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

................... 98 2..................................... 108 2.................2.......................................... 93 2...............................................1 How do I access negotiations? .3.13 What are global agreements.. and how do I use them?......................3......10 How do collaboration teams work? ...1...........4............................... and how do I use them in my negotiation?.. 114 2.......1.... 99 2............6 ........................3 Monitoring Negotiations........... 107 2.......................4..... 106 2......... 107 2...............4.........4 What are Your Negotiations at a Glance?.........3........... 96 2........3.....1 What are some negotiations strategies I can use? .4..............................................4.....4.....................4....................................1.................4 Additional Creation Topics .....12 How do security levels work? .......1....................... 102 2..................1............ 102 2.......7 How do I analyze the responses I have received?...9 What are amount based line types.......1.................4....3..............7 What are price breaks.............3.......1......................... 92 2......2..........................................................3........................................... 117 Page 5/209 2....3.....2 Using Oracle Services Procurement and Oracle Procurement Contracts....13 What is shortlisting and how do I use it? .2 What is a sourcing event? .................................... 86 2. 84 2... 115 2..... 109 2...... 103 2......10 Can I invite additional suppliers to a negotiation I've already created? .. 106 2.......... 88 2........5 How do I create a deliverable and use it in a negotiation document?.......................9 How do buyers and suppliers communicate while a negotiation is in progress? .........3........4................. and how are they used? ................. 91 2.........2 What kind of services can I negotiate for?........................................ 114 2...........................12 How do I change my auction's AutoExtend settings while the auction is in progress?..14 How do I initiate a new round of responding?...............3.....1.............................1 How do I create a deliverable and use it in a negotiation document?..... and how do I create and use them? ....... 116 2.....7 What are contract terms and conditions......2 How do I monitor the negotiations I have created? ............ and how do I use them?........................................................11 Who can participate as team members? ................Oracle Sourcing Help How do I use price elements? ..................... 105 2............................... 110 2......................... 103 2.........................6 How do I download the responses I have received? ......... 104 2...........1..4 Can I create and save sourcing documents without submitting them? ...........................................1.................3 How do I respond on behalf of suppliers without Internet access?.....3..... 97 2......11 How do I extend a negotiation that is in progress? ....................5 How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line?............ 88 2...3............................................................................................... and how do I use them in my negotiation?..................3...5 2............................................................8 How do I view the backing information for lines AutoCreated from Oracle Purchasing?...........2.......... 98 2.....1.. 100 2........4...................................................2........... and how do I use them?.1................ 112 2..............................................3..... 84 What are Reusable Price Element Lists................4............1................... 100 2............ 96 2........................................4 What are contract terms and conditions......4................................1.................3......... 95 2.1.................................3 Are there any shortcuts available when creating a sourcing document? ............................1...3.......8 What are price breaks......................3.........4..............................1......6 How do I copy a sourcing document?.......................3 How do I define services related lines?............................. 105 2..............

139 2.13 What is contract binding?.....1........................... 130 2.............5......1 Awards by Supplier report ............... 133 2.....................................1...........10 What information is contained on the Award Summary page? ...........................16 How do I cancel a negotiation?......1........................... 131 2............... Sourcing Buyer Intelligence Reports.............................. 120 2.........................6 How do I manually score header attributes? .......2. 124 2..........5 How do I download the responses I have received? ...... or auction? .........................................................................4...........................3 Awarded Bids Detail report ......................... 144 4..4......................................... 124 2........1 Introduction to Sourcing Intelligence....3.4 Awarded Quotes report .......................20 How do I manage deliverables I have assigned to a negotiation?....................................... 142 4...2................2 Savings by Category report...4...............2... 145 4.................2 How do I unlock and unseal a sealed RFQ or auction? ......................1 What is the Awards by Supplier report? . 144 What is the Awarded Bids Detail report? ..........4........5 Searching.................. 137 2.........................................................3............4 Awarding Negotiations .........5............. 142 3..................... 148 Page 6/209 2................................... 144 4.........................19 How do I view the approval history for my negotiation? ..............................3 How do I export data to a spreadsheet? ........1.............................. 143 4.........4.......................1 How do I view the responses I have received? ..... 124 2................................3............................3 What are the different methods I can use when performing awards? .. 147 4. 141 3....................5........................................ 139 2............................2.. 122 2.......................1 How do I update my Sourcing personal options? .............. 143 4...................... 120 2...................7 How do I use a spreadsheet to award negotiation items?................................ 123 2..9 How do I disqualify responses I receive for an RFI.............. 135 2.......... 138 2........... 138 2..3..............................................................................................5 Searching for lines and categories.................. 120 2........3 Searching for draft negotiations ....4..........4...... My Profile ................ 143 4...............2 What is the Savings by Category report?......... 147 4..........4.........4..............4 How do I award business in an RFQ or auction?..................................1 Searching for your negotiations in which you are participating: ................3..........................4.......1................2 What are the Sourcing Intelligence reports I can generate?.....5.................. 140 2..1........7 Searching for lists...............11 Can I see information on my negotiations once I have completed awarding them? .............................4................................15 ....... 127 2.......2 Searching for all negotiations to which you have access:.......................6 Searching for addresses:.................1............1......1................3........ 129 2......... 136 2........................................................2... 147 4..................17 How do I create an amendment to a negotiation? .....2 Intelligence Reports ...........3.....18 How do I print information on my negotiation? ...8 How do I allocate backing requisitions among awarded items? .......................................................1..................... 128 2................................4 Searching for suppliers:................................... 143 4...4...... 133 2. 143 4........................1 What is Sourcing Intelligence? .............12 How do I generate a purchase order document? ...... 145 4................................Oracle Sourcing Help How do I close a negotiation before its scheduled close date and time?.......................... 141 2.1.5............................................................................... 121 2............1.......................................... RFQ......5..1....2...... 124 2.......5........................ 137 2....1 How do I run reports? ................ 137 2.......5...1........................................................1........................ 145 What is the Awarded Quotes report? .......4....................1 How do I search for information on Oracle Sourcing? ........................

150 5... 161 5....................................3 What is the Awarded Bids Detail report? ............................................. 178 6..............................1........................7 How do I view the attachments associated with the negotiation to which I am responding? .............................................................................2 Can international companies participate? ..11 How do I respond to a deliverable defined to a negotiation?.......3.................................................2 How do I use Quick Links?. 177 6..............................................1 Additional Topics ............1.....................10 How do I respond to an amendment to a sourcing document? ..........................1.................. 165 5..............3 How do I track the status of my responses?.............10 What is proxy bidding and how does it work?............. 167 5....4 What is the Awarded Quotes report? ....... 158 5..........3 Searching.....................9 What is AutoRefresh? ..... 158 5......................Oracle Sourcing Help 4............... 164 5.....1 How do I monitor negotiations to which I've responded? ...............2 Monitoring Negotiations...................................................................4 How do I view the details of a negotiation before placing a response? . Additional Information............. 159 5....................14 How do I rebid on an RFQ or auction? .................................... 167 5.. 166 5.............1 What are the benefits of registering and participating in this system? ..........................6 What information is contained on the Rejected Items page?................... 170 5.................12 What is power bid?..............1.........6 How do I submit a response online? .............................18 How do I respond to a deliverable defined to a negotiation?.......1..............2...............................................................................................................2.............2...... 151 5..... 163 5........ 174 5....7 How do buyers and suppliers communicate while a negotiation is in progress? .............................2.1...............1..............................................2........... 154 5..................1......1...................8 How do I use item attributes and price elements when responding to a negotiation? ......... 149 5................2............................ 179 6......... 176 5....................... 152 5....................... 170 5...1 Responding to Negotiations.... 177 5...... 150 5......11 How do I turn off proxy bidding? .......................... 173 5............2.... 172 5................ 179 Page 7/209 .................................................................... Help for Sourcing Suppliers.........1.............................5 What information is contained on the Awarded Items page? ....8 How do I turn off proxy bidding? ............... 167 5........2............2.1.........................................................1................. 161 5......................................1............................................1... 159 5..........1..2.....2..........1 How do I search for negotiations? .................9 How do I print information on my negotiation? ..................................................................................................................... 167 5..3 How do I respond to a negotiation? ...1..............13 How do I download a spreadsheet and respond offline?. 148 4.............1 How do I access negotiations? ....................1..15 How do I respond to a negotiation that has gone to an additional round of responding?........................1.................................... 175 5..............2 How do I use Quick Links?.....2.5 How do I respond to a Request for Information (RFI)?..........................................1........................................ 178 6...........1........... 163 5......... 152 5...... 168 5..................................................2.........................................2.. 164 5.....19 How do I respond to a service-related line?............. 150 5......................................1............................... 153 5............................ 162 5.......1...........................12 How do I respond to a service-related line?.........17 How do I respond to an amendment to a sourcing document? .....................16 Why would a negotiation have special terms and conditions? ......4 What information is contained on the Disqualified Responses page? ..... 178 6..................................3 What is a WinZip (or zip) file? ....... 169 5....................

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

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

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

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

1.1. Prices are established based on actual supply and demand at the time the negotiation is transacted. who might never meet face-to-face.requests for quotations (RFQs).6 “How do I copy a sourcing document”) Multiple Currency support (See Section 2.3.2.1 Frequently Asked Questions: Oracle Sourcing 1. The four different types of sourcing documents available . Buyers can use the information obtained to subsequently conduct an RFQ or buyer's auction. and then use that information to create negotiations that drive prices based not only on price.1.2.16 “Why would a negotiation have special terms and conditions?”) RFIs Oracle Sourcing allows buyers to qualify a wide group of suppliers and their products and services using RFIs. “How do I create and edit negotiation templates?”) and Copy features (See Section 2.2.Oracle Sourcing Help 1.1.1. and buyer's auctions.4.2. but on lead times.7 “Can I accept responses in multiple currencies”) Multiple Language support Notes and Attachments (See Chapter 6. Buyers and sellers.1.1 What is Oracle Sourcing? Oracle Sourcing offers flexible negotiation capabilities to buyers and sellers. quantity. Common Functionality All sourcing document types have the following common functionality to simplify the negotiation creation process: Reusable Attribute Lists (See Appendix 7.2 “Glossary”) Terms and Conditions enforcement (See Section 5. Buyers use real-time interaction to obtain information on suppliers' products and services. Page 12/209 . requests for information (RFIs).4 “How do I create and edit a reusable invitation list”) Sourcing Template (See Section 2.1.2 Getting Started with Oracle Sourcing 1. enabling them to efficiently obtain the best possible prices for goods and services. and item-specific attributes.2. can bypass intermediaries and establish relationships that might not have been possible using more traditional methods of buying and selling.1 “How do I create an attribute list?”) Reusable Invitation Lists (See Section 2.

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

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 .

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

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

1.10) Bidding (See Power Bidding (See Section 5. terms and conditions. Page 17/209 . The details of the document such as the controls. Multiple Quotes The RFQ business process allows suppliers to submit a single quote per round.1.1.8) Extend/Early Close (See AutoExtend (See Section Section 2. Multiple If allowed by bidders may multiple bids.3 What time saving functions are available to me when creating negotiations? There are many ways you can streamline the creation of sourcing documents: Copying an existing document You can copy documents that you.1.15) scheduled close Minimum Bid date. or any other users in your organization.2) Information obtained during the RFI can be used to create a new negotiation document.11) Buyers can Manual Extend (See manually extend Section 2.8) 5.1. Bids buyer. Decrement/Increment (See Section 2.1.4. Manual Extend/Early Close (See Sections 2.8) RFIs use item attributes to solicit item information from suppliers.11/2.1.7) 2.10) Price Elements Attribute Based Bidding (See Section (See Section 5.2.7) 1.1.15) Buyers can manually extend an RFI or close an RFI earlier than the scheduled close date.1.4.4. and invitation list are copied into a new document which you can edit if necessary.1.11) an RFQ or close an RFQ earlier Early Close (See Section than the 2.3.1.4. submit Other Proxy Bidding (See Attribute Based Section 5.3.8) Section 5.1.11) Price Breaks (See Section Price Breaks (See Section 2. item information.4.Oracle Sourcing Help Attribute Based Bidding (See Section 5.8) Price Elements (See Manual Section 5.11) 2. have previously created.4. Convert to negotiation document (See Section 2.1.1.

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

These attributes represent important aspects of the item for which the buyers need information from their suppliers. From this page. From this page you can access and edit any of your draft negotiations. 1. or display only. these attributes can be either required.2. Depending on the setting chosen during the negotiation creation. How do I continue working on it? You can continue working on a document saved as a draft by After clicking Save Draft. Suppliers reply to the item attribute. that allow bidders/suppliers not only to respond to the price. 1. called item attributes. quantity.1. When creating an RFI.5 Are reusable invitation lists and reusable attribute lists shared across all three negotiation types? Yes. in essence "answering" the buyer's question. but also to other features salient to each item. You are granted exclusive control until you release it. ensuring that only one user can work on a draft at any time. you see the Confirmation page.2. and delivery. The document is released when Page 19/209 . optional.1.2. you can click "Manage Draft Negotiations" to access the Manage Draft Negotiations page. 1. Item attributes and their responses comprise the heart of the RFI process.6 What is attribute based negotiation and how can I use it? Attribute based negotiations enable buyers to define multiple item-specific characteristics.1.1.2. buyers define attributes for negotiation items. 1. these lists are shared across all document types and can be accessed by the buyer as required.Oracle Sourcing Help 1.8 How do I stop others from editing a draft negotiation I am working on? Every time you edit a draft negotiation the system automatically locks the document. you can click "Continue editing your draft." Alternatively.1.2. 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.7 I just saved a negotiation as a draft 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. 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.

1.1.1. Each has its own benefits: Page 20/209 . 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. Negotiations with Round Completed are not available for awarding.2. (The original creator can always unlock a draft. You can save an negotiation as a draft as soon as you get to Step 2. 1.) Another user removes the lock. You delete it from the Manage Draft Negotiations page. However. (Users with the appropriate function security. Negotiations lines entered directly in Oracle Sourcing can include item numbers and item revisions if the item information was retrieved from the Item Master.2.Oracle Sourcing Help You save it.10 If I have saved a draft of a new Quoting/Bidding round.1. It is removed from the system. 1. you are not required to enter any information. The system automatically updates the status of the previous round to Closed.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. What are the differences? You can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing.1. the system automatically updates the status of the previous round to Round Completed. The draft creator selects the draft and clicks Unlock on the Manage Draft Negotiations page. you can delete the draft for the new round from the Manage Draft Negotiations page.2.11 Why do some items in my negotiation have item numbers and others do not? Item numbers and item revisions appear if the negotiation item is AutoCreated from a requisition line having an item from the item master. making it available for award. The information from the previous round is enough to save a draft. can unlock draft auctions/RFQ which were locked by other users.) 1. If you wish to create a draft for a new round. You submit it (the draft becomes a valid negotiation in the system). such as the Sourcing Super User.2.

