract Terms in the navigation bar at the top left side of the page. 5. Search for the negotiation you want to copy. Clicking Copy places you on a new Create Header page with the existing information inserted.Oracle Sourcing Help 6. click Review.6 How do I copy a sourcing document? You can copy sourcing documents that you or any other users in your organization have created. Note that most of the information you defined previously is carried forward into the copy. Once you have found the negotiation you are interested in. You need the Contracts Terms Library Administrator responsibility to create and maintain clauses and contract templates in the Contract Terms Library. click the Copy icon at the right of the page. then click Submit for Approval if approvers are specified for this negotiation. You can use contract terms to specify legal and other requirements for your negotiation. This includes any contract clauses or deliverables (terms. Page 96/209 . click Apply. RFQ. When you have finished creating your new negotiation. Once the page refreshes. To apply contract terms to your sourcing document: 1. 3. otherwise click Publish to open it for responding.7 What are contract terms and conditions. On the Create Negotiation page. 2. 2. 2.4. Click "Copy" under the Create section of Quick Links on the Negotiations Home page. and deliverables are available if Oracle Procurement Contracts is implemented). you can click Apply and Create Another. or auction). Verify your negotiation information. After you have finished defining your deliverable. Note that you will have to specify new Open Date and Close Date values 6. You need the Manage Contract Terms responsibility to create and maintain contract terms on negotiation documents. conditions. You can click the negotiation number to see details about the negotiation. You can copy an existing document to create a new document of the same type (RFI. If there are multiple deliverables to define. you can define your next deliverable.4. Edit your new negotiation by continuing through the creation steps. 4. you can create contract terms and apply them to your negotiation. Using contract terms is an easy way to create and maintain standardized contract text which can be customized as needed. To copy an existing negotiation: 1.1. and how do I use them in my negotiation? If Oracle Procurement Contracts is installed and licensed.

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

Buyers can optionally grant full access to some team members while restricting others to read-only access. The possible values are defined in Oracle Purchasing. buyers can nominate collaboration team members to participate in the creation and administration of the sourcing document.9 What are amount based line types. 3. For the line whose requisition information you wish to view. This takes you to the Requisition Summary page.10 How do collaboration teams work? When creating a negotiation. awarding business to supplier. A category value may also appear if your administrator has defined a default category for that line type.4.1. 2. Page 98/209 .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. Each member can be assigned specific tasks. 4. This takes you to the Requistion Detail page. and some team members may be required to approve the final document before delivery to potential suppliers. click the Lines subtab. inviting additional suppliers. If you select a line type that is amount based. the quantity and unit of measure defaults to the values defined by your administrator and is display only. When you create a negotiation. Such activities can be negotiated by using amount based line types. Access the negotiation. but more of a service or activity. Such tasks could include defining the item attributes.4. This includes the entire life of the sourcing document from the initial creation to the award process. you might need to negotiate training or consulting services. you can specify that an item is amount based by selecting an amount based Line Type value. and how are they used? Sometimes the item you need to negotiate is not a number of discrete units. and creating document outcomes. 2. For example. click the number link in the Requisition column. 2. From the negotiation summary page. Click the number link in the Line column.1.

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

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

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

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

2. rate-based line type. The Description. you can create documents that negotiate for many different types of services. Job Details.3 How do I define services related lines? Services related line types allow you to negotiate on labor contracts. The charge for this type of service is based on a flat amount for the service provided. ensure that you choose Blanket Purchase Agreement as the negotiation outcome for temporary labor line types.Oracle Sourcing Help 2. select Online to continuing entering your line description online. 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. To define a temporary labor. Also. Create attributes as needed to solicit additional information for this line. or consulting services.2 What kind of services can I negotiate for? If Oracle Services Procurement is installed and licensed. Unit of Measure and Category will default according to the Job you select. General services fixed-price lines use a negotiation outcome of standard purchase order. 9. vacation). or click Load from Spreadsheet to upload a previously completed spreadsheet file containing all the line information 2. if appropriate. Page 103/209 . 5. Fixed-price services such as corporate accounting services. Fixed-price temporary labor such as contractors. There is a fixed amount limit attached to the service. rate-based line: 1. Search and select a job from the Job menu. is a response to the price differential required) 7. 8. make sure you select a temporary labor.2. maintenance services. and specify the differential associated with this price type. Select the price type (for example. Enter values in your price fields if necessary. 3. The charge for this type of service is based on hourly rates per person. For temporary labor line types. If you need to specify price breaks. Enter your price breaks including Price Differentials. You can include services-related lines with regular amount-based and goods-based lines. and click Go. temporary administrators. . make sure you select the Global Agreement checkbox. Specify how price differentials are to be used within the negotiation (for example. 6. click Select Price Break Settings and ensure it is not set to None. On the Lines: Create Line page. 2. From the Add Line menu on the Create Lines page. 4.

5. On the Create Negotiation page. add notes or attachments to the supplier. and Category will default according to the Job you select. 3. You need the Manage Contract Terms responsibility to create and maintain contract terms on negotiation documents. On the Create Contract Terms page. 2. Follow steps 1 and 2 above. Provide the line with a description and select a Category value. Finally. Finally. To define a temporary labor. Using contract terms is an easy way to create and maintain standardized contract text which can be customized as needed. Continue defining the remainder of the negotiation. Follow steps 1 and 2 above. You can use contract terms to specify legal and other requirements for your negotiation. Continue defining the remainder of the negotiation. On the Lines: Create Line page. add any notes or attachments to the supplier. Create attributes as needed to solicit additional information for this line. make sure you select a general services. add notes or attachments to the supplier. 2. 2. 5. click Contract Terms in the navigation bar at the top left side of the page. Continue defining your negotiation. fixed-rate line type. On the Lines: Create Line page. 2. make sure you select a temporary labor. fixed-price line: 1. Search and select a Job from the Job menu. you can create contract terms and apply them to your negotiation. 11. Create attributes as needed to solicit any additional information for this line. search for and select a contract template from the list of values. 6. To define a general services fixed-price line 1. Job Details. The Description.Oracle Sourcing Help 10. Finally. 4. See the Oracle Procurement Contracts online help for information on using contract templates. 4.2.4 What are contract terms and conditions. and then click Go. 3. To apply contract terms to your sourcing document: 1. Page 104/209 . and then click Go. You need the Contracts Terms Library Administrator responsibility to create and maintain clauses and contract templates in the Contract Terms Library. fixed-price line type. and how do I use them in my negotiation? If Oracle Procurement Contracts is installed and licensed. 6.

