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

......................................... 96 2...... and how do I create and use them? .......1............................................4..1.................1.....................1....................8 What are price breaks............ 114 2....3............4.................................. 100 2........................ 93 2.......................2 Using Oracle Services Procurement and Oracle Procurement Contracts. 86 2..........................4............7 What are price breaks.............3..........3.....................4....................1......3........3.........4 What are Your Negotiations at a Glance?...............3 Are there any shortcuts available when creating a sourcing document? ..1...................2 How do I monitor the negotiations I have created? ......................3 Monitoring Negotiations....2 What kind of services can I negotiate for?.........................4 What are contract terms and conditions..4 Can I create and save sourcing documents without submitting them? ..........................3......5 2........................................4 Additional Creation Topics .............3........11 Who can participate as team members? ....10 How do collaboration teams work? .................1................1............................................................. 107 2..............................................................................6 .....................1..................1.13 What is shortlisting and how do I use it? .... 100 2...........3....................13 What are global agreements.............................................................3.....1... 103 2... 114 2..............................3......7 How do I analyze the responses I have received?...................4..11 How do I extend a negotiation that is in progress? .................................4...2.. 110 2............... 105 2....1.... 98 2.. 84 2.............. and how do I use them?....3 How do I respond on behalf of suppliers without Internet access?..4................................................1.................................. 98 2.....2.....3..................................7 What are contract terms and conditions......3 How do I define services related lines?....................... 92 2....4............................................................................... and how are they used? ................................9 What are amount based line types............................3.........................9 How do buyers and suppliers communicate while a negotiation is in progress? ............................................4............. 88 2......... 107 2..........2 What is a sourcing event? ........ 91 2... 109 2..5 How do I create a deliverable and use it in a negotiation document?...........1.......................... 102 2.....1...3.................. and how do I use them?................................. 84 What are Reusable Price Element Lists.. 115 2......................... 88 2. 112 2..........1 How do I access negotiations? ....2..5 How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line?.............. 97 2.......... 99 2.....4...... 105 2.............. 95 2.................................8 How do I view the backing information for lines AutoCreated from Oracle Purchasing?........12 How do security levels work? ................................................ 106 2... 104 2...3................................ 116 2... 117 Page 5/209 2.............1....................................Oracle Sourcing Help How do I use price elements? ............................. 108 2.................4................ and how do I use them in my negotiation?... 102 2...................... and how do I use them?............. 106 2..6 How do I download the responses I have received? ........ and how do I use them in my negotiation?......... 96 2.....12 How do I change my auction's AutoExtend settings while the auction is in progress?...............4.........4..........................................3................14 How do I initiate a new round of responding?...... 103 2...................................1 How do I create a deliverable and use it in a negotiation document?.....1...................3.......6 How do I copy a sourcing document?....3.......10 Can I invite additional suppliers to a negotiation I've already created? ...........2.............1 What are some negotiations strategies I can use? .

..........3 Searching for draft negotiations ...........................11 Can I see information on my negotiations once I have completed awarding them? ................... 143 4.3..............1 Searching for your negotiations in which you are participating: .................1 How do I update my Sourcing personal options? ....................................... 143 4...............................................................Oracle Sourcing Help How do I close a negotiation before its scheduled close date and time?............5.................1................................4....................12 How do I generate a purchase order document? ...............................4. 139 2.............................4.........3............................... 121 2..........3.......19 How do I view the approval history for my negotiation? ......................................4........................................13 What is contract binding?.......8 How do I allocate backing requisitions among awarded items? .. 138 2................. or auction? ................... 142 3.................. 145 What is the Awarded Quotes report? ..................1 What is the Awards by Supplier report? ...........................18 How do I print information on my negotiation? .......16 How do I cancel a negotiation?........................................................................4.....1..............................1............................... 124 2................................ 124 2....... 136 2...................2.....................1...4 Awarded Quotes report ...............2 What are the Sourcing Intelligence reports I can generate?..........................1..6 Searching for addresses:........................6 How do I manually score header attributes? ...................1 Introduction to Sourcing Intelligence.............4 Searching for suppliers:.1...............1.. 135 2.................................. My Profile ................................................. 120 2............ 129 2...2 Savings by Category report..............5 How do I download the responses I have received? ..4......................5....1............ 141 3........... RFQ.......................... 123 2.................. 138 2..........................................2................ 142 4....................................5........5 Searching...... 147 4................2..5..1......................4.....................4...........4............ 145 4.......2.............15 ..........5..................................................................... 124 2....5.3........ 137 2......... 144 4.......4..............4 Awarding Negotiations ....... 137 2.............................2............................... 124 2........17 How do I create an amendment to a negotiation? ......1................... 133 2............................................. 143 4..................2.........1 How do I view the responses I have received? ............. 130 2..............................1 How do I search for information on Oracle Sourcing? ...........................1........................................... 120 2.........................................4......................... 133 2.7 Searching for lists.......1....... 122 2.................. 148 Page 6/209 2.........2 What is the Savings by Category report?....9 How do I disqualify responses I receive for an RFI....3..... Sourcing Buyer Intelligence Reports... 120 2... 143 4................................................3 Awarded Bids Detail report ......4....2 Intelligence Reports ...................... 144 What is the Awarded Bids Detail report? .5 Searching for lines and categories...............1..... 141 2.............................. 147 4...1 How do I run reports? .........................................................3.3 How do I export data to a spreadsheet? ..... 137 2.........................5.........5.............................20 How do I manage deliverables I have assigned to a negotiation?.................3......... 140 2. 144 4...........................................2 How do I unlock and unseal a sealed RFQ or auction? ......1 Awards by Supplier report ................................1...4 How do I award business in an RFQ or auction?............. 139 2.....3 What are the different methods I can use when performing awards? ........................... 127 2..1 What is Sourcing Intelligence? ......2 Searching for all negotiations to which you have access:......... 131 2......................1... 128 2...... 143 4..........10 What information is contained on the Award Summary page? ................. 147 4..........4.................7 How do I use a spreadsheet to award negotiation items?...... 145 4...................................

....15 How do I respond to a negotiation that has gone to an additional round of responding?......10 What is proxy bidding and how does it work?.......2...................3.......... 163 5...............................3 How do I respond to a negotiation? ....................... Additional Information....................18 How do I respond to a deliverable defined to a negotiation?............................ 169 5..11 How do I respond to a deliverable defined to a negotiation?..... 150 5....................................... 178 6....................1...7 How do buyers and suppliers communicate while a negotiation is in progress? ..... 170 5........................11 How do I turn off proxy bidding? .....................1.......2................................................... 159 5.............3 What is the Awarded Bids Detail report? ........... 161 5..................................... 167 5................................ 167 5................. 164 5........... 168 5...2....................................................................................1...................................Oracle Sourcing Help 4..............1............3 What is a WinZip (or zip) file? ........... 148 4........................ 154 5......... 178 6............................................13 How do I download a spreadsheet and respond offline?...............................................14 How do I rebid on an RFQ or auction? ....3 How do I track the status of my responses?.............................. Help for Sourcing Suppliers.................1........1 Responding to Negotiations........... 173 5....... 176 5........ 159 5........... 167 5........1............17 How do I respond to an amendment to a sourcing document? ..........................................................2........ 162 5......................8 How do I turn off proxy bidding? . 153 5..1.. 177 6..9 How do I print information on my negotiation? .1 How do I access negotiations? ....... 150 5....................... 166 5....................2 How do I use Quick Links?..............1.......................1.........................................1 How do I monitor negotiations to which I've responded? ............................... 149 5..2......................................................................................9 What is AutoRefresh? ...2...........2...... 177 5................ 167 5....................6 How do I submit a response online? ..........................6 What information is contained on the Rejected Items page?..................19 How do I respond to a service-related line?.............................................................................................4 What is the Awarded Quotes report? .........................................2 Monitoring Negotiations..........................................1.........1.............10 How do I respond to an amendment to a sourcing document? .......... 178 6.1...4 How do I view the details of a negotiation before placing a response? ......................................1................ 172 5..............................4 What information is contained on the Disqualified Responses page? ......1.....................2..................1 What are the benefits of registering and participating in this system? ..1...... 165 5....................................2..........3 Searching....1................ 158 5.......................7 How do I view the attachments associated with the negotiation to which I am responding? .........2 How do I use Quick Links?..2 Can international companies participate? .......... 158 5.............................................................1 How do I search for negotiations? .....1...............8 How do I use item attributes and price elements when responding to a negotiation? .......... 152 5.... 163 5............12 How do I respond to a service-related line?........................2.....................................................5 How do I respond to a Request for Information (RFI)?........1.......... 179 Page 7/209 ........... 151 5.1...........5 What information is contained on the Awarded Items page? .2..... 152 5..2......1............... 170 5........................................ 161 5. 179 6...................................................................1................... 150 5.............. 164 5................. 175 5................................................1........................................... 174 5.2..........................12 What is power bid?.......16 Why would a negotiation have special terms and conditions? .................................1 Additional Topics .................2...................................

...........................................................3 About Deliverables......................... 207 Deliverable Variables...........1............ 196 7............8 Can suppliers communicate with each other while a negotiation is in process? ................................. 198 7.. 197 7................2 Accessibility of Links to External Web Sites in Documentation............................................. 195 7............................................................................ 196 7......................................2 About Variables ......................................................... 202 7...................... 180 6..........6 Why are some RFQs and auctions associated with a sourcing event? ...............7 What are reusable price elements and how do I create them? ...................... 206 Table Variables .....................2 What is the Savings by Item report? .......................................................................... 203 7...... 199 7.......................2.................................................................... 208 7...........................4 How do I enter business terms and conditions for my RFxs and auctions? ..1. 205 Non-Standard Clauses..............5 How do I use the Graphical Monitor to view responses to items in my negotiation?.................1 How do I create an attribute list? .................................... 205 7......3............... 198 7... 199 7.... 207 Variable Identification ........................................9....... 200 7.6 What if I have problems uploading files? .. or task bar options? ........................................... links................. 204 7..3 Documentation Accessibility ................................................................................. 195 6....1..................... 208 Page 8/209 .........................................3 What is the Awarded Bids Detail report? ................... 207 User-Defined Variables.......................1 Accessibility of Code Examples in Documentation ...............9................................................1 About Clauses ..................................................4 Why can't I access some pages............1. buttons................9.......9 About Contract Templates ..........................2 Reusable Attribute Lists .................................. 206 System-Defined Variables ........1....................... 198 7.............. 180 6...............4 Product Integration and Licensing..................................... Appendix ................ 206 7..................................2 Glossary...........1 About the Contract Terms Library............... 180 6.3 What are score settings and how do I use them with header attributes? .............................Oracle Sourcing Help 6............................................................. 195 6............ 196 7.......1..................3................................................................................................................................................................................................. 180 6......................................... 197 7....... 205 Standard Clauses .......1 What are header attributes and how do I use them?. 203 7...................4 What is the Awarded Quotes report? ........................................................9........................................................................................5 Whom should I contact about technical difficulties?.............................. 207 Value Sets for Variables.................................................................................1 What are the Sourcing Intelligence reports I can generate?........1 What are the Awards by Supplier report? ............................................1..........................3..............1.. 205 7. 195 6.......

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

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

or an Internet appliance. SSL is an open protocol that has been submitted to several industry groups as the industry security standard. The following are suggested minimum hardware specifications: 28K modem 8 MB RAM 266 MHz Pentium processor Software Requirements To view and use the system.x) or Microsoft Internet Explorer (version 5.5+. What are cookies? A cookie is a small amount of information that a Web site copies to your hard disk.x).netscape. go to http://www. To download a free copy of Internet Explorer. the bookstore's Web site might use a cookie to store information about your favourite subjects. What is Secure Socket Layer (SSL)? SSL is a high-level security protocol for protecting the confidentiality and security of data while it is being transmitted through the Internet. you need Internet access by a computer with a modem. Based on RSA Data Security's publickey cryptography. SSL is used by most commerce servers on the World Wide Web. and must support Secure Socket Layer (SSL) connections. but not 6. A cookie can help a Web site identify you. For instance.x on the platform of your choice. like Netscape Navigator (version 4.com/downloads/ and search for Internet Explorer 5.com/download/ and locate Netscape Navigator. you need a standard Web browser. and later use that information to recommend particular books. SSL is denoted by the letters HTTPS in the URL. go to http://www. To download a free copy of Netscape Navigator.microsoft. if you shop for books online. Page 11/209 . Your browser must have cookies enabled.Oracle Sourcing Help Hardware Requirements To connect to the system.

and item-specific attributes. The four different types of sourcing documents available .1 What is Oracle Sourcing? Oracle Sourcing offers flexible negotiation capabilities to buyers and sellers.Oracle Sourcing Help 1.1.2.1 Frequently Asked Questions: Oracle Sourcing 1.2. and buyer's auctions. enabling them to efficiently obtain the best possible prices for goods and services. Page 12/209 .2 “Glossary”) Terms and Conditions enforcement (See Section 5.4 “How do I create and edit a reusable invitation list”) Sourcing Template (See Section 2. quantity. but on lead times. Prices are established based on actual supply and demand at the time the negotiation is transacted.1.2.3.2. Common Functionality All sourcing document types have the following common functionality to simplify the negotiation creation process: Reusable Attribute Lists (See Appendix 7.1 “How do I create an attribute list?”) Reusable Invitation Lists (See Section 2.1.1. and then use that information to create negotiations that drive prices based not only on price.2. requests for information (RFIs).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.requests for quotations (RFQs). Buyers and sellers. who might never meet face-to-face.1. “How do I create and edit negotiation templates?”) and Copy features (See Section 2. Buyers can use the information obtained to subsequently conduct an RFQ or buyer's auction.4. Buyers use real-time interaction to obtain information on suppliers' products and services.2 Getting Started with Oracle Sourcing 1.1.6 “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.1.7 “Can I accept responses in multiple currencies”) Multiple Language support Notes and Attachments (See Chapter 6.

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

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 .