Custom attributes having weights and scores are called weighted attributes and require a response. As responses are received.13 What happens if I cancel a negotiation having backing requisitions in Oracle Purchasing? As soon as you cancel a negotiation with backing requisitions. breaks. Scores are numbers between zero and 100 and are assigned to each possible attribute value or range of values. 1. The old Sourcing negotiation number remains on the requisition line until a buyer creates a new negotiation using the requisition. Page 21/209 . 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. It then ranks the scores for the same item from different respondents based on a Price to Total Score ratio. The higher the weight. 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. the more desirable the attribute value or range of values. quantity. This allows the buyer to define the relative importance of each attribute by assigning weights to these attributes and scores to expected values for each attribute.1. 1. New buyers can then manage the requisitions as needed. The higher the score.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. monitoring analysis and RFQs/auctions in Oracle Purchasing Integrated with the item master RFQs can be created by copying from blanket agreements Online Quoting/Bidding possible Spreadsheet Quoting/Bidding possible Suppliers can quote using EDI Buyers and suppliers can negotiate on Buyers and suppliers can create price price elements. the requisitions become available again to AutoCreate in Oracle Purchasing.2.1. Scores represent the desirability of that attribute value or range of values compared to other values.Oracle Sourcing Help RFQs/auctions in Oracle Sourcing Real time bidding. Weights and scores can be assigned to the custom attributes. or need-by date. The goal of scoring is to motivate a respondent to respond with quotes/bids most closely matching the desired attribute values.2.

it offers the best value for the money. 1.16 What is the difference between Price-Only and Multi-Attribute Weighted Scoring RFQs/auctions? In a price-only negotiation.1.17 Can I accept multiple currencies in my negotiation? Yes. The buyer can still award the item regardless of the ratio.2. Though suppliers in a multi-currency negotiation can submit responses in several currencies. you can allow bids or quotes in currencies other than the negotiation currency. the negotiation currency defaults to the functional currency defined for your operating unit. 1. To lower the ratio for an item included in a bid.1. item attributes can be scored and weighted. suppliers can quote/bid on price.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. When you create a new negotiation. however.2. quantity. In other words. the system will automatically convert the responses to the negotiation currency. delivery dates and attributes of an item. reflected in the Price to Total Score ratio. A buyer can view bids plotted on a Price to Total Score graph to assist in analysis of quotes/bids. but it offers the lowest price per point of score. It is the ratio of Quote/Bid price of an item to the sum of the weighted scores of all the Quote/Bid values submitted for that item.15 What does the Price to Total Score ratio mean? The Price to Total Score ratio is calculated only for Multi-Attribute Weighted Scoring RFQ/Auctions and is used to rank quotes/bids.2. In a Multi-Attribute Weighted Scoring negotiation. The lowest ratio receives the highest rank. The winning response is decided based on the buyer's definitions of the relative importance of item attributes.1.1.Oracle Sourcing Help 1. the buyer can still award the negotiation to any supplier regardless of the Price to Total Score ratio values. However. 1. you can invite these users Page 22/209 . they are allowed to respond in only one currency per response. Whenever you view the responses you have received. The lowest ratio among competing responses may not offer the lowest price. the system ranks the supplier only on the basis of price.2. the bidder/supplier must lower the Quote/Bid price for the item and/or submit responses to the weighted attributes that increase the total score for the item. In both price-only and Multi-Attribute Weighted Scoring negotiation.

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

Search for and select the supplier company name by using the flashlight icon (if the supplier company information does not exist within the system. and participate To inform them about the newly updated close time To inform about the extended close date/time newly Early close of an All invitees and suppliers RFQ or auction Extend close date/time of an All invitees and suppliers RFQ or auction Page 24/209 . On the Register an External User page.1. click "Register a Supplier User.19 How can I invite suppliers to participate in my negotiation? You can invite suppliers to participate in your negotiation by selecting them from the Supplier Master or by applying predefined invitation lists. 1. 3." 2. Click Register. Event Recipient Purpose To inform them that the negotiation is open for previewing or bidding To invite them to acknowledge intent. 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. From the Portal 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. acknowledge intent.2.1.2. can directly register and approve users. You receive a confirmation that the new user has been registered. enter the required information. 1. Invitations are automatically sent to each supplier. a buyer with the appropriate authorization can add the company to your Supplier Master).20 What is the purpose of notifications? Who receives them and when? Notifications are used to communicate specific events to users.

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. or all a certain Quote/Bid has been quote suppliers in the sealed disqualified RFQ. and the close date.21 When does an invitee receive a reminder email notification? If companies do not acknowledge participation by a certain time. The negotiation duration is the length of time between either the preview date (if the buyer specified one) or the open date. they receive a reminder email notification once the negotiation has opened for either previewing or responding.1. Negotiation Duration Reminder Email Sent Equal to or less than One hour after the Preview/Open Date 24 hours Page 25/209 .Oracle Sourcing Help Disqualify a bid or Supplier whose response To inform the supplier the bid has quote has been disqualified been disqualified All bidders in the open and To inform all bidders/suppliers that Disqualify a bid or sealed auction. When the reminder gets sent depends on the duration of the negotiation.

Oracle Sourcing Help More than 24 hours but less than one One day after the Preview/Open Date week Equal to or longer Three days after the Preview/Open Date than one week Notes: If the buyers manually advance the close date to before the original reminder time. If additional companies are added before the original reminder time. 1.2. these new invitees receive reminders at the original time. then invitees do not receive a reminder. However. Bulk loading is also useful if you respond in similar negotiations that occur repeatedly.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.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. Otherwise. 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. Page 26/209 .2. canceled or deleted before the reminder time. they receive it at the original reminder time.1. If the buyer starts another round of negotiation before the reminder time. You cannot respond to any negotiation that your company owns. 1. It is not mandatory to acknowledge your intent before submitting responses.2. Such acknowledgments are intended to enhance communication between buyers and suppliers and inform buyers of the potential participation.1. however. you can download a spreadsheet which you can complete offline to specify your response information. if they are added after the original reminder time. If the negotiation is closed. the reminder is not sent.23 Can I respond to a negotiation created by someone in my company? No. you can upload it to enter your responses into the system to.1. Once you have completed this spreadsheet. you can respond to negotiations created by your company's affiliates. 1. then invitees do not receive any reminder. they do not receive reminders.

Oracle Sourcing Help 1. click the response number link to view the information on that response including the corresponding purchase order created for that response. Page 27/209 . you can enter a maximum of 2000 characters. Any user assigned the appropriate job function can add suppliers to an RFQ or auction any time before the close date and time. As the system administrator. Click the Administration tab.2.2. This displays all purchase orders for a particular negotiation. 1. You can check your Notifications for the Purchase Order Creation Notification.1. 1.25 Can I invite additional suppliers to an RFQ or auction I've already created? Yes.26 How many characters can be entered into the Item Description and the Note fields? For an Item Description field. For a Note field. You can search for the purchase orders in Oracle Purchasing by entering the negotiation data. the negotiation number.1. You can also search Oracle Purchasing by entering the original requisition information.1." Select the indicator and specify whether users can override your selection. you can require a particular indicator be used for all negotiations. for example.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. On the Negotiations Summary page.2.27 Can the system administrator require buyers to use a certain rank indicator? Yes. you can enter a maximum of 240 characters. On the Award Summary page. and then click "Negotiations Configuration. access the negotiation whose associated purchase orders you wish to see by entering the negotiation number into the Search Negotiations fields.1.2. select Award Summary from the Action menu and click Go. which includes the purchase order numbers along with other information. In Oracle Sourcing. 1.

RFQ Capabilities RFQ templates (See Section 2. RFQ monitoring (See Section 2. The RFQ process usually lasts days or weeks through multiple rounds of negotiations.1. The suppliers' responses to the RFQ allow the buyer to compare quotes and negotiate the best price and specifications for the good or service. Steps in the RFQ process include: 1.4. suppliers are immediately notified of the results via online notifications. 4. buyers can review quotes and award the RFQ or submit a modified RFQ for another round of quoting. Once the RFQ is completed.3 “How do I create and edit negotiation templates”).Oracle Sourcing Help 1.Suppliers view the RFQ details and submit their quotes online. RFQ modification or awarding (See Section 2. RFQs supports both blind and sealed RFQs.1.4 “How do I create and edit a reusable invitation list”).2.5 “How do I use price elements”). Reusable invitation lists (See Section 2.2 “How do I monitor the negotiations I have created”). Suppliers cannot view competing quotes while the negotiation is in progress.2 Getting Started with RFQs RFQs support the full business process to solicit quotes from suppliers.2. Page 28/209 .3 “How do I respond to a negotiation”). RFQs typically consist of multiple rounds with competition focused on whether supplier(s) can meet the specific requirements. Quote preparation and submission (See Section 5. Buyers initiate RFQs that may include multiple line items by publishing the RFQ and inviting suppliers. RFQ creation (See Section 2. RFQs enable buyers to collect quotes from suppliers for complex and hard-to-define items or services.1. Once suppliers have submitted an initial round of quotes. RFQ is typically used for complex items or services such as made-to-order manufacturing items or construction projects.1.5.1 “How do I create a new negotiation”).2.1. Reusable attribute lists (See Appendix 7. Price elements (See Section 2. 3.3.1.4 “How do I award business in an RFQ or auction”).1 “How do I create an attribute list”).2. 2.Buyers can monitor real-time quote activity and take appropriate action. Buyers analyze the quotes and either award the RFQs or modify the RFQs and open them for another round of quoting.

Manual extend (See Section 2.3.8 “How do I use item attributes and price elements when responding to a negotiation”). Multiple RFQ styles: blind or sealed (See Section 6.4.4 “How do I award business in an RFQ or auction”).1. Graphic RFQ monitor (See Appendix 7.1.1. Sourcing Events (See Appendix 7.5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”).16 “Why would a negotiation have special terms and conditions”) Quoting online (See Section 5.6 “Why are some RFQs and auctions associated with a sourcing event”).4. Online or offline awarding capability (spreadsheet awarding).15 “How do I close a negotiation before its scheduled close date and time”). Real-time status updates Notes and attachments (See Section 6.14 “How do I initiate a new round of responding”).Oracle Sourcing Help Price breaks (See Section 2.5. RFQ.2 “Glossary”). Monitoring quote activity in real-time (See Section 2.16 “How do I cancel a negotiation”)and Disqualifying quotes (2. Terms and Conditions enforcement (See Section 5.1.11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2.7 “What are reusable price elements and how do I create them”). Capture Total Cost (See Appendix 7.6 “How do I submit a response online”) and offline (spreadsheet quoting).1.9 “How do I disqualify responses I receive for an RFI. Multi-round quoting (See Section 2. Quote comparison (See Section 2. Canceling RFQs (See Section 2. (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 5.4.1.2 “Glossary”). Integration with Oracle Purchasing (See Section 2.13 “How do I download a spreadsheet and respond offline”).4. or auction”).4.2 “How do I monitor the negotiations I have created”). Page 29/209 . (5.4.7 “What are price breaks.14 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”). and how do I use them”).5.

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.4 What are the Quote Currency and the RFQ Currency? RFQ Currency The RFQ currency is the functional currency for the set of books of the organization under which the RFQ was created. you can submit multiple quotes within the same round. This allows you to create your multi-line RFQ quickly. Quote Currencies Additional currencies in which quotes will be accepted.3 Frequently Asked Questions: RFQs 1. An RFQ buyer can setup an RFQ to accept quotes in multiple currencies by selecting the RFQ currency and then identifying any Quote currencies in which quotes will be accepted.3.1 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.3. ensuring the integrity of the submitted RFQ items.3.2. The Unseal Date is the date when the buyer unseals the unlocked RFQ allowing the suppliers to view the quotes as well. It is the RFQ buyer's reference and review currency. you can upload items using a spreadsheet. Suppliers can choose the Quote currency in which they will place their quotes.2. In a Multi-Attribute Weighted Scoring RFQ. Quotes are converted to the RFQ currency for quote review.Oracle Sourcing Help 1. 1. 1. 1.3.2. The system validates the data.2.2. 1. You can prepare your list of RFQ items offline and upload the completed spreadsheet. but you must enter the weights and scores for an item's scored attributes online. but quote disqualification is at the discretion of the buyer.3. Page 30/209 .3 Can I cancel or retract my quote? No.2.2 Can I submit multiple quotes per round? If allowed by the quote controls. You can contact the buyer who created the RFQ and ask to have your quote disqualified.

2. you can enter a Promise Date to differentiate your response from other competing responses. you can enter the address in the Additional Contact Email field during negotiation creation. You can invite suppliers by selecting them from the supplier master list. 1.6 What is the most efficient way to quote on many line items in an RFQ? If an RFQ consists of many line items.2. When Promise Date is an optional response.11 Can I invite additional suppliers to subsequent rounds of an RFQ? Yes. you can invite additional suppliers by using the same process employed during the initial RFQ creation. 1.3. Page 31/209 .3. An automatic invitation will be sent to each invited supplier. In an RFQ whose outcome is a blanket purchase agreement. When creating additional rounds for an RFQ.2. completing multiple item attributes. This is one of the feature of RFQs and mirrors the general off-line behavior of this negotiation model.Oracle Sourcing Help 1. 1. Suppliers complete the quoting process by uploading the spread sheet back to the system. 1.2.2. spreadsheet items are validated to ensure the integrity of the submitted quote. and why would I enter one? In an RFQ whose outcome is a standard purchase order. the Promise Date is required only if the RFQ uses multi-attribute weighted scoring and Promise Date is one of the scored attributes. During the upload. See How do I invite suppliers to my RFQ or auction? for details on identifying contacts. 1. the Promise Date is optional.10 How can I invite a group of people from a supplier? Ask the supplier (or a supplier contact) to create a group email list that includes all the individuals who should receive the negotiation notifications. Promise Date is an required field.3. Once the supplier has provided you the email address.2. the most efficient way for a supplier to quote is to use a spreadsheet to download the contents of the RFQ and prepare the quotes offline.7 How can I view the quote values for all the price elements of an RFQ item? You can view the quote values for an item's price elements from the Negotiations Summary page. In all other cases.3.8 What is the Promise Date. Downloading the RFQ contents allows suppliers to quickly respond.3.3.9 Is an RFQ always blind or sealed and why? An RFQ is always either blind or sealed.

3. select Close Early from the Action menu to close the RFQ. you can manually close your RFQ earlier than the original close date/time. you can use the Graphical Monitor to view quotes.3.2. can I see who is bidding? In a sealed RFQ. 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 . 2.2. On the Negotiations Summary page.12 In a sealed RFQ.15 How do I start another round of quoting in an RFQ? Once an RFQ has been closed.2. you can see how many quotes are being placed. Use the negotiation number in the Search Negotiations fields on the Negotiations Home page to access the negotiation.3.2. none of the details are available for viewing by any suppliers. 1. however. you cannot see either the name of the respondent or the details of the bid until you unlock the RFQ.Oracle Sourcing Help 1.14 Can I close my RFQ earlier than the original close time? If you select the Early Close option when specifying quote controls. Once the buyer has unlocked and unsealed the quotes. you can start another round of quoting. 1.13 Why can't I see the graphical monitor in a sealed RFQ? While an RFQ is sealed. On the Start New Round page. 1.3. 1. Select Start New Round from the Action Menu. 3.