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

click Full List. Negotiations in which you are participating appear under Your Negotiations at a Glance. Click the negotiation number to access the negotiation summary page where you can see information on the negotiation. You also search for all open negotiations to which you have access. Select a contact for the supplier and click Create Surrogate Bid/Quote. access the negotiation in which you wish to bid by clicking its number. 6. 2. On the Create Surrogate Bid/Quote: Select Supplier and Contact page. select Create Surrogate Quote/Bid from the Actions menu. From the negotiations summary page. 3.3 How do I respond on behalf of suppliers without Internet access? Sometimes suppliers cannot place their responses online since they have no online access.3. 7. a surrogate bid can be entered into the negotiation. 5. Continue from the Terms and Conditions page with regular a response if terms and conditions are required. you can either Select View Response History from the Actions menu and click Go.Oracle Sourcing Help Note that the Your Negotiations at a Glance section shows a limited number of entries based on time remaining. From the Negotiations Home page. 2. enter the name or contact of the surrogate supplier in the Supplier field and click Go. enter the Bid/Quote Received Time. Once the buyer has received all the bid/quote information.2 How do I monitor the negotiations I have created? Access the negotiation you wish to monitor. 4. Sign on to Oracle Sourcing with Sourcing Super User responsibility. Clicking the number of your negotiation takes you to the negotiation summary page. Page 106/209 . On the negotiation summary page. It is when the buyer receives the offline copy of the response or when the supplier mails/faxes the response. 2. and then click View Response History to see information on responses to this negotiation. To place a surrogate bid on behalf of a supplier: 1. If you do not see your negotiation. You can also use the Graphical Monitor to view and compare responses to your negotiation. To see the complete list of negotiations you created. Click the Responses number to access the Details page for the negotiation.3. On the Create Bid/Create Quote page. Oracle Sourcing buyers can place surrogate bids on behalf of such suppliers. click Full List. and click Go.

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

These charts compare different aspects of the responses. The Attribute Group Scores chart compares competing responses in terms of attribute group totals. You can pause your cursor over each section of the bar to see the exact response value to that segment. If you have never used spreadsheet files before. You can use an Excel spreadsheet file or a text spreadsheet file. You can download bids whether the negotiation is open or closed. select Export Quotes/Bids from the Action menu. The Price Analysis chart compares the calculated line prices offered by the responses. Page 108/209 . select the type of spreadsheet you wish to down load. If you defined price elements to be included in your price calculation.3. 2. 2.6 How do I download the responses I have received? You can download all the bids and quotes you receive for a negotiation into a spreadsheet for offline viewing. Each response is identified by its response number. there will be only one segment for each graph with that segment comparing simply the price. From the Your Negotiations at a Glance section. Note that there may be two other charts available on the page depending on how you defined your negotiation attributes. On the Negotiation Summary page. click the negotiation number for the negotiation to access the Negotiation Summary page. To download responses: 1.Oracle Sourcing Help 6. The Analyze Line: Compare Quotes/Compare Bids page displays a sideby-side comparison of the response details for all responses you chose to compare. the chart will show the total price calculated by combining all the responses to the price elements. On the Export Quotes/Bids to Spreadsheet page. 5. you can view them by clicking the icon in the Notes/Attachment row. If you did not use price elements in your negotiation. If there are any attachments. Open the file and complete it according to the directions in the Instruction file. you should also download the Instructions file. Save the file to a convenient location. Save the file. You can also update the spreadsheet with your award decisions and then upload it to identify winning responses. This is useful if you have received a large number of responses and want to compare them offline. 4. You can display these charts by clicking the triangular icon labeled Show Chart. 3.

You can click Compare to obtain a more complete. You can see the number of active bids against each line and the best quote/bid determined by the system for that line. To analyze by line: 1. On the negotiations summary page. The Analyze by Bid/Analyze by Quote page shows the response details from the different suppliers. side-by-side display of all the responses.You can use AutoAward to have the system pick the best award. the resulting Analyze Line: page displays additional information about the responses to that line. upload your awards into the system. If you select a line and click Graph Price. You can inspect the header attribute values (if any) by selecting multiple supplier responses and clicking Compare Header Attributes. 2.3. you can also use a spreadsheet to perform your analysis offline. the resulting Monitor page shows your responses in a graph : If you select a line and click Analyze. as well as additional information about each line including any backing requisition information. 3. 2. o To use the AutoAward recommendation AutoAward is a feature you can use when you need a quick. However. click Analyze by Bid/Analyze by Quote from the Actions menu. or where the response does not include responses to all negotiation lines. For example. And if there are may lines or lines with complex attributes. select Analyze by Line from the Actions menu and click Go. After you have completed your award decisions. From the negotiation summary page for this negotiation.Oracle Sourcing Help 6. 2. standard award. o You can select any one entry in the table and click Graph Price or Analyze. it will use the the price being offered by the supplier for the most basic way method of ranking responses. You can analyze by line or by response (you obtain different information depending on which type of analysis you perform). The Compare Header Attributes page presents a side-by-side comparison of the attributes. AutoAward uses the ranking capabilities and methods available in Oracle Sourcing to obtain its best award recommendation. including that response's rank.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 . 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. To analyze by response: 1. 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.

