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

..............................4 Additional Creation Topics .......1............1....11 Who can participate as team members? ........11 How do I extend a negotiation that is in progress? .........3................................................3.......................3 Are there any shortcuts available when creating a sourcing document? ............4........1.... 99 2..........8 How do I view the backing information for lines AutoCreated from Oracle Purchasing?........8 What are price breaks...........................3 Monitoring Negotiations..................................3....................3 How do I respond on behalf of suppliers without Internet access?.....................................1.3............. 92 2............10 How do collaboration teams work? ..........3.1...4.......................7 What are contract terms and conditions......... and how do I use them in my negotiation?............3.......4................1.................................4............ 114 2.................................. 107 2.............4...............4..........9 What are amount based line types................................................................... 100 2............ 102 2.............. 105 2....2.........................4.....1............... 105 2...............................14 How do I initiate a new round of responding?...........4 What are Your Negotiations at a Glance?....6 How do I download the responses I have received? ...........................................1. 84 2........................... 106 2..........7 How do I analyze the responses I have received?...5 2.............3...................... 93 2......................1......................................................................................................... 98 2............6 .4 What are contract terms and conditions....4......................13 What is shortlisting and how do I use it? ..........3.............2..........5 How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line?.............................. 117 Page 5/209 2...................1......................4 Can I create and save sourcing documents without submitting them? ......................... and how do I create and use them? ....................... 96 2.2 Using Oracle Services Procurement and Oracle Procurement Contracts........ 103 2.... 86 2...........................Oracle Sourcing Help How do I use price elements? .......... 97 2..... 114 2...................... 88 2...................... and how do I use them?............................4.......... 116 2... 108 2.....1......4............................... and how do I use them?.. 91 2...1..1............. 98 2... 88 2..........9 How do buyers and suppliers communicate while a negotiation is in progress? ................... and how are they used? .....................12 How do security levels work? .6 How do I copy a sourcing document?.................... 115 2.1.................................................... 103 2...................2............................10 Can I invite additional suppliers to a negotiation I've already created? ......13 What are global agreements........ 95 2............... 104 2.......1 How do I create a deliverable and use it in a negotiation document?........3....................... 96 2............3..... 109 2...... 100 2.......... 107 2................2.......................................2 How do I monitor the negotiations I have created? .................................... 102 2........ 110 2.....2 What kind of services can I negotiate for?.. and how do I use them in my negotiation?................... 106 2. 112 2.............................. 84 What are Reusable Price Element Lists.......4...... and how do I use them?............1...........4......................................................................................1..................1 What are some negotiations strategies I can use? ......3..3...............................................3...3...........3.........4.................................3..............3 How do I define services related lines?....................12 How do I change my auction's AutoExtend settings while the auction is in progress?............1 How do I access negotiations? .............2 What is a sourcing event? ...................5 How do I create a deliverable and use it in a negotiation document?..1..............3..7 What are price breaks...

................................. 120 2... 145 4.......5............1.................16 How do I cancel a negotiation?....10 What information is contained on the Award Summary page? .............................3..................................5 Searching....................... 142 4. 121 2.....................................................4 Searching for suppliers:................ My Profile ..4...3 What are the different methods I can use when performing awards? .................11 Can I see information on my negotiations once I have completed awarding them? ..........................4..........................3.................. Sourcing Buyer Intelligence Reports........12 How do I generate a purchase order document? ... RFQ... 124 2..3.............. 147 4..1........... 144 What is the Awarded Bids Detail report? ...1 How do I view the responses I have received? .... 137 2....................................6 Searching for addresses:..............................18 How do I print information on my negotiation? ..........8 How do I allocate backing requisitions among awarded items? ...................... 127 2........................4.... 143 4......2........................1 How do I update my Sourcing personal options? ............................20 How do I manage deliverables I have assigned to a negotiation?............1................................................... 138 2........ 133 2...... 141 2.....2... 147 4....5.... 143 4..... 145 What is the Awarded Quotes report? ..4..4..................................1 Introduction to Sourcing Intelligence......................1...................... 142 3.2.....1........................... 139 2.....4.............................. 144 4.....4............1 What is the Awards by Supplier report? ............2... 140 2......5.....................5.....................13 What is contract binding?.......1...........1................................1..........5 How do I download the responses I have received? .............................. 137 2.7 How do I use a spreadsheet to award negotiation items?.... 124 2..1 How do I search for information on Oracle Sourcing? .............4....................... 143 4..3 Searching for draft negotiations ......1..............................1........................9 How do I disqualify responses I receive for an RFI...............................4..................2....................................................... 133 2.....5 Searching for lines and categories.................................. 123 2.............. 129 2....................................1.....................6 How do I manually score header attributes? .4........2 Searching for all negotiations to which you have access:.......... 124 2..... 120 2........3......1 Searching for your negotiations in which you are participating: ...2 Intelligence Reports ......4 How do I award business in an RFQ or auction?.. 135 2...........................1 What is Sourcing Intelligence? ......17 How do I create an amendment to a negotiation? ..5.......................................................................................................3...2 What is the Savings by Category report?.....................2 Savings by Category report..... 131 2........................................................... 141 3.......... 139 2......5..19 How do I view the approval history for my negotiation? .... 143 4......5...3 Awarded Bids Detail report ...........5................................................. 120 2.....4.................................................................4............4 Awarding Negotiations ................. 137 2.................. 145 4........2 How do I unlock and unseal a sealed RFQ or auction? .......3......................................................3........................................ 136 2....................... 130 2.....1.................7 Searching for lists.. 148 Page 6/209 2......................... 144 4......................... 124 2..................................................3 How do I export data to a spreadsheet? ............... 138 2................... 143 4.........................1 Awards by Supplier report . or auction? ..Oracle Sourcing Help How do I close a negotiation before its scheduled close date and time?................. 128 2...................................2.......................4 Awarded Quotes report ...4............1 How do I run reports? ................1....... 147 4....... 122 2......................................................1.................................2 What are the Sourcing Intelligence reports I can generate?.................15 ................................................................................................................1.

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

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

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

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

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

quantity.1 What is Oracle Sourcing? Oracle Sourcing offers flexible negotiation capabilities to buyers and sellers.1.7 “Can I accept responses in multiple currencies”) Multiple Language support Notes and Attachments (See Chapter 6. Page 12/209 .1.1.1 Frequently Asked Questions: Oracle Sourcing 1.2 Getting Started with Oracle Sourcing 1.4 “How do I create and edit a reusable invitation list”) Sourcing Template (See Section 2.1.2.2. and then use that information to create negotiations that drive prices based not only on price. Buyers can use the information obtained to subsequently conduct an RFQ or buyer's auction. requests for information (RFIs). The four different types of sourcing documents available . Buyers and sellers.2.Oracle Sourcing Help 1. who might never meet face-to-face. enabling them to efficiently obtain the best possible prices for goods and services. and item-specific attributes.4.3.2.1. “How do I create and edit negotiation templates?”) and Copy features (See Section 2.1.requests for quotations (RFQs).1. but on lead times. Common Functionality All sourcing document types have the following common functionality to simplify the negotiation creation process: Reusable Attribute Lists (See Appendix 7.2.16 “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. and buyer's auctions.6 “How do I copy a sourcing document”) Multiple Currency support (See Section 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. Buyers use real-time interaction to obtain information on suppliers' products and services.2 “Glossary”) Terms and Conditions enforcement (See Section 5. Prices are established based on actual supply and demand at the time the negotiation is transacted.

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

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 .

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

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

1.1.2.4. submit Other Proxy Bidding (See Attribute Based Section 5. Multiple If allowed by bidders may multiple bids. and invitation list are copied into a new document which you can edit if necessary.1.3.1.4.1. Manual Extend/Early Close (See Sections 2.8) 5.15) Buyers can manually extend an RFI or close an RFI earlier than the scheduled close date.3.1. item information.15) scheduled close Minimum Bid date.11) Buyers can Manual Extend (See manually extend Section 2. Decrement/Increment (See Section 2.8) Extend/Early Close (See AutoExtend (See Section Section 2.11) an RFQ or close an RFQ earlier Early Close (See Section than the 2.8) Section 5.4.10) Bidding (See Power Bidding (See Section 5. Multiple Quotes The RFQ business process allows suppliers to submit a single quote per round.1.Oracle Sourcing Help Attribute Based Bidding (See Section 5.11) 2.8) RFIs use item attributes to solicit item information from suppliers.1.1.8) Price Elements (See Manual Section 5. Convert to negotiation document (See Section 2. Bids buyer. or any other users in your organization.11) Price Breaks (See Section Price Breaks (See Section 2.2) Information obtained during the RFI can be used to create a new negotiation document.4.3 What time saving functions are available to me when creating negotiations? There are many ways you can streamline the creation of sourcing documents: Copying an existing document You can copy documents that you.4.4.7) 2.1. have previously created. terms and conditions.1.7) 1.11/2.10) Price Elements Attribute Based Bidding (See Section (See Section 5.1. Page 17/209 .1. The details of the document such as the controls.1.

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

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 are granted exclusive control until you release it. but also to other features salient to each item. called item attributes. and delivery. These attributes represent important aspects of the item for which the buyers need information from their suppliers. 1.5 Are reusable invitation lists and reusable attribute lists shared across all three negotiation types? Yes.1.1. these attributes can be either required.6 What is attribute based negotiation and how can I use it? Attribute based negotiations enable buyers to define multiple item-specific characteristics.2. From this page. you can click "Continue editing your draft. that allow bidders/suppliers not only to respond to the price.4 Who can utilize the spreadsheet functionality? Both buyers and suppliers can utilize the spreadsheet functionality to save time when creating or Quoting/Bidding on multi-line item negotiations. 1.2. 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.1. When creating an RFI. Depending on the setting chosen during the negotiation creation. 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. Item attributes and their responses comprise the heart of the RFI process.1.7 I just saved a negotiation as a draft document. 1. quantity. these lists are shared across all document types and can be accessed by the buyer as required. From this page you can access and edit any of your draft negotiations. ensuring that only one user can work on a draft at any time.Oracle Sourcing Help 1. 1. you can click "Manage Draft Negotiations" to access the Manage Draft Negotiations page. buyers define attributes for negotiation items. or display only.2. you see the Confirmation page." Alternatively.1.2.2. optional. 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. in essence "answering" the buyer's question. The document is released when Page 19/209 .

can unlock draft auctions/RFQ which were locked by other users. The system automatically updates the status of the previous round to Closed.2.2.10 If I have saved a draft of a new Quoting/Bidding round. Negotiations with Round Completed are not available for awarding. However. Each has its own benefits: Page 20/209 .2. (The original creator can always unlock a draft. 1. the system automatically updates the status of the previous round to Round Completed. (Users with the appropriate function security. you can delete the draft for the new round from the Manage Draft Negotiations page. You submit it (the draft becomes a valid negotiation in the system).2. The draft creator selects the draft and clicks Unlock on the Manage Draft Negotiations page. 1.Oracle Sourcing Help You save it.1. Negotiations lines entered directly in Oracle Sourcing can include item numbers and item revisions if the item information was retrieved from the Item Master. you are not required to enter any information.1.1. If you wish to create a draft for a new round.12 I know I can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing. What are the differences? You can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing. It is removed from the system.) 1. You delete it from the Manage Draft Negotiations page.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.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. can I award business to quotes/bids from the previous round? Once you save a new round of Quoting/Bidding. such as the Sourcing Super User. making it available for award.) Another user removes the lock. 1. The information from the previous round is enough to save a draft. You can save an negotiation as a draft as soon as you get to Step 2.1.

quantity. the more desirable the attribute value or range of values.13 What happens if I cancel a negotiation having backing requisitions in Oracle Purchasing? As soon as you cancel a negotiation with backing requisitions. the more important the attribute to the item.1.1. As responses are received. monitoring analysis and RFQs/auctions in Oracle Purchasing Integrated with the item master RFQs can be created by copying from blanket agreements Online Quoting/Bidding possible Spreadsheet Quoting/Bidding possible Suppliers can quote using EDI Buyers and suppliers can negotiate on Buyers and suppliers can create price price elements. the system calculates a weighted score for each attribute response and a Total Score for the item. Scores represent the desirability of that attribute value or range of values compared to other values.2.Oracle Sourcing Help RFQs/auctions in Oracle Sourcing Real time bidding. 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. The old Sourcing negotiation number remains on the requisition line until a buyer creates a new negotiation using the requisition. Custom attributes having weights and scores are called weighted attributes and require a response. The higher the score. 1. Page 21/209 .2. 1.14 What is Multi-Attribute Weighted Scoring and how does it work? Multi-Attribute Weighted Scoring is the ability for a buyer to use customizable attributes to define a product or service in a quantifiable manner. The goal of scoring is to motivate a respondent to respond with quotes/bids most closely matching the desired attribute values. New buyers can then manage the requisitions as needed. breaks. The higher the weight. the requisitions become available again to AutoCreate in Oracle Purchasing. It then ranks the scores for the same item from different respondents based on a Price to Total Score ratio. Scores are numbers between zero and 100 and are assigned to each possible attribute value or range of values. or need-by date. Weights and scores can be assigned to the custom attributes. Each weight assigned to an item attribute is a number between one and 100 that represents the importance of that attribute compared to other item attributes.

