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

...........................................................8 What are price breaks.......2 Using Oracle Services Procurement and Oracle Procurement Contracts..... 114 2............4 What are contract terms and conditions........3......................4 Additional Creation Topics .................. 91 2..............4....................................... 110 2..........2 What is a sourcing event? ..4 What are Your Negotiations at a Glance?.........12 How do I change my auction's AutoExtend settings while the auction is in progress?................3........................ 96 2...........................12 How do security levels work? . 88 2.......................................................................................................................... and how do I create and use them? ......3........ and how do I use them in my negotiation?........................13 What are global agreements..7 How do I analyze the responses I have received?.. 86 2........................ 112 2............3...... 88 2.............2..1. 106 2...............5 2.............................3...............................1....................5 How do I create a deliverable and use it in a negotiation document?......14 How do I initiate a new round of responding?.... 100 2.........................1............. 116 2.. 102 2............................9 How do buyers and suppliers communicate while a negotiation is in progress? ..... 107 2.......1 What are some negotiations strategies I can use? ...... 108 2.................................4..............13 What is shortlisting and how do I use it? ............. and how do I use them?..... and how do I use them?.......... 117 Page 5/209 2.6 How do I download the responses I have received? .. 103 2......3.................................... 106 2.......4..................... and how do I use them?............Oracle Sourcing Help How do I use price elements? ...3 Monitoring Negotiations......................2 What kind of services can I negotiate for?........... 99 2..........................1.7 What are contract terms and conditions...........1.1.2........3 How do I define services related lines?............. 104 2.......1 How do I create a deliverable and use it in a negotiation document?......... 96 2.... 109 2.......................................1..................2........................................ 84 What are Reusable Price Element Lists..........................................................4..................... and how do I use them in my negotiation?............3.....................................................................................................3........4.4..................1... 115 2....................1...............3 How do I respond on behalf of suppliers without Internet access?............1.. 93 2.......................... 100 2....................... 102 2.............1......4......1 How do I access negotiations? ..............4........ 103 2....4.................8 How do I view the backing information for lines AutoCreated from Oracle Purchasing?.............. 107 2...6 How do I copy a sourcing document?.........2.........................10 Can I invite additional suppliers to a negotiation I've already created? .1....................1........... 114 2.....7 What are price breaks...................................... 105 2............6 .. 105 2.....3............................4..........9 What are amount based line types....3................... 92 2..................3. 84 2......................... and how are they used? .4............................3.... 98 2..................3.......4 Can I create and save sourcing documents without submitting them? ......... 95 2...3....................................................................11 Who can participate as team members? ................3........1.......... 98 2.................2 How do I monitor the negotiations I have created? ........3.........4........1.5 How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line?................................1.3 Are there any shortcuts available when creating a sourcing document? ...........................1............................3................................................4.....................................11 How do I extend a negotiation that is in progress? ...........10 How do collaboration teams work? ................................ 97 2...