3. Auctions enable buyers to solicit bids for goods and services that are clearly defined. typically a matter of a few days. the business terms and conditions and intended bidders.1. the bidding process moves quickly which results in increased competition. 2. Bidders participate in the auction by viewing the Page 33/209 .The buyer defines the auction and includes all the auction item information. Negotiations allows buyers to establish either public or private auctions to meet the specific needs of buyers.1. Creating the auction (See Section 2. flexible auction capabilities to buyers so they can efficiently obtain the best possible price for goods and services.1. Prices are established based on actual supply and demand at the time the auction is transacted.3 “How do I respond to a negotiation”). quantity and item-specific attributes. Auctions allow real-time interaction to drive dynamic prices based on information that extends beyond price to include lead times.2.2. Steps in the auction process include: 1. Because most auctions are open for short periods of time.1 “How do I create a new negotiation”).16 Can I modify an initial RFQ for the next round? You can modify the following information for each round of an RFQ: Preview date/time Open date/time Close date/time Award date/time Need by date List of invited suppliers Attachments 1. Auctions last for a set period of time. although the close time can be extended manually or automatically based on last minute bids.Oracle Sourcing Help 1.4 Getting Started with Auctions Getting Started with Auctions Auctions offer complete. Auctions are typically focused on creating competition between bidders. such as office furniture or memory chips. Responding to the auction (See Section 5.

The buyer analyzes the bids and awards the auction based on the price.4.7 “What are reusable price elements and how do I create them”). Attribute based bidding (See Section 5. Minimum Bid Decrement/Increment (See Section 2.4.12 “What is power bid”).7 “What are price breaks.2.3.5.11 “What are response controls”). Auction features include: Auction templates (See Section 2.8 “How do I use item attributes and price elements when responding to a negotiation”). Reusable invitation lists (See Section 2.1 “How do I create an attribute list”).2.The buyer and all other participants can monitor the real-time activity during the auction and take action as necessary. Sourcing Events (See Appendix 7. If permitted by the auction rules.1.Oracle Sourcing Help auction items and submitting bids online. bid quantity.1.2 “How do I monitor the negotiations I have created”). bidders are immediately notified of the auction results via online notifications.3. Reusable attribute lists (See Appendix 7.1. bid attribute value(s).1.4 “How do I award business in an RFQ or auction”). Multiple Auction styles: open. Evaluating and awarding bids (See Section 2.3 “How do I create and edit negotiation templates”).1. Power bidding (See Section 5.6 “Why are some RFQs and auctions associated with a sourcing event”).2 “Glossary”). Price elements (See Section 2.1.4 “How do I create and edit a reusable invitation list”).5 “How do I use price elements”). bidders can view competitive bids during the auction. Monitoring the bid responses (See Section 2. 4. Capture Total Cost (See Appendix 7. Autoextend feature (See Section 2. Page 34/209 . blind or sealed (See Section 6. Proxy bidding (See Section 5. Once the auction is completed.11 “What are response controls”).4.10 “What is proxy bidding and how does it work”).1.1.1.2.1. and how do I use them”).15 “How do I close a negotiation before its scheduled close date and time”).1. 3. Price breaks (See Section 2. Manual extend (See Section 2.11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2.

9 “How do I disqualify responses I receive for an RFI.4. Purchase order generation Real-time status updates Bidding online (See Section 5.Oracle Sourcing Help Canceling auctions (See Section 2.4.13 “How do I download a spreadsheet and respond offline”). Online or offline awarding capability (spreadsheet awarding). Monitoring bid activity (See Section 2. or auction”). Page 35/209 .2 “How do I monitor the negotiations I have created”).5. (See Section 2.2 “Glossary”).5.1. Integration with Oracle Purchasing (See Section 2.4 “How do I award business in an RFQ or auction”).16 “How do I cancel a negotiation”) and Disqualifying bid (2.4.4 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”).1.1. (5.5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”).1. Graphic Auction Monitor (See Appendix 7. RFQ. Bid comparison (See Section 2.6 “How do I submit a response online”) and offline (spreadsheet bidding).5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Notes and attachments (See Section 6.

The auction to which they are responding is not owned by their company 2.5. All registered users in a company can bid on the same auction.Oracle Sourcing Help 1. The target price is the price you hope to pay for one unit of an item.5 Frequently Asked Questions: Auctions 1.2.5 Can someone in my company award an auction that I create? If granted the appropriate authorization.5.2 What is the difference between Quote/Bid start price and target price? When creating a new RFQ or auction. but only the buyer can see the identity of the bidder. 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. They have the appropriate function security (See Section 6.4 “Why can't I access some pages.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. You can elect to display the target price to participants. 1. Page 36/209 . provided that: 1. The bid controls for this auction allow multiple bids per round . and 3.5. someone else at your company can award an auction created by you.1 What are the different auction styles? The buyer can choose from three types of auctions: Open: everyone can see the bid content.4 What is the target price used for? The target price is mainly used for internal performance analysis for the buyer.2. buttons. Everyone can see the bid content once the auction is unsealed.2. 1. Buyers are not required to designate a target price for every item. links.2. 1.5.2. 1.3 Why isn't there a target price for every item? Target price is an optional value. 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.6 Can two people from the same company bid on the same auction? Yes.2. Note: Two people from the same cannot quote in the same RFQ. 1. The buyer can also choose to display the target price to the bidders for reference. or task bar options”).5. The buyer can see the bids once the auction is unlocked.2.1.

or auction has closed. you might want to send invitations to increase specific suppliers' awareness of your RFQ/auction and encourage participation. RFQ.1. can they view each other's bid details? Depending on the auction style. Page 37/209 .5.5.Oracle Sourcing Help 1.7 When two respondents from the same company place bids. 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).2. After you initiate a new round of responding. and your RFQ/auction appears in that supplier's "Open Invitations" list of invitations. why would I invite suppliers to participate? For a public RFQ/auction.13 “How do I invite suppliers to participate in my negotiation”) to participate.5. you are not required to send invitations to any suppliers.9 How do I initiate a new round of quoting or bidding? After your RFI. When you invite a supplier (See Section 2. However. 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) 1.8 If my RFQ/auction is open to all suppliers.2.1. none of the previous responses submitted are available for awarding.2. 1. that supplier receives an e-mail notification about your RFQ/auction.

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

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

o Possible Date Modifications *Open Date Date and time you want the new round of responding to begin. 6. If there are approvers defined for this document. o Response Controls Modify other Response Controls as necessary. Additionally. any uninvited suppliers who responded in the previous round are also automatically added to the invitation list for the new round. You can remove any supplier from the invitation list for the new round.5. Page 40/209 . RFQ. they are automatically added to the invitation list for the new round. o Possible Invitation List Changes If you invited suppliers in the previous round. You can also choose to open the negotiation for preview immediately.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.2. You can also add new suppliers. Review your updated negotiation information. Click Controls to modify negotiation control information. Click Review. click Publish. 1. RFQs or auctions opening in the future. 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. You can also choose to open the negotiation immediately.Oracle Sourcing Help 5. click Submit for Approval. Click Suppliers to modify your invitation list. Note that you have to specify a new closing date. Award Date (RFQs and auctions only) You can choose to enter a new award date/time if this differs from the timing in the previous round of negotiation. *Close Date The new date and time the RFI. Preview Date For RFIs. or auction closes. 7.

12 Why can't I always view scores and weights set up by the buyer? The buyer can optionally hide scores and weights from the bidder.5. however.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. a company can place one bid in each round when being invited to that round Page 41/209 .16 What is a Single Best Bid? A Single Best Bid is a response to an auction that allows only one bid per company.A bidder must submit a single. no other user at the same company can bid. 1.2.15 How do two bids with the same score get ranked if the prices are the same? The earliest bid gets a higher rank.2. if Bidder B bids triggering a proxy bid for Bidder A and the resulting bid results in the same Price to Total Score ration. that is. When the buyer hides scores/weights.5.2.5. 1.2. best bid" is selected for a multi-round auction.5.5. AutoExtend extends the duration automatically if new bids are received in the closing minutes of the auction.2.2. The response is at the company level.5. You can also define the total number of auto extensions and the extension period.Oracle Sourcing Help 1. is up to the discretion of the buyer. once one user at a company responds. For example. 1. You can specify whether the auction is extended from the original close time or from the time when the winning bid has been received. Manual Extend allows you to manually extend your auction close date/time before the auction closes.13 Why are display-only attributes not visible in the Bid Compare page? Display only attributes are used to convey information to bidders. 1. the bidder can only view the resulting Price to Total Score for a bid. Bid disqualification. Bidder B receives the higher rank because the proxy bid was created by the system after Bidder B's bid. 1. When the bid control "No .11 Can a bidder retract a bid? If a bidder has submitted. Bidders cannot respond to display only attributes so there is no value for comparison. You can also specify if the autoextend is for the entire auction or particular line items. the bidder can contact the buyer and ask to have the bid disqualified.

Comment Proxy Bid Power Bid Feature Use Repeated automatic bidding.2. You can setup the Proxy Bid Decrement for an auction. When the bid reaches the Proxy Bid Minimum.17 What is the difference between Proxy and Power Bidding? Proxy Bid You can define price parameters that allow the system to automatically rebid on your behalf. The system Speeds up the bidding process rebids until proxy is by simultaneously updating the canceled or minimum bid prices for all bid items. or Proxy Bid Minimum. you can revise bids for all items on which you have previously bid by a specified percentage. This is a very useful feature when your goal is to win all auction items. Once you have placed a proxy bid. you cannot change any bid information (including responses to item attributes) until the Proxy Bid Minimum is reached unless you cancel the proxy. you can set new Proxy bid parameters or bid manually. This allows you to streamline the rebidding process when you have bid on several items in the same auction. When you use Power Bid. and the bids must be submitted quickly. Power bid is not available for any auction items having price elements. or near the end of an auction period when there may be a time constraint. as well as the limit price. Power Bid When rebidding. Therefore if you are bidding in a Multi-Attribute Weighted Scoring auction. for each item. Proxy bidding is not available for any auction item that has price elements. Once the limit price is reached. all of the bids in an auction will be decreased by the percentage specified. 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 . the bidding automatically stops.Oracle Sourcing Help 1. you cannot update attribute responses to better your score although proxy bid will rebid to better a price.5.

a bid can be beaten based on the Price to Total Score ratio without triggering a new proxy bid. Supplier A's proxy is not triggered. This bid (94/100) is better than Supplier A's bid (95/90). Supplier A's proxy is triggered to place a new bid of USD 84. but since Supplier B's bid price is still higher than Supplier A's bid price.2. Since Supplier B's bid price is less than Supplier A's bid price. 1. not just the bid price.00. since proxy bids are generated based only on the price of the competing bid.2.5. Supplier B then bids USD 94. Supplier A's proxy will only be triggered again if there is a bid with a price lower then USD 84.00 and a proxy minimum of USD 75. Supplier B then places another bid of USD 92.5.18 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. Page 43/209 . This bid (84/90) is now the winning bid.00 with a score of 100 for the same item. Supplier B's bid is the winning bid even though the bid price is higher. However. You may need to cancel the proxy bidding process to redefine attribute information to improve your price to total score ration.00.00) has not yet been reached. Supplier A places a bid of USD 95. you may need to closely monitor Multi-Attribute Weighted Scoring auctions which also use proxy bidding. a proxy bid decrement of USD10. For example.00.Oracle Sourcing Help 1. To avoid these situations. Therefore.00 with a score of 90 for the item. he cannot modify any attribute responses to try to improve his score. Supplier identities are never revealed to other bidders.00. And since Supplier A's proxy minimum (75. Now Supplier B's bid (92/100) is better than Supplier A's bid (84/90).19 Can a bidder see the names of the other bidders? Bidders cannot see other bidders' identities.

1. RFQs.1. Page 44/209 .1. RFIs can be taken to multiple rounds until the buyer has enough information to identify supplier(s) with which to deal.7 “What are contract terms and conditions.11 “What are response controls”) Enter Your Terms and Conditions (If Oracle Procurement Contracts is bought and licensed) (See Section 2.Oracle Sourcing Help 2. RFQ.2 How do I create a new Request for Information (RFI)? RFI's are used to qualify suppliers and their goods and services for subsequent procurement activities.1.1.1.1. Define Your Response Controls (See Section 2.13 “How do I invite suppliers to participate in my negotiation”). There are four main steps to creating a new negotiation: o o o o Create Your Negotiation Header (See section 2. and Buyer's Auctions 2.6 “What information must I provide to create my negotiation header”).1.4.9 “How do I add lines to a negotiation”). This allows you to return to the creation process at a later time or have multiple people working on the same negotiation. 2.1. 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.1. Help for Sourcing Buyers 2. Enter Negotiation Lines (See Section 2. o If you have previously created an RFI. the information contained in the RFI can be copied into an RFQ or buyer's auction. RFIs are used more for gathering information on goods and service provided by a supplier than to lock in particular price information.1. RFQs.1 Creating Negotiations 2.1 How do I create a new negotiation? Use the instructions on this page to create Sourcing negotiations (RFIs. you can save time by copying an existing RFI/RFQ/Auction. Therefore.1 Creating RFIs.1. and how do I use them in my negotiation”) Invite Your Suppliers (See Section 2.1. or auction. You can also create new negotiations quickly by applying a negotiation template. At the conclusion of the RFI cycle.1. and buyer's auctions). You can create a negotiation and save it as a draft before submitting it.

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

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

you can use requisition information in Oracle Purchasing to create a draft sourcing document that you can then access and edit. The table below shows some of the operations available Sourcing Buyers and Sourcing Suppliers by using Quick Links.1. When using AutoCreate.1.1. Simply clicking the link takes you to the page where you initiate the operation. The links are organized by task and negotiation type so you can find the link for the task you wish to perform. The backing requisition information is carried over from Oracle Purchasing and used throughout the creation process. 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. The AutoCreated document is assigned a document number. Once you have identified the requisitions in which you are interested. 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 2.3 How do I use Quick Links? The Quick Links section of the Negotiations Home page provides easy. you can search for requisitions according to different attributes such as item or category and include them in a single document. You can use this number to access the document in Oracle Sourcing and to Page 47/209 .Oracle Sourcing Help 2.1.4 How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents? If your Oracle Sourcing system is integrated with Oracle Purchasing. AutoCreate uses the requisition information to create a Buyer's Auction or Sourcing RFQ. one-step access to your most commonly performed Oracle Sourcing tasks.

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

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

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

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

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

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

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

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

You can use predefined exchange rates (Corporate Exchange Rate) or specify your own exchange rates (User Specified Rate). The page redisplays. The system's response currency codes are available from the drop down menu. Specify the price precision for the currency. Otherwise click Add Another Row and continue defining currencies and exchange rates. continue creating your negotiation. select a response currency for each supplier. The description field explains the code. If the precision for the response currency is greater than the precision for the negotiation currency. select the exchange rate type. Select the User Specified Rate type. 6. Define the exchange rate by entering the number of response currency units that equal one unit of the negotiation currency. If you are finished defining alternate currencies.Oracle Sourcing Help 2. 2.09 kroner to one dollar. The system may contain several different exchange rate types.1. To use predefined exchange rates: 1.09 meaning . 5. After you have selected your suppliers in Step 5. Select the checkbox to display the exchange rates if you want to allow respondents to see your response currency exchange rates. you can choose to restrict specific suppliers to particular response currencies. Enter the date for which you wish to use this set of exchange rates. Select the appropriate type for your negotiation. 3. When you have finished defining currency information. 2. 4. For example.1. click Apply. Select the response currency. 2. 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 . the system will round when converting responses into the negotiation currency. You assign currencies to specific suppliers when you invite the suppliers to your negotiation. Select the response currency you will accept. 3.8 How do I restrict a supplier to a particular currency? If you allow multiple response currencies for your negotiation. To restrict a supplier to a particular currency: 1. Page 56/209 . To define your own exchange rates 1. On the Header: Manage Response Currencies page.