1. The lowest ratio among competing responses may not offer the lowest price.15 What does the Price to Total Score ratio mean? The Price to Total Score ratio is calculated only for Multi-Attribute Weighted Scoring RFQ/Auctions and is used to rank quotes/bids. When you create a new negotiation.2. but it offers the lowest price per point of score. the system will automatically convert the responses to the negotiation currency.1. quantity.Oracle Sourcing Help 1. However. it offers the best value for the money.1. A buyer can view bids plotted on a Price to Total Score graph to assist in analysis of quotes/bids. 1. Whenever you view the responses you have received. In a Multi-Attribute Weighted Scoring negotiation.2. Though suppliers in a multi-currency negotiation can submit responses in several currencies. To lower the ratio for an item included in a bid. you can allow bids or quotes in currencies other than the negotiation currency. 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.2.17 Can I accept multiple currencies in my negotiation? Yes. the bidder/supplier must lower the Quote/Bid price for the item and/or submit responses to the weighted attributes that increase the total score for the item. The winning response is decided based on the buyer's definitions of the relative importance of item attributes. The buyer can still award the item regardless of the ratio. however. 1. 1. reflected in the Price to Total Score ratio. they are allowed to respond in only one currency per response. The lowest ratio receives the highest rank. you can invite these users Page 22/209 . delivery dates and attributes of an item. In both price-only and Multi-Attribute Weighted Scoring negotiation. 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. the buyer can still award the negotiation to any supplier regardless of the Price to Total Score ratio values.2. the system ranks the supplier only on the basis of price. the negotiation currency defaults to the functional currency defined for your operating unit. item attributes can be scored and weighted.1. In other words.16 What is the difference between Price-Only and Multi-Attribute Weighted Scoring RFQs/auctions? In a price-only negotiation.

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

Click Register.1. Select the applications to which the user will have access. can directly register and approve users. From the Portal page.20 What is the purpose of notifications? Who receives them and when? Notifications are used to communicate specific events to users.2. enter the required information. and participate in the negotiation Preview or open Buyers date/time Preview or open All invited suppliers date/time Preview or open All invited date/time contacts additional To invite them to register.Oracle Sourcing Help To register a user yourself: Anyone with the Sourcing Super User authorization.1. Invitations are automatically sent to each supplier. click "Register a Supplier User." 2.2. acknowledge intent. a buyer with the appropriate authorization can add the company to your Supplier Master). Event Recipient Purpose To inform them that the negotiation is open for previewing or bidding To invite them to acknowledge intent. 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 . 1. 1. On the Register an External User page.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. 3. You receive a confirmation that the new user has been registered. 1. Search for and select the supplier company name by using the flashlight icon (if the supplier company information does not exist within the system.

2. 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. When the reminder gets sent depends on the duration of the negotiation. 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. they receive a reminder email notification once the negotiation has opened for either previewing or responding.21 When does an invitee receive a reminder email notification? If companies do not acknowledge participation by a certain time.1. or all a certain Quote/Bid has been quote suppliers in the sealed disqualified RFQ. and the close date. The negotiation duration is the length of time between either the preview date (if the buyer specified one) or the open date.

these new invitees receive reminders at the original time. Such acknowledgments are intended to enhance communication between buyers and suppliers and inform buyers of the potential participation.2. 1.1. The new round of negotiation is now treated as a regular new negotiation and invited companies in the new round should acknowledge their intent to participate again. then invitees do not receive a reminder. If the negotiation is closed. You cannot respond to any negotiation that your company owns.2.2. Otherwise. you can upload it to enter your responses into the system to. If the buyer starts another round of negotiation before the reminder time.1. you can respond to negotiations created by your company's affiliates.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. Once you have completed this spreadsheet.1. they receive it at the original reminder time. It is not mandatory to acknowledge your intent before submitting responses. canceled or deleted before the reminder time. if they are added after the original reminder time. 1.23 Can I respond to a negotiation created by someone in my company? No.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. you can download a spreadsheet which you can complete offline to specify your response information. 1. Page 26/209 .24 What is the quickest way to respond to a negotiation that has many line items? If the negotiation you wish to respond to contains many line items. they do not receive reminders. the reminder is not sent. then invitees do not receive any reminder. however. However. Bulk loading is also useful if you respond in similar negotiations that occur repeatedly. If additional companies are added before the original reminder time.

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

Once the RFQ is completed.1. RFQ monitoring (See Section 2.1. RFQ creation (See Section 2. suppliers are immediately notified of the results via online notifications.1 “How do I create an attribute list”). Steps in the RFQ process include: 1. buyers can review quotes and award the RFQ or submit a modified RFQ for another round of quoting.4 “How do I award business in an RFQ or auction”).2. Suppliers cannot view competing quotes while the negotiation is in progress.2. Reusable invitation lists (See Section 2.4.Suppliers view the RFQ details and submit their quotes online. RFQs typically consist of multiple rounds with competition focused on whether supplier(s) can meet the specific requirements. RFQ modification or awarding (See Section 2.4 “How do I create and edit a reusable invitation list”).1. 3.Buyers can monitor real-time quote activity and take appropriate action.2. Page 28/209 . Buyers initiate RFQs that may include multiple line items by publishing the RFQ and inviting suppliers.3 “How do I respond to a negotiation”). Buyers analyze the quotes and either award the RFQs or modify the RFQs and open them for another round of quoting. Quote preparation and submission (See Section 5.5.2.2 “How do I monitor the negotiations I have created”). 4. The suppliers' responses to the RFQ allow the buyer to compare quotes and negotiate the best price and specifications for the good or service. RFQs supports both blind and sealed RFQs.1. Reusable attribute lists (See Appendix 7. Once suppliers have submitted an initial round of quotes. Price elements (See Section 2. RFQ Capabilities RFQ templates (See Section 2. RFQ is typically used for complex items or services such as made-to-order manufacturing items or construction projects.1.3.1.3 “How do I create and edit negotiation templates”).2 Getting Started with RFQs RFQs support the full business process to solicit quotes from suppliers.1 “How do I create a new negotiation”).Oracle Sourcing Help 1. 2. RFQs enable buyers to collect quotes from suppliers for complex and hard-to-define items or services. The RFQ process usually lasts days or weeks through multiple rounds of negotiations.5 “How do I use price elements”).

2 “How do I monitor the negotiations I have created”).16 “Why would a negotiation have special terms and conditions”) Quoting online (See Section 5. Sourcing Events (See Appendix 7.5.2 “Glossary”). Page 29/209 . Monitoring quote activity in real-time (See Section 2.15 “How do I close a negotiation before its scheduled close date and time”). (5.11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2. Online or offline awarding capability (spreadsheet awarding).16 “How do I cancel a negotiation”)and Disqualifying quotes (2.1.13 “How do I download a spreadsheet and respond offline”).2 “Glossary”).8 “How do I use item attributes and price elements when responding to a negotiation”).4. Multiple RFQ styles: blind or sealed (See Section 6. and how do I use them”). Multi-round quoting (See Section 2.4.9 “How do I disqualify responses I receive for an RFI.6 “How do I submit a response online”) and offline (spreadsheet quoting).4 “How do I award business in an RFQ or auction”).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. Integration with Oracle Purchasing (See Section 2.5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”).1.3.4. Capture Total Cost (See Appendix 7. Real-time status updates Notes and attachments (See Section 6. Canceling RFQs (See Section 2.1.14 “How do I initiate a new round of responding”).4.7 “What are reusable price elements and how do I create them”).4. Quote comparison (See Section 2. Terms and Conditions enforcement (See Section 5.5.1. (See Section 2. or auction”).4. RFQ.1.Oracle Sourcing Help Price breaks (See Section 2.6 “Why are some RFQs and auctions associated with a sourcing event”).1.14 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”).7 “What are price breaks. Graphic RFQ monitor (See Appendix 7. Manual extend (See Section 2.

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. ensuring the integrity of the submitted RFQ items. 1.2.2 Can I submit multiple quotes per round? If allowed by the quote controls.1 What are the Unlock Date and the Unseal Date? The Unlock Date is the date when the buyer unlocks the closed RFQ to view the received quotes. This allows you to create your multi-line RFQ quickly.3 Can I cancel or retract my quote? No. It is the RFQ buyer's reference and review currency.2. You can prepare your list of RFQ items offline and upload the completed spreadsheet.3.2. 1. Page 30/209 . The Unseal Date is the date when the buyer unseals the unlocked RFQ allowing the suppliers to view the quotes as well. 1.3. An RFQ buyer can setup an RFQ to accept quotes in multiple currencies by selecting the RFQ currency and then identifying any Quote currencies in which quotes will be accepted.2. Suppliers can choose the Quote currency in which they will place their quotes. 1.2.3 Frequently Asked Questions: RFQs 1. In a Multi-Attribute Weighted Scoring RFQ. Quotes are converted to the RFQ currency for quote review. but you must enter the weights and scores for an item's scored attributes online.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.3.3. Quote Currencies Additional currencies in which quotes will be accepted. The system validates the data.Oracle Sourcing Help 1. but quote disqualification is at the discretion of the buyer. you can submit multiple quotes within the same round. You can contact the buyer who created the RFQ and ask to have your quote disqualified.3.2. you can upload items using a spreadsheet.

Promise Date is an required field. In an RFQ whose outcome is a blanket purchase agreement. 1.3.3. 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. An automatic invitation will be sent to each invited supplier.Oracle Sourcing Help 1. This is one of the feature of RFQs and mirrors the general off-line behavior of this negotiation model.3. 1. You can invite suppliers by selecting them from the supplier master list.9 Is an RFQ always blind or sealed and why? An RFQ is always either blind or sealed. Page 31/209 .2. the Promise Date is optional. Once the supplier has provided you the email address.2.2. See How do I invite suppliers to my RFQ or auction? for details on identifying contacts.7 How can I view the quote values for all the price elements of an RFQ item? You can view the quote values for an item's price elements from the Negotiations Summary page. 1. 1. During the upload. 1. When creating additional rounds for an RFQ.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. spreadsheet items are validated to ensure the integrity of the submitted quote. the Promise Date is required only if the RFQ uses multi-attribute weighted scoring and Promise Date is one of the scored attributes. you can invite additional suppliers by using the same process employed during the initial RFQ creation. In all other cases. Downloading the RFQ contents allows suppliers to quickly respond. Suppliers complete the quoting process by uploading the spread sheet back to the system. completing multiple item attributes.2. When Promise Date is an optional response.3.6 What is the most efficient way to quote on many line items in an RFQ? If an RFQ consists of many line items.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.8 What is the Promise Date. and why would I enter one? In an RFQ whose outcome is a standard purchase order.3.3.11 Can I invite additional suppliers to subsequent rounds of an RFQ? Yes.2.

you cannot see either the name of the respondent or the details of the bid until you unlock the RFQ. 1. can I see who is bidding? In a sealed RFQ. 3. you can use the Graphical Monitor to view quotes. 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 . you can manually close your RFQ earlier than the original close date/time. On the Negotiations Summary page.2.3. Use the negotiation number in the Search Negotiations fields on the Negotiations Home page to access the negotiation.Oracle Sourcing Help 1. 1.3. Select Start New Round from the Action Menu. On the Start New Round page. you can start another round of quoting.2. none of the details are available for viewing by any suppliers. 2. 1.3. however. you can see how many quotes are being placed. 1. select Close Early from the Action menu to close the RFQ.13 Why can't I see the graphical monitor in a sealed RFQ? While an RFQ is sealed.3.14 Can I close my RFQ earlier than the original close time? If you select the Early Close option when specifying quote controls.2. Once the buyer has unlocked and unsealed the quotes.2.12 In a sealed RFQ.15 How do I start another round of quoting in an RFQ? Once an RFQ has been closed.

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

Multiple Auction styles: open.The buyer and all other participants can monitor the real-time activity during the auction and take action as necessary. Price elements (See Section 2.1. If permitted by the auction rules.11 “What are response controls”).4 “How do I create and edit a reusable invitation list”). Manual extend (See Section 2.7 “What are reusable price elements and how do I create them”).15 “How do I close a negotiation before its scheduled close date and time”). 3. and how do I use them”). Reusable attribute lists (See Appendix 7. Monitoring the bid responses (See Section 2.11 “What are response controls”). Capture Total Cost (See Appendix 7.1. Auction features include: Auction templates (See Section 2.1. Autoextend feature (See Section 2. Proxy bidding (See Section 5.1. 4.4 “How do I award business in an RFQ or auction”). Sourcing Events (See Appendix 7.10 “What is proxy bidding and how does it work”). Minimum Bid Decrement/Increment (See Section 2.2 “How do I monitor the negotiations I have created”). Reusable invitation lists (See Section 2. Once the auction is completed.5.4. Page 34/209 .4. bid attribute value(s).1 “How do I create an attribute list”).1.12 “What is power bid”). Attribute based bidding (See Section 5.Oracle Sourcing Help auction items and submitting bids online. Price breaks (See Section 2.4. bid quantity.3.11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2. Evaluating and awarding bids (See Section 2.5 “How do I use price elements”).1. blind or sealed (See Section 6.2.2 “Glossary”).8 “How do I use item attributes and price elements when responding to a negotiation”).7 “What are price breaks.6 “Why are some RFQs and auctions associated with a sourcing event”).3 “How do I create and edit negotiation templates”).2.1. bidders can view competitive bids during the auction. Power bidding (See Section 5. The buyer analyzes the bids and awards the auction based on the price.1.3. bidders are immediately notified of the auction results via online notifications.2.1.1.1.

Oracle Sourcing Help Canceling auctions (See Section 2. Graphic Auction Monitor (See Appendix 7.16 “How do I cancel a negotiation”) and Disqualifying bid (2.4 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”).4 “How do I award business in an RFQ or auction”). Purchase order generation Real-time status updates Bidding online (See Section 5. Integration with Oracle Purchasing (See Section 2.4.5.4. (See Section 2. Page 35/209 . Monitoring bid activity (See Section 2.4. RFQ.2 “Glossary”). or auction”).9 “How do I disqualify responses I receive for an RFI.5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”).5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Notes and attachments (See Section 6.1.1.2 “How do I monitor the negotiations I have created”).5.13 “How do I download a spreadsheet and respond offline”). Bid comparison (See Section 2.6 “How do I submit a response online”) and offline (spreadsheet bidding). Online or offline awarding capability (spreadsheet awarding).1.1. (5.

someone else at your company can award an auction created by you. Buyers are not required to designate a target price for every item. You can elect to display the target price to participants. links. or task bar options”).5.5 Can someone in my company award an auction that I create? If granted the appropriate authorization. Note: Two people from the same cannot quote in the same RFQ. They have the appropriate function security (See Section 6. The start price is the maximum price in a RFQ or auction at which bidding (or quoting) for one unit of the the item will start.5.4 What is the target price used for? The target price is mainly used for internal performance analysis for the buyer. and 3.2.5 Frequently Asked Questions: Auctions 1.5. 1.2. The buyer can also choose to display the target price to the bidders for reference.2.2.2.4 “Why can't I access some pages.5. Page 36/209 . 1.1 What are the different auction styles? The buyer can choose from three types of auctions: Open: everyone can see the bid content. The target price is the price you hope to pay for one unit of an item.2.1. Everyone can see the bid content once the auction is unsealed.6 Can two people from the same company bid on the same auction? Yes. buttons.Oracle Sourcing Help 1.5. 1.5. 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. The auction to which they are responding is not owned by their company 2. you can optionally set a bid start price (quote start price for an RFQ) and target price for every item in the RFQ or auction. The bid controls for this auction allow multiple bids per round . 1. 1.3 Why isn't there a target price for every item? Target price is an optional value.2. but only the buyer can see the identity of the bidder. provided that: 1. The buyer can see the bids once the auction is unlocked. All registered users in a company can bid on the same auction.2 What is the difference between Quote/Bid start price and target price? When creating a new RFQ or auction.

