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

...2................1.........3..3............................................4.1... 88 2...........11 Who can participate as team members? . 109 2...................... 102 2...... 107 2................. 100 2.................4...........1............................................................2 What kind of services can I negotiate for?..3 How do I define services related lines?.......4..... 116 2...... and how are they used? ......... 105 2..3.. and how do I use them in my negotiation?..............3........3......4 What are contract terms and conditions.. 96 2...1...........7 What are price breaks............. 112 2....... 98 2...................................3.............12 How do security levels work? ................ 102 2........4..........12 How do I change my auction's AutoExtend settings while the auction is in progress?..9 What are amount based line types......1 How do I create a deliverable and use it in a negotiation document?.............4..... 95 2...............................................................................7 How do I analyze the responses I have received?.......... 106 2.......................................4....................4...1............................................5 How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line?.......................... 99 2..................... 104 2.1 How do I access negotiations? ..8 What are price breaks..................4................ 117 Page 5/209 2.............................1.....................5 How do I create a deliverable and use it in a negotiation document?............................................................ and how do I use them?..4...........4..................10 Can I invite additional suppliers to a negotiation I've already created? .................................4 What are Your Negotiations at a Glance?....................................9 How do buyers and suppliers communicate while a negotiation is in progress? ..13 What is shortlisting and how do I use it? .................... 105 2..4 Can I create and save sourcing documents without submitting them? ..3.....6 ..............................1.........................3....3..1.3 Monitoring Negotiations.......4.2..............Oracle Sourcing Help How do I use price elements? ... and how do I use them in my negotiation?.... 107 2............................................................................................................. 88 2................................1.........................3............................... 84 2....... and how do I use them?............................... 91 2....... 92 2...................... 93 2....1............ 110 2......13 What are global agreements..........2..............................3.............2 What is a sourcing event? .....1.........................1........3 How do I respond on behalf of suppliers without Internet access?.........................7 What are contract terms and conditions..14 How do I initiate a new round of responding?.11 How do I extend a negotiation that is in progress? ...2 How do I monitor the negotiations I have created? ...........3.........2.................1 What are some negotiations strategies I can use? .................................8 How do I view the backing information for lines AutoCreated from Oracle Purchasing?...3................... and how do I use them?.................2 Using Oracle Services Procurement and Oracle Procurement Contracts..........................4 Additional Creation Topics .....................10 How do collaboration teams work? .................4......................6 How do I copy a sourcing document?.3....1................................. 115 2........................4...............................................3 Are there any shortcuts available when creating a sourcing document? ...........................1......... 86 2..............1........................................... 100 2...................6 How do I download the responses I have received? ..3...............5 2.............................. 108 2............... 96 2..... 84 What are Reusable Price Element Lists...................3.....1..... 114 2............................................ 114 2. 103 2................... 106 2.................3....... and how do I create and use them? ....1.......................... 98 2........................................ 97 2.. 103 2.............

.......................................................... 144 What is the Awarded Bids Detail report? .... 147 4..3.......................... RFQ.............2 Savings by Category report........4.....................3 How do I export data to a spreadsheet? ....................2 How do I unlock and unseal a sealed RFQ or auction? ......... 140 2........2 What are the Sourcing Intelligence reports I can generate?... 143 4.........................4 Awarding Negotiations .............. 133 2..................2 What is the Savings by Category report?... 142 3.................................................................4.......................1 What is Sourcing Intelligence? ....................................4..........2................................ 133 2.......................... 144 4....................16 How do I cancel a negotiation?...................................................3............ 124 2............................1...............5.................. 123 2........3.........4......3..................................... 144 4..................2............. 138 2....4.......................2.......5.....1...6 How do I manually score header attributes? ........................ 139 2.........................1 Searching for your negotiations in which you are participating: ....4 Searching for suppliers:... 127 2...18 How do I print information on my negotiation? .... 147 4............................................ 141 2..............5 How do I download the responses I have received? .........3...............1............10 What information is contained on the Award Summary page? ............. 124 2................7 How do I use a spreadsheet to award negotiation items?...1.... 124 2..............3 Searching for draft negotiations ............ 145 4..................19 How do I view the approval history for my negotiation? ...............................2...........................................1 How do I search for information on Oracle Sourcing? .4....... 141 3..................... 147 4........3........ 120 2.15 ...................Oracle Sourcing Help How do I close a negotiation before its scheduled close date and time?.....4.....5.......................... 145 4.....................................3 Awarded Bids Detail report .............................................................................1......2 Searching for all negotiations to which you have access:..............................................3............... 143 4...................8 How do I allocate backing requisitions among awarded items? ..........1...........1 How do I update my Sourcing personal options? ........................... 139 2.......... 143 4.. 122 2.............................................20 How do I manage deliverables I have assigned to a negotiation?.............1...1.............4....1 How do I run reports? .................................6 Searching for addresses:...............................5............ 120 2.......................................... 148 Page 6/209 2. 128 2.............................. 143 4....1.................. Sourcing Buyer Intelligence Reports...4.13 What is contract binding?.......5 Searching...............17 How do I create an amendment to a negotiation? ..............1.............. or auction? . 129 2..............1 Awards by Supplier report ...... My Profile .... 138 2..... 137 2.... 137 2.....4....................................11 Can I see information on my negotiations once I have completed awarding them? ...1 How do I view the responses I have received? .................................................5..2............................12 How do I generate a purchase order document? ...4 Awarded Quotes report ..... 130 2.....................................1.............3 What are the different methods I can use when performing awards? ............2................5........................... 143 4.......................4...................2 Intelligence Reports ......................4......................................................... 142 4............................. 145 What is the Awarded Quotes report? ................................................................... 135 2..5 Searching for lines and categories..........1 What is the Awards by Supplier report? .. 131 2.......1 Introduction to Sourcing Intelligence.............1...................................... 124 2................ 121 2.......4 How do I award business in an RFQ or auction?........................5.5..4....1.......9 How do I disqualify responses I receive for an RFI.................... 136 2............7 Searching for lists. 137 2.......................................................... 120 2................................1............1..

..... 167 5..1.................... 167 5...........................................8 How do I use item attributes and price elements when responding to a negotiation? ............................ 153 5.1..12 How do I respond to a service-related line?......1...................... 163 5.............2..11 How do I turn off proxy bidding? ......6 How do I submit a response online? ...1... 176 5........16 Why would a negotiation have special terms and conditions? .1 How do I search for negotiations? ....................1 What are the benefits of registering and participating in this system? .1...................... 150 5...... 163 5....2..5 What information is contained on the Awarded Items page? .................................2.......... 158 5.. 165 5....2...... Help for Sourcing Suppliers...2.............................11 How do I respond to a deliverable defined to a negotiation?................ 159 5......................................................................................1 How do I access negotiations? ........4 How do I view the details of a negotiation before placing a response? .................10 How do I respond to an amendment to a sourcing document? ......9 What is AutoRefresh? ............................................................................2.............10 What is proxy bidding and how does it work?.2..........15 How do I respond to a negotiation that has gone to an additional round of responding?................ 167 5................ 152 5. 170 5.............2....................................12 What is power bid?........................... 166 5....1..........................................................................................................1..................................................... 150 5.......18 How do I respond to a deliverable defined to a negotiation?...........................5 How do I respond to a Request for Information (RFI)?..............1.......4 What information is contained on the Disqualified Responses page? ...............7 How do I view the attachments associated with the negotiation to which I am responding? .................. 150 5..............1.........2..............................3 Searching..............................3 How do I respond to a negotiation? ..........2...................................................................1 Additional Topics ...................1 How do I monitor negotiations to which I've responded? .....................1...........19 How do I respond to a service-related line?.......1..............................1.. 177 6. 173 5... 161 5................2 How do I use Quick Links?................................... 148 4...... 161 5.......... 178 6..........9 How do I print information on my negotiation? .......................................3 What is the Awarded Bids Detail report? ..............1....................................1.........1.......... 170 5........... 151 5.... 178 6...13 How do I download a spreadsheet and respond offline?.......................1.......................2.......... 169 5..2................. 149 5.......3 How do I track the status of my responses?........ 152 5....................................... 179 6.................... 162 5.6 What information is contained on the Rejected Items page?. 159 5............................2 Monitoring Negotiations................................................7 How do buyers and suppliers communicate while a negotiation is in progress? ...................... 168 5.. 164 5..........2 Can international companies participate? ... 167 5.........................................................................2..................................1.....1......17 How do I respond to an amendment to a sourcing document? .................................................3......................3 What is a WinZip (or zip) file? ........................................................................1....... 172 5.........1 Responding to Negotiations..............4 What is the Awarded Quotes report? ..................... Additional Information........ 178 6................................................................1............Oracle Sourcing Help 4........................................14 How do I rebid on an RFQ or auction? ............ 158 5......................................................................1.................................................. 154 5............. 177 5............ 179 Page 7/209 ...........................................8 How do I turn off proxy bidding? ...... 174 5...... 175 5.. 164 5.......2........................................2 How do I use Quick Links?........................................1...........

............... 197 7.................................................. 207 Variable Identification ... 205 7...9 About Contract Templates ..2 Reusable Attribute Lists ...................... 195 6.............................................9...........................3................................................ 202 7.............................Oracle Sourcing Help 6.................................................... 198 7.......................1......................................................5 Whom should I contact about technical difficulties?... 195 7..........................................1............. 203 7...... or task bar options? ................2 Accessibility of Links to External Web Sites in Documentation........... 195 6.....................1.3 What is the Awarded Bids Detail report? .................. 207 Deliverable Variables.............................................. 207 User-Defined Variables................ 180 6................ 204 7........... 196 7..8 Can suppliers communicate with each other while a negotiation is in process? ............................................................1 How do I create an attribute list? ..............................5 How do I use the Graphical Monitor to view responses to items in my negotiation?............3 What are score settings and how do I use them with header attributes? .................................................................. 196 7......................... links............................................................................ 198 7. 205 7.......................3 Documentation Accessibility ................................................ Appendix ................................................ 205 Standard Clauses ..................... 198 7..............................................................6 What if I have problems uploading files? .................1 About Clauses ...................... 197 7....................................................... buttons.................1 What are the Awards by Supplier report? ......... 199 7........................7 What are reusable price elements and how do I create them? ..........4 How do I enter business terms and conditions for my RFxs and auctions? ...... 200 7............... 180 6..........2 What is the Savings by Item report? ............................................................................................... 206 System-Defined Variables ..............4 Why can't I access some pages..................1................. 196 7.................................................................1....................................................3 About Deliverables......... 208 7..................2.........1 What are the Sourcing Intelligence reports I can generate?.................................................................... 206 Table Variables .............................................................1 About the Contract Terms Library.... 203 7.................................................................................................................. 195 6.......1...9...................................1...............3....... 205 Non-Standard Clauses...........1 What are header attributes and how do I use them?.......................1 Accessibility of Code Examples in Documentation ............. 208 Page 8/209 .......................................................2 Glossary.... 180 6............ 199 7................4 Product Integration and Licensing..........6 Why are some RFQs and auctions associated with a sourcing event? .........3......................9........... 180 6..................................................................................... 207 Value Sets for Variables...2 About Variables ....1.....4 What is the Awarded Quotes report? ..................... 206 7.............................9............

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

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

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

“How do I create and edit negotiation templates?”) and Copy features (See Section 2.2.16 “Why would a negotiation have special terms and conditions?”) RFIs Oracle Sourcing allows buyers to qualify a wide group of suppliers and their products and services using RFIs.1 Frequently Asked Questions: Oracle Sourcing 1.1.4 “How do I create and edit a reusable invitation list”) Sourcing Template (See Section 2.Oracle Sourcing Help 1.2 Getting Started with Oracle Sourcing 1.4.2.1.1. and buyer's auctions. Common Functionality All sourcing document types have the following common functionality to simplify the negotiation creation process: Reusable Attribute Lists (See Appendix 7. and then use that information to create negotiations that drive prices based not only on price. requests for information (RFIs).2.1.1.1. Prices are established based on actual supply and demand at the time the negotiation is transacted. can bypass intermediaries and establish relationships that might not have been possible using more traditional methods of buying and selling.1 “How do I create an attribute list?”) Reusable Invitation Lists (See Section 2.requests for quotations (RFQs). Buyers can use the information obtained to subsequently conduct an RFQ or buyer's auction. but on lead times. who might never meet face-to-face.1 What is Oracle Sourcing? Oracle Sourcing offers flexible negotiation capabilities to buyers and sellers.1.2 “Glossary”) Terms and Conditions enforcement (See Section 5.6 “How do I copy a sourcing document”) Multiple Currency support (See Section 2. enabling them to efficiently obtain the best possible prices for goods and services. Page 12/209 . The four different types of sourcing documents available .2. quantity.2. Buyers use real-time interaction to obtain information on suppliers' products and services. and item-specific attributes.3. Buyers and sellers.7 “Can I accept responses in multiple currencies”) Multiple Language support Notes and Attachments (See Chapter 6.

Typically an RFQ consists of multiple rounds with competition focused on which supplier(s) can meet the specific requirements in addition to price. The process can last from days to weeks. blind.2 “Glossary”). Suppliers are not allowed to see competitive quotes while the RFQ is in progress. although the close time can be changed manually or extended automatically based on last minute bids. Your specific needs may dictate that you use a negotiation type that has not been specifically recommended for the scenarios listed below. Auctions are typically focused on creating competition between sellers. typically a matter of a few hours. These recommendations should only be used as guidelines. Buyers usually review the received quotes. Page 13/209 . Guidelines for choosing a negotiation type Use the following table to determine which type of negotiation best suits your business needs. Auctions last for a set period of time. Negotiations supports blind and sealed (See Chapter 6.2 Glossary) RFQs. such as office furniture or memory chips.Oracle Sourcing Help RFQs Negotiations supports the full RFQ business process. amend the supplier list and submit a modified RFQ for subsequent rounds of quoting. Auctions enable buyers to solicit bids for goods and services that are clearly defined. and sealed auction styles (See Chapter 6. Auctions Auctions supports the complete auction process from auction creation to final award to purchase order generation. Auctions supports open. RFQs enable buyers to request quotes from suppliers for complex and hard-to-define items or services such as make-to-order manufacturing items or construction projects.