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

...........2...............1...........1....2........... 153 5...........9 How do I print information on my negotiation? ..2...................................... 150 5........ 172 5.........1........................ 164 5.........2....................... 148 4....... 177 6.............. 167 5....................................8 How do I use item attributes and price elements when responding to a negotiation? .......15 How do I respond to a negotiation that has gone to an additional round of responding?..............17 How do I respond to an amendment to a sourcing document? ..16 Why would a negotiation have special terms and conditions? ...................................................................... 165 5......1........................................2..4 How do I view the details of a negotiation before placing a response? ..................... 167 5..........19 How do I respond to a service-related line?......... 152 5.........................2 How do I use Quick Links?..................1.......12 What is power bid?.......9 What is AutoRefresh? ......................................... 166 5.. 152 5.......................................................1.......................1 What are the benefits of registering and participating in this system? .........6 What information is contained on the Rejected Items page?............1................................................................................. 167 5.........................4 What information is contained on the Disqualified Responses page? ...............7 How do buyers and suppliers communicate while a negotiation is in progress? .3 What is a WinZip (or zip) file? ..........................3 How do I track the status of my responses?............. 179 Page 7/209 ..........2 Monitoring Negotiations..........................................................2....................................2..................1............................................................ 150 5....1....... 173 5.........................5 How do I respond to a Request for Information (RFI)?........................................ 174 5.......................................................... 158 5..............................2... Help for Sourcing Suppliers...1.. 150 5.........................2...................................14 How do I rebid on an RFQ or auction? .......... 161 5..................2......... 176 5..................... 178 6.............................................8 How do I turn off proxy bidding? ....2..........................3........................2 How do I use Quick Links?................1.... 163 5............... 164 5.Oracle Sourcing Help 4....... 162 5...................... 163 5.......1...................................2.......................................... 169 5...1...... 167 5......3 Searching........ 151 5..7 How do I view the attachments associated with the negotiation to which I am responding? ....................................1 Additional Topics ....... 159 5..................1 How do I access negotiations? ............1................................... 168 5... 149 5.................3 How do I respond to a negotiation? ..........................................1..........................6 How do I submit a response online? ........................................................................1 How do I search for negotiations? ............................................................11 How do I respond to a deliverable defined to a negotiation?...1.....................1........... 161 5.12 How do I respond to a service-related line?..................... 170 5............................... Additional Information............. 178 6............................. 177 5...................1......2 Can international companies participate? .1 Responding to Negotiations........1............................... 170 5............1................................3 What is the Awarded Bids Detail report? .1 How do I monitor negotiations to which I've responded? ... 175 5. 159 5.........11 How do I turn off proxy bidding? .................2....................................................10 What is proxy bidding and how does it work?...... 154 5...................13 How do I download a spreadsheet and respond offline?......10 How do I respond to an amendment to a sourcing document? ............................ 158 5.. 178 6........18 How do I respond to a deliverable defined to a negotiation?......2......... 179 6...................................1...........................1...4 What is the Awarded Quotes report? .....5 What information is contained on the Awarded Items page? ..............................................

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

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

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

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

7 “Can I accept responses in multiple currencies”) Multiple Language support Notes and Attachments (See Chapter 6.1 Frequently Asked Questions: Oracle Sourcing 1. can bypass intermediaries and establish relationships that might not have been possible using more traditional methods of buying and selling. The four different types of sourcing documents available .2.6 “How do I copy a sourcing document”) Multiple Currency support (See Section 2.1. “How do I create and edit negotiation templates?”) and Copy features (See Section 2. Page 12/209 . Buyers and sellers.1.3.4.1 “How do I create an attribute list?”) Reusable Invitation Lists (See Section 2.requests for quotations (RFQs). Buyers can use the information obtained to subsequently conduct an RFQ or buyer's auction.2 “Glossary”) Terms and Conditions enforcement (See Section 5. Common Functionality All sourcing document types have the following common functionality to simplify the negotiation creation process: Reusable Attribute Lists (See Appendix 7.1.2 Getting Started with Oracle Sourcing 1.2.2. but on lead times.Oracle Sourcing Help 1.1. quantity. who might never meet face-to-face. requests for information (RFIs).16 “Why would a negotiation have special terms and conditions?”) RFIs Oracle Sourcing allows buyers to qualify a wide group of suppliers and their products and services using RFIs. Buyers use real-time interaction to obtain information on suppliers' products and services.1. Prices are established based on actual supply and demand at the time the negotiation is transacted.2. enabling them to efficiently obtain the best possible prices for goods and services. and item-specific attributes.4 “How do I create and edit a reusable invitation list”) Sourcing Template (See Section 2.1.2.1 What is Oracle Sourcing? Oracle Sourcing offers flexible negotiation capabilities to buyers and sellers. and then use that information to create negotiations that drive prices based not only on price.1. and buyer's auctions.

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

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 .

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

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

3.Oracle Sourcing Help Attribute Based Bidding (See Section 5.11/2. Multiple Quotes The RFQ business process allows suppliers to submit a single quote per round.10) Bidding (See Power Bidding (See Section 5. submit Other Proxy Bidding (See Attribute Based Section 5.2) Information obtained during the RFI can be used to create a new negotiation document.8) RFIs use item attributes to solicit item information from suppliers.11) an RFQ or close an RFQ earlier Early Close (See Section than the 2. The details of the document such as the controls.1.2.4.11) Price Breaks (See Section Price Breaks (See Section 2. terms and conditions.1.1.4. Manual Extend/Early Close (See Sections 2.3 What time saving functions are available to me when creating negotiations? There are many ways you can streamline the creation of sourcing documents: Copying an existing document You can copy documents that you.11) Buyers can Manual Extend (See manually extend Section 2.1.1.3. and invitation list are copied into a new document which you can edit if necessary.1. item information.7) 2. have previously created.15) scheduled close Minimum Bid date. or any other users in your organization.15) Buyers can manually extend an RFI or close an RFI earlier than the scheduled close date.7) 1.1.1.4.8) 5.1.8) Extend/Early Close (See AutoExtend (See Section Section 2.11) 2. Convert to negotiation document (See Section 2. Page 17/209 . Multiple If allowed by bidders may multiple bids.4.8) Price Elements (See Manual Section 5.1.1.1. Bids buyer. Decrement/Increment (See Section 2.1.8) Section 5.1.4.10) Price Elements Attribute Based Bidding (See Section (See Section 5.4.