If you wish to score and weight your lines. Continue creating your negotiation. If the response currency you select for a supplier is not on your currency list. or edit a draft negotiation. No other suppliers may respond in that currency unless you also associate that response currency with them.Oracle Sourcing Help o If you accept the default." enter an exchange rate for the response currency you selected in the previous step. If you selected User Specified Rate in "Step 2: Defining Business Terms and Conditions. you must identify the goods or services you want to purchase or for which you want quotes. The new price precision applies only to the suppliers to whom you assign it. Select a price precision for the response currency. the supplier can only submit a response in either that currency or the negotiation currency. On the Lines: Create Line page. *Indicates a required field : Page 57/209 . if a user submits a rebid. select how the line will be ranked. To add a line using the online system.1. 2.1. You can enter lines online or bulk load lines from a spreadsheet. Click Go. o o o 2. 2. However. Your other option is to load the line information using spreadsheet upload.9 How do I add lines to a negotiation? When you create a new negotiation. The spreadsheet is useful if you are adding a large number of lines. the follow-up bid must be in the same currency as the initial response. and how the line will be added and click Go. the supplier can respond in any currency you have allowed for this negotiation: the negotiation currency or any other response currency on your currency list. to a multi-currency negotiation. From the navigation bar in the top left corner. Any. 4. On the Create: Lines page. each in a different currency. 3. accept the default value of Online from the Add Line drop down menu. click "Lines. provide the following information. If you select a specific response currency for a supplier. Line ranking is not performed in RFIs. that response currency is available to that supplier alone. select Multi-Attribute Scoring as the Ranking type. Multiple users in a supplier's organization can submit several initial bids." To add lines online: 1. how the ranking will be displayed. 3.

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

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

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

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

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

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

Create attributes as needed to solicit additional information for this line. Once closed. or Buyer's Auction. 5. If the sourcing document you are working on was AutoCreated using requisitions in Oracle Purchasing. On the Lines: Create Line page. 3. You must have created your negotiation header before you can create negotiation controls. and then click Go. If you allow the control manual close/close early. *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. When you extend a negotiation you specify the new close date. participants. fixed-price line type. If you allow the control manual extend. Continue defining your negotiation . Preview Date Use the pop-up calendar to specify a date/time after which the negotiation information can be accessed by potential suppliers. Follow steps 1 and 2 above. click the "Controls" link to access the Create Controls page for that negotiation. Page 64/209 . Finally. 2. *Close Date Use the pop-up calendar to select the date/time when the negotiation will be closed. add notes or attachments to the supplier. responding frequency. make sure you select a general services. you set response controls to determine the negotiation length. the time limit for the negotiation can be extended past the original close date. 6.1. the default time value the system uses is the time when you entered a value in the field. Note that for fields where you enter a date and time. the negotiation can be closed prior to the defined close date. RFQ. After you have entered the negotiation header. 2. They can view the negotiation's details but cannot place responses. Provide the line with a description and select a Category value. 4. and added line(s).Oracle Sourcing Help To define a general services fixed-price line 1. Complete the following fields as appropriate for the negotiation type.11 What are response controls? When you create a new RFI.1. no further responses may be accepted. You can edit the value to change the time if needed. open and closing times and many other variables.

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

Allow manual extend when the negotiation is open You can choose to allow a negotiation to be extended. For example: Auction #1234. Otherwise. Use numbers. 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. but will be applied to the supplier's current bid price. When a negotiation is extended. rebids must decrease by a minimum amount. You can enter either a straight amount or a percentage by which bids must improve.000 Bidder A's second bid = $900 Bidder A's third bid = $800 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. bid decrement = 20% Bidder B's original bid = $1. if you enable an AutoExtend of 30 minutes. If you specify your bid decrement amount as a percentage. "10.000 Bidder B's second bid = $800 Bidder B's third bid = $600 Bidder B would not be allowed to submit a fourth bid of $480 (this is less than the minimum bid decrement of 20%) Allow manual close before the Close Date You can choose to allow the negotiation to be closed before the close date.Oracle Sourcing Help If you have allowed suppliers to submit multiple bids. bid decrement = $100 Bidder A's original bid = $1. you can specify that they must submit rebids that are better than their current bid price by a specific minimum amount. That is. and a new winning bid is received in the final Page 66/209 ." Note: A bid decrement amount will always be applied to a supplier's current bid price. the decrement percentage will be calculated based on a supplier's original bid price. you enter a new close date and time. for example. For example. the negotiation cannot be closed until the close date and time specified above. with AutoExtend set to start at the current scheduled auction close time.

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

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

To invite specific suppliers see Inviting Suppliers below. 2. Inviting suppliers After entering your negotiations description. If there are multiple supplier sites (Supplier Site is another term for Address Name). and any response controls. and you must invite at least one supplier. To invite specific suppliers see Inviting Suppliers below. select the specific site you wish to invite to the negotiation.1. Participation in Auctions Unless you specified differently on the negotiation Controls page. 3. You can restrict your auction to bidders you specifically invite by selecting the appropriate control on the negotiation Controls page. you can create a participants list on the Create Negotiation: Suppliers page: 1.1. or if you frequently invite a certain group of bidders. line(s). you do not have to explicitly invite any suppliers. you can choose to also send certain bidders notifications of a particular auction to encourage their participation. You can use the same list for all negotiations. you can choose to open your RFQ to all suppliers. If you do. auctions are open to all bidders by default. select the suppliers you wish to invite and click Invite. Bidders will see your auction when they search using the Active Auctions page.Oracle Sourcing Help 2. Click Add Invitation List to apply a predefined list of suppliers. You return to the previous page. Search for and select the Invitation List you want to apply. Select how you wish to search for suppliers: o o Click the Add Supplier to search for and add suppliers to your invitation list. Different sites for the same supplier can each submit a response.13 How do I invite suppliers to participate in my negotiation? Participation in RFQs Participation in RFQs is by invitation only by default. Page 69/209 . you can apply a predefined invitation list that identifies these bidders. business terms and conditions. Even though the auction is already open to them. From the search results. You can select the bidders you wish to notify from a list of suppliers. However.

3. select which contact you wish to notify about this negotiation from the Contact menu. On the Create Amendment: Lines page. The system sends notifications to the invited suppliers providing them details of the negotiation. select Create Amendment from the Actions menu. Note: You can also invite additional suppliers while the negotiation is in progress. if no preview date/time was specified) and before the close date/time. deletions. On the Create Amendment Header page. 4. If the contact is unregistered. additions. use the active negotiation's negotiation summary page. or updates to line information if necessary. if you know the e-mail addresses of any other contacts at the company (including possibly a distribution list). This update is called an amendment.. and there are clauses and deliverables defined to this negotiation.. for example. Page 70/209 . the user can participate in negotiations. Change the negotiation rules on the Create Amendment: Controls page if necessary. To invite new suppliers. This suffix is incremented every time you create a new amendment for this document. You go to the Create Header page. To create an amendment to a sourcing document: 1. On the negotiations summary page. If Oracle Procurement Contracts is implemented.. 5. 6. Additionally. The supplier user receives an email notification with the negotiation invitation and a link to access the user registration page. the buyer can update information defined in the document if necessary.14 How do I create an amendment to a negotiation? After publishing a negotiation. 2. You cannot add or delete suppliers on the Create Amendment Suppliers page during an amendment. Respondents are notified that the sourcing document has been amended and are required to review their previous response and resubmit it in accordance with the amendment. 12345. these can be changed on the Create Amendment: Contract Terms page. Notice that the negotiation number has now been given a suffix. enter any line changes. you must enter a new Description for the amendment and make any other header level attribute changes you need. 2.1. Amendments can be created anytime after the preview date/time (or open date/time. a notification is sent to invite the contact to register and participate in the negotiation.Oracle Sourcing Help If there are multiple contacts for each site.1. Once the registration request has been approved. 1. you can enter it in the Additional Contact Email field. Your invitees will receive email notifications inviting them to participate once the negotiation is successfully submitted.

See How do I create and edit negotiation templates? for instructions on creating negotiation templates. and delivery. You can add to.2. To use a sourcing document template: 1. but also to other features and performance characteristics of each line. Approvers will receive notification that they need to approve the amendment. click Apply Template. If you have approvers identified on the Collaboration Team on the Create Header page. 3. RFQ. select the template and click Apply to create a new negotiation with this template. Once approved (or if approval is not required).2. edit. When creating a negotiation. On the Create: Header page. Page 71/209 . and how do I use them? Line attributes enable a buyer to define multiple line-specific attributes. or auction) to create a new document of the same type. 2. These attributes may either require a response or no require a response from the supplier. 2.1. On the results display. quality. Line attributes can then also be weighted to indicate the relative importance of a single attribute among the other weighted attributes. you can submit the amendment for approval by clicking Submit for Approval on the review page. You can save the amendment as a draft at anytime during the creation process if you click Save Draft.1. allowing respondents not only to respond to the price. Spreadsheets and Lists 2. Draft amendments are available on the Negotiations Home page if you click Drafts in the Manage Quick Links section. 4.2 Templates. or delete any of the negotiation information provided by the template by proceeding through the steps of creating a negotiation. Search for and select the template you want to apply. 8. the Submit button changes to Publish.2 What are line attributes and attribute lists. You can review the new changes compared to the current active negotiation by clicking Review. 2. Once you click Publish. no new responses can be received on the previous negotiation. the buyer can score attribute values to indicate the relative preferability of different responses. All suppliers will be required to acknowledge the amendment and resubmit their responses to be eligible for award. The buyer can define unique line attributes. Click the appropriate link under the Create area of Quick Links on the Negotiations Home page.Oracle Sourcing Help 7.1 How do I use negotiation templates? You can use a document template of a specific type (RFI.1.

RFQs. terms and conditions. each type has its own template(s). For example. You can create both "private" templates (templates that only you can view. edit. If you Page 72/209 . you simply apply the template to the negotiation.or company-wide negotiation attribute lists for repeated use. and publish your negotiation.you may want to create a negotiation template that you can use each time you create a new negotiation. participation controls. click "Create New Template. edit.2. Attribute lists let a system administrator create system. you must be assigned the appropriate authorization by your system administrator.Oracle Sourcing Help Attributes are assigned to a predefined Attribute Group. You can create as many templates as necessary. and use the template). and buyer's auctions are different documents. Your negotiation template contains the features that are similar among the negotiations you commonly create. 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. Creating a new negotiation template 1. Note: In order to create "public" offer templates. This allows you to organize attributes in relevant groups for analysis. 2. complete the following fields (required fields are marked with an *asterisk): *Template Name Description *Access. Click the appropriate create link under the Templates area of Quick Links on the Negotiations Home page. especially if several buyers are collaborating on the analysis.3 How do I create and edit negotiation templates? If the majority of the negotiations you create contain the same features . Grouping allows the arrangement of data that is easier for both the supplier to respond to and for the buyer to analyze responses. and use) and "public" templates (templates that all registered users in your company can view and use)." 3.1. Since RFIs. The reusable lists allow buyers to standardize the information they wish to include with specific lines during negotiation creation. Using a template saves time by streamlining the creation process.attributes. Active templates can be used immediately to create new negotiations. On the Templates page. On the Step 1: Describe Your Template page. etc. When you create a new negotiation using a template. all technical attributes can be placed one group while all non-technical attributes can be located in another. add to and edit details of the negotiation (as necessary). Your template status will default to Active.

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

" then search for suppliers to add to your invitation list. For a supplier with multiple sites.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. Page 74/209 . you can add an entry for each site for that supplier if you choose.1. If you are have the Manage Invitation Lists job function. you can edit public lists. On the Edit Invitation List page. 2. 4. find your list.2. then click Edit.2. click Apply. When you have finished adding suppliers. including change the access and status. If the supplier you selected has multiple sites defined in the system. edit. If you wish to add more suppliers to your list. and manage public invitation lists. 3. 6. status.6 What happens to the attributes/price elements when I create a negotiation by applying a template and using spreadsheet upload? When you create an RFQ or auction by applying a template and then use the spreadsheet upload feature to add your items. you can choose a specific supplier site to associate with this list (Supplier Site is another term for Address Name). click Submit. click "Add Suppliers" again and follow the perceiving instructions. 8.1. Select the supplier(s) and click Add to Invitation List. Click "Add Suppliers. To edit an invitation list you have created: 1. The value defined for the RFQ/Auction template.Oracle Sourcing Help Sourcing Super Users or users with the Manage Invitation Lists job function can create. 7. You can also add or delete suppliers. The value specified in the spreadsheet. any attributes/price elements defined for the template are added to any attributes/price elements you define via the spreadsheet. 5. When you are finished. and access as appropriate. update your list description. 4. or 2. On the search results page. the system uses the following hierarchy to determine which category value to use: 1. 2. If the template and spreadsheet have conflicting category values. 2. Click "Invitation" under the Reusable Lists area of Quick Lists on the Negotiations Home page. Search for the list you wish to update. 5.

using an attribute to define this specification calls attention to the specification. and item B with two attributes/price elements. The attribute(s) are added to that line only.1 What are line attributes. and Price Breaks 2. Line attributes can call attention to industry-specific characteristics." "style. if the buyer marks this attribute as required. For more information about how to add line attributes to your negotiation items. the buyer can add an attribute called "mileage" to specify that the bid item must have fewer than 12. 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. the precedence is: 1.3 Item Attributes. Adding these as required item attributes that are displayed to bidders can customize your negotiation items to your specific industry. RFQ.2 How do I add line attributes to my negotiation? You can add multiple line attributes to any line in your negotiation. In addition.1. 2. When the buyer adds the line (vehicle) to the auction. retail industry negotiation items can include such attributes as "color." Metal industry negotiation items can include "grade of metal" as an attribute. the attribute/price element specified by the template.3. then bidders must enter the mileage of any bid.1. Attribute Scoring. While the buyer could enter this information in the auction line description.1." and "SKU number. Price Elements. Line attributes define 1) unique specifications that you set for a negotiation line. you may choose to add one or more line attributes to that line. see "How do I add attributes to my negotiation lines?" 2. For example. If there are duplicate attribute/price elements between the template and the spreadsheet. item A with four attributes/price elements. if there are three attributes/price elements for your template. auction).3. the attribute/price element specified on the spreadsheet 2. Page 75/209 . For example. and your spreadsheet upload includes two items.000 miles on the odometer. a buyer can create an auction to buy a fleet of 12 vehicles for a delivery service. Line attributes make your negotiation line more descriptive and can also be used to ensure that all responses submitted for the line include specific details not included elsewhere in the line information. and 2) the details that a participant should provide when responding to that negotiation line. and why would I add them to my negotiation lines? When you add a line to a new negotiation (RFI.Oracle Sourcing Help For example. and do not apply to all lines in the negotiation.

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

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 . 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. 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.