1.7 When two respondents from the same company place bids.2. After you initiate a new round of responding. However. why would I invite suppliers to participate? For a public RFQ/auction. you are not required to send invitations to any suppliers. you might want to send invitations to increase specific suppliers' awareness of your RFQ/auction and encourage participation. can they view each other's bid details? Depending on the auction style. the bidders will be able to see different information as shown below: Auction Style Other Bidder's Viewable Information Company Name Time of bid Bid details Any Notes and Attachments (if notes and attachments are viewable for auction) Company Name Time of bid Company Name Time of bid Open Blind Sealed/Locked Company Name Sealed/Unlocked Time of bid or Bid details Sealed/Unsealed Any Notes and Attachments (if notes and attachments are viewable for auction) 1.2.1. When you invite a supplier (See Section 2. 1.9 How do I initiate a new round of quoting or bidding? After your RFI.8 If my RFQ/auction is open to all suppliers. and your RFQ/auction appears in that supplier's "Open Invitations" list of invitations. or auction has closed.5.5.Oracle Sourcing Help 1. Page 37/209 . none of the previous responses submitted are available for awarding.5. RFQ.2.13 “How do I invite suppliers to participate in my negotiation”) to participate. that supplier receives an e-mail notification about your RFQ/auction. 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).

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

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

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

if Bidder B bids triggering a proxy bid for Bidder A and the resulting bid results in the same Price to Total Score ration.2. 1.A bidder must submit a single. is up to the discretion of the buyer. Bidders cannot respond to display only attributes so there is no value for comparison. a company can place one bid in each round when being invited to that round Page 41/209 .15 How do two bids with the same score get ranked if the prices are the same? The earliest bid gets a higher rank. best bid" is selected for a multi-round auction. When the buyer hides scores/weights. Bid disqualification. the bidder can contact the buyer and ask to have the bid disqualified. once one user at a company responds. The response is at the company level.5.5. Manual Extend allows you to manually extend your auction close date/time before the auction closes.2.13 Why are display-only attributes not visible in the Bid Compare page? Display only attributes are used to convey information to bidders. 1. AutoExtend extends the duration automatically if new bids are received in the closing minutes of the auction.5. You can also specify if the autoextend is for the entire auction or particular line items.5. You can specify whether the auction is extended from the original close time or from the time when the winning bid has been received.2. Bidder B receives the higher rank because the proxy bid was created by the system after Bidder B's bid.11 Can a bidder retract a bid? If a bidder has submitted. 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. 1.5. no other user at the same company can bid. When the bid control "No . 1.Oracle Sourcing Help 1. the bidder can only view the resulting Price to Total Score for a bid. that is.2. You can also define the total number of auto extensions and the extension period.2. For example. 1.16 What is a Single Best Bid? A Single Best Bid is a response to an auction that allows only one bid per company.12 Why can't I always view scores and weights set up by the buyer? The buyer can optionally hide scores and weights from the bidder.2.5.

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

Supplier A's proxy will only be triggered again if there is a bid with a price lower then USD 84. he cannot modify any attribute responses to try to improve his score. This bid (94/100) is better than Supplier A's bid (95/90).5. This bid (84/90) is now the winning bid.00. but since Supplier B's bid price is still higher than Supplier A's bid price. a proxy bid decrement of USD10.5. since proxy bids are generated based only on the price of the competing bid. Supplier A places a bid of USD 95. Therefore.00 with a score of 90 for the item. Supplier A's proxy is triggered to place a new bid of USD 84. Supplier B's bid is the winning bid even though the bid price is higher.2.18 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.00 with a score of 100 for the same item. To avoid these situations. Supplier B then bids USD 94. Since Supplier B's bid price is less than Supplier A's bid price. Page 43/209 . However. Now Supplier B's bid (92/100) is better than Supplier A's bid (84/90). a bid can be beaten based on the Price to Total Score ratio without triggering a new proxy bid. You may need to cancel the proxy bidding process to redefine attribute information to improve your price to total score ration.2. 1. And since Supplier A's proxy minimum (75. you may need to closely monitor Multi-Attribute Weighted Scoring auctions which also use proxy bidding.19 Can a bidder see the names of the other bidders? Bidders cannot see other bidders' identities.00.00 and a proxy minimum of USD 75. Supplier identities are never revealed to other bidders.00) has not yet been reached. Supplier A's proxy is not triggered.00. Supplier B then places another bid of USD 92. not just the bid price.Oracle Sourcing Help 1.00. For example.

1. o If you have previously created an RFI.1.Oracle Sourcing Help 2. Enter Negotiation Lines (See Section 2.6 “What information must I provide to create my negotiation header”).1. RFQs.13 “How do I invite suppliers to participate in my negotiation”).1 Creating RFIs.9 “How do I add lines to a negotiation”). Help for Sourcing Buyers 2.1. or auction.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.11 “What are response controls”) Enter Your Terms and Conditions (If Oracle Procurement Contracts is bought and licensed) (See Section 2.1. Define Your Response Controls (See Section 2. This allows you to return to the creation process at a later time or have multiple people working on the same negotiation. and Buyer's Auctions 2.1 How do I create a new negotiation? Use the instructions on this page to create Sourcing negotiations (RFIs. Therefore. you can save time by copying an existing RFI/RFQ/Auction. and how do I use them in my negotiation”) Invite Your Suppliers (See Section 2.1 Creating Negotiations 2. RFQs. RFIs are used more for gathering information on goods and service provided by a supplier than to lock in particular price information. You can create a negotiation and save it as a draft before submitting it. the information contained in the RFI can be copied into an RFQ or buyer's auction.1. Page 44/209 .4. 2. and buyer's auctions).1.1. You can also create new negotiations quickly by applying a negotiation template.7 “What are contract terms and conditions. RFQ.1. At the conclusion of the RFI cycle. one unique feature of an RFI is that buyers can choose to define negotiation line items without price and quantity and specify lists of criteria to which suppliers must respond.1.1.1. There are four main steps to creating a new negotiation: o o o o Create Your Negotiation Header (See section 2.1. RFIs can be taken to multiple rounds until the buyer has enough information to identify supplier(s) with which to deal.1.

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

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

AutoCreate uses the requisition information to create a Buyer's Auction or Sourcing RFQ. 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.Oracle Sourcing Help 2. you can search for requisitions according to different attributes such as item or category and include them in a single document. When using AutoCreate. Simply clicking the link takes you to the page where you initiate the operation. you can use requisition information in Oracle Purchasing to create a draft sourcing document that you can then access and edit.3 How do I use Quick Links? The Quick Links section of the Negotiations Home page provides easy.1. one-step access to your most commonly performed Oracle Sourcing tasks. You can use this number to access the document in Oracle Sourcing and to Page 47/209 .1. Buyer Operations Creating negotiations Creating templates and reusable lists Managing draft negotiations Creating and managing sourcing events Updating profile information Supplier Operations Responding to negotiations Monitoring active responses Managing draft responses Viewing award decisions Updating profile information 2. Once you have identified the requisitions in which you are interested.1. The table below shows some of the operations available Sourcing Buyers and Sourcing Suppliers by using Quick Links.1. The backing requisition information is carried over from Oracle Purchasing and used throughout the creation process. The AutoCreated document is assigned a document number. The links are organized by task and negotiation type so you can find the link for the task you wish to perform.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.

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

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

however. Once you have completed awarding the RFQ/Auction. Note. If you delete any of the lines originating from AutoCreate or delete the RFQ/Auction. In general. you are automatically transferred to Oracle Sourcing. you can access it directly from Oracle Sourcing. the backing requisitions are returned to the requisition pool. Using the AutoCreated RFQ/Auction In general you use an AutoCreated RFQ/Auction the same way as other RFQs/auctions. the following points: If you take the RFQ/Auction to multiple rounds of bidding/responding. it exists as a draft negotiation within Oracle Sourcing. if you know the number Autocreate assigned to the draft document.Oracle Sourcing Help Your system administrator can set up the system so once you have completed the document in AutoCreate. you can edit your draft as you would any other draft except for the nonmodifiable information taken from the backing requisitions (see table above). the backing requisitions are returned to the requisition pool and become available for use. Also. the backing requisition information is updated to point to the new RFQ/Auction. Page 50/209 . Otherwise. To access a draft directly from Oracle Purchasing. the backing requisition(s) is returned to the requisition pool. 2. You can apply a template to the draft RFQ/Auction (backing requisition information takes precedence over any template attributes). You must have the Manage Draft Sourcing Documents function to access and edit the draft. Editing the draft The first time you access the draft. Once the negotiation document has been created by AutoCreate. You can add additional item lines if necessary. 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. If you cancel an RFQ/Auction with line items originating from AutoCreate.1.1.5 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 complete Step 1: Describe Your RFQ/Auction. you must have the Edit Draft Sourcing Document function to access a draft.

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

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

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

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

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

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

accept the default value of Online from the Add Line drop down menu. To add a line using the online system." enter an exchange rate for the response currency you selected in the previous step. If the response currency you select for a supplier is not on your currency list. *Indicates a required field : Page 57/209 . select how the line will be ranked. each in a different currency. the follow-up bid must be in the same currency as the initial response. You can enter lines online or bulk load lines from a spreadsheet. provide the following information. to a multi-currency negotiation. 3. and how the line will be added and click Go. Multiple users in a supplier's organization can submit several initial bids. If you select a specific response currency for a supplier. On the Create: Lines page. if a user submits a rebid. Any. The spreadsheet is useful if you are adding a large number of lines. 3. No other suppliers may respond in that currency unless you also associate that response currency with them. However. From the navigation bar in the top left corner." To add lines online: 1. On the Lines: Create Line page. how the ranking will be displayed. or edit a draft negotiation. select Multi-Attribute Scoring as the Ranking type. Click Go. The new price precision applies only to the suppliers to whom you assign it. Line ranking is not performed in RFIs. o o o 2. If you wish to score and weight your lines. Your other option is to load the line information using spreadsheet upload. Continue creating your negotiation.1.1. 2. that response currency is available to that supplier alone.Oracle Sourcing Help o If you accept the default. click "Lines. 2. the supplier can only submit a response in either that currency or the negotiation currency. 4.9 How do I add lines to a negotiation? When you create a new negotiation. you must identify the goods or services you want to purchase or for which you want quotes. Select a price precision for the response currency. If you selected User Specified Rate in "Step 2: Defining Business Terms and Conditions. the supplier can respond in any currency you have allowed for this negotiation: the negotiation currency or any other response currency on your currency list.

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

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

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

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

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

vacation). ensure that you choose Blanket Purchase Agreement as the negotiation outcome for temporary labor line types. Finally. 2. Create attributes as needed to solicit additional information for this line. click Select Price Break Settings and ensure it is not set to None. add any notes or attachments to the supplier. is a response to the price differential required) Select the price type (for example. and then click Go. 4. and specify the differential associated with this price type. rate-based line type. 7.1. 4. select Online to continuing entering your line description online. 9. 3. Enter your price breaks including Price Differentials. Page 63/209 . or click Load from Spreadsheet to upload a previously completed spreadsheet file containing all the line information On the Lines: Create Line page. Enter values in your price fields if necessary. You can include services-related lines with regular amount-based and goods-based lines. 5. make sure you select the Global Agreement checkbox. make sure you select a temporary labor. Job Details. Unit of Measure and Category will default according to the Job you select. The Description. 5. Search and select a job from the Job menu. On the Lines: Create Line page. Search and select a Job from the Job menu. 2. 6. if appropriate. Create attributes as needed to solicit any additional information for this line. Follow steps 1 and 2 above. add notes or attachments to the supplier. fixed-price line: 1. and click Go. Finally. 11. 3. From the Add Line menu on the Create Lines page. For temporary labor line types. 10.1. rate-based line: 1. Continue defining the remainder of the negotiation.10 How do I define services related lines? Services related line types allow you to negotiate on labor contracts. Job Details. General services fixed-price lines use a negotiation outcome of standard purchase order. Specify how price differentials are to be used within the negotiation (for example. Continue defining the remainder of the negotiation. 8. fixed-rate line type. 6. If you need to specify price breaks. To define a temporary labor. make sure you select a temporary labor.Oracle Sourcing Help 2. To define a temporary labor. and Category will default according to the Job you select. The Description. Also.