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

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

Page 17/209 .10) Bidding (See Power Bidding (See Section 5.3 What time saving functions are available to me when creating negotiations? There are many ways you can streamline the creation of sourcing documents: Copying an existing document You can copy documents that you.2) Information obtained during the RFI can be used to create a new negotiation document. The details of the document such as the controls.1.Oracle Sourcing Help Attribute Based Bidding (See Section 5.1.1. Multiple Quotes The RFQ business process allows suppliers to submit a single quote per round. Multiple If allowed by bidders may multiple bids.4.4.11) Price Breaks (See Section Price Breaks (See Section 2.1.3. have previously created.8) RFIs use item attributes to solicit item information from suppliers.11/2.8) Price Elements (See Manual Section 5. Bids buyer.15) Buyers can manually extend an RFI or close an RFI earlier than the scheduled close date.1.10) Price Elements Attribute Based Bidding (See Section (See Section 5. terms and conditions.7) 1.4. item information.1. and invitation list are copied into a new document which you can edit if necessary.4.1. Convert to negotiation document (See Section 2. Decrement/Increment (See Section 2.1. or any other users in your organization.1.11) 2.2.1.1.8) Extend/Early Close (See AutoExtend (See Section Section 2.1.8) Section 5. submit Other Proxy Bidding (See Attribute Based Section 5.4.1.11) an RFQ or close an RFQ earlier Early Close (See Section than the 2.11) Buyers can Manual Extend (See manually extend Section 2.1.15) scheduled close Minimum Bid date.4.8) 5.3.7) 2. Manual Extend/Early Close (See Sections 2.

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

you can click "Continue editing your draft. 1. How do I continue working on it? You can continue working on a document saved as a draft by After clicking Save Draft.Oracle Sourcing Help 1.2.1.8 How do I stop others from editing a draft negotiation I am working on? Every time you edit a draft negotiation the system automatically locks the document. Depending on the setting chosen during the negotiation creation. these lists are shared across all document types and can be accessed by the buyer as required.1.4 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. you can click "Manage Draft Negotiations" to access the Manage Draft Negotiations page.2.2. The buyer then uses the suppliers' responses to qualify the group of suppliers and to determine the best set of suppliers with which to later conduct a negotiation. buyers define attributes for negotiation items. you see the Confirmation page. and delivery.2. 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. When creating an RFI. 1. in essence "answering" the buyer's question. ensuring that only one user can work on a draft at any time.2. quantity. Suppliers reply to the item attribute. these attributes can be either required. 1. From this page. called item attributes.7 I just saved a negotiation as a draft document. optional. that allow bidders/suppliers not only to respond to the price. 1.1. but also to other features salient to each item.5 Are reusable invitation lists and reusable attribute lists shared across all three negotiation types? Yes. or display only." Alternatively.1. You are granted exclusive control until you release it. These attributes represent important aspects of the item for which the buyers need information from their suppliers. The document is released when Page 19/209 .6 What is attribute based negotiation and how can I use it? Attribute based negotiations enable buyers to define multiple item-specific characteristics. Item attributes and their responses comprise the heart of the RFI process.1. From this page you can access and edit any of your draft negotiations.

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.2.1.) 1.2.9 What is the minimum information I need to enter before I can save a draft negotiation? Enter the information required for Step 1 of the creation process.1. The information from the previous round is enough to save a draft. can I award business to quotes/bids from the previous round? Once you save a new round of Quoting/Bidding.) Another user removes the lock.2.2.Oracle Sourcing Help You save it. can unlock draft auctions/RFQ which were locked by other users. 1.1. (The original creator can always unlock a draft. you can delete the draft for the new round from the Manage Draft Negotiations page. The draft creator selects the draft and clicks Unlock on the Manage Draft Negotiations page. you are not required to enter any information.1. Negotiations with Round Completed are not available for awarding. What are the differences? You can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing. It is removed from the system. 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 delete it from the Manage Draft Negotiations page.12 I know I can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing. If you wish to create a draft for a new round. However. making it available for award. 1. the system automatically updates the status of the previous round to Round Completed. 1. The system automatically updates the status of the previous round to Closed. such as the Sourcing Super User. Each has its own benefits: Page 20/209 . (Users with the appropriate function security. You submit it (the draft becomes a valid negotiation in the system). You can save an negotiation as a draft as soon as you get to Step 2.10 If I have saved a draft of a new Quoting/Bidding round.

New buyers can then manage the requisitions as needed.1. The old Sourcing negotiation number remains on the requisition line until a buyer creates a new negotiation using the requisition. As responses are received. 1. The higher the weight.1. quantity.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. This allows the buyer to define the relative importance of each attribute by assigning weights to these attributes and scores to expected values for each attribute.2. Scores represent the desirability of that attribute value or range of values compared to other values.Oracle Sourcing Help RFQs/auctions in Oracle Sourcing Real time bidding. 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 more desirable the attribute value or range of values. Custom attributes having weights and scores are called weighted attributes and require a response. the system calculates a weighted score for each attribute response and a Total Score for the item. 1. breaks. or need-by date. Each weight assigned to an item attribute is a number between one and 100 that represents the importance of that attribute compared to other item attributes. the requisitions become available again to AutoCreate in Oracle Purchasing. Page 21/209 . Weights and scores can be assigned to the custom attributes.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 goal of scoring is to motivate a respondent to respond with quotes/bids most closely matching the desired attribute values. Scores are numbers between zero and 100 and are assigned to each possible attribute value or range of values.2. It then ranks the scores for the same item from different respondents based on a Price to Total Score ratio. The higher the score. the more important the attribute to the item.

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

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

2. 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. 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. can directly register and approve users. 3.20 What is the purpose of notifications? Who receives them and when? Notifications are used to communicate specific events to users. Select the applications to which the user will have access. From the Portal page. Event Recipient Purpose To inform them that the negotiation is open for previewing or bidding To invite them to acknowledge intent. Invitations are automatically sent to each supplier." 2. On the Register an External User page. Click Register.19 How can I invite suppliers to participate in my negotiation? You can invite suppliers to participate in your negotiation by selecting them from the Supplier Master or by applying predefined invitation lists.1. enter the required information.1. 1. You receive a confirmation that the new user has been registered. Search for and select the supplier company name by using the flashlight icon (if the supplier company information does not exist within the system. click "Register a Supplier User.Oracle Sourcing Help To register a user yourself: Anyone with the Sourcing Super User authorization. a buyer with the appropriate authorization can add the company to your Supplier Master).2.

The negotiation duration is the length of time between either the preview date (if the buyer specified one) or the open date.2. and the close date. When the reminder gets sent depends on the duration of the negotiation. Cancel negotiation a All invitees and suppliers To notify them the negotiation is closed To notify the suppliers that the RFQ or auction has been awarded and how many lines have been accepted or rejected Award an RFQ or All suppliers auction Starting a new Suppliers who are invited To invite them to participate in an round in an RFQ for the new round additional round of negotiation or auction All suppliers from the Starting a new To notify them that they are not previous round who are round in an RFQ invited for the additional round of not invited in the new or auction negotiation round Invitee not acknowledging Supplier intent within the responded allowed time who hasn't To inform and encourage invitee to acknowledge intent to participate 1. or all a certain Quote/Bid has been quote suppliers in the sealed disqualified RFQ.1.21 When does an invitee receive a reminder email notification? If companies do not acknowledge participation by a certain time. 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.

Once you have completed this spreadsheet.23 Can I respond to a negotiation created by someone in my company? No.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.1. they receive it at the original reminder time. 1.2. Otherwise.1. 1. then invitees do not receive a reminder. If additional companies are added before the original reminder time. 1. However. Page 26/209 . you can upload it to enter your responses into the system to. then invitees do not receive any reminder.22 Do suppliers need to acknowledge their intent to participate before submitting responses? Suppliers are encouraged to acknowledge their participation intention after they receive the invitation email. they do not receive reminders. 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. You cannot respond to any negotiation that your company owns. these new invitees receive reminders at the original time. It is not mandatory to acknowledge your intent before submitting responses.1.2. Bulk loading is also useful if you respond in similar negotiations that occur repeatedly. If the negotiation is closed. the reminder is not sent. If the buyer starts another round of negotiation before the reminder time.24 What is the quickest way to respond to a negotiation that has many line items? If the negotiation you wish to respond to contains many line items. canceled or deleted before the reminder time. you can download a spreadsheet which you can complete offline to specify your response information. Such acknowledgments are intended to enhance communication between buyers and suppliers and inform buyers of the potential participation. however.2. you can respond to negotiations created by your company's affiliates. if they are added after the original reminder time.

You can check your Notifications for the Purchase Order Creation Notification.1.1. which includes the purchase order numbers along with other information.1.2. On the Award Summary page. select Award Summary from the Action menu and click Go. In Oracle Sourcing. You can search for the purchase orders in Oracle Purchasing by entering the negotiation data. the negotiation number. 1.2. You can also search Oracle Purchasing by entering the original requisition information. Click the Administration tab. For a Note field." Select the indicator and specify whether users can override your selection. 1. you can require a particular indicator be used for all negotiations. 1. Any user assigned the appropriate job function can add suppliers to an RFQ or auction any time before the close date and time.1.27 Can the system administrator require buyers to use a certain rank indicator? Yes. click the response number link to view the information on that response including the corresponding purchase order created for that response. access the negotiation whose associated purchase orders you wish to see by entering the negotiation number into the Search Negotiations fields.25 Can I invite additional suppliers to an RFQ or auction I've already created? Yes. On the Negotiations Summary page.26 How many characters can be entered into the Item Description and the Note fields? For an Item Description field.2. This displays all purchase orders for a particular negotiation. you can enter a maximum of 2000 characters. Page 27/209 . As the system administrator.2.28 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. you can enter a maximum of 240 characters.Oracle Sourcing Help 1. for example. and then click "Negotiations Configuration.

Once suppliers have submitted an initial round of quotes. The suppliers' responses to the RFQ allow the buyer to compare quotes and negotiate the best price and specifications for the good or service.3. suppliers are immediately notified of the results via online notifications.1 “How do I create an attribute list”).2. Steps in the RFQ process include: 1. RFQs typically consist of multiple rounds with competition focused on whether supplier(s) can meet the specific requirements. 2. 4. Reusable attribute lists (See Appendix 7.1 “How do I create a new negotiation”). RFQ Capabilities RFQ templates (See Section 2. Quote preparation and submission (See Section 5.2 Getting Started with RFQs RFQs support the full business process to solicit quotes from suppliers. Buyers analyze the quotes and either award the RFQs or modify the RFQs and open them for another round of quoting.1.3 “How do I respond to a negotiation”).2. RFQ creation (See Section 2.Oracle Sourcing Help 1.4.1.1.5 “How do I use price elements”).5. Price elements (See Section 2.3 “How do I create and edit negotiation templates”). Page 28/209 . RFQs enable buyers to collect quotes from suppliers for complex and hard-to-define items or services.2. RFQ modification or awarding (See Section 2.1. Suppliers cannot view competing quotes while the negotiation is in progress.4 “How do I create and edit a reusable invitation list”).2 “How do I monitor the negotiations I have created”).Suppliers view the RFQ details and submit their quotes online. RFQ monitoring (See Section 2.1. 3. Buyers initiate RFQs that may include multiple line items by publishing the RFQ and inviting suppliers.2.Buyers can monitor real-time quote activity and take appropriate action. Once the RFQ is completed. RFQs supports both blind and sealed RFQs. buyers can review quotes and award the RFQ or submit a modified RFQ for another round of quoting.1. Reusable invitation lists (See Section 2. RFQ is typically used for complex items or services such as made-to-order manufacturing items or construction projects.4 “How do I award business in an RFQ or auction”). The RFQ process usually lasts days or weeks through multiple rounds of negotiations.

Multiple RFQ styles: blind or sealed (See Section 6.5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Purchase order generation Attribute based quoting (See Section 5.14 “How do I initiate a new round of responding”). Page 29/209 . Real-time status updates Notes and attachments (See Section 6.2 “Glossary”).Oracle Sourcing Help Price breaks (See Section 2.5. or auction”).5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”).14 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”). Graphic RFQ monitor (See Appendix 7.13 “How do I download a spreadsheet and respond offline”).1. (5.11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2. Sourcing Events (See Appendix 7.7 “What are price breaks.3. Quote comparison (See Section 2.4.1. Monitoring quote activity in real-time (See Section 2.8 “How do I use item attributes and price elements when responding to a negotiation”).1.1.4.4 “How do I award business in an RFQ or auction”).16 “How do I cancel a negotiation”)and Disqualifying quotes (2.4. Capture Total Cost (See Appendix 7.4.4. RFQ.1. Online or offline awarding capability (spreadsheet awarding).1. and how do I use them”).6 “Why are some RFQs and auctions associated with a sourcing event”). Multi-round quoting (See Section 2.5.7 “What are reusable price elements and how do I create them”).6 “How do I submit a response online”) and offline (spreadsheet quoting).16 “Why would a negotiation have special terms and conditions”) Quoting online (See Section 5. (See Section 2.9 “How do I disqualify responses I receive for an RFI. Canceling RFQs (See Section 2.2 “How do I monitor the negotiations I have created”).15 “How do I close a negotiation before its scheduled close date and time”).4. Integration with Oracle Purchasing (See Section 2.2 “Glossary”). Manual extend (See Section 2. Terms and Conditions enforcement (See Section 5.

you can submit multiple quotes within the same round.2.4 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. but you must enter the weights and scores for an item's scored attributes online. You can prepare your list of RFQ items offline and upload the completed spreadsheet.2. 1.3. You can contact the buyer who created the RFQ and ask to have your quote disqualified.3. 1.Oracle Sourcing Help 1. An RFQ buyer can setup an RFQ to accept quotes in multiple currencies by selecting the RFQ currency and then identifying any Quote currencies in which quotes will be accepted. ensuring the integrity of the submitted RFQ items. but quote disqualification is at the discretion of the buyer.2. Quotes are converted to the RFQ currency for quote review.2. 1.1 What are the Unlock Date and the Unseal Date? The Unlock Date is the date when the buyer unlocks the closed RFQ to view the received quotes. Page 30/209 . This allows you to create your multi-line RFQ quickly.3 Can I cancel or retract my quote? No.2. In a Multi-Attribute Weighted Scoring RFQ.3. The Unseal Date is the date when the buyer unseals the unlocked RFQ allowing the suppliers to view the quotes as well.2 Can I submit multiple quotes per round? If allowed by the quote controls. Suppliers can choose the Quote currency in which they will place their quotes.5 What is the most efficient way to create an RFQ with several line items? You can use the spreadsheet functionality to create an RFQ with several items. It is the RFQ buyer's reference and review currency. you can upload items using a spreadsheet. 1.3.2. The system validates the data.3 Frequently Asked Questions: RFQs 1. Quote Currencies Additional currencies in which quotes will be accepted.