and you may specify several quantity levels and the prices you are willing to pay at each. you receive the responses shown in the table below. On the Analyze by Spreadsheet page. Example: Assume you are purchasing PC keyboards. On he negotiations summary page. 1. select View AutoAward. The AutoAward Recommendation page displays the response(s) that AutoAward has decided best fit the negotiation requirements. 2. Download and save the file.htm file) to process the spreadsheet. Open the file up and use the instructions in the readme file (the . select Analyze by Spreadsheet from the Actions menu and click Go. You then set up two quantity-based price breaks. You can then enter different assumptions into the system and have it calculate which response is the best. 3. You specify 20$ as your start or base price. you can define as many price breaks as are appropriate. 4. select: which type of files to download.3. Your suppliers respond to your negotiation specifying their responses to your price breaks. As long as you have not closed the negotiation. you can use the spreadsheet download feature to export the response information for analysis offline. The first offers a price of 19$ per unit if buying more than 100. The second offers a price of $18 a unit if purchasing over 500. From the negotiation summary page for this negotiation. Click Export. you may expect to receive a discount from your supplier if you buy a large quantity of units. 5. For these price breaks. For each (non-amount-based) line in your negotiation. You can use AutoAward to quickly generate a benchmark against which other ranking methods and scenarios can be compared.Oracle Sourcing Help Scoring negotiations to determine the best overall total cost. Or you may be willing to pay more per unit if your supplier can ship the order to a special location. 2.8 What are price breaks. For example. and how do I use them? Price breaks allow you to negotiate line prices with your supplier based on characteristics of your order. Your level 1 price break Your offered price $20 Supplier Response $19 1's Supplier Response $19 Page 110/209 2's . Once the negotiation is closed. you can download a spreadsheet with which to make award decisions. To download responses via spreadsheet for analysis: You can use the spreadsheet download feature to perform many tasks offline. or by a certain deadline.

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

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

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

when creating this negotiation. Under the Your Negotiations at a Glance section on the Negotiations Home page. need-by date. click Full List. If your negotiation is not displayed. For example. A notification will be sent to all participants. If. You can also enable AutoExtend or modify your AutoExtend settings if you wish. Additionally. specify a new close date and time.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. Select Add Invitees from the Actions menu and click Go. 3. However. On the negotiation summary page. if your negotiation includes a January 15 close date and a January 20 award date.3. you entered an award date. Under the Your Negotiations at a Glance section of the Negotiations Home page. 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. you cannot extend an auction after its first AutoExtension has been triggered. your new close date is January 18. 2. Page 114/209 . follow the instructions to add new suppliers. On the Invite Additional Suppliers page. To add suppliers to a negotiation: 1. Click Apply. To manually extend your negotiation: 1. 4. 5. your new close date is January 22. Click Apply. You cannot manually extend your negotiation after it has closed. 2.10 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.3. 2. if you extend that auction for only 3 days. On the Extend RFQ/Extend Auction page. and your new award date is January 27. Enter a new close date and time. 3. click Full List. select the Extend RFQ/Extend Auction option from the Actions menu and click Go. and your award date remains January 20. click the negotiation number for the negotiation you wish to extend. If you don't see the negotiation. 6. click the negotiation number link for the negotiation to which you wish to add additional suppliers. and/or long-term agreement dates. and you extend that auction for 7 days.Oracle Sourcing Help 2.

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

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

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

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

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

click the negotiation number for the negotiation you wish to cancel. if no preview date/time was specified) and before the close date/time. In any of these cases. 4. Respondents are notified that the sourcing document has been amended and are required to review their previous response and resubmit it in accordance with the amendment. 3. 2. If desired. 1. you can enter a text note to participants explaining why you are canceling the negotiation. Page 120/209 . Amendments can be created anytime after the preview date/time (or open date/time.3. Click Apply. select the Cancel RFQ/Cancel Auction option from the Actions menu and click Go. On the Close Early page. The system notifies all the invitees and participants of the cancellation. On the Cancel page. 4. the buyer can update information defined in the document if necessary. or the items are no longer needed.Oracle Sourcing Help 2. Under the Your Negotiations at a Glance section of the Negotiations Home page. On the negotiation summary page. enter a note to your suppliers. Under the Your Negotiations at a Glance section of the Negotiations Home page. 5.15 How do I close a negotiation before its scheduled close date and time? You can close a negotiation early only if you set your response controls to allow a manual close. On the negotiation summary page. Note that you cannot manually close an auction after its first AutoExtension has been triggered. select the Close Early option from the Actions menu and click Go. there may have been too few responses. For example. This note is included in the notification that will be sent.3. To close your negotiation early: 1. you may wish to simply cancel the negotiation. If you do not see the negotiation. 2. Also the line requirements have changed.16 How do I cancel a negotiation? Sometimes. click Full List.3. This update is called an amendment. or the terms of the responses are not acceptable. 3. the responses to your negotiation do not meet your needs. 2. Click Apply. 2. click the negotiation number for the negotiation you wish to close.17 How do I create an amendment to a negotiation? After publishing a negotiation. enter the new date and time you want to close the negotiation or choose to close it immediately.