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

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

but will be applied to the supplier's current bid price. and a new winning bid is received in the final Page 66/209 . 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. you can specify that they must submit rebids that are better than their current bid price by a specific minimum amount. Allow manual extend when the negotiation is open You can choose to allow a negotiation to be extended." Note: A bid decrement amount will always be applied to a supplier's current bid price. When a negotiation is extended.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. you enter a new close date and time. with AutoExtend set to start at the current scheduled auction close time. bid decrement = 20% Bidder B's original bid = $1. You can enter either a straight amount or a percentage by which bids must improve. rebids must decrease by a minimum amount. bid decrement = $100 Bidder A's original bid = $1. if you enable an AutoExtend of 30 minutes. the negotiation cannot be closed until the close date and time specified above. For example: Auction #1234.000 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. Use numbers. For example. for example. "10. That is. Otherwise. If you specify your bid decrement amount as a percentage.Oracle Sourcing Help If you have allowed suppliers to submit multiple bids. the decrement percentage will be calculated based on a supplier's original bid price.

you can specify that suppliers must submit rebids that are better than their current bid price by a specific minimum amount (the decrement amount). a winning bid is determined by the unit bid price for an item." you can revise your AutoExtend settings while the auction is in progress . Your auction AutoExtends only if the new total bid value is better than the total bid value of all current active bids.Oracle Sourcing Help 30 minutes of the auction (the AutoExtend period). For example. you can specify that a supplier must bid on all items in an auction. 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. Note: If you selected the option "Allow manual extend when the negotiation is open. the price to score ratio is used to determine the winning bid. if you enable an AutoExtend of 30 minutes and a winning bid is received in the final 30 minutes of 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. 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. and If a rebid. Note: If a bid is on an item with weighted attributes. your auction will automatically extend for 30 minutes past the scheduled close time of the auction if you select "Close Date specified above. Alternatively. In this case." However. In this case. 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." Length of Extension Page 67/209 . your auction will be automatically extended for 30 minutes past the current scheduled close time. In this case. a winning bid is determined by the total bid value (the sum of all of a bidder's bids on the items in the auction). the rebid must be better than the supplier's own current bid price by the minimum bid decrement amount . Start Time of Extensions You can start AutoExtensions at the scheduled close time of the auction or at the time that a winning bid is received during the AutoExtend period.

Once the decision has been approved.12 Can I ensure that an award recommendation gets approved before I generate its purchasing document? It may be the case that one or more approvers must review and sign off on your award recommendation before you can generate its associated purchasing document. a notification is sent to the next approver in the approval chain. which the approver can accept or reject. if you specify that each AutoExtension is 20 minutes : o o Each AutoExtension will last for 20 minutes after the start time you specify. the purchasing document will not need to be changed in the future. 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. a notification is sent to the first approver in the approval chain requesting that the approver view the decision. 2. This setting also determines the end-of-auction window (the AutoExtend period) during which a winning bid triggers an AutoExtension. Lines to AutoExtend You can extend bidding for all auction items. This ensures that. The AutoExtend period is determined by the length of each AutoExtension (see above). If the approver rejects the decision. a notification is sent to the creator who can then begin generating the purchasing document. The approval cycle continues until all the required approvers have viewed and approved the decision.1. a notification is sent to the negotiation creator. 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. once created. Page 68/209 . Number of Extensions Select a value from the drop down menu to set the maximum number of times the auction can be extended. or only for those items that receive winning bids during the AutoExtend period. For example.1. Once you have saved your award decisions. If the approver allows the decision.Oracle Sourcing Help You must specify the duration (in minutes) of each AutoExtend.

business terms and conditions. Bidders will see your auction when they search using the Active Auctions page. 3. Different sites for the same supplier can each submit a response. Select how you wish to search for suppliers: o o Click the Add Supplier to search for and add suppliers to your invitation list. line(s). select the suppliers you wish to invite and click Invite. and any response controls. Even though the auction is already open to them. However. you can choose to open your RFQ to all suppliers. 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. You can select the bidders you wish to notify from a list of suppliers. You can use the same list for all negotiations. auctions are open to all bidders by default. If you do. To invite specific suppliers see Inviting Suppliers below. Page 69/209 . To invite specific suppliers see Inviting Suppliers below.1. If there are multiple supplier sites (Supplier Site is another term for Address Name). you can apply a predefined invitation list that identifies these bidders. You return to the previous page. and you must invite at least one supplier. or if you frequently invite a certain group of bidders. Participation in Auctions Unless you specified differently on the negotiation Controls page. Search for and select the Invitation List you want to apply.1. 2. Inviting suppliers After entering your negotiations description.13 How do I invite suppliers to participate in my negotiation? Participation in RFQs Participation in RFQs is by invitation only by default. select the specific site you wish to invite to the negotiation. From the search results.Oracle Sourcing Help 2. 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. Click Add Invitation List to apply a predefined list of suppliers.

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

2. 2.2. you can submit the amendment for approval by clicking Submit for Approval on the review page. 2.2 Templates. You can add to. These attributes may either require a response or no require a response from the supplier. You can review the new changes compared to the current active negotiation by clicking Review. select the template and click Apply to create a new negotiation with this template. 3. edit. or auction) to create a new document of the same type. When creating a negotiation. Once approved (or if approval is not required). Click the appropriate link under the Create area of Quick Links on the Negotiations Home page. the Submit button changes to Publish. no new responses can be received on the previous negotiation. allowing respondents not only to respond to the price.Oracle Sourcing Help 7. RFQ. or delete any of the negotiation information provided by the template by proceeding through the steps of creating a negotiation.1. On the Create: Header page. Line attributes can then also be weighted to indicate the relative importance of a single attribute among the other weighted attributes. You can save the amendment as a draft at anytime during the creation process if you click Save Draft. click Apply Template.1 How do I use negotiation templates? You can use a document template of a specific type (RFI.1. To use a sourcing document template: 1. On the results display. If you have approvers identified on the Collaboration Team on the Create Header page. The buyer can define unique line attributes. quality.2 What are line attributes and attribute lists. 2. All suppliers will be required to acknowledge the amendment and resubmit their responses to be eligible for award. and delivery. 4. Approvers will receive notification that they need to approve the amendment.1. See How do I create and edit negotiation templates? for instructions on creating negotiation templates. but also to other features and performance characteristics of each line. Once you click Publish. and how do I use them? Line attributes enable a buyer to define multiple line-specific attributes. Page 71/209 . 8. Spreadsheets and Lists 2. Search for and select the template you want to apply. the buyer can score attribute values to indicate the relative preferability of different responses. Draft amendments are available on the Negotiations Home page if you click Drafts in the Manage Quick Links section.

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

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

2.2. 4. 7. find your list.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. 4. any attributes/price elements defined for the template are added to any attributes/price elements you define via the spreadsheet. and manage public invitation lists. If the template and spreadsheet have conflicting category values. 2. 8. To edit an invitation list you have created: 1. then click Edit. including change the access and status. 5. you can choose a specific supplier site to associate with this list (Supplier Site is another term for Address Name). If the supplier you selected has multiple sites defined in the system.1. Click "Add Suppliers. Select the supplier(s) and click Add to Invitation List. you can edit public lists.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 . Search for the list you wish to update. If you wish to add more suppliers to your list. click "Add Suppliers" again and follow the perceiving instructions.Oracle Sourcing Help Sourcing Super Users or users with the Manage Invitation Lists job function can create. When you have finished adding suppliers.1. update your list description. 3. 6. If you are have the Manage Invitation Lists job function. edit. or 2. The value defined for the RFQ/Auction template. and access as appropriate. The value specified in the spreadsheet. status. On the Edit Invitation List page. the system uses the following hierarchy to determine which category value to use: 1. Click "Invitation" under the Reusable Lists area of Quick Lists on the Negotiations Home page. you can add an entry for each site for that supplier if you choose. When you are finished. You can also add or delete suppliers. click Apply. For a supplier with multiple sites. 2.2. click Submit. On the search results page. 5." then search for suppliers to add to your invitation list.

Line attributes can call attention to industry-specific characteristics. item A with four attributes/price elements. see "How do I add attributes to my negotiation lines?" 2. the attribute/price element specified on the spreadsheet 2. if there are three attributes/price elements for your template.3." Metal industry negotiation items can include "grade of metal" as an attribute. 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. Price Elements. For example.1 What are line attributes. For more information about how to add line attributes to your negotiation items. and your spreadsheet upload includes two items. you may choose to add one or more line attributes to that line.1. auction). While the buyer could enter this information in the auction line description. When the buyer adds the line (vehicle) to the auction. then bidders must enter the mileage of any bid.3 Item Attributes. 2. If there are duplicate attribute/price elements between the template and the spreadsheet. the precedence is: 1. a buyer can create an auction to buy a fleet of 12 vehicles for a delivery service.1.000 miles on the odometer.3. and item B with two attributes/price elements." and "SKU number.Oracle Sourcing Help For example.2 How do I add line attributes to my negotiation? You can add multiple line attributes to any line in your negotiation. using an attribute to define this specification calls attention to the specification. and do not apply to all lines in the negotiation. and Price Breaks 2. Adding these as required item attributes that are displayed to bidders can customize your negotiation items to your specific industry. In addition. Page 75/209 . For example. The attribute(s) are added to that line only. Attribute Scoring. and why would I add them to my negotiation lines? When you add a line to a new negotiation (RFI." "style. 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.1. the buyer can add an attribute called "mileage" to specify that the bid item must have fewer than 12. the attribute/price element specified by the template. Line attributes define 1) unique specifications that you set for a negotiation line. and 2) the details that a participant should provide when responding to that negotiation line. if the buyer marks this attribute as required. retail industry negotiation items can include such attributes as "color. RFQ.

Oracle Sourcing Help

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

o

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

o

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

o

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

o

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

o

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

o

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

Oracle Sourcing Help

o

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

o

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

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

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

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Oracle Sourcing Help

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

Oracle Sourcing Help

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

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

Oracle Sourcing Help Quantity Quantity Need-by Date Need-by Date Need-by Date Color Color < 1000 > 1001 < 31/10/2002 01/11/2002 .62 Response 2: Attribute Quantity Need-by Date Color Response Value 1200 05/01/2002 Red Page 80/209 . Response 1: Attribute Quantity Need-by Date Color Price Response Value 980 15/11/2001 Blue $250 Total Score: (60 * 50) + (80 * 30) + (75 * 20) / 100 = 69 Price to Total Score Ratio: 250 / 69 = 3.31/12/2002 > 01/01/2003 Red Blue 60 100 100 80 50 100 75 Given these definitions. the price to total score ratios for the following two possible responses are calculated as shown. and Response 2 would be designated as the best response even though the bid price for Response 2 is higher.

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

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

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

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

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

and you may specify several quantity levels and the prices you are willing to pay at each. When you have entered the search data.) 3. and how do I use them? Price breaks allow you to negotiate line prices with your supplier based on characteristics of your order. Or you may be willing to pay more per unit if your supplier can ship the order to a special location. 7. The name of any price element defined to the list. 2. Example: Assume you are purchasing PC keyboards. you receive an error message. change the price element list status. The list status (Any. You specify 20$ as your start or base price. If any price elements are inactive. 5. On the Price Element Lists page. search and select the list you want to edit. For each (non-amount-based) line in your negotiation. You then set up two quantity-based price breaks. For example. You can then enter different assumptions into the system and have it calculate which response is the best. Click the Price Element link under Reusable Lists on the Quick Links section of the Negotiations Home page. On the Edit Price Element List page. You can search for a particular price list by : o o o o The list name. or by a certain deadline. you may expect to receive a discount from your supplier if you buy a large quantity of units. you can either click the price element list name link. The search results display any price element lists matching your search criteria. Your suppliers respond to your negotiation specifying their responses to your price breaks. you receive the responses shown in the table below.1. Active or Inactive).Oracle Sourcing Help To edit a price list: 1. you can o o o update the description for the price element list. When you have finished making your changes. 2.3. (This returns all price element lists using that price element. To edit the list. The first offers a price of 19$ per unit if buying more than 100. click Go. you can define as many price breaks as are appropriate. or select the price element list and click Edit. The second offers a price of $18 a unit if purchasing over 500. The new list is validated. Page 86/209 .7 What are price breaks. For these price breaks. 6. The first few words of the list description. click Apply. add or delete price elements from the list. 4.

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

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

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

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

4. select the event and click "View Negotiations. To see event details. You can then start associating negotiations with it. delivery location. To create a sourcing event: 1.Oracle Sourcing Help Using price elements Price elements identify additional item costs beyond just price. You have the choice of canceling only the event or canceling the event and all negotiations associated with it as well. similar negotiations. Your event is opened as soon as it is created. 3.2 What is a sourcing event? A sourcing event is group of related negotiations. On the Create Event page. Click "Event" under the Create area of Quick Links on the Negotiations Home page. 2. To see the negotiations associated with the event. This takes you to the Manage Events page. 2. click Cancel.1. click the event number link. and an inactive date. 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. you first create an event. Page 91/209 . you can associate negotiations with the event while creating the negotiation on the Create Header page." Note that any draft negotiations associated with this event are not shown. Once the event is created. You may also want to create an event if you want to encourage respondents to participate in multiple. 3. To manage a sourcing event: 1. 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. To cancel an event. To use events. 4. Such costs could include service related costs such as training or consulting services. enter a title. or promise date 2. Click OK. You can continue associating negotiations with the event until its inactive date is reached. description. You may want to create a sourcing event if you need to monitor several related negotiations as a group rather than individually.

item information. you can modify the description and inactive date. or any other users in your organization. The details of the document such as the controls. If you are assigned the Manage Sourcing Document Templates job function. terms and conditions. Using spreadsheets Page 92/209 . If you are assigned the Manage Invitation List job function.Oracle Sourcing Help 5. The public document templates will be available for every Sourcing buyer at your company. Using document templates If many of the negotiations you create contain the same features. 2.4.1. To modify an event's information click Edit. Using Reusable Invitation Lists You can create Reusable Invitation Lists containing names of suppliers who you frequently invite to your negotiations. On the Edit Event page. Using Reusable Attribute Lists Attribute lists can streamline the document creation process while providing standardization for negotiation items. If you are assigned the Manage Attribute List job function. When you create a document using a template. you simply open the template and add to or edit details of the template as necessary. you may want to create a template that you can use each time you create a sourcing document. and invitation list are copied into a new document which you can edit if necessary. you can create and manage public Reusable Attribute Lists. An attribute list is a grouping of attributes that are commonly used together to describe a good or service. you can create attribute lists for use by all Sourcing buyers at your company. This can help you standardize your business practice as well as speed up the negotiation creation process. in addition to your private ones. Note that you can move the inactive date forward in time to extend an event. Your template will contain the features that are similar among the negotiations you commonly create. Invitation lists can be shared across the company. You can also move an inactive date backward although not prior to the current date/time. The public lists will be available for Sourcing buyers at your company. you can also create and manage public templates in addition to your private ones. This allows you to standardize business practices and save time.3 Are there any shortcuts available when creating a sourcing document? There are many ways you can streamline the creation of sourcing documents: Copying an existing document You can copy documents that you. have previously created.