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

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

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

15) Buyers can manually extend an RFI or close an RFI earlier than the scheduled close date.8) Price Elements (See Manual Section 5.4.10) Bidding (See Power Bidding (See Section 5.2. Manual Extend/Early Close (See Sections 2.8) Section 5.8) 5.11) Price Breaks (See Section Price Breaks (See Section 2.4.1.1.1.10) Price Elements Attribute Based Bidding (See Section (See Section 5.1. Convert to negotiation document (See Section 2. Multiple Quotes The RFQ business process allows suppliers to submit a single quote per round.11) an RFQ or close an RFQ earlier Early Close (See Section than the 2. The details of the document such as the controls.4. Multiple If allowed by bidders may multiple bids.4.3. Decrement/Increment (See Section 2.1. or any other users in your organization. and invitation list are copied into a new document which you can edit if necessary.1.1.3 What time saving functions are available to me when creating negotiations? There are many ways you can streamline the creation of sourcing documents: Copying an existing document You can copy documents that you.11/2.3.1.8) Extend/Early Close (See AutoExtend (See Section Section 2.11) Buyers can Manual Extend (See manually extend Section 2. submit Other Proxy Bidding (See Attribute Based Section 5.4. have previously created.1.1. Bids buyer.1.7) 1.2) Information obtained during the RFI can be used to create a new negotiation document.Oracle Sourcing Help Attribute Based Bidding (See Section 5.15) scheduled close Minimum Bid date.1.7) 2.11) 2.4.1.8) RFIs use item attributes to solicit item information from suppliers. terms and conditions. item information. Page 17/209 .1.

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

but also to other features salient to each item.2." Alternatively. The document is released when Page 19/209 . 1.2. buyers define attributes for negotiation items. that allow bidders/suppliers not only to respond to the price. From this page you can access and edit any of your draft negotiations.1. From this page. 1.2. How do I continue working on it? You can continue working on a document saved as a draft by After clicking Save Draft. or display only.Oracle Sourcing Help 1. you see the Confirmation page. these lists are shared across all document types and can be accessed by the buyer as required.1. you can click "Manage Draft Negotiations" to access the Manage Draft Negotiations page.6 What is attribute based negotiation and how can I use it? Attribute based negotiations enable buyers to define multiple item-specific characteristics.2. ensuring that only one user can work on a draft at any time. in essence "answering" the buyer's question.7 I just saved a negotiation as a draft document. optional. 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. you can click "Continue editing your draft. Depending on the setting chosen during the negotiation creation. 1. The buyer then uses the suppliers' responses to qualify the group of suppliers and to determine the best set of suppliers with which to later conduct a negotiation. These attributes represent important aspects of the item for which the buyers need information from their suppliers. and delivery. 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. When creating an RFI.2. these attributes can be either required. Item attributes and their responses comprise the heart of the RFI process.1. quantity. Suppliers reply to the item attribute. You are granted exclusive control until you release it.1.5 Are reusable invitation lists and reusable attribute lists shared across all three negotiation types? Yes.1. called item attributes.8 How do I stop others from editing a draft negotiation I am working on? Every time you edit a draft negotiation the system automatically locks the document.

you are not required to enter any information. 1. The system automatically updates the status of the previous round to Closed. The information from the previous round is enough to save a draft. the system automatically updates the status of the previous round to Round Completed.2. you can delete the draft for the new round from the Manage Draft Negotiations page. However. You can save an negotiation as a draft as soon as you get to Step 2.1.) Another user removes the lock.9 What is the minimum information I need to enter before I can save a draft negotiation? Enter the information required for Step 1 of the creation process.2. If you wish to create a draft for a new round.10 If I have saved a draft of a new Quoting/Bidding round. such as the Sourcing Super User. You submit it (the draft becomes a valid negotiation in the system). It is removed from the system. 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. can I award business to quotes/bids from the previous round? Once you save a new round of Quoting/Bidding.1.12 I know I can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing. Each has its own benefits: Page 20/209 . (Users with the appropriate function security. can unlock draft auctions/RFQ which were locked by other users.1. 1.11 Why do some items in my negotiation have item numbers and others do not? Item numbers and item revisions appear if the negotiation item is AutoCreated from a requisition line having an item from the item master. (The original creator can always unlock a draft.Oracle Sourcing Help You save it.1. The draft creator selects the draft and clicks Unlock on the Manage Draft Negotiations page.2. You delete it from the Manage Draft Negotiations page. Negotiations lines entered directly in Oracle Sourcing can include item numbers and item revisions if the item information was retrieved from the Item Master.) 1. making it available for award.2. 1.

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

suppliers can quote/bid on price. the system will automatically convert the responses to the negotiation currency. 1. you can invite these users Page 22/209 . The winning response is decided based on the buyer's definitions of the relative importance of item attributes. In both price-only and Multi-Attribute Weighted Scoring negotiation.15 What does the Price to Total Score ratio mean? The Price to Total Score ratio is calculated only for Multi-Attribute Weighted Scoring RFQ/Auctions and is used to rank quotes/bids. When you create a new negotiation. In other words. 1. item attributes can be scored and weighted. A buyer can view bids plotted on a Price to Total Score graph to assist in analysis of quotes/bids. the system ranks the supplier only on the basis of price. Whenever you view the responses you have received.Oracle Sourcing Help 1.1. delivery dates and attributes of an item. Though suppliers in a multi-currency negotiation can submit responses in several currencies. the negotiation currency defaults to the functional currency defined for your operating unit. but it offers the lowest price per point of score. quantity. However. it offers the best value for the money.2.18 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.2. 1. however. In a Multi-Attribute Weighted Scoring negotiation.17 Can I accept multiple currencies in my negotiation? Yes. they are allowed to respond in only one currency per response.1. you can allow bids or quotes in currencies other than the negotiation currency.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.1.2. To lower the ratio for an item included in a bid. The buyer can still award the item regardless of the ratio.16 What is the difference between Price-Only and Multi-Attribute Weighted Scoring RFQs/auctions? In a price-only negotiation. The lowest ratio receives the highest rank. The lowest ratio among competing responses may not offer the lowest price. It is the ratio of Quote/Bid price of an item to the sum of the weighted scores of all the Quote/Bid values submitted for that item. the buyer can still award the negotiation to any supplier regardless of the Price to Total Score ratio values.2. reflected in the Price to Total Score ratio.

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

enter the required information. 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. 3.19 How can I invite suppliers to participate in my negotiation? You can invite suppliers to participate in your negotiation by selecting them from the Supplier Master or by applying predefined invitation lists. click "Register a Supplier User. 1. can directly register and approve users.1. From the Portal page. 1. Event Recipient Purpose To inform them that the negotiation is open for previewing or bidding To invite them to acknowledge intent." 2. Select the applications to which the user will have access.2. a buyer with the appropriate authorization can add the company to your Supplier Master). acknowledge intent. You receive a confirmation that the new user has been registered. Click Register.20 What is the purpose of notifications? Who receives them and when? Notifications are used to communicate specific events to users. 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. Search for and select the supplier company name by using the flashlight icon (if the supplier company information does not exist within the system. Invitations are automatically sent to each supplier.Oracle Sourcing Help To register a user yourself: Anyone with the Sourcing Super User authorization.2.1. On the Register an External User page.

and the close date. The negotiation duration is the length of time between either the preview date (if the buyer specified one) or the open date.2. or all a certain Quote/Bid has been quote suppliers in the sealed disqualified RFQ. When the reminder gets sent depends on the duration of the negotiation.1. Negotiation Duration Reminder Email Sent Equal to or less than One hour after the Preview/Open Date 24 hours Page 25/209 .Oracle Sourcing Help Disqualify a bid or Supplier whose response To inform the supplier the bid has quote has been disqualified been disqualified All bidders in the open and To inform all bidders/suppliers that Disqualify a bid or sealed auction. they receive a reminder email notification once the negotiation has opened for either previewing or responding.21 When does an invitee receive a reminder email notification? If companies do not acknowledge participation by a certain time. 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.

if they are added after the original reminder time. Such acknowledgments are intended to enhance communication between buyers and suppliers and inform buyers of the potential participation. the reminder is not sent. these new invitees receive reminders at the original time. however. then invitees do not receive a reminder. Page 26/209 . Once you have completed this spreadsheet. you can upload it to enter your responses into the system to. then invitees do not receive any reminder.1.1. they do not receive reminders.2. It is not mandatory to acknowledge your intent before submitting responses. you can respond to negotiations created by your company's affiliates. The new round of negotiation is now treated as a regular new negotiation and invited companies in the new round should acknowledge their intent to participate again.2. 1. If the buyer starts another round of negotiation before the reminder time. you can download a spreadsheet which you can complete offline to specify your response information. However. If additional companies are added before the original reminder time.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.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.2. canceled or deleted before the reminder time. If the negotiation is closed. they receive it at the original reminder time. Otherwise.1. 1. 1. You cannot respond to any negotiation that your company owns.23 Can I respond to a negotiation created by someone in my company? No.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. Bulk loading is also useful if you respond in similar negotiations that occur repeatedly.

" Select the indicator and specify whether users can override your selection. Page 27/209 . In Oracle Sourcing. You can search for the purchase orders in Oracle Purchasing by entering the negotiation data. On the Award Summary page.2. You can also search Oracle Purchasing by entering the original requisition information. 1.2. 1.26 How many characters can be entered into the Item Description and the Note fields? For an Item Description field. which includes the purchase order numbers along with other information.25 Can I invite additional suppliers to an RFQ or auction I've already created? Yes. the negotiation number. click the response number link to view the information on that response including the corresponding purchase order created for that response.2. For a Note field. Click the Administration tab.1. and then click "Negotiations Configuration. As the system administrator. This displays all purchase orders for a particular negotiation.1.1. On the Negotiations Summary page. select Award Summary from the Action menu and click Go. You can check your Notifications for the Purchase Order Creation Notification.1. for example. 1.27 Can the system administrator require buyers to use a certain rank indicator? Yes.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 2000 characters. you can require a particular indicator be used for all negotiations.Oracle Sourcing Help 1. Any user assigned the appropriate job function can add suppliers to an RFQ or auction any time before the close date and time. you can enter a maximum of 240 characters. access the negotiation whose associated purchase orders you wish to see by entering the negotiation number into the Search Negotiations fields.2.

5 “How do I use price elements”).3 “How do I create and edit negotiation templates”). Reusable attribute lists (See Appendix 7.2. Buyers initiate RFQs that may include multiple line items by publishing the RFQ and inviting suppliers. RFQ modification or awarding (See Section 2. 4.3. RFQ monitoring (See Section 2. buyers can review quotes and award the RFQ or submit a modified RFQ for another round of quoting.1. Once suppliers have submitted an initial round of quotes.Buyers can monitor real-time quote activity and take appropriate action. RFQs typically consist of multiple rounds with competition focused on whether supplier(s) can meet the specific requirements.2 Getting Started with RFQs RFQs support the full business process to solicit quotes from suppliers.3 “How do I respond to a negotiation”).4. Quote preparation and submission (See Section 5. Page 28/209 . RFQs supports both blind and sealed RFQs.2 “How do I monitor the negotiations I have created”).1 “How do I create an attribute list”).2.Suppliers view the RFQ details and submit their quotes online. Buyers analyze the quotes and either award the RFQs or modify the RFQs and open them for another round of quoting. The RFQ process usually lasts days or weeks through multiple rounds of negotiations. Steps in the RFQ process include: 1. 2. RFQ creation (See Section 2.1 “How do I create a new negotiation”). suppliers are immediately notified of the results via online notifications.1.Oracle Sourcing Help 1.1. Once the RFQ is completed. RFQ is typically used for complex items or services such as made-to-order manufacturing items or construction projects. Suppliers cannot view competing quotes while the negotiation is in progress. The suppliers' responses to the RFQ allow the buyer to compare quotes and negotiate the best price and specifications for the good or service.1. Reusable invitation lists (See Section 2.1.5.1.4 “How do I create and edit a reusable invitation list”).2. RFQs enable buyers to collect quotes from suppliers for complex and hard-to-define items or services.4 “How do I award business in an RFQ or auction”).2. Price elements (See Section 2. 3. RFQ Capabilities RFQ templates (See Section 2.

Oracle Sourcing Help Price breaks (See Section 2. (5. (See Section 2.16 “Why would a negotiation have special terms and conditions”) Quoting online (See Section 5. Monitoring quote activity in real-time (See Section 2.1.4 “How do I award business in an RFQ or auction”). Canceling RFQs (See Section 2. Manual extend (See Section 2. Graphic RFQ monitor (See Appendix 7.5 “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 does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”). Multiple RFQ styles: blind or sealed (See Section 6.4.2 “Glossary”).4.6 “How do I submit a response online”) and offline (spreadsheet quoting).15 “How do I close a negotiation before its scheduled close date and time”).1.4. Terms and Conditions enforcement (See Section 5. Page 29/209 . Real-time status updates Notes and attachments (See Section 6.14 “How do I initiate a new round of responding”).7 “What are price breaks. RFQ.6 “Why are some RFQs and auctions associated with a sourcing event”).5.5.1.5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”).1.1.13 “How do I download a spreadsheet and respond offline”).4. and how do I use them”).2 “How do I monitor the negotiations I have created”).4.4.9 “How do I disqualify responses I receive for an RFI. Online or offline awarding capability (spreadsheet awarding).11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2. Capture Total Cost (See Appendix 7. Sourcing Events (See Appendix 7. Quote comparison (See Section 2.7 “What are reusable price elements and how do I create them”).3. or auction”).1. Multi-round quoting (See Section 2.16 “How do I cancel a negotiation”)and Disqualifying quotes (2. Integration with Oracle Purchasing (See Section 2.2 “Glossary”).8 “How do I use item attributes and price elements when responding to a negotiation”).