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

On the negotiation summary page. open and inspect the print directly. These negotiations are listed under the Your Negotiations at a Glance section. 3. To print a negotiation (for suppliers): 1.19 How do I view the approval history for my negotiation? If you selected the "Require award approval" negotiation control. On the Negotiations Home page. 3. search for the negotiation you wish to print. Click the Contract Terms link in the navigation bar. select Print Document from the Actions menu 3.3. On the negotiation summary page. When the prompt box appears. If Oracle Procurement Contracts is implemented and the sourcing document has contract terms attached to it.Oracle Sourcing Help defined to the negotiation. click Full List. If you cannot see all your negotiations. the clauses and deliverables are printed as well. search for the negotiation for which you wish to print the contract terms by clicking the negotiation number link. Once you have submitted your negotiation's award decision. 2. open and inspect the print directly. You can view the approval history at any point. search for the negotiation you wish to print by clicking the Negotiation Number link. Page 122/209 . When the prompt box appears. 4. or save it to a location on your machine and review the document there To print contract terms only: 1. To print a negotiation (for buyers): 1. On the Negotiations Homepage. you can view the approval status of your negotiation. or save it to a location on your machine and review the document there. When the prompt box appears. 2. 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 Homepage. Access the negotiation by clicking its negotiation link. 2. your award decision must be approved before you can begin to create a purchasing document. select Print Document from the Actions menu. 2. Click Preview Contract Terms.

a detailed project plan. you can create and manage deliverables for your negotiations.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. click the entry in the Document Number column. you may have many negotiations in progress. When you are finished updating the deliverable information.Oracle Sourcing Help To view the approval status of a negotiation: 1. some of which will require deliverables. You can easily view the status of all your deliverables. 4. 2. At any point in time. This allows you to quickly pinpoint any negotiations that are at risk because a deliverable has not been provided. When results are displayed. Modify or delete an existing attachment. To view and update your deliverables: 1. To update the information on a deliverable. See the Alert column for important information on the deliverable's status. The Award Approval History page shows who has approved your award recommendation and the approvals remaining in the approval chain. 5. click Apply. or delivery schedule before the buyer will consider finalizing a contract with that supplier. Navigate to the summary page for the negotiation 2. you can perform the following modifications (note that changes to the deliverable status are tracked and can be displayed): o o Change the deliverable status. On the Update Deliverable page. On the Manage Deliverables page. o o o To see information on the deliverable. click the entry in the Deliverable Name column. 3. enter enough search values to restrict the results to the deliverable(s) in which you are interested. Page 123/209 . click the Update icon. Click "Deliverables" under Manage in the Quick Links section of the Negotiations Home page. scroll if necessary to find your deliverable. Select View Award Approval History from the Actions menu. If Oracle Procurement Contracts is installed and licensed. or add a new attachment. To see information on the negotiation to which the deliverable is assigned. 2.3. For example. a buyer may ask a supplier to provide copies of personnel certification.

Close the negotiation if it is still open.4. select Unlock from the Actions menu and click Go. click the negotiation number link of the negotiation you wish to see. To unlock and unseal an RFQ/auction: 1. There are several methods you can use when awarding business in a buyer's auction or RFQ: You can award the entire negotiation to a single supplier (multiple suppliers if the outcome is a blanket purchase agreement). an RFQ/auction cannot be awarded until it is unlocked.4.3 What are the different methods I can use when performing awards? Once you have closed your negotiation and analyzed the responses you received.2 How do I unlock and unseal a sealed RFQ or auction? In a sealed RFQ or auction the buyer cannot see the bids until the RFQ/auction is unlocked. The resulting page shows details about the response. The Quote/Bid History page displays the responses the negotiation has received. You can accept and use the decisions generated by the AutoAward feature. click the number link in the Quote/Bid column. To see details about a particular response. 3. 2. Additionally. On the Confirmation page. From the Your Negotiations at a Glance section of the Negotiations Home page. click "Return to Negotiation Summary. 2. select View Quote/Bid History from the Actions menu and click Go. 3. On the negotiation summary page. you can make your award decisions. 2. You can divide an individual line among multiple suppliers.4. You can award an individual line to a single supplier. On the negotiations summary page. Select Unseal from the Actions menu and click Go. In addition. There is an entry for each supplier who has placed a quote/bid in the negotiation. 4.4 Awarding Negotiations 2. other users from your company who have the appropriate function security can also unlock and unseal your RFQ/auction. 2. An RFQ/auction can only be unlocked and unsealed after it is closed. Page 124/209 . 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). Note: You will always be able to unlock and unseal an RFQ/auction you have created.1 How do I view the responses I have received? 1. In addition." 4.Oracle Sourcing Help 2.

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

Oracle Sourcing Help Page 126/209 .

To award multiple lines to a supplier: 1. 2. Click Save Award. 1. 2. Access the negotiation you wish to award. Select Award by Line to award each line to its own supplier. their responses are displayed side by side for easy comparison. This provides flexibility and allows you to quickly enter award decisions. you see all the suppliers who responded to your negotiation. Note: The auction or RFQ must be closed for responses before you can award business. award multiple lines to the same supplier.Oracle Sourcing Help 2. Note also that you can change the shortlist status of a supplier on this page as well. You can wait until the negotiation reaches its specified close date/time. All lines to which the supplier responded are awarded to that supplier. select Award by Quote/Award by Bid to award an entire negotiation or multiple lines of a negotiation to the same supplier.4 How do I award business in an RFQ or auction? There are several ways you can award business for a negotiation. you can begin awarding business. You also see entries for every Page 127/209 . On the negotiations summary page. You can award the entire negotiation to a single supplier. 1. 3. If you selected multiple suppliers. You cannot initiate a new round of quoting/bidding on this RFQ or auction once you have closed the negotiation and submitted an award decision. select the supplier and click Award. you see the response information on the supplier(s) you selected in the previous step. or. To award the entire negotiation to one supplier. click Go. if the negotiation controls allow it. Any lines to which the supplier did not respond are not awarded. From the Action menu. On the Award Multiple Lines page. you see the information on the negotiation and any responses it has received 3.4. you can manually close the negotiation prior to its specified close date/time. You can enter award decisions at the supplier level or the line level. On the Award by Quote/Award by Bid page. To award an entire negotiation to a supplier: 1. Once the negotiation is closed. Note that you can select multiple suppliers on this page. Once you have selected the action. select the supplier(s) to whom you wish to award the negotiation lines and click Award Multiple Lines. On the Award Quote/Award Bid page. Click Award to identify the supplier to whom you are awarding the negotiation. you see the response information for the supplier(s) you selected in the previous step. On the Award by Quote/Award by Bid page. Or select Award by Spreadsheet to download the responses to a spreadsheet file and enter your award decisions there. 2. or award each line its own supplier.