9 Is an RFQ always blind or sealed and why? An RFQ is always either blind or sealed. 1. 1.11 Can I invite additional suppliers to subsequent rounds of an RFQ? Yes. 1.2. This is one of the feature of RFQs and mirrors the general off-line behavior of this negotiation model. 1.6 What is the most efficient way to quote on many line items in an RFQ? If an RFQ consists of many line items. the Promise Date is required only if the RFQ uses multi-attribute weighted scoring and Promise Date is one of the scored attributes.3.3.2.3. you can enter the address in the Additional Contact Email field during negotiation creation. When Promise Date is an optional response. you can invite additional suppliers by using the same process employed during the initial RFQ creation. You can invite suppliers by selecting them from the supplier master list. When creating additional rounds for an RFQ.Oracle Sourcing Help 1. An automatic invitation will be sent to each invited supplier.3. During the upload.2. In an RFQ whose outcome is a blanket purchase agreement.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.7 How can I view the quote values for all the price elements of an RFQ item? You can view the quote values for an item's price elements from the Negotiations Summary page. In all other cases. Once the supplier has provided you the email address. Page 31/209 . the Promise Date is optional. you can enter a Promise Date to differentiate your response from other competing responses.3. spreadsheet items are validated to ensure the integrity of the submitted quote.3. Suppliers complete the quoting process by uploading the spread sheet back to the system.2. Promise Date is an required field. and why would I enter one? In an RFQ whose outcome is a standard purchase order.2. completing multiple item attributes. Downloading the RFQ contents allows suppliers to quickly respond. the most efficient way for a supplier to quote is to use a spreadsheet to download the contents of the RFQ and prepare the quotes offline. 1. See How do I invite suppliers to my RFQ or auction? for details on identifying contacts.8 What is the Promise Date.2.

13 Why can't I see the graphical monitor in a sealed RFQ? While an RFQ is sealed. Select Start New Round from the Action Menu. you can modify the following: Title Style Ranking method Rank indicator Preview Date/Time Open Date/Time Close Date/Time Award Date/Time Collaboration team information Item information Invitation List Notes and attachments Page 32/209 .3.14 Can I close my RFQ earlier than the original close time? If you select the Early Close option when specifying quote controls. 1.2. you can see how many quotes are being placed. you can manually close your RFQ earlier than the original close date/time.3.2.2.Oracle Sourcing Help 1.2. you can start another round of quoting. select Close Early from the Action menu to close the RFQ. 2.3. 3. none of the details are available for viewing by any suppliers. Once the buyer has unlocked and unsealed the quotes. 1.12 In a sealed RFQ. you cannot see either the name of the respondent or the details of the bid until you unlock the RFQ. however. 1. Use the negotiation number in the Search Negotiations fields on the Negotiations Home page to access the negotiation.3. On the Start New Round page.15 How do I start another round of quoting in an RFQ? Once an RFQ has been closed. On the Negotiations Summary page. 1. can I see who is bidding? In a sealed RFQ. you can use the Graphical Monitor to view quotes.

4 Getting Started with Auctions Getting Started with Auctions Auctions offer complete. such as office furniture or memory chips. 2.16 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 1.2. Responding to the auction (See Section 5. Bidders participate in the auction by viewing the Page 33/209 .2. the business terms and conditions and intended bidders.1. Prices are established based on actual supply and demand at the time the auction is transacted. although the close time can be extended manually or automatically based on last minute bids. Negotiations allows buyers to establish either public or private auctions to meet the specific needs of buyers. flexible auction capabilities to buyers so they can efficiently obtain the best possible price for goods and services.1. Auctions are typically focused on creating competition between bidders. Auctions enable buyers to solicit bids for goods and services that are clearly defined. Auctions last for a set period of time.3. typically a matter of a few days.3 “How do I respond to a negotiation”). quantity and item-specific attributes.1 “How do I create a new negotiation”). Auctions allow real-time interaction to drive dynamic prices based on information that extends beyond price to include lead times.Oracle Sourcing Help 1. Creating the auction (See Section 2.The buyer defines the auction and includes all the auction item information. Because most auctions are open for short periods of time. the bidding process moves quickly which results in increased competition. Steps in the auction process include: 1.1.

3 “How do I create and edit negotiation templates”). Attribute based bidding (See Section 5.1. and how do I use them”).11 “What are response controls”).5.1.7 “What are price breaks. bid quantity.1. Price breaks (See Section 2.2. Evaluating and awarding bids (See Section 2. 4. bidders can view competitive bids during the auction. If permitted by the auction rules.4.12 “What is power bid”).2 “Glossary”).2.4.3.4 “How do I award business in an RFQ or auction”).3.1.1.6 “Why are some RFQs and auctions associated with a sourcing event”).1.5 “How do I use price elements”). Manual extend (See Section 2.1.7 “What are reusable price elements and how do I create them”).4. Price elements (See Section 2.11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2. Power bidding (See Section 5. bidders are immediately notified of the auction results via online notifications.1. Auction features include: Auction templates (See Section 2. 3.15 “How do I close a negotiation before its scheduled close date and time”).2 “How do I monitor the negotiations I have created”). Autoextend feature (See Section 2. Proxy bidding (See Section 5. Sourcing Events (See Appendix 7.1.2.The buyer and all other participants can monitor the real-time activity during the auction and take action as necessary.1 “How do I create an attribute list”). Capture Total Cost (See Appendix 7.8 “How do I use item attributes and price elements when responding to a negotiation”).10 “What is proxy bidding and how does it work”).11 “What are response controls”). Monitoring the bid responses (See Section 2.4 “How do I create and edit a reusable invitation list”). Page 34/209 .1. bid attribute value(s). blind or sealed (See Section 6.1. Reusable invitation lists (See Section 2. Reusable attribute lists (See Appendix 7. Multiple Auction styles: open. Once the auction is completed.Oracle Sourcing Help auction items and submitting bids online. The buyer analyzes the bids and awards the auction based on the price. Minimum Bid Decrement/Increment (See Section 2.

(5.9 “How do I disqualify responses I receive for an RFI.Oracle Sourcing Help Canceling auctions (See Section 2. or auction”).4.5.5.4.4.5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Notes and attachments (See Section 6. Graphic Auction Monitor (See Appendix 7.1. Online or offline awarding capability (spreadsheet awarding).2 “Glossary”). RFQ. Bid comparison (See Section 2.13 “How do I download a spreadsheet and respond offline”). Purchase order generation Real-time status updates Bidding online (See Section 5.6 “How do I submit a response online”) and offline (spreadsheet bidding).1.2 “How do I monitor the negotiations I have created”).5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”).4 “How do I award business in an RFQ or auction”).1.16 “How do I cancel a negotiation”) and Disqualifying bid (2. Page 35/209 . (See Section 2.4 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”).1. Monitoring bid activity (See Section 2. Integration with Oracle Purchasing (See Section 2.

All registered users in a company can bid on the same auction. 1. The target price is the price you hope to pay for one unit of an item. 1.5. The start price is the maximum price in a RFQ or auction at which bidding (or quoting) for one unit of the the item will start. and 3.5.5. Note: Two people from the same cannot quote in the same RFQ.1 What are the different auction styles? The buyer can choose from three types of auctions: Open: everyone can see the bid content. provided that: 1.5. Page 36/209 .5. you can optionally set a bid start price (quote start price for an RFQ) and target price for every item in the RFQ or auction.5 Frequently Asked Questions: Auctions 1. Blind: Only the buyer can see the bid content Sealed: Neither the buyer nor the suppliers can see the bid content until the auction closes.2.Oracle Sourcing Help 1.2 What is the difference between Quote/Bid start price and target price? When creating a new RFQ or auction. They have the appropriate function security (See Section 6. links.3 Why isn't there a target price for every item? Target price is an optional value. Buyers are not required to designate a target price for every item. The auction to which they are responding is not owned by their company 2.6 Can two people from the same company bid on the same auction? Yes. The buyer can see the bids once the auction is unlocked. The buyer can also choose to display the target price to the bidders for reference.2. or task bar options”). buttons. 1.4 What is the target price used for? The target price is mainly used for internal performance analysis for the buyer. 1.5.2.1. someone else at your company can award an auction created by you. 1.2.2. Everyone can see the bid content once the auction is unsealed.4 “Why can't I access some pages. The bid controls for this auction allow multiple bids per round . You can elect to display the target price to participants.2.5 Can someone in my company award an auction that I create? If granted the appropriate authorization. but only the buyer can see the identity of the bidder.2.

none of the previous responses submitted are available for awarding. that supplier receives an e-mail notification about your RFQ/auction.2.1. RFQ. Page 37/209 .13 “How do I invite suppliers to participate in my negotiation”) to participate.9 How do I initiate a new round of quoting or bidding? After your RFI.5.2. can they view each other's bid details? Depending on the auction style. However.5. or auction has closed. After you initiate a new round of responding.8 If my RFQ/auction is open to all suppliers.5.2. and your RFQ/auction appears in that supplier's "Open Invitations" list of invitations. 1. 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.Oracle Sourcing Help 1.1. 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. When you invite a supplier (See Section 2.7 When two respondents from the same company place bids. you can initiate a new round of responding if you set the controls to allow multiple rounds of responses (RFQs always permit multiple rounds of quoting). why would I invite suppliers to participate? For a public RFQ/auction.

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

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

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

2. The response is at the company level.A bidder must submit a single. 1.2. the bidder can only view the resulting Price to Total Score for a bid. once one user at a company responds.5. 1. AutoExtend extends the duration automatically if new bids are received in the closing minutes of the auction. You can specify whether the auction is extended from the original close time or from the time when the winning bid has been received. a company can place one bid in each round when being invited to that round Page 41/209 . For example. When the buyer hides scores/weights.15 How do two bids with the same score get ranked if the prices are the same? The earliest bid gets a higher rank. best bid" is selected for a multi-round auction. You can also define the total number of auto extensions and the extension period.5. the bidder can contact the buyer and ask to have the bid disqualified.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.16 What is a Single Best Bid? A Single Best Bid is a response to an auction that allows only one bid per company.13 Why are display-only attributes not visible in the Bid Compare page? Display only attributes are used to convey information to bidders.Oracle Sourcing Help 1. 1.5. Bid disqualification.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. You can also specify if the autoextend is for the entire auction or particular line items.2. no other user at the same company can bid.5. Bidders cannot respond to display only attributes so there is no value for comparison. however. 1.2. that is.11 Can a bidder retract a bid? If a bidder has submitted. 1.2. is up to the discretion of the buyer.5. When the bid control "No . if Bidder B bids triggering a proxy bid for Bidder A and the resulting bid results in the same Price to Total Score ration.5. Manual Extend allows you to manually extend your auction close date/time before the auction closes. Bidder B receives the higher rank because the proxy bid was created by the system after Bidder B's bid.2.

Power bid is not available for any auction items having price elements. Therefore if you are bidding in a Multi-Attribute Weighted Scoring auction. and the bids must be submitted quickly. the bidding automatically stops. Once you have placed a proxy bid.5. This allows you to streamline the rebidding process when you have bid on several items in the same auction. Comment Proxy Bid Power Bid Feature Use Repeated automatic bidding. or near the end of an auction period when there may be a time constraint. This is a very useful feature when your goal is to win all auction items. you can revise bids for all items on which you have previously bid by a specified percentage. for each item. you cannot update attribute responses to better your score although proxy bid will rebid to better a price.2. When you use Power Bid. The system Speeds up the bidding process rebids until proxy is by simultaneously updating the canceled or minimum bid prices for all bid items. all of the bids in an auction will be decreased by the percentage specified.Oracle Sourcing Help 1. Proxy bidding is not available for any auction item that has price elements. as well as the limit price. Once the limit price is reached. When the bid reaches the Proxy Bid Minimum. or Proxy Bid Minimum.17 What is the difference between Proxy and Power Bidding? Proxy Bid You can define price parameters that allow the system to automatically rebid on your behalf. value is reached No Percentage Automatically updated Yes Unit of update Currency value Multiple times until Number of updates per canceled or the minimum Once setup price is reached Affect of price elements Not available for items Not available in auctions with price elements containing price elements Page 42/209 . you cannot change any bid information (including responses to item attributes) until the Proxy Bid Minimum is reached unless you cancel the proxy. Power Bid When rebidding. you can set new Proxy bid parameters or bid manually. You can setup the Proxy Bid Decrement for an auction.