The system can then include the suppliers' responses to your line attributes when calculating the best response. click "Lines" in the navigation bar in the top left hand corner. PPM Defect Rate. use the instructions in "How do I add lines to a negotiation"? to enter the line data and other required and optional line information. navigate to the Attributes table and click Add Another Row. Make sure you select Multi-Attribute Scoring from the Ranking menu. *Indicates a required field: o *Attribute (up to 240 characters) Name your line attribute (for example: Mileage. 2. o Group Select one of the predefined attribute groups. Groups are used for categorizing attributes. When the page refreshes. 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.1. See "What information must I provide to describe my negotiation header"? After you have defined the negotiation header. 3.3. However you may want to consider supplier responses to other line attributes in addition to price being offered when determining the best response. See What are line attributes? for information about defining line attributes. enter your line attribute information. Select Online from the menu and click Go. o Attribute Type Page 81/209 . On the Lines: Create Line page. 4. On the Create: Lines page. 5. You can accomplish the by specifying weighting and scoring values for your line attributes. and you do not wish to use the default.Oracle Sourcing Help Price $300 Total Score: (100 * 50) + (50 * 30) + (100 * 20)/100 = 85 Price to Total Score Ratio = 300 / 85 = 3. Grade). To enter a line attribute.53 2. To use weighting and scoring when defining a negotiation: 1. Select a ranking method if the Sourcing Super User has set the system up to allow you to change ranking methods.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.

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

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

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

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

Active or Inactive). You then set up two quantity-based price breaks. and you may specify several quantity levels and the prices you are willing to pay at each. click Apply. The second offers a price of $18 a unit if purchasing over 500. or select the price element list and click Edit. On the Price Element Lists page. click Go. Page 86/209 . Example: Assume you are purchasing PC keyboards. On the Edit Price Element List page. you can either click the price element list name link. You specify 20$ as your start or base price. Your suppliers respond to your negotiation specifying their responses to your price breaks. you receive the responses shown in the table below. The first few words of the list description. 2. The new list is validated. change the price element list status. For each (non-amount-based) line in your negotiation. (This returns all price element lists using that price element.) 3. Or you may be willing to pay more per unit if your supplier can ship the order to a special location.Oracle Sourcing Help To edit a price list: 1. The search results display any price element lists matching your search criteria. you can define as many price breaks as are appropriate. For example.7 What are price breaks. To edit the list.3. When you have entered the search data. If any price elements are inactive. The name of any price element defined to the list. The first offers a price of 19$ per unit if buying more than 100.1. or by a certain deadline. you can o o o update the description for the price element list. add or delete price elements from the list. search and select the list you want to edit. you receive an error message. You can then enter different assumptions into the system and have it calculate which response is the best. For these price breaks. Click the Price Element link under Reusable Lists on the Quick Links section of the Negotiations Home page. you may expect to receive a discount from your supplier if you buy a large quantity of units. When you have finished making your changes. 4. 6. You can search for a particular price list by : o o o o The list name. 2. The list status (Any. and how do I use them? Price breaks allow you to negotiate line prices with your supplier based on characteristics of your order. 5. 7.

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

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

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

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. blind. Allowing multiple rounds of Quoting/Bidding After your RFQ or auction has closed. When you award the negotiation. "blind" bidding may lead to better bid prices. Controlling the visibility of competing quotes/bids You can create an open.Oracle Sourcing Help price. If you require suppliers to respond to all negotiation items. you might consider creating a blind or sealed auction so that bidders cannot see other bidders' bid prices . you can award business by line item. o Blind Only the buyer can see the negotiation responses. each of whom has submitted the best price for a particular item or items. and immediately know whether they can respond competitively. or sealed negotiation: o Open (auctions only) All buyers can see the responses in the negotiation. 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. which allows you to "pick and choose" among the best responses from several suppliers for each item. Allowing or disallowing partial quotes/bids You can specify that suppliers must respond to all items in the negotiation. In some cases. o In an open negotiation suppliers see the current best price for the negotiation. Alternatively. suppliers may improve response prices on certain items (to remain competitive in the negotiation) while making their margins on other items. because bidders are required to anticipate what other bidders will bid. if you have an urgent supply need. Page 90/209 . you can initiate a new round of bidding on the same auction if you set the Quote/Bid controls to allow multiple rounds of responses (RFQs always permit multiple rounds or quoting). 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. though the supplier identity is concealed. An open negotiation enables you to eliminate responses that do not improve on the current best prices. potentially leading to a best response that improves upon your target price.

Once the event is created. Click "Event" under the Create area of Quick Links on the Negotiations Home page.4.1. Click OK. You may also want to create an event if you want to encourage respondents to participate in multiple. delivery location. or promise date 2. select the event and click "View Negotiations. enter a title. You can continue associating negotiations with the event until its inactive date is reached.Oracle Sourcing Help Using price elements Price elements identify additional item costs beyond just price. Such costs could include service related costs such as training or consulting services. click the event number link. you first create an event. To manage a sourcing event: 1. To see event details. you can associate negotiations with the event while creating the negotiation on the Create Header page. Page 91/209 . You may want to create a sourcing event if you need to monitor several related negotiations as a group rather than individually. description. Clicking OK on the Create Event page or "Events" from the Manage area of Quick Links on the Negotiations Home page takes you to the Manage Events page. You can continue to associate negotiations with the event until the event's inactive date is reached. 2. 2." Note that any draft negotiations associated with this event are not shown. On the Create Event page. To use events. This takes you to the Manage Events page.2 What is a sourcing event? A sourcing event is group of related negotiations. similar negotiations. To see the negotiations associated with the event. and an inactive date. To create a sourcing event: 1. You have the choice of canceling only the event or canceling the event and all negotiations associated with it as well. click Cancel. 3. 3. 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 cancel an event. You can then start associating negotiations with it. Your event is opened as soon as it is created.

When you create a document using a template. you can also create and manage public templates in addition to your private ones. in addition to your private ones. You can also move an inactive date backward although not prior to the current date/time. On the Edit Event page. you can create attribute lists for use by all Sourcing buyers at your company. The details of the document such as the controls. 2. and invitation list are copied into a new document which you can edit if necessary. This allows you to standardize business practices and save time. The public lists will be available for Sourcing buyers at your company. Using Reusable Invitation Lists You can create Reusable Invitation Lists containing names of suppliers who you frequently invite to your negotiations. terms and conditions. Using Reusable Attribute Lists Attribute lists can streamline the document creation process while providing standardization for negotiation items. Using document templates If many of the negotiations you create contain the same features. Invitation lists can be shared across the company. If you are assigned the Manage Attribute List job function. or any other users in your organization. you can modify the description and inactive date. Using spreadsheets Page 92/209 . This can help you standardize your business practice as well as speed up the negotiation creation process. If you are assigned the Manage Sourcing Document Templates job function. you simply open the template and add to or edit details of the template as necessary. have previously created. An attribute list is a grouping of attributes that are commonly used together to describe a good or service. If you are assigned the Manage Invitation List job function.4.3 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. item information. Note that you can move the inactive date forward in time to extend an event. you can create and manage public Reusable Attribute Lists. The public document templates will be available for every Sourcing buyer at your company. Your template will contain the features that are similar among the negotiations you commonly create. To modify an event's information click Edit.1. you may want to create a template that you can use each time you create a sourcing document.

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

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

If Oracle Procurement Contracts is implemented. as part of the contractual agreement. You can update a deliverable if needed or delete it altogether 4. are classified as deliverables. you can perform whatever tasks are allowed by your function security. 2. If you are a collaboration member not restricted to view-only access. Click the Deliverables subtab and check that any deliverable already defined to this template is applicable for your negotiation. Page 95/209 . If you have both the Manage Draft Sourcing Documents and the Unlock Draft Sourcing Documents. To create a deliverable for a particular negotiation: 1. To add a new deliverable.4. you can edit any drafts that are not locked. is authorized to manage and unlock drafts. by default. Additionally. click Contract Terms in navigation bar in the top left of the page. The commitments on the contracts. anyone with the Unlock Draft Sourcing Documents function can break a lock on a draft but not access it for editing or submission. you can view the draft but not edit it. Note: The Sourcing Super User. For private negotiations: You must be the negotiation owner or a collaboration team member working on the negotiation to access the draft. besides products and services bought or sold. you can create a deliverable and assign it to a negotiation. 2. 3.Oracle Sourcing Help Anyone with the Edit Draft Sourcing Documents function can access and edit draft negotiations AutoCreated from Oracle Purchasing. Search for and apply a contracts template. On the Create Header page. will have commitments to fulfill. If you are a collaboration member with view-only access. under the terms and conditions of the contract. 5.5 How do I create a deliverable and use it in a negotiation document? Businesses enter into contractual agreements with their trading partners and. On the Create Deliverable page define your new deliverable. they might define other internal tasks that contribute to the overall execution of the contract. click Add Deliverable. In addition to the contractual commitments that businesses need to fulfill. you can unlock and edit other's drafts from the Manage Draft Negotiations page. If you have this function and access the Manage Draft Negotiations page. This is a useful authorization for an administrator to have in case a draft needs to be edited. See the Oracle Procurement Contracts online help for instructions on defining deliverables.1. Anyone with the Manage Draft Sourcing Documents function can access and edit drafts created by others at the same company. but the buyer has locked it and is subsequently unavailable. for example. on vacation.

To copy an existing negotiation: 1. Search for the negotiation you want to copy.1. and how do I use them in my negotiation? If Oracle Procurement Contracts is installed and licensed. You can click the negotiation number to see details about the negotiation. you can click Apply and Create Another. Using contract terms is an easy way to create and maintain standardized contract text which can be customized as needed. RFQ. 3. click Review. 2. 5. Verify your negotiation information. 2. Click "Copy" under the Create section of Quick Links on the Negotiations Home page. click Contract Terms in the navigation bar at the top left side of the page. you can create contract terms and apply them to your negotiation. Once you have found the negotiation you are interested in. After you have finished defining your deliverable.7 What are contract terms and conditions. Note that most of the information you defined previously is carried forward into the copy. Page 96/209 . or auction). Clicking Copy places you on a new Create Header page with the existing information inserted. This includes any contract clauses or deliverables (terms. then click Submit for Approval if approvers are specified for this negotiation. You need the Manage Contract Terms responsibility to create and maintain contract terms on negotiation documents. 2. You can use contract terms to specify legal and other requirements for your negotiation. You need the Contracts Terms Library Administrator responsibility to create and maintain clauses and contract templates in the Contract Terms Library. On the Create Negotiation page. Edit your new negotiation by continuing through the creation steps. you can define your next deliverable. otherwise click Publish to open it for responding.4. Note that you will have to specify new Open Date and Close Date values 6.6 How do I copy a sourcing document? You can copy sourcing documents that you or any other users in your organization have created. conditions. 4. click Apply. and deliverables are available if Oracle Procurement Contracts is implemented).Oracle Sourcing Help 6.1. To apply contract terms to your sourcing document: 1. click the Copy icon at the right of the page.4. Once the page refreshes. When you have finished creating your new negotiation. If there are multiple deliverables to define. You can copy an existing document to create a new document of the same type (RFI.

See the Oracle Procurement Contracts online help for instructions on modifying clauses. 4.8 How do I view the backing information for lines AutoCreated from Oracle Purchasing? You can use the AutoCreate feature of Oracle Purchasing to use existing requisition information in Oracle Purchasing to create an RFQ or auction in Oracle Sourcing. you can access it and continue creating your negotiation. or clicking Review to inspect the negotiation prior to publishing it. you may wish to view the requisition line information for the lines that AutoCreate carried over from Oracle Purchasing.4. search for and select a contract template from the list of values. 4. Select Validate from the Actions menu to verify the validity of the contract terms you are defining. 3. delete or modify text. You can add. 2. You can see this line information on the View Requisition Line Summary display. Once the new draft negotiation has been created. To view the backing requisition information during negotiation creation: 1. Or you may need the name of a contact who can answer questions you have about the negotiation line. 3. The Requisition Line Details page displays information in the following areas: o Requisition Page 97/209 . The Create Lines page displays any lines AutoCreate created using requisitions in Oracle Purchasing and allows you to create additional lines if necessary. adding any additional lines. Click Apply Template. you may need to view the demand linked to a particular negotiation line.1. 2. For example. 5. and then click the Details icon. You can edit the clauses applied by the template as needed.Oracle Sourcing Help 2. When you have completed your contract terms. Along the way. 6. you must correct them and validate again. If you receive any error messages. On the Create Contract Terms page. click the requisition number link. and possibly inviting suppliers. continue by either clicking Suppliers to define a supplier invitation list. On the Requisition Summary page. This includes all the other tasks such as creating your header. 5. specifying negotiation controls. After you have created your header by adding a title (and adding/modifying any other information) clicks Lines in the top left navigation bar. See the Oracle Procurement Contracts online help for information on using contract templates. click the requisition number link to view detailed information on the line. For AutoCreated lines.

9 What are amount based line types.Oracle Sourcing Help o o o o o o Negotiation Order Shipment Receipt Invoice Payment To view the backing requisition information after the negotiation has been published: 1.1.4. you might need to negotiate training or consulting services. This includes the entire life of the sourcing document from the initial creation to the award process. For the line whose requisition information you wish to view. 4. you can specify that an item is amount based by selecting an amount based Line Type value. For example. and creating document outcomes. click the number link in the Requisition column. Each member can be assigned specific tasks. Such activities can be negotiated by using amount based line types. 3. buyers can nominate collaboration team members to participate in the creation and administration of the sourcing document. This takes you to the Requistion Detail page. The possible values are defined in Oracle Purchasing. Access the negotiation. the quantity and unit of measure defaults to the values defined by your administrator and is display only. If you select a line type that is amount based. From the negotiation summary page.1. click the Lines subtab. A category value may also appear if your administrator has defined a default category for that line type.10 How do collaboration teams work? When creating a negotiation. Such tasks could include defining the item attributes. 2. and how are they used? Sometimes the item you need to negotiate is not a number of discrete units. inviting additional suppliers. When you create a negotiation. 2.4. This takes you to the Requisition Summary page. but more of a service or activity. awarding business to supplier. Click the number link in the Line column. Page 98/209 . and some team members may be required to approve the final document before delivery to potential suppliers. Buyers can optionally grant full access to some team members while restricting others to read-only access. 2.

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

13 What are global agreements.1. the creator's manager. and how do I use them? Global agreements allow buying organizations to negotiate pricing and define agreements on behalf of a shared central environment. Global agreements: Page 100/209 . and the Security Hierarchy members defined in Oracle Purchasing for that document type. This is in contrast to a regular blanket purchase agreement which can exist only within the realm of a single operating unit. Private The document can be viewed only by the creator. All members identified as approvers must approve the final version before the document can be published. 2.1. and if so. and members of the document collaboration team (if any).4. 2. For example.12 How do security levels work? Buyers creating sourcing documents can control visibility to the document by specifying a security level during the describe negotiation step.Oracle Sourcing Help If that member has been assigned a task. meaning they can view but not update the document throughout its lifecycle. Execution against global agreements can be performed by multiple local operating units. selected members can be assigned specific tasks which they must complete. when the target date is. the creator's manager.4. Also. 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. See How do collaboration teams work? for more information on collaboration teams. There are three possible security levels a buyer can select: Public The document can be viewed by any other buyers in the buying organization. members of the document collaboration team (if any). some collaborators can be defined as having read-only access. Other members can be selected as approvers of the document. Hierarchy The document can be viewed only by the creator.