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

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

Oracle Sourcing Help

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

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

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

Oracle Sourcing Help

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

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

You receive two bids as follows on the auction item:

Bidder Office Supplies Your PCs

Bid Quantity 30 30

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

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

Bidder Office Supplies Your PCs

Bid Quantity 30 30

Consumed Quantity 30 20 10

On Number 12345 12345 98762

Requisition

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

Oracle Sourcing Help

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

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

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

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

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

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

5. Note that the display shows only a limited number of negotiations. you enter search values for multiple search fields. To perform a search. click Full List.2 Searching for all negotiations to which you have access: In addition to the negotiations you own. The Your Negotiations at a Glance display shows all negotiations you created in order of time left before their close date/time. For others you enter values. You can use any combination of these search criteria to reduce the number of results you receive. A common task is monitoring and administering all these different negotiations. These include number. When using the simple search method. style. you select one of the criteria mentioned above from the drop down menu. You can click the responses link to go to the History page where you can see the details of any responses. item. There are several criteria you can use when performing a search to restrict the number of search results. you may have access to negotiations owned and created by other buyers either because you collaborated on that negotiation or because the negotiation is public. enter a value for the search criteria in the Search Negotiations fields at the top of the Negotiations Home page. event. When using the advanced search. status. select the type of search from the "Search Negotiations" menu.Oracle Sourcing Help 2. click Advanced Search. To perform an advanced search.1. You can select one of two search methods: simple and advanced. 2.1. and click Go. title. specify a search value and click Go. Page 138/209 . you can click the negotiation number link to go to the negotiation summary page to see details of the negotiation. or supplier. To perform a simple search. project number. To see the complete list of negotiations you created. item category. another open and being responded to. All these negotiations can be viewed and accessed from the Your Negotiations at a Glance section of the Negotiations Home page. 1. you may have several negotiations that are in different states. These include those mentioned above as well as type. creator. Enter search values for as many search fields needed to qualify your search.1 Searching for your negotiations in which you are participating: At any point in time. supply a search value. security level. on the Negotiations Home page. and task number. For some fields you select menu options. From the Your Negotiations at a Glance display. and a last closed and being awarded.5. One may still be in its preview period.

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

If you know the name of the supplier you wish to invite. Scroll through the Search Results display and select the correct category. You must also specify the category to which the item belongs. click Search. On the Search and Select: Inventory Item page. Click Go. you can search by either the Category name or by words contained in the Category Description. click Show Approved Supplier List Criteria and select the attribute values by which you wish to search. 1.5 Searching for lines and categories While creating your negotiation. 2.Oracle Sourcing Help 1. enter a search value for either the item name or a word in the item description. enter appropriate search values search values.5. Click the flashlight next to the Item field. From the Results: Suppliers display. click Show Business Classifications and select the attribute values by which you wish to search. 2. and click Go. you can search and specify a category value but cannot specify an item value. If you wish to see all suppliers who provide a particular commodity. Click the flashlight icon next to the Category field. To search the Approved Supplier List Criteria. 3. you can search and specify an item value. 2. select the correct item and click Select. For goods-based items. Page 140/209 . 3. To search by Supplier Business Classifications. Select the type of search from the drop down menu. you must identify item(s) on which you wish to negotiate. enter a full or partial supplier name. From the Search Results display. Enter as many search values as are needed to efficiently qualify your supplier search. select the supplier(s) and click Invite. On the Search and Select: Category page. 1. With amount-based items. You are returned to the create page with the category value inserted in the Category field.1. 2. Click the Select button or the Quick Select icon. The category value defaults according to the item you select. use the flashlight to search and select commodity or item. 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. How you search depends on whether the line type for your item is amount-based or goods-based. After you have entered your search values.

For example. a search on br% returns only Brussels. On the negotiation creation page. many attributes default according to the organization you select.1. Click Go. use a wildcard. You are returned to the negotiation creation page with your new address appearing in the address field. To search and apply a list: 1. a search on %Boston might return North Boston as a billing address. you can search for all price element lists that contain a particular price element.7 Searching for lists When creating a negotiation.6 Searching for addresses: While creating negotiations. This includes addresses such as Bill-To and Ship-To. however.Oracle Sourcing Help 2. The system performs a begins with search using any search values you entered. In some cases. select the list and click the appropriate links or buttons to process the list if necessary and to apply it to your negotiation. Additionally. To search for and select a different address: 1. click the link to apply a predefined list. such as the percent sign (%). Find the correct address and click Select. The Search Results display shows all addresses that matched your search criteria. Click the flashlight icon next to the address field. From the Search Results display. or the search wildcard. %. The search value can be an address name. If you do not know the beginning of the name. For each list.5. 3. you can search for all lists that contain a particular list entry. Enter as many search values as required to efficiently qualify your search. For example. 2. there are many predefined lists which you can apply to your negotiation to save time and standardize your sourcing practices. On the Search and Select page. 3. a search on b% returns both Beijing and Brussels. Page 141/209 . most lists allow you to search by the list name and/or words in the list description. For example. Such lists include lists of item attributes or price elements. 2. you can search using multiple criteria. enter a search value in the Search field and click Go. a partial name.1. 2.5. you may need to change the default to a different address.