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. To avoid these situations.Oracle Sourcing Help 1.19 Can a bidder see the names of the other bidders? Bidders cannot see other bidders' identities.5. Supplier A's proxy is triggered to place a new bid of USD 84. you may need to closely monitor Multi-Attribute Weighted Scoring auctions which also use proxy bidding.5.00. a proxy bid decrement of USD10.00 and a proxy minimum of USD 75. Supplier A's proxy is not triggered. Supplier A's proxy will only be triggered again if there is a bid with a price lower then USD 84. but since Supplier B's bid price is still higher than Supplier A's bid price. And since Supplier A's proxy minimum (75. Supplier B then bids USD 94. Supplier A places a bid of USD 95. Supplier B then places another bid of USD 92.00. Page 43/209 . Since Supplier B's bid price is less than Supplier A's bid price.00. Supplier B's bid is the winning bid even though the bid price is higher.00 with a score of 100 for the same item. since proxy bids are generated based only on the price of the competing bid. 1. For example.2. not just the bid price. Now Supplier B's bid (92/100) is better than Supplier A's bid (84/90). he cannot modify any attribute responses to try to improve his score.00) has not yet been reached. This bid (84/90) is now the winning bid. Supplier identities are never revealed to other bidders. a bid can be beaten based on the Price to Total Score ratio without triggering a new proxy bid.00 with a score of 90 for the item. However.00. This bid (94/100) is better than Supplier A's bid (95/90). You may need to cancel the proxy bidding process to redefine attribute information to improve your price to total score ration.2. Therefore.

RFQ. 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 save time by copying an existing RFI/RFQ/Auction. At the conclusion of the RFI cycle.7 “What are contract terms and conditions. Therefore. 2. Help for Sourcing Buyers 2. Enter Negotiation Lines (See Section 2. Define Your Response Controls (See Section 2.1.1.1.1.1. and how do I use them in my negotiation”) Invite Your Suppliers (See Section 2. You can also create new negotiations quickly by applying a negotiation template.1.Oracle Sourcing Help 2.1 Creating Negotiations 2. RFQs. the information contained in the RFI can be copied into an RFQ or buyer's auction.9 “How do I add lines to a negotiation”). o If you have previously created an RFI.1. or auction.1 Creating RFIs.1.13 “How do I invite suppliers to participate in my negotiation”).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.11 “What are response controls”) Enter Your Terms and Conditions (If Oracle Procurement Contracts is bought and licensed) (See Section 2. and Buyer's Auctions 2.1. and buyer's auctions). This allows you to return to the creation process at a later time or have multiple people working on the same negotiation.1. Page 44/209 .1 How do I create a new negotiation? Use the instructions on this page to create Sourcing negotiations (RFIs. You can create a negotiation and save it as a draft before submitting it.1.6 “What information must I provide to create my negotiation header”).1.2 How do I create a new Request for Information (RFI)? RFI's are used to qualify suppliers and their goods and services for subsequent procurement activities.4. 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.

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

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

one-step access to your most commonly performed Oracle Sourcing tasks. Requisition information in Oracle Purchasing can come from any of several locations such as: Oracle iProcurement Oracle Purchasing Using AutoCreate AutoCreate allows you to select requisitions stored in Oracle Purchasing to create a Buyer's Auction or Sourcing RFQ.1.1. AutoCreate uses the requisition information to create a Buyer's Auction or Sourcing RFQ. you can search for requisitions according to different attributes such as item or category and include them in a single document.4 How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents? If your Oracle Sourcing system is integrated with Oracle Purchasing.1. The links are organized by task and negotiation type so you can find the link for the task you wish to perform. You can use this number to access the document in Oracle Sourcing and to Page 47/209 .3 How do I use Quick Links? The Quick Links section of the Negotiations Home page provides easy. The backing requisition information is carried over from Oracle Purchasing and used throughout the creation process. Once you have identified the requisitions in which you are interested. Simply clicking the link takes you to the page where you initiate the operation. When using AutoCreate.Oracle Sourcing Help 2.1. The table below shows some of the operations available Sourcing Buyers and Sourcing Suppliers by using Quick Links. The AutoCreated document is assigned a document number. you can use requisition information in Oracle Purchasing to create a draft sourcing document that you can then access and edit. 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.

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

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

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

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

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

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

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

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

3. select the exchange rate type. Select the checkbox to display the exchange rates if you want to allow respondents to see your response currency exchange rates.09 meaning . You can use predefined exchange rates (Corporate Exchange Rate) or specify your own exchange rates (User Specified Rate). Select the response currency. Select the appropriate type for your negotiation. 2. If the precision for the response currency is greater than the precision for the negotiation currency. To use predefined exchange rates: 1. Select the response currency you will accept. On the Header: Manage Response Currencies page. click Apply.8 How do I restrict a supplier to a particular currency? If you allow multiple response currencies for your negotiation.1.09 kroner to one dollar. 4. 6. Page 56/209 . The description field explains the code. continue creating your negotiation.Oracle Sourcing Help 2. Enter the date for which you wish to use this set of exchange rates. 3. For example. You assign currencies to specific suppliers when you invite the suppliers to your negotiation. 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 . To define your own exchange rates 1. you can choose to restrict specific suppliers to particular response currencies. Select the User Specified Rate type. To restrict a supplier to a particular currency: 1. 2. select a response currency for each supplier. When you have finished defining currency information. Define the exchange rate by entering the number of response currency units that equal one unit of the negotiation currency. Specify the price precision for the currency. 2. 5. The system may contain several different exchange rate types. After you have selected your suppliers in Step 5. Otherwise click Add Another Row and continue defining currencies and exchange rates. The system's response currency codes are available from the drop down menu. If you are finished defining alternate currencies. The page redisplays.1. the system will round when converting responses into the negotiation currency.

3. 2. the supplier can only submit a response in either that currency or the negotiation currency. provide the following information. 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. If you wish to score and weight your lines. Line ranking is not performed in RFIs.Oracle Sourcing Help o If you accept the default. to a multi-currency negotiation. Any. select Multi-Attribute Scoring as the Ranking type. the follow-up bid must be in the same currency as the initial response. On the Lines: Create Line page. Your other option is to load the line information using spreadsheet upload. or edit a draft negotiation. From the navigation bar in the top left corner. accept the default value of Online from the Add Line drop down menu. that response currency is available to that supplier alone. You can enter lines online or bulk load lines from a spreadsheet. Click Go.1.9 How do I add lines to a negotiation? When you create a new negotiation. 3. Continue creating your negotiation. To add a line using the online system.1. Select a price precision for the response currency. each in a different currency. No other suppliers may respond in that currency unless you also associate that response currency with them." To add lines online: 1. However. The new price precision applies only to the suppliers to whom you assign it. you must identify the goods or services you want to purchase or for which you want quotes. If the response currency you select for a supplier is not on your currency list." enter an exchange rate for the response currency you selected in the previous step. 2. 4. If you select a specific response currency for a supplier. select how the line will be ranked. o o o 2. On the Create: Lines page. If you selected User Specified Rate in "Step 2: Defining Business Terms and Conditions. click "Lines. if a user submits a rebid. Multiple users in a supplier's organization can submit several initial bids. and how the line will be added and click Go. The spreadsheet is useful if you are adding a large number of lines. how the ranking will be displayed. *Indicates a required field : Page 57/209 .

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

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

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

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

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

You can include services-related lines with regular amount-based and goods-based lines. To define a temporary labor. From the Add Line menu on the Create Lines page. Create attributes as needed to solicit additional information for this line. The Description. Job Details.Oracle Sourcing Help 2. 2. Finally. fixed-rate line type. make sure you select a temporary labor. Specify how price differentials are to be used within the negotiation (for example. 4. Page 63/209 . and specify the differential associated with this price type. rate-based line type. Follow steps 1 and 2 above. Unit of Measure and Category will default according to the Job you select. On the Lines: Create Line page. 9. Search and select a Job from the Job menu. If you need to specify price breaks. select Online to continuing entering your line description online. Enter your price breaks including Price Differentials. 2. 7. and then click Go. Finally. 4. Job Details. 3. or click Load from Spreadsheet to upload a previously completed spreadsheet file containing all the line information On the Lines: Create Line page. if appropriate. Create attributes as needed to solicit any additional information for this line. vacation). Continue defining the remainder of the negotiation. Also. and click Go. Enter values in your price fields if necessary. To define a temporary labor. click Select Price Break Settings and ensure it is not set to None.1. For temporary labor line types. 10. and Category will default according to the Job you select. add any notes or attachments to the supplier. Continue defining the remainder of the negotiation. 8. 11. The Description. ensure that you choose Blanket Purchase Agreement as the negotiation outcome for temporary labor line types. rate-based line: 1. make sure you select the Global Agreement checkbox. General services fixed-price lines use a negotiation outcome of standard purchase order. 6. add notes or attachments to the supplier. 6.1. Search and select a job from the Job menu. make sure you select a temporary labor.10 How do I define services related lines? Services related line types allow you to negotiate on labor contracts. is a response to the price differential required) Select the price type (for example. 3. fixed-price line: 1. 5. 5.

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

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

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

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

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

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

Amendments can be created anytime after the preview date/time (or open date/time. To create an amendment to a sourcing document: 1. On the Create Amendment: Lines page. The supplier user receives an email notification with the negotiation invitation and a link to access the user registration page.. Your invitees will receive email notifications inviting them to participate once the negotiation is successfully submitted. On the negotiations summary page. use the active negotiation's negotiation summary page. the user can participate in negotiations. 1. select which contact you wish to notify about this negotiation from the Contact menu. if no preview date/time was specified) and before the close date/time. 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. Once the registration request has been approved. or updates to line information if necessary. 2. 4.1. On the Create Amendment Header page. for example. deletions. Notice that the negotiation number has now been given a suffix. you must enter a new Description for the amendment and make any other header level attribute changes you need. To invite new suppliers. If Oracle Procurement Contracts is implemented. If the contact is unregistered. if you know the e-mail addresses of any other contacts at the company (including possibly a distribution list).. 12345. a notification is sent to invite the contact to register and participate in the negotiation. Page 70/209 . You go to the Create Header page. This update is called an amendment. you can enter it in the Additional Contact Email field. these can be changed on the Create Amendment: Contract Terms page. select Create Amendment from the Actions menu. The system sends notifications to the invited suppliers providing them details of the negotiation. This suffix is incremented every time you create a new amendment for this document. the buyer can update information defined in the document if necessary. 2. Note: You can also invite additional suppliers while the negotiation is in progress. 6.. You cannot add or delete suppliers on the Create Amendment Suppliers page during an amendment.1. 3.Oracle Sourcing Help If there are multiple contacts for each site. enter any line changes. 5.14 How do I create an amendment to a negotiation? After publishing a negotiation. and there are clauses and deliverables defined to this negotiation. additions. Additionally. Change the negotiation rules on the Create Amendment: Controls page if necessary.

click Apply Template. 2. RFQ. Search for and select the template you want to apply.2.2 Templates.1.1. Draft amendments are available on the Negotiations Home page if you click Drafts in the Manage Quick Links section. The buyer can define unique line attributes. You can review the new changes compared to the current active negotiation by clicking Review. edit. and delivery. Page 71/209 . These attributes may either require a response or no require a response from the supplier.1. To use a sourcing document template: 1.1 How do I use negotiation templates? You can use a document template of a specific type (RFI. You can add to. you can submit the amendment for approval by clicking Submit for Approval on the review page. the Submit button changes to Publish. the buyer can score attribute values to indicate the relative preferability of different responses. 2. but also to other features and performance characteristics of each line. quality. Approvers will receive notification that they need to approve the amendment. or delete any of the negotiation information provided by the template by proceeding through the steps of creating a negotiation. You can save the amendment as a draft at anytime during the creation process if you click Save Draft. or auction) to create a new document of the same type.2. Once you click Publish. All suppliers will be required to acknowledge the amendment and resubmit their responses to be eligible for award. If you have approvers identified on the Collaboration Team on the Create Header page. select the template and click Apply to create a new negotiation with this template. 2. no new responses can be received on the previous negotiation. Spreadsheets and Lists 2. When creating a negotiation. On the results display. and how do I use them? Line attributes enable a buyer to define multiple line-specific attributes. 4. 3. allowing respondents not only to respond to the price. Click the appropriate link under the Create area of Quick Links on the Negotiations Home page. Once approved (or if approval is not required). Line attributes can then also be weighted to indicate the relative importance of a single attribute among the other weighted attributes.2 What are line attributes and attribute lists. On the Create: Header page.Oracle Sourcing Help 7. See How do I create and edit negotiation templates? for instructions on creating negotiation templates. 8.

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

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

To edit an invitation list you have created: 1. Click "Invitation" under the Reusable Lists area of Quick Lists on the Negotiations Home page. 4. The value specified in the spreadsheet. 7. you can add an entry for each site for that supplier if you choose. click "Add Suppliers" again and follow the perceiving instructions." then search for suppliers to add to your invitation list.5 What happens to the item category when I create a negotiation by applying a template and using spreadsheet upload? A buyer can apply a predefined template to the RFQ or auction in creation Step 1 and then use the item creation by spreadsheet capability to upload details on multiple items in Step 3. 3. Click "Add Suppliers. If you wish to add more suppliers to your list. 5. any attributes/price elements defined for the template are added to any attributes/price elements you define via the spreadsheet. click Apply. and access as appropriate. If you are have the Manage Invitation Lists job function. When you have finished adding suppliers.Oracle Sourcing Help Sourcing Super Users or users with the Manage Invitation Lists job function can create. 4. 8. For a supplier with multiple sites. then click Edit. When you are finished. Select the supplier(s) and click Add to Invitation List.2. the system uses the following hierarchy to determine which category value to use: 1. you can edit public lists. find your list. You can also add or delete suppliers. The value defined for the RFQ/Auction template. edit. 5. 2. Page 74/209 . 2. 2. and manage public invitation lists.1.2. If the supplier you selected has multiple sites defined in the system. status. If the template and spreadsheet have conflicting category values.6 What happens to the attributes/price elements when I create a negotiation by applying a template and using spreadsheet upload? When you create an RFQ or auction by applying a template and then use the spreadsheet upload feature to add your items. you can choose a specific supplier site to associate with this list (Supplier Site is another term for Address Name). On the search results page. On the Edit Invitation List page.1. or 2. including change the access and status. update your list description. 6. Search for the list you wish to update. click Submit.

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

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 .