The system validates the data.2. Quote Currencies Additional currencies in which quotes will be accepted.3 Frequently Asked Questions: RFQs 1.3 Can I cancel or retract my quote? No.3. Quotes are converted to the RFQ currency for quote review.3.2. Suppliers can choose the Quote currency in which they will place their quotes. 1. ensuring the integrity of the submitted RFQ items.2.3.2. You can prepare your list of RFQ items offline and upload the completed spreadsheet. Page 30/209 . 1. The Unseal Date is the date when the buyer unseals the unlocked RFQ allowing the suppliers to view the quotes as well. you can upload items using a spreadsheet.3. you can submit multiple quotes within the same round. In a Multi-Attribute Weighted Scoring RFQ. but quote disqualification is at the discretion of the buyer.2 Can I submit multiple quotes per round? If allowed by the quote controls. You can contact the buyer who created the RFQ and ask to have your quote disqualified. 1. It is the RFQ buyer's reference and review currency.3.Oracle Sourcing Help 1. 1. but you must enter the weights and scores for an item's scored attributes online. An RFQ buyer can setup an RFQ to accept quotes in multiple currencies by selecting the RFQ currency and then identifying any Quote currencies in which quotes will be accepted.2.1 What are the Unlock Date and the Unseal Date? The Unlock Date is the date when the buyer unlocks the closed RFQ to view the received quotes. This allows you to create your multi-line RFQ quickly.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.2.5 What is the most efficient way to create an RFQ with several line items? You can use the spreadsheet functionality to create an RFQ with several items.

Page 31/209 . This is one of the feature of RFQs and mirrors the general off-line behavior of this negotiation model. spreadsheet items are validated to ensure the integrity of the submitted quote.3. 1.7 How can I view the quote values for all the price elements of an RFQ item? You can view the quote values for an item's price elements from the Negotiations Summary page. 1. During the upload. you can enter the address in the Additional Contact Email field during negotiation creation.2. Downloading the RFQ contents allows suppliers to quickly respond.2. the most efficient way for a supplier to quote is to use a spreadsheet to download the contents of the RFQ and prepare the quotes offline.8 What is the Promise Date.6 What is the most efficient way to quote on many line items in an RFQ? If an RFQ consists of many line items. 1. An automatic invitation will be sent to each invited supplier. you can enter a Promise Date to differentiate your response from other competing responses. the Promise Date is optional. In all other cases. Once the supplier has provided you the email address. you can invite additional suppliers by using the same process employed during the initial RFQ creation. When creating additional rounds for an RFQ.2. 1.10 How can I invite a group of people from a supplier? Ask the supplier (or a supplier contact) to create a group email list that includes all the individuals who should receive the negotiation notifications. Promise Date is an required field. When Promise Date is an optional response.2.3. and why would I enter one? In an RFQ whose outcome is a standard purchase order.2.3. the Promise Date is required only if the RFQ uses multi-attribute weighted scoring and Promise Date is one of the scored attributes. completing multiple item attributes. 1. Suppliers complete the quoting process by uploading the spread sheet back to the system.2.3.Oracle Sourcing Help 1. In an RFQ whose outcome is a blanket purchase agreement. You can invite suppliers by selecting them from the supplier master list.3.3. See How do I invite suppliers to my RFQ or auction? for details on identifying contacts.11 Can I invite additional suppliers to subsequent rounds of an RFQ? Yes.9 Is an RFQ always blind or sealed and why? An RFQ is always either blind or sealed.

3.2.Oracle Sourcing Help 1. can I see who is bidding? In a sealed RFQ. however. none of the details are available for viewing by any suppliers. select Close Early from the Action menu to close the RFQ. Once the buyer has unlocked and unsealed the quotes. On the Negotiations Summary page. 2. you can use the Graphical Monitor to view quotes. you cannot see either the name of the respondent or the details of the bid until you unlock the RFQ. Use the negotiation number in the Search Negotiations fields on the Negotiations Home page to access the negotiation. Select Start New Round from the Action Menu.3. 1. 1. you can start another round of quoting. 3. On the Start New Round page. 1. you can manually close your RFQ earlier than the original close date/time. you can modify the following: Title Style Ranking method Rank indicator Preview Date/Time Open Date/Time Close Date/Time Award Date/Time Collaboration team information Item information Invitation List Notes and attachments Page 32/209 .2. 1.3.13 Why can't I see the graphical monitor in a sealed RFQ? While an RFQ is sealed.15 How do I start another round of quoting in an RFQ? Once an RFQ has been closed.14 Can I close my RFQ earlier than the original close time? If you select the Early Close option when specifying quote controls.2. you can see how many quotes are being placed.3.2.12 In a sealed RFQ.

the business terms and conditions and intended bidders. Bidders participate in the auction by viewing the Page 33/209 . Negotiations allows buyers to establish either public or private auctions to meet the specific needs of buyers. Responding to the auction (See Section 5.4 Getting Started with Auctions Getting Started with Auctions Auctions offer complete. Auctions last for a set period of time. Because most auctions are open for short periods of time.3 “How do I respond to a negotiation”).The buyer defines the auction and includes all the auction item information. Steps in the auction process include: 1. Prices are established based on actual supply and demand at the time the auction is transacted.1. quantity and item-specific attributes. Auctions are typically focused on creating competition between bidders. 2. flexible auction capabilities to buyers so they can efficiently obtain the best possible price for goods and services. Auctions allow real-time interaction to drive dynamic prices based on information that extends beyond price to include lead times.2.1 “How do I create a new negotiation”).2. the bidding process moves quickly which results in increased competition. such as office furniture or memory chips.1. Creating the auction (See Section 2.Oracle Sourcing Help 1.1. Auctions enable buyers to solicit bids for goods and services that are clearly defined. typically a matter of a few days. although the close time can be extended manually or automatically based on last minute bids.3.16 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.

10 “What is proxy bidding and how does it work”).3. Power bidding (See Section 5. Capture Total Cost (See Appendix 7. Autoextend feature (See Section 2.11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2. The buyer analyzes the bids and awards the auction based on the price. bid quantity.6 “Why are some RFQs and auctions associated with a sourcing event”). Monitoring the bid responses (See Section 2.1. bidders can view competitive bids during the auction.2.The buyer and all other participants can monitor the real-time activity during the auction and take action as necessary. Proxy bidding (See Section 5.11 “What are response controls”).Oracle Sourcing Help auction items and submitting bids online.5. Price elements (See Section 2.4. Attribute based bidding (See Section 5. Evaluating and awarding bids (See Section 2. 3.3. If permitted by the auction rules. Page 34/209 .4 “How do I award business in an RFQ or auction”). Reusable attribute lists (See Appendix 7. Reusable invitation lists (See Section 2. Multiple Auction styles: open. blind or sealed (See Section 6.1.1.2 “How do I monitor the negotiations I have created”). Minimum Bid Decrement/Increment (See Section 2.1. Auction features include: Auction templates (See Section 2.1.1.11 “What are response controls”).4 “How do I create and edit a reusable invitation list”).2 “Glossary”).1. bidders are immediately notified of the auction results via online notifications. 4.4.12 “What is power bid”).1. Sourcing Events (See Appendix 7.1.1.1.7 “What are price breaks.1 “How do I create an attribute list”).7 “What are reusable price elements and how do I create them”).5 “How do I use price elements”). Once the auction is completed. Price breaks (See Section 2. bid attribute value(s).3 “How do I create and edit negotiation templates”).4.2.2. and how do I use them”). Manual extend (See Section 2.8 “How do I use item attributes and price elements when responding to a negotiation”).15 “How do I close a negotiation before its scheduled close date and time”).

Integration with Oracle Purchasing (See Section 2.9 “How do I disqualify responses I receive for an RFI. Bid comparison (See Section 2. Page 35/209 .4 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”). Online or offline awarding capability (spreadsheet awarding).1.2 “Glossary”).1.2 “How do I monitor the negotiations I have created”).4.16 “How do I cancel a negotiation”) and Disqualifying bid (2.5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”).5.4 “How do I award business in an RFQ or auction”). Graphic Auction Monitor (See Appendix 7.13 “How do I download a spreadsheet and respond offline”). Monitoring bid activity (See Section 2. RFQ.Oracle Sourcing Help Canceling auctions (See Section 2.1. (See Section 2.5. (5.1.4.5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Notes and attachments (See Section 6.6 “How do I submit a response online”) and offline (spreadsheet bidding). Purchase order generation Real-time status updates Bidding online (See Section 5.4. or auction”).

5 Frequently Asked Questions: Auctions 1.2.5. but only the buyer can see the identity of the bidder. 1.1 What are the different auction styles? The buyer can choose from three types of auctions: Open: everyone can see the bid content. 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. links. Buyers are not required to designate a target price for every item. You can elect to display the target price to participants.6 Can two people from the same company bid on the same auction? Yes. buttons.Oracle Sourcing Help 1. 1.2 What is the difference between Quote/Bid start price and target price? When creating a new RFQ or auction. Blind: Only the buyer can see the bid content Sealed: Neither the buyer nor the suppliers can see the bid content until the auction closes. The bid controls for this auction allow multiple bids per round .5 Can someone in my company award an auction that I create? If granted the appropriate authorization.5. The buyer can see the bids once the auction is unlocked.2. The target price is the price you hope to pay for one unit of an item. 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. Note: Two people from the same cannot quote in the same RFQ. All registered users in a company can bid on the same auction.2. They have the appropriate function security (See Section 6.1.2.4 What is the target price used for? The target price is mainly used for internal performance analysis for the buyer.5.2.5.3 Why isn't there a target price for every item? Target price is an optional value.2.4 “Why can't I access some pages. Page 36/209 . The auction to which they are responding is not owned by their company 2. 1. 1. or task bar options”). The buyer can also choose to display the target price to the bidders for reference.5. someone else at your company can award an auction created by you. Everyone can see the bid content once the auction is unsealed.2. 1. provided that: 1.5. and 3.

5. or auction has closed.2.1. RFQ.1.5.2.13 “How do I invite suppliers to participate in my negotiation”) to participate.5. you are not required to send invitations to any suppliers.9 How do I initiate a new round of quoting or bidding? After your RFI. and your RFQ/auction appears in that supplier's "Open Invitations" list of invitations. can they view each other's bid details? Depending on the auction style. none of the previous responses submitted are available for awarding. why would I invite suppliers to participate? For a public RFQ/auction. 1. However. you might want to send invitations to increase specific suppliers' awareness of your RFQ/auction and encourage participation.Oracle Sourcing Help 1.7 When two respondents from the same company place bids. you can initiate a new round of responding if you set the controls to allow multiple rounds of responses (RFQs always permit multiple rounds of quoting). After you initiate a new round of responding. Page 37/209 . When you invite a supplier (See Section 2. the bidders will be able to see different information as shown below: Auction Style Other Bidder's Viewable Information Company Name Time of bid Bid details Any Notes and Attachments (if notes and attachments are viewable for auction) Company Name Time of bid Company Name Time of bid Open Blind Sealed/Locked Company Name Sealed/Unlocked Time of bid or Bid details Sealed/Unsealed Any Notes and Attachments (if notes and attachments are viewable for auction) 1. that supplier receives an e-mail notification about your RFQ/auction.2.8 If my RFQ/auction is open to all suppliers.

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

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

Click Controls to modify negotiation control information. You can also add new suppliers. *Close Date The new date and time the RFI.5.2. You can remove any supplier from the invitation list for the new round. If there are no approvers defined for this document. you can enter the date and time (prior to the open date and time) the negotiation is available for previewing by all eligible participants. Preview Date For RFIs.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 Review. Additionally. o Possible Date Modifications *Open Date Date and time you want the new round of responding to begin. 7. any uninvited suppliers who responded in the previous round are also automatically added to the invitation list for the new round. or auction closes. o Response Controls Modify other Response Controls as necessary.Oracle Sourcing Help 5. click Publish. click Submit for Approval. If there are approvers defined for this document. RFQ. 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. 1. Review your updated negotiation information. 6. Page 40/209 . RFQs or auctions opening in the future. You can also choose to open the negotiation immediately. Note that you have to specify a new closing date. Click Suppliers to modify your invitation list. You can also choose to open the negotiation for preview immediately. o Possible Invitation List Changes If you invited suppliers in the previous round. they are automatically added to the invitation list for the new round.

16 What is a Single Best Bid? A Single Best Bid is a response to an auction that allows only one bid per company.2. When the bid control "No .Oracle Sourcing Help 1.5. the bidder can contact the buyer and ask to have the bid disqualified.5. once one user at a company responds. Bid disqualification. Bidder B receives the higher rank because the proxy bid was created by the system after Bidder B's bid. a company can place one bid in each round when being invited to that round Page 41/209 . 1.12 Why can't I always view scores and weights set up by the buyer? The buyer can optionally hide scores and weights from the bidder. the bidder can only view the resulting Price to Total Score for a bid. Bidders cannot respond to display only attributes so there is no value for comparison.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.11 Can a bidder retract a bid? If a bidder has submitted. that is. best bid" is selected for a multi-round auction. You can also specify if the autoextend is for the entire auction or particular line items. Manual Extend allows you to manually extend your auction close date/time before the auction closes.5. The response is at the company level. however.2. 1.2. AutoExtend extends the duration automatically if new bids are received in the closing minutes of the auction.5. 1. When the buyer hides scores/weights.13 Why are display-only attributes not visible in the Bid Compare page? Display only attributes are used to convey information to bidders. is up to the discretion of the buyer. 1. You can also define the total number of auto extensions and the extension period.A bidder must submit a single. if Bidder B bids triggering a proxy bid for Bidder A and the resulting bid results in the same Price to Total Score ration. 1.5. no other user at the same company can bid.2.2.5.15 How do two bids with the same score get ranked if the prices are the same? The earliest bid gets a higher rank. You can specify whether the auction is extended from the original close time or from the time when the winning bid has been received.2. For example.

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

5. To avoid these situations.2. Supplier B then bids USD 94.19 Can a bidder see the names of the other bidders? Bidders cannot see other bidders' identities.2. Supplier identities are never revealed to other bidders.5.00 with a score of 100 for the same item. Supplier A's proxy is triggered to place a new bid of USD 84. not just the bid price.00. This bid (84/90) is now the winning bid. since proxy bids are generated based only on the price of the competing bid.18 How does Proxy Bidding work in Multi-Attribute Weighted Scoring auctions? You can define Proxy Bid parameters with Multi-Attribute Weighted Scoring auctions similar to price-only auctions.00 and a proxy minimum of USD 75. he cannot modify any attribute responses to try to improve his score. And since Supplier A's proxy minimum (75.00. Therefore. a proxy bid decrement of USD10. You may need to cancel the proxy bidding process to redefine attribute information to improve your price to total score ration. However. you may need to closely monitor Multi-Attribute Weighted Scoring auctions which also use proxy bidding.Oracle Sourcing Help 1.00. This bid (94/100) is better than Supplier A's bid (95/90).00 with a score of 90 for the item. a bid can be beaten based on the Price to Total Score ratio without triggering a new proxy bid. Supplier B's bid is the winning bid even though the bid price is higher.00) has not yet been reached. Supplier A's proxy is not triggered. For example. Now Supplier B's bid (92/100) is better than Supplier A's bid (84/90). but since Supplier B's bid price is still higher than Supplier A's bid price. Supplier A's proxy will only be triggered again if there is a bid with a price lower then USD 84. Supplier B then places another bid of USD 92.00. Page 43/209 . Supplier A places a bid of USD 95. Since Supplier B's bid price is less than Supplier A's bid price. 1.