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

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

From the Add Line menu on the Create Lines page.Oracle Sourcing Help 2. .3 How do I define services related lines? Services related line types allow you to negotiate on labor contracts. Create attributes as needed to solicit additional information for this line. The charge for this type of service is based on hourly rates per person. Page 103/209 . if appropriate. Enter your price breaks including Price Differentials. General services fixed-price lines use a negotiation outcome of standard purchase order. 6. make sure you select a temporary labor.2. rate-based line: 1. 9. 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. If you need to specify price breaks. temporary administrators. Also. For temporary labor line types. Unit of Measure and Category will default according to the Job you select. 2. Search and select a job from the Job menu. Fixed-price temporary labor such as contractors. 3. you can create documents that negotiate for many different types of services. and specify the differential associated with this price type. click Select Price Break Settings and ensure it is not set to None. vacation). and click Go.2. rate-based line type. You can include services-related lines with regular amount-based and goods-based lines. ensure that you choose Blanket Purchase Agreement as the negotiation outcome for temporary labor line types. On the Lines: Create Line page. The charge for this type of service is based on a flat amount for the service provided. make sure you select the Global Agreement checkbox. or consulting services. Specify how price differentials are to be used within the negotiation (for example. 4. The Description. Enter values in your price fields if necessary. Select the price type (for example. or click Load from Spreadsheet to upload a previously completed spreadsheet file containing all the line information 2. maintenance services. 8. There is a fixed amount limit attached to the service. Fixed-price services such as corporate accounting services. Job Details. 5. is a response to the price differential required) 7.2 What kind of services can I negotiate for? If Oracle Services Procurement is installed and licensed.

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

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

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

click the graph icon to the right of the negotiation. All participants can view the graphical monitor in open style negotiations. Only buyers can view the graphical monitor in blind style negotiations. 5.Price/Score by Time or Price by Score. 4.5 How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line? For any line in your negotiation. select the line and click Analyze. Select a negotiation item. To perform a side-by-side analysis on all responses to the line. click the number link in the Responses column. perform a simple or advanced search to locate the negotiation whose responses you want to compare. From the Search Results display. 3.3. To use Your Negotiations at a Glance: Under the Your Negotiations at a Glance area of the Negotiations Home page. 2. response controls or invitation list. You can easily compare the negotiation attribute values for these competing responses. To view a complete list of your negotiations. To view messages sent to you from suppliers (if any) click the number link under the Unread Messages column. 2. To view the graphical monitor of a negotiation. Select the line(s) whose responses you wish to inspect and choose the type of monitor you wish to view . Note that the table displays only a limited number of entries. To view information on responses. you may receive responses from multiple suppliers. select the responses you wish to compare and click Compare. select the negotiation and click the Graphic Monitor icon. On the Analyze Line page. From the Negotiations Home page. o To view the information about the negotiation such as item information. identify the negotiation you wish to view.3. click the negotiation number link. then click View Monitor. click Full List. Page 107/209 . o o o Note: The graphical monitor is not available for sealed style negotiations until they are unlocked. To compare negotiation attribute values for competing responses: 1.4 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.Oracle Sourcing Help 2.

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

it will use the the price being offered by the supplier for the most basic way method of ranking responses. the resulting Analyze Line: page displays additional information about the responses to that line. AutoAward uses the ranking capabilities and methods available in Oracle Sourcing to obtain its best award recommendation.3. To analyze by response: 1.7 How do I analyze the responses I have received? There are several ways of analyzing the responses you have received for your negotiation. For example. 2. you can also use a spreadsheet to perform your analysis offline. 3. 2. However. 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. or where the response does not include responses to all negotiation lines. You can click Compare to obtain a more complete. And if there are may lines or lines with complex attributes. standard award.You can use AutoAward to have the system pick the best award. 2. On the negotiations summary page. upload your awards into the system. You can inspect the header attribute values (if any) by selecting multiple supplier responses and clicking Compare Header Attributes. After you have completed your award decisions. o To use the AutoAward recommendation AutoAward is a feature you can use when you need a quick. o You can select any one entry in the table and click Graph Price or Analyze. AutoAward can also use calculations available from Multi-Weighted Page 109/209 . To analyze by line: 1. If you select a line and click Graph Price. including that response's rank. click Analyze by Bid/Analyze by Quote from the Actions menu. You can analyze by line or by response (you obtain different information depending on which type of analysis you perform). The Analyze by Bid/Analyze by Quote page shows the response details from the different suppliers. The Analyze by Line page displays a table with an entry for each line in the negotiation and important information such as the best quote/bid. the 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. You can see the number of active bids against each line and the best quote/bid determined by the system for that line. The Compare Header Attributes page presents a side-by-side comparison of the attributes. From the negotiation summary page for this negotiation. select Analyze by Line from the Actions menu and click Go.Oracle Sourcing Help 6. side-by-side display of all the responses.

5. Open the file up and use the instructions in the readme file (the . you may expect to receive a discount from your supplier if you buy a large quantity of units. The second offers a price of $18 a unit if purchasing over 500. The AutoAward Recommendation page displays the response(s) that AutoAward has decided best fit the negotiation requirements. Your level 1 price break Your offered price $20 Supplier Response $19 1's Supplier Response $19 Page 110/209 2's . On the Analyze by Spreadsheet page. For example.Oracle Sourcing Help Scoring negotiations to determine the best overall total cost. You can use AutoAward to quickly generate a benchmark against which other ranking methods and scenarios can be compared. Once the negotiation is closed. 4. and how do I use them? Price breaks allow you to negotiate line prices with your supplier based on characteristics of your order. The first offers a price of 19$ per unit if buying more than 100. On he negotiations summary page. Download and save the file. you can use the spreadsheet download feature to export the response information for analysis offline. select Analyze by Spreadsheet from the Actions menu and click Go. or by a certain deadline. To download responses via spreadsheet for analysis: You can use the spreadsheet download feature to perform many tasks offline. you receive the responses shown in the table below. select View AutoAward. Your suppliers respond to your negotiation specifying their responses to your price breaks. For these price breaks.8 What are price breaks. 1. For each (non-amount-based) line in your negotiation. 2. You specify 20$ as your start or base price.htm file) to process the spreadsheet. select: which type of files to download. Click Export. Example: Assume you are purchasing PC keyboards. and you may specify several quantity levels and the prices you are willing to pay at each. you can download a spreadsheet with which to make award decisions. As long as you have not closed the negotiation. you can define as many price breaks as are appropriate. You then set up two quantity-based price breaks. Or you may be willing to pay more per unit if your supplier can ship the order to a special location. From the negotiation summary page for this negotiation. You can then enter different assumptions into the system and have it calculate which response is the best. 2.3. 3.

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

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

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

If. your new close date is January 18.10 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. your new close date is January 22. You can also enable AutoExtend or modify your AutoExtend settings if you wish. A notification will be sent to all participants. specify a new close date and time. If your negotiation is not displayed. click Full List. To add suppliers to a negotiation: 1. click the negotiation number link for the negotiation to which you wish to add additional suppliers. 3. and your award date remains January 20. Enter a new close date and time.Oracle Sourcing Help 2. 2. You cannot manually extend your negotiation after it has closed. and you extend that auction for 7 days. 2. To manually extend your negotiation: 1. On the Extend RFQ/Extend Auction page. Under the Your Negotiations at a Glance section on the Negotiations Home page. On the negotiation summary page. 2. if you extend that auction for only 3 days. If you don't see the negotiation. 5. and/or long-term agreement dates. click the negotiation number for the negotiation you wish to extend. follow the instructions to add new suppliers. when creating this negotiation. 3. For example. need-by date. Click Apply. you entered an award date. these dates will also be extended by the same number of days that you extend your negotiation if the dates are scheduled to occur before your extended close date. Click Apply.3. you cannot extend an auction after its first AutoExtension has been triggered. select the Extend RFQ/Extend Auction option from the Actions menu and click Go.3. 6.11 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. Page 114/209 . Under the Your Negotiations at a Glance section of the Negotiations Home page. On the Invite Additional Suppliers page. Additionally. 4. However. click Full List. if your negotiation includes a January 15 close date and a January 20 award date. and your new award date is January 27.

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

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

If the negotiation you're looking for is not displayed under Your Negotiations at a Glance. On the Negotiations Home page. On the Create New Round: Header page. 2.Select Start New Round from the Actions menu and click Go. After you initiate a new round of responding. or auction has closed. you have the option of downloading only responses from shortlisted suppliers. Security Level You can change the level of security on the negotiation. or auction has closed. RFQ.14 How do I initiate a new round of responding? After your RFI. To initiate a new round of responding: You can only initiate a new round of responding after the current round has closed. 2. 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). 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. You can Page 117/209 . From the Results: Negotiations display. RFQ. Possible Description Modifications *Title/Style You can give your negotiation a new name and change the negotiation style. or you must manually close it early. Possible Collaboration Team Changes You can change the makeup of the collaboration team working on this negotiation. You can also enter search values in the Search Negotiations fields to search for a negotiation. You must either wait until the negotiation reaches its close date and time. click the Number link for the negotiation you wish to see. You can add new members and/or delete existing members.3. click the Full List button to see a display of all your published negotiations. update your negotiation's header details as appropriate (*indicates a field that must be entered prior to the new responding round). you can initiate a new round of responding from the negotiations summary page: 1. After the RFI. . 3.Oracle Sourcing Help Note: If you choose to download your responses into a spreadsheet and make your award decisions there.

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

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

3. Note that you cannot manually close an auction after its first AutoExtension has been triggered. Under the Your Negotiations at a Glance section of the Negotiations Home page. 2. you can enter a text note to participants explaining why you are canceling the negotiation.3. For example. click Full List.Oracle Sourcing Help 2. 1. if no preview date/time was specified) and before the close date/time. Click Apply. enter a note to your suppliers. Also the line requirements have changed. On the Close Early page. On the negotiation summary page. 4. 2. there may have been too few responses. If you do not see the negotiation. Under the Your Negotiations at a Glance section of the Negotiations Home page. 2. 5. To close your negotiation early: 1. Page 120/209 . In any of these cases. you may wish to simply cancel the negotiation. The system notifies all the invitees and participants of the cancellation. This update is called an amendment. the responses to your negotiation do not meet your needs.16 How do I cancel a negotiation? Sometimes. enter the new date and time you want to close the negotiation or choose to close it immediately. This note is included in the notification that will be sent. or the terms of the responses are not acceptable.3. the buyer can update information defined in the document if necessary.15 How do I close a negotiation before its scheduled close date and time? You can close a negotiation early only if you set your response controls to allow a manual close. 2. Amendments can be created anytime after the preview date/time (or open date/time. If desired. On the Cancel page. click the negotiation number for the negotiation you wish to cancel.17 How do I create an amendment to a negotiation? After publishing a negotiation. click the negotiation number for the negotiation you wish to close. select the Close Early option from the Actions menu and click Go. On the negotiation summary page. or the items are no longer needed. Click Apply. 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. 3.3. 4. select the Cancel RFQ/Cancel Auction option from the Actions menu and click Go.

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

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

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

On the negotiation summary page. 2. 3. You can award an individual line to a single supplier. you can make your award decisions. an RFQ/auction cannot be awarded until it is unlocked.4 Awarding Negotiations 2. There is an entry for each supplier who has placed a quote/bid in the negotiation. In addition.Oracle Sourcing Help 2.4.4. select Unlock from the Actions menu and click Go. Note: You will always be able to unlock and unseal an RFQ/auction you have created.4. You can divide an individual line among multiple suppliers. 2.1 How do I view the responses I have received? 1. The Quote/Bid History page displays the responses the negotiation has received. Select Unseal from the Actions menu and click Go. click the number link in the Quote/Bid column. To see details about a particular response. You can accept and use the decisions generated by the AutoAward feature. There are several methods you can use when awarding business in a buyer's auction or RFQ: You can award the entire negotiation to a single supplier (multiple suppliers if the outcome is a blanket purchase agreement)." 4. click "Return to Negotiation Summary. Close the negotiation if it is still open. An RFQ/auction can only be unlocked and unsealed after it is closed.3 What are the different methods I can use when performing awards? Once you have closed your negotiation and analyzed the responses you received. To unlock and unseal an RFQ/auction: 1. other users from your company who have the appropriate function security can also unlock and unseal your RFQ/auction. The resulting page shows details about the response. From the Your Negotiations at a Glance section of the Negotiations Home page. 2. In addition. select View Quote/Bid History from the Actions menu and click Go. 2.2 How do I unlock and unseal a sealed RFQ or auction? In a sealed RFQ or auction the buyer cannot see the bids until the RFQ/auction is unlocked. respondents in the RFQ or auction cannot see other quotes/bids until the buyer also unseals the RFQ/auction (although the identity of other suppliers is revealed to the suppliers in an auction). Additionally. Page 124/209 . 3. 4. On the negotiations summary page. click the negotiation number link of the negotiation you wish to see. On the Confirmation page.

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

Oracle Sourcing Help Page 126/209 .

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

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

click the negotiation number for the negotiation to access the Negotiation Summary page. The system will calculate a weighted score based on the score value you entered for each attribute. select the type of spreadsheet you wish to down load. You can enter straight scores for an attribute. Open the file and complete it according to the directions in the Instruction file. After you have completed your award decisions. 2. During this process. or you can enter scores and have the system use the score you entered along with the attribute's weight to calculate the score for that attribute. you should also download the Instructions file. On the Negotiation Summary page. select Export Quotes/Bids from the Action menu. To enter straight scores. you can also specify whether the supplier can see the scoring criteria. you can enter a subjective score for the header attributes. 6. Save the file to a convenient location.Oracle Sourcing Help of responses and want to compare them offline. If you have never used spreadsheet files before. Page 129/209 . 3. 4. You can download bids whether the negotiation is open or closed. 5. With this method. Once a response is received. On the Export Quotes/Bids to Spreadsheet page. 2. How is a response's score calculated? There are two ways to define header attributes depending on how you wish scores for the response to be calculated. you enter a number (up to the defined maximum) for each attribute score. you first define the header attributes including weights and maximum scores during the creation of the negotiation. Save the file. upload your awards into the system.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. you can manually score the responses you receive for a negotiation. You can also update the spreadsheet with your award decisions and then upload it to identify winning responses.4. weighting is implied in the maximum score for each attribute. To download responses: 1. Using subjective scoring. From the Your Negotiations at a Glance section. You can use an Excel spreadsheet file or a text spreadsheet 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 Supplier view displays award recommendations in terms of all the suppliers who participated in the negotiation.current value Saving Percent Savings versus current amount expressed as a percentage. the Supplier Summary View contains: Quote/Bid total (Standard Purchase Order only) The total amount offered by the supplier on all line s Award Total (Standard Purchase Order only) The total amount of business awarded this supplier. The Line view displays the award recommendations in terms of the lines that comprised the negotiation. 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. Page 134/209 .Oracle Sourcing Help team members to drill down and view low-level information about each negotiation line. Score Total score for header level attributes. Total Agreement Amount (Blanket Purchase Agreement only) The Line View The Line Summary display shows line information. Award approvers can use the information in the Award Summary page when deciding whether or not to approve the award recommendations. Remaining Quantity Number of units left for awarding Current Value Current price * awarded quantity Award Amount Response price * awarded quantity Saving Amount Award amount .

