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

ORACLE SOURCING On line Help Guide Release 11.5.

10 A collection of the on line help content

April 2006

Oracle Sourcing Help

Contents
1. Getting Started .......................................................................................................... 9 1.1 New to Sourcing? ............................................................................................... 9 1.1.1 What can I do with Oracle Sourcing? ...................................................... 9 1.1.2 What is required of me to participate? ................................................... 10 1.2 Getting Started with Oracle Sourcing............................................................ 12 1.2.1 Frequently Asked Questions: Oracle Sourcing ...................................... 12 1.2.1.1 What is Oracle Sourcing?....................................................................... 12 1.2.1.2 What are the differences between the available negotiation types?....... 15 1.2.1.3 What time saving functions are available to me when creating negotiations? .......................................................................................... 17 1.2.1.4 Who can utilize the spreadsheet functionality?...................................... 19 1.2.1.5 Are reusable invitation lists and reusable attribute lists shared across all three negotiation types?.......................................................... 19 1.2.1.6 What is attribute based negotiation and how can I use it? ..................... 19 1.2.1.7 I just saved a negotiation as a draft document. How do I continue working on it? ........................................................................................ 19 1.2.1.8 How do I stop others from editing a draft negotiation I am working on? .......................................................................................................... 19 1.2.1.9 What is the minimum information I need to enter before I can save a draft negotiation?................................................................................. 20 1.2.1.10 If I have saved a draft of a new Quoting/Bidding round, can I award business to quotes/bids from the previous round? ................................. 20 1.2.1.11 Why do some items in my negotiation have item numbers and others do not? ......................................................................................... 20 1.2.1.12 I know I can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing. What are the differences?.................................... 20 1.2.1.13 What happens if I cancel a negotiation having backing requisitions in Oracle Purchasing? ............................................................................ 21 1.2.1.14 What is Multi-Attribute Weighted Scoring and how does it work?....... 21 1.2.1.15 What does the Price to Total Score ratio mean? .................................... 22 1.2.1.16 What is the difference between Price-Only and Multi-Attribute Weighted Scoring RFQs/auctions? ........................................................ 22 1.2.1.17 Can I accept multiple currencies in my negotiation? ............................. 22 1.2.1.18 How do I invite non-registered supplier contacts to register with the system?................................................................................................... 22 1.2.1.19 How can I invite suppliers to participate in my negotiation?................. 24 1.2.1.20 What is the purpose of notifications? Who receives them and when?... 24 1.2.1.21 When does an invitee receive a reminder email notification? ............... 25 1.2.1.22 Do suppliers need to acknowledge their intent to participate before submitting responses? ............................................................................ 26 Page 2/209

Oracle Sourcing Help

1.2.1.23 Can I respond to a negotiation created by someone in my company? ... 26 1.2.1.24 What is the quickest way to respond to a negotiation that has many line items? .............................................................................................. 26 1.2.1.25 Can I invite additional suppliers to an RFQ or auction I've already created? .................................................................................................. 27 1.2.1.26 How many characters can be entered into the Item Description and the Note fields? ...................................................................................... 27 1.2.1.27 Can the system administrator require buyers to use a certain rank indicator?................................................................................................ 27 1.2.1.28 How can I check which purchase orders were created after completing my RFQ/auction? ................................................................ 27 1.2.2 Getting Started with RFQs ..................................................................... 28 1.2.3 Frequently Asked Questions: RFQs....................................................... 30 1.2.3.1 What are the Unlock Date and the Unseal Date?................................... 30 1.2.3.2 Can I submit multiple quotes per round? ............................................... 30 1.2.3.3 Can I cancel or retract my quote? .......................................................... 30 1.2.3.4 What are the Quote Currency and the RFQ Currency? ......................... 30 1.2.3.5 What is the most efficient way to create an RFQ with several line items? ..................................................................................................... 30 1.2.3.6 What is the most efficient way to quote on many line items in an RFQ? ...................................................................................................... 31 1.2.3.7 How can I view the quote values for all the price elements of an RFQ item? .............................................................................................. 31 1.2.3.8 What is the Promise Date, and why would I enter one? ........................ 31 1.2.3.9 Is an RFQ always blind or sealed and why? .......................................... 31 1.2.3.10 How can I invite a group of people from a supplier?............................. 31 1.2.3.11 Can I invite additional suppliers to subsequent rounds of an RFQ? ...... 31 1.2.3.12 In a sealed RFQ, can I see who is bidding? ........................................... 32 1.2.3.13 Why can't I see the graphical monitor in a sealed RFQ? ....................... 32 1.2.3.14 Can I close my RFQ earlier than the original close time? ..................... 32 1.2.3.15 How do I start another round of quoting in an RFQ? ............................ 32 1.2.3.16 Can I modify an initial RFQ for the next round? ................................... 33 1.2.4 Getting Started with Auctions................................................................ 33 1.2.5 Frequently Asked Questions: Auctions.................................................. 36 1.2.5.1 What are the different auction styles?.................................................... 36 1.2.5.2 What is the difference between Quote/Bid start price and target price? ...................................................................................................... 36 1.2.5.3 Why isn't there a target price for every item? ........................................ 36 1.2.5.4 What is the target price used for?........................................................... 36 1.2.5.5 Can someone in my company award an auction that I create? .............. 36 1.2.5.6 Can two people from the same company bid on the same auction? ...... 36 1.2.5.7 When two respondents from the same company place bids, can they view each other's bid details?................................................................. 37 1.2.5.8 If my RFQ/auction is open to all suppliers, why would I invite suppliers to participate?.......................................................................... 37 1.2.5.9 How do I initiate a new round of quoting or bidding?........................... 37 1.2.5.10 Why is the "Can bidders see other bidders notes and attachments?" bid control not available for blind auctions?.......................................... 40 1.2.5.11 Can a bidder retract a bid? ..................................................................... 41 Page 3/209

Oracle Sourcing Help

1.2.5.12 Why can't I always view scores and weights set up by the buyer? ........ 41 1.2.5.13 Why are display-only attributes not visible in the Bid Compare page? ...................................................................................................... 41 1.2.5.14 How can I extend an auction beyond the close date/time? .................... 41 1.2.5.15 How do two bids with the same score get ranked if the prices are the same?................................................................................................ 41 1.2.5.16 What is a Single Best Bid?..................................................................... 41 1.2.5.17 What is the difference between Proxy and Power Bidding?.................. 42 1.2.5.18 How does Proxy Bidding work in Multi-Attribute Weighted Scoring auctions? ................................................................................... 43 1.2.5.19 Can a bidder see the names of the other bidders? .................................. 43 2. Help for Sourcing Buyers ....................................................................................... 44 2.1 Creating Negotiations ...................................................................................... 44 2.1.1 Creating RFIs, RFQs, and Buyer's Auctions.......................................... 44 2.1.1.1 How do I create a new negotiation?....................................................... 44 2.1.1.2 How do I create a new Request for Information (RFI)? ........................ 44 2.1.1.3 How do I use Quick Links?.................................................................... 47 2.1.1.4 How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents?..................................... 47 2.1.1.5 How do I edit a negotiation document Autocreated in Oracle Purchasing? ............................................................................................ 50 2.1.1.6 What information must I provide to create my negotiation header?...... 51 2.1.1.7 Can I accept responses in multiple currencies?...................................... 55 2.1.1.8 How do I restrict a supplier to a particular currency? ............................ 56 2.1.1.9 How do I add lines to a negotiation?...................................................... 57 2.1.1.10 How do I define services related lines?.................................................. 63 2.1.1.11 What are response controls?................................................................... 64 2.1.1.12 Can I ensure that an award recommendation gets approved before I generate its purchasing document? ........................................................ 68 2.1.1.13 How do I invite suppliers to participate in my negotiation? .................. 69 2.1.1.14 How do I create an amendment to a negotiation? .................................. 70 2.1.2 Templates, Spreadsheets and Lists......................................................... 71 2.1.2.1 How do I use negotiation templates? ..................................................... 71 2.1.2.2 What are line attributes and attribute lists, and how do I use them?...... 71 2.1.2.3 How do I create and edit negotiation templates? ................................... 72 2.1.2.4 How do I create and edit a reusable invitation list? ............................... 73 2.1.2.5 What happens to the item category when I create a negotiation by applying a template and using spreadsheet upload? .............................. 74 2.1.2.6 What happens to the attributes/price elements when I create a negotiation by applying a template and using spreadsheet upload? ...... 74 2.1.3 Item Attributes, Attribute Scoring, Price Elements, and Price Breaks..................................................................................................... 75 2.1.3.1 What are line attributes, and why would I add them to my negotiation lines? ................................................................................... 75 2.1.3.2 How do I add line attributes to my negotiation? .................................... 75 2.1.3.3 Can I base my award decision on line attributes other than just price? ..................................................................................................... 78 2.1.3.4 How do I define weighted attributes and scores for my negotiation lines? ...................................................................................................... 81 Page 4/209

............................3..................... 88 2.3...............................5 2..............................5 How do I create a deliverable and use it in a negotiation document?............... and how do I use them?................................... 95 2............. and how are they used? ....2 Using Oracle Services Procurement and Oracle Procurement Contracts.3....4.......4 What are contract terms and conditions................. 115 2.......2 What is a sourcing event? ................................................4................... 96 2.1............... 100 2.................................... 102 2............................7 How do I analyze the responses I have received?......1..... 84 What are Reusable Price Element Lists...1............................................1 How do I access negotiations? .......3....2 How do I monitor the negotiations I have created? ...3 Monitoring Negotiations.1.......................1. 107 2................4.... 91 2.13 What is shortlisting and how do I use it? .................................4.................1 How do I create a deliverable and use it in a negotiation document?............................................................................................1 What are some negotiations strategies I can use? ..................Oracle Sourcing Help How do I use price elements? ...........1....3...........3 Are there any shortcuts available when creating a sourcing document? ..............3....................4..... 97 2......................8 How do I view the backing information for lines AutoCreated from Oracle Purchasing?.........3.. and how do I create and use them? .......................................4.............................12 How do security levels work? ...............................................7 What are price breaks................ 96 2...............1.4 What are Your Negotiations at a Glance?.........3.................................................1..... 103 2....................4 Can I create and save sourcing documents without submitting them? ..........4................................ 102 2........................................................6 ....2..........4..........4.............4................12 How do I change my auction's AutoExtend settings while the auction is in progress?............1.....9 What are amount based line types....................4.................... 106 2........... and how do I use them in my negotiation?.............................. 103 2............... 98 2........2 What kind of services can I negotiate for?..............................7 What are contract terms and conditions......... 98 2................1............13 What are global agreements............... 86 2...............................................3 How do I respond on behalf of suppliers without Internet access?..... 105 2.....1................................................. 84 2.... and how do I use them?...................3 How do I define services related lines?. 93 2...... 110 2....... 99 2.......................3.................6 How do I download the responses I have received? ...3. 108 2.............................2...5 How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line?..........................1..1....10 Can I invite additional suppliers to a negotiation I've already created? ............3................................. 88 2......3................. 117 Page 5/209 2.......3..................................................................3............................... 106 2.1....3.......2.............. 116 2.... 107 2...... 109 2........... and how do I use them?..................... 114 2...1...........11 How do I extend a negotiation that is in progress? ............................4 Additional Creation Topics .......3.......... 104 2.1...6 How do I copy a sourcing document?...........4..11 Who can participate as team members? ...9 How do buyers and suppliers communicate while a negotiation is in progress? ...........10 How do collaboration teams work? ....................................................... 92 2............. 114 2..........3.....2...... 105 2........1.............................. 112 2................................... and how do I use them in my negotiation?...........4..........14 How do I initiate a new round of responding?....................8 What are price breaks.......................... 100 2.

129 2.17 How do I create an amendment to a negotiation? .................................................4.............................................. 144 4................................... 143 4......................................9 How do I disqualify responses I receive for an RFI.... 145 What is the Awarded Quotes report? ............... 144 What is the Awarded Bids Detail report? ...................... 141 2.....1..........................8 How do I allocate backing requisitions among awarded items? ......................1 What is Sourcing Intelligence? ...........................3........... 147 4................................5 Searching for lines and categories................ 136 2............ 144 4..........................1.....4 Awarded Quotes report . 133 2. 121 2............................ My Profile ..........1..............4 Searching for suppliers:... 120 2........5...5 Searching.. 145 4...2......3...Oracle Sourcing Help How do I close a negotiation before its scheduled close date and time?................................................... 124 2.....3...............1 Awards by Supplier report .........4...13 What is contract binding?.18 How do I print information on my negotiation? ...... 140 2.1......... Sourcing Buyer Intelligence Reports. 120 2.............2 Searching for all negotiations to which you have access:...................5.1.......................3.............1..........................................................3 How do I export data to a spreadsheet? ...4. 137 2............................................. 145 4........ 147 4.......................19 How do I view the approval history for my negotiation? ....................16 How do I cancel a negotiation?...........................1 How do I run reports? ............................................1 How do I update my Sourcing personal options? .....11 Can I see information on my negotiations once I have completed awarding them? .... 133 2...............1..........................1 Searching for your negotiations in which you are participating: ..................20 How do I manage deliverables I have assigned to a negotiation?....1 What is the Awards by Supplier report? .................................................................................5.......................................1.....6 How do I manually score header attributes? ....4......4.......................................... 124 2...............2 What are the Sourcing Intelligence reports I can generate?........................... or auction? .............................. 143 4.........................2 How do I unlock and unseal a sealed RFQ or auction? ...................... 124 2.4........... 147 4.........................1.......................5..3...................................................................................4 How do I award business in an RFQ or auction?...........15 .... 124 2.........4...2.......4 Awarding Negotiations ................................................................2 Intelligence Reports ....3.......................................................... 141 3.......1.........2 Savings by Category report.......................... 139 2. 137 2.................................7 How do I use a spreadsheet to award negotiation items?...5 How do I download the responses I have received? ........................... RFQ.................. 142 4.......... 120 2..5........... 130 2........ 142 3............... 122 2...................4.10 What information is contained on the Award Summary page? ...............................1.......6 Searching for addresses:.....7 Searching for lists......5...........................1 How do I view the responses I have received? ..... 143 4............2.....1 Introduction to Sourcing Intelligence..5..........4.......................... 123 2...................... 143 4......... 138 2........... 143 4.......... 127 2...3 What are the different methods I can use when performing awards? .........2.............................. 137 2..... 128 2.......12 How do I generate a purchase order document? ..............3.....3 Searching for draft negotiations ...1 How do I search for information on Oracle Sourcing? .....1.............................................................1...........4....................... 131 2.........1............4.......... 138 2..........................2.............................2 What is the Savings by Category report?. 148 Page 6/209 2....4.........................................2...........5...................3 Awarded Bids Detail report .....................................1............................ 139 2....................4................ 135 2......................................................................