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

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

Anyone with the Manage Draft Sourcing Documents function can access and edit drafts created by others at the same company. besides products and services bought or sold. For private negotiations: You must be the negotiation owner or a collaboration team member working on the negotiation to access the draft. If you are a collaboration member not restricted to view-only access. Note: The Sourcing Super User. but the buyer has locked it and is subsequently unavailable. on vacation. they might define other internal tasks that contribute to the overall execution of the contract. will have commitments to fulfill. If you have this function and access the Manage Draft Negotiations page. click Add Deliverable.Oracle Sourcing Help Anyone with the Edit Draft Sourcing Documents function can access and edit draft negotiations AutoCreated from Oracle Purchasing. This is a useful authorization for an administrator to have in case a draft needs to be edited.5 How do I create a deliverable and use it in a negotiation document? Businesses enter into contractual agreements with their trading partners and. is authorized to manage and unlock drafts. Click the Deliverables subtab and check that any deliverable already defined to this template is applicable for your negotiation. If you are a collaboration member with view-only access. If you have both the Manage Draft Sourcing Documents and the Unlock Draft Sourcing Documents. Page 95/209 . you can create a deliverable and assign it to a negotiation. under the terms and conditions of the contract. In addition to the contractual commitments that businesses need to fulfill. anyone with the Unlock Draft Sourcing Documents function can break a lock on a draft but not access it for editing or submission. To create a deliverable for a particular negotiation: 1.1. If Oracle Procurement Contracts is implemented. by default. The commitments on the contracts. 3.4. 2. Additionally. are classified as deliverables. you can view the draft but not edit it. On the Create Header page. for example. you can edit any drafts that are not locked. You can update a deliverable if needed or delete it altogether 4. On the Create Deliverable page define your new deliverable. as part of the contractual agreement. you can perform whatever tasks are allowed by your function security. Search for and apply a contracts template. See the Oracle Procurement Contracts online help for instructions on defining deliverables. To add a new deliverable. 5. you can unlock and edit other's drafts from the Manage Draft Negotiations page. 2. click Contract Terms in navigation bar in the top left of the page.

you can define your next deliverable. RFQ.Oracle Sourcing Help 6. After you have finished defining your deliverable. click Review. conditions. You need the Contracts Terms Library Administrator responsibility to create and maintain clauses and contract templates in the Contract Terms Library. You can use contract terms to specify legal and other requirements for your negotiation. or auction). To copy an existing negotiation: 1. 4. Page 96/209 . You need the Manage Contract Terms responsibility to create and maintain contract terms on negotiation documents. 2. Clicking Copy places you on a new Create Header page with the existing information inserted. Using contract terms is an easy way to create and maintain standardized contract text which can be customized as needed. Verify your negotiation information. click Apply. When you have finished creating your new negotiation. click Contract Terms in the navigation bar at the top left side of the page.4.4. then click Submit for Approval if approvers are specified for this negotiation. Note that you will have to specify new Open Date and Close Date values 6. you can click Apply and Create Another. 3. click the Copy icon at the right of the page. otherwise click Publish to open it for responding. 5.6 How do I copy a sourcing document? You can copy sourcing documents that you or any other users in your organization have created. Search for the negotiation you want to copy.1. Once you have found the negotiation you are interested in.7 What are contract terms and conditions. 2. and deliverables are available if Oracle Procurement Contracts is implemented). Click "Copy" under the Create section of Quick Links on the Negotiations Home page. and how do I use them in my negotiation? If Oracle Procurement Contracts is installed and licensed. This includes any contract clauses or deliverables (terms.1. you can create contract terms and apply them to your negotiation. Once the page refreshes. You can click the negotiation number to see details about the negotiation. Note that most of the information you defined previously is carried forward into the copy. On the Create Negotiation page. 2. To apply contract terms to your sourcing document: 1. Edit your new negotiation by continuing through the creation steps. If there are multiple deliverables to define. You can copy an existing document to create a new document of the same type (RFI.

The Requisition Line Details page displays information in the following areas: o Requisition Page 97/209 . This includes all the other tasks such as creating your header. Select Validate from the Actions menu to verify the validity of the contract terms you are defining. 4.Oracle Sourcing Help 2. On the Create Contract Terms page. 2. click the requisition number link to view detailed information on the line. click the requisition number link. Along the way.1. 5. See the Oracle Procurement Contracts online help for information on using contract templates. you must correct them and validate again. Once the new draft negotiation has been created. continue by either clicking Suppliers to define a supplier invitation list. For example. or clicking Review to inspect the negotiation prior to publishing it. See the Oracle Procurement Contracts online help for instructions on modifying clauses.4. If you receive any error messages. you may need to view the demand linked to a particular negotiation line. and then click the Details icon. delete or modify text. 2. adding any additional lines. On the Requisition Summary page. 6.8 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 edit the clauses applied by the template as needed. you can access it and continue creating your negotiation. specifying negotiation controls. The Create Lines page displays any lines AutoCreate created using requisitions in Oracle Purchasing and allows you to create additional lines if necessary. search for and select a contract template from the list of values. you may wish to view the requisition line information for the lines that AutoCreate carried over from Oracle Purchasing. and possibly inviting suppliers. You can add. Or you may need the name of a contact who can answer questions you have about the negotiation line. For AutoCreated lines. You can see this line information on the View Requisition Line Summary display. When you have completed your contract terms. Click Apply Template. 4. 5. 3. To view the backing requisition information during negotiation creation: 1. After you have created your header by adding a title (and adding/modifying any other information) clicks Lines in the top left navigation bar. 3.

but more of a service or activity. 3. For example. click the number link in the Requisition column. and creating document outcomes. Such tasks could include defining the item attributes.4. inviting additional suppliers. Access the negotiation. For the line whose requisition information you wish to view. From the negotiation summary page.1. Page 98/209 . 2.10 How do collaboration teams work? When creating a negotiation. 4. you can specify that an item is amount based by selecting an amount based Line Type value. Such activities can be negotiated by using amount based line types. the quantity and unit of measure defaults to the values defined by your administrator and is display only. and how are they used? Sometimes the item you need to negotiate is not a number of discrete units. Each member can be assigned specific tasks. A category value may also appear if your administrator has defined a default category for that line type. Click the number link in the Line column. buyers can nominate collaboration team members to participate in the creation and administration of the sourcing document.9 What are amount based line types. Buyers can optionally grant full access to some team members while restricting others to read-only access.1. This takes you to the Requisition Summary page. awarding business to supplier.Oracle Sourcing Help o o o o o o Negotiation Order Shipment Receipt Invoice Payment To view the backing requisition information after the negotiation has been published: 1. 2. If you select a line type that is amount based. you might need to negotiate training or consulting services. and some team members may be required to approve the final document before delivery to potential suppliers.4. click the Lines subtab. This takes you to the Requistion Detail page. 2. When you create a negotiation. The possible values are defined in Oracle Purchasing. This includes the entire life of the sourcing document from the initial creation to the award process.

Page 99/209 . If the member has read-only access. Once the document has been submitted for approval. there is an area where a buyer can identify collaboration members. notifications are sent between the buyer and the document approvers.1. Document Approval Process Any user who is on the Collaboration Team can be designated as an approver for that document. There are no dependencies among approvers. Adding Collaboration Members On the Create Header page. 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. Note that throughout the approval process. no changes can be made to it (other than having approvers removed) unless the document is rejected.4. Not until the document is approved and published are notifications sent to suppliers about the document. Any other user from the same buying organization can be added. the system will validate that the team members belong to the new business group of the operation unit. If the buyer changes the operating unit after defining the negotiation team. You must have modification access and the functional security of "Manage Collaboration Team" to modify the collaboration team definition. The buyer can search for and select additional collaboration team members if necessary. By default. Collaboration team members must belong to the business group of the negotiation. Team members can be optionally assigned tasks with target dates. Team members with required tasks should indicate when those tasks are completed. the buyer can add employees from different business groups. The buyer and the buyer's manager always default to the team and cannot be removed. the buyer identifies: If the member is an approver. but members can be restricted to read-only access where appropriate. Note: This rule is only in effect if the profile option HR: Cross Business Group is not set to Yes. You can define a collaboration team when creating the document or you can use document templates to define collaboration teams.Oracle Sourcing Help 2.11 Who can participate as team members? The negotiation creator and anyone with Manage Collaboration Team job function can add/delete team members. Once the document has been approved. If the profile option is set to Yes. Anyone with this job function can publish the approved negotiation to suppliers. The approval process is not hierarchical. all approvers can access and approve the document simultaneously. Approvers can be added or removed as necessary at any time before the sourcing document is submitted for approval. a Publish button appears to anyone who has the Publish Negotiations job function. The buyer and the buyer's manager are automatically identified as team members. For each member. all members have full access to the sourcing document. which is determined from the owning operating unit.

Global agreements: Page 100/209 . 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.4.1. Execution against global agreements can be performed by multiple local operating units. See How do collaboration teams work? for more information on collaboration teams. when the target date is. Other members can be selected as approvers of the document. and if so. and the Security Hierarchy members defined in Oracle Purchasing for that document type. and members of the document collaboration team (if any). There are three possible security levels a buyer can select: Public The document can be viewed by any other buyers in the buying organization. Hierarchy The document can be viewed only by the creator. 2.Oracle Sourcing Help If that member has been assigned a task. Private The document can be viewed only by the creator. selected members can be assigned specific tasks which they must complete. some collaborators can be defined as having read-only access.1. 2. members of the document collaboration team (if any).4. This is in contrast to a regular blanket purchase agreement which can exist only within the realm of a single operating unit.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. the creator's manager. meaning they can view but not update the document throughout its lifecycle.13 What are global agreements. the creator's manager. All members identified as approvers must approve the final version before the document can be published. For example. and how do I use them? Global agreements allow buying organizations to negotiate pricing and define agreements on behalf of a shared central environment. Also.

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

3. they might define other internal tasks that contribute to the overall execution of the contract. 6. Search for and apply a contracts template.2. To create a deliverable for a particular negotiation: 1. you can click Apply and Create Another. 2. are classified as deliverables. You can update a deliverable if needed or delete it altogether 4.1 How do I create a deliverable and use it in a negotiation document? Businesses enter into contractual agreements with their trading partners and. 5. After you have finished defining your deliverable. If Oracle Procurement Contracts is implemented. Click the Deliverables subtab and check that any deliverable already defined to this template is applicable for your negotiation. In addition to the contractual commitments that businesses need to fulfill. On the Create Deliverable page define your new deliverable. as part of the contractual agreement.Oracle Sourcing Help 2. click Apply. you can define your next deliverable.2 Using Oracle Services Procurement and Oracle Procurement Contracts 2. The commitments on the contracts. will have commitments to fulfill. under the terms and conditions of the contract. click Contract Terms in navigation bar in the top left of the page. Page 102/209 . See the Oracle Procurement Contracts online help for instructions on defining deliverables. you can create a deliverable and assign it to a negotiation. besides products and services bought or sold. click Add Deliverable. Once the page refreshes. If there are multiple deliverables to define. On the Create Header page. To add a new deliverable.

Search and select a job from the Job menu. There is a fixed amount limit attached to the service. click Select Price Break Settings and ensure it is not set to None. rate-based line type. The charge for this type of service is based on a flat amount for the service provided. ensure that you choose Blanket Purchase Agreement as the negotiation outcome for temporary labor line types. make sure you select the Global Agreement checkbox. make sure you select a temporary labor. 5. From the Add Line menu on the Create Lines page. select Online to continuing entering your line description online. Unit of Measure and Category will default according to the Job you select. maintenance services. and specify the differential associated with this price type. and click Go. 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. Create attributes as needed to solicit additional information for this line. The Description. On the Lines: Create Line page. Select the price type (for example. or click Load from Spreadsheet to upload a previously completed spreadsheet file containing all the line information 2. 6. temporary administrators. Specify how price differentials are to be used within the negotiation (for example. For temporary labor line types. 8.2.3 How do I define services related lines? Services related line types allow you to negotiate on labor contracts. vacation). 2.Oracle Sourcing Help 2. You can include services-related lines with regular amount-based and goods-based lines. To define a temporary labor. Also. The charge for this type of service is based on hourly rates per person.2. 4. Enter values in your price fields if necessary. or consulting services. . 3. rate-based line: 1. Fixed-price services such as corporate accounting services. If you need to specify price breaks. Fixed-price temporary labor such as contractors. Enter your price breaks including Price Differentials. 9. is a response to the price differential required) 7. General services fixed-price lines use a negotiation outcome of standard purchase order. you can create documents that negotiate for many different types of services.2 What kind of services can I negotiate for? If Oracle Services Procurement is installed and licensed. Page 103/209 . Job Details. if appropriate.