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

ensuring that only one user can work on a draft at any time. you see the Confirmation page.6 What is attribute based negotiation and how can I use it? Attribute based negotiations enable buyers to define multiple item-specific characteristics. 1. you can click "Continue editing your draft. 1. The document is released when Page 19/209 .Oracle Sourcing Help 1. How do I continue working on it? You can continue working on a document saved as a draft by After clicking Save Draft. Depending on the setting chosen during the negotiation creation. in essence "answering" the buyer's question.4 Who can utilize the spreadsheet functionality? Both buyers and suppliers can utilize the spreadsheet functionality to save time when creating or Quoting/Bidding on multi-line item negotiations. you can click "Manage Draft Negotiations" to access the Manage Draft Negotiations page.2. 1. that allow bidders/suppliers not only to respond to the price. or display only. these lists are shared across all document types and can be accessed by the buyer as required. When creating an RFI.7 I just saved a negotiation as a draft document.2. Item attributes and their responses comprise the heart of the RFI process.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.2. You are granted exclusive control until you release it. quantity.2. and delivery. From this page you can access and edit any of your draft negotiations. Buyers can efficiently create and award RFQs and auctions while suppliers can also use this functionality to assist in bidding in auctions or submitting quotes for RFQs. Suppliers reply to the item attribute.1. buyers define attributes for negotiation items. these attributes can be either required.5 Are reusable invitation lists and reusable attribute lists shared across all three negotiation types? Yes.1. These attributes represent important aspects of the item for which the buyers need information from their suppliers. From this page.1.1. called item attributes. 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." Alternatively. optional. but also to other features salient to each item. 1.2.1.

What are the differences? You can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing. you are not required to enter any information. The information from the previous round is enough to save a draft. Negotiations with Round Completed are not available for awarding.2.Oracle Sourcing Help You save it.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.) Another user removes the lock. you can delete the draft for the new round from the Manage Draft Negotiations page. The system automatically updates the status of the previous round to Closed. Negotiations lines entered directly in Oracle Sourcing can include item numbers and item revisions if the item information was retrieved from the Item Master.) 1. such as the Sourcing Super User.1. making it available for award. You can save an negotiation as a draft as soon as you get to Step 2. 1. can unlock draft auctions/RFQ which were locked by other users. The draft creator selects the draft and clicks Unlock on the Manage Draft Negotiations page.2. (The original creator can always unlock a draft. Each has its own benefits: Page 20/209 . 1. It is removed from the system.2.12 I know I can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing.10 If I have saved a draft of a new Quoting/Bidding round. 1.1.9 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 delete it from the Manage Draft Negotiations page. You submit it (the draft becomes a valid negotiation in the system).1.1. However. If you wish to create a draft for a new round. can I award business to quotes/bids from the previous round? Once you save a new round of Quoting/Bidding. the system automatically updates the status of the previous round to Round Completed. (Users with the appropriate function security.2.

Weights and scores can be assigned to the custom attributes. the more desirable the attribute value or range of values. breaks. The higher the weight.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. or need-by date. Page 21/209 . 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. It then ranks the scores for the same item from different respondents based on a Price to Total Score ratio. The higher the score. Custom attributes having weights and scores are called weighted attributes and require a response. 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. quantity.Oracle Sourcing Help RFQs/auctions in Oracle Sourcing Real time bidding. New buyers can then manage the requisitions as needed. As responses are received. Scores represent the desirability of that attribute value or range of values compared to other values. the more important the attribute to the item. 1. the system calculates a weighted score for each attribute response and a Total Score for the item. Scores are numbers between zero and 100 and are assigned to each possible attribute value or range of values.2. The goal of scoring is to motivate a respondent to respond with quotes/bids most closely matching the desired attribute values.2. the requisitions become available again to AutoCreate in Oracle Purchasing. 1.1.1.13 What happens if I cancel a negotiation having backing requisitions in Oracle Purchasing? As soon as you cancel a negotiation with backing requisitions. 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.