1.1.1. and how do I use them in my negotiation”) Invite Your Suppliers (See Section 2.2 How do I create a new Request for Information (RFI)? RFI's are used to qualify suppliers and their goods and services for subsequent procurement activities. and Buyer's Auctions 2. Therefore. Page 44/209 .7 “What are contract terms and conditions. o If you have previously created an RFI. RFQs.1.1 How do I create a new negotiation? Use the instructions on this page to create Sourcing negotiations (RFIs.1. or auction.1. This allows you to return to the creation process at a later time or have multiple people working on the same negotiation.1.1.11 “What are response controls”) Enter Your Terms and Conditions (If Oracle Procurement Contracts is bought and licensed) (See Section 2. the information contained in the RFI can be copied into an RFQ or buyer's auction. RFQ. one unique feature of an RFI is that buyers can choose to define negotiation line items without price and quantity and specify lists of criteria to which suppliers must respond. Enter Negotiation Lines (See Section 2.6 “What information must I provide to create my negotiation header”). At the conclusion of the RFI cycle.Oracle Sourcing Help 2.1 Creating RFIs. You can also create new negotiations quickly by applying a negotiation template.1.9 “How do I add lines to a negotiation”). you can save time by copying an existing RFI/RFQ/Auction.4.1. Define Your Response Controls (See Section 2.1. Help for Sourcing Buyers 2. RFIs can be taken to multiple rounds until the buyer has enough information to identify supplier(s) with which to deal.1. RFQs. You can create a negotiation and save it as a draft before submitting it. 2. There are four main steps to creating a new negotiation: o o o o Create Your Negotiation Header (See section 2.1.1 Creating Negotiations 2.1.13 “How do I invite suppliers to participate in my negotiation”). and buyer's auctions). RFIs are used more for gathering information on goods and service provided by a supplier than to lock in particular price information.

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

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

one-step access to your most commonly performed Oracle Sourcing tasks.3 How do I use Quick Links? The Quick Links section of the Negotiations Home page provides easy.1.1. When using AutoCreate.1. you can use requisition information in Oracle Purchasing to create a draft sourcing document that you can then access and edit.1. You can use this number to access the document in Oracle Sourcing and to Page 47/209 . you can search for requisitions according to different attributes such as item or category and include them in a single document. Buyer Operations Creating negotiations Creating templates and reusable lists Managing draft negotiations Creating and managing sourcing events Updating profile information Supplier Operations Responding to negotiations Monitoring active responses Managing draft responses Viewing award decisions Updating profile information 2. The backing requisition information is carried over from Oracle Purchasing and used throughout the creation process.4 How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents? If your Oracle Sourcing system is integrated with Oracle Purchasing. The table below shows some of the operations available Sourcing Buyers and Sourcing Suppliers by using Quick Links. Requisition information in Oracle Purchasing can come from any of several locations such as: Oracle iProcurement Oracle Purchasing Using AutoCreate AutoCreate allows you to select requisitions stored in Oracle Purchasing to create a Buyer's Auction or Sourcing RFQ. The AutoCreated document is assigned a document number. AutoCreate uses the requisition information to create a Buyer's Auction or Sourcing RFQ. Once you have identified the requisitions in which you are interested.Oracle Sourcing Help 2. Simply clicking the link takes you to the page where you initiate the operation. The links are organized by task and negotiation type so you can find the link for the task you wish to perform.

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

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

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

you can use the "Manage" link under the Drafts area of Quick Links on the Negotiations Home page to access the draft negotiation. The backing requisition information is viewable during the creation/editing process. Page 51/209 . If this negotiation document was originally created in Oracle Purchasing. you can be transferred directly from AutoCreate to Step 1 in the negotiation creation process in Oracle Sourcing. and you change the Organization. Organization The operating unit. the title cannot be changed. Otherwise. the page refreshes and you will lose the information you entered. for example in the Payment Terms field. Note the following about negotiations created by AutoCreate: Any backing requisition information is not updateable in Oracle Sourcing. Once you have accessed the draft negotiation.1. your first step is to create your negotiation header. this value cannot be changed.Oracle Sourcing Help Accessing the draft document If your Oracle Purchasing application is set up to allow it. The organization you select here determines the values for many later attributes (such as the negotiation currency and shipping addresses). the backing requisition information is carried forward and this field cannot be updated. To create your negotiation header: Complete the following fields (*indicates a required field): *Title The name by which this RFI. or auction will be known.1.6 What information must I provide to create my negotiation header? When you create a new negotiation. continue editing it using the instructions in How do I create a new negotiation? beginning with Step 2: Enter Item Terms. Style Event Security Level You can select a security level to restrict access to the sourcing document. Buyer The creator of the negotiation. This header contains negotiation level information related to the entire negotiation. RFQ. You must specify a title for your negotiation and once defined. Note that if you have entered information on this page. Once you proceed to the next step. 2. to which this negotiation applies. such as a division or department.

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

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

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

If one attribute is weighted. o Attachment Click Add Attachment to browse for an attachment to assign to this negotiation. This column is only displayed if weights are enabled as part of the Scoring Settings. For example. Though suppliers in a multi-currency negotiation can submit responses in several currencies. you can accept responses in currencies other than the negotiation currency.1. an attribute with a weight of 25 is half as important as an attribute with a weight of 50. the system will automatically convert the responses to the negotiation currency. 2. Maximum Score Accept the default or enter the maximum value that can be entered for this attribute. The sum of weights for all header attributes must add up to 100. This note appears on the negotiation summary page and can be viewed by suppliers. click Manage Response Currencies. Notes and Attachments o Note to Suppliers You can add a note to the supplier by entering it in the text box. all must be weighted (although the weight can be 0.7 Can I accept responses in multiple currencies? When you create a new negotiation. Whenever you view the responses you have received. Delete You can delete this attribute by clicking the trash can icon. There is a system default defined by the Sourcing Super User.1. effectively "unweighting" that attribute. Display Target Indicate whether you want suppliers to see your Target Value . the negotiation currency defaults to the functional currency defined for your operating unit.Oracle Sourcing Help Enter a target value for the header attribute (for example: 30 or more years in business). On the Create Header page. they are allowed to respond in only one currency per response. Weight Weights are used to indicate the relative importance of header attributes. However. but this can be overridden by specifying a default value on the score settings page. To define your currency list and currency exchange rates: 1. Page 55/209 .

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

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

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

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

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

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

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

Finally. From the Add Line menu on the Create Lines page. On the Lines: Create Line page. The Description.1. If you need to specify price breaks.1. Create attributes as needed to solicit any additional information for this line. fixed-rate line type. 5. To define a temporary labor. Unit of Measure and Category will default according to the Job you select. Search and select a job from the Job menu. 5. You can include services-related lines with regular amount-based and goods-based lines. make sure you select the Global Agreement checkbox. ensure that you choose Blanket Purchase Agreement as the negotiation outcome for temporary labor line types. and click Go. To define a temporary labor. 10. if appropriate.Oracle Sourcing Help 2. Search and select a Job from the Job menu. rate-based line: 1.10 How do I define services related lines? Services related line types allow you to negotiate on labor contracts. 2. click Select Price Break Settings and ensure it is not set to None. For temporary labor line types. Continue defining the remainder of the negotiation. Continue defining the remainder of the negotiation. and then click Go. Follow steps 1 and 2 above. make sure you select a temporary labor. 11. Job Details. 3. 4. Create attributes as needed to solicit additional information for this line. vacation). or click Load from Spreadsheet to upload a previously completed spreadsheet file containing all the line information On the Lines: Create Line page. rate-based line type. select Online to continuing entering your line description online. Enter your price breaks including Price Differentials. 3. Also. The Description. add any notes or attachments to the supplier. 6. add notes or attachments to the supplier. Page 63/209 . 6. 8. and Category will default according to the Job you select. Job Details. 2. fixed-price line: 1. 7. 4. and specify the differential associated with this price type. Specify how price differentials are to be used within the negotiation (for example. is a response to the price differential required) Select the price type (for example. Finally. General services fixed-price lines use a negotiation outcome of standard purchase order. 9. Enter values in your price fields if necessary. make sure you select a temporary labor.

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

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

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

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

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

auctions are open to all bidders by default.1.13 How do I invite suppliers to participate in my negotiation? Participation in RFQs Participation in RFQs is by invitation only by default. You can select the bidders you wish to notify from a list of suppliers. 2. you do not have to explicitly invite any suppliers. You can use the same list for all negotiations. If there are multiple supplier sites (Supplier Site is another term for Address Name). Search for and select the Invitation List you want to apply. Select how you wish to search for suppliers: o o Click the Add Supplier to search for and add suppliers to your invitation list. and any response controls. you can create a participants list on the Create Negotiation: Suppliers page: 1. Participation in Auctions Unless you specified differently on the negotiation Controls page. business terms and conditions. 3. Even though the auction is already open to them. line(s). Inviting suppliers After entering your negotiations description. you can apply a predefined invitation list that identifies these bidders. you can choose to also send certain bidders notifications of a particular auction to encourage their participation. Click Add Invitation List to apply a predefined list of suppliers. You can restrict your auction to bidders you specifically invite by selecting the appropriate control on the negotiation Controls page. If you do.Oracle Sourcing Help 2. To invite specific suppliers see Inviting Suppliers below. and you must invite at least one supplier. However. To invite specific suppliers see Inviting Suppliers below. Page 69/209 . or if you frequently invite a certain group of bidders. select the specific site you wish to invite to the negotiation. Different sites for the same supplier can each submit a response. From the search results. you can choose to open your RFQ to all suppliers. You return to the previous page.1. Bidders will see your auction when they search using the Active Auctions page. select the suppliers you wish to invite and click Invite.

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

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

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

" 3. 2. you can add these participants to a reusable invitation list. On the Reusable Invitation Lists page. click Submit on the Review and Submit page. then edit your template and select a new status from the drop-down menu at the Status field. 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. and auction). complete the following fields (*indicates a required field): o o o *List Name *Description *Access Invitation lists can be public or private. Sourcing Super Users or users with the Manage Invitation Lists authorization can create. An active list can be used immediately.Oracle Sourcing Help want to change your template's status to Inactive. edit the list and change the status to inactive. but will not be available for use until reactivated.1. RFQ. Page 73/209 . o Status Invitation lists are initially created as active.2.4 How do I create and edit a reusable invitation list? If you typically invite the same core group of suppliers to many of your negotiations. On the Create Invitation List page. 2. To create a new invitation list: 1. edit and manage public invitation lists as well as their own private lists. Complete the remaining pages by filling out the fields as appropriate for the negotiation type. 4. The same list can be used for all types of sourcing document types (RFI. You can add an invitation list(s) when creating a new Sourcing document. Click "Invitation" under the Reusable Lists area of Quick Lists on the Negotiations Home page. Once you have defined your template. An inactive list will be stored on the system. Inactive templates will be stored in the system. To inactivate a list. click "Create New Invitation List. Your new list will default to private. Only you can create. All users in your company with the correct authorizations can view and use public lists. edit. you must complete and submit your template. only you can use your private lists. but cannot be used to create a new offer until you change the status to Active. and use your private lists.

including change the access and status. any attributes/price elements defined for the template are added to any attributes/price elements you define via the spreadsheet." then search for suppliers to add to your invitation list. The value specified in the spreadsheet. You can also add or delete suppliers. Click "Invitation" under the Reusable Lists area of Quick Lists on the Negotiations Home page.1. When you are finished. and manage public invitation lists. or 2. 6. To edit an invitation list you have created: 1. find your list. The value defined for the RFQ/Auction template.1. you can edit public lists. 5. 4. click Apply. update your list description. you can add an entry for each site for that supplier if you choose.2. click Submit. If you wish to add more suppliers to your list. For a supplier with multiple sites. 8. 7. Search for the list you wish to update. When you have finished adding suppliers. 5. Select the supplier(s) and click Add to Invitation List. On the search results page.6 What happens to the attributes/price elements when I create a negotiation by applying a template and using spreadsheet upload? When you create an RFQ or auction by applying a template and then use the spreadsheet upload feature to add your items. you can choose a specific supplier site to associate with this list (Supplier Site is another term for Address Name). click "Add Suppliers" again and follow the perceiving instructions. 4.5 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. then click Edit.2. 3. 2. If you are have the Manage Invitation Lists job function. On the Edit Invitation List page. 2. If the template and spreadsheet have conflicting category values. 2. Page 74/209 . status. and access as appropriate. the system uses the following hierarchy to determine which category value to use: 1.Oracle Sourcing Help Sourcing Super Users or users with the Manage Invitation Lists job function can create. Click "Add Suppliers. If the supplier you selected has multiple sites defined in the system. edit.

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.000 miles on the odometer. using an attribute to define this specification calls attention to the specification. For example. If there are duplicate attribute/price elements between the template and the spreadsheet. if there are three attributes/price elements for your template. Attribute Scoring. item A with four attributes/price elements. Price Elements.3. RFQ. a buyer can create an auction to buy a fleet of 12 vehicles for a delivery service." and "SKU number. the attribute/price element specified by the template. and do not apply to all lines in the negotiation. While the buyer could enter this information in the auction line description." Metal industry negotiation items can include "grade of metal" as an attribute. For more information about how to add line attributes to your negotiation items. The attribute(s) are added to that line only.3 Item Attributes. the buyer can add an attribute called "mileage" to specify that the bid item must have fewer than 12. For example.1. and item B with two attributes/price elements. 2. and your spreadsheet upload includes two items. and Price Breaks 2.1.1. 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. Page 75/209 .2 How do I add line attributes to my negotiation? You can add multiple line attributes to any line in your negotiation. the attribute/price element specified on the spreadsheet 2. you may choose to add one or more line attributes to that line. auction). Line attributes define 1) unique specifications that you set for a negotiation line. and why would I add them to my negotiation lines? When you add a line to a new negotiation (RFI. retail industry negotiation items can include such attributes as "color.3. In addition. Adding these as required item attributes that are displayed to bidders can customize your negotiation items to your specific industry." "style.1 What are line attributes. When the buyer adds the line (vehicle) to the auction. if the buyer marks this attribute as required. then bidders must enter the mileage of any bid. the precedence is: 1. and 2) the details that a participant should provide when responding to that negotiation line. see "How do I add attributes to my negotiation lines?" 2.Oracle Sourcing Help For example. Line attributes can call attention to industry-specific characteristics.