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

the report shows the total amount generated by each sourcing transaction. 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. Identify negotiation opportunities. see "How do I run the reports?" Notes: Note the following when generating and evaluating report information o o o Any report displaying calculated amounts does not include any RFI amounts. Sourcing Intelligence promotes the increased efficiency by enabling visibility and analysis of system transactions. See "How do I export report data to a spreadsheet?" 4. You can view the reports online.type (bid or quote). savings is zero. Amounts do not include lines where award quantity and award amount are unspecified. To run the Awards by Supplier report.1. View summary reports that allow additional details. Sourcing Buyer Intelligence Reports 4.2 What are the Sourcing Intelligence reports I can generate? You can generate any of the following Sourcing Intelligence reports: 4.1 Awards by Supplier report What are the Awards by Supplier report? The Awards by Supplier report displays a summary of all awards made by the buyer to supplier(s).Oracle Sourcing Help 4. 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.1. You can use Sourcing Intelligence to: Track trends of purchases over time. If Current Price is not available. Identify potential savings opportunities.1 4.1. Page 143/209 . as well as the total amount awarded to this supplier.1 Introduction to Sourcing Intelligence What is Sourcing Intelligence? Sourcing Intelligence provides all the analytic and transactional reporting for your Sourcing application.2. For each supplier. 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.

1.1 "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. or All Outcomes. Page 144/209 . the report reflects only the system-hosted catalog item categories.1. the report reflects only the system-hosted catalog item categories. 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. The report is sorted by category. To run the Awarded Bids Detail report.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. Section 4.3.1. To run the Savings by Category report. see "How do I run the reports?" Note: For the Auction Outcome report parameter. Any report displaying calculated amounts do not include any RFI amounts. select Standard Purchase Order.2.1.Oracle Sourcing Help 4. see. Note the following when generating and evaluating report information: When entering a category search parameter. Amounts do not include lines where award quantity and award amount are unspedified.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. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. 4. Any report displaying calculated amounts does not include any RFI amounts.1) report for the items listed. Amounts do not include lines where award quantity and award amount are unspecified. If Current Price is not available. Blanket Purchase Agreement. savings is zero. you can generate a Savings by Item (Section 7. Once you have generated a Savings by Category report.2.2.

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

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

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

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. see "How do I run the reports?" Note: For the Auction Outcome report parameter. 4. with the category with the highest productive award appearing first. the report reflects only the system-hosted catalog item categories. If Current Price is not available. To run the Savings by Category report. you can generate a Savings by Item report for the items listed. Once you have generated a Savings by Category report. or All Outcomes. 4.2 What is the Savings by Category report? The Savings by Category report displays your total savings broken down by item category. Any report displaying calculated amounts do not include any RFI amounts. To run the Awarded Bids Detail report. Any report displaying calculated amounts do not include any RFI amounts. savings is zero. Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity. the report reflects only the system-hosted catalog item categories. Blanket Purchase Agreement. select Standard Purchase Order. 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.2. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity.2. Page 148/209 . The report is sorted by category. savings is zero. 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: When entering a category search parameter. You can view the supporting awarded bid by clicking the Auction number or Bid number.Oracle Sourcing Help Notes: Note the following when generating and evaluating report information o o o Any report displaying calculated amounts does not include any RFI amounts.

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

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

click Full List. Click "Unread Messages" to view any online discussion messages. Negotiation number. To search for open negotiations in which to participate: You can access any open negotiation even if you were not specifically invited. Click All Responses to view the responses to this negotiation. You can search by: Negotiation title. Buyer Operations Creating negotiations Creating templates and reusable lists Managing draft negotiations Supplier Operations Responding to negotiations Monitoring active responses Managing draft responses Page 151/209 .Oracle Sourcing Help Note that the Your Active and Draft Negotiations section display only shows a limited number of your responses according to the time remaining. one-step access to your most commonly performed Oracle Sourcing tasks. To see all the active and draft responses for your company. Click the negotiation number link to view details of the negotiation. The table below shows some of the operations available Sourcing Buyers and Sourcing Suppliers by using Quick Links.2 How do I use Quick Links? The Quick Links section of the Negotiations Home page provides easy. The links are organized by task and negotiation type so you can find the link for the task you wish to perform. On the Active Negotiations page. Line (negotiations for a particular item or service). and click Go. enter a value for the parameter. 5. you can Select the negotiation and click Respond to create a response. Negotiation creator (contact). Simply clicking the link takes you to the page where you initiate the operation. use the Search Negotiations fields at the top of the page. Click "Your Company's Responses" to see details of any current responses from suppliers at your company. Select a search parameter. Category (negotiations with lines in this category). To find open negotiations.1. Event (negotiations associated with this sourcing event).

Alternatively. use the Search Negotiations fields to access the Active Negotiations page. 5. To respond to a negotiation you must: 1. The Notes and Attachments section displays any text messages from the buyer and any attached files. click the negotiation number to access the Negotiation Summary page for the negotiation in which you are interested. Monitor the action in the negotiation in which you are participating.Oracle Sourcing Help Creating and managing sourcing events Updating profile information Viewing award decisions Updating profile information 5. 3. or price breaks associated with it. The Negotiation Summary page displays all the current information for this negotiation.4 How do I view the details of a negotiation before placing a response? 1. or quote). Find a negotiation in which to participate (See Section 2. Under Open Invitations. Click the negotiation number to access the Negotiation Summary page. (See Section 5.4.1 “How do I access negotiations”).1 “How do I monitor negotiations to which I've responded”). 2. detailed item information.1.6 “How do I submit a response online”). If the item has attributes. pricing. price elements. Submit your response (bid.1. This includes such information as the time the negotiation. shipping and billing information.2. Attachments can be viewed by clicking the paperclip icon.3 How do I respond to a negotiation? Suppliers can respond to public negotiations and private negotiations to which they have been invited.1. You can easily navigate to a particular section of the page (such as the item information section) by clicking the small down arrowhead icons or the links at the top right of the page. (See section 5. 2. the response controls. Page 152/209 . you can view information on the item attributes by clicking the "View" link under the Details column.