...................................4 How do I view the details of a negotiation before placing a response? ............2...... 168 5.........................................................2 Can international companies participate? ........2...................3 Searching.... 177 5....1 Responding to Negotiations... 167 5........................ 158 5................ 161 5......11 How do I respond to a deliverable defined to a negotiation?....................................2......................................................9 How do I print information on my negotiation? .13 How do I download a spreadsheet and respond offline?...3 How do I track the status of my responses?. 150 5....4 What is the Awarded Quotes report? ....................................14 How do I rebid on an RFQ or auction? ......................................5 How do I respond to a Request for Information (RFI)?............. 179 Page 7/209 ...... 164 5. 177 6..2.............. 149 5......1...1.............................................................1 What are the benefits of registering and participating in this system? ............................................1................................... 150 5................1..................1...................................................................................1....3 How do I respond to a negotiation? .................................... 158 5............................................4 What information is contained on the Disqualified Responses page? .... 162 5..............3 What is a WinZip (or zip) file? ..1......8 How do I use item attributes and price elements when responding to a negotiation? ...... 150 5.................... 178 6... 154 5............... 153 5..........7 How do buyers and suppliers communicate while a negotiation is in progress? ...................................1 How do I monitor negotiations to which I've responded? ....................................................................2............................. 176 5. 178 6................... 172 5..................................................1..................................3...............................................................7 How do I view the attachments associated with the negotiation to which I am responding? ......................... 169 5........................ 151 5................1........Oracle Sourcing Help 4...................................12 How do I respond to a service-related line?........ 159 5.........19 How do I respond to a service-related line?.................................2. Additional Information......16 Why would a negotiation have special terms and conditions? ............................2 How do I use Quick Links?.. 178 6........ 163 5................................. 174 5.............2 How do I use Quick Links?........2 Monitoring Negotiations.................... 179 6...1.............................. 165 5.............................. 159 5....2..............2.......6 How do I submit a response online? ....2.2........................................... 170 5.......11 How do I turn off proxy bidding? ......................................... 173 5...... 161 5............................ 175 5.................................10 How do I respond to an amendment to a sourcing document? .......................1......... 167 5...........5 What information is contained on the Awarded Items page? . 170 5.3 What is the Awarded Bids Detail report? .......................15 How do I respond to a negotiation that has gone to an additional round of responding?.......... 164 5................................ 167 5....2.................9 What is AutoRefresh? ... Help for Sourcing Suppliers......6 What information is contained on the Rejected Items page?.......2...1....1..........1............2............................................1.... 148 4.........1............1......................................... 167 5................................................... 152 5.............1 How do I search for negotiations? ....1..................1..........17 How do I respond to an amendment to a sourcing document? .. 152 5.......1 How do I access negotiations? .....................1 Additional Topics .......................................12 What is power bid?............................10 What is proxy bidding and how does it work?.......................................8 How do I turn off proxy bidding? .........................1... 166 5..... 163 5..2........................18 How do I respond to a deliverable defined to a negotiation?................................................................................................................................1..1..

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

RFQ. see Getting Started for Buyers. see Getting Started for Suppliers. To monitor the negotiations in which you are participating. click "Edit" under the Drafts Quick Links section. Getting Started for Buyers As a Sourcing Buyer you have access to a wide range functionality with Oracle Sourcing. This system also provides graphical summary and detail reports (See Appendix 7.1 “Creating Negotiations”). Click the Intelligence tab on the Sourcing Home page. among others. If you are responsible for administering the Sourcing system. You can monitor your negotiations in real time and communicate with participants using online discussions.Oracle Sourcing Help 1. click the Preferences link at the top of the page. Page 9/209 . request for quotations (RFQs). and password. click the appropriate link(s) in the Quick Links section of the Negotiations Home page.1 “How do I update my Sourcing personal options”). date format. If you are a Sourcing Supplier. 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. You can create a request for information (RFIs). Getting Started 1. buyer's auction (See Section 2. check the Negotiations at a Glance section. You can enter many different personal options such as your language. To create an RFI.1 New to Sourcing? 1. see Getting Started for the Sourcing Super User. and Buyer's Auction.1. If your system is integrated with Oracle Purchasing.1 “What are the Sourcing Intelligence reports I can generate”) for many transaction types. To manage draft negotiations on which you and others may be working.1 What can I do with Oracle Sourcing? If you are a Sourcing Buyer. 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. click the appropriate create link from the Quick Links section of the Negotiations Home page. To create templates and reusable lists to simplify negotiation creation.

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

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

Prices are established based on actual supply and demand at the time the negotiation is transacted. enabling them to efficiently obtain the best possible prices for goods and services.3.2. quantity.1.1. and item-specific attributes. Buyers and sellers.1. can bypass intermediaries and establish relationships that might not have been possible using more traditional methods of buying and selling.4 “How do I create and edit a reusable invitation list”) Sourcing Template (See Section 2.2.4.2. who might never meet face-to-face.1.1 Frequently Asked Questions: Oracle Sourcing 1.1 What is Oracle Sourcing? Oracle Sourcing offers flexible negotiation capabilities to buyers and sellers.2 Getting Started with Oracle Sourcing 1. The four different types of sourcing documents available . Page 12/209 .requests for quotations (RFQs).Oracle Sourcing Help 1.16 “Why would a negotiation have special terms and conditions?”) RFIs Oracle Sourcing allows buyers to qualify a wide group of suppliers and their products and services using RFIs.1. but on lead times. and buyer's auctions.1.1 “How do I create an attribute list?”) Reusable Invitation Lists (See Section 2. Common Functionality All sourcing document types have the following common functionality to simplify the negotiation creation process: Reusable Attribute Lists (See Appendix 7. requests for information (RFIs).2.7 “Can I accept responses in multiple currencies”) Multiple Language support Notes and Attachments (See Chapter 6.2 “Glossary”) Terms and Conditions enforcement (See Section 5. and then use that information to create negotiations that drive prices based not only on price.1.6 “How do I copy a sourcing document”) Multiple Currency support (See Section 2. “How do I create and edit negotiation templates?”) and Copy features (See Section 2. Buyers use real-time interaction to obtain information on suppliers' products and services.2. Buyers can use the information obtained to subsequently conduct an RFQ or buyer's auction.

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

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 .

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

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

1.7) 2.8) Extend/Early Close (See AutoExtend (See Section Section 2.1.4.1.8) Section 5.1.1. submit Other Proxy Bidding (See Attribute Based Section 5. Convert to negotiation document (See Section 2. Multiple Quotes The RFQ business process allows suppliers to submit a single quote per round.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.2.8) Price Elements (See Manual Section 5.4.1.1. Page 17/209 . terms and conditions.10) Bidding (See Power Bidding (See Section 5.3. have previously created. The details of the document such as the controls. Bids buyer. and invitation list are copied into a new document which you can edit if necessary.Oracle Sourcing Help Attribute Based Bidding (See Section 5.10) Price Elements Attribute Based Bidding (See Section (See Section 5. or any other users in your organization.3.4.4.15) scheduled close Minimum Bid date. item information.11/2.4.7) 1.11) an RFQ or close an RFQ earlier Early Close (See Section than the 2.1.4.1. Manual Extend/Early Close (See Sections 2.15) Buyers can manually extend an RFI or close an RFI earlier than the scheduled close date.8) RFIs use item attributes to solicit item information from suppliers.1.11) 2.1.11) Buyers can Manual Extend (See manually extend Section 2. Multiple If allowed by bidders may multiple bids. Decrement/Increment (See Section 2.2) Information obtained during the RFI can be used to create a new negotiation document.8) 5.1.11) Price Breaks (See Section Price Breaks (See Section 2.

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

called item attributes. From this page.7 I just saved a negotiation as a draft document.2. that allow bidders/suppliers not only to respond to the price. and delivery.1.1. Item attributes and their responses comprise the heart of the RFI process. 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.2. These attributes represent important aspects of the item for which the buyers need information from their suppliers.1. 1. When creating an RFI. optional. From this page you can access and edit any of your draft negotiations. you can click "Manage Draft Negotiations" to access the Manage Draft Negotiations page. buyers define attributes for negotiation items. 1. Buyers can efficiently create and award RFQs and auctions while suppliers can also use this functionality to assist in bidding in auctions or submitting quotes for RFQs. ensuring that only one user can work on a draft at any time." Alternatively. Suppliers reply to the item attribute. Depending on the setting chosen during the negotiation creation. but also to other features salient to each item.6 What is attribute based negotiation and how can I use it? Attribute based negotiations enable buyers to define multiple item-specific characteristics. The document is released when Page 19/209 . you can click "Continue editing your draft.2. You are granted exclusive control until you release it. 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. you see the Confirmation page. these attributes can be either required.2. in essence "answering" the buyer's question.1. quantity.8 How do I stop others from editing a draft negotiation I am working on? Every time you edit a draft negotiation the system automatically locks the document.4 Who can utilize the spreadsheet functionality? Both buyers and suppliers can utilize the spreadsheet functionality to save time when creating or Quoting/Bidding on multi-line item negotiations. these lists are shared across all document types and can be accessed by the buyer as required.2.Oracle Sourcing Help 1. 1.5 Are reusable invitation lists and reusable attribute lists shared across all three negotiation types? Yes.1.

you can delete the draft for the new round from the Manage Draft Negotiations page. 1.Oracle Sourcing Help You save it. If you wish to create a draft for a new round. The system automatically updates the status of the previous round to Closed. the system automatically updates the status of the previous round to Round Completed. 1.2.2. What are the differences? You can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing.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. You submit it (the draft becomes a valid negotiation in the system). can I award business to quotes/bids from the previous round? Once you save a new round of Quoting/Bidding. making it available for award. You delete it from the Manage Draft Negotiations page. can unlock draft auctions/RFQ which were locked by other users.) Another user removes the lock. You can save an negotiation as a draft as soon as you get to Step 2. Negotiations lines entered directly in Oracle Sourcing can include item numbers and item revisions if the item information was retrieved from the Item Master. Negotiations with Round Completed are not available for awarding.11 Why do some items in my negotiation have item numbers and others do not? Item numbers and item revisions appear if the negotiation item is AutoCreated from a requisition line having an item from the item master.2. you are not required to enter any information.1.1. It is removed from the system.2. The information from the previous round is enough to save a draft.) 1.1. such as the Sourcing Super User.12 I know I can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing. (The original creator can always unlock a draft.10 If I have saved a draft of a new Quoting/Bidding round. However. (Users with the appropriate function security. The draft creator selects the draft and clicks Unlock on the Manage Draft Negotiations page. Each has its own benefits: Page 20/209 . 1.1.

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

suppliers can quote/bid on price. 1.2. 1.2. the bidder/supplier must lower the Quote/Bid price for the item and/or submit responses to the weighted attributes that increase the total score for the item. the negotiation currency defaults to the functional currency defined for your operating unit. however.1. reflected in the Price to Total Score ratio. Though suppliers in a multi-currency negotiation can submit responses in several currencies. 1. It is the ratio of Quote/Bid price of an item to the sum of the weighted scores of all the Quote/Bid values submitted for that item.2. item attributes can be scored and weighted. The buyer can still award the item regardless of the ratio.1. you can invite these users Page 22/209 . In other words. the system will automatically convert the responses to the negotiation currency.1. they are allowed to respond in only one currency per response.2. When you create a new negotiation. A buyer can view bids plotted on a Price to Total Score graph to assist in analysis of quotes/bids. To lower the ratio for an item included in a bid.16 What is the difference between Price-Only and Multi-Attribute Weighted Scoring RFQs/auctions? In a price-only negotiation.Oracle Sourcing Help 1.18 How do I invite non-registered supplier contacts to register with the system? If a supplier company has already been defined to your system (using Oracle Purchasing) and you know of any non-registered contacts at the supplier company whom you wish to invite to current or future negotiations. However.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. it offers the best value for the money. quantity. The winning response is decided based on the buyer's definitions of the relative importance of item attributes. delivery dates and attributes of an item.1. In both price-only and Multi-Attribute Weighted Scoring negotiation. the buyer can still award the negotiation to any supplier regardless of the Price to Total Score ratio values. the system ranks the supplier only on the basis of price. you can allow bids or quotes in currencies other than the negotiation currency. The lowest ratio among competing responses may not offer the lowest price.17 Can I accept multiple currencies in my negotiation? Yes. but it offers the lowest price per point of score. The lowest ratio receives the highest rank. In a Multi-Attribute Weighted Scoring negotiation. Whenever you view the responses you have received.

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

2. click "Register a Supplier User.Oracle Sourcing Help To register a user yourself: Anyone with the Sourcing Super User authorization. can directly register and approve users. Select the applications to which the user will have access. 1. Invitations are automatically sent to each supplier. You receive a confirmation that the new user has been registered. From the Portal page.19 How can I invite suppliers to participate in my negotiation? You can invite suppliers to participate in your negotiation by selecting them from the Supplier Master or by applying predefined invitation lists. Click Register. a buyer with the appropriate authorization can add the company to your Supplier Master).20 What is the purpose of notifications? Who receives them and when? Notifications are used to communicate specific events to users.2. 1. 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 . Event Recipient Purpose To inform them that the negotiation is open for previewing or bidding To invite them to acknowledge intent." 2. 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.1. On the Register an External User page. 1. acknowledge intent.1. 3.

1.21 When does an invitee receive a reminder email notification? If companies do not acknowledge participation by a certain time. they receive a reminder email notification once the negotiation has opened for either previewing or responding. or all a certain Quote/Bid has been quote suppliers in the sealed disqualified RFQ. Negotiation Duration Reminder Email Sent Equal to or less than One hour after the Preview/Open Date 24 hours Page 25/209 . Cancel negotiation a All invitees and suppliers To notify them the negotiation is closed To notify the suppliers that the RFQ or auction has been awarded and how many lines have been accepted or rejected Award an RFQ or All suppliers auction Starting a new Suppliers who are invited To invite them to participate in an round in an RFQ for the new round additional round of negotiation or auction All suppliers from the Starting a new To notify them that they are not previous round who are round in an RFQ invited for the additional round of not invited in the new or auction negotiation round Invitee not acknowledging Supplier intent within the responded allowed time who hasn't To inform and encourage invitee to acknowledge intent to participate 1. When the reminder gets sent depends on the duration of the negotiation. The negotiation duration is the length of time between either the preview date (if the buyer specified one) or the open date.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.2. and the close date.

1. It is not mandatory to acknowledge your intent before submitting responses. Otherwise. however. if they are added after the original reminder time. You cannot respond to any negotiation that your company owns. you can respond to negotiations created by your company's affiliates.1.22 Do suppliers need to acknowledge their intent to participate before submitting responses? Suppliers are encouraged to acknowledge their participation intention after they receive the invitation email. 1. However. Bulk loading is also useful if you respond in similar negotiations that occur repeatedly. you can upload it to enter your responses into the system to. Such acknowledgments are intended to enhance communication between buyers and suppliers and inform buyers of the potential participation. If the buyer starts another round of negotiation before the reminder time.23 Can I respond to a negotiation created by someone in my company? No.2. If the negotiation is closed.2.24 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. 1. the reminder is not sent.1. they do not receive reminders. you can download a spreadsheet which you can complete offline to specify your response information. Once you have completed this spreadsheet.2. these new invitees receive reminders at the original time. The new round of negotiation is now treated as a regular new negotiation and invited companies in the new round should acknowledge their intent to participate again.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. then invitees do not receive any reminder. 1. If additional companies are added before the original reminder time. then invitees do not receive a reminder. canceled or deleted before the reminder time. they receive it at the original reminder time. Page 26/209 .