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

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o

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

o

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

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

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

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Oracle Sourcing Help

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

Oracle Sourcing Help

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

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

31/12/2002 > 01/01/2003 Red Blue 60 100 100 80 50 100 75 Given these definitions. and Response 2 would be designated as the best response even though the bid price for Response 2 is higher. Response 1: Attribute Quantity Need-by Date Color Price Response Value 980 15/11/2001 Blue $250 Total Score: (60 * 50) + (80 * 30) + (75 * 20) / 100 = 69 Price to Total Score Ratio: 250 / 69 = 3. the price to total score ratios for the following two possible responses are calculated as shown.Oracle Sourcing Help Quantity Quantity Need-by Date Need-by Date Need-by Date Color Color < 1000 > 1001 < 31/10/2002 01/11/2002 .62 Response 2: Attribute Quantity Need-by Date Color Response Value 1200 05/01/2002 Red Page 80/209 .

The system can then include the suppliers' responses to your line attributes when calculating the best response. To use weighting and scoring when defining a negotiation: 1. See What are line attributes? for information about defining line attributes. However you may want to consider supplier responses to other line attributes in addition to price being offered when determining the best response. 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. Grade). *Indicates a required field: o *Attribute (up to 240 characters) Name your line attribute (for example: Mileage. You can accomplish the by specifying weighting and scoring values for your line attributes.53 2.4 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. navigate to the Attributes table and click Add Another Row. 5. use the instructions in "How do I add lines to a negotiation"? to enter the line data and other required and optional line information. o Attribute Type Page 81/209 . enter your line attribute information. click "Lines" in the navigation bar in the top left hand corner. PPM Defect Rate.Oracle Sourcing Help Price $300 Total Score: (100 * 50) + (50 * 30) + (100 * 20)/100 = 85 Price to Total Score Ratio = 300 / 85 = 3. Make sure you select Multi-Attribute Scoring from the Ranking menu. 4. 3. Groups are used for categorizing attributes.3. See "What information must I provide to describe my negotiation header"? After you have defined the negotiation header. On the Lines: Create Line page. o Group Select one of the predefined attribute groups. When the page refreshes. To enter a line attribute.1. 2. Select Online from the menu and click Go. On the Create: Lines page.

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

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

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

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

To edit the list. Or you may be willing to pay more per unit if your supplier can ship the order to a special location. The list status (Any. You can then enter different assumptions into the system and have it calculate which response is the best.7 What are price breaks. search and select the list you want to edit. Click the Price Element link under Reusable Lists on the Quick Links section of the Negotiations Home page. On the Price Element Lists page. Page 86/209 . click Apply. change the price element list status. or select the price element list and click Edit. you can define as many price breaks as are appropriate. you receive an error message. 7. 6. you can o o o update the description for the price element list. For example. You then set up two quantity-based price breaks. You can search for a particular price list by : o o o o The list name. If any price elements are inactive. When you have finished making your changes.) 3. 4.3. add or delete price elements from the list. The first few words of the list description. and you may specify several quantity levels and the prices you are willing to pay at each. The second offers a price of $18 a unit if purchasing over 500. you can either click the price element list name link.1. The name of any price element defined to the list. (This returns all price element lists using that price element. You specify 20$ as your start or base price. 2. or by a certain deadline. you receive the responses shown in the table below.Oracle Sourcing Help To edit a price list: 1. For each (non-amount-based) line in your negotiation. Active or Inactive). The new list is validated. you may expect to receive a discount from your supplier if you buy a large quantity of units. When you have entered the search data. The first offers a price of 19$ per unit if buying more than 100. The search results display any price element lists matching your search criteria. click Go. Example: Assume you are purchasing PC keyboards. On the Edit Price Element List page. For these price breaks. 5. and how do I use them? Price breaks allow you to negotiate line prices with your supplier based on characteristics of your order. Your suppliers respond to your negotiation specifying their responses to your price breaks. 2.

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

click Apply. On the negotiations summary page. Page 88/209 . click the response number link. Select the negotiation line. If you select Non-Cumulative. and your supplier(s) have responded with quotes. For each price break criterion.4. For example. 3. price.1 What are some negotiations strategies I can use? When creating a negotiation. If you select None. Ship-To address/organization. You can define as many price breaks as are needed to fully define your pricing structure. you will not be able to negotiate on effective dates.1. and effective dates (available for non-cumulative price breaks only). 2. and 2) the details that a participant should provide when responding to that item.Oracle Sourcing Help 3.1. Also select either Cumulate or Non-Cumulative. you will not be able to enter price breaks. 5. Select Required to force to supplier to respond to the price breaks you define. 2. you can enter different values in the fields under Enter Assumptions and have the system calculate the best response based on the values you enter.4 Additional Creation Topics 2. Define your price breaks. For example. 4. To analyze price break information: 1. and click Analyze 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. otherwise select optional. 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. Analyzing Price Breaks Once you have defined your price break expectations. 5. On the Analyze Line: Analyze Price Breaks page. Click Add Another Row to define additional price breaks. Item attributes define 1) unique specifications that you set for an item. On the table of negotiations. you can offer a particular target price. you could define multiple price breaks based only on order quantity. click Analyze by Line from the Actions menus and click Go. you can have the system evaluate the supplier responses based on scenario information you enter. Once you have defined all your price breaks. You can enter values for all price breaks you defined and the system will calculate which of the responses is best for the values you entered. 4. Search for the negotiation you're interested in.

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

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

similar negotiations. click the event number link. Click OK. 4. To create a sourcing event: 1. On the Create Event page. Once the event is created." Note that any draft negotiations associated with this event are not shown. enter a title.1. To see event details. Such costs could include service related costs such as training or consulting services. 3. Page 91/209 . 2. you first create an event. To use events. You can continue to associate negotiations with the event until the event's inactive date is reached. and an inactive date. delivery location. You may also want to create an event if you want to encourage respondents to participate in multiple. you can associate negotiations with the event while creating the negotiation on the Create Header page. or promise date 2.4. You have the choice of canceling only the event or canceling the event and all negotiations associated with it as well. To cancel an event. This takes you to the Manage Events page. You can then start associating negotiations with it. select the event and click "View Negotiations. 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. description. 2. 3. To manage a sourcing event: 1. To see the negotiations associated with the event. Your event is opened as soon as it is created. click Cancel. 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. 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.2 What is a sourcing event? A sourcing event is group of related negotiations. You may want to create a sourcing event if you need to monitor several related negotiations as a group rather than individually.Oracle Sourcing Help Using price elements Price elements identify additional item costs beyond just price.

item information. Using Reusable Invitation Lists You can create Reusable Invitation Lists containing names of suppliers who you frequently invite to your negotiations. If you are assigned the Manage Sourcing Document Templates job function. you can create attribute lists for use by all Sourcing buyers at your company. you may want to create a template that you can use each time you create a sourcing document. Your template will contain the features that are similar among the negotiations you commonly create. Using Reusable Attribute Lists Attribute lists can streamline the document creation process while providing standardization for negotiation items. Using spreadsheets Page 92/209 . Invitation lists can be shared across the company.1. The details of the document such as the controls. To modify an event's information click Edit. The public lists will be available for Sourcing buyers at your company. you can also create and manage public templates in addition to your private ones. When you create a document using a template. You can also move an inactive date backward although not prior to the current date/time.3 Are there any shortcuts available when creating a sourcing document? There are many ways you can streamline the creation of sourcing documents: Copying an existing document You can copy documents that you. On the Edit Event page. Using document templates If many of the negotiations you create contain the same features. have previously created. This allows you to standardize business practices and save time. you simply open the template and add to or edit details of the template as necessary.4. The public document templates will be available for every Sourcing buyer at your company. and invitation list are copied into a new document which you can edit if necessary. you can create and manage public Reusable Attribute Lists. in addition to your private ones.Oracle Sourcing Help 5. If you are assigned the Manage Invitation List job function. 2. An attribute list is a grouping of attributes that are commonly used together to describe a good or service. If you are assigned the Manage Attribute List job function. you can modify the description and inactive date. This can help you standardize your business practice as well as speed up the negotiation creation process. Note that you can move the inactive date forward in time to extend an event. terms and conditions. or any other users in your organization.

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

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

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

You can copy an existing document to create a new document of the same type (RFI. Page 96/209 . RFQ. click Review. You can use contract terms to specify legal and other requirements for your negotiation. You need the Manage Contract Terms responsibility to create and maintain contract terms on negotiation documents.1. On the Create Negotiation page. You need the Contracts Terms Library Administrator responsibility to create and maintain clauses and contract templates in the Contract Terms Library. and deliverables are available if Oracle Procurement Contracts is implemented). click the Copy icon at the right of the page. To copy an existing negotiation: 1. 2.4.Oracle Sourcing Help 6. conditions. you can define your next deliverable. Note that you will have to specify new Open Date and Close Date values 6. Note that most of the information you defined previously is carried forward into the copy. Search for the negotiation you want to copy. or auction). Clicking Copy places you on a new Create Header page with the existing information inserted. Using contract terms is an easy way to create and maintain standardized contract text which can be customized as needed. otherwise click Publish to open it for responding. Verify your negotiation information. After you have finished defining your deliverable. 2. Click "Copy" under the Create section of Quick Links on the Negotiations Home page. and how do I use them in my negotiation? If Oracle Procurement Contracts is installed and licensed. click Apply. When you have finished creating your new negotiation. To apply contract terms to your sourcing document: 1. 5. you can create contract terms and apply them to your negotiation.6 How do I copy a sourcing document? You can copy sourcing documents that you or any other users in your organization have created. You can click the negotiation number to see details about the negotiation. 2.1. Edit your new negotiation by continuing through the creation steps. 3.4.7 What are contract terms and conditions. click Contract Terms in the navigation bar at the top left side of the page. you can click Apply and Create Another. then click Submit for Approval if approvers are specified for this negotiation. This includes any contract clauses or deliverables (terms. Once the page refreshes. If there are multiple deliverables to define. Once you have found the negotiation you are interested in. 4.

On the Create Contract Terms page. click the requisition number link. Once the new draft negotiation has been created. This includes all the other tasks such as creating your header.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. 3. You can edit the clauses applied by the template as needed. continue by either clicking Suppliers to define a supplier invitation list. adding any additional lines. For AutoCreated lines. You can see this line information on the View Requisition Line Summary display. you can access it and continue creating your negotiation. you may wish to view the requisition line information for the lines that AutoCreate carried over from Oracle Purchasing. After you have created your header by adding a title (and adding/modifying any other information) clicks Lines in the top left navigation bar. 3. 4. specifying negotiation controls. 2. search for and select a contract template from the list of values. To view the backing requisition information during negotiation creation: 1. Along the way. See the Oracle Procurement Contracts online help for instructions on modifying clauses. you must correct them and validate again. On the Requisition Summary page. 2. Or you may need the name of a contact who can answer questions you have about the negotiation line.Oracle Sourcing Help 2. 5.4. When you have completed your contract terms. For example.1. or clicking Review to inspect the negotiation prior to publishing it. you may need to view the demand linked to a particular negotiation line. and possibly inviting suppliers. Click Apply Template. If you receive any error messages. 5. The Requisition Line Details page displays information in the following areas: o Requisition Page 97/209 . and then click the Details icon. click the requisition number link to view detailed information on the line. 6. 4. delete or modify text. Select Validate from the Actions menu to verify the validity of the contract terms you are defining. You can add. The Create Lines page displays any lines AutoCreate created using requisitions in Oracle Purchasing and allows you to create additional lines if necessary. See the Oracle Procurement Contracts online help for information on using contract templates.

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

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

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

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

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

Also. Job Details. 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. is a response to the price differential required) 7. 2. Create attributes as needed to solicit additional information for this line. To define a temporary labor. or consulting services. make sure you select a temporary labor. maintenance services. Enter your price breaks including Price Differentials. From the Add Line menu on the Create Lines page. . Fixed-price services such as corporate accounting services. and specify the differential associated with this price type. General services fixed-price lines use a negotiation outcome of standard purchase order. rate-based line type. Unit of Measure and Category will default according to the Job you select. The charge for this type of service is based on a flat amount for the service provided. Select the price type (for example. 3. Fixed-price temporary labor such as contractors.2. 8. The Description. On the Lines: Create Line page. and click Go. If you need to specify price breaks. select Online to continuing entering your line description online. temporary administrators. or click Load from Spreadsheet to upload a previously completed spreadsheet file containing all the line information 2. 5. There is a fixed amount limit attached to the service. if appropriate. make sure you select the Global Agreement checkbox. For temporary labor line types. Page 103/209 . 4. 6. Search and select a job from the Job menu. ensure that you choose Blanket Purchase Agreement as the negotiation outcome for temporary labor line types. rate-based line: 1. vacation). click Select Price Break Settings and ensure it is not set to None.3 How do I define services related lines? Services related line types allow you to negotiate on labor contracts. 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.2 What kind of services can I negotiate for? If Oracle Services Procurement is installed and licensed. Specify how price differentials are to be used within the negotiation (for example. 9.Oracle Sourcing Help 2.2. The charge for this type of service is based on hourly rates per person. Enter values in your price fields if necessary.