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

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

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

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

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

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

Select the auction and click Respond. you allow the system to automatically rebid on your behalf whenever a competing bid price beats your bid price.1. To activate AutoRefresh: 1. 2. Page 159/209 . Using price elements allows you to target additional costs related to a particular negotiation item. In Multi-Attribute Weighted Scoring negotiations. 4.9 What is AutoRefresh? AutoRefresh enables you to continuously monitor the bidding in an auction before or after you submit a bid. 5. click AutoRefresh On. Your bid status is No Bid for any item on which you have not placed a bid. Locate an open auction in which you'd like to bid. 5. you can proxy bid on some items and bid manually on others. then click Go. 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. In an auction that includes more than one item. 3. your responses to an item's attributes are scored and weighted to allow the buyer to make more informed decisions. 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.10 What is proxy bidding and how does it work? By activating proxy bidding. If you want to display only those auction items that are included in a specific category. 5. and Lose for any item on which you have been outbid.Oracle Sourcing Help Item attributes provide extra information about a negotiation item. select the category from the View menu. The AutoRefresh page updates the current best bid price and your bid status for each item in the auction. you can set your responses apart from your competitors' responses and enable buyers to make better-informed award decisions. They define 1) unique specifications that are set for a negotiation item. Item attributes also allow you to provide more information and details when entering responses. By providing item details and specifications in item attribute fields. You cannot proxy bid on any items that have price elements. On the AutoRefresh page. On the Create Bid page. Click Create Bid to deactivate AutoRefresh and place a bid on the auction.1. you can adjust the AutoRefresh interval setting to change the length of time between page refreshes. Such costs can include discrete charges such as import duties or activities such consulting or training costs.

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

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

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

Verify the details of your quote or bid. or the invitation lists. After you have located the negotiation in which you wish to participate. 5. Access the negotiation on which you wish to rebid. the initial round might have been simply for information gathering purposes.15 How do I respond to a negotiation that has gone to an additional round of responding? A buyer can decide to close an active negotiation and restart it. On the negotiation Details page. Once the buyer has published the updated RFQ/Auction. you can respond with your new Quote/Bid. Once you have displayed the new negotiation. The system will validate the response information you entered in your spreadsheet. If the buyer has updated an item for the new round. or the buyer may decide to change negotiation criteria such as terms and conditions. you can continue placing your re Page 163/209 .1. check your response information. The Bid Confirmation/Quote Confirmation page displays your bid number. 3. There are several reasons why this might happen. your prior response is carried over to the new round. On the Rebid/Requote page. 9. click Create Quote/Bid. 4. The Multi-Round Modifications Summary page shows you negotiation information that has been updated since the previous round. you can easily identify the updated information by clicking View New Round Summary. use your Back button. After you have analyzed the updated negotiation information.14 How do I rebid on an RFQ or auction? 1. If correct. Click Submit. Click Import. If the item is unchanged from the previous round. You respond to a second-round negotiation the same way as to the initial negotiation.1.Oracle Sourcing Help 7. 2. Browse to the location where you saved your spreadsheet file. you will need to respond to that item again. Quote/Bid controls. On the Review Quote/Bid page. enter your new bid information and click Continue. If the negotiation is an RFQ. 5. Click the response link to access the Details page. notifications are sent to the original and any newly added participants. If you need to make changes. click Submit. 8.

If there are multiple amendments. If you do not accept the negotiation's terms and conditions. these terms and conditions are presented before you enter the details of your response. 6. You are informed that the negotiation has amendments and are prompted to acknowledge them. To respond to a negotiation that was amended before your first response: If the amendment was made prior to your first access. 3. 5.Oracle Sourcing Help 5. Select the negotiation and click Respond. You will not be allowed to enter a response in the negotiation.1. click the checkbox and then click Acknowledge. you can continue to respond to the negotiation normally. then continue entering your response. the buyer may need to update some of the information defined in the sourcing document. 5.1. you must have reviewed all the amendments and placed a response to the latest one. Page 164/209 . Such updates are called amendments.16 Why would a negotiation have special terms and conditions? Your buying company can include customized terms and conditions that govern its negotiations. you will only be able to respond to the amended version. Once you have acknowledged all the amendments. click Accept. When you respond to such a negotiation. To respond to a negotiation that was amended after your first response: 1. 4. 2. If you placed a response before the amendment was made. Search for the negotiation. click Cancel. review the document information. Click Yes. you must review and acknowledge each one. To be eligible for an award decision. On the Acknowledge Amendment page. Once a document has been amended. Review the negotiation's terms and conditions. 1.17 How do I respond to an amendment to a sourcing document? After publishing a negotiation. the next time you access the system the status of your initial response will have been changed to Resubmission Required in the Your Active and Draft Responses section of the Negotiations Home page. you must review and acknowledge the amendments and place a new response.

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

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

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

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

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

When the prompt box appears. 1. Once a document has been amended. 2. open and inspect the print directly or save it to a location and review the document locally. On the Acknowledge Amendment page. If there are multiple amendments. select Print Document from the Actions menu. On the Negotiations Homepage. 2. 4. 2. review the document information. search for the negotiation for which you wish to print the contract terms by clicking the negotiation number link. Once you have acknowledged all the amendments. you must review and acknowledge the amendments and place a new response. Click Preview Contract Terms. you can continue to respond to the negotiation normally. you must have reviewed all the amendments and placed a response to the latest one. or save it to a location on your machine and review the document there To print contract terms only: 1. Click the Contract Terms link in the navigation bar. Such updates are called amendments. 3. 3. you must review and acknowledge each one. 4. On the negotiation summary page. click the checkbox and then click Acknowledge. search for the negotiation you wish to print by clicking the Negotiation Number link. 6. the buyer may need to update some of the information defined in the sourcing document. open and inspect the print directly. 5. Select the negotiation and click Respond. On the Negotiations Home page.Oracle Sourcing Help To print a negotiation (for suppliers): 1.2.10 How do I respond to an amendment to a sourcing document? After publishing a negotiation. Search for the negotiation. 5. When the prompt box appears. Page 174/209 . 3. To be eligible for an award decision. Click Yes. To respond to a negotiation that was amended before your first response: If the amendment was made prior to your first access. you will only be able to respond to the amended version. You are informed that the negotiation has amendments and are prompted to acknowledge them.