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

Oracle Sourcing Help 1. Once suppliers have submitted an initial round of quotes. Page 28/209 . Suppliers cannot view competing quotes while the negotiation is in progress.2.1 “How do I create an attribute list”). RFQ Capabilities RFQ templates (See Section 2. Steps in the RFQ process include: 1.3 “How do I respond to a negotiation”).5.2. Buyers initiate RFQs that may include multiple line items by publishing the RFQ and inviting suppliers. RFQ modification or awarding (See Section 2.1.1. RFQ is typically used for complex items or services such as made-to-order manufacturing items or construction projects.4. Reusable attribute lists (See Appendix 7. Reusable invitation lists (See Section 2.Suppliers view the RFQ details and submit their quotes online. 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. RFQ monitoring (See Section 2.1. 2.3 “How do I create and edit negotiation templates”). RFQs typically consist of multiple rounds with competition focused on whether supplier(s) can meet the specific requirements.2. RFQs enable buyers to collect quotes from suppliers for complex and hard-to-define items or services.5 “How do I use price elements”). Buyers analyze the quotes and either award the RFQs or modify the RFQs and open them for another round of quoting. Price elements (See Section 2. Once the RFQ is completed. RFQs supports both blind and sealed RFQs. 4. buyers can review quotes and award the RFQ or submit a modified RFQ for another round of quoting.1.2 “How do I monitor the negotiations I have created”).4 “How do I award business in an RFQ or auction”).1. suppliers are immediately notified of the results via online notifications.1 “How do I create a new negotiation”). Quote preparation and submission (See Section 5.Buyers can monitor real-time quote activity and take appropriate action. 3.2.2 Getting Started with RFQs RFQs support the full business process to solicit quotes from suppliers. The RFQ process usually lasts days or weeks through multiple rounds of negotiations.3.4 “How do I create and edit a reusable invitation list”). RFQ creation (See Section 2.

1. Graphic RFQ monitor (See Appendix 7.14 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”). or auction”).4. and how do I use them”).7 “What are price breaks.5.1.11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2. (See Section 2. Canceling RFQs (See Section 2.4.4 “How do I award business in an RFQ or auction”). Page 29/209 .3.7 “What are reusable price elements and how do I create them”). Multi-round quoting (See Section 2.5.16 “How do I cancel a negotiation”)and Disqualifying quotes (2.6 “How do I submit a response online”) and offline (spreadsheet quoting).13 “How do I download a spreadsheet and respond offline”).4.2 “How do I monitor the negotiations I have created”). Capture Total Cost (See Appendix 7. Multiple RFQ styles: blind or sealed (See Section 6.1.1.16 “Why would a negotiation have special terms and conditions”) Quoting online (See Section 5.15 “How do I close a negotiation before its scheduled close date and time”). (5. Quote comparison (See Section 2. Sourcing Events (See Appendix 7. Terms and Conditions enforcement (See Section 5.4. Manual extend (See Section 2.1.5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”). RFQ. Online or offline awarding capability (spreadsheet awarding).4.5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Purchase order generation Attribute based quoting (See Section 5.2 “Glossary”).Oracle Sourcing Help Price breaks (See Section 2.8 “How do I use item attributes and price elements when responding to a negotiation”).2 “Glossary”). Real-time status updates Notes and attachments (See Section 6.9 “How do I disqualify responses I receive for an RFI.6 “Why are some RFQs and auctions associated with a sourcing event”). Monitoring quote activity in real-time (See Section 2.14 “How do I initiate a new round of responding”).1.4. Integration with Oracle Purchasing (See Section 2.

you can submit multiple quotes within the same round.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. This allows you to create your multi-line RFQ quickly. Quote Currencies Additional currencies in which quotes will be accepted.2.2 Can I submit multiple quotes per round? If allowed by the quote controls. Suppliers can choose the Quote currency in which they will place their quotes.3. 1. The Unseal Date is the date when the buyer unseals the unlocked RFQ allowing the suppliers to view the quotes as well.2. you can upload items using a spreadsheet.3. 1.1 What are the Unlock Date and the Unseal Date? The Unlock Date is the date when the buyer unlocks the closed RFQ to view the received quotes. 1.4 What are the Quote Currency and the RFQ Currency? RFQ Currency The RFQ currency is the functional currency for the set of books of the organization under which the RFQ was created.3. An RFQ buyer can setup an RFQ to accept quotes in multiple currencies by selecting the RFQ currency and then identifying any Quote currencies in which quotes will be accepted.3.Oracle Sourcing Help 1. 1. but you must enter the weights and scores for an item's scored attributes online.2. ensuring the integrity of the submitted RFQ items. Quotes are converted to the RFQ currency for quote review.2. You can prepare your list of RFQ items offline and upload the completed spreadsheet. You can contact the buyer who created the RFQ and ask to have your quote disqualified.3 Can I cancel or retract my quote? No.2.3 Frequently Asked Questions: RFQs 1.2. It is the RFQ buyer's reference and review currency. Page 30/209 . In a Multi-Attribute Weighted Scoring RFQ. but quote disqualification is at the discretion of the buyer. The system validates the data.3.

2. you can enter the address in the Additional Contact Email field during negotiation creation.3.2.3.Oracle Sourcing Help 1.3. Promise Date is an required field. Suppliers complete the quoting process by uploading the spread sheet back to the system.11 Can I invite additional suppliers to subsequent rounds of an RFQ? Yes. An automatic invitation will be sent to each invited supplier. In all other cases. 1.8 What is the Promise Date. the Promise Date is required only if the RFQ uses multi-attribute weighted scoring and Promise Date is one of the scored attributes. Page 31/209 .3.2. you can invite additional suppliers by using the same process employed during the initial RFQ creation.3. the most efficient way for a supplier to quote is to use a spreadsheet to download the contents of the RFQ and prepare the quotes offline. This is one of the feature of RFQs and mirrors the general off-line behavior of this negotiation model.2. Downloading the RFQ contents allows suppliers to quickly respond. When creating additional rounds for an RFQ.2. In an RFQ whose outcome is a blanket purchase agreement. 1. 1. and why would I enter one? In an RFQ whose outcome is a standard purchase order. During the upload.6 What is the most efficient way to quote on many line items in an RFQ? If an RFQ consists of many line items.10 How can I invite a group of people from a supplier? Ask the supplier (or a supplier contact) to create a group email list that includes all the individuals who should receive the negotiation notifications. You can invite suppliers by selecting them from the supplier master list. you can enter a Promise Date to differentiate your response from other competing responses. spreadsheet items are validated to ensure the integrity of the submitted quote. See How do I invite suppliers to my RFQ or auction? for details on identifying contacts.3.7 How can I view the quote values for all the price elements of an RFQ item? You can view the quote values for an item's price elements from the Negotiations Summary page. 1.2. When Promise Date is an optional response. 1. completing multiple item attributes. the Promise Date is optional. Once the supplier has provided you the email address.9 Is an RFQ always blind or sealed and why? An RFQ is always either blind or sealed.

3.2. Select Start New Round from the Action Menu.3.15 How do I start another round of quoting in an RFQ? Once an RFQ has been closed. you can start another round of quoting. you can modify the following: Title Style Ranking method Rank indicator Preview Date/Time Open Date/Time Close Date/Time Award Date/Time Collaboration team information Item information Invitation List Notes and attachments Page 32/209 .3.13 Why can't I see the graphical monitor in a sealed RFQ? While an RFQ is sealed. can I see who is bidding? In a sealed RFQ. you can see how many quotes are being placed.14 Can I close my RFQ earlier than the original close time? If you select the Early Close option when specifying quote controls. none of the details are available for viewing by any suppliers. you can manually close your RFQ earlier than the original close date/time. Use the negotiation number in the Search Negotiations fields on the Negotiations Home page to access the negotiation. 1. 3. however. On the Start New Round page.2. you can use the Graphical Monitor to view quotes.3.2. 1. Once the buyer has unlocked and unsealed the quotes. you cannot see either the name of the respondent or the details of the bid until you unlock the RFQ.2.Oracle Sourcing Help 1. 1.12 In a sealed RFQ. On the Negotiations Summary page. 1. select Close Early from the Action menu to close the RFQ. 2.

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

1. Once the auction is completed. Reusable invitation lists (See Section 2. Proxy bidding (See Section 5. Price breaks (See Section 2. Monitoring the bid responses (See Section 2. Page 34/209 . bidders are immediately notified of the auction results via online notifications. The buyer analyzes the bids and awards the auction based on the price. Power bidding (See Section 5. blind or sealed (See Section 6.3.2.3.1.1.6 “Why are some RFQs and auctions associated with a sourcing event”).4 “How do I award business in an RFQ or auction”). bidders can view competitive bids during the auction. 3.11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2.4 “How do I create and edit a reusable invitation list”).3 “How do I create and edit negotiation templates”). bid attribute value(s). Capture Total Cost (See Appendix 7. Multiple Auction styles: open. If permitted by the auction rules.5. 4.Oracle Sourcing Help auction items and submitting bids online. Manual extend (See Section 2. Reusable attribute lists (See Appendix 7.7 “What are reusable price elements and how do I create them”). Minimum Bid Decrement/Increment (See Section 2. Sourcing Events (See Appendix 7.1.1 “How do I create an attribute list”).4.2 “How do I monitor the negotiations I have created”).2 “Glossary”).The buyer and all other participants can monitor the real-time activity during the auction and take action as necessary.4.4.1. Price elements (See Section 2.1. Attribute based bidding (See Section 5.15 “How do I close a negotiation before its scheduled close date and time”).2. Autoextend feature (See Section 2. and how do I use them”). Auction features include: Auction templates (See Section 2.1. Evaluating and awarding bids (See Section 2.5 “How do I use price elements”).8 “How do I use item attributes and price elements when responding to a negotiation”).1.10 “What is proxy bidding and how does it work”).12 “What is power bid”).11 “What are response controls”).1.7 “What are price breaks.1.11 “What are response controls”).1. bid quantity.2.

4 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”).Oracle Sourcing Help Canceling auctions (See Section 2.9 “How do I disqualify responses I receive for an RFI.16 “How do I cancel a negotiation”) and Disqualifying bid (2.5. Page 35/209 . RFQ. Bid comparison (See Section 2.4. Monitoring bid activity (See Section 2.1.4. Graphic Auction Monitor (See Appendix 7.2 “How do I monitor the negotiations I have created”).4.6 “How do I submit a response online”) and offline (spreadsheet bidding). or auction”).5.1.4 “How do I award business in an RFQ or auction”).13 “How do I download a spreadsheet and respond offline”).2 “Glossary”).5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Notes and attachments (See Section 6.5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”).1. (5.1. Online or offline awarding capability (spreadsheet awarding). Integration with Oracle Purchasing (See Section 2. (See Section 2. Purchase order generation Real-time status updates Bidding online (See Section 5.

3 Why isn't there a target price for every item? Target price is an optional value. buttons.2 What is the difference between Quote/Bid start price and target price? When creating a new RFQ or auction.5 Can someone in my company award an auction that I create? If granted the appropriate authorization.Oracle Sourcing Help 1. provided that: 1.1. 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. Everyone can see the bid content once the auction is unsealed. Buyers are not required to designate a target price for every item. The target price is the price you hope to pay for one unit of an item.5.5. or task bar options”).6 Can two people from the same company bid on the same auction? Yes.2. 1. you can optionally set a bid start price (quote start price for an RFQ) and target price for every item in the RFQ or auction. and 3. someone else at your company can award an auction created by you. Blind: Only the buyer can see the bid content Sealed: Neither the buyer nor the suppliers can see the bid content until the auction closes.2.2. The buyer can see the bids once the auction is unlocked. links.2. 1. but only the buyer can see the identity of the bidder.1 What are the different auction styles? The buyer can choose from three types of auctions: Open: everyone can see the bid content.2.4 What is the target price used for? The target price is mainly used for internal performance analysis for the buyer. The bid controls for this auction allow multiple bids per round . Note: Two people from the same cannot quote in the same RFQ. All registered users in a company can bid on the same auction. The auction to which they are responding is not owned by their company 2.5.5. The buyer can also choose to display the target price to the bidders for reference. 1.4 “Why can't I access some pages.5. 1.2.2.5 Frequently Asked Questions: Auctions 1. You can elect to display the target price to participants. 1. Page 36/209 .5. They have the appropriate function security (See Section 6.

8 If my RFQ/auction is open to all suppliers. Page 37/209 . RFQ. and your RFQ/auction appears in that supplier's "Open Invitations" list of invitations.5. none of the previous responses submitted are available for awarding. 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). When you invite a supplier (See Section 2.1.5.7 When two respondents from the same company place bids.1.13 “How do I invite suppliers to participate in my negotiation”) to participate. can they view each other's bid details? Depending on the auction style. you might want to send invitations to increase specific suppliers' awareness of your RFQ/auction and encourage participation.2.2.Oracle Sourcing Help 1. the bidders will be able to see different information as shown below: Auction Style Other Bidder's Viewable Information Company Name Time of bid Bid details Any Notes and Attachments (if notes and attachments are viewable for auction) Company Name Time of bid Company Name Time of bid Open Blind Sealed/Locked Company Name Sealed/Unlocked Time of bid or Bid details Sealed/Unsealed Any Notes and Attachments (if notes and attachments are viewable for auction) 1. why would I invite suppliers to participate? For a public RFQ/auction. After you initiate a new round of responding. or auction has closed. you are not required to send invitations to any suppliers.2. that supplier receives an e-mail notification about your RFQ/auction.5.9 How do I initiate a new round of quoting or bidding? After your RFI. 1. However.

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

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

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

15 How do two bids with the same score get ranked if the prices are the same? The earliest bid gets a higher rank. once one user at a company responds. a company can place one bid in each round when being invited to that round Page 41/209 .5.14 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.2. the bidder can only view the resulting Price to Total Score for a bid. best bid" is selected for a multi-round auction. You can specify whether the auction is extended from the original close time or from the time when the winning bid has been received.5. 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.5. Manual Extend allows you to manually extend your auction close date/time before the auction closes. Bidders cannot respond to display only attributes so there is no value for comparison. 1. When the buyer hides scores/weights. 1.11 Can a bidder retract a bid? If a bidder has submitted.2. When the bid control "No .2.13 Why are display-only attributes not visible in the Bid Compare page? Display only attributes are used to convey information to bidders.16 What is a Single Best Bid? A Single Best Bid is a response to an auction that allows only one bid per company.Oracle Sourcing Help 1. no other user at the same company can bid. however. The response is at the company level. 1.2.5.2. the bidder can contact the buyer and ask to have the bid disqualified.2. You can also define the total number of auto extensions and the extension period. You can also specify if the autoextend is for the entire auction or particular line items.5. is up to the discretion of the buyer. 1. if Bidder B bids triggering a proxy bid for Bidder A and the resulting bid results in the same Price to Total Score ration. Bidder B receives the higher rank because the proxy bid was created by the system after Bidder B's bid. AutoExtend extends the duration automatically if new bids are received in the closing minutes of the auction. that is.5. Bid disqualification.A bidder must submit a single. For example.