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

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

Click the negotiation number to access the negotiation summary page where you can see information on the negotiation.3 How do I respond on behalf of suppliers without Internet access? Sometimes suppliers cannot place their responses online since they have no online access. Select a contact for the supplier and click Create Surrogate Bid/Quote. You can also use the Graphical Monitor to view and compare responses to your negotiation. On the Create Surrogate Bid/Quote: Select Supplier and Contact page. On the negotiation summary page. click Full List. enter the Bid/Quote Received Time. From the negotiations summary page. 3. 2. and click Go. select Create Surrogate Quote/Bid from the Actions menu. Oracle Sourcing buyers can place surrogate bids on behalf of such suppliers. 4. Continue from the Terms and Conditions page with regular a response if terms and conditions are required. Page 106/209 . Click the Responses number to access the Details page for the negotiation. and then click View Response History to see information on responses to this negotiation. Negotiations in which you are participating appear under Your Negotiations at a Glance. 7. Once the buyer has received all the bid/quote information. To place a surrogate bid on behalf of a supplier: 1. On the Create Bid/Create Quote page. 5.2 How do I monitor the negotiations I have created? Access the negotiation you wish to monitor.3. To see the complete list of negotiations you created.3. Clicking the number of your negotiation takes you to the negotiation summary page. you can either Select View Response History from the Actions menu and click Go. Sign on to Oracle Sourcing with Sourcing Super User responsibility. 2. 2. It is when the buyer receives the offline copy of the response or when the supplier mails/faxes the response. enter the name or contact of the surrogate supplier in the Supplier field and click Go. If you do not see your negotiation.Oracle Sourcing Help Note that the Your Negotiations at a Glance section shows a limited number of entries based on time remaining. access the negotiation in which you wish to bid by clicking its number. click Full List. From the Negotiations Home page. a surrogate bid can be entered into the negotiation. 6. You also search for all open negotiations to which you have access.

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

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

After you have completed your award decisions. To analyze by line: 1. On the negotiations summary page. o You can select any one entry in the table and click Graph Price or Analyze. The Compare Header Attributes page presents a side-by-side comparison of the attributes. And if there are may lines or lines with complex attributes. 2.7 How do I analyze the responses I have received? There are several ways of analyzing the responses you have received for your negotiation. o To use the AutoAward recommendation AutoAward is a feature you can use when you need a quick. You can see the number of active bids against each line and the best quote/bid determined by the system for that line. AutoAward uses the ranking capabilities and methods available in Oracle Sourcing to obtain its best award recommendation. The Analyze by Line page displays a table with an entry for each line in the negotiation and important information such as the best quote/bid. the resulting Monitor page shows your responses in a graph : If you select a line and click Analyze. side-by-side display of all the responses. it will use the the price being offered by the supplier for the most basic way method of ranking responses. However. To analyze by response: 1.Oracle Sourcing Help 6. 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. as well as additional information about each line including any backing requisition information.3.You can use AutoAward to have the system pick the best award. For example. You can click Compare to obtain a more complete. If you select a line and click Graph Price. You can analyze by line or by response (you obtain different information depending on which type of analysis you perform). 2. You can inspect the header attribute values (if any) by selecting multiple supplier responses and clicking Compare Header Attributes. 2. you can also use a spreadsheet to perform your analysis offline. standard award. including that response's rank. click Analyze by Bid/Analyze by Quote from the Actions menu. select Analyze by Line from the Actions menu and click Go. upload your awards into the system. the resulting Analyze Line: page displays additional information about the responses to that line. or where the response does not include responses to all negotiation lines. 3. The Analyze by Bid/Analyze by Quote page shows the response details from the different suppliers. From the negotiation summary page for this negotiation. AutoAward can also use calculations available from Multi-Weighted Page 109/209 .

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

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

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

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

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

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

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

update your negotiation's header details as appropriate (*indicates a field that must be entered prior to the new responding round). select a negotiation by clicking its Number link under the Your Negotiations at a Glance section. Possible Description Modifications *Title/Style You can give your negotiation a new name and change the negotiation style. you have the option of downloading only responses from shortlisted suppliers. 2. You can also enter search values in the Search Negotiations fields to search for a negotiation. You can add new members and/or delete existing members. On the Negotiations Home page. Security Level You can change the level of security on the negotiation. After the RFI. click the Number link for the negotiation you wish to see. or you must manually close it early.Oracle Sourcing Help Note: If you choose to download your responses into a spreadsheet and make your award decisions there. . RFQ. 3.Select Start New Round from the Actions menu and click Go. If the negotiation you're looking for is not displayed under Your Negotiations at a Glance. To initiate a new round of responding: You can only initiate a new round of responding after the current round has closed. Possible Collaboration Team Changes You can change the makeup of the collaboration team working on this negotiation. You must either wait until the negotiation reaches its close date and time. On the Create New Round: Header page. or auction has closed. From the Results: Negotiations display.3. After you initiate a new round of responding. RFQ. you can initiate a new round of responding from the negotiations summary page: 1.14 How do I initiate a new round of responding? After your RFI. you can initiate a new round of responding if you set the controls to allow multiple rounds of responses (RFQs always permit multiple rounds of quoting). 2. none of the previous responses submitted are available for awarding. or auction has closed. You can Page 117/209 . click the Full List button to see a display of all your published negotiations.

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

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

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

You go to the Create Header page. for example. Buyers need the capability to download and print a negotiation for offline review. Draft amendments are available on the Negotiations Home page if you click Drafts in the Manage Quick Links section. you must enter a new Description for the amendment and make any other header level attribute changes you need. 8. On the negotiations summary page. All suppliers will be required to acknowledge the amendment and resubmit their responses to be eligible for award. the Submit button changes to Publish. 7. Once approved (or if approval is not required). The printed version of the negotiation is appropriate for public display since it excludes all internal data such as internal attributes. 2. On the Create Amendment: Lines page. If Oracle Procurement Contracts is implemented.1. You can save the amendment as a draft at anytime during the creation process if you click Save Draft. current prices. or names of invited suppliers. Responders should be able to complete negotiation documents and return the results by FAX. 2.18 How do I print information on my negotiation? Much business communication today is carried and managed offline. mail or email. enter any line changes. Government organizations in particular present solicitation packages according to a unified format. 3. 12345. If you have approvers identified on the Collaboration Team on the Create Header page. deletions. use the active negotiation's negotiation summary page. additions. select Create Amendment from the Actions menu. 6.Oracle Sourcing Help To create an amendment to a sourcing document: 1. or updates to line information if necessary. You can review the new changes compared to the current active negotiation by clicking Review. You cannot add or delete suppliers on the Create Amendment Suppliers page during an amendment. these can be changed on the Create Amendment: Contract Terms page. Notice that the negotiation number has now been given a suffix. On the Create Amendment Header page. you can submit the amendment for approval by clicking Submit for Approval on the review page. To invite new suppliers..3. 4. This suffix is incremented every time you create a new amendment for this document. and there are clauses and deliverables defined to this negotiation. 5. Approvers will receive notification that they need to approve the amendment. Change the negotiation rules on the Create Amendment: Controls page if necessary. no new responses can be received on the previous negotiation. The printed version also does not include any price elements Page 121/209 . Once you click Publish.

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

o o o To see information on the deliverable. Select View Award Approval History from the Actions menu. 2. you may have many negotiations in progress. scroll if necessary to find your deliverable. Click "Deliverables" under Manage in the Quick Links section of the Negotiations Home page. Page 123/209 . click the Update icon. 5. On the Update Deliverable page. a detailed project plan. When you are finished updating the deliverable information. 2. At any point in time. Navigate to the summary page for the negotiation 2. you can create and manage deliverables for your negotiations. See the Alert column for important information on the deliverable's status. To view and update your deliverables: 1. or delivery schedule before the buyer will consider finalizing a contract with that supplier. 4. click the entry in the Deliverable Name column. click Apply. a buyer may ask a supplier to provide copies of personnel certification. enter enough search values to restrict the results to the deliverable(s) in which you are interested. When results are displayed. To update the information on a deliverable. or add a new attachment. click the entry in the Document Number column. 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. For example. Modify or delete an existing attachment. On the Manage Deliverables page. This allows you to quickly pinpoint any negotiations that are at risk because a deliverable has not been provided.3. 3.Oracle Sourcing Help To view the approval status of a negotiation: 1.20 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. You can easily view the status of all your deliverables. The Award Approval History page shows who has approved your award recommendation and the approvals remaining in the approval chain. some of which will require deliverables. If Oracle Procurement Contracts is installed and licensed. To see information on the negotiation to which the deliverable is assigned.

There are several methods you can use when awarding business in a buyer's auction or RFQ: You can award the entire negotiation to a single supplier (multiple suppliers if the outcome is a blanket purchase agreement). An RFQ/auction can only be unlocked and unsealed after it is closed.4. On the negotiations summary page.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. 2. The resulting page shows details about the response. other users from your company who have the appropriate function security can also unlock and unseal your RFQ/auction. an RFQ/auction cannot be awarded until it is unlocked. The Quote/Bid History page displays the responses the negotiation has received. 4. 2. 2. Note: You will always be able to unlock and unseal an RFQ/auction you have created. Additionally. In addition. You can divide an individual line among multiple suppliers.4. 3. you can make your award decisions. In addition. respondents in the RFQ or auction cannot see other quotes/bids until the buyer also unseals the RFQ/auction (although the identity of other suppliers is revealed to the suppliers in an auction). select View Quote/Bid History from the Actions menu and click Go. click the number link in the Quote/Bid column. 3.Oracle Sourcing Help 2.4 Awarding Negotiations 2. On the negotiation summary page.1 How do I view the responses I have received? 1. You can accept and use the decisions generated by the AutoAward feature. There is an entry for each supplier who has placed a quote/bid in the negotiation. Page 124/209 . click "Return to Negotiation Summary. Close the negotiation if it is still open. You can award an individual line to a single supplier. To see details about a particular response. 2.3 What are the different methods I can use when performing awards? Once you have closed your negotiation and analyzed the responses you received. On the Confirmation page. Select Unseal from the Actions menu and click Go. From the Your Negotiations at a Glance section of the Negotiations Home page. To unlock and unseal an RFQ/auction: 1. click the negotiation number link of the negotiation you wish to see." 4. select Unlock from the Actions menu and click Go.4.

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

Oracle Sourcing Help Page 126/209 .

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

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

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

Oracle Sourcing Help

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

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

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

Oracle Sourcing Help

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

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

You receive two bids as follows on the auction item:

Bidder Office Supplies Your PCs

Bid Quantity 30 30

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

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

Bidder Office Supplies Your PCs

Bid Quantity 30 30

Consumed Quantity 30 20 10

On Number 12345 12345 98762

Requisition

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

Oracle Sourcing Help

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

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

Remaining Quantity Number of units left for awarding Current Value Current price * awarded quantity Award Amount Response price * awarded quantity Saving Amount Award amount . 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.current value Saving Percent Savings versus current amount expressed as a percentage. including: Awarded Quantity The number of units currently awarded this negotiation line. Award approvers can use the information in the Award Summary page when deciding whether or not to approve the award recommendations.Oracle Sourcing Help team members to drill down and view low-level information about each negotiation line. Page 134/209 . The Line view displays the award recommendations in terms of the lines that comprised 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. 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. Among other details.

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

Oracle Sourcing Help 2. On the Create Purchase Order page. To generate a purchase order document: 1.4. specify the start and end effective dates. On the Complete Award page. 6. On the Confirmation page. On the Review and Submit Complete Award page. 5. If you have an approval procedure set up in Oracle Purchasing. 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). If Oracle Procurement Contracts is installed and licensed. Choose an Acceptance Level from the drop-down menu. You can also choose whether to immediately notify the winning suppliers of their awards (your purchase order document may need to go through an approval process. click Initiate Approval to begin approval for this purchasing document. 4. 5. 3. 3. 2. 4.12 How do I generate a purchase order document? Once you have saved your award decisions. In you are creating a blanket purchasing agreement. The Confirmation page informs you that the award is complete. Select Complete Award from the Actions menu and click Go. 2. you return to the negotiation summary page to complete the award process and generate a purchase order document. you can choose whether or not to create a purchase order document. See What is contract binding? for more information. You can see you award information by clicking the link under the Details column (or by clicking "Show All Details"). so you may wish not to notify suppliers until a later date when the purchase document is fully approved). Page 136/209 . click the link to return to the negotiation summary page. click Submit if you wish to complete the award process. To complete the award process: 1. you can obtain information on the supplier to whom you awarded business. you can use an Acceptance Level value of Document and Signature to perform contract binding. Click Submit. On the award Confirmation page.

13 What is contract binding? If Oracle Procurement Contracts is implemented. you can require that the supplier sign and accept the document. you can award business to selected suppliers and subsequently initiate the purchase order/contract creation. use the search tips below. Some examples include searching for negotiations in which to participate.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. Document and Signature You and the supplier must sign the document to indicate acceptance. 2. You can optionally indicate whether acceptance is required for the resulting purchase order document. A notification is sent to the supplier requesting a signature to indicate acceptance after the purchase order is approved by any internal approvers. Document Only Suppliers are required to accept the entire document. contract binding provides the ability to require both the supplier and the buyer to sign off on the details of a purchase order before it can be executed. Searches are conducted using a search criteria and one of that criteria's search value. When you are creating the purchase order document. Once the negotiation is closed for responses. In most cases when specifying a search value. If the supplier accepts the document. you are sent a notification requesting your acceptance as well. To save time and perform accurate searches. you have the choice of four levels: None No acceptance is required. you can use the wild card (%) as necessary The search process varies depending on what you are searching for. it is ready for execution. Page 137/209 . Once both you and the supplier have accepted the purchase document.5.5 2.Oracle Sourcing Help 2. or finding reusable invitation lists to apply when creating a negotiation. This option uses Workflow notifications to obtain signatures online. Suppliers can use iSupplier Portal to accept the document or can request that you enter acceptance on their behalf.4. If you require acceptance. Document or Shipment Supplier can accept the document or individual lines.