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

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

you have the choice of four levels: None No acceptance is required. Document and Signature You and the supplier must sign the document to indicate acceptance. Document Only Suppliers are required to accept the entire document. Searches are conducted using a search criteria and one of that criteria's search value. A notification is sent to the supplier requesting a signature to indicate acceptance after the purchase order is approved by any internal approvers.4.13 What is contract binding? If Oracle Procurement Contracts is implemented. you can use the wild card (%) as necessary The search process varies depending on what you are searching for. Document or Shipment Supplier can accept the document or individual lines. In most cases when specifying a search value. You can optionally indicate whether acceptance is required for the resulting purchase order document. If you require acceptance. Suppliers can use iSupplier Portal to accept the document or can request that you enter acceptance on their behalf. you are sent a notification requesting your acceptance as well. When you are creating the purchase order document. Some examples include searching for negotiations in which to participate. Once the negotiation is closed for responses.5 2. use the search tips below. you can require that the supplier sign and accept the document. or finding reusable invitation lists to apply when creating a negotiation. it is ready for execution. 2. This option uses Workflow notifications to obtain signatures online.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. To save time and perform accurate searches. Once both you and the supplier have accepted the purchase document. Page 137/209 .Oracle Sourcing Help 2. If the supplier accepts the document. you can award business to selected suppliers and subsequently initiate the purchase order/contract creation. 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.5.

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

You can also search the Approved Supplier list for suppliers of a particular status (for example. Click "Responses" to go to the negotiation History page where you can see information on current responses. You can search both the Approved Supplier List and the Supplier Master at the same time. Enter your search values. 2. you can use % as a wildcard. you can send invitation notifications to particular suppliers inviting them to participate in the negotiation.Oracle Sourcing Help When entering values. as well as information provided by the supplier company itself.1. You will also search for suppliers to add them to reusable invitation lists and/or negotiation templates. the Supplier Master. Click Review and Submit to publish the draft. When you are finished. Click the Manage quick link under Drafts on the Negotiations Home page. You can use % as a wild card value 3. 5. negotiation creator. o o On the Search and Select: Suppliers page Page 139/209 . Select the draft and continue processing. and proximity to open date (specified as the number of days outstanding). Scroll through the Results: Negotiations display until you find the correct negotiation. 4. minority-owned or small business.4 Searching for suppliers: When creating a negotiation. Scroll through the Results display until you see the target draft. To search for and manage a draft negotiation: 1. 2.5. select a search type from the menu.5. click Go. If the draft is locked.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 identify the suppliers you wish to notify by searching information in the Approved Supplier List. click Unlock to access it. and click Go. for example. 2. o You can search the Approved Supplier List to identify suppliers who sell a particular item or commodity. negotiation title. Click the Number link to go to the negotiation summary page where you can see information on the negotiation. approved or new). On the Manage Draft Negotiations page. You can search on negotiation number. You can search the Supplier Master to identify suppliers who meet certain criteria.1. Click Edit to update the draft. 2.

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

a partial name. For each list.5.7 Searching for lists When creating a negotiation. or the search wildcard. The search value can be an address name. The system performs a begins with search using any search values you entered. The Search Results display shows all addresses that matched your search criteria. you can search for all lists that contain a particular list entry. Such lists include lists of item attributes or price elements. In some cases. many attributes default according to the organization you select. enter a search value in the Search field and click Go. 2. This includes addresses such as Bill-To and Ship-To. If you do not know the beginning of the name.1. Enter as many search values as required to efficiently qualify your search. Page 141/209 . 2. From the Search Results display.6 Searching for addresses: While creating negotiations. you can search for all price element lists that contain a particular price element.1. there are many predefined lists which you can apply to your negotiation to save time and standardize your sourcing practices. you can search using multiple criteria. Click Go. For example. 2. use a wildcard. Additionally. To search and apply a list: 1. Click the flashlight icon next to the address field. On the Search and Select page. a search on br% returns only Brussels. For example. however. most lists allow you to search by the list name and/or words in the list description. You are returned to the negotiation creation page with your new address appearing in the address field.5. select the list and click the appropriate links or buttons to process the list if necessary and to apply it to your negotiation. 3.Oracle Sourcing Help 2. such as the percent sign (%). Find the correct address and click Select. %. On the negotiation creation page. 3. you may need to change the default to a different address. a search on b% returns both Beijing and Brussels. To search for and select a different address: 1. a search on %Boston might return North Boston as a billing address. For example. click the link to apply a predefined list.

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

1.1 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). Identify negotiation opportunities. Sourcing Buyer Intelligence Reports 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. or export and open the reports in a third-party software application (such as spreadsheet software) where you can analyze and format the numbers at your discretion.2. savings is zero. View summary reports that allow additional details. Amounts do not include lines where award quantity and award amount are unspecified. You can view the reports online. You can use Sourcing Intelligence to: Track trends of purchases over time.Oracle Sourcing Help 4. You can sort the report by clicking on the any of the underlined column headings.2 What are the Sourcing Intelligence reports I can generate? You can generate any of the following Sourcing Intelligence reports: 4.1 4.1.1 Introduction to Sourcing Intelligence What is Sourcing Intelligence? Sourcing Intelligence provides all the analytic and transactional reporting for your Sourcing application. Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity. Page 143/209 .type (bid or quote). See "How do I export report data to a spreadsheet?" 4.1. If Current Price is not available. 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. Identify potential savings opportunities. To run the Awards by Supplier report. as well as the total amount awarded to this supplier. the report shows the total amount generated by each sourcing transaction. For each supplier.

select Standard Purchase Order. see.2. with the category with the highest productive award appearing first. see "How do I run the reports?" Note: For the Auction Outcome report parameter.2. Page 144/209 . The report is sorted by category. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. To run the Awarded Bids Detail report.1. To run the Savings by Category report.1.3 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. the report reflects only the system-hosted catalog item categories.1.2.1) report for the items listed. If Current Price is not available. you can generate a Savings by Item (Section 7. Any report displaying calculated amounts do not include any RFI amounts.1. the report reflects only the system-hosted catalog item categories.2 Savings by Category report What is the Savings by Category report? The Savings by Category report displays your total savings broken down by item category. Amounts do not include lines where award quantity and award amount are unspecified. Amounts do not include lines where award quantity and award amount are unspedified. You can view the supporting awarded bid by clicking the Auction number or Bid number.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.Oracle Sourcing Help 4. Any report displaying calculated amounts does not include any RFI amounts. Note the following when generating and evaluating report information: When entering a category search parameter. savings is zero. or All Outcomes. Blanket Purchase Agreement. Once you have generated a Savings by Category report.3. 4.

savings is zero. you may want to export the data to a spreadsheet application where you can analyze and format the numbers at your discretion. Copyright 2000 Three D Graphics. (If you see an Unknown File Type window. Inc . or All Outcomes. You are prompted to save the file. Perspective for Java licensed from Three D Graphics. You can view individual quote details by clicking the quote number. Inc. 3.3 How do I export data to a spreadsheet? You can conveniently view report data online. the report reflects only the system-hosted catalog item categories. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity.) Save the file to the drive/location of your Page 145/209 . Generate the intelligence report of your choice. 4. Note the following when generating and evaluating report information: o o o o When entering a category search parameter. If Current Price is not available. savings is zero.2. select Standard Purchase Order. See "What are the Sourcing Intelligence reports I can generate?" 2.1. Any report displaying calculated amounts do not include any RFI amounts. but at times. Blanket Purchase Agreement.. see "How do I run the reports?" Note: For the Auction Outcome report parameter.4 Awarded Quotes report What is the Awarded Quotes report? The Awarded Quotes report displays information about the selected RFQs that have been awarded in the system. 4. If Current Price is not available. click Save File.1. To run the Awarded Quotes report. There are two main steps in this process: To export report data to a spreadsheet: 1. After you have generated your report.Oracle Sourcing Help Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. Amounts do not include lines where award quantity and award amount are unspecified.. click Export to Spreadsheet at the bottom of the report page.

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

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

Blanket Purchase Agreement. The report is sorted by category. you can generate a Savings by Item report for the items listed.2. 4.2. To run the Awarded Bids Detail report.3 What is the Awarded Bids Detail report? The Awarded Bids Detail report displays detailed information about auctions for which business has been awarded. 4. You can view the supporting awarded bid by clicking the Auction number or Bid number. savings is zero. Note the following when generating and evaluating report information: When entering a category search parameter. If Current Price is not available. Once you have generated a Savings by Category report. with the category with the highest productive award appearing first. see "How do I run the reports?" Note: For the Auction Outcome report parameter. To run the Savings by Category report. Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity. savings is zero. Amounts do not include lines where award quantity and award amount are unspecified. the report reflects only the system-hosted catalog item categories. Amounts do not include lines where award quantity and award amount are unspecified.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. or All Outcomes.2 What is the Savings by Category report? The Savings by Category report displays your total savings broken down by item category. see "How do I run the reports?" Notes: Note the following when generating and evaluating report information: o o o o When entering a category search parameter. Page 148/209 . Any report displaying calculated amounts do not include any RFI amounts. select Standard Purchase Order. Any report displaying calculated amounts do not include any RFI amounts. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. If Current Price is not available. the report reflects only the system-hosted catalog item categories.

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

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

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

you can view information on the item attributes by clicking the "View" link under the Details column.Oracle Sourcing Help Creating and managing sourcing events Updating profile information Viewing award decisions Updating profile information 5.1. use the Search Negotiations fields to access the Active Negotiations page.1.1. pricing.4. 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. Alternatively. Page 152/209 . Monitor the action in the negotiation in which you are participating. shipping and billing information.1 “How do I access negotiations”). The Negotiation Summary page displays all the current information for this negotiation. 2. Under Open Invitations. 2. If the item has attributes.3 How do I respond to a negotiation? Suppliers can respond to public negotiations and private negotiations to which they have been invited. (See Section 5. or quote). 5. Find a negotiation in which to participate (See Section 2.6 “How do I submit a response online”). To respond to a negotiation you must: 1. The Notes and Attachments section displays any text messages from the buyer and any attached files. detailed item information. click the negotiation number to access the Negotiation Summary page for the negotiation in which you are interested. Attachments can be viewed by clicking the paperclip icon.1 “How do I monitor negotiations to which I've responded”). (See section 5. This includes such information as the time the negotiation. Click the negotiation number to access the Negotiation Summary page. or price breaks associated with it. 3. price elements.2.4 How do I view the details of a negotiation before placing a response? 1. the response controls. Submit your response (bid.

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

this value appears in the Target Value column. be aware of the following size limits: o o o Attribute: 240 characters Target: 4000 characters Response: 4000 characters 6.6 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. On the Create Response: Review and Submit page. verify your response values. If the buyer has chosen to display an attribute target. On the Active Negotiations page. After reading the terms and conditions. click Accept. You can only see the existing responses when the negotiation is open or unsealed. On the Create Quote/Create Bid page. 2. 3. you will see all prices listed in your chosen currency. select Create Quote/Create Bid from the Actions menu to create a response to the negotiation. click View Quote History/View Bid History. If the buyer has defined Terms and Conditions. including ones to which you were not explicitly invited to. 8. find your negotiation and click the negotiation number link there. If so. The Attribute Type column shows you whether a response is required or optional. To submit response online: 1. When you have responded to all required and optional line attributes. o Quote Currency (Bid Currency) The buyer might allow quotes/bids in currencies other than the RFQ/auction currency (the currency used to create the RFQ or auction). you can select the currency in which you will place your quote/bid. Note: Before you select a currency. If correct. Alternatively. Page 154/209 . 5. enter the following information. all response prices (such as start price and target price) will be listed in the RFQ/auction currency.1. you can enter search values into the Search Negotiations fields and click Go to list all negotiations in the system. You can see details of the negotiation on the negotiation summary page. After you select a currency. you are asked to read and accept the negotiation terms and conditions. When entering responses.Oracle Sourcing Help Create Response page. click Continue 7. click Submit. On the negotiation summary page. If you want to view any responses that have already been submitted.

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

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

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

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

and Lose for any item on which you have been outbid. select the category from the View menu. click AutoRefresh On. Select the auction and click Respond. Item attributes also allow you to provide more information and details when entering responses. If you want to display only those auction items that are included in a specific category. Such costs can include discrete charges such as import duties or activities such consulting or training costs. Win for any item on which you have the current best bid price. 5. By providing item details and specifications in item attribute fields. 5. you allow the system to automatically rebid on your behalf whenever a competing bid price beats your bid price. Locate an open auction in which you'd like to bid. Item attributes make a negotiation item more descriptive and can be used to ensure that all responses submitted for the item include details not included elsewhere in the item information. Using price elements allows you to target additional costs related to a particular negotiation item. You cannot proxy bid on any items that have price elements. Your bid status is No Bid for any item on which you have not placed a bid. The AutoRefresh page updates the current best bid price and your bid status for each item in the auction.Oracle Sourcing Help Item attributes provide extra information about a negotiation item.1. Page 159/209 . They define 1) unique specifications that are set for a negotiation item. you can proxy bid on some items and bid manually on others. In an auction that includes more than one item. you can set your responses apart from your competitors' responses and enable buyers to make better-informed award decisions. 3. On the AutoRefresh page. you can adjust the AutoRefresh interval setting to change the length of time between page refreshes. then click Go. In Multi-Attribute Weighted Scoring negotiations.9 What is AutoRefresh? AutoRefresh enables you to continuously monitor the bidding in an auction before or after you submit a bid. your responses to an item's attributes are scored and weighted to allow the buyer to make more informed decisions. Click Create Bid to deactivate AutoRefresh and place a bid on the auction. To activate AutoRefresh: 1. 4.10 What is proxy bidding and how does it work? By activating proxy bidding. 5.1. 2. On the Create Bid page. and 2) the details that a negotiation participant should provide when entering a response for that item.

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

To cancel proxy bidding. 1. Or in a multiattribute weighted negotiation. and click Cancel All Proxies. click the Response number link. there may be certain instances in which the bidder needs to end proxy bidding early. To continue placing a new bid. Select the items for which you wish to disable proxy bidding.1. the promise date offered by the bidder may need to be updated due to unforeseen situations at the time the proxy was begun. To view the details of your current bid. the bidder may wish to update the non-price related information to improve the price to total score ratio. 3. For example. continue entering your new bid information (including new proxy specifications if desired). The Cancel Proxy Bidding page shows all line items for which you have proxy bidding enabled. Usually. all of your bids (losing and winning) in an auction are improved by the percentage you enter in the Power Bid field. this happens when the bidder needs to update bid information. Power bidding cannot be used if any of the auction items contain price elements. click Cancel Proxy at the bottom of the page. Click Create Bid to create a new bid. proxy bidding in suspended. The bidder specifies the amount of the price decrement (expressed as a percentage or a flat price reduction) and the minimum price to offer. When you use power bid. you can monitor its progress by locating the negotiation number under Your Active and Draft Responses section of the Negotiations Home page. the system will continue to rebid at lower prices until the bidder's minimum bid price is reached.1. The Cancel Proxy Bidding page redisplays without the line item(s) for which you just disabled proxy bidding (you can choose to retain proxy bidding on some line items but not others) 4. However. 2.Oracle Sourcing Help 5. Once you have placed a bid using proxy bidding. At this point. In both these cases. Page 161/209 .12 What is power bid? Power bid allows you to expedite your rebidding when you have bid on several items in the same auction. once proxy bidding has been initiated. 5. it can be allowed to run to conclusion. On the Rebid page. Cancelling proxy bidding In most cases. the bidder may wish to halt the proxy bidding to update bid information.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. When the Rebid page appears. click Create Bid. Once enabled.