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

3. 2. On the Manage Draft Negotiations page. To create a new negotiation: Click the appropriate link under the Create section of Quick Links. 6. Click the "Manage" link under Draft in the Quick Links section of the Negotiations Home page. Unlock. You can add. You can also monitor the progress of your open negotiations. Page 105/209 . You can also use drafts to allow a team of collaborators to all work on the same negotiation. you must correct them and validate again. delete or modify text. Follow the instructions in How do I create a new negotiation? to create a new negotiation. 5. If you receive any error messages. 2. From here. When you have completed your contract terms. continue by either clicking Suppliers to define a supplier invitation list. You can edit the clauses applied by the template as needed. To access a draft negotiation: 1.1 Monitoring Negotiations How do I access negotiations? The Negotiations Home page is the central point of access for all your negotiations. Click Apply Template. 4. you can create and submit new negotiations and continue working on any draft negotiations you have in progress. search for the negotiation you wish to access.Oracle Sourcing Help 3.3 2. Review and Submit). you may have several ongoing negotiations. To search for your negotiations in progress: At any one time. This takes you to the negotiation summary page for that negotiation. To access a draft negotiation: You can use draft negotiations to spread out the creation process over several sessions. You can monitor the progress of these negotiations by clicking the Number link for that negotiation's entry in the Your Negotiations at a Glance section of the Negotiations Home page. 3. select a negotiation and click the appropriate button (Edit. or clicking Review to inspect the negotiation prior to publishing it. See the Oracle Procurement Contracts online help for instructions on modifying clauses . Select Validate from the Actions menu to verify the validity of the contract terms you are defining. From the Results display.

On the negotiation summary page. To place a surrogate bid on behalf of a supplier: 1. and then click View Response History to see information on responses to this negotiation. Continue from the Terms and Conditions page with regular a response if terms and conditions are required. Clicking the number of your negotiation takes you to the negotiation summary page. 3.Oracle Sourcing Help Note that the Your Negotiations at a Glance section shows a limited number of entries based on time remaining. Select a contact for the supplier and click Create Surrogate Bid/Quote. Click the negotiation number to access the negotiation summary page where you can see information on the negotiation. From the Negotiations Home page.2 How do I monitor the negotiations I have created? Access the negotiation you wish to monitor. Page 106/209 . click Full List. Sign on to Oracle Sourcing with Sourcing Super User responsibility. 5. click Full List. From the negotiations summary page. a surrogate bid can be entered into the negotiation. It is when the buyer receives the offline copy of the response or when the supplier mails/faxes the response. On the Create Surrogate Bid/Quote: Select Supplier and Contact page. Once the buyer has received all the bid/quote information. enter the Bid/Quote Received Time. You also search for all open negotiations to which you have access. enter the name or contact of the surrogate supplier in the Supplier field and click Go. select Create Surrogate Quote/Bid from the Actions menu. Oracle Sourcing buyers can place surrogate bids on behalf of such suppliers. You can also use the Graphical Monitor to view and compare responses to your negotiation. 6. access the negotiation in which you wish to bid by clicking its number. If you do not see your negotiation. 2. and click Go. To see the complete list of negotiations you created. Click the Responses number to access the Details page for the negotiation. Negotiations in which you are participating appear under Your Negotiations at a Glance.3 How do I respond on behalf of suppliers without Internet access? Sometimes suppliers cannot place their responses online since they have no online access. 2. you can either Select View Response History from the Actions menu and click Go. 7. On the Create Bid/Create Quote page.3. 2.3. 4.

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

From the Your Negotiations at a Glance section. Save the file to a convenient location. the chart will show the total price calculated by combining all the responses to the price elements. The Attribute Group Scores chart compares competing responses in terms of attribute group totals. If you defined price elements to be included in your price calculation. On the Export Quotes/Bids to Spreadsheet page. You can display these charts by clicking the triangular icon labeled Show Chart. To download responses: 1. Save the file. You can use an Excel spreadsheet file or a text spreadsheet file. The Analyze Line: Compare Quotes/Compare Bids page displays a sideby-side comparison of the response details for all responses you chose to compare. 4.Oracle Sourcing Help 6.3. If there are any attachments. Page 108/209 . These charts compare different aspects of the responses.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. 5. You can download bids whether the negotiation is open or closed. If you have never used spreadsheet files before. Note that there may be two other charts available on the page depending on how you defined your negotiation attributes. 2. If you did not use price elements in your negotiation. This is useful if you have received a large number of responses and want to compare them offline. 3. you should also download the Instructions file. there will be only one segment for each graph with that segment comparing simply the price. click the negotiation number for the negotiation to access the Negotiation Summary page. You can also update the spreadsheet with your award decisions and then upload it to identify winning responses. You can pause your cursor over each section of the bar to see the exact response value to that segment. Each response is identified by its response number. select the type of spreadsheet you wish to down load. The Price Analysis chart compares the calculated line prices offered by the responses. select Export Quotes/Bids from the Action menu. On the Negotiation Summary page. you can view them by clicking the icon in the Notes/Attachment row. Open the file and complete it according to the directions in the Instruction file. 2.

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

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

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

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

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

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

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

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

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

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

Click Review. Note that you have to specify a new closing date. 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. Additionally. Page 119/209 . or auction closes. you can modify the price break definitions. Review your updated negotiation information. You can remove any supplier from the invitation list for the new round. 5.Oracle Sourcing Help Weighted Scoring in previous rounds. o Possible Invitation List Changes If you invited suppliers in the previous round. You can also add new suppliers. Click Suppliers to modify your invitation list. Click Controls to modify negotiation control information. *Close Date The new date and time the RFI. any uninvited suppliers who responded in the previous round are also automatically added to the invitation list for the new round. the scoring and weighting information from the last round is carried over to the new round. click Publish. RFQs or auctions opening in the future. RFQ. You can also choose to open the negotiation for preview immediately. If you defined price breaks for the previous round of this negotiation. they are automatically added to the invitation list for the new round. But if you add any new lines to the new round. you may need to define new scoring and weighting values for that line's attributes. 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. o Possible Date Modifications *Open Date Date and time you want the new round of responding to begin. o Response Controls Modify other Response Controls as necessary. 6. Preview Date For RFIs. click Submit for Approval. 7. You can also choose to open the negotiation immediately. If there are approvers defined for this document.

enter the new date and time you want to close the negotiation or choose to close it immediately. The system notifies all the invitees and participants of the cancellation. 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. On the Close Early page. 2. select the Cancel RFQ/Cancel Auction option from the Actions menu and click Go. 3. On the negotiation summary page.Oracle Sourcing Help 2. On the negotiation summary page. For example.3. Under the Your Negotiations at a Glance section of the Negotiations Home page. or the items are no longer needed. Click Apply. or the terms of the responses are not acceptable. 2. If you do not see the negotiation. 5. click Full List. Note that you cannot manually close an auction after its first AutoExtension has been triggered. 2. enter a note to your suppliers. 3. If desired.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. This note is included in the notification that will be sent. In any of these cases. you can enter a text note to participants explaining why you are canceling the negotiation. This update is called an amendment. the responses to your negotiation do not meet your needs. 4. click the negotiation number for the negotiation you wish to close. Click Apply.17 How do I create an amendment to a negotiation? After publishing a negotiation.16 How do I cancel a negotiation? Sometimes. Under the Your Negotiations at a Glance section of the Negotiations Home page. On the Cancel page. 2.3. if no preview date/time was specified) and before the close date/time. Also the line requirements have changed. select the Close Early option from the Actions menu and click Go. Amendments can be created anytime after the preview date/time (or open date/time. there may have been too few responses. the buyer can update information defined in the document if necessary. 1. Page 120/209 . you may wish to simply cancel the negotiation.3. To close your negotiation early: 1. click the negotiation number for the negotiation you wish to cancel. 4.

5. You can save the amendment as a draft at anytime during the creation process if you click Save Draft. Once you click Publish. Buyers need the capability to download and print a negotiation for offline review. you must enter a new Description for the amendment and make any other header level attribute changes you need. current prices.1. You cannot add or delete suppliers on the Create Amendment Suppliers page during an amendment. 7. Change the negotiation rules on the Create Amendment: Controls page if necessary. and there are clauses and deliverables defined to this negotiation. 6. Draft amendments are available on the Negotiations Home page if you click Drafts in the Manage Quick Links section. select Create Amendment from the Actions menu. On the Create Amendment Header page. or names of invited suppliers. If you have approvers identified on the Collaboration Team on the Create Header page. 8. On the negotiations summary page. If Oracle Procurement Contracts is implemented. enter any line changes. Government organizations in particular present solicitation packages according to a unified format. use the active negotiation's negotiation summary page. the Submit button changes to Publish. mail or email. 2. 3.18 How do I print information on my negotiation? Much business communication today is carried and managed offline.. You go to the Create Header page. Notice that the negotiation number has now been given a suffix. no new responses can be received on the previous negotiation. you can submit the amendment for approval by clicking Submit for Approval on the review page. Responders should be able to complete negotiation documents and return the results by FAX.Oracle Sourcing Help To create an amendment to a sourcing document: 1. 4. 2. deletions.3. or updates to line information if necessary. these can be changed on the Create Amendment: Contract Terms page. You can review the new changes compared to the current active negotiation by clicking Review. On the Create Amendment: Lines page. Approvers will receive notification that they need to approve the amendment. This suffix is incremented every time you create a new amendment for this document. Once approved (or if approval is not required). The printed version also does not include any price elements Page 121/209 . All suppliers will be required to acknowledge the amendment and resubmit their responses to be eligible for award. 12345. The printed version of the negotiation is appropriate for public display since it excludes all internal data such as internal attributes. for example. additions. To invite new suppliers.

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

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

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

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

Oracle Sourcing Help Page 126/209 .

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

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

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

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

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

o Closed Negotiations which have been closed. To see prior award information: 1. Use this icon to show or hide the detail information for that entry. 3.11 Can I see information on my negotiations once I have completed awarding them? In many situations. 4. On the Negotiations Search page.icon in the Details column. On the Award Summary page.4. select Award Summary from the Actions menu and click Go. Page 135/209 .Oracle Sourcing Help To display the Award Summary page: To use the Award Summary page. 2. 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. 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). you must have closed the negotiation and made some award decisions. Click the link in the Number column for the negotiation. For each entry in the table. it can be helpful to review award decisions you have made in the past. Locate the negotiation whose business you have awarded (note that from the Negotiations Home page. awarded and completed the negotiation. From the list of search results. 2. select one of the following Status values and click Go. This information is stored and can be viewed even after you have closed. On the negotiation summary page. Use the Search Negotiations fields at the top of the Negotiations Home page to perform an Advanced Search. 3. you can use the subtabs to toggle between the Supplier and the Line views. These negotiations could be taken to a subsequent round of responding or could have their award process initiated. 1. o Completed The award process is completed and a purchase order has been requested or a purchase order has not been requested. 2. you can do an advanced search looking for negotiations with a status of Award). click the number link for the negotiation to see the details.

you can choose whether or not to create a purchase order document. 5. On the Review and Submit Complete Award page. click Create Purchase Order to access the Create Purchase Order page (note that you can also access this page by selecting Create Purchase Order from the Actions menu). 2. 5. you can obtain information on the supplier to whom you awarded business. 3. On the Complete Award page. 4.12 How do I generate a purchase order document? Once you have saved your award decisions. If Oracle Procurement Contracts is installed and licensed. Click Submit. specify the start and end effective dates. Page 136/209 . On the award Confirmation page. so you may wish not to notify suppliers until a later date when the purchase document is fully approved).4. you can use an Acceptance Level value of Document and Signature to perform contract binding. 6. you return to the negotiation summary page to complete the award process and generate a purchase order document. Select Complete Award from the Actions menu and click Go. click Initiate Approval to begin approval for this purchasing document. On the Create Purchase Order page. In you are creating a blanket purchasing agreement. click Submit if you wish to complete the award process. 2. See What is contract binding? for more information. 4. 3.Oracle Sourcing Help 2. To generate a purchase order document: 1. Choose an Acceptance Level from the drop-down menu. If you have an approval procedure set up in Oracle Purchasing. To complete the award process: 1. The Confirmation page informs you that the award is complete. 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. click the link to return to the negotiation summary page. You can see you award information by clicking the link under the Details column (or by clicking "Show All Details"). On the Confirmation page.

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

specify a search value and click Go. status. and click Go. To perform an advanced search.Oracle Sourcing Help 2. click Advanced Search. or supplier. 2. item category.5.1. and task number. You can select one of two search methods: simple and advanced. To perform a search. on the Negotiations Home page. title.1. you may have several negotiations that are in different states. another open and being responded to.5. Note that the display shows only a limited number of negotiations. A common task is monitoring and administering all these different negotiations. click Full List. security level. Enter search values for as many search fields needed to qualify your search. You can click the responses link to go to the History page where you can see the details of any responses. You can use any combination of these search criteria to reduce the number of results you receive. you can click the negotiation number link to go to the negotiation summary page to see details of the negotiation. enter a value for the search criteria in the Search Negotiations fields at the top of the Negotiations Home page. creator. you enter search values for multiple search fields.2 Searching for all negotiations to which you have access: In addition to the negotiations you own. To perform a simple search. item. To see the complete list of negotiations you created. style. For some fields you select menu options. All these negotiations can be viewed and accessed from the Your Negotiations at a Glance section of the Negotiations Home page. For others you enter values. supply a search value. you select one of the criteria mentioned above from the drop down menu. Page 138/209 . When using the advanced 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. project number. When using the simple search method. One may still be in its preview period.1 Searching for your negotiations in which you are participating: At any point in time. select the type of search from the "Search Negotiations" menu. These include those mentioned above as well as type. There are several criteria you can use when performing a search to restrict the number of search results. From the Your Negotiations at a Glance display. event. 1. and a last closed and being awarded. These include number. The Your Negotiations at a Glance display shows all negotiations you created in order of time left before their close date/time.

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

3. 1. On the Search and Select: Category page. Click the Select button or the Quick Select icon. If you wish to see all suppliers who provide a particular commodity. and click Go. For goods-based items. You are returned to the create page with the category value inserted in the Category field. How you search depends on whether the line type for your item is amount-based or goods-based.Oracle Sourcing Help 1. Enter as many search values as are needed to efficiently qualify your supplier search.5 Searching for lines and categories While creating your negotiation. you must identify item(s) on which you wish to negotiate. The category value defaults according to the item you select. 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. select the correct item and click Select. Click Go. 2. click Show Approved Supplier List Criteria and select the attribute values by which you wish to search. click Show Business Classifications and select the attribute values by which you wish to search. select the supplier(s) and click Invite. 1. 3. After you have entered your search values. you can search and specify an item value. 2.1. enter a search value for either the item name or a word in the item description. Select the type of search from the drop down menu. To search by Supplier Business Classifications. If you know the name of the supplier you wish to invite. you can search and specify a category value but cannot specify an item value. enter appropriate search values search values. Click the flashlight next to the Item field. On the Search and Select: Inventory Item page. From the Search Results display. click Search. Click the flashlight icon next to the Category field. From the Results: Suppliers display.5. you can search by either the Category name or by words contained in the Category Description. 2. use the flashlight to search and select commodity or item. With amount-based items. enter a full or partial supplier name. 2. Page 140/209 . To search the Approved Supplier List Criteria. Scroll through the Search Results display and select the correct category. You must also specify the category to which the item belongs.