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

minority-owned or small business.4 Searching for suppliers: When creating a negotiation. Select the draft and continue processing. You can search both the Approved Supplier List and the Supplier Master at the same time. and click Go.1. You can search the Supplier Master to identify suppliers who meet certain criteria. o You can search the Approved Supplier List to identify suppliers who sell a particular item or commodity. Scroll through the Results: Negotiations display until you find the correct negotiation. as well as information provided by the supplier company itself.5. To search for and manage a draft negotiation: 1. On the Manage Draft Negotiations page. you can use % as a wildcard. 5. Click Edit to update the draft. you can send invitation notifications to particular suppliers inviting them to participate in the negotiation. for example. If the draft is locked. 2. Click "Responses" to go to the negotiation History page where you can see information on current responses. 2. the Supplier Master. select a search type from the menu. Click the Number link to go to the negotiation summary page where you can see information on the negotiation.Oracle Sourcing Help When entering values. You can identify the suppliers you wish to notify by searching information in the Approved Supplier List. click Unlock to access it. and proximity to open date (specified as the number of days outstanding).5. negotiation title. You will also search for suppliers to add them to reusable invitation lists and/or negotiation templates. Enter your search values. You can use % as a wild card value 3. negotiation creator. 2.3 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. 4.1. Click Review and Submit to publish the draft. click Go. Click the Manage quick link under Drafts on the Negotiations Home page. 2. You can search on negotiation number. Scroll through the Results display until you see the target draft. o o On the Search and Select: Suppliers page Page 139/209 . You can also search the Approved Supplier list for suppliers of a particular status (for example. When you are finished. approved or new).

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

3. Page 141/209 . Enter as many search values as required to efficiently qualify your search. you can search for all lists that contain a particular list entry. This includes addresses such as Bill-To and Ship-To.1. To search for and select a different address: 1.6 Searching for addresses: While creating negotiations. most lists allow you to search by the list name and/or words in the list description. To search and apply a list: 1. Click the flashlight icon next to the address field. you can search for all price element lists that contain a particular price element. On the negotiation creation page.Oracle Sourcing Help 2. however. The search value can be an address name. many attributes default according to the organization you select. Click Go. use a wildcard. For example. a partial name. you can search using multiple criteria. click the link to apply a predefined list. For example. Find the correct address and click Select. The Search Results display shows all addresses that matched your search criteria. enter a search value in the Search field and click Go. 3. %. On the Search and Select page.5. a search on br% returns only Brussels.1.5. Such lists include lists of item attributes or price elements. select the list and click the appropriate links or buttons to process the list if necessary and to apply it to your negotiation. From the Search Results display. a search on %Boston might return North Boston as a billing address.7 Searching for lists When creating a negotiation. 2. If you do not know the beginning of the name. there are many predefined lists which you can apply to your negotiation to save time and standardize your sourcing practices. For example. such as the percent sign (%). For each list. 2. 2. You are returned to the negotiation creation page with your new address appearing in the address field. a search on b% returns both Beijing and Brussels. In some cases. or the search wildcard. you may need to change the default to a different address. Additionally. The system performs a begins with search using any search values you entered.

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

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

The report is sorted by category. To run the Savings by Category report.2. Amounts do not include lines where award quantity and award amount are unspedified. To run the Awarded Bids Detail report. you can generate a Savings by Item (Section 7. select Standard Purchase Order. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. the report reflects only the system-hosted catalog item categories. Amounts do not include lines where award quantity and award amount are unspecified. the report reflects only the system-hosted catalog item categories.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.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. Any report displaying calculated amounts does not include any RFI amounts. with the category with the highest productive award appearing first.1. Section 4. Note the following when generating and evaluating report information: When entering a category search parameter.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.1.2. see "How do I run the reports?" Note: For the Auction Outcome report parameter. Page 144/209 . or All Outcomes. Once you have generated a Savings by Category report. Any report displaying calculated amounts do not include any RFI amounts.1.Oracle Sourcing Help 4.2. see. savings is zero. Blanket Purchase Agreement.1.1) report for the items listed. 4.3. If Current Price is not available. You can view the supporting awarded bid by clicking the Auction number or Bid number.

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

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

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

Any report displaying calculated amounts do not include any RFI amounts. 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. 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. Blanket Purchase Agreement. To run the Awarded Bids Detail report. You can view the supporting awarded bid by clicking the Auction number or Bid number. The report is sorted by category. you can generate a Savings by Item report for the items listed. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. the report reflects only the system-hosted catalog item categories. select Standard Purchase Order.2. savings is zero. Amounts do not include lines where award quantity and award amount are unspecified.Oracle Sourcing Help Notes: Note the following when generating and evaluating report information o o o Any report displaying calculated amounts does not include any RFI amounts. Any report displaying calculated amounts do not include any RFI amounts. 4. the report reflects only the system-hosted catalog item categories. savings is zero.3 What is the Awarded Bids Detail report? The Awarded Bids Detail report displays detailed information about auctions for which business has been awarded. To run the Savings by Category report. Note the following when generating and evaluating report information: When entering a category search parameter. If Current Price is not available. or All Outcomes. If Current Price is not available. 4. Once you have generated a Savings by Category report. Page 148/209 . with the category with the highest productive award appearing first. Amounts do not include lines where award quantity and award amount are unspecified.2.2 What is the Savings by Category report? The Savings by Category report displays your total savings broken down by item category.

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

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

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

the response controls. (See section 5. pricing. 3.6 “How do I submit a response online”). Submit your response (bid. or price breaks associated with it. Attachments can be viewed by clicking the paperclip icon. The Negotiation Summary page displays all the current information for this negotiation. shipping and billing information. or quote).1. (See Section 5. detailed item information. If the item has attributes. Find a negotiation in which to participate (See Section 2. Click the negotiation number to access the Negotiation Summary page. The Notes and Attachments section displays any text messages from the buyer and any attached files.1. Alternatively.1 “How do I access negotiations”).Oracle Sourcing Help Creating and managing sourcing events Updating profile information Viewing award decisions Updating profile information 5. 2. use the Search Negotiations fields to access the Active Negotiations page. Page 152/209 . price elements.4. Monitor the action in the negotiation in which you are participating.3 How do I respond to a negotiation? Suppliers can respond to public negotiations and private negotiations to which they have been invited. This includes such information as the time the negotiation. 5. Under Open Invitations. 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. click the negotiation number to access the Negotiation Summary page for the negotiation in which you are interested.2. 2.1 “How do I monitor negotiations to which I've responded”). To respond to a negotiation you must: 1.4 How do I view the details of a negotiation before placing a response? 1.1. you can view information on the item attributes by clicking the "View" link under the Details column.

search for any open RFIs or RFIs to which you've been specifically invited. On the Create Response page. RFIs may or may not be concerned with line price or costs. you can only see the response history if you are the buyer. On the Terms and Conditions page. either accept or reject the negotiations conditions. RFIs to which you've been invited will appear under Open Invitations. and the buyer can initiate a regular price/cost negotiation with the targeted suppliers. You can find open RFIs by entering search values in the Search Open Negotiations fields and clicking Go. 5. The purpose of an RFI is to gather information on goods and services a supplier company provides. Buyers use responses to an RFI to qualify suppliers early in the procurement process. enter response values as you normally would when bidding or quoting online. no one can see the responses until the negotiation is over and unsealed.Oracle Sourcing Help If the negotiation is open. Since the purpose of an RFI is to obtain product and service related information for a negotiation line. the RFI can be converted to an RFQ or buyer's auction. If the negotiation is sealed. you can review any current responses by clicking the number link under the Responses/Quotes/Bids column. The purpose of RFQs and buyer's auctions is to negotiate line price and costs prior to generating a purchasing document. From the Negotiations Home page. 3. From the Results: Active Negotiations. 5. you are required to provide values for these fields. 2. 4. Line attributes appear under the Lines section of the Page 153/209 . most negotiation lines in an RFI have attributes defined. the Price and Quantity fields are display only and you cannot enter anything in them. If the buyer chose to include the Price and Quantity fields. These line attributes identify the questions the buyer has about a particular line. Once the appropriate group of suppliers has been identified. If the negotiation is closed. Otherwise. select the RFI to which you wish to respond and click Respond. 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. To respond to an RFI: 1.1.5 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.

Alternatively. click Accept. 2. click Submit. On the Create Response: Review and Submit page. If the buyer has defined Terms and Conditions. After you select a currency. When you have responded to all required and optional line attributes. If the buyer has chosen to display an attribute target. You can only see the existing responses when the negotiation is open or unsealed.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. verify your response values. select Create Quote/Create Bid from the Actions menu to create a response to the negotiation. If correct. After reading the terms and conditions. Page 154/209 . If so. enter the following information. On the Create Quote/Create Bid page. you will see all prices listed in your chosen currency. click View Quote History/View Bid History. click Continue 7. you are asked to read and accept the negotiation terms and conditions. find your negotiation and click the negotiation number link there. Note: Before you select a currency. this value appears in the Target Value column.Oracle Sourcing Help Create Response page. 8. all response prices (such as start price and target price) will be listed in the RFQ/auction currency. 3. you can enter search values into the Search Negotiations fields and click Go to list all negotiations in the system. 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). When entering responses. The Attribute Type column shows you whether a response is required or optional. including ones to which you were not explicitly invited to. To submit response online: 1.1. 5. You can see details of the negotiation on the negotiation summary page. be aware of the following size limits: o o o Attribute: 240 characters Target: 4000 characters Response: 4000 characters 6. On the negotiation summary page. On the Active Negotiations page. If you want to view any responses that have already been submitted. you can select the currency in which you will place your quote/bid.

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

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

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

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

In Multi-Attribute Weighted Scoring negotiations. you can set your responses apart from your competitors' responses and enable buyers to make better-informed award decisions. you can adjust the AutoRefresh interval setting to change the length of time between page refreshes. Click Create Bid to deactivate AutoRefresh and place a bid on the auction. and 2) the details that a negotiation participant should provide when entering a response for that item. On the Create Bid page. you allow the system to automatically rebid on your behalf whenever a competing bid price beats your bid price. Page 159/209 . then click Go. In an auction that includes more than one item. You cannot proxy bid on any items that have price elements. and Lose for any item on which you have been outbid. 4. you can proxy bid on some items and bid manually on others. To activate AutoRefresh: 1. The AutoRefresh page updates the current best bid price and your bid status for each item in the auction. Win for any item on which you have the current best bid price. Locate an open auction in which you'd like to bid. They define 1) unique specifications that are set for a negotiation item. 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.10 What is proxy bidding and how does it work? By activating proxy bidding. Such costs can include discrete charges such as import duties or activities such consulting or training costs.1. click AutoRefresh On. 2. Using price elements allows you to target additional costs related to a particular negotiation item. 5.Oracle Sourcing Help Item attributes provide extra information about a negotiation item. On the AutoRefresh page.1. your responses to an item's attributes are scored and weighted to allow the buyer to make more informed decisions. 5. 5. Select the auction and click Respond. Your bid status is No Bid for any item on which you have not placed a bid. select the category from the View menu. If you want to display only those auction items that are included in a specific category. By providing item details and specifications in item attribute fields. 3.9 What is AutoRefresh? AutoRefresh enables you to continuously monitor the bidding in an auction before or after you submit a bid. Item attributes also allow you to provide more information and details when entering responses.

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

and click Cancel All Proxies. it can be allowed to run to conclusion.1. this happens when the bidder needs to update bid information. Or in a multiattribute weighted negotiation. The Cancel Proxy Bidding page redisplays without the line item(s) for which you just disabled proxy bidding (you can choose to retain proxy bidding on some line items but not others) 4. there may be certain instances in which the bidder needs to end proxy bidding early.12 What is power bid? Power bid allows you to expedite your rebidding when you have bid on several items in the same auction. Once you have placed a bid using proxy bidding. On the Rebid page. In both these cases. When you use power bid. proxy bidding in suspended. However.1. When the Rebid page appears. you can monitor its progress by locating the negotiation number under Your Active and Draft Responses section of the Negotiations Home page. To cancel proxy bidding. the bidder may wish to halt the proxy bidding to update bid information. Cancelling proxy bidding In most cases. The Cancel Proxy Bidding page shows all line items for which you have proxy bidding enabled. At this point. click Create Bid. Page 161/209 .Oracle Sourcing Help 5. all of your bids (losing and winning) in an auction are improved by the percentage you enter in the Power Bid field. continue entering your new bid information (including new proxy specifications if desired). Power bidding cannot be used if any of the auction items contain price elements. Usually. click Cancel Proxy at the bottom of the page. For example. Once enabled. The bidder specifies the amount of the price decrement (expressed as a percentage or a flat price reduction) and the minimum price to offer. Click Create Bid to create a new bid. 2.11 How do I turn off proxy bidding? Proxy bidding allows a bidder to have the system automatically rebid whenever a competing bid is received. 3. To view the details of your current bid. once proxy bidding has been initiated. the system will continue to rebid at lower prices until the bidder's minimum bid price is reached. Select the items for which you wish to disable proxy bidding. the bidder may wish to update the non-price related information to improve the price to total score ratio. 5. the promise date offered by the bidder may need to be updated due to unforeseen situations at the time the proxy was begun. 1. To continue placing a new bid. click the Response number link.

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

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

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

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

Oracle Sourcing Help

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

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

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

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

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

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

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

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

5.2.3

How do I track the status of my responses?

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

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

5.2.4

What information is contained on the Disqualified Responses page?

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

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5.2.5

What information is contained on the Awarded Items page?

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

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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. Promise Date The date by which you promised to deliver the item.Oracle Sourcing Help 5.2. participants can communicate with each other by entering into an ongoing conversation called an online discussion. Once a negotiation has been published. Negotiation Number The number assigned the negotiation by the system. Response Quantity The number of item units you offered to sell the buyer.| Type The type of negotiation: RFQ.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. Reason Any message provided by the buyer explaining why the item was not awarded. if any. 5. Page 170/209 . Your Response Number The number you assigned your response. The Rejected Items page allows you to drill down into detailed information about the negotiation and your response to it. or Buyer's Auction Item Description Description of the negotiation item.2. The Rejected Items page shows: Response Number The number assigned to your response by the system.

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

Oracle Sourcing Help Online Conversation Participants Messaging Capabilities The table below details the rules governing the messaging capabilities of the negotiation creator and the respondents. the promise date offered by the bidder may need to be updated due to unforeseen situations at the time the proxy was begun. there may be certain instances in which the bidder needs to end proxy bidding early.8 How do I turn off proxy bidding? Proxy bidding allows a bidder to have the system automatically rebid whenever a competing bid is received. Page 172/209 . However. Usually. once proxy bidding has been initiated. Note that the rules vary depending on the style of negotiation. At this point. For example. proxy bidding in suspended. the bidder may wish to update the non-price related information to improve the price to total score ratio. Or in a multiattribute weighted negotiation. the system will continue to rebid at lower prices until the bidder's minimum bid price is reached. it can be allowed to run to conclusion. In both these cases. the bidder may wish to halt the proxy bidding to update bid information.2. Once enabled. The bidder specifies the amount of the price decrement (expressed as a percentage or a flat price reduction) and the minimum price to offer. Negotiation Style Negotiation Respond to Creator Can Negotiation Respondents Can Respond to Creator only Creator only All respondents Open Negotiation One or more respondents Blind Negotiation One or more respondents Sealed Negotiation All respondents 5. this happens when the bidder needs to update bid information. Canceling proxy bidding In most cases.