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

3. On the Rebid/Requote page. click Create Quote/Bid. or the buyer may decide to change negotiation criteria such as terms and conditions. There are several reasons why this might happen. The Multi-Round Modifications Summary page shows you negotiation information that has been updated since the previous round. the initial round might have been simply for information gathering purposes. Quote/Bid controls. you can continue placing your re Page 163/209 . Access the negotiation on which you wish to rebid.14 How do I rebid on an RFQ or auction? 1. If the negotiation is an RFQ. The Bid Confirmation/Quote Confirmation page displays your bid number. Browse to the location where you saved your spreadsheet file. On the Review Quote/Bid page. check your response information. If the buyer has updated an item for the new round. After you have analyzed the updated negotiation information.15 How do I respond to a negotiation that has gone to an additional round of responding? A buyer can decide to close an active negotiation and restart it. you will need to respond to that item again. You respond to a second-round negotiation the same way as to the initial negotiation. On the negotiation Details page. 8.1. enter your new bid information and click Continue. 2. Click Submit. Verify the details of your quote or bid.1. Once the buyer has published the updated RFQ/Auction. Once you have displayed the new negotiation. 4. 5. If correct. notifications are sent to the original and any newly added participants. The system will validate the response information you entered in your spreadsheet.Oracle Sourcing Help 7. you can easily identify the updated information by clicking View New Round Summary. you can respond with your new Quote/Bid. click Submit. use your Back button. or the invitation lists. your prior response is carried over to the new round. If you need to make changes. 9. 5. Click Import. Click the response link to access the Details page. If the item is unchanged from the previous round. After you have located the negotiation in which you wish to participate.

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

3. If there is an X icon in the Alert column. 2. the responsible party failed to perform the deliverable. If Oracle Procurement Contracts is implemented by the buying organization. Page 165/209 .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. which you must review and acknowledge. To be considered for an award decision. Review the information. Click the negotiation number link to view the original negotiation and its updates. Once you have completed the tasks outlined in the deliverable. and then click the checkbox acknowledging you have reviewed the amendment. You use the Create Response page to enter your response to the buyer's negotiation. or click the Review Changes icon to see what information changed between a version and its prior version. You can toggle between the current version and its prior version using the buttons. Click "View Amendment History" to see the changes made to the original negotiation. 5. 1. The amended versions are suffixed with an incrementing counter. 5. The currently active version has the highest number and is the first entry in the table.Oracle Sourcing Help 2. The negotiation summary page shows the original version of the negotiation. Each deliverable has a due date. you are presented the first amendment. and you must respond to these deliverables before their dates expire. 4. You are presented any additional amendments. there may be deliverables to which you must respond. Once you have acknowledged all the amendments. Deliverables are part of the contract terms the buyer may have defined and are typically additional pieces of documentation that must be provided by the supplier. the due date for completion of that deliverable has passed and that deliverable is late. The Amendment History page has entries for the original negotiation and any subsequently amended versions. This includes responses to any contract terms the buyer has defined. 8. Click Acknowledge. you must acknowledge that you have viewed the amendment and placed a new response. 6. 7.1. you respond to the deliverable and update its status. 9. On the Acknowledge Amendment page. Contract terms are displayed in the Contract Terms section of the page. you can place a new response on the negotiation. If there is an exclamation point icon in the Alert column. Click the Update icon. The Review Changes page identifies the information that has changed. Click Acknowledge Amendment. they will be listed in the Deliverables section. Click the suffixed number links to see the different versions of the sourcing document. If there are deliverables.

Oracle Sourcing Help

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

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

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

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

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

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

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

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

5.2.3

How do I track the status of my responses?

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

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

5.2.4

What information is contained on the Disqualified Responses page?

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

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5.2.5

What information is contained on the Awarded Items page?

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

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Response Quantity The number of item units you offered to sell the buyer. The Rejected Items page shows: Response Number The number assigned to your response by the system.Oracle Sourcing Help 5.| Type The type of negotiation: RFQ. Negotiation Number The number assigned the negotiation by the system. Promise Date The date by which you promised to deliver the item. Reason Any message provided by the buyer explaining why the item was not awarded.2.6 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. Response Price The price at which you offered to sell the item. if any. or Buyer's Auction Item Description Description of the negotiation item. Once a negotiation has been published. Your Response Number The number you assigned your response. The Rejected Items page allows you to drill down into detailed information about the negotiation and your response to it. participants can communicate with each other by entering into an ongoing conversation called an online discussion.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. 5. Page 170/209 .

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

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

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

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

You can toggle between the current version and its prior version using the buttons. Once you have acknowledged all the amendments. Click Acknowledge. 9.11 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 use the Create Response page to enter your response to the buyer's negotiation. The Amendment History page has entries for the original negotiation and any subsequently amended versions. Click the negotiation number link to view the original negotiation and its updates. the next time you access the system the status of your initial response will have been changed to Resubmission Required in the Your Active and Draft Responses section of the Negotiations Home page. you can place a new response on the negotiation. Click "View Amendment History" to see the changes made to the original negotiation. If Oracle Procurement Contracts is implemented by the buying organization.2. and then click the checkbox acknowledging you have reviewed the amendment. Click the suffixed number links to see the different versions of the sourcing document. You are presented any additional amendments. 4. Click Acknowledge Amendment. On the Acknowledge Amendment page. 8. If you placed a response before the amendment was made. Page 175/209 .Oracle Sourcing Help To respond to a negotiation that was amended after your first response: 1. Deliverables are part of the contract terms the buyer may have defined and are typically additional pieces of documentation that must be provided by the supplier. you must acknowledge that you have viewed the amendment and placed a new response 7. The amended versions are suffixed with an incrementing counter. The currently active version has the highest number and is the first entry in the table. which you must review and acknowledge. 6. 2. Review the information. The Review Changes page identifies the information that has changed. 3. 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. you are presented the first amendment. This includes responses to any contract terms the buyer has defined. there may be deliverables to which you must respond. 5. 5. Contract terms are displayed in the Contract Terms section of the page. To be considered for an award decision.

Oracle Sourcing Help

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

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

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

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

5.3 Searching
5.3.1 How do I search for negotiations?

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

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

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

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

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

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

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

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

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

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

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

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buttons. Function security means that features can be used only by users who are allowed access to the features. Your system administrator controls function security by creating a Responsibility consisting of different functions. some browsers will not upload files or browse directories whose names contain language-specific marks such as accents or umlauts. If the feature in which you are uploading allows. Note: Depending on how the system is set up. If you receive a Task Access Restriction message. If you are using a slow dial-up connection.1. you should contact your system administrator to request additional function assignments. 6.1.4 Why can't I access some pages.1. note the error text if any. may time out before the system receives the file.5 Whom should I contact about technical difficulties? If you experience technical difficulties with this system you should contact your system administrator.2 Glossary A Agreement Terms (Blanket Purchase Agreement only) Agreement terms are optional. and (for bulk load jobs only) the job number. 6. links. Your Sourcing responsibility assignments determine which features you can use.Oracle Sourcing Help 6. Total Agreement Amount Page 180/209 . or task bar options? All system features are controlled by function security and your userid. Then contact your system administrator. or other feature. button. the connection. Users who are associated with this responsibility can access and perform specific features. or multibyte languages (such as Chinese). link. Agreement Start Date/Agreement End Date The period during which the blanket purchase agreement is effective. try placing the file in a WinZip file to reduce the file size or using a faster connection to the system. particularly for large files. the steps you performed that led to the problem. 6. or if you cannot view or access a specific page.6 What if I have problems uploading files? Check the online Help about errors or failures. or if your upload does not complete. task bar option. If you still cannot determine the cause of an error or failure. and apply only when you have selected "blanket purchase agreement" as the auction outcome.

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

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

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

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

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

Line Types A negotiation line item's line type determines whether the line item refers to goods or services (other line types can also be defined). For example: Auction #1234.Oracle Sourcing Help H I J K L Lead Time The number of days between the order date and the shipment date (not between order date and receipt date). bid decrement = $100 Bidder A's original bid = $1. Note: A bid decrement amount will always be applied to a bidder's current bid price.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. but will be applied to the bidder's current bid price. You can enter either a straight amount or a percentage by which bids must improve.000 Bidder A's second bid = $900 Bidder A's third bid = $800 Auction #2234. If you specify your bid decrement amount as a percentage. M Minimum Bid Decrement The minimum amount by which bids must decrease This is set in the auction's bid controls. bid decrement = 20% Bidder B's original bid = $1.

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

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

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

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

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

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

For each supplier there may be multiple supplier sites. This is helpful if pricing is based on a published standard and/or tariff. 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. Spreadsheet applications are recommended to open tab-delimited text files.Oracle Sourcing Help See Auction Outcome. Set up in Oracle Purchasing using the Suppliers window. but without any special formatting characters. Page 193/209 . U Unit The unit of measure (UOM) in which items are listed. Supplier Master A repository of information about suppliers from whom you purchase goods and services. T Tab-Delimited Text File In tab-delimited text (. For more information. Click "Edit Personal Information" from the Sourcing Welcome page to set your time zone preference. 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.txt) files. Total Ageements Amonut To Be Determined (TBD) Pricing A buyer can specify that the pricing will be determined at a later date. Target Price The price a buyer hopes to pay for one unit of an auction item Time Zone You can select the time zone in which you will conduct your system transactions. The system recognizes the UN standardized UOM codes. 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.

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

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

Appendix 7.1.type (bid or quote). Inc. Page 196/209 . Amounts do not include lines where award quantity and award amount are unspedified. Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity. Copyright 2000 Three D Graphics. as well as the total amount awarded to this supplier. For each supplier.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). savings is zero.1.1 «How do I run the reports?" Notes: Note the following when generating and evaluating report information o o o Any report displaying calculated amounts does not include any RFI amounts. the report shows the total amount generated by each sourcing transaction.Oracle Sourcing Help 7. You can sort the report by clicking on the any of the underlined column headings To run the Awards by Supplier report. If Current Price is not available.1 What are the Sourcing Intelligence reports I can generate? You can generate any of the following Sourcing Intelligence reports: Awards by Supplier report Savings by Category report Awarded Bids Detail report Awarded Quotes report Perspective for Java licensed from Three D Graphics. Inc. see Section 4.3. 7.

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

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

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

you can view the supplier responses and manually assign a score that reflects the desirability of the response. When you view the responses you have received. and the system uses the scores you entered (and possible the attribute's weight) to calculate the score for that attribute . With line attributes. Enter the following details (*indicates a required field): RFx/Auction Currency The currency in which you will enter and view all monetary values. See What information must I provide to create my negotiation header? for instructions on creating header attributes. 7. you define the maximum value that can be assigned to the attribute (and possibly its weight if weights are being used).Oracle Sourcing Help supplier and allows you to make a more informed award decision. The currency is always defaults to the functional currency for your organization and is display only. the system will automatically convert them to your default functional currency. you must identify all possible responses and assign a score to each while you are defining your negotiation. Suppliers must include responses to header attributes as well as negotiation lines. you explicitly enter score values. Then when making your award decision. click the "Enter Business Terms and Conditions" link to access the Enter Business Terms and Conditions page. * Price Precision Page 200/209 . you must enter the business terms and conditions that will govern the negotiation. See How do I score header attributes? for an explanation on entering score values and how a header attribute's score is calculated . You score header attributes differently than line attributes. See How do I score header attributes? for more information on the use of header attributes. click the "Define currency list" link to select the currencies you will accept and enter exchange rates and price precisions for those currencies. After you have entered your description. With header attributes. If you select the "Allow responses in other currencies" option. Then at analysis time.4 How do I enter business terms and conditions for my RFxs and auctions? Whether you create a new RFI/RFQ or auction or edit a draft.

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

you see both for all bids. click the "Add Items" link to proceed to the next step. The draft document is available from the Negotiations Home page. Page 202/209 . your bid is enclosed in a rectangle. 7. The current winning Quote/Bid is enclosed in a circle.Oracle Sourcing Help The FOB terms for your supplier. all quotes/bids are displayed as dots. 2. Click View Monitor. If the bid belongs to you. 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. Additionally.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. A new window opens showing the current responses on the item you selected. you see only the price. Holding the cursor over a bid displays its current price. if you are a respondent. you can use the monitor to graph the progress of the negotiation items and the responses they've received over time. To use the Graphical Monitor: 1. Select the item whose performance you wish to see. The possible values and the default are defined in Oracle Purchasing. as well as blind RFQs. 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. or you can save the negotiation as a draft by clicking Save Draft. Click on the monitor icon. The possible values and the default are defined in Oracle Purchasing. Freight Terms The freight terms for your supplier. If you are the buyer. Note to Bidders Add Attachment When you have finished entering your business terms and conditions. Any time you are on a page on which the graphical monitor icon appears and is enabled. you will see your name and price. 3.

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

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

These templates can then be used to default clauses and deliverables on a contract. all the clauses in the contract template automatically become standard clauses in the business document. the text of a standard clause in the business document can be changed. A non-standard clause is a clause that you create to add in directly into the business document.9 About Contract Templates Oracle Contracts enables you to define a standard set of templates to easily default terms and conditions for contracts authored by your organization. not in contract templates. 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. 3. 2. 7.1 About Clauses A standard clause is the legal or business language used to author a contract. You can create templates that include both clauses and deliverables.9. or a standard clause that you edit and make non-standard. Unless protected. You can create and modify standard clauses in the Library. Prior to approval. Apply the contract template to a business document. Page 205/209 . the contract template can contain both approved and draft clauses. Non-Standard Clauses Non-standard clauses exist only in business documents.2 “About the Contract Terms Library”). Approve the contract template. Clauses are drafted based on both business and statutory requirements. Standard Clauses A standard clause is a clause defined in the Library (See Appendix 7. After you apply the contract template to a business document. you must perform the following steps: 1. or you can leave the clauses in draft form. at which point the clause becomes a non-standard clause. Add the clauses to a contract template.9. In order to make standard clauses available to be used in business documents.Oracle Sourcing Help 7. You can either approve clauses before adding them to the contract template.

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

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

Note: If you want to see information about deliverables in the preview output of a business document. see Deliverable Variables in Clauses . In addition to the contractual commitments that businesses need to fulfill. all deliverables associated to that contract template are copied to 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. If a business document refers to a contract template. you must create one or more special "deliverables" clauses. they might define other internal tasks that contribute to the overall execution of the business document. besides products and services bought or sold are classified as deliverables. and the deliverable status is either Open or Rejected.3 About Deliverables Businesses enter into contractual agreements with their trading partners. Note: You can only define deliverables for contract templates with the Buy intent. Note: The term "overdue" applies to deliverables where the due date has passed.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. List of Values: If you want to provide more than 200 values for that Value Set in FND. you can update the status of the deliverables in the business documents. under the Terms and Conditions of the business document. The following list shows the operations that you can perform only on deliverables in business documents: Page 208/209 . You can define deliverables as part of the contract template creation process. and if any responsible party failed to perform one or more deliverables. and as part of the contractual agreement will have commitments to fulfill. The commitments on the business documents. In addition. 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. 7.9. When a contract template is applied to a business document. and you can create new deliverables specifically for the business document. you can update the deliverables that have become part of the business document. For more information. you can check which deliverables are overdue.

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

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