and then click the checkbox acknowledging you have reviewed the amendment. The Amendment History page has entries for the original negotiation and any subsequently amended versions. The currently active version has the highest number and is the first entry in the table. 5. Once you have acknowledged all the amendments.11 How do I respond to a deliverable defined to a negotiation? Deliverables are additional requirements a buyer may request of a supplier over the course of a negotiation. you can place a new response on the negotiation.2. or click the Review Changes icon to see what information changed between a version and its prior version. which you must review and acknowledge. The negotiation summary page shows the original version of the negotiation. 6. Click "View Amendment History" to see the changes made to the original negotiation. 3. Review the information. You use the Create Response page to enter your response to the buyer's negotiation. On the Acknowledge Amendment page. If Oracle Procurement Contracts is implemented by the buying organization. you are presented the first amendment. 9. The amended versions are suffixed with an incrementing counter. 8. Page 175/209 . Click Acknowledge Amendment. This includes responses to any contract terms the buyer has defined.Oracle Sourcing Help To respond to a negotiation that was amended after your first response: 1. If you placed a response before the amendment was made. 5. The Review Changes page identifies the information that has changed. Deliverables are part of the contract terms the buyer may have defined and are typically additional pieces of documentation that must be provided by the supplier. you must acknowledge that you have viewed the amendment and placed a new response 7. 2. You can toggle between the current version and its prior version using the buttons. To be considered for an award decision. You are presented any additional amendments. Click the suffixed number links to see the different versions of the sourcing document. Click the negotiation number link to view the original negotiation and its updates. Contract terms are displayed in the Contract Terms section of the page. 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. Click Acknowledge. there may be deliverables to which you must respond. 4.

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

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

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

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

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

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

M Minimum Bid Decrement The minimum amount by which bids must decrease This is set in the auction's bid controls.000 Bidder A's second bid = $900 Bidder A's third bid = $800 Auction #2234. bid decrement = $100 Bidder A's original bid = $1. bid decrement = 20% Bidder B's original bid = $1. but will be applied to the bidder's current bid price. If you specify your bid decrement amount as a percentage. For example: Auction #1234.000 Bidder B's second bid = $800 Bidder B's third bid = $600 Minimum Release Amount Page 186/209 . the decrement percentage will be calculated based on a bidder's original bid price.Oracle Sourcing Help H I J K L Lead Time The number of days between the order date and the shipment date (not between order date and receipt date). Note: A bid decrement amount will always be applied to a bidder's current bid price. You can enter either a straight amount or a percentage by which bids must improve. Line Types A negotiation line item's line type determines whether the line item refers to goods or services (other line types can also be defined).

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

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

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

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

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

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

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

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

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Appendix 7. For each supplier. Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity. If Current Price is not available. Copyright 2000 Three D Graphics.1 What are the Awards by Supplier report? The Awards by Supplier report displays a summary of all awards made by the buyer to supplier(s). You can sort the report by clicking on the any of the underlined column headings To run the Awards by Supplier report. the report shows the total amount generated by each sourcing transaction.3. as well as the total amount awarded to this supplier.Oracle Sourcing Help 7. Inc.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. Amounts do not include lines where award quantity and award amount are unspedified. Page 196/209 .1. see Section 4. savings is zero.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.type (bid or quote). Inc. 7.

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

Note the following when generating and evaluating report information: o o o o When entering a category search parameter. select Standard Purchase Order.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. Page 198/209 . or All Outcomes. 3. Attribute lists are named groups of line attributes (line characteristics) that applies to a line in a negotiation. 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). Click "Attribute" under the Reusable Lists area of Quick Links on the Negotiations Home page . On the Create Header Atttribute List/Create Line Attribute List page. To create an attribute list: 1. click either Create Header Attribute List or Create Line Attribute List . Buyer cannot create inactive lists . enter a name and description of your list and select a status. To run the Awarded Quotes report.2 Reusable Attribute Lists 7. If Current Price is not available. You can view individual quote details by clicking the quote number. savings is zero. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity.1. Active lists are available for use by buyers during negotiation creation. If you include an attribute list in a negotiation template. On the Reusable Attribute Lists page. 7. the report reflects only the system-hosted catalog item categories. see "How do I run the reports?" Note: For the Auction Outcome report parameter.2.4 What is the Awarded Quotes report? The Awarded Quotes report displays information about the selected RFQs that have been awarded in the system. 2. Amounts do not include lines where award quantity and award amount are unspedified. Any report displaying calculated amounts do not include any RFI amounts.Oracle Sourcing Help 7.

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

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

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

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

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

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

Oracle Sourcing Help 7. Unless protected. Clauses are drafted based on both business and statutory requirements.2 “About the Contract Terms Library”). Prior to approval.9. or you can leave the clauses in draft form. Page 205/209 . Standard Clauses A standard clause is a clause defined in the Library (See Appendix 7. 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. A non-standard clause is a clause that you create to add in directly into the business document. In order to make standard clauses available to be used in business documents. the text of a standard clause in the business document can be changed. Non-Standard Clauses Non-standard clauses exist only in business documents. or a standard clause that you edit and make non-standard. After you apply the contract template to a business document.9 About Contract Templates Oracle Contracts enables you to define a standard set of templates to easily default terms and conditions for contracts authored by your organization. 3. 2.9. You can either approve clauses before adding them to the contract template. at which point the clause becomes a non-standard clause. Add the clauses to a contract template. you must perform the following steps: 1. all the clauses in the contract template automatically become standard clauses in the business document. not in contract templates. the contract template can contain both approved and draft clauses. 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. Apply the contract template to a business document. Approve the contract template. You can create templates that include both clauses and deliverables. You can create and modify standard clauses in the Library. 7.

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

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

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

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

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