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

00.00) has not yet been reached. 1. Page 43/209 . you may need to closely monitor Multi-Attribute Weighted Scoring auctions which also use proxy bidding. not just the bid price. However. For example.00.18 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.2. a proxy bid decrement of USD10. Supplier identities are never revealed to other bidders.00. Supplier B then places another bid of USD 92.19 Can a bidder see the names of the other bidders? Bidders cannot see other bidders' identities. Since Supplier B's bid price is less than Supplier A's bid price. but since Supplier B's bid price is still higher than Supplier A's bid price. You may need to cancel the proxy bidding process to redefine attribute information to improve your price to total score ration. since proxy bids are generated based only on the price of the competing bid.5.00. Supplier A places a bid of USD 95. This bid (84/90) is now the winning bid. And since Supplier A's proxy minimum (75.00 with a score of 90 for the item. Supplier A's proxy is triggered to place a new bid of USD 84.5.2.00 and a proxy minimum of USD 75. Supplier A's proxy will only be triggered again if there is a bid with a price lower then USD 84.Oracle Sourcing Help 1. Therefore. This bid (94/100) is better than Supplier A's bid (95/90). To avoid these situations. Supplier B's bid is the winning bid even though the bid price is higher.00 with a score of 100 for the same item. a bid can be beaten based on the Price to Total Score ratio without triggering a new proxy bid. Now Supplier B's bid (92/100) is better than Supplier A's bid (84/90). Supplier A's proxy is not triggered. Supplier B then bids USD 94. he cannot modify any attribute responses to try to improve his score.

11 “What are response controls”) Enter Your Terms and Conditions (If Oracle Procurement Contracts is bought and licensed) (See Section 2. and Buyer's Auctions 2.Oracle Sourcing Help 2. and how do I use them in my negotiation”) Invite Your Suppliers (See Section 2. RFIs are used more for gathering information on goods and service provided by a supplier than to lock in particular price information. Enter Negotiation Lines (See Section 2. At the conclusion of the RFI cycle.1. you can save time by copying an existing RFI/RFQ/Auction. 2. Help for Sourcing Buyers 2.1. There are four main steps to creating a new negotiation: o o o o Create Your Negotiation Header (See section 2. o If you have previously created an RFI. Define Your Response Controls (See Section 2. Therefore.1.1.1. This allows you to return to the creation process at a later time or have multiple people working on the same negotiation.1 How do I create a new negotiation? Use the instructions on this page to create Sourcing negotiations (RFIs.1.2 How do I create a new Request for Information (RFI)? RFI's are used to qualify suppliers and their goods and services for subsequent procurement activities. You can create a negotiation and save it as a draft before submitting it. and buyer's auctions).13 “How do I invite suppliers to participate in my negotiation”).1.7 “What are contract terms and conditions.1. RFQ. RFQs.4.6 “What information must I provide to create my negotiation header”).1. RFIs can be taken to multiple rounds until the buyer has enough information to identify supplier(s) with which to deal. Page 44/209 .1. one unique feature of an RFI is that buyers can choose to define negotiation line items without price and quantity and specify lists of criteria to which suppliers must respond.9 “How do I add lines to a negotiation”). RFQs.1. You can also create new negotiations quickly by applying a negotiation template.1. or auction.1.1. the information contained in the RFI can be copied into an RFQ or buyer's auction.1 Creating RFIs.1 Creating Negotiations 2.

Describe the RFI. Add line information to the RFI Specify response controls. 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. A couple of the product criteria you might be interested in are: the level of product support a supplier can provide. select Start New Round from the Actions menu. On the negotiation summary page. Note that at this point. Page 45/209 . To take an RFI to a new round. 2. the specific platforms the product can run on. you may wish to perform several rounds responding before you feel you have gathered enough information to complete the RFI. you could add two required line attributes called Support and Platforms. you use the same process to create an RFI that you use to create a buyer's auction or RFQ. Invite suppliers (possibly optional) Specifying Criteria for Negotiation You use line attributes to identify the criteria on which you wish to obtain information from the suppliers who respond to your RFI. you are not concerned yet with negotiating the price. When you are defining your negotiation line (purchasing application software). only identifying the most appropriate suppliers.Oracle Sourcing Help Creating an RFI In general. If you defined the response control to allow multiple rounds of responding. assume you're intending to acquire a purchasing application for use within your buying organization. be aware of the following size limits: Attribute name: 240 characters Target value: 4000 characters Response: 4000 characters Taking an RFI to a subsequent round of responding. Once closed. 1. Since you use the attribute fields to specify detailed item information you are interested in. you must first close it. you can return to the negotiation summary page.

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

1. When using AutoCreate.1.3 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. The links are organized by task and negotiation type so you can find the link for the task you wish to perform. You can use this number to access the document in Oracle Sourcing and to Page 47/209 . you can use requisition information in Oracle Purchasing to create a draft sourcing document that you can then access and edit.Oracle Sourcing Help 2.1. The AutoCreated document is assigned a document number. you can search for requisitions according to different attributes such as item or category and include them in a single document.1. Buyer Operations Creating negotiations Creating templates and reusable lists Managing draft negotiations Creating and managing sourcing events Updating profile information Supplier Operations Responding to negotiations Monitoring active responses Managing draft responses Viewing award decisions Updating profile information 2. Once you have identified the requisitions in which you are interested. 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. AutoCreate uses the requisition information to create a Buyer's Auction or Sourcing RFQ. one-step access to your most commonly performed Oracle Sourcing tasks. Requisition information in Oracle Purchasing can come from any of several locations such as: Oracle iProcurement Oracle Purchasing Using AutoCreate AutoCreate allows you to select requisitions stored in Oracle Purchasing to create a Buyer's Auction or Sourcing RFQ. Simply clicking the link takes you to the page where you initiate the operation.

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

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

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

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

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

or personnel qualification. o o Currency Shows the default currency for the negotiation. the precision for amounts is automatically governed by the standards defined by the ISO (International Organization for Standardization). Examples might include a supplier's years in business. The possible values for your operating unit are defined in Oracle Inventory. This is the buyer's default currency. The possible values and the default are defined in Oracle Purchasing. The precision you set doesn't apply to perunit prices entered in a currency other than the RFx/Auction currency. you inspect the supplier's response and manually enter a value that you think reflects the acceptability of the supplier's response. Page 53/209 . See Can I accept responses in multiple currencies? for instructions on allowing additional currencies. The default is set in Oracle Purchasing. See "What are score settings and how do I use them in header attributes?" for information on defining score settings. o Price Precision The number of decimal places allowed for per-unit prices entered in the RFx/Auction currency. During award time. The possible values are defined in Oracle Payables. Click Manage Response Currencies to allow responses in more than one currency. for example. customer service or on-time percentage. See "How do I score header attributes?" for instructions on subjective scoring of attributes. Attributes You can define negotiation header attributes to request information from suppliers at the negotiation level. 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 Freight Terms The freight terms for your supplier. Header attributes can be weighted and scored and used when subjectively scoring the supplier. ownership. The ISO standards are used automatically by Sourcing. Carrier The freight carrier your supplier should use.Oracle Sourcing Help o Payment Terms The payment terms for your suppliers. You can also use header attributes to enter information about a supplier or response that is not available to the supplier. While you can set the precision for unit-prices entered in a non-RFx/Auction currency when you define your currency list.

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

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

Select the User Specified Rate type. You can use predefined exchange rates (Corporate Exchange Rate) or specify your own exchange rates (User Specified Rate). The page redisplays. click Apply.09 meaning .8 How do I restrict a supplier to a particular currency? If you allow multiple response currencies for your negotiation. Select the response currency. To restrict a supplier to a particular currency: 1. You assign currencies to specific suppliers when you invite the suppliers to your negotiation. 3. 2.1. After you have selected your suppliers in Step 5. 3.09 kroner to one dollar. If you are finished defining alternate currencies. Enter the date for which you wish to use this set of exchange rates. 2. For example. The system's response currency codes are available from the drop down menu.Oracle Sourcing Help 2. Otherwise click Add Another Row and continue defining currencies and exchange rates. Specify the price precision for the currency.1. select the exchange rate type. Select the checkbox to display the exchange rates if you want to allow respondents to see your response currency exchange rates. Select the response currency you will accept. Page 56/209 . 4. you can choose to restrict specific suppliers to particular response currencies. select a response currency for each supplier. On the Header: Manage Response Currencies page. 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 . If the precision for the response currency is greater than the precision for the negotiation currency. Select the appropriate type for your negotiation. 6. When you have finished defining currency information. 2. To use predefined exchange rates: 1. To define your own exchange rates 1. Define the exchange rate by entering the number of response currency units that equal one unit of the negotiation currency. the system will round when converting responses into the negotiation currency. 5. continue creating your negotiation. The system may contain several different exchange rate types. The description field explains the code.

Any. accept the default value of Online from the Add Line drop down menu. Continue creating your negotiation. if a user submits a rebid. The spreadsheet is useful if you are adding a large number of lines. to a multi-currency negotiation. *Indicates a required field : Page 57/209 ." To add lines online: 1. select how the line will be ranked. On the Create: Lines page. that response currency is available to that supplier alone. how the ranking will be displayed. and how the line will be added and click Go. the follow-up bid must be in the same currency as the initial response. If you wish to score and weight your lines. 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.Oracle Sourcing Help o If you accept the default. or edit a draft negotiation. If you select a specific response currency for a supplier. Line ranking is not performed in RFIs. 3. you must identify the goods or services you want to purchase or for which you want quotes. 3. select Multi-Attribute Scoring as the Ranking type.1. To add a line using the online system. However. You can enter lines online or bulk load lines from a spreadsheet.9 How do I add lines to a negotiation? When you create a new negotiation. Click Go. each in a different currency. On the Lines: Create Line page. The new price precision applies only to the suppliers to whom you assign it. click "Lines. If you selected User Specified Rate in "Step 2: Defining Business Terms and Conditions. From the navigation bar in the top left corner. 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. o o o 2. 2. provide the following information.1. Multiple users in a supplier's organization can submit several initial bids. Your other option is to load the line information using spreadsheet upload. 2. 4. the supplier can only submit a response in either that currency or the negotiation currency." enter an exchange rate for the response currency you selected in the previous step. If the response currency you select for a supplier is not on your currency list.

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

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

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

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

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

make sure you select a temporary labor. 3.10 How do I define services related lines? Services related line types allow you to negotiate on labor contracts.1. add any notes or attachments to the supplier. The Description. General services fixed-price lines use a negotiation outcome of standard purchase order. and Category will default according to the Job you select. To define a temporary labor. Specify how price differentials are to be used within the negotiation (for example. Continue defining the remainder of the negotiation. 3. Enter values in your price fields if necessary. 10. 6. The Description. Search and select a Job from the Job menu. For temporary labor line types. Page 63/209 . is a response to the price differential required) Select the price type (for example. Follow steps 1 and 2 above. If you need to specify price breaks. 9. and then click Go. Create attributes as needed to solicit any additional information for this line. rate-based line type. Job Details. From the Add Line menu on the Create Lines page. Job Details. Continue defining the remainder of the negotiation. vacation). 4.1. and specify the differential associated with this price type. To define a temporary labor. Enter your price breaks including Price Differentials. if appropriate. Create attributes as needed to solicit additional information for this line. and click Go. rate-based line: 1. or click Load from Spreadsheet to upload a previously completed spreadsheet file containing all the line information On the Lines: Create Line page. make sure you select the Global Agreement checkbox. fixed-price line: 1. 11.Oracle Sourcing Help 2. On the Lines: Create Line page. select Online to continuing entering your line description online. make sure you select a temporary labor. You can include services-related lines with regular amount-based and goods-based lines. 5. Search and select a job from the Job menu. Also. 6. click Select Price Break Settings and ensure it is not set to None. 2. 2. add notes or attachments to the supplier. Finally. fixed-rate line type. 5. 7. 4. Unit of Measure and Category will default according to the Job you select. ensure that you choose Blanket Purchase Agreement as the negotiation outcome for temporary labor line types. 8. Finally.

participants. RFQ. fixed-price line type. Continue defining your negotiation . and added line(s). You must have created your negotiation header before you can create negotiation controls. add notes or attachments to the supplier. click the "Controls" link to access the Create Controls page for that negotiation. After you have entered the negotiation header. responding frequency. Follow steps 1 and 2 above. 2. 6. *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. Create attributes as needed to solicit additional information for this line. no further responses may be accepted. Once closed. On the Lines: Create Line page. open and closing times and many other variables. Preview Date Use the pop-up calendar to specify a date/time after which the negotiation information can be accessed by potential suppliers. 5.1.1. You can edit the value to change the time if needed. you set response controls to determine the negotiation length. the negotiation can be closed prior to the defined close date.11 What are response controls? When you create a new RFI. When you extend a negotiation you specify the new close date. and then click Go. make sure you select a general services. Page 64/209 . If you allow the control manual close/close early. 4. If the sourcing document you are working on was AutoCreated using requisitions in Oracle Purchasing. They can view the negotiation's details but cannot place responses. Provide the line with a description and select a Category value. the default time value the system uses is the time when you entered a value in the field. or Buyer's Auction. the time limit for the negotiation can be extended past the original close date. *Close Date Use the pop-up calendar to select the date/time when the negotiation will be closed. If you allow the control manual extend. Finally.Oracle Sourcing Help To define a general services fixed-price line 1. 3. 2. Complete the following fields as appropriate for the negotiation type. Note that for fields where you enter a date and time.