For each list. you may need to change the default to a different address. click the link to apply a predefined list. select the list and click the appropriate links or buttons to process the list if necessary and to apply it to your negotiation. In some cases. From the Search Results display. For example. 3. Page 141/209 . %. For example.Oracle Sourcing Help 2. enter a search value in the Search field and click Go. On the Search and Select page. a partial name.1.7 Searching for lists When creating a negotiation. most lists allow you to search by the list name and/or words in the list description. Click the flashlight icon next to the address field. 2.6 Searching for addresses: While creating negotiations. such as the percent sign (%).5. To search and apply a list: 1.1. On the negotiation creation page. The Search Results display shows all addresses that matched your search criteria. 2. you can search for all price element lists that contain a particular price element. a search on %Boston might return North Boston as a billing address. Find the correct address and click Select. many attributes default according to the organization you select. you can search using multiple criteria. Such lists include lists of item attributes or price elements. you can search for all lists that contain a particular list entry. Enter as many search values as required to efficiently qualify your search. Click Go.5. there are many predefined lists which you can apply to your negotiation to save time and standardize your sourcing practices. 2. For example. This includes addresses such as Bill-To and Ship-To. use a wildcard. Additionally. You are returned to the negotiation creation page with your new address appearing in the address field. or the search wildcard. however. To search for and select a different address: 1. The search value can be an address name. The system performs a begins with search using any search values you entered. 3. a search on b% returns both Beijing and Brussels. If you do not know the beginning of the name. a search on br% returns only Brussels.

click Apply. Type of character encoding you want used when performing spreadsheet downloads and uploads. Page 142/209 . The format in which you wish to receive notifications from the system. Any accessibility features you are using The currency you prefer to conduct business in. in necessary.Oracle Sourcing Help 3. From the Negotiations Home page. click Cancel. The method you want to format date and number fields. enter information in the following fields: Enter or change the following personal information: Name Preferred Language Country or territory where you live Timezone where you live. 2.1 How do I update my Sourcing personal options? 1. A new password. click Preferences in the group of links either the top or at the bottom of the page. My Profile 3. On the Preferences page. When you have finished editing your personal information. To cancel all changes. 3.

You can use Sourcing Intelligence to: Track trends of purchases over time. For each supplier. Identify negotiation opportunities. 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. If Current Price is not available. Sourcing Buyer Intelligence Reports 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 zero. Identify potential savings opportunities. as well as the total amount awarded to this supplier. the report shows the total amount generated by each sourcing transaction.Oracle Sourcing Help 4.1 4.2.2 What are the Sourcing Intelligence reports I can generate? You can generate any of the following Sourcing Intelligence reports: 4. View summary reports that allow additional details. Sourcing Intelligence promotes the increased efficiency by enabling visibility and analysis of system transactions. Page 143/209 .1 Awards by Supplier report What are the Awards by Supplier report? The Awards by Supplier report displays a summary of all awards made by the buyer to supplier(s). See "How do I export report data to a spreadsheet?" 4. 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.type (bid or quote).1. Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity.1. You can view the reports online. You can sort the report by clicking on the any of the underlined column headings. To run the Awards by Supplier report. Amounts do not include lines where award quantity and award amount are unspecified.

Blanket Purchase Agreement. 4.3. Amounts do not include lines where award quantity and award amount are unspecified.1. or All Outcomes. select Standard Purchase Order. Any report displaying calculated amounts does not include any RFI amounts. see. savings is zero.1. To run the Savings by Category report. Any report displaying calculated amounts do not include any RFI amounts.3 Awarded Bids Detail report What is the Awarded Bids Detail report? The Awarded Bids Detail report displays detailed information about auctions for which business has been awarded. the report reflects only the system-hosted catalog item categories. the report reflects only the system-hosted catalog item categories. The report is sorted by category. Note the following when generating and evaluating report information: When entering a category search parameter. Amounts do not include lines where award quantity and award amount are unspedified. you can generate a Savings by Item (Section 7.2.2 Savings by Category report What is the Savings by Category report? The Savings by Category report displays your total savings broken down by item category. with the category with the highest productive award appearing first. Section 4. You can view the supporting awarded bid by clicking the Auction number or Bid number.2.1.1) report for the items listed. If Current Price is not available.2.1. To run the Awarded Bids Detail report. Once you have generated a Savings by Category report.1 "How do I run the reports?" Notes: Note the following when generating and evaluating report information: o o o o When entering a category search parameter. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. see "How do I run the reports?" Note: For the Auction Outcome report parameter.Oracle Sourcing Help 4. Page 144/209 .

you may want to export the data to a spreadsheet application where you can analyze and format the numbers at your discretion.. click Export to Spreadsheet at the bottom of the report page. 4. Inc. Blanket Purchase Agreement. You are prompted to save the file.. Generate the intelligence report of your choice.) Save the file to the drive/location of your Page 145/209 .1. See "What are the Sourcing Intelligence reports I can generate?" 2.4 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. select Standard Purchase Order. 3. There are two main steps in this process: To export report data to a spreadsheet: 1. but at times.1. You can view individual quote details by clicking the quote number. the report reflects only the system-hosted catalog item categories. savings is zero. Any report displaying calculated amounts do not include any RFI amounts. Inc . To run the Awarded Quotes report. savings is zero.2. click Save File. Amounts do not include lines where award quantity and award amount are unspecified. or All Outcomes. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. see "How do I run the reports?" Note: For the Auction Outcome report parameter. After you have generated your report. Perspective for Java licensed from Three D Graphics.Oracle Sourcing Help Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. Copyright 2000 Three D Graphics. If Current Price is not available.3 How do I export data to a spreadsheet? You can conveniently view report data online. (If you see an Unknown File Type window. If Current Price is not available. Note the following when generating and evaluating report information: o o o o When entering a category search parameter.

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

the report shows the total amount generated by each sourcing transaction type (bid or quote). You can sort the report by clicking on the any of the underlined column headings. click the Reports tab. you can export the report data to a spreadsheet. In the spreadsheet. including the selected currency and the currency code. (Not all reports have all of the following search criteria. To run the Awards by Supplier report. If left blank. The Sourcing Reports page displays information on the reports in the system. o o Category (if available) Select the category of interest using the search icon next to the field. if desired. and click Go. For each supplier. as well as the total amount awarded to this supplier. the report defaults to your functional currency. are displayed. It also gives a breakdown by negotiation type of the total amount of money transacted. only transactions for that selected currency are displayed. See "How do I export report data to a spreadsheet?" 4. click Show Chart (if available) for a graphical representation of the report.1 How do I run reports? 1. if you want to view all transactions completed in all currencies. Once the report displays.) An asterisk (*) indicates a required field: o *From and Through Date Enter a date range for extracting and summarizing transactions. 5. 3.Oracle Sourcing Help To view transactions in all currencies: When you view transactions for a selected currency in a report. On the Negotiations Home page. Suppliers (if available) Select the suppliers of interest using the search icon next to the field. 4. Click the link for the report you want to run. 2.1 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). see "How do I run the reports?" Page 147/209 . Currency Select the currency of interest.2 Intelligence Reports 4.1. However. o 4. Click Export to Spreadsheet to download the report. Enter any search criteria into the appropriate fields.3.2. transactions for all currencies.

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

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

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

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

or price breaks associated with it. The Notes and Attachments section displays any text messages from the buyer and any attached files. click the negotiation number to access the Negotiation Summary page for the negotiation in which you are interested.Oracle Sourcing Help Creating and managing sourcing events Updating profile information Viewing award decisions Updating profile information 5.4 How do I view the details of a negotiation before placing a response? 1. 2. The Negotiation Summary page displays all the current information for this negotiation. (See section 5. Page 152/209 .1 “How do I access negotiations”). Monitor the action in the negotiation in which you are participating. Click the negotiation number to access the Negotiation Summary page. 5. pricing. Alternatively. If the item has attributes. 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.2. 3. shipping and billing information. Find a negotiation in which to participate (See Section 2.1.1.6 “How do I submit a response online”).3 How do I respond to a negotiation? Suppliers can respond to public negotiations and private negotiations to which they have been invited. 2. detailed item information.1 “How do I monitor negotiations to which I've responded”).1. Under Open Invitations. Submit your response (bid.4. Attachments can be viewed by clicking the paperclip icon. use the Search Negotiations fields to access the Active Negotiations page. or quote). This includes such information as the time the negotiation. the response controls. (See Section 5. price elements. To respond to a negotiation you must: 1. you can view information on the item attributes by clicking the "View" link under the Details column.

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

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

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

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

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

On the Line: page. 3.1. Notes and attachments can be assigned to the negotiation header or the negotiation lines. The second attachment is the line attachment. you see any notes and attachments assigned by the buyer to the line. there will be two attachments for each line. To see the detail information for each line. From the Negotiations Home page. Click the Lines subtab to see details of the negotiation lines. The negotiation summary page displays all the information on the negotiation broken down into a tab-oriented form so you can easily view the information contained in the different sections of the negotiation. When you respond to a negotiation that includes item attributes and/or price elements. Click the negotiation number link to display the negotiation summary page. on occasion the buyer may need to communicate or request additional information such as specialized requirements. 5. By default. click Return to Negotiations to return to the negotiation summary page. click the negotiation number link under Your Company's Open Invitiations to view negotiations to which you have been invited. click that line's number link. To view the notes and attachments: 1. you can view these specific item details (if allowed by the buyer) and enter additional values to target your response. a buyer can add item attributes and/or price elements to any item(s) in the negotiation.7 How do I view the attachments associated with the negotiation to which I am responding? In addition to the typical negotiation information. 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. The first attachment is the requisition header attachment. 2. Once you have viewed all your attachments. Page 158/209 . search for an open negotiation by selecting a search criteria. 5. providing a search value and clicking Go. The buyer can use the note text box for short communications or use attachments for larger amounts of information. Price elements identify additional costs associated with an item which need to be negotiated in addition to the item price.8 How do I use item attributes and price elements when responding to a negotiation? When creating a new negotiation. Alternately. the page displays the negotiation header information. From this page you can continue placing a response.1. 4.Oracle Sourcing Help 5.

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

you cannot change this amount unless the minimum amount is met in the auction bidding or you cancel the proxy bidding on the item. If the bidding on an auction item in which your proxy bidding drops below your proxy bid minimum amount. You can also change the proxy bid minimum amounts. you can cancel your proxy bid and submit a new bid with the updated proxy information. the system will continue to automatically rebid (by the proxy bid decrement amount you specify) until your proxy minimum bid price is met. Bid manually on the itemContinue bidding on the item by submitting bids manually. You can then do any of the following: Enable another round of proxy bidding for the item Enter new proxy bid information.500 bid in an auction with a proxy bid decrement amount of $100. if you have submitted a $3. You can change your proxy bid decrement if all items on the bid do not have proxy enabled. Note: After you have submitted your proxy minimum bid amount. Use numbers.300 on your behalf. Enter your proxy bid decrement amount. 10. the system will automatically submit a proxy bid of $3. for example. you can enter your proxy bid information in the appropriate fields on the Create Bid page. Whenever your bid price is exceeded by a competing bid price. When bidding on an auction that contains more than one item. Proxy Bid Decrement You must enter the exact amount by which you want each of your proxy bids to decrease. then enter a proxy minimum bid only for those items on which you want to proxy bid. automatic proxy bidding is discontinued. you can proxy bid on all or selected items. To submit a proxy bid for any auction item.Oracle Sourcing Help To activate proxy bidding: When you place a bid on an auction. You cannot enter different proxy bid decrement amounts for each item. 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). Then submit the bid as normal. you must provide the following information: Note: If at any time you wish to change your proxy bid information. Proxy Minimum Bid You must enter the lowest price you are willing to proxy bid for any auction item. Discontinue bidding on the item Page 160/209 . Your proxy bid decrement amount will be applied to the current winning bid in the auction.75.400 bid is subsequently submitted. For example. not your own current bid. and a $3.

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

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

check your response information. the initial round might have been simply for information gathering purposes. After you have analyzed the updated negotiation information. Browse to the location where you saved your spreadsheet file. The Bid Confirmation/Quote Confirmation page displays your bid number. Once you have displayed the new negotiation. you can continue placing your re Page 163/209 . click Create Quote/Bid. You respond to a second-round negotiation the same way as to the initial negotiation. Quote/Bid controls.Oracle Sourcing Help 7. Once the buyer has published the updated RFQ/Auction. 5. On the Rebid/Requote page. 9. Access the negotiation on which you wish to rebid. 4. There are several reasons why this might happen. On the negotiation Details page. If the buyer has updated an item for the new round. If the item is unchanged from the previous round. or the invitation lists.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.1. notifications are sent to the original and any newly added participants. you will need to respond to that item again. 5. 8. If correct. Click Import. your prior response is carried over to the new round. If the negotiation is an RFQ. On the Review Quote/Bid page. you can easily identify the updated information by clicking View New Round Summary. 3. Verify the details of your quote or bid. The system will validate the response information you entered in your spreadsheet. The Multi-Round Modifications Summary page shows you negotiation information that has been updated since the previous round. Click the response link to access the Details page.14 How do I rebid on an RFQ or auction? 1.1. Click Submit. or the buyer may decide to change negotiation criteria such as terms and conditions. enter your new bid information and click Continue. 2. After you have located the negotiation in which you wish to participate. use your Back button. If you need to make changes. you can respond with your new Quote/Bid. click Submit.