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

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

enter the required information. Search for and select the supplier company name by using the flashlight icon (if the supplier company information does not exist within the system. and participate 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.1. You receive a confirmation that the new user has been registered. click "Register a Supplier User.20 What is the purpose of notifications? Who receives them and when? Notifications are used to communicate specific events to users.1. Event Recipient Purpose To inform them that the negotiation is open for previewing or bidding To invite them to acknowledge intent. a buyer with the appropriate authorization can add the company to your Supplier Master). 1.19 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. From the Portal page. 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 . acknowledge intent.2. 1. Select the applications to which the user will have access. 1. can directly register and approve users. Click Register.2. 3.Oracle Sourcing Help To register a user yourself: Anyone with the Sourcing Super User authorization. On the Register an External User page." 2. Invitations are automatically sent to each supplier.

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. and the close date. or all a certain Quote/Bid has been quote suppliers in the sealed disqualified RFQ.Oracle Sourcing Help Disqualify a bid or Supplier whose response To inform the supplier the bid has quote has been disqualified been disqualified All bidders in the open and To inform all bidders/suppliers that Disqualify a bid or sealed auction. When the reminder gets sent depends on the duration of the negotiation.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.1.2. The negotiation duration is the length of time between either the preview date (if the buyer specified one) or the open date.

If the negotiation is closed. 1.23 Can I respond to a negotiation created by someone in my company? No. canceled or deleted before the reminder time. However. 1.2. they receive it at the original reminder time. Bulk loading is also useful if you respond in similar negotiations that occur repeatedly.1.1. Once you have completed this spreadsheet. they do not receive reminders. you can download a spreadsheet which you can complete offline to specify your response information. Otherwise. the reminder is not sent. If the buyer starts another round of negotiation before the reminder time. 1. then invitees do not receive any reminder. Such acknowledgments are intended to enhance communication between buyers and suppliers and inform buyers of the potential participation.1.2. then invitees do not receive a reminder. if they are added after the original reminder time. you can upload it to enter your responses into the system to. Page 26/209 . It is not mandatory to acknowledge your intent before submitting responses.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. these new invitees receive reminders at the original time. however. You cannot respond to any negotiation that your company owns.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. The new round of negotiation is now treated as a regular new negotiation and invited companies in the new round should acknowledge their intent to participate again.2. If additional companies are added before the original reminder time.24 What is the quickest way to respond to a negotiation that has many line items? If the negotiation you wish to respond to contains many line items. you can respond to negotiations created by your company's affiliates.

Oracle Sourcing Help 1. Click the Administration tab. for example. On the Negotiations Summary page. You can search for the purchase orders in Oracle Purchasing by entering the negotiation data.25 Can I invite additional suppliers to an RFQ or auction I've already created? Yes.1.1. which includes the purchase order numbers along with other information.2.2. Page 27/209 . 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 2000 characters. For a Note field.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. This displays all purchase orders for a particular negotiation. 1. you can enter a maximum of 240 characters. 1.2. select Award Summary from the Action menu and click Go.26 How many characters can be entered into the Item Description and the Note fields? For an Item Description field. you can require a particular indicator be used for all negotiations. You can also search Oracle Purchasing by entering the original requisition information. 1.1.27 Can the system administrator require buyers to use a certain rank indicator? Yes. access the negotiation whose associated purchase orders you wish to see by entering the negotiation number into the Search Negotiations fields. In Oracle Sourcing.1. click the response number link to view the information on that response including the corresponding purchase order created for that response. You can check your Notifications for the Purchase Order Creation Notification. the negotiation number. and then click "Negotiations Configuration." Select the indicator and specify whether users can override your selection. As the system administrator. On the Award Summary page.

1 “How do I create a new negotiation”).2.4 “How do I create and edit a reusable invitation list”).1.3 “How do I respond to a negotiation”). Reusable attribute lists (See Appendix 7.3.2. Buyers initiate