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

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

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

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

You can select the bidders you wish to notify from a list of suppliers. Select how you wish to search for suppliers: o o Click the Add Supplier to search for and add suppliers to your invitation list. Bidders will see your auction when they search using the Active Auctions page. To invite specific suppliers see Inviting Suppliers below. Different sites for the same supplier can each submit a response. Inviting suppliers After entering your negotiations description. You can restrict your auction to bidders you specifically invite by selecting the appropriate control on the negotiation Controls page. select the specific site you wish to invite to the negotiation. If you do. You return to the previous page. To invite specific suppliers see Inviting Suppliers below. select the suppliers you wish to invite and click Invite. Search for and select the Invitation List you want to apply. You can use the same list for all negotiations. you do not have to explicitly invite any suppliers.Oracle Sourcing Help 2.1. and any response controls. business terms and conditions. you can create a participants list on the Create Negotiation: Suppliers page: 1. auctions are open to all bidders by default. Participation in Auctions Unless you specified differently on the negotiation Controls page. line(s). However. or if you frequently invite a certain group of bidders. you can apply a predefined invitation list that identifies these bidders. If there are multiple supplier sites (Supplier Site is another term for Address Name). you can choose to open your RFQ to all suppliers.1. 3. From the search results. you can choose to also send certain bidders notifications of a particular auction to encourage their participation. and you must invite at least one supplier. 2. Page 69/209 . Click Add Invitation List to apply a predefined list of suppliers.13 How do I invite suppliers to participate in my negotiation? Participation in RFQs Participation in RFQs is by invitation only by default. Even though the auction is already open to them.

select Create Amendment from the Actions menu. the user can participate in negotiations. if you know the e-mail addresses of any other contacts at the company (including possibly a distribution list). or updates to line information if necessary. use the active negotiation's negotiation summary page. This update is called an amendment. and there are clauses and deliverables defined to this negotiation. for example. if no preview date/time was specified) and before the close date/time. 5. On the negotiations summary page.. Amendments can be created anytime after the preview date/time (or open date/time. Change the negotiation rules on the Create Amendment: Controls page if necessary. To create an amendment to a sourcing document: 1. The system sends notifications to the invited suppliers providing them details of the negotiation. 2.1. you can enter it in the Additional Contact Email field.Oracle Sourcing Help If there are multiple contacts for each site. 6. you must enter a new Description for the amendment and make any other header level attribute changes you need. Page 70/209 . 4. If Oracle Procurement Contracts is implemented. these can be changed on the Create Amendment: Contract Terms page.. a notification is sent to invite the contact to register and participate in the negotiation.. 1.1. enter any line changes. 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. deletions. Notice that the negotiation number has now been given a suffix. 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. Once the registration request has been approved. select which contact you wish to notify about this negotiation from the Contact menu. 12345. the buyer can update information defined in the document if necessary. On the Create Amendment Header page. additions. On the Create Amendment: Lines page. 2. You go to the Create Header page. The supplier user receives an email notification with the negotiation invitation and a link to access the user registration page. This suffix is incremented every time you create a new amendment for this document.14 How do I create an amendment to a negotiation? After publishing a negotiation. 3. If the contact is unregistered. You cannot add or delete suppliers on the Create Amendment Suppliers page during an amendment. To invite new suppliers. Additionally.

edit. Click the appropriate link under the Create area of Quick Links on the Negotiations Home page. 2.2 Templates. or auction) to create a new document of the same type. Draft amendments are available on the Negotiations Home page if you click Drafts in the Manage Quick Links section. quality. no new responses can be received on the previous negotiation.2 What are line attributes and attribute lists. the buyer can score attribute values to indicate the relative preferability of different responses. On the Create: Header page. Spreadsheets and Lists 2. Once approved (or if approval is not required). or delete any of the negotiation information provided by the template by proceeding through the steps of creating a negotiation. allowing respondents not only to respond to the price.2. click Apply Template. 4. 8.1. To use a sourcing document template: 1. You can review the new changes compared to the current active negotiation by clicking Review. The buyer can define unique line attributes. the Submit button changes to Publish. you can submit the amendment for approval by clicking Submit for Approval on the review page.1 How do I use negotiation templates? You can use a document template of a specific type (RFI. On the results display. and how do I use them? Line attributes enable a buyer to define multiple line-specific attributes. 2. If you have approvers identified on the Collaboration Team on the Create Header page. Approvers will receive notification that they need to approve the amendment. You can add to. All suppliers will be required to acknowledge the amendment and resubmit their responses to be eligible for award. See How do I create and edit negotiation templates? for instructions on creating negotiation templates. When creating a negotiation. Line attributes can then also be weighted to indicate the relative importance of a single attribute among the other weighted attributes.2. select the template and click Apply to create a new negotiation with this template. RFQ. 2. Page 71/209 . These attributes may either require a response or no require a response from the supplier.Oracle Sourcing Help 7. Search for and select the template you want to apply. 3.1. but also to other features and performance characteristics of each line. You can save the amendment as a draft at anytime during the creation process if you click Save Draft. Once you click Publish.1. and delivery.

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

o Status Invitation lists are initially created as active. Sourcing Super Users or users with the Manage Invitation Lists authorization can create.1.2. only you can use your private lists. and use your private lists. complete the following fields (*indicates a required field): o o o *List Name *Description *Access Invitation lists can be public or private. 2. On the Reusable Invitation Lists page. click Submit on the Review and Submit page. edit the list and change the status to inactive. An inactive list will be stored on the system. To inactivate a list. you can also attach an invitation list(s) to a Sourcing document template. To create a new invitation list: 1. Click "Invitation" under the Reusable Lists area of Quick Lists on the Negotiations Home page. The same list can be used for all types of sourcing document types (RFI. Your new list will default to private. Page 73/209 . click "Create New Invitation List. An invitation list can help standardize your business practices by ensuring that all appropriate participants are invited to targeted negotiations. Inactive templates will be stored in the system. You can add an invitation list(s) when creating a new Sourcing document.Oracle Sourcing Help want to change your template's status to Inactive. you can add these participants to a reusable invitation list. An active list can be used immediately. but will not be available for use until reactivated.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. Once you have defined your template. Only you can create. Complete the remaining pages by filling out the fields as appropriate for the negotiation type. then edit your template and select a new status from the drop-down menu at the Status field. but cannot be used to create a new offer until you change the status to Active. edit. 2. All users in your company with the correct authorizations can view and use public lists." 3. 4. and auction). On the Create Invitation List page. you must complete and submit your template. RFQ. edit and manage public invitation lists as well as their own private lists.

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

then bidders must enter the mileage of any bid. you may choose to add one or more line attributes to that line.1 What are line attributes. retail industry negotiation items can include such attributes as "color. Line attributes define 1) unique specifications that you set for a negotiation line. and 2) the details that a participant should provide when responding to that negotiation line. and Price Breaks 2." "style.3 Item Attributes. For example. 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. While the buyer could enter this information in the auction line description. a buyer can create an auction to buy a fleet of 12 vehicles for a delivery service. auction).1. For example. using an attribute to define this specification calls attention to the specification. RFQ.3. In addition. For more information about how to add line attributes to your negotiation items. the result of applying the template and then uploading by spreadsheet is that item A now has seven attributes/price elements and item B has five attributes/price elements. if the buyer marks this attribute as required. The attribute(s) are added to that line only. Page 75/209 .Oracle Sourcing Help For example. and why would I add them to my negotiation lines? When you add a line to a new negotiation (RFI. If there are duplicate attribute/price elements between the template and the spreadsheet.1. the precedence is: 1.000 miles on the odometer. Price Elements. the buyer can add an attribute called "mileage" to specify that the bid item must have fewer than 12.2 How do I add line attributes to my negotiation? You can add multiple line attributes to any line in your negotiation. Adding these as required item attributes that are displayed to bidders can customize your negotiation items to your specific industry. the attribute/price element specified by the template.1." and "SKU number." Metal industry negotiation items can include "grade of metal" as an attribute. see "How do I add attributes to my negotiation lines?" 2. and item B with two attributes/price elements. and your spreadsheet upload includes two items. Line attributes can call attention to industry-specific characteristics.3. if there are three attributes/price elements for your template. Attribute Scoring. 2. When the buyer adds the line (vehicle) to the auction. item A with four attributes/price elements. and do not apply to all lines in the negotiation. the attribute/price element specified on the spreadsheet 2.

Oracle Sourcing Help

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

o

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

o

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

o

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

o

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

o

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

o

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

Oracle Sourcing Help

o

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

o

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

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

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

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Oracle Sourcing Help

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

Oracle Sourcing Help

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

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

62 Response 2: Attribute Quantity Need-by Date Color Response Value 1200 05/01/2002 Red Page 80/209 .31/12/2002 > 01/01/2003 Red Blue 60 100 100 80 50 100 75 Given these definitions. 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.Oracle Sourcing Help Quantity Quantity Need-by Date Need-by Date Need-by Date Color Color < 1000 > 1001 < 31/10/2002 01/11/2002 . the price to total score ratios for the following two possible responses are calculated as shown.

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

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

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

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

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

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

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

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

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

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

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. This takes you to the Manage Events page. 2. 2. To see event details. 3. To use events. You have the choice of canceling only the event or canceling the event and all negotiations associated with it as well. you first create an event. You may also want to create an event if you want to encourage respondents to participate in multiple. To manage a sourcing event: 1. You can continue associating negotiations with the event until its inactive date is reached. On the Create Event page. Once the event is created.4. Your event is opened as soon as it is created. or promise date 2. click the event number link. To see the negotiations associated with the event. To create a sourcing event: 1. 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. 4. Such costs could include service related costs such as training or consulting services. and an inactive date.Oracle Sourcing Help Using price elements Price elements identify additional item costs beyond just price. enter a title. description.1.2 What is a sourcing event? A sourcing event is group of related negotiations. similar negotiations." Note that any draft negotiations associated with this event are not shown. To cancel an event. You can continue to associate negotiations with the event until the event's inactive date is reached. 3. delivery location. you can associate negotiations with the event while creating the negotiation on the Create Header page. You can then start associating negotiations with it. click Cancel. Click "Event" under the Create area of Quick Links on the Negotiations Home page. Click OK. Page 91/209 . You may want to create a sourcing event if you need to monitor several related negotiations as a group rather than individually.

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

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

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

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

you can click Apply and Create Another. Using contract terms is an easy way to create and maintain standardized contract text which can be customized as needed. You can click the negotiation number to see details about the negotiation.Oracle Sourcing Help 6. To apply contract terms to your sourcing document: 1. Note that you will have to specify new Open Date and Close Date values 6.6 How do I copy a sourcing document? You can copy sourcing documents that you or any other users in your organization have created. Verify your negotiation information. 2. otherwise click Publish to open it for responding. When you have finished creating your new negotiation. click Apply. Search for the negotiation you want to copy. and how do I use them in my negotiation? If Oracle Procurement Contracts is installed and licensed. then click Submit for Approval if approvers are specified for this negotiation. you can define your next deliverable. This includes any contract clauses or deliverables (terms. RFQ. Once the page refreshes. Page 96/209 . You need the Contracts Terms Library Administrator responsibility to create and maintain clauses and contract templates in the Contract Terms Library. You need the Manage Contract Terms responsibility to create and maintain contract terms on negotiation documents. Note that most of the information you defined previously is carried forward into the copy.1.4. conditions. and deliverables are available if Oracle Procurement Contracts is implemented). On the Create Negotiation page. or auction). Clicking Copy places you on a new Create Header page with the existing information inserted.7 What are contract terms and conditions. 4. 2. Click "Copy" under the Create section of Quick Links on the Negotiations Home page. You can copy an existing document to create a new document of the same type (RFI.1.4. 2. If there are multiple deliverables to define. 3. To copy an existing negotiation: 1. click Review. 5. click the Copy icon at the right of the page. Once you have found the negotiation you are interested in. click Contract Terms in the navigation bar at the top left side of the page. After you have finished defining your deliverable. you can create contract terms and apply them to your negotiation. Edit your new negotiation by continuing through the creation steps. You can use contract terms to specify legal and other requirements for your negotiation.

you can access it and continue creating your negotiation. and possibly inviting suppliers. or clicking Review to inspect the negotiation prior to publishing it. adding any additional lines.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. The Create Lines page displays any lines AutoCreate created using requisitions in Oracle Purchasing and allows you to create additional lines if necessary.Oracle Sourcing Help 2. 6. After you have created your header by adding a title (and adding/modifying any other information) clicks Lines in the top left navigation bar. 5. delete or modify text. 2. click the requisition number link. For AutoCreated lines. On the Create Contract Terms page. See the Oracle Procurement Contracts online help for instructions on modifying clauses. you may need to view the demand linked to a particular negotiation line. See the Oracle Procurement Contracts online help for information on using contract templates. You can see this line information on the View Requisition Line Summary display. Once the new draft negotiation has been created. 3. To view the backing requisition information during negotiation creation: 1. specifying negotiation controls. search for and select a contract template from the list of values. If you receive any error messages. Along the way. you may wish to view the requisition line information for the lines that AutoCreate carried over from Oracle Purchasing. You can add.4. and then click the Details icon. For example. On the Requisition Summary page. Or you may need the name of a contact who can answer questions you have about the negotiation line. The Requisition Line Details page displays information in the following areas: o Requisition Page 97/209 . click the requisition number link to view detailed information on the line. Click Apply Template. 2.1. 3. you must correct them and validate again. continue by either clicking Suppliers to define a supplier invitation list. This includes all the other tasks such as creating your header. 4. 5. Select Validate from the Actions menu to verify the validity of the contract terms you are defining. 4. When you have completed your contract terms. You can edit the clauses applied by the template as needed.

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

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

Hierarchy The document can be viewed only by the creator. See How do collaboration teams work? for more information on collaboration teams. 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.13 What are global agreements. This is in contrast to a regular blanket purchase agreement which can exist only within the realm of a single operating unit.Oracle Sourcing Help If that member has been assigned a task.1. 2. There are three possible security levels a buyer can select: Public The document can be viewed by any other buyers in the buying organization. members of the document collaboration team (if any). meaning they can view but not update the document throughout its lifecycle. Also. 2.12 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.4. All members identified as approvers must approve the final version before the document can be published. Other members can be selected as approvers of the document. selected members can be assigned specific tasks which they must complete. and if so. the creator's manager. Execution against global agreements can be performed by multiple local operating units.1. the creator's manager.4. and how do I use them? Global agreements allow buying organizations to negotiate pricing and define agreements on behalf of a shared central environment. and the Security Hierarchy members defined in Oracle Purchasing for that document type. Private The document can be viewed only by the creator. some collaborators can be defined as having read-only access. and members of the document collaboration team (if any). when the target date is. For example. Global agreements: Page 100/209 .

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

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

4. 6. rate-based line type. and specify the differential associated with this price type. On the Lines: Create Line page. vacation). you can create documents that negotiate for many different types of services. 9. Also. Unit of Measure and Category will default according to the Job you select. Search and select a job from the Job menu. Job Details. select Online to continuing entering your line description online.2.2 What kind of services can I negotiate for? If Oracle Services Procurement is installed and licensed. If you need to specify price breaks. is a response to the price differential required) 7. or consulting services. Fixed-price services such as corporate accounting services. 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. The charge for this type of service is based on a flat amount for the service provided. There is a fixed amount limit attached to the service. 5. Specify how price differentials are to be used within the negotiation (for example. General services fixed-price lines use a negotiation outcome of standard purchase order. The Description. temporary administrators. The charge for this type of service is based on hourly rates per person. For temporary labor line types. You can include services-related lines with regular amount-based and goods-based lines. Enter values in your price fields if necessary. rate-based line: 1. . make sure you select a temporary labor. Create attributes as needed to solicit additional information for this line. maintenance services. From the Add Line menu on the Create Lines page. To define a temporary labor. and click Go. 8.2. 3. click Select Price Break Settings and ensure it is not set to None. 2. Select the price type (for example. make sure you select the Global Agreement checkbox. Page 103/209 . Enter your price breaks including Price Differentials. Fixed-price temporary labor such as contractors. ensure that you choose Blanket Purchase Agreement as the negotiation outcome for temporary labor line types.3 How do I define services related lines? Services related line types allow you to negotiate on labor contracts.Oracle Sourcing Help 2. or click Load from Spreadsheet to upload a previously completed spreadsheet file containing all the line information 2. if appropriate.