Once you have acknowledged all the amendments. Once a document has been amended. Review the negotiation's terms and conditions. then continue entering your response. You are informed that the negotiation has amendments and are prompted to acknowledge them. You will not be allowed to enter a response in the negotiation. To be eligible for an award decision. click Accept. If you placed a response before the amendment was made. click the checkbox and then click Acknowledge. Select the negotiation and click Respond. 1. you must review and acknowledge each one. Page 164/209 . these terms and conditions are presented before you enter the details of your response. the buyer may need to update some of the information defined in the sourcing document. you must review and acknowledge the amendments and place a new response. you can continue to respond to the negotiation normally. the next time you access the system the status of your initial response will have been changed to Resubmission Required in the Your Active and Draft Responses section of the Negotiations Home page. Search for the negotiation. 5.1. Click Yes. If there are multiple amendments. you will only be able to respond to the amended version.16 Why would a negotiation have special terms and conditions? Your buying company can include customized terms and conditions that govern its negotiations.Oracle Sourcing Help 5.17 How do I respond to an amendment to a sourcing document? After publishing a negotiation.1. 5. To respond to a negotiation that was amended before your first response: If the amendment was made prior to your first access. To respond to a negotiation that was amended after your first response: 1. 4. Such updates are called amendments. review the document information. you must have reviewed all the amendments and placed a response to the latest one. On the Acknowledge Amendment page. If you do not accept the negotiation's terms and conditions. click Cancel. 3. 2. 6. When you respond to such a negotiation.

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

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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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Your Response Number The number you assigned your response. Promise Date The date by which you promised to deliver the item. if any. 5. or Buyer's Auction Item Description Description of the negotiation item. The Rejected Items page allows you to drill down into detailed information about the negotiation and your response to it.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. participants can communicate with each other by entering into an ongoing conversation called an online discussion. Response Price The price at which you offered to sell the item. Negotiation Number The number assigned the negotiation by the system. Reason Any message provided by the buyer explaining why the item was not awarded.| Type The type of negotiation: RFQ. Page 170/209 .2. Once a negotiation has been published.Oracle Sourcing Help 5.2.6 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. The Rejected Items page shows: Response Number The number assigned to your response by the system. Response Quantity The number of item units you offered to sell the buyer.

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

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

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

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

If Oracle Procurement Contracts is implemented by the buying organization. Click the negotiation number link to view the original negotiation and its updates. Click "View Amendment History" to see the changes made to the original negotiation. the next time you access the system the status of your initial response will have been changed to Resubmission Required in the Your Active and Draft Responses section of the Negotiations Home page. 2.2. 6. On the Acknowledge Amendment page. Page 175/209 . The negotiation summary page shows the original version of the negotiation. 5. Click Acknowledge. Deliverables are part of the contract terms the buyer may have defined and are typically additional pieces of documentation that must be provided by the supplier. which you must review and acknowledge. Click Acknowledge Amendment. Click the suffixed number links to see the different versions of the sourcing document. or click the Review Changes icon to see what information changed between a version and its prior version. 4. and then click the checkbox acknowledging you have reviewed the amendment. You are presented any additional amendments.11 How do I respond to a deliverable defined to a negotiation? Deliverables are additional requirements a buyer may request of a supplier over the course of a negotiation. you must acknowledge that you have viewed the amendment and placed a new response 7. 8. Once you have acknowledged all the amendments. You use the Create Response page to enter your response to the buyer's negotiation.Oracle Sourcing Help To respond to a negotiation that was amended after your first response: 1. The currently active version has the highest number and is the first entry in the table. If you placed a response before the amendment was made. To be considered for an award decision. The amended versions are suffixed with an incrementing counter. The Amendment History page has entries for the original negotiation and any subsequently amended versions. Contract terms are displayed in the Contract Terms section of the page. 9. Review the information. you are presented the first amendment. The Review Changes page identifies the information that has changed. You can toggle between the current version and its prior version using the buttons. 3. This includes responses to any contract terms the buyer has defined. you can place a new response on the negotiation. there may be deliverables to which you must respond. 5.

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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Oracle Sourcing Help 6. or if you cannot view or access a specific page.1. Function security means that features can be used only by users who are allowed access to the features. you should contact your system administrator to request additional function assignments. the steps you performed that led to the problem.5 Whom should I contact about technical difficulties? If you experience technical difficulties with this system you should contact your system administrator. Users who are associated with this responsibility can access and perform specific features. note the error text if any. Then contact your system administrator. task bar option.1. If you are using a slow dial-up connection. or multibyte languages (such as Chinese). and (for bulk load jobs only) the job number. If the feature in which you are uploading allows. and apply only when you have selected "blanket purchase agreement" as the auction outcome.1.2 Glossary A Agreement Terms (Blanket Purchase Agreement only) Agreement terms are optional. some browsers will not upload files or browse directories whose names contain language-specific marks such as accents or umlauts. link. links.6 What if I have problems uploading files? Check the online Help about errors or failures. may time out before the system receives the file. particularly for large files. or task bar options? All system features are controlled by function security and your userid. Your Sourcing responsibility assignments determine which features you can use. try placing the file in a WinZip file to reduce the file size or using a faster connection to the system. 6. or if your upload does not complete. the connection. If you still cannot determine the cause of an error or failure. Your system administrator controls function security by creating a Responsibility consisting of different functions. 6. or other feature.4 Why can't I access some pages. If you receive a Task Access Restriction message. Total Agreement Amount Page 180/209 . button. Agreement Start Date/Agreement End Date The period during which the blanket purchase agreement is effective. 6. Note: Depending on how the system is set up. buttons.

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

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

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

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

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

Oracle Sourcing Help H I J K L Lead Time The number of days between the order date and the shipment date (not between order date and receipt date). Note: A bid decrement amount will always be applied to a bidder's current bid price. For example: Auction #1234.000 Bidder A's second bid = $900 Bidder A's third bid = $800 Auction #2234. If you specify your bid decrement amount as a percentage. but will be applied to the bidder's current bid price. Line Types A negotiation line item's line type determines whether the line item refers to goods or services (other line types can also be defined). the decrement percentage will be calculated based on a bidder's original bid price. M Minimum Bid Decrement The minimum amount by which bids must decrease This is set in the auction's bid controls. bid decrement = 20% Bidder B's original bid = $1.000 Bidder B's second bid = $800 Bidder B's third bid = $600 Minimum Release Amount Page 186/209 . bid decrement = $100 Bidder A's original bid = $1. You can enter either a straight amount or a percentage by which bids must improve.

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

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

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

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

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

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

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

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

6.Oracle Sourcing Help 6. may not always correctly read the code examples in this document. For additional information. Oracle neither evaluates nor makes any representations regarding the accessibility of these Web sites. visit the Oracle Accessibility Program Web site at: http://www.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 must be fully installed to take advantage of their features.1 Accessibility of Code Examples in Documentation JAWS. and supporting documentation accessible. These other Oracle Applications may require separate licenses. Page 195/209 . and contains markup to facilitate access by the disabled community. JAWS may not always read a line of text that consists solely of a bracket or brace. 6. This documentation is available in HTML format.4 Product Integration and Licensing This documentation includes information about many features of Oracle Applications other than this product.3.3.oracle.3 Documentation Accessibility Our goal is to make Oracle products. The conventions for writing code require that closing braces should appear on an otherwise empty line. a Windows screen reader. to the disabled community. 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. however. our documentation includes features that make information available to users of assistive technology. services.com/accessibility/. To that end. Standards will continue to evolve over time. 6. with good usability.

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

Page 197/209 . Any report displaying calculated amounts do not include any RFI amounts.1. select Standard Purchase Order. savings is zero. If Current Price is not available. Amounts do not include lines where award quantity and award amount are unspedified. the report shows the total amount paid to this supplier. or All Outcomes. Blanket Purchase Agreement. You can view the supporting awarded bid by clicking the Auction number or Bid number.3 What is the Awarded Bids Detail report? The Awarded Bids Detail report displays detailed information about auctions for which business has been awarded. For each supplier. 7.Oracle Sourcing Help 7.1. To run the Savings by Item report. the report reflects only the system-hosted catalog item categories. If Current Price is not available.2 What is the Savings by Item report? Once you have the Savings by Category report generated. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. 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. the report reflects only the system-hosted catalog item categories. savings is zero. you can further drill down into the categories and display how much you have generated by item within that category. You click the category to obtain a list of items within that category and how much revenue you have received off that item. Note the following when generating and evaluating report information: When entering a category search parameter. To run the Awarded Bids Detail report. see "How do I run the reports?" Note: For the Auction Outcome report parameter. Amounts do not include lines where award quantity and award amount are unspecified. 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 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).Oracle Sourcing Help 7. 3.1 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. On the Reusable Attribute Lists page. the report reflects only the system-hosted catalog item categories. If Current Price is not available. To create an attribute list: 1. select Standard Purchase Order. Note the following when generating and evaluating report information: o o o o When entering a category search parameter. Amounts do not include lines where award quantity and award amount are unspedified.2 Reusable Attribute Lists 7. On the Create Header Atttribute List/Create Line Attribute List page. You can view individual quote details by clicking the quote number. 2. Active lists are available for use by buyers during negotiation creation. Buyer cannot create inactive lists . Any report displaying calculated amounts do not include any RFI amounts. click either Create Header Attribute List or Create Line Attribute List . savings is zero.1. see "How do I run the reports?" Note: For the Auction Outcome report parameter. enter a name and description of your list and select a status. Click "Attribute" under the Reusable Lists area of Quick Links on the Negotiations Home page . or All Outcomes. 7. Page 198/209 .2. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. 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. Attribute lists are named groups of line attributes (line characteristics) that applies to a line in a negotiation. If you include an attribute list in a negotiation template.

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

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

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

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

You apply this element list to your auction or RFQ. the display begins at the time the negotiation was opened. the buyer may create a sourcing event to group together several related RFQs/auctions. and the display is automatically refreshed using the new increments. Though the RFQs or auctions grouped in a sourcing event are related. Sourcing events help both buyers and suppliers monitor multiple RFQs/auctions as a group rather than individually. 3.6 Why are some RFQs and auctions associated with a sourcing event? In some instances. The Sourcing Super User has this job function by default. Click the "View All Events" link. 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. then click Auctions or RFQ in the task bar directly below the tabs. Click the Negotiations tab.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. In addition. Click View Event Negotiations to see details of the sourcing event. you can combine them into a price element list. You must be assigned the Create Price Elements job function to create price elements. Select the event you want to view. 2. hours. These costs can then be negotiated between a buyer and supplier just like the item price. rather than searching for them individually. Page 203/209 . Once you create the appropriate price elements.Oracle Sourcing Help By default. You can also move directly to either the beginning or the end of the negotiation by clicking the appropriate small arrow icon. You can condense or expand the display by controlling its time display increments. Such costs could include services such as training or consulting. you must respond to each individually. or days. 7. 7. Select the increment you want from the drop down menu. Buyers can specify when they create the auction or RFQ how much they are willing to pay for these additional costs. The display can be shown in minutes. events enable suppliers to quickly locate and participate in multiple similar RFQ/Auctions. To access an event: 1. Sourcing Buyers may also have been assigned this job function by the system administrator.

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

2.2 “About the Contract Terms Library”).Oracle Sourcing Help 7. Non-Standard Clauses Non-standard clauses exist only in business documents. A non-standard clause is a clause that you create to add in directly into the business document.9. Prior to approval. or a standard clause that you edit and make non-standard.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. or you can leave the clauses in draft form. Unless protected. After you apply the contract template to a business document. Standard Clauses A standard clause is a clause defined in the Library (See Appendix 7. You can create templates that include both clauses and deliverables. These templates can then be used to default clauses and deliverables on a contract. You can either approve clauses before adding them to the contract template. the contract template can contain both approved and draft clauses. You can create and modify standard clauses in the Library. Page 205/209 . 7. 3. Clauses are drafted based on both business and statutory requirements. the text of a standard clause in the business document can be changed. at which point the clause becomes a non-standard clause. In order to make standard clauses available to be used in business documents. not in contract templates. Add the clauses to a contract template. you must perform the following steps: 1. Apply the contract template to a business document. all the clauses in the contract template automatically become standard clauses in the business document.9.1 About Clauses A standard clause is the legal or business language used to author a contract. Approve the contract template. A contract template can consist of: o o o Clauses Variables Deliverables Note: The Deliverables functionality is currently supported only on contract templates with the Buy intent.

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. These rules can be applied on a business document to bring in additional clauses based on the information in the business document. System variables are also available to be used in defining Contract Expert rules. These capabilities provide the foundation for contract process standardization and control across the enterprise. and variables. In addition to standard clauses and contract templates.1 About the Contract Terms Library The Contract Terms Library is the central library of all pre-approved clauses. and Contract Expert rules that can be used to create contracts across the enterprise. Local organizations can then use or duplicate these clauses and templates and customize them to meet their own specific local requirements.Oracle Sourcing Help 7. the Library supports the creation and maintenance of a library of folders. sections. Another key feature of the Library is the ability to establish global standards and enforce these standards enterprise-wise. Clauses can be grouped into sections and stored as reusable contract templates to codify best practices.9.2 About Variables Oracle Contracts supports the use of business variables (tokens) in clause text. You can embed system variables in the clause text. customer name. Organizations can manage clauses and templates centrally in a global organization. and supplier name. During authoring. Page 206/209 .1. 7. This section also includes the following topics: o o Variable Identification Value Sets for Variables System-Defined Variables These represent contract document attributes such as payment terms. these tokens will be substituted with values from the business document. The Library gives the legal department and business organizations a powerful tool to create reusable clauses. Templates provide a framework for rapid assembly and creation of contracts. You can use the Contract Expert feature of Oracle Contracts to create rules that represent the business policies of the organization. which will be automatically substituted with values when the clause is used in a contract.9. Note: The Contract Terms Library is generally referred to as the Library.

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

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

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

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