Page 77/209

Oracle Sourcing Help

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

Oracle Sourcing Help

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

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

and Response 2 would be designated as the best response even though the bid price for Response 2 is higher. 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.Oracle Sourcing Help Quantity Quantity Need-by Date Need-by Date Need-by Date Color Color < 1000 > 1001 < 31/10/2002 01/11/2002 . the price to total score ratios for the following two possible responses are calculated as shown.62 Response 2: Attribute Quantity Need-by Date Color Response Value 1200 05/01/2002 Red Page 80/209 .

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

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

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

Buyers can specify when they create the negotiation how much they anticipate paying for these additional costs. Once you have created a price element list. or discrete costs such as shipping fees. for example. 2. click Equalize Weights. To create a new price element list: 1. the supplier's response values for fixed-amount type price elements cannot be converted to a unit price. Or you might create a list that identifies additional services such as consulting or training that will be required by a particular negotiation item. 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. This is because in the absence of a line response quantity. Click the Price Element link under Reusable Lists on the Quick Links section of the Negotiations Home page. which is required to compute a total unit price.3.1. You can create new price element lists or edit existing lists. Note: If the negotiation outcome is a blanket purchase agreement.3. If there are an odd number of attributes. you might create a price element list identifying normally expected transportation costs. 2. freight charges or import duty fees. These costs can then be negotiated between a buyer and supplier just like the item price.Oracle Sourcing Help o To set the weights for all attributes equally. Take into account any additional costs or charges when considering outsourcing a project. Identify hidden activities or "cost drivers" to facilitate improved analysis and decision-making. Such costs could include services such as training or consulting. the supplier's response prices to the price elements will not be rolled up into the line total price. Page 84/209 . the system will assign weights as equally as possible.6 What are Reusable Price Element Lists. Support supply chain operations more efficiently by recognizing and analyzing how one organization's performance and costs affect another organization. For example. you can apply that price element list to any negotiations (RFQs or auctions) containing items to which those price elements are applicable.1.5 How do I use price elements? Price elements allow a buyer to identify additional costs associated with a particular negotiation line. You must be assigned the Create Reusable Price Element Lists job function to create these lists. Price elements allow you to: Identify suppliers with the lowest total cost per line not just the lowest item price.

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

When you have finished making your changes. For example. you can o o o update the description for the price element list. search and select the list you want to edit. you can define as many price breaks as are appropriate.) 3. The name of any price element defined to the list. (This returns all price element lists using that price element. and how do I use them? Price breaks allow you to negotiate line prices with your supplier based on characteristics of your order. or select the price element list and click Edit. You specify 20$ as your start or base price. Page 86/209 . To edit the list. The search results display any price element lists matching your search criteria. you receive the responses shown in the table below. 2.3. you may expect to receive a discount from your supplier if you buy a large quantity of units. If any price elements are inactive. Your suppliers respond to your negotiation specifying their responses to your price breaks. 2. You can search for a particular price list by : o o o o The list name. you receive an error message. and you may specify several quantity levels and the prices you are willing to pay at each. The second offers a price of $18 a unit if purchasing over 500. Or you may be willing to pay more per unit if your supplier can ship the order to a special location. click Go. Active or Inactive). The first few words of the list description. The first offers a price of 19$ per unit if buying more than 100. When you have entered the search data. Click the Price Element link under Reusable Lists on the Quick Links section of the Negotiations Home page. For each (non-amount-based) line in your negotiation. click Apply. 5. Example: Assume you are purchasing PC keyboards.Oracle Sourcing Help To edit a price list: 1. On the Edit Price Element List page. or by a certain deadline. you can either click the price element list name link. add or delete price elements from the list. You then set up two quantity-based price breaks.1.7 What are price breaks. 6. 4. 7. The new list is validated. The list status (Any. On the Price Element Lists page. For these price breaks. You can then enter different assumptions into the system and have it calculate which response is the best. change the price element list status.

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

Select Required to force to supplier to respond to the price breaks you define.Oracle Sourcing Help 3. and 2) the details that a participant should provide when responding to that item. you can offer a particular target price. otherwise select optional. Also select either Cumulate or Non-Cumulative. Page 88/209 . 2. 4. price. you can have the system evaluate the supplier responses based on scenario information you enter. Once you have defined all your price breaks. For example. you will not be able to negotiate on effective dates. 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. click Apply. 5.1. For example. Item attributes define 1) unique specifications that you set for an item. To analyze price break information: 1. Define your price breaks. On the table of negotiations. click the response number link. and your supplier(s) have responded with quotes. 3. 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. Analyzing Price Breaks Once you have defined your price break expectations. Select the negotiation line. For each price break criterion.1 What are some negotiations strategies I can use? When creating a negotiation. You can define as many price breaks as are needed to fully define your pricing structure. 5. Search for the negotiation you're interested in. Ship-To address/organization.4. you could enter different order quantities and see which supplier response is the best for a certain quantity. You can set breaks by unit quantity. Click Add Another Row to define additional price breaks.1.4 Additional Creation Topics 2. If you select None. click Analyze by Line from the Actions menus and click Go. On the negotiations summary page. and effective dates (available for non-cumulative price breaks only). you will not be able to enter price breaks. 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. you could define multiple price breaks based only on order quantity. 4. If you select Non-Cumulative. 2. and click Analyze Price Breaks.

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

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

or promise date 2. you first create an event. Click "Event" under the Create area of Quick Links on the Negotiations Home page. You can continue associating negotiations with the event until its inactive date is reached. 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. 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. delivery location. You can continue to associate negotiations with the event until the event's inactive date is reached. and an inactive date. On the Create Event page. You may want to create a sourcing event if you need to monitor several related negotiations as a group rather than individually. 4.4. To manage a sourcing event: 1.Oracle Sourcing Help Using price elements Price elements identify additional item costs beyond just price. To see the negotiations associated with the event. To use events. description. enter a title. Your event is opened as soon as it is created. click Cancel. similar negotiations. Click OK. You can then start associating negotiations with it. Once the event is created. To see event details. Page 91/209 . You have the choice of canceling only the event or canceling the event and all negotiations associated with it as well. To create a sourcing event: 1. click the event number link. 2." Note that any draft negotiations associated with this event are not shown. Such costs could include service related costs such as training or consulting services. 3. You may also want to create an event if you want to encourage respondents to participate in multiple.1. select the event and click "View Negotiations. This takes you to the Manage Events page.2 What is a sourcing event? A sourcing event is group of related negotiations. you can associate negotiations with the event while creating the negotiation on the Create Header page. 2. 3. To cancel an event.

If you are assigned the Manage Sourcing Document Templates job function. or any other users in your organization. This can help you standardize your business practice as well as speed up the negotiation creation process. Using document templates If many of the negotiations you create contain the same features. you simply open the template and add to or edit details of the template as necessary. Using Reusable Attribute Lists Attribute lists can streamline the document creation process while providing standardization for negotiation items.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. 2.4. you can also create and manage public templates in addition to your private ones. you can create and manage public Reusable Attribute Lists. To modify an event's information click Edit. If you are assigned the Manage Attribute List job function. The public document templates will be available for every Sourcing buyer at your company. terms and conditions. The public lists will be available for Sourcing buyers at your company. When you create a document using a template. Your template will contain the features that are similar among the negotiations you commonly create. You can also move an inactive date backward although not prior to the current date/time. you may want to create a template that you can use each time you create a sourcing document.Oracle Sourcing Help 5. you can modify the description and inactive date. Using Reusable Invitation Lists You can create Reusable Invitation Lists containing names of suppliers who you frequently invite to your negotiations. Note that you can move the inactive date forward in time to extend an event. On the Edit Event page. and invitation list are copied into a new document which you can edit if necessary. An attribute list is a grouping of attributes that are commonly used together to describe a good or service.1. Using spreadsheets Page 92/209 . If you are assigned the Manage Invitation List job function. have previously created. item information. in addition to your private ones. The details of the document such as the controls. Invitation lists can be shared across the company. This allows you to standardize business practices and save time. you can create attribute lists for use by all Sourcing buyers at your company.

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

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

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

click Review. you can define your next deliverable. 5. To copy an existing negotiation: 1. then click Submit for Approval if approvers are specified for this negotiation. 2. Page 96/209 .Oracle Sourcing Help 6. You can click the negotiation number to see details about the negotiation. or auction). and how do I use them in my negotiation? If Oracle Procurement Contracts is installed and licensed. click the Copy icon at the right of the page. and deliverables are available if Oracle Procurement Contracts is implemented). 3. Once the page refreshes. To apply contract terms to your sourcing document: 1. RFQ. otherwise click Publish to open it for responding.7 What are contract terms and conditions. Verify your negotiation information. 2. This includes any contract clauses or deliverables (terms. Note that you will have to specify new Open Date and Close Date values 6. 2. You need the Contracts Terms Library Administrator responsibility to create and maintain clauses and contract templates in the Contract Terms Library. click Apply. Using contract terms is an easy way to create and maintain standardized contract text which can be customized as needed. click Contract Terms in the navigation bar at the top left side of the page. conditions. you can click Apply and Create Another.4. Edit your new negotiation by continuing through the creation steps. You need the Manage Contract Terms responsibility to create and maintain contract terms on negotiation documents.1. Note that most of the information you defined previously is carried forward into the copy.1. Once you have found the negotiation you are interested in. Click "Copy" under the Create section of Quick Links on the Negotiations Home page. When you have finished creating your new negotiation. You can copy an existing document to create a new document of the same type (RFI. Search for the negotiation you want to copy. you can create contract terms and apply them to your negotiation. If there are multiple deliverables to define. 4.6 How do I copy a sourcing document? You can copy sourcing documents that you or any other users in your organization have created. Clicking Copy places you on a new Create Header page with the existing information inserted.4. On the Create Negotiation page. After you have finished defining your deliverable. You can use contract terms to specify legal and other requirements for your negotiation.

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

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

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

selected members can be assigned specific tasks which they must complete. meaning they can view but not update the document throughout its lifecycle. 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. Hierarchy The document can be viewed only by the creator. This is in contrast to a regular blanket purchase agreement which can exist only within the realm of a single operating unit. and how do I use them? Global agreements allow buying organizations to negotiate pricing and define agreements on behalf of a shared central environment.4.13 What are global agreements. when the target date is. There are three possible security levels a buyer can select: Public The document can be viewed by any other buyers in the buying organization. Execution against global agreements can be performed by multiple local operating units. 2. Other members can be selected as approvers of the document. See How do collaboration teams work? for more information on collaboration teams. and the Security Hierarchy members defined in Oracle Purchasing for that document type. For example. members of the document collaboration team (if any).1. some collaborators can be defined as having read-only access. Private The document can be viewed only by the creator. and if so. and members of the document collaboration team (if any). Also. the creator's manager. Global agreements: Page 100/209 .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. All members identified as approvers must approve the final version before the document can be published. 2.Oracle Sourcing Help If that member has been assigned a task. the creator's manager.

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

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

Specify how price differentials are to be used within the negotiation (for example. Search and select a job from the Job menu. Select the price type (for example. rate-based line type. if appropriate. . Enter values in your price fields if necessary. vacation). Fixed-price services such as corporate accounting services. The charge for this type of service is based on hourly rates per person. click Select Price Break Settings and ensure it is not set to None. 6. Fixed-price temporary labor such as contractors. Page 103/209 . ensure that you choose Blanket Purchase Agreement as the negotiation outcome for temporary labor line types. 4. is a response to the price differential required) 7. General services fixed-price lines use a negotiation outcome of standard purchase order. Also.3 How do I define services related lines? Services related line types allow you to negotiate on labor contracts.Oracle Sourcing Help 2. 3.2 What kind of services can I negotiate for? If Oracle Services Procurement is installed and licensed. 9. 5. temporary administrators.2. If you need to specify price breaks. For temporary labor line types. and specify the differential associated with this price type. make sure you select the Global Agreement checkbox. Enter your price breaks including Price Differentials. The charge for this type of service is based on a flat amount for the service provided. To define a temporary labor.2. Create attributes as needed to solicit additional information for this line. Unit of Measure and Category will default according to the Job you select. rate-based line: 1. You can negotiate for: Rate-based temporary labor such as office clerical work or a database administrator who charges by unit of time and has higher rates on the weekend. There is a fixed amount limit attached to the service. select Online to continuing entering your line description online. you can create documents that negotiate for many different types of services. You can include services-related lines with regular amount-based and goods-based lines. The Description. or click Load from Spreadsheet to upload a previously completed spreadsheet file containing all the line information 2. 2. On the Lines: Create Line page. make sure you select a temporary labor. and click Go. maintenance services. 8. From the Add Line menu on the Create Lines page. Job Details. or consulting services.

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

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

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

From the Search Results display.3.3. All participants can view the graphical monitor in open style negotiations.Oracle Sourcing Help 2. Select a negotiation item. o To view the information about the negotiation such as item information. 5. To compare negotiation attribute values for competing responses: 1. From the Negotiations Home page. You can easily compare the negotiation attribute values for these competing responses. To use Your Negotiations at a Glance: Under the Your Negotiations at a Glance area of the Negotiations Home page.Price/Score by Time or Price by Score. To view messages sent to you from suppliers (if any) click the number link under the Unread Messages column. select the line and click Analyze. To view information on responses. To view the graphical monitor of a negotiation. select the responses you wish to compare and click Compare. you may receive responses from multiple suppliers. 3. 2. click Full List. To perform a side-by-side analysis on all responses to the line. To view a complete list of your negotiations. click the graph icon to the right of the negotiation. perform a simple or advanced search to locate the negotiation whose responses you want to compare. then click View Monitor. click the number link in the Responses column. 2. select the negotiation and click the Graphic Monitor icon. Page 107/209 . On the Analyze Line 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. response controls or invitation list.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. click the negotiation number link. Note that the table displays only a limited number of entries. Only buyers can view the graphical monitor in blind style negotiations. 4. Select the line(s) whose responses you wish to inspect and choose the type of monitor you wish to view . identify the negotiation you wish to view. o o o Note: The graphical monitor is not available for sealed style negotiations until they are unlocked.