Follow steps 1 and 2 above. On the Lines: Create Line page. Continue defining the remainder of the negotiation. 2. fixed-price line: 1. Follow steps 1 and 2 above. 6. add any notes or attachments to the supplier. 6. 2. Continue defining your negotiation. make sure you select a general services. 5. See the Oracle Procurement Contracts online help for information on using contract templates. Search and select a Job from the Job menu. and how do I use them in my negotiation? If Oracle Procurement Contracts is installed and licensed. add notes or attachments to the supplier. Create attributes as needed to solicit additional information for this line. The Description. make sure you select a temporary labor. Page 104/209 .4 What are contract terms and conditions. To define a general services fixed-price line 1. Finally. 11. click Contract Terms in the navigation bar at the top left side of the page. 3. 4.2. and then click Go. Using contract terms is an easy way to create and maintain standardized contract text which can be customized as needed. On the Create Negotiation page.Oracle Sourcing Help 10. 3. Continue defining the remainder of the negotiation. search for and select a contract template from the list of values. add notes or attachments to the supplier. fixed-rate line type. Provide the line with a description and select a Category value. Finally. and Category will default according to the Job you select. 2. Job Details. Create attributes as needed to solicit any additional information for this line. 4. On the Lines: Create Line page. You need the Contracts Terms Library Administrator responsibility to create and maintain clauses and contract templates in the Contract Terms Library. 5. 2. 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. On the Create Contract Terms page. and then click Go. fixed-price line type. Finally. To define a temporary labor. To apply contract terms to your sourcing document: 1. you can create contract terms and apply them to your negotiation.

you may have several ongoing negotiations. This takes you to the negotiation summary page for that negotiation. continue by either clicking Suppliers to define a supplier invitation list. You can add. Page 105/209 . On the Manage Draft Negotiations page. You can also use drafts to allow a team of collaborators to all work on the same negotiation. To create a new negotiation: Click the appropriate link under the Create section of Quick Links. you must correct them and validate again. If you receive any error messages. 2. You can edit the clauses applied by the template as needed. Click Apply Template. You can also monitor the progress of your open negotiations. Click the "Manage" link under Draft in the Quick Links section of the Negotiations Home page. 6. When you have completed your contract terms.1 Monitoring Negotiations How do I access negotiations? The Negotiations Home page is the central point of access for all your negotiations. 5. 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. To access a draft negotiation: You can use draft negotiations to spread out the creation process over several sessions. search for the negotiation you wish to access. From the Results display.3 2. 3. you can create and submit new negotiations and continue working on any draft negotiations you have in progress. Follow the instructions in How do I create a new negotiation? to create a new negotiation. 2. Review and Submit). See the Oracle Procurement Contracts online help for instructions on modifying clauses . or clicking Review to inspect the negotiation prior to publishing it. To search for your negotiations in progress: At any one time. To access a draft negotiation: 1. select a negotiation and click the appropriate button (Edit. From here.Oracle Sourcing Help 3.3. Select Validate from the Actions menu to verify the validity of the contract terms you are defining. 4. Unlock. delete or modify text.

Once the buyer has received all the bid/quote information. Oracle Sourcing buyers can place surrogate bids on behalf of such suppliers. From the negotiations summary page. Select a contact for the supplier and click Create Surrogate Bid/Quote. To place a surrogate bid on behalf of a supplier: 1. Sign on to Oracle Sourcing with Sourcing Super User responsibility. enter the name or contact of the surrogate supplier in the Supplier field and click Go. 6.3.Oracle Sourcing Help Note that the Your Negotiations at a Glance section shows a limited number of entries based on time remaining. You also search for all open negotiations to which you have access. It is when the buyer receives the offline copy of the response or when the supplier mails/faxes the response.3. 3. To see the complete list of negotiations you created. Page 106/209 . Clicking the number of your negotiation takes you to the negotiation summary page. Click the Responses number to access the Details page for the negotiation. 2.3 How do I respond on behalf of suppliers without Internet access? Sometimes suppliers cannot place their responses online since they have no online access. click Full List. Negotiations in which you are participating appear under Your Negotiations at a Glance. 5. a surrogate bid can be entered into the negotiation. access the negotiation in which you wish to bid by clicking its number. 2. On the Create Surrogate Bid/Quote: Select Supplier and Contact page. enter the Bid/Quote Received Time. Continue from the Terms and Conditions page with regular a response if terms and conditions are required. From the Negotiations Home page. 4. 2. On the Create Bid/Create Quote page. On the negotiation summary page. select Create Surrogate Quote/Bid from the Actions menu. Click the negotiation number to access the negotiation summary page where you can see information on the negotiation. and then click View Response History to see information on responses to this negotiation.2 How do I monitor the negotiations I have created? Access the negotiation you wish to monitor. 7. click Full List. You can also use the Graphical Monitor to view and compare responses to your negotiation. you can either Select View Response History from the Actions menu and click Go. If you do not see your negotiation. and click Go.

o To view the information about the negotiation such as item information. From the Search Results display. Select a negotiation item.Oracle Sourcing Help 2. To view information on responses. you may receive responses from multiple suppliers. select the negotiation and click the Graphic Monitor icon. To compare negotiation attribute values for competing responses: 1. 3. To view the graphical monitor of a negotiation.Price/Score by Time or Price by Score.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. You can easily compare the negotiation attribute values for these competing responses. From the Negotiations Home page. perform a simple or advanced search to locate the negotiation whose responses you want to compare. response controls or invitation list. select the responses you wish to compare and click Compare. then click View Monitor. select the line and click Analyze. identify the negotiation you wish to view. All participants can view the graphical monitor in open style negotiations. 5.4 What are Your Negotiations at a Glance? The Your Negotiations at a Glance feature allows you quick access to all of the open negotiations in which you are currently participating. click Full List.3. To view a complete list of your negotiations. click the number link in the Responses column. On the Analyze Line page. Note that the table displays only a limited number of entries. Select the line(s) whose responses you wish to inspect and choose the type of monitor you wish to view . To perform a side-by-side analysis on all responses to the line. 4. click the graph icon to the right of the negotiation. To view messages sent to you from suppliers (if any) click the number link under the Unread Messages column. 2. Only buyers can view the graphical monitor in blind style negotiations. 2. To use Your Negotiations at a Glance: Under the Your Negotiations at a Glance area of the Negotiations Home page. Page 107/209 .3. o o o Note: The graphical monitor is not available for sealed style negotiations until they are unlocked. click the negotiation number link.

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

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

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

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

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

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

click Full List. If. To manually extend your negotiation: 1. 3. Page 114/209 . On the Extend RFQ/Extend Auction page. On the negotiation summary page. Enter a new close date and time. you cannot extend an auction after its first AutoExtension has been triggered.10 Can I invite additional suppliers to a negotiation I've already created? Any user assigned the appropriate function can add suppliers to a negotiation any time before the negotiation closes. if your negotiation includes a January 15 close date and a January 20 award date. and/or long-term agreement dates.Oracle Sourcing Help 2. your new close date is January 22. 5. 2. specify a new close date and time. You can also enable AutoExtend or modify your AutoExtend settings if you wish. 2. 6. A notification will be sent to all participants. Click Apply. You cannot manually extend your negotiation after it has closed. need-by date. and you extend that auction for 7 days. your new close date is January 18. and your award date remains January 20. Under the Your Negotiations at a Glance section of the Negotiations Home page.3. If you don't see the negotiation. For example.3. However. you entered an award date. click the negotiation number link for the negotiation to which you wish to add additional suppliers. 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.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. On the Invite Additional Suppliers page. 4. Additionally. follow the instructions to add new suppliers. and your new award date is January 27. 2. Select Add Invitees from the Actions menu and click Go. if you extend that auction for only 3 days. select the Extend RFQ/Extend Auction option from the Actions menu and click Go. If your negotiation is not displayed. 3. when creating this negotiation. Under the Your Negotiations at a Glance section on the Negotiations Home page. click Full List. To add suppliers to a negotiation: 1. click the negotiation number for the negotiation you wish to extend. Click Apply.

3. but you cannot change any other AutoExtend settings. You cannot enable or modify AutoExtend settings for an auction that is in a preview period or has closed for bidding.Oracle Sourcing Help How do I change my auction's AutoExtend settings while the auction is in progress? You can initially set your auction's AutoExtend settings while defining bid controls. you can 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. select the Extend Auction option from the Actions menu and click Go. If your auction enters AutoExtend mode. or only those that receive bids during the AutoExtend period) Number of extensions allowed Length of each extension Start time of each extension (at the scheduled auction close time. If your auction enters AutoExtend mode. 2. However. you can change the number of times that the auction can AutoExtend. 2. Once you have made your changed. 4.12 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. click Apply. You can also review and extend your auction's scheduled close date and time. but you cannot change any other AutoExtend settings. However. review your current AutoExtend settings (if any). On the negotiation summary page. 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. On the Extend Auction page. Under Your Negotiations at a Glance on the Negotiations Home page. you can change the number of times that the auction can AutoExtend. 3. click the number for the negotiation whose AutoExtend values you wish to change. 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. or upon receipt of a new winning bid). Page 115/209 .

3. click Apply. For example. Page 116/209 . You can modify the following AutoExtend options: o o o o Lines you want to AutoExtend (AutoExtend all lines. and click Go. 2. On the negotiation summary page. The second group includes suppliers whose responses are unacceptable and whose further responses will be ignored for awards. 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. Note: Once the negotiation is closed. after the analysis of a first round of responding in a multi-round negotiation. Under Your Negotiations at a Glance on the Negotiations Home page. 2. select the Extend Auction option from the Actions menu and click Go. 4. you will not be able to award them any business.You must remove the supplier from the list by changing its status. On the Extend Auction page. All suppliers who participated in your negotiation are initially included in the shortlist. Responses from these suppliers are no longer considered as viable for award decisions. On the Negotiations Home page. review your current AutoExtend settings (if any).Oracle Sourcing Help To change your auction's AutoExtend settings: 1.3. To change a supplier's shortlist status: 1. or upon receipt of a new winning bid) 4. Their response information is displayed only for comparison and analysis. you will see all the responses from the last round. If you choose to shortlist any suppliers. Close the negotiation if it is not already closed. Once you have made your changed. 2. and you are making your award decisions. click the number for the negotiation whose AutoExtend values you wish to change.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. You can also review and extend your auction's scheduled close date and time. you may wish to eliminate certain suppliers whose offers were not acceptable. search for and select the negotiation. On the negotiation summary page. The first group consists of suppliers whose responses fall within an acceptable range and can be considered candidates for awards. select the suppliers and click Change Shortlist Status. On the Award by Quote/Award by Bid page. 3. You do this by removing these suppliers from the short list. select Award by Quote/Award by Bid from the Actions menu.

3. You can Page 117/209 . RFQ. You can also enter search values in the Search Negotiations fields to search for a negotiation.Select Start New Round from the Actions menu and click Go. After you initiate a new round of responding. On the Create New Round: Header page. Possible Description Modifications *Title/Style You can give your negotiation a new name and change the negotiation style. If the negotiation you're looking for is not displayed under Your Negotiations at a Glance. 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). or auction has closed. click the Full List button to see a display of all your published negotiations. or auction has closed. 2. select a negotiation by clicking its Number link under the Your Negotiations at a Glance section. RFQ. .14 How do I initiate a new round of responding? After your RFI. 2. From the Results: Negotiations display. click the Number link for the negotiation you wish to see. You must either wait until the negotiation reaches its close date and time. You can add new members and/or delete existing members. To initiate a new round of responding: You can only initiate a new round of responding after the current round has closed. you have the option of downloading only responses from shortlisted suppliers. On the Negotiations Home page. update your negotiation's header details as appropriate (*indicates a field that must be entered prior to the new responding round). you can initiate a new round of responding from the negotiations summary page: 1.3. Possible Collaboration Team Changes You can change the makeup of the collaboration team working on this negotiation. After the RFI. Security Level You can change the level of security on the negotiation. none of the previous responses submitted are available for awarding.Oracle Sourcing Help Note: If you choose to download your responses into a spreadsheet and make your award decisions there. or you must manually close it early.

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

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

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

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

the clauses and deliverables are printed as well. search for the negotiation you wish to print by clicking the Negotiation Number link. 3. To print a negotiation (for suppliers): 1. 2. If you cannot see all your negotiations. 2. On the Negotiations Homepage. select Print Document from the Actions menu. To print a negotiation (for buyers): 1. Click the Contract Terms link in the navigation bar. your award decision must be approved before you can begin to create a purchasing document.19 How do I view the approval history for my negotiation? If you selected the "Require award approval" negotiation control. On the negotiation summary page. or save it to a location on your machine and review the document there. Page 122/209 . select Print Document from the Actions menu 3. Access the negotiation by clicking its negotiation link. click Full List. These negotiations are listed under the Your Negotiations at a Glance section. search for the negotiation you wish to print.Oracle Sourcing Help defined to the negotiation. 4. Click Preview Contract Terms. 3. 2.3. If Oracle Procurement Contracts is implemented and the sourcing document has contract terms attached to it. you can view the approval status of your negotiation. open and inspect the print directly. When the prompt box appears. or save it to a location on your machine and review the document there To print contract terms only: 1. When the prompt box appears. open and inspect the print directly or save it to a location and review the document locally. search for the negotiation for which you wish to print the contract terms by clicking the negotiation number link. When the prompt box appears. You can view the approval history at any point. On the Negotiations Homepage. On the negotiation summary page. 2. On the Negotiations Home page. Once you have submitted your negotiation's award decision. open and inspect the print directly. but there will only be data displayed after the recommendation has been submittted.

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

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

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

Oracle Sourcing Help Page 126/209 .

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

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

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

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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Oracle Sourcing Help

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

Bidder Office Supplies Your PCs

Bid Quantity 30 30

Consumed Quantity 30 20 10

On Number 12345 12345 98762

Requisition

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

Oracle Sourcing Help

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

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

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

you can use the subtabs to toggle between the Supplier and the Line views. o Closed Negotiations which have been closed. For each entry in the table. o Completed The award process is completed and a purchase order has been requested or a purchase order has not been requested. awarded and completed the negotiation. select Award Summary from the Actions menu and click Go. Click the link in the Number column for the negotiation. On the negotiation summary page. 2. Locate the negotiation whose business you have awarded (note that from the Negotiations Home page. From the list of search results. 3. On the Award Summary page.Oracle Sourcing Help To display the Award Summary page: To use the Award Summary page. Use the Search Negotiations fields at the top of the Negotiations Home page to perform an Advanced Search. This information is stored and can be viewed even after you have closed. To see prior award information: 1. 2.4. select one of the following Status values and click Go. you must have closed the negotiation and made some award decisions. 1. 3. Use this icon to show or hide the detail information for that entry. On the Negotiations Search page. it can be helpful to review award decisions you have made in the past. 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).11 Can I see information on my negotiations once I have completed awarding them? In many situations. o Create Order Negotiations for which the allocation process is in progress or for which the purchase order creation process has been initiated. there is a triangular +/. Page 135/209 . you can do an advanced search looking for negotiations with a status of Award). These negotiations could be taken to a subsequent round of responding or could have their award process initiated.icon in the Details column. 2. 4.