5. select Print Document from the Actions menu 3.9 How do I print information on my negotiation? Much business communication today is carried and managed offline. or save it to a location on your machine and review the document there. Access the negotiation by clicking its negotiation link. click Create Bid. Buyers need the capability to download and print a negotiation for offline review. Select the items for which you wish to disable proxy bidding. or names of invited suppliers. Once you have placed a bid using proxy bidding. click Full List. 2. The Cancel Proxy Bidding page shows all line items for which you have proxy bidding enabled. If you cannot see all your negotiations. 4. On the Negotiations Homepage. Government organizations in particular present solicitation packages according to a unified format. Click Create Bid to create a new bid. The printed version of the negotiation is appropriate for public display since it excludes all internal data such as internal attributes. The printed version also does not include any price elements defined to the negotiation.2. To continue placing a new bid. If Oracle Procurement Contracts is implemented and the sourcing document has contract terms attached to it. When the prompt box appears. These negotiations are listed under the Your Negotiations at a Glance section. To print a negotiation (for buyers): 1. current prices. and click Cancel All Proxies. 3. To view the details of your current bid. you can monitor its progress by locating the negotiation number under Your Active and Draft Responses section of the Negotiations Home page. On the Rebid page. 2. the clauses and deliverables are printed as well. mail or email. 1. click Cancel Proxy at the bottom of the page. click the Response number link. The Cancel Proxy Bidding page redisplays without the line item(s) for which you just disabled proxy bidding (you can choose to retain proxy bidding on some line items but not others). continue entering your new bid information (including new proxy specifications if desired). Responders should be able to complete negotiation documents and return the results by FAX. On the negotiation summary page. open and inspect the print directly.Oracle Sourcing Help To cancel proxy bidding. Page 173/209 . When the Rebid page appears. search for the negotiation you wish to print.

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

3. 6. Click the negotiation number link to view the original negotiation and its updates. 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. To be considered for an award decision. 8. The currently active version has the highest number and is the first entry in the table. Contract terms are displayed in the Contract Terms section of the page. The Review Changes page identifies the information that has changed. You use the Create Response page to enter your response to the buyer's negotiation. Click Acknowledge. 2. you are presented the first amendment. Click "View Amendment History" to see the changes made to the original negotiation.2. and then click the checkbox acknowledging you have reviewed the amendment. Page 175/209 . On the Acknowledge Amendment page. which you must review and acknowledge. you must acknowledge that you have viewed the amendment and placed a new response 7. If you placed a response before the amendment was made. The Amendment History page has entries for the original negotiation and any subsequently amended versions. 5. there may be deliverables to which you must respond. Click Acknowledge Amendment. Click the suffixed number links to see the different versions of the sourcing document. The negotiation summary page shows the original version of the negotiation. This includes responses to any contract terms the buyer has defined. 4. 5.11 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. 9. You are presented any additional amendments. The amended versions are suffixed with an incrementing counter. If Oracle Procurement Contracts is implemented by the buying organization.Oracle Sourcing Help To respond to a negotiation that was amended after your first response: 1. Once you have acknowledged all the amendments. Review the information. You can toggle between the current version and its prior version using the buttons. 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. or click the Review Changes icon to see what information changed between a version and its prior version. you can place a new response on the negotiation.

Oracle Sourcing Help

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

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

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

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

5.3 Searching
5.3.1 How do I search for negotiations?

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

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

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

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

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

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

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

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

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

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

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

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may time out before the system receives the file. the steps you performed that led to the problem. task bar option. you should contact your system administrator to request additional function assignments. link.4 Why can't I access some pages.2 Glossary A Agreement Terms (Blanket Purchase Agreement only) Agreement terms are optional. particularly for large files. or if your upload does not complete. the connection.1. Agreement Start Date/Agreement End Date The period during which the blanket purchase agreement is effective. Your system administrator controls function security by creating a Responsibility consisting of different functions. buttons. or other feature. and (for bulk load jobs only) the job number. or task bar options? All system features are controlled by function security and your userid. button.1. some browsers will not upload files or browse directories whose names contain language-specific marks such as accents or umlauts. links. If you receive a Task Access Restriction message.Oracle Sourcing Help 6. note the error text if any. If you still cannot determine the cause of an error or failure. Your Sourcing responsibility assignments determine which features you can use. If you are using a slow dial-up connection. 6.1.6 What if I have problems uploading files? Check the online Help about errors or failures. 6.5 Whom should I contact about technical difficulties? If you experience technical difficulties with this system you should contact your system administrator. try placing the file in a WinZip file to reduce the file size or using a faster connection to the system. If the feature in which you are uploading allows. Function security means that features can be used only by users who are allowed access to the features. and apply only when you have selected "blanket purchase agreement" as the auction outcome. 6. Total Agreement Amount Page 180/209 . Note: Depending on how the system is set up. Users who are associated with this responsibility can access and perform specific features. or if you cannot view or access a specific page. or multibyte languages (such as Chinese). Then contact your system administrator.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

services. Standards will continue to evolve over time. 6. These other Oracle Applications may require separate licenses. 6.4 Product Integration and Licensing This documentation includes information about many features of Oracle Applications other than this product. our documentation includes features that make information available to users of assistive technology. and must be fully installed to take advantage of their features. may not always correctly read the code examples in this document. To that end. a Windows screen reader.1 Accessibility of Code Examples in Documentation JAWS.Oracle Sourcing Help 6. to the disabled community.3 Documentation Accessibility Our goal is to make Oracle products.oracle. 6. Page 195/209 .3. and supporting documentation accessible. and contains markup to facilitate access by the disabled community. and Oracle is actively engaged with other market-leading technology vendors to address technical obstacles so that our documentation can be accessible to all of our customers. This documentation is available in HTML format. JAWS may not always read a line of text that consists solely of a bracket or brace. visit the Oracle Accessibility Program Web site at: http://www.2 Accessibility of Links to External Web Sites in Documentation This documentation may contain links to Web sites of other companies or organizations that Oracle does not own or control. Oracle neither evaluates nor makes any representations regarding the accessibility of these Web sites.com/accessibility/. The conventions for writing code require that closing braces should appear on an otherwise empty line. with good usability.3. For additional information. however.

1. Copyright 2000 Three D Graphics. Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity. You can sort the report by clicking on the any of the underlined column headings To run the Awards by Supplier report.type (bid or quote).3. For each supplier.1 What are the Awards by Supplier report? The Awards by Supplier report displays a summary of all awards made by the buyer to supplier(s). Appendix 7. Inc. see Section 4. Amounts do not include lines where award quantity and award amount are unspedified.1 «How do I run the reports?" Notes: Note the following when generating and evaluating report information o o o Any report displaying calculated amounts does not include any RFI amounts. as well as the total amount awarded to this supplier.Oracle Sourcing Help 7. Inc. 7.1. savings is zero. Page 196/209 . If Current Price is not available. the report shows the total amount generated by each sourcing transaction.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.

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

You can view individual quote details by clicking the quote number. 7. 2. see "How do I run the reports?" Note: For the Auction Outcome report parameter. If Current Price is not available. Click "Attribute" under the Reusable Lists area of Quick Links on the Negotiations Home page . On the Reusable Attribute Lists page. the report reflects only the system-hosted catalog item categories.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.2. Amounts do not include lines where award quantity and award amount are unspedified. To create an attribute list: 1.Oracle Sourcing Help 7. If you include an attribute list in a negotiation template. 3. select Standard Purchase Order.2 Reusable Attribute Lists 7.1. or All Outcomes.4 What is the Awarded Quotes report? The Awarded Quotes report displays information about the selected RFQs that have been awarded in the system. Blanket Purchase Agreement. the attributes on the list will apply to all lines added to a negotiation created with that template (though the buyer who is using the template can edit and remove attributes as appropriate). Note the following when generating and evaluating report information: o o o o When entering a category search parameter. Attribute lists are named groups of line attributes (line characteristics) that applies to a line in a negotiation. Any report displaying calculated amounts do not include any RFI amounts. Buyer cannot create inactive lists . enter a name and description of your list and select a status. Active lists are available for use by buyers during negotiation creation. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. To run the Awarded Quotes report. click either Create Header Attribute List or Create Line Attribute List . On the Create Header Atttribute List/Create Line Attribute List page. Page 198/209 . savings is zero.

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

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

The default is set in Oracle Purchasing. While you can set the precision for unit-prices entered in a non-RFx/Auction currency when you define your currency list. Agreement Terms If you select blanket purchase agreement as the negotiation outcome. the precision for amounts is automatically governed by the standards defined by the ISO (International Organization for Standardization). nor does it apply to currency amounts such as Bid Total or the bid value of Fixed-Amount price elements. Carrier The freight carrier your supplier should use. The possible values are defined in Oracle Payables. The default address is set in Oracle Purchasing. 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. o Minimum Release Amount *Billing Address Address to which your RFQ/Auction bills should be sent.Oracle Sourcing Help The number of decimal places allowed for per-unit prices entered in the RFx/Auction currency. 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. The ISO standards are used automatically by Sourcing. You can select any of the addresses defined for your operating unit in Oracle Human Resources. *Ship-To Address Address to which the RFQ/Auction items will be shipped. The possible values for your operating unit are defined in Oracle Inventory. o Total Agreement Amount The amount the buyer agrees to spend with the supplier over the course of the agreement. Payment Terms The payment terms for your suppliers. Click the flashlight icon to browser for other addresses. FOB Page 201/209 . Click the flashlight icon to browse for other addresses.

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. you see only the price. The current winning Quote/Bid is enclosed in a circle.5 How do I use the Graphical Monitor to view responses to items in my negotiation? You can use the Graphical Monitor to easily view all the responses given to any item on a negotiation you have created or to which you have responded as long as the negotiation is still open and is not a blind or sealed negotiation. if the bid does not belong to you. if you are a respondent. To use the Graphical Monitor: 1. or you can save the negotiation as a draft by clicking Save Draft. The possible values and the default are defined in Oracle Purchasing. you can use the monitor to graph the progress of the negotiation items and the responses they've received over time. click the "Add Items" link to proceed to the next step. Any time you are on a page on which the graphical monitor icon appears and is enabled. 2. all quotes/bids are displayed as dots. Holding the cursor over a bid displays its current price. Select the item whose performance you wish to see.Oracle Sourcing Help The FOB terms for your supplier. Additionally. 7. Note to Bidders Add Attachment When you have finished entering your business terms and conditions. The possible values and the default are defined in Oracle Purchasing. If the bid belongs to you. Page 202/209 . you see both for all bids. 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 will see your name and price. Freight Terms The freight terms for your supplier. Click View Monitor. The draft document is available from the Negotiations Home page. A new window opens showing the current responses on the item you selected. Click on the monitor icon. your bid is enclosed in a rectangle. 3. If you are the buyer. as well as blind RFQs.

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

You can define the same price element to every language installed. 4. 7.9) Page 204/209 . Click "Price Elements" under Auction/RFQ Tools. click the Auctions or the RFQs tab.this name must be unique within all price element names. Description . click Done. You return to the Price Elements page.a fixed amount for each unit of the item. 3.a fixed amount regardless of the number item units.how the cost for this price element is determined. Per-Unit .a text description of the price element Pricing Basis . 2.The default status is active. On the Price Elements page.this code must be unique within all price element codes Price Element Name . When you have finished entering." 5.a percentage of the final negotiated item price. You can change the statue to Inactive to prevent the price element from being added to any negotiations. Click "Create Price Element.Oracle Sourcing Help To create a reusable price element: 1. Please see How do buyers and suppliers communicate while a negotiation is in progress? (See Section 2. 6.8 Can suppliers communicate with each other while a negotiation is in process? This file has been obsolete. From the Sourcing Welcome page. enter information for the following fields: Code . Fixed Amount . On the Create Price Element page. % of Item Price .4. Status . select the language for which you are defining the price element.

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

which will be automatically substituted with values when the clause is used in a contract. The Library gives the legal department and business organizations a powerful tool to create reusable clauses. You can embed system variables in the clause text.1 About the Contract Terms Library The Contract Terms Library is the central library of all pre-approved clauses. In addition to standard clauses and contract templates. Templates provide a framework for rapid assembly and creation of contracts. and supplier name. These capabilities provide the foundation for contract process standardization and control across the enterprise.Oracle Sourcing Help 7.2 About Variables Oracle Contracts supports the use of business variables (tokens) in clause text. These rules can be applied on a business document to bring in additional clauses based on the information in the business document. contract templates. customer name.9. System variables are also available to be used in defining Contract Expert rules. and Contract Expert rules that can be used to create contracts across the enterprise. Local organizations can then use or duplicate these clauses and templates and customize them to meet their own specific local requirements. 7. Another key feature of the Library is the ability to establish global standards and enforce these standards enterprise-wise. Page 206/209 . Organizations can manage clauses and templates centrally in a global organization. sections. During authoring. the Library supports the creation and maintenance of a library of folders. these tokens will be substituted with values from the business document. Note: The Contract Terms Library is generally referred to as the Library. Clauses can be grouped into sections and stored as reusable contract templates to codify best practices.1.9. and variables. 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. You can use the Contract Expert feature of Oracle Contracts to create rules that represent the business policies of the organization. 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.

You must provide values for these variables. Oracle Contracts supports the following seeded table variables: o o o Lines Modifiers Price Lists Deliverable Variables Attach Deliverable type variables to clause text to display deliverable information as part of contract terms. Note: Table variables are only supported only for Sell intent clauses.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. as part of the contract authoring process. to display product and pricing information as part of contract terms. Oracle Contracts supports the following seeded deliverable variables: o o o o o Supplier Contractual Deliverable Buyer Contractual Deliverable All Contractual Deliverables Supplier Negotiation Deliverables All Negotiation Deliverables User-Defined Variables User-defined variables are tokens that the business defines over and above the system variables. the Payment Terms system variable needs to be captured with the following tags: [@Payment Terms@] Page 207/209 . 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.

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

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

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