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

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

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

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

Using an online discussion Once a negotiation is published. Define your price breaks. you can offer a particular target price. you could enter different order quantities and see which supplier response is the best for a certain quantity. and click Analyze Price Breaks. 4.9 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. 2. click Analyze by Line from the Actions menus and click Go. Analyzing Price Breaks Once you have defined your price break expectations. Ship-To address/organization. On the negotiations summary page. Clicking the Unread Messages number link takes you to the Online Page 112/209 . 3. Once a negotiation has been published.Oracle Sourcing Help 4. To analyze price break information: 1. For example. Once you have defined all your price breaks. Click Add Another Row to define additional price breaks. You can define as many price breaks as are needed to fully define your pricing structure. 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. Search for the negotiation you're interested in. 2. price. 5. On the Analyze Line: Analyze Price Breaks page. You can enter values for all price breaks you defined and the system will calculate which of the responses is best for the values you entered. 5. On the table of negotiations. and "Your Active and Draft Responses" for Sourcing Suppliers). For example. you could define multiple price breaks based only on order quantity. and your supplier(s) have responded with quotes. click Apply. participants can communicate with each other by entering into an ongoing conversation called an online discussion.3. You can set breaks by unit quantity. Select the negotiation line. you can have the system evaluate the supplier responses based on scenario information you enter. For each price break criterion. you can participate in a online discussion by clicking the number link under Unread Messages (under "Your Negotiations at a Glance" for Sourcing Buyers. and effective dates (available for non-cumulative price breaks only). click the response number link.

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

click the negotiation number for the negotiation you wish to extend. 6. Enter a new close date and time. click the negotiation number link for the negotiation to which you wish to add additional suppliers. your new close date is January 22. If you don't see the negotiation. If your negotiation is not displayed. Select Add Invitees from the Actions menu and click Go. 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. If. You cannot manually extend your negotiation after it has closed. if you extend that auction for only 3 days. select the Extend RFQ/Extend Auction option from the Actions menu and click Go. 4.10 Can I invite additional suppliers to a negotiation I've already created? Any user assigned the appropriate function can add suppliers to a negotiation any time before the negotiation closes.3. You can also enable AutoExtend or modify your AutoExtend settings if you wish. need-by date. and you extend that auction for 7 days. click Full List. On the Extend RFQ/Extend Auction page. you cannot extend an auction after its first AutoExtension has been triggered. your new close date is January 18. However. A notification will be sent to all participants. 5. On the Invite Additional Suppliers page. and your new award date is January 27. 3. Click Apply.3. and your award date remains January 20. 3. Additionally. To add suppliers to a negotiation: 1. follow the instructions to add new suppliers. 2. when creating this negotiation. Under the Your Negotiations at a Glance section on the Negotiations Home page. click Full List. and/or long-term agreement dates. if your negotiation includes a January 15 close date and a January 20 award date. Under the Your Negotiations at a Glance section of the Negotiations Home page. On the negotiation summary 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. 2.Oracle Sourcing Help 2. 2. Click Apply. you entered an award date. Page 114/209 . To manually extend your negotiation: 1. For example. specify a new close date and time.

you can change the number of times that the auction can AutoExtend. 2.12 How do I change my auction's AutoExtend settings while the auction is in progress? You can initially set your auction's AutoExtend settings while defining bid controls. You can also review and extend your auction's scheduled close date and time. However. but you cannot change any other AutoExtend settings. you can still enable AutoExtend (if not enabled initially) or modify your initial AutoExtend settings after the auction opens for bidding if you selected "Allow manual extend when negotiation is open" while setting the bid controls.3. but you cannot change any other AutoExtend settings. click the number for the negotiation whose AutoExtend values you wish to change. On the Extend Auction page. click Apply. 4. select the Extend Auction option from the Actions menu and click Go. 3. review your current AutoExtend settings (if any). To change your auction's AutoExtend settings: 1. Under Your Negotiations at a Glance on the Negotiations Home page. you can change the number of times that the auction can AutoExtend.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. If your auction enters AutoExtend mode. 2. 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. Once you have made your changed. On the negotiation summary page. Page 115/209 . or upon receipt of a new winning bid). You cannot enable or modify AutoExtend settings for an auction that is in a preview period or has closed for bidding. If your auction enters AutoExtend mode. You can modify the following AutoExtend options: o o o o Lines you want to AutoExtend (AutoExtend all lines. You cannot enable or modify AutoExtend settings for an auction that is in a preview period or has closed for bidding. or only those that receive bids during the AutoExtend period) Number of extensions allowed Length of each extension Start time of each extension (at the scheduled auction close time.

2. select Award by Quote/Award by Bid from the Actions menu. Close the negotiation if it is not already closed. after the analysis of a first round of responding in a multi-round negotiation. On the Negotiations Home page. On the negotiation summary page. All suppliers who participated in your negotiation are initially included in the shortlist. and click Go. You do this by removing these suppliers from the short list. 2. and you are making your award decisions. Note: Once the negotiation is closed. Responses from these suppliers are no longer considered as viable for award decisions. On the Extend Auction page.Oracle Sourcing Help To change your auction's AutoExtend settings: 1. Under Your Negotiations at a Glance on the Negotiations Home page. you will see all the responses from the last round. review your current AutoExtend settings (if any). or upon receipt of a new winning bid) 4. Page 116/209 . On the Award by Quote/Award by Bid page. The second group includes suppliers whose responses are unacceptable and whose further responses will be ignored for awards. 2. On the negotiation summary page. If you choose to shortlist any suppliers. Their response information is displayed only for comparison and analysis. you may wish to eliminate certain suppliers whose offers were not acceptable. Once you have made your changed. select the suppliers and click Change Shortlist Status. click Apply. 3. you will not be able to award them any business.3. The first group consists of suppliers whose responses fall within an acceptable range and can be considered candidates for awards. 3. For example.You must remove the supplier from the list by changing its status. click the number for the negotiation whose AutoExtend values you wish to change. To change a supplier's shortlist status: 1.13 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. search for and select the negotiation. You can modify the following AutoExtend options: o o o o Lines you want to AutoExtend (AutoExtend all lines. or only those that receive bids during the AutoExtend period) Number of extensions allowed Length of each extension Start time of each extension (at the scheduled auction close time. You can also review and extend your auction's scheduled close date and time. select the Extend Auction option from the Actions menu and click Go. 4.

. From the Results: Negotiations display. or auction has closed. After you initiate a new round of responding. you can initiate a new round of responding from the negotiations summary page: 1. On the Create New Round: Header page. click the Full List button to see a display of all your published negotiations. RFQ. You can add new members and/or delete existing members. 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). RFQ. Security Level You can change the level of security on the negotiation. or you must manually close it early. To initiate a new round of responding: You can only initiate a new round of responding after the current round has closed. select a negotiation by clicking its Number link under the Your Negotiations at a Glance section.Oracle Sourcing Help Note: If you choose to download your responses into a spreadsheet and make your award decisions there. 2.14 How do I initiate a new round of responding? After your RFI. You must either wait until the negotiation reaches its close date and time. You can also enter search values in the Search Negotiations fields to search for a negotiation. On the Negotiations Home page. 2. click the Number link for the negotiation you wish to see. You can Page 117/209 . none of the previous responses submitted are available for awarding. If the negotiation you're looking for is not displayed under Your Negotiations at a Glance. Possible Description Modifications *Title/Style You can give your negotiation a new name and change the negotiation style. Possible Collaboration Team Changes You can change the makeup of the collaboration team working on this negotiation. After the RFI.3. 3. update your negotiation's header details as appropriate (*indicates a field that must be entered prior to the new responding round). or auction has closed. you have the option of downloading only responses from shortlisted suppliers.Select Start New Round from the Actions menu and click Go.

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

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

This update is called an amendment. Under the Your Negotiations at a Glance section of the Negotiations Home page.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. the buyer can update information defined in the document if necessary. or the terms of the responses are not acceptable. Click Apply. This note is included in the notification that will be sent. enter the new date and time you want to close the negotiation or choose to close it immediately. Click Apply. Under the Your Negotiations at a Glance section of the Negotiations Home page. Amendments can be created anytime after the preview date/time (or open date/time. 2. 3. The system notifies all the invitees and participants of the cancellation. the responses to your negotiation do not meet your needs. If you do not see the negotiation.16 How do I cancel a negotiation? Sometimes. 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. click Full List. On the negotiation summary page. 4.3. 4. Note that you cannot manually close an auction after its first AutoExtension has been triggered. For example. On the Close Early page. 2. 3. On the Cancel page.3. Page 120/209 . 2. there may have been too few responses.17 How do I create an amendment to a negotiation? After publishing a negotiation. 5. or the items are no longer needed. On the negotiation summary page. To close your negotiation early: 1. If desired.3. click the negotiation number for the negotiation you wish to close. In any of these cases. Also the line requirements have changed. 2. if no preview date/time was specified) and before the close date/time. select the Cancel RFQ/Cancel Auction option from the Actions menu and click Go. you may wish to simply cancel the negotiation. select the Close Early option from the Actions menu and click Go. 1. you can enter a text note to participants explaining why you are canceling the negotiation.Oracle Sourcing Help 2. enter a note to your suppliers. click the negotiation number for the negotiation you wish to cancel.

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

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

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

Oracle Sourcing Help 2. select View Quote/Bid History from the Actions menu and click Go. From the Your Negotiations at a Glance section of the Negotiations Home page. You can award an individual line to a single supplier.4. In addition. you can make your award decisions. an RFQ/auction cannot be awarded until it is unlocked.4. 2. respondents in the RFQ or auction cannot see other quotes/bids until the buyer also unseals the RFQ/auction (although the identity of other suppliers is revealed to the suppliers in an auction). 2. 2. 3. On the negotiations summary page. An RFQ/auction can only be unlocked and unsealed after it is closed. click the negotiation number link of the negotiation you wish to see. The resulting page shows details about the response. In addition. To see details about a particular response." 4. 3.1 How do I view the responses I have received? 1. 4. click the number link in the Quote/Bid column. Additionally. Select Unseal from the Actions menu and click Go. Close the negotiation if it is still open. The Quote/Bid History page displays the responses the negotiation has received. click "Return to Negotiation Summary. You can divide an individual line among multiple suppliers. On the negotiation summary page. other users from your company who have the appropriate function security can also unlock and unseal your RFQ/auction. 2. There is an entry for each supplier who has placed a quote/bid in the negotiation. select Unlock from the Actions menu and click Go. You can accept and use the decisions generated by the AutoAward feature.4. On the Confirmation page. Page 124/209 .4 Awarding Negotiations 2. Note: You will always be able to unlock and unseal an RFQ/auction you have created. To unlock and unseal an RFQ/auction: 1.2 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.3 What are the different methods I can use when performing awards? Once you have closed your negotiation and analyzed the responses you received. 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).

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

Oracle Sourcing Help Page 126/209 .

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

you can choose to download only the responses from the remaining shortlisted suppliers. On the Award by Line page. For quantity-based line types. Once a line has been totally awarded. 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. This is useful if you have received a large number Page 128/209 . 4. On the Award Line page. Click "Award by Line" to return to the Award by Line page. 3. select the radio button for the supplier to whom you wish to award that line. 2.4. click Save Award. You do not have to award a line. Select the next line to be awarded and click Award. Once you have selected the suppliers and specified the number of units to be awarded to each. 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. but you can award less. 2. For amount-based line types. 6. an awarded chekmark appears for the line. You can choose to leave it unawarded. the award simply identifies the supplier from whom business will be awarded in the future . Click Save Award To award a single line to a supplier: 1. Note the following: o o If you select multiple suppliers for this line. Continue until all lines have been awarded. Follow the instructions in Step 2 and Step 3 above to enter that line's award decision 7. For each line. 5. you see all the suppliers that responded to this line. o o 3. select Award by Spreadsheet from the Actions menu. If you have removed any suppliers from the shortlist. you can split the award by entering a value in the Award Quantity for each supplier. select the line you wish to award and click Award. To award using a spreadsheet: If you wish to download the responses for a negotiation.Oracle Sourcing Help line in the negotiation. you cannot award more units than specified in the negotiation quantity.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 system will calculate a weighted score based on the score value you entered for each attribute. You can also update the spreadsheet with your award decisions and then upload it to identify winning responses. You can use an Excel spreadsheet file or a text spreadsheet file. To enter straight scores. you can enter a subjective score for the header attributes. click the negotiation number for the negotiation to access the Negotiation Summary page. you enter a number (up to the defined maximum) for each attribute score. After you have completed your award decisions. With this method. 2. you can manually score the responses you receive for a negotiation. upload your awards into the system. Open the file and complete it according to the directions in the Instruction file. You can enter straight scores for an attribute. select Export Quotes/Bids from the Action menu. 3. These attribute scores are then added up and the total is the total score for that response. 6. you can also specify whether the supplier can see the scoring criteria. Once a response is received. 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. During this process.6 How do I manually score header attributes? Using header attributes.4. you should also download the Instructions file. weighting is implied in the maximum score for each attribute. Using subjective scoring. You can download bids whether the negotiation is open or closed. If you have never used spreadsheet files before. To download responses: 1. select the type of spreadsheet you wish to down load. 5. On the Negotiation Summary page. From the Your Negotiations at a Glance section. Save the file. Page 129/209 . 2. you first define the header attributes including weights and maximum scores during the creation of the negotiation. 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.Oracle Sourcing Help of responses and want to compare them offline. 4. Save the file to a convenient location. On the Export Quotes/Bids to Spreadsheet page.

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.

Page 131/209

Oracle Sourcing Help

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

To see prior award information: 1. These negotiations could be taken to a subsequent round of responding or could have their award process initiated.11 Can I see information on my negotiations once I have completed awarding them? In many situations. For each entry in the table.Oracle Sourcing Help To display the Award Summary page: To use the Award Summary page. On the Negotiations Search page. Use the Search Negotiations fields at the top of the Negotiations Home page to perform an Advanced Search. select one of the following Status values and click Go. From the list of search results. it can be helpful to review award decisions you have made in the past. Use this icon to show or hide the detail information for that entry. Click the link in the Number column for the negotiation. This information is stored and can be viewed even after you have closed. 4.4. select Award Summary from the Actions menu and click Go. 2. 2. 3. 1. you must have closed the negotiation and made some award decisions. you can use the subtabs to toggle between the Supplier and the Line views. 3. click the number link for the negotiation to see the details. o Create Order Negotiations for which the allocation process is in progress or for which the purchase order creation process has been initiated. Page 135/209 . 2. o Award Negotiations for which the award process is either still in progress (there are still outstanding items to be awarded) of completed (there are no outstanding items to be awarded). there is a triangular +/.icon in the Details column. o Closed Negotiations which have been closed. you can do an advanced search looking for negotiations with a status of Award). On the negotiation summary page. awarded and completed the negotiation. On the Award Summary page. o Completed The award process is completed and a purchase order has been requested or a purchase order has not been requested. Locate the negotiation whose business you have awarded (note that from the Negotiations Home page.

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

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

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

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

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

For example. From the Search Results display. click the link to apply a predefined list.1. If you do not know the beginning of the name. %. or the search wildcard. You are returned to the negotiation creation page with your new address appearing in the address field. you may need to change the default to a different address. Enter as many search values as required to efficiently qualify your search. 2. Click Go. you can search using multiple criteria. Additionally. For example. Such lists include lists of item attributes or price elements. To search and apply a list: 1. The search value can be an address name. For each list. 2. 3.1. enter a search value in the Search field and click Go. however. a search on b% returns both Beijing and Brussels. there are many predefined lists which you can apply to your negotiation to save time and standardize your sourcing practices. use a wildcard. On the negotiation creation page. Find the correct address and click Select. many attributes default according to the organization you select. a partial name.Oracle Sourcing Help 2.5. you can search for all price element lists that contain a particular price element. select the list and click the appropriate links or buttons to process the list if necessary and to apply it to your negotiation. a search on br% returns only Brussels. This includes addresses such as Bill-To and Ship-To.7 Searching for lists When creating a negotiation. Click the flashlight icon next to the address field. To search for and select a different address: 1. 2. On the Search and Select page. most lists allow you to search by the list name and/or words in the list description. such as the percent sign (%).5. you can search for all lists that contain a particular list entry. In some cases. Page 141/209 . a search on %Boston might return North Boston as a billing address. For example. The system performs a begins with search using any search values you entered.6 Searching for addresses: While creating negotiations. 3. The Search Results display shows all addresses that matched your search criteria.

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

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

2.Oracle Sourcing Help 4.1) report for the items listed. The report is sorted by category. Section 4. Amounts do not include lines where award quantity and award amount are unspecified. or All Outcomes. Any report displaying calculated amounts does not include any RFI amounts.2.1. the report reflects only the system-hosted catalog item categories. see "How do I run the reports?" Note: For the Auction Outcome report parameter.1.2 Savings by Category report What is the Savings by Category report? The Savings by Category report displays your total savings broken down by item category.2. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. Page 144/209 . you can generate a Savings by Item (Section 7. 4. Blanket Purchase Agreement. To run the Savings by Category report. 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. see.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. with the category with the highest productive award appearing first.3. select Standard Purchase Order. If Current Price is not available.1.1. the report reflects only the system-hosted catalog item categories. Any report displaying calculated amounts do not include any RFI amounts. To run the Awarded Bids Detail report. Once you have generated a Savings by Category report.3 Awarded Bids Detail report What is the Awarded Bids Detail report? The Awarded Bids Detail report displays detailed information about auctions for which business has been awarded. You can view the supporting awarded bid by clicking the Auction number or Bid number. savings is zero.

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

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

transactions for all currencies.Oracle Sourcing Help To view transactions in all currencies: When you view transactions for a selected currency in a report.) An asterisk (*) indicates a required field: o *From and Through Date Enter a date range for extracting and summarizing transactions. you can export the report data to a spreadsheet. Click the link for the report you want to run. only transactions for that selected currency are displayed.2 Intelligence Reports 4. see "How do I run the reports?" Page 147/209 . Click Export to Spreadsheet to download the report. as well as the total amount awarded to this supplier.3.1. if you want to view all transactions completed in all currencies. On the Negotiations Home page.2. 5. 4. the report shows the total amount generated by each sourcing transaction type (bid or quote). if desired. o o Category (if available) Select the category of interest using the search icon next to the field. the report defaults to your functional currency. See "How do I export report data to a spreadsheet?" 4. and click Go. click Show Chart (if available) for a graphical representation of the report. click the Reports tab. including the selected currency and the currency code. For each supplier.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). Currency Select the currency of interest. Suppliers (if available) Select the suppliers of interest using the search icon next to the field. (Not all reports have all of the following search criteria. are displayed. It also gives a breakdown by negotiation type of the total amount of money transacted. 2. In the spreadsheet. 3. If left blank. You can sort the report by clicking on the any of the underlined column headings. The Sourcing Reports page displays information on the reports in the system. To run the Awards by Supplier report.1 How do I run reports? 1. Enter any search criteria into the appropriate fields. However. o 4. Once the report displays.

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

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

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

Select a search parameter. Click "Unread Messages" to view any online discussion messages. Event (negotiations associated with this sourcing event). To search for open negotiations in which to participate: You can access any open negotiation even if you were not specifically invited.1.2 How do I use Quick Links? The Quick Links section of the Negotiations Home page provides easy. Negotiation number. 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. To find open negotiations. Negotiation creator (contact).Oracle Sourcing Help Note that the Your Active and Draft Negotiations section display only shows a limited number of your responses according to the time remaining. Category (negotiations with lines in this category). you can Select the negotiation and click Respond to create a response. Line (negotiations for a particular item or service). The links are organized by task and negotiation type so you can find the link for the task you wish to perform. 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 . click Full List. Click the negotiation number link to view details of the negotiation. 5. Click All Responses to view the responses to this negotiation. On the Active Negotiations page. and click Go. one-step access to your most commonly performed Oracle Sourcing tasks. enter a value for the parameter. Click "Your Company's Responses" to see details of any current responses from suppliers at your company. use the Search Negotiations fields at the top of the page. You can search by: Negotiation title. To see all the active and draft responses for your company.

Find a negotiation in which to participate (See Section 2. If the item has attributes. 2.1.1. pricing. 2. The Negotiation Summary page displays all the current information for this negotiation. click the negotiation number to access the Negotiation Summary page for the negotiation in which you are interested.1 “How do I access negotiations”). (See section 5. use the Search Negotiations fields to access the Active Negotiations page.3 How do I respond to a negotiation? Suppliers can respond to public negotiations and private negotiations to which they have been invited. To respond to a negotiation you must: 1. Monitor the action in the negotiation in which you are participating. shipping and billing information. (See Section 5. or quote). Page 152/209 .4.1.Oracle Sourcing Help Creating and managing sourcing events Updating profile information Viewing award decisions Updating profile information 5. Alternatively. you can view information on the item attributes by clicking the "View" link under the Details column. 5. the response controls. 3. detailed item information. Click the negotiation number to access the Negotiation Summary page. Under Open Invitations. Submit your response (bid.4 How do I view the details of a negotiation before placing a response? 1. The Notes and Attachments section displays any text messages from the buyer and any attached files. 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. price elements. This includes such information as the time the negotiation.6 “How do I submit a response online”). or price breaks associated with it. Attachments can be viewed by clicking the paperclip icon.1 “How do I monitor negotiations to which I've responded”).

Oracle Sourcing Help If the negotiation is open. search for any open RFIs or RFIs to which you've been specifically invited. The purpose of RFQs and buyer's auctions is to negotiate line price and costs prior to generating a purchasing document. either accept or reject the negotiations conditions. 5. Otherwise. 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. Buyers use responses to an RFI to qualify suppliers early in the procurement process. If the negotiation is closed. 4. you are required to provide values for these fields. From the Negotiations Home page. enter response values as you normally would when bidding or quoting online. no one can see the responses until the negotiation is over and unsealed. 3. On the Terms and Conditions page. Line attributes appear under the Lines section of the Page 153/209 . On the Create Response page. 2. The purpose of an RFI is to gather information on goods and services a supplier company provides. Once the appropriate group of suppliers has been identified. You can find open RFIs by entering search values in the Search Open Negotiations fields and clicking Go. If the buyer chose to include the Price and Quantity fields. To respond to an RFI: 1. RFIs to which you've been invited will appear under Open Invitations. These line attributes identify the questions the buyer has about a particular line. RFIs may or may not be concerned with line price or costs. If the negotiation is sealed. you can only see the response history if you are the buyer. From the Results: Active Negotiations. Since the purpose of an RFI is to obtain product and service related information for a negotiation line. the Price and Quantity fields are display only and you cannot enter anything in them.1.5 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. select the RFI to which you wish to respond and click Respond. you can review any current responses by clicking the number link under the Responses/Quotes/Bids column. most negotiation lines in an RFI have attributes defined. and the buyer can initiate a regular price/cost negotiation with the targeted suppliers. 5. the RFI can be converted to an RFQ or buyer's auction.

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

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

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

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

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

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

the system will automatically submit a proxy bid of $3. Then submit the bid as normal. Your proxy bid decrement amount will be applied to the current winning bid in the auction. not your own current bid. Proxy Bid Decrement You must enter the exact amount by which you want each of your proxy bids to decrease. automatic proxy bidding is discontinued. You cannot enter different proxy bid decrement amounts for each item. Bid manually on the itemContinue bidding on the item by submitting bids manually. Note: After you have submitted your proxy minimum bid amount. Discontinue bidding on the item Page 160/209 . you cannot change this amount unless the minimum amount is met in the auction bidding or you cancel the proxy bidding on the item. Whenever your bid price is exceeded by a competing bid price. you must provide the following information: Note: If at any time you wish to change your proxy bid information. You can then do any of the following: Enable another round of proxy bidding for the item Enter new proxy bid information. and a $3. If the bidding on an auction item in which your proxy bidding drops below your proxy bid minimum amount.75. You can also change the proxy bid minimum amounts.Oracle Sourcing Help To activate proxy bidding: When you place a bid on an auction. To submit a proxy bid for any auction item. Enter your proxy bid decrement amount.500 bid in an auction with a proxy bid decrement amount of $100.400 bid is subsequently submitted. you can enter your proxy bid information in the appropriate fields on the Create Bid page. for example. 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). the system will continue to automatically rebid (by the proxy bid decrement amount you specify) until your proxy minimum bid price is met. When bidding on an auction that contains more than one item. 10. then enter a proxy minimum bid only for those items on which you want to proxy bid. you can cancel your proxy bid and submit a new bid with the updated proxy information. For example. You can change your proxy bid decrement if all items on the bid do not have proxy enabled.300 on your behalf. if you have submitted a $3. Use numbers. Proxy Minimum Bid You must enter the lowest price you are willing to proxy bid for any auction item. you can proxy bid on all or selected items.

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

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

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

Search for the negotiation.1. To respond to a negotiation that was amended after your first response: 1. you must review and acknowledge the amendments and place a new response. the next time you access the system the status of your initial response will have been changed to Resubmission Required in the Your Active and Draft Responses section of the Negotiations Home page. To respond to a negotiation that was amended before your first response: If the amendment was made prior to your first access. You are informed that the negotiation has amendments and are prompted to acknowledge them. Page 164/209 . 5. If you placed a response before the amendment was made. you must review and acknowledge each one. these terms and conditions are presented before you enter the details of your response. Review the negotiation's terms and conditions. 1. Once a document has been amended. the buyer may need to update some of the information defined in the sourcing document. Once you have acknowledged all the amendments.1. When you respond to such a negotiation. you must have reviewed all the amendments and placed a response to the latest one. 6. you will only be able to respond to the amended version. review the document information. click Accept. 4. Click Yes. To be eligible for an award decision. then continue entering your response. 5.16 Why would a negotiation have special terms and conditions? Your buying company can include customized terms and conditions that govern its negotiations. If there are multiple amendments. click Cancel. click the checkbox and then click Acknowledge. you can continue to respond to the negotiation normally. If you do not accept the negotiation's terms and conditions. On the Acknowledge Amendment page. 2.Oracle Sourcing Help 5. Select the negotiation and click Respond. 3. You will not be allowed to enter a response in the negotiation. Such updates are called amendments.17 How do I respond to an amendment to a sourcing document? After publishing a negotiation.

You use the Create Response page to enter your response to the buyer's negotiation. Contract terms are displayed in the Contract Terms section of the page. You are presented any additional amendments. 3. Review the information. You can toggle between the current version and its prior version using the buttons. and then click the checkbox acknowledging you have reviewed the amendment. Once you have completed the tasks outlined in the deliverable. If there is an X icon in the Alert column. To be considered for an award decision. This includes responses to any contract terms the buyer has defined. Page 165/209 . you are presented the first amendment. and you must respond to these deliverables before their dates expire. which you must review and acknowledge. Click the Update icon. 2. you must acknowledge that you have viewed the amendment and placed a new response. they will be listed in the Deliverables section. 9. Click the suffixed number links to see the different versions of the sourcing document. 5. Click Acknowledge. 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 Oracle Procurement Contracts is implemented by the buying organization.1. Deliverables are part of the contract terms the buyer may have defined and are typically additional pieces of documentation that must be provided by the supplier. 8. 1. or click the Review Changes icon to see what information changed between a version and its prior version. The negotiation summary page shows the original version of the negotiation. 6. 4. Click the negotiation number link to view the original negotiation and its updates. The amended versions are suffixed with an incrementing counter. 7.Oracle Sourcing Help 2. you can place a new response on the negotiation. Each deliverable has a due date. The currently active version has the highest number and is the first entry in the table. The Amendment History page has entries for the original negotiation and any subsequently amended versions. there may be deliverables to which you must respond. the responsible party failed to perform the deliverable. If there are deliverables. 5.18 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. Click "View Amendment History" to see the changes made to the original negotiation. The Review Changes page identifies the information that has changed. you respond to the deliverable and update its status. Click Acknowledge Amendment. On the Acknowledge Amendment page. Once you have acknowledged all the amendments.

Oracle Sourcing Help

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

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

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

Page 166/209

Oracle Sourcing Help

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

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

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

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

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

5.2.3

How do I track the status of my responses?

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

Oracle Sourcing Help

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.

Page 168/209

Oracle Sourcing Help

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.

Page 169/209

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

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

Note that the rules vary depending on the style of negotiation. Or in a multiattribute weighted negotiation.2. At this point.Oracle Sourcing Help Online Conversation Participants Messaging Capabilities The table below details the rules governing the messaging capabilities of the negotiation creator and the respondents. In both these cases. this happens when the bidder needs to update bid information. However. Canceling proxy bidding In most cases.8 How do I turn off proxy bidding? Proxy bidding allows a bidder to have the system automatically rebid whenever a competing bid is received. the bidder may wish to update the non-price related information to improve the price to total score ratio. For example. Once enabled. 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. 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. 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. once proxy bidding has been initiated. there may be certain instances in which the bidder needs to end proxy bidding early. Usually. the system will continue to rebid at lower prices until the bidder's minimum bid price is reached. Page 172/209 . proxy bidding in suspended.

Click Create Bid to create a new bid. To view the details of your current bid. select Print Document from the Actions menu 3. 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). Once you have placed a bid using proxy bidding. On the Negotiations Homepage. Page 173/209 . Buyers need the capability to download and print a negotiation for offline review. 4. The printed version of the negotiation is appropriate for public display since it excludes all internal data such as internal attributes. click Full List. 1. or save it to a location on your machine and review the document there. Government organizations in particular present solicitation packages according to a unified format. 5. To print a negotiation (for buyers): 1. To continue placing a new bid. The Cancel Proxy Bidding page shows all line items for which you have proxy bidding enabled. click Create Bid. The printed version also does not include any price elements defined to the negotiation. If Oracle Procurement Contracts is implemented and the sourcing document has contract terms attached to it. search for the negotiation you wish to print. Responders should be able to complete negotiation documents and return the results by FAX. Select the items for which you wish to disable proxy bidding.Oracle Sourcing Help To cancel proxy bidding. When the prompt box appears. click the Response number link. 3.2. click Cancel Proxy at the bottom of the page. Access the negotiation by clicking its negotiation link. 2. current prices. you can monitor its progress by locating the negotiation number under Your Active and Draft Responses section of the Negotiations Home page. These negotiations are listed under the Your Negotiations at a Glance section. mail or email. When the Rebid page appears. continue entering your new bid information (including new proxy specifications if desired). the clauses and deliverables are printed as well. open and inspect the print directly. On the negotiation summary page. or names of invited suppliers.9 How do I print information on my negotiation? Much business communication today is carried and managed offline. On the Rebid page. 2. If you cannot see all your negotiations. and click Cancel All Proxies.

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

5. This includes responses to any contract terms the buyer has defined. 5.2. Click the suffixed number links to see the different versions of the sourcing document. Review the information. On the Acknowledge Amendment page. Contract terms are displayed in the Contract Terms section of the page. Click Acknowledge. 4. which you must review and acknowledge. 9. Page 175/209 . Click the negotiation number link to view the original negotiation and its updates.Oracle Sourcing Help To respond to a negotiation that was amended after your first response: 1. 2. 6. there may be deliverables to which you must respond. and then click the checkbox acknowledging you have reviewed the amendment. The amended versions are suffixed with an incrementing counter. The Review Changes page identifies the information that has changed. 3. Deliverables are part of the contract terms the buyer may have defined and are typically additional pieces of documentation that must be provided by the supplier. Once you have acknowledged all the amendments. you are presented the first amendment. If you placed a response before the amendment was made. you must acknowledge that you have viewed the amendment and placed a new response 7. you can place a new response on the negotiation. You can toggle between the current version and its prior version using the buttons. Click "View Amendment History" to see the changes made to the original negotiation. You are presented any additional amendments. or click the Review Changes icon to see what information changed between a version and its prior version. 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.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. 8. If Oracle Procurement Contracts is implemented by the buying organization. The Amendment History page has entries for the original negotiation and any subsequently amended versions. The currently active version has the highest number and is the first entry in the table. The negotiation summary page shows the original version of the negotiation. To be considered for an award decision. You use the Create Response page to enter your response to the buyer's negotiation. Click Acknowledge Amendment.

Oracle Sourcing Help

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

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

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

Oracle Sourcing Help

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

Oracle Sourcing Help

(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

Oracle Sourcing Help

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.

Page 179/209

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

is known as an Approved Supplier List (ASL).mysite. or New. Depending on the category value assigned. Bid Ranking See Quote/Bid Ranking Bid Start Price See Quote/Bid Start Price Page 181/209 . It is the maximum amount that can be issued against a blanket purchase agreement as long as the Amount Limit on the blanket purchase agreement is not increased beyond the Total Agreement Amount. and enter the full URL (for example: http://www.com/filename. or an existing document from the system document catalog. such as technical specifications or engineering drawings. For attachment files larger than 10 MB. they identify the class of accessor by assigning the attachment a category value. . Total Agreement Amount applies only to RFQs or auctions with blanket purchase agreement outcomes. Attachments can be an attached file. Amount (with AutoIncrease) See Minimum Bid Decrement. a URL address of a file. Post the attachment file to an Internet site. global repository containing relevant details about each ship-from/ship-to/item relationship. a short or long text message.doc) at which the attachment can be accessed. Attachments (Attachment URL) Attachments contain additional descriptive information about items. Approved Supplier List (ASL) All procurement organizations maintain lists that associate the items and services they buy with the companies who supply them. This repository includes information about all suppliers with business statuses including Approved. The file size limit for attachments is 10 MB. Data stored in a controlled. only the appropriate users can view the attachment. either formally or informally. For each attachment negotiation creators select. use an attachment URL. Debarred. 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.Oracle Sourcing Help Specifies the currency amount over the course of a blanket purchase agreement.

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

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

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

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

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

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

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

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

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

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. RFQ/Auction Outcome The outcome of an auction or an RFQ can be: Standard Purchase Order A one-time purchase. RFx Currency See Negotiation Currency. you can apply that price element list to any negotiations (RFQs or auctions) containing items to which those price elements are applicable. 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. Blanket Purchase Agreement The buyer commits to a contract for future purchases and can enter agreement terms. the information contained in the RFI can be copied into an RFQ or buyer's auction.Oracle Sourcing Help price element list. the buyer has the power to fine-tune the RFQ and initiate detailed negotiations as necessary. Therefore. Page 191/209 . The process may go through multiple rounds of negotiations and quote before completion. 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. A number between 0 and 100 assigned to each acceptable Quote/Bid response. 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. RFIs are used more for gathering information on goods and service provided by a supplier than to lock in particular price information. RFI (Request for Information) RFI's are used to qualify suppliers and their goods and services for subsequent procurement activities. RFIs can be taken to multiple rounds until the buyer has enough information to identify supplier(s) with which to deal.

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

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

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

4 Product Integration and Licensing This documentation includes information about many features of Oracle Applications other than this product. and must be fully installed to take advantage of their features. JAWS may not always read a line of text that consists solely of a bracket or brace. and contains markup to facilitate access by the disabled community. 6. To that end.3 Documentation Accessibility Our goal is to make Oracle products. services.3.1 Accessibility of Code Examples in Documentation JAWS. to the disabled community.3. This documentation is available in HTML format.Oracle Sourcing Help 6.2 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. visit the Oracle Accessibility Program Web site at: http://www.com/accessibility/. Oracle neither evaluates nor makes any representations regarding the accessibility of these Web sites. may not always correctly read the code examples in this document. 6. For additional information. 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. with good usability. and supporting documentation accessible. Standards will continue to evolve over time.oracle. a Windows screen reader. The conventions for writing code require that closing braces should appear on an otherwise empty line. These other Oracle Applications may require separate licenses. 6. Page 195/209 . our documentation includes features that make information available to users of assistive technology. however.

Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity. savings is zero. If Current Price is not available. Inc.1.1 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.Oracle Sourcing Help 7. Amounts do not include lines where award quantity and award amount are unspedified. as well as the total amount awarded to this supplier. Appendix 7. see Section 4.1 What are the Awards by Supplier report? The Awards by Supplier report displays a summary of all awards made by the buyer to supplier(s). Inc. the report shows the total amount generated by each sourcing transaction.1. For each supplier. Page 196/209 .type (bid or quote).3. You can sort the report by clicking on the any of the underlined column headings To run the Awards by Supplier report.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. Copyright 2000 Three D Graphics. 7.

the report shows the total amount paid to this supplier. You can view the supporting awarded bid by clicking the Auction number or Bid number. see "How do I run the reports?" Note: For the Auction Outcome report parameter. Any report displaying calculated amounts do not include any RFI amounts. If Current Price is not available. the report reflects only the system-hosted catalog item categories. or All Outcomes. To run the Awarded Bids Detail report. To run the Savings by Item report. 7.2 What is the Savings by Item report? Once you have the Savings by Category report generated. Blanket Purchase Agreement.1. You click the category to obtain a list of items within that category and how much revenue you have received off that item. Amounts do not include lines where award quantity and award amount are unspedified. For each supplier. If Current Price is not available.3 What is the Awarded Bids Detail report? The Awarded Bids Detail report displays detailed information about auctions for which business has been awarded. see "How do I run the reports?" Note the following when generating and evaluating report information o o o o When entering a category search parameter. Amounts do not include lines where award quantity and award amount are unspecified. 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. Page 197/209 .Oracle Sourcing Help 7. savings is zero. savings is zero.1. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. Note the following when generating and evaluating report information: When entering a category search parameter. select Standard Purchase Order. the report reflects only the system-hosted catalog item categories. you can further drill down into the categories and display how much you have generated by item within that category.

Buyer cannot create inactive lists .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. Active lists are available for use by buyers during negotiation creation. Any report displaying calculated amounts do not include any RFI amounts. Blanket Purchase Agreement. the report reflects only the system-hosted catalog item categories. 3.1. Click "Attribute" under the Reusable Lists area of Quick Links on the Negotiations Home page . enter a name and description of your list and select a status. select Standard Purchase Order. 7. 2. or All Outcomes. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. Attribute lists are named groups of line attributes (line characteristics) that applies to a line in a negotiation. If Current Price is not available.2. Amounts do not include lines where award quantity and award amount are unspedified. To run the Awarded Quotes report. click either Create Header Attribute List or Create Line Attribute List . You can view individual quote details by clicking the quote number. If you include an attribute list in a negotiation template. 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). On the Reusable Attribute Lists page. Note the following when generating and evaluating report information: o o o o When entering a category search parameter. see "How do I run the reports?" Note: For the Auction Outcome report parameter. savings is zero.Oracle Sourcing Help 7. Page 198/209 . To create an attribute list: 1.4 What is the Awarded Quotes report? The Awarded Quotes report displays information about the selected RFQs that have been awarded in the system. On the Create Header Atttribute List/Create Line Attribute List page.2 Reusable Attribute Lists 7.

You can enter a number that represents the highest number that can be entered for any header attribute. These attributes often solicit information about the supplier. If you change the max score. Knowing such information provides you with a better understanding of the Page 199/209 . Weighted scores for all header attributes are added together to give the total score for a response. This is the default value that appears throughout the negotiation for a particular attribute unless you change that attribute's default. Click Submit 7.3 What are score settings and how do I use them with header attributes? While defining your negotiation header.1 What are header attributes and how do I use them? You can define header attributes that apply at the negotiation level. it only applies to new attributes. You use this column to weight this attribute in relation to all the other header attributes. Weights are used along with the scores you enter during the analysis phase of the negotiation. Display scoring criteria to suppliers Select this checkbox to allow suppliers to see the criteria you will use when scoring their responses. you can choose to also define header attributes. Select Scoring Settings above the Attributes table to define the defaults that will be used for your header attributes. Complete the required attribute fields.Oracle Sourcing Help 4. You define the following defaults: Enable weights If you click this checkbox. and financial visibility. Note: The settings you specify here apply to all header attributes. a Weight column appears in the Attributes section in addition to the other attribute columns. Default maximum score.3. personnel qualification. See How do I score header attributes? for details on how weighted scores are used. Examples of header attributes might be years the supplier has been in business the supplier's business structure (public or private) the supplier's business status (minority or woman owned) Using header attributes allows you to obtain important information on other aspects of a supplier such as past performance. 7. to calculate the value for a supplier's response to this attribute. Click Add Another Row and continuing defining attributes until you have finished entering attributes.

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

Carrier The freight carrier your supplier should use. The ISO standards are used automatically by Sourcing. Agreement Terms If you select blanket purchase agreement as the negotiation outcome. You can select any of the addresses defined for your operating unit in Oracle Human Resources. Click the flashlight icon to browse for other addresses. Payment Terms The payment terms for your suppliers. the precision for amounts is automatically governed by the standards defined by the ISO (International Organization for Standardization). The possible values for your operating unit are defined in Oracle Inventory. While you can set the precision for unit-prices entered in a non-RFx/Auction currency when you define your currency list. use can use the following fields for additional information: o o Global Agreement Effective Start/Effective End Use the pop-up calendar to identify the start and end dates of the agreement. o Minimum Release Amount *Billing Address Address to which your RFQ/Auction bills should be sent. The default is set in Oracle Purchasing. The possible values are defined in Oracle Payables. Click the flashlight icon to browser for other addresses. o Total Agreement Amount The amount the buyer agrees to spend with the supplier over the course of the agreement. The default address is set in Oracle Purchasing. FOB Page 201/209 . 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 Human Resources. 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. The default is set in Oracle Purchasing. *Ship-To Address Address to which the RFQ/Auction items will be shipped.Oracle Sourcing Help The number of decimal places allowed for per-unit prices entered in the RFx/Auction currency.

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

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

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

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

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

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

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

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

Sign up to vote on this title
UsefulNot useful