3. 5. On the Create Purchase Order page. click the link to return to the negotiation summary page. you can use an Acceptance Level value of Document and Signature to perform contract binding. Click Submit. 4.4. you can choose whether or not to create a purchase order document. specify the start and end effective dates. On the Review and Submit Complete Award page. 2. On the Confirmation page. On the award Confirmation page. 2. See What is contract binding? for more information. 5. you return to the negotiation summary page to complete the award process and generate a purchase order document. If Oracle Procurement Contracts is installed and licensed. You can see you award information by clicking the link under the Details column (or by clicking "Show All Details"). 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). 6. In you are creating a blanket purchasing agreement. Choose an Acceptance Level from the drop-down menu. Page 136/209 . click Initiate Approval to begin approval for this purchasing document. 4. 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. To complete the award process: 1. If you have an approval procedure set up in Oracle Purchasing.Oracle Sourcing Help 2. click Submit if you wish to complete the award process. 3.12 How do I generate a purchase order document? Once you have saved your award decisions. Select Complete Award from the Actions menu and click Go. you can obtain information on the supplier to whom you awarded business. so you may wish not to notify suppliers until a later date when the purchase document is fully approved). The Confirmation page informs you that the award is complete. To generate a purchase order document: 1. On the Complete Award page.

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

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

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

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

use a wildcard. a search on %Boston might return North Boston as a billing address. you can search for all price element lists that contain a particular price element. a search on br% returns only Brussels. Page 141/209 . such as the percent sign (%). you may need to change the default to a different address. For example.1. On the Search and Select page. however. For each list. To search for and select a different address: 1. 2.7 Searching for lists When creating a negotiation. a search on b% returns both Beijing and Brussels.Oracle Sourcing Help 2. The search value can be an address name. you can search for all lists that contain a particular list entry. In some cases. The Search Results display shows all addresses that matched your search criteria. 2. 2. If you do not know the beginning of the name.5. 3. Additionally. Click the flashlight icon next to the address field. Enter as many search values as required to efficiently qualify your search. For example. You are returned to the negotiation creation page with your new address appearing in the address field. The system performs a begins with search using any search values you entered. a partial name. Click Go. most lists allow you to search by the list name and/or words in the list description. Such lists include lists of item attributes or price elements. To search and apply a list: 1. For example. This includes addresses such as Bill-To and Ship-To.5. you can search using multiple criteria. 3. there are many predefined lists which you can apply to your negotiation to save time and standardize your sourcing practices.6 Searching for addresses: While creating negotiations. enter a search value in the Search field and click Go. On the negotiation creation page. select the list and click the appropriate links or buttons to process the list if necessary and to apply it to your negotiation. or the search wildcard.1. From the Search Results display. many attributes default according to the organization you select. %. click the link to apply a predefined list. Find the correct address and click Select.

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

as well as the total amount awarded to this supplier. You can view the reports online.1. 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. To run the Awards by Supplier report.Oracle Sourcing Help 4.2 What are the Sourcing Intelligence reports I can generate? You can generate any of the following Sourcing Intelligence reports: 4. See "How do I export report data to a spreadsheet?" 4.type (bid or quote). Identify potential savings opportunities. View summary reports that allow additional details. You can sort the report by clicking on the any of the underlined column headings. 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 Introduction to Sourcing Intelligence What is Sourcing Intelligence? Sourcing Intelligence provides all the analytic and transactional reporting for your Sourcing application. If Current Price is not available. savings is zero.1. Sourcing Buyer Intelligence Reports 4. 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. For each supplier.1. 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.2. the report shows the total amount generated by each sourcing transaction. Page 143/209 . Identify negotiation opportunities. Sourcing Intelligence promotes the increased efficiency by enabling visibility and analysis of system transactions.1 4. Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity.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).

select Standard Purchase Order.1. To run the Awarded Bids Detail report. Any report displaying calculated amounts do not include any RFI amounts. the report reflects only the system-hosted catalog item categories. Page 144/209 .3 Awarded Bids Detail report What is the Awarded Bids Detail report? The Awarded Bids Detail report displays detailed information about auctions for which business has been awarded. Section 4. see "How do I run the reports?" Note: For the Auction Outcome report parameter.1. you can generate a Savings by Item (Section 7.2.1) report for the items listed. Once you have generated a Savings by Category report.2. see. savings is zero. If Current Price is not available. 4.1.2.1. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. Note the following when generating and evaluating report information: When entering a category search parameter. or All Outcomes.Oracle Sourcing Help 4. You can view the supporting awarded bid by clicking the Auction number or Bid number. Blanket Purchase Agreement. the report reflects only the system-hosted catalog item categories. The report is sorted by category. Amounts do not include lines where award quantity and award amount are unspecified.3.1 "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. Any report displaying calculated amounts does not include any RFI amounts. To run the Savings by Category report.2 Savings by Category report What is the Savings by Category report? The Savings by Category report displays your total savings broken down by item category. with the category with the highest productive award appearing first. Amounts do not include lines where award quantity and award amount are unspedified.

You can view individual quote details by clicking the quote number. savings is zero. see "How do I run the reports?" Note: For the Auction Outcome report parameter. (If you see an Unknown File Type window.3 How do I export data to a spreadsheet? You can conveniently view report data online. Copyright 2000 Three D Graphics.. 4. If Current Price is not available. savings is zero. 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. After you have generated your report. but at times.. the report reflects only the system-hosted catalog item categories.1. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. you may want to export the data to a spreadsheet application where you can analyze and format the numbers at your discretion. Blanket Purchase Agreement. Generate the intelligence report of your choice. select Standard Purchase Order. To run the Awarded Quotes report. click Save File. or All Outcomes. If Current Price is not available. Inc .Oracle Sourcing Help Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. You are prompted to save the file. There are two main steps in this process: To export report data to a spreadsheet: 1. Inc. 3. See "What are the Sourcing Intelligence reports I can generate?" 2.) Save the file to the drive/location of your Page 145/209 . click Export to Spreadsheet at the bottom of the report page. Note the following when generating and evaluating report information: o o o o When entering a category search parameter. Amounts do not include lines where award quantity and award amount are unspecified.1. Perspective for Java licensed from Three D Graphics. 4.2.

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

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

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

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

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

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

use the Search Negotiations fields to access the Active Negotiations page. pricing. 3. shipping and billing information. click the negotiation number to access the Negotiation Summary page for the negotiation in which you are interested. price elements. Attachments can be viewed by clicking the paperclip icon.2. (See Section 5.Oracle Sourcing Help Creating and managing sourcing events Updating profile information Viewing award decisions Updating profile information 5.1. Under Open Invitations. Alternatively. 2. This includes such information as the time the negotiation. 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. Monitor the action in the negotiation in which you are participating.6 “How do I submit a response online”). Find a negotiation in which to participate (See Section 2. Page 152/209 . (See section 5.4. Click the negotiation number to access the Negotiation Summary page. The Negotiation Summary page displays all the current information for this negotiation. Submit your response (bid.1 “How do I access negotiations”). or quote). the response controls.1. 2.3 How do I respond to a negotiation? Suppliers can respond to public negotiations and private negotiations to which they have been invited. If the item has attributes. To respond to a negotiation you must: 1.1. or price breaks associated with it.1 “How do I monitor negotiations to which I've responded”). detailed item information. 5. you can view information on the item attributes by clicking the "View" link under the Details column. The Notes and Attachments section displays any text messages from the buyer and any attached files.4 How do I view the details of a negotiation before placing a response? 1.

5. From the Negotiations Home page. Line attributes appear under the Lines section of the Page 153/209 . 4.1. most negotiation lines in an RFI have attributes defined. If the negotiation is closed. enter response values as you normally would when bidding or quoting online.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. From the Results: Active Negotiations. You can find open RFIs by entering search values in the Search Open Negotiations fields and clicking Go. the Price and Quantity fields are display only and you cannot enter anything in them.Oracle Sourcing Help If the negotiation is open. Once the appropriate group of suppliers has been identified. RFIs typically run to several rounds as buyers continually refine the groups of suppliers who can most closely supply the products and services the buyer is looking for. RFIs to which you've been invited will appear under Open Invitations. you are required to provide values for these fields. select the RFI to which you wish to respond and click Respond. you can review any current responses by clicking the number link under the Responses/Quotes/Bids column. 2. On the Terms and Conditions page. Since the purpose of an RFI is to obtain product and service related information for a negotiation line. 5. either accept or reject the negotiations conditions. 3. The purpose of RFQs and buyer's auctions is to negotiate line price and costs prior to generating a purchasing document. On the Create Response page. search for any open RFIs or RFIs to which you've been specifically invited. Otherwise. the RFI can be converted to an RFQ or buyer's auction. These line attributes identify the questions the buyer has about a particular line. no one can see the responses until the negotiation is over and unsealed. To respond to an RFI: 1. you can only see the response history if you are the buyer. Buyers use responses to an RFI to qualify suppliers early in the procurement process. The purpose of an RFI is to gather information on goods and services a supplier company provides. If the buyer chose to include the Price and Quantity fields. and the buyer can initiate a regular price/cost negotiation with the targeted suppliers. RFIs may or may not be concerned with line price or costs. If the negotiation is sealed.

click Accept. select Create Quote/Create Bid from the Actions menu to create a response to the negotiation. When you have responded to all required and optional line attributes. On the Create Quote/Create Bid page. click Continue 7. On the Active Negotiations page. If the buyer has defined Terms and Conditions. If so.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. 3.1. be aware of the following size limits: o o o Attribute: 240 characters Target: 4000 characters Response: 4000 characters 6. If you want to view any responses that have already been submitted. you can enter search values into the Search Negotiations fields and click Go to list all negotiations in the system. Page 154/209 . If correct. verify your response values. To submit response online: 1.Oracle Sourcing Help Create Response page. 5. you will see all prices listed in your chosen currency. this value appears in the Target Value column. You can see details of the negotiation on the negotiation summary page. On the negotiation summary page. When entering responses. After reading the terms and conditions. Alternatively. 8. including ones to which you were not explicitly invited to. enter the following information. click View Quote History/View Bid History. On the Create Response: Review and Submit page. After you select a currency. you are asked to read and accept the negotiation terms and conditions. click Submit. If the buyer has chosen to display an attribute target. The Attribute Type column shows you whether a response is required or optional. all response prices (such as start price and target price) will be listed in the RFQ/auction currency. you can select the currency in which you will place your quote/bid. You can only see the existing responses when the negotiation is open or unsealed. Note: Before you select a currency. 2. find your negotiation and click the negotiation number link there. 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).

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

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

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

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

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

Note: After you have submitted your proxy minimum bid amount. then enter a proxy minimum bid only for those items on which you want to proxy bid. Proxy Minimum Bid You must enter the lowest price you are willing to proxy bid for any auction item.400 bid is subsequently submitted. Enter your proxy bid decrement amount. automatic proxy bidding is discontinued. You can change your proxy bid decrement if all items on the bid do not have proxy enabled. Your proxy bid decrement amount will be applied to the current winning bid in the auction. If the bidding on an auction item in which your proxy bidding drops below your proxy bid minimum 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. for example.500 bid in an auction with a proxy bid decrement amount of $100. the system will automatically submit a proxy bid of $3. To submit a proxy bid for any auction item. you cannot change this amount unless the minimum amount is met in the auction bidding or you cancel the proxy bidding on the item. you must provide the following information: Note: If at any time you wish to change your proxy bid information. Proxy Bid Decrement You must enter the exact amount by which you want each of your proxy bids to decrease. you can proxy bid on all or selected items. You cannot enter different proxy bid decrement amounts for each item. if you have submitted a $3.300 on your behalf. Then submit the bid as normal. Use numbers. The Proxy Bid Decrement field will indicate whether you can enter the amount as a percentage or monetary amount (this is determined by the buyer). You can then do any of the following: Enable another round of proxy bidding for the item Enter new proxy bid information. For example. You can also change the proxy bid minimum amounts.75. the system will continue to automatically rebid (by the proxy bid decrement amount you specify) until your proxy minimum bid price is met. Discontinue bidding on the item Page 160/209 . you can cancel your proxy bid and submit a new bid with the updated proxy information. 10. When bidding on an auction that contains more than one item. Whenever your bid price is exceeded by a competing bid price. not your own current bid. and a $3. you can enter your proxy bid information in the appropriate fields on the Create Bid page.

At this point. the bidder may wish to halt the proxy bidding to update bid information. Once you have placed a bid using proxy bidding. When the Rebid page appears. there may be certain instances in which the bidder needs to end proxy bidding early. To cancel proxy bidding. On the Rebid page. 3. However. In both these cases. 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. 2. click the Response number link.12 What is power bid? Power bid allows you to expedite your rebidding when you have bid on several items in the same auction. click Create Bid. you can monitor its progress by locating the negotiation number under Your Active and Draft Responses section of the Negotiations Home page. Click Create Bid to create a new bid.Oracle Sourcing Help 5. Power bidding cannot be used if any of the auction items contain price elements. Select the items for which you wish to disable proxy bidding. the promise date offered by the bidder may need to be updated due to unforeseen situations at the time the proxy was begun. all of your bids (losing and winning) in an auction are improved by the percentage you enter in the Power Bid field.1. To view the details of your current bid. this happens when the bidder needs to update bid information. Once enabled. Cancelling proxy bidding In most cases. and click Cancel All Proxies.1.11 How do I turn off proxy bidding? Proxy bidding allows a bidder to have the system automatically rebid whenever a competing bid is received. click Cancel Proxy at the bottom of the page. For example. it can be allowed to run to conclusion. 5. To continue placing a new bid. Or in a multiattribute weighted negotiation. Page 161/209 . The bidder specifies the amount of the price decrement (expressed as a percentage or a flat price reduction) and the minimum price to offer. the bidder may wish to update the non-price related information to improve the price to total score ratio. The Cancel Proxy Bidding page shows all line items for which you have proxy bidding enabled. the system will continue to rebid at lower prices until the bidder's minimum bid price is reached. proxy bidding in suspended. Usually. When you use power bid. continue entering your new bid information (including new proxy specifications if desired). once proxy bidding has been initiated. 1.

Enter numbers. for example. After you have located a negotiation on which to bid. Your bid prices so not take effect until you click Submit Bid. then click History to review responses. Access the open negotiation to which you wish to respond. The recalculated price appears in the Price field. you may want to look at responses that have already been submitted (not viewable in blind or sealed auctions or in RFQs). select the type of file(s) you wish to download. Click Recalculate to preview your power bid prices. enter the power bid percentage by which you want to decrease each of your bids in the auction. Open the spreadsheet file and complete according to the instructions in the Read Me file included in the zip.1. even if your new bid price exceeds the current best bid for any auction item. your bid status does not change yet.25. Save the spreadsheet file to a convenient location. 7. 5. select Create Quote/Bid from the Action menu and click Go. click Clear Changes. 2. Access the auction on which you want to rebid. 5. 4. You can then enter a new power bid percentage and click Go to revise your power bid. click Submit Bid and review the details of your bid. 6. 3. 4. Bulk loading is also useful if you respond to similar negotiations that occur repeatedly. click the negotiation number and review the negotiation's details and lines. As you prepare to respond. 3.13 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. Because you are only previewing your power bids. When you are satisfied with your power bid prices. To download a spreadsheet and prepare your bid or quote offline: 1. On the Quote/Bid by Spreadsheet page. 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. 2.Oracle Sourcing Help To use power bid: 1. You can download an Excel spreadsheet or a text spreadsheet. Page 162/209 . On the Create Bid page. 5. Save the file. If you want to return to your original bid prices. From the negotiation summary page.

check your response information. If the buyer has updated an item for the new round. After you have located the negotiation in which you wish to participate. 9.15 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. Click Submit. enter your new bid information and click Continue. Click the response link to access the Details page. you can continue placing your re Page 163/209 . On the Rebid/Requote page. The system will validate the response information you entered in your spreadsheet. Access the negotiation on which you wish to rebid. use your Back button. Once the buyer has published the updated RFQ/Auction. you will need to respond to that item again.Oracle Sourcing Help 7.14 How do I rebid on an RFQ or auction? 1. or the buyer may decide to change negotiation criteria such as terms and conditions. Browse to the location where you saved your spreadsheet file. Click Import. or the invitation lists. notifications are sent to the original and any newly added participants. your prior response is carried over to the new round. Quote/Bid controls. 4. 5. You respond to a second-round negotiation the same way as to the initial negotiation.1. click Submit. Verify the details of your quote or bid. 3. If you need to make changes. click Create Quote/Bid. After you have analyzed the updated negotiation information. If the item is unchanged from the previous round. On the negotiation Details page. On the Review Quote/Bid page. The Multi-Round Modifications Summary page shows you negotiation information that has been updated since the previous round. If correct. Once you have displayed the new negotiation. 2. 8.1. 5. you can respond with your new Quote/Bid. If the negotiation is an RFQ. the initial round might have been simply for information gathering purposes. you can easily identify the updated information by clicking View New Round Summary. There are several reasons why this might happen. The Bid Confirmation/Quote Confirmation page displays your bid number.

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

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

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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5. participants can communicate with each other by entering into an ongoing conversation called an online discussion.7 How do buyers and suppliers communicate while a negotiation is in progress? There may be times when buyers and suppliers need to contact each other directly for additional information or clarification. Your Response Number The number you assigned your response. Response Price The price at which you offered to sell the item. The Rejected Items page allows you to drill down into detailed information about the negotiation and your response to it. Page 170/209 . if any. or Buyer's Auction Item Description Description of the negotiation item. Once a negotiation has been published.2.Oracle Sourcing Help 5.6 What information is contained on the Rejected Items page? The Rejected Items page shows you all items to which you responded but were not awarded by the buyer. Response Quantity The number of item units you offered to sell the buyer.2. The Rejected Items page shows: Response Number The number assigned to your response by the system. Negotiation Number The number assigned the negotiation by the system. Promise Date The date by which you promised to deliver the item.| Type The type of negotiation: RFQ. Reason Any message provided by the buyer explaining why the item was not awarded.

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

it can be allowed to run to conclusion.Oracle Sourcing Help Online Conversation Participants Messaging Capabilities The table below details the rules governing the messaging capabilities of the negotiation creator and the respondents. In both these cases. this happens when the bidder needs to update bid information. At this point. However. Usually. proxy bidding in suspended. 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. once proxy bidding has been initiated. the bidder may wish to halt the proxy bidding to update bid information. Once enabled. For example. Note that the rules vary depending on the style of negotiation. Page 172/209 .2. Or in a multiattribute weighted negotiation. Canceling proxy bidding In most cases. the system will continue to rebid at lower prices until the bidder's minimum bid price is reached. 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. the bidder may wish to update the non-price related information to improve the price to total score ratio. the promise date offered by the bidder may need to be updated due to unforeseen situations at the time the proxy was begun.

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

the buyer may need to update some of the information defined in the sourcing document. If there are multiple amendments. Such updates are called amendments. Click Preview Contract Terms. 3.Oracle Sourcing Help To print a negotiation (for suppliers): 1. 5. 5. 2.10 How do I respond to an amendment to a sourcing document? After publishing a negotiation. To respond to a negotiation that was amended before your first response: If the amendment was made prior to your first access. click the checkbox and then click Acknowledge. open and inspect the print directly or save it to a location and review the document locally. Page 174/209 . you must have reviewed all the amendments and placed a response to the latest one. 2. Click the Contract Terms link in the navigation bar. You are informed that the negotiation has amendments and are prompted to acknowledge them. Once you have acknowledged all the amendments. or save it to a location on your machine and review the document there To print contract terms only: 1. 3. 3. On the Negotiations Home page. select Print Document from the Actions menu. On the Negotiations Homepage. Select the negotiation and click Respond. When the prompt box appears. review the document information. 4. search for the negotiation for which you wish to print the contract terms by clicking the negotiation number link.2. you must review and acknowledge the amendments and place a new response. When the prompt box appears. you must review and acknowledge each one. open and inspect the print directly. search for the negotiation you wish to print by clicking the Negotiation Number link. 6. On the negotiation summary page. 4. Click Yes. you will only be able to respond to the amended version. 1. 2. Once a document has been amended. On the Acknowledge Amendment page. Search for the negotiation. you can continue to respond to the negotiation normally. To be eligible for an award decision.

there may be deliverables to which you must respond. Review the information. The amended versions are suffixed with an incrementing counter. Click Acknowledge. Once you have acknowledged all the amendments. Click the suffixed number links to see the different versions of the sourcing document. You use the Create Response page to enter your response to the buyer's negotiation. or click the Review Changes icon to see what information changed between a version and its prior version. 5. and then click the checkbox acknowledging you have reviewed the amendment. 3. The Amendment History page has entries for the original negotiation and any subsequently amended versions. which you must review and acknowledge. you can place a new response on the negotiation. 2. Click Acknowledge Amendment. 5. To be considered for an award decision. you are presented the first amendment. Deliverables are part of the contract terms the buyer may have defined and are typically additional pieces of documentation that must be provided by the supplier. The currently active version has the highest number and is the first entry in the table. 9. If Oracle Procurement Contracts is implemented by the buying organization.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. Click "View Amendment History" to see the changes made to the original negotiation. 8. The Review Changes page identifies the information that has changed. 4. If you placed a response before the amendment was made.Oracle Sourcing Help To respond to a negotiation that was amended after your first response: 1.2. Click the negotiation number link to view the original negotiation and its updates. Page 175/209 . you must acknowledge that you have viewed the amendment and placed a new response 7. On the Acknowledge Amendment page. This includes responses to any contract terms the buyer has defined. Contract terms are displayed in the Contract Terms section of the page. 6. You are presented any additional amendments. 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. The negotiation summary page shows the original version of the negotiation. You can toggle between the current version and its prior version using the buttons.

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):
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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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If you still cannot determine the cause of an error or failure. or if your upload does not complete. button. Your system administrator controls function security by creating a Responsibility consisting of different functions.2 Glossary A Agreement Terms (Blanket Purchase Agreement only) Agreement terms are optional.1. Users who are associated with this responsibility can access and perform specific features. you should contact your system administrator to request additional function assignments. may time out before the system receives the file.6 What if I have problems uploading files? Check the online Help about errors or failures. the connection. task bar option. link. Agreement Start Date/Agreement End Date The period during which the blanket purchase agreement is effective. and (for bulk load jobs only) the job number. buttons. 6.1. or multibyte languages (such as Chinese). some browsers will not upload files or browse directories whose names contain language-specific marks such as accents or umlauts. or task bar options? All system features are controlled by function security and your userid.4 Why can't I access some pages. note the error text if any. If you are using a slow dial-up connection. or other feature. the steps you performed that led to the problem. and apply only when you have selected "blanket purchase agreement" as the auction outcome. Function security means that features can be used only by users who are allowed access to the features. Your Sourcing responsibility assignments determine which features you can use. 6.1. Total Agreement Amount Page 180/209 .Oracle Sourcing Help 6.5 Whom should I contact about technical difficulties? If you experience technical difficulties with this system you should contact your system administrator. links. try placing the file in a WinZip file to reduce the file size or using a faster connection to the system. particularly for large files. Note: Depending on how the system is set up. If the feature in which you are uploading allows. 6. or if you cannot view or access a specific page. If you receive a Task Access Restriction message. Then contact your system administrator.

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

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

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

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

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

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). but will be applied to the bidder's current bid price.000 Bidder B's second bid = $800 Bidder B's third bid = $600 Minimum Release Amount Page 186/209 . Note: A bid decrement amount will always be applied to a bidder's current bid price.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. You can enter either a straight amount or a percentage by which bids must improve. bid decrement = $100 Bidder A's original bid = $1. 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. For example: Auction #1234.Oracle Sourcing Help H I J K L Lead Time The number of days between the order date and the shipment date (not between order date and receipt date). bid decrement = 20% Bidder B's original bid = $1.

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

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

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

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

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

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

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

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

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

Appendix 7.3. Inc. Inc. Page 196/209 . 7.Oracle Sourcing Help 7. Copyright 2000 Three D Graphics.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. For each supplier. 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. see Section 4.1.type (bid or quote). Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity.1.1 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). as well as the total amount awarded to this supplier. Amounts do not include lines where award quantity and award amount are unspedified. If Current Price is not available. You can sort the report by clicking on the any of the underlined column headings To run the Awards by Supplier report. savings is zero.

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

Active lists are available for use by buyers during negotiation creation. Buyer cannot create inactive lists . see "How do I run the reports?" Note: For the Auction Outcome report parameter. savings is zero. You can view individual quote details by clicking the quote number. or All Outcomes. 2. Page 198/209 .1 How do I create an attribute list? You can create attribute lists to include in your sourcing document templates or to use when creating new negotiations. enter a name and description of your list and select a status.1.2. Click "Attribute" under the Reusable Lists area of Quick Links on the Negotiations Home page .Oracle Sourcing Help 7. 7. the report reflects only the system-hosted catalog item categories. select Standard Purchase Order. Note the following when generating and evaluating report information: o o o o When entering a category search parameter. click either Create Header Attribute List or Create Line Attribute List . To create an attribute list: 1.2 Reusable Attribute Lists 7. To run the Awarded Quotes report. If you include an attribute list in a negotiation template. Attribute lists are named groups of line attributes (line characteristics) that applies to a line in a negotiation.4 What is the Awarded Quotes report? The Awarded Quotes report displays information about the selected RFQs that have been awarded in the system. 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). Any report displaying calculated amounts do not include any RFI amounts. 3. Amounts do not include lines where award quantity and award amount are unspedified. Blanket Purchase Agreement. If Current Price is not available. On the Create Header Atttribute List/Create Line Attribute List page. On the Reusable Attribute Lists page. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity.

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

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

*Ship-To Address Address to which the RFQ/Auction items will be shipped. The precision you set doesn't apply to per-unit prices entered in a currency other than the RFx/Auction currency. While you can set the precision for unit-prices entered in a non-RFx/Auction currency when you define your currency list. Click the flashlight icon to browse for other addresses. The default address is set in Oracle Purchasing. Click the flashlight icon to browser for other addresses. o Minimum Release Amount *Billing Address Address to which your RFQ/Auction bills should be sent. The possible values are defined in Oracle Payables. FOB Page 201/209 .Oracle Sourcing Help The number of decimal places allowed for per-unit prices entered in the RFx/Auction currency. The ISO standards are used automatically by Sourcing. You can select any of the addresses defined for your operating unit in Oracle Human Resources. The default address is defined in Oracle Purchasing. The default is set in Oracle Purchasing. Agreement Terms If you select blanket purchase agreement as the negotiation outcome. o Total Agreement Amount The amount the buyer agrees to spend with the supplier over the course of the agreement. 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 possible values for your operating unit are defined in Oracle Inventory. Payment Terms The payment terms for your suppliers. 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 default is set in Oracle Purchasing. The possible values for your operating unit are defined in Oracle Human Resources. the precision for amounts is automatically governed by the standards defined by the ISO (International Organization for Standardization).

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

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

7. 2. Per-Unit .a fixed amount regardless of the number item units. Click "Create Price Element.this name must be unique within all price element names. You return to the Price Elements page. 3. On the Create Price Element page. Description . From the Sourcing Welcome page. % of Item Price ." 5. When you have finished entering.this code must be unique within all price element codes Price Element Name . click Done. Status . Click "Price Elements" under Auction/RFQ Tools. 4. enter information for the following fields: Code .a percentage of the final negotiated item price.a text description of the price element Pricing Basis . 6.The default status is active.4.8 Can suppliers communicate with each other while a negotiation is in process? This file has been obsolete.how the cost for this price element is determined.a fixed amount for each unit of the item. You can define the same price element to every language installed.Oracle Sourcing Help To create a reusable price element: 1. Fixed Amount . select the language for which you are defining the price element. You can change the statue to Inactive to prevent the price element from being added to any negotiations. On the Price Elements page. click the Auctions or the RFQs tab.9) Page 204/209 . Please see How do buyers and suppliers communicate while a negotiation is in progress? (See Section 2.

Non-Standard Clauses Non-standard clauses exist only in business documents.1 About Clauses A standard clause is the legal or business language used to author a contract.2 “About the Contract Terms Library”).Oracle Sourcing Help 7. A non-standard clause is a clause that you create to add in directly into the business document. you must perform the following steps: 1. 3. or you can leave the clauses in draft form. Clauses are drafted based on both business and statutory requirements. Prior to approval. Approve the contract template. Add the clauses to a contract template. not in contract templates. You can either approve clauses before adding them to the contract template. 7. Unless protected. the contract template can contain both approved and draft clauses. all the clauses in the contract template automatically become standard clauses in the business document. You can create templates that include both clauses and deliverables. After you apply the contract template to a business document. Apply the contract template to a business document. 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. Standard Clauses A standard clause is a clause defined in the Library (See Appendix 7. the text of a standard clause in the business document can be changed. or a standard clause that you edit and make non-standard. These templates can then be used to default clauses and deliverables on a contract. at which point the clause becomes a non-standard clause. 2. You can create and modify standard clauses in the Library.9 About Contract Templates Oracle Contracts enables you to define a standard set of templates to easily default terms and conditions for contracts authored by your organization.9.9. Page 205/209 . In order to make standard clauses available to be used in business documents.

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

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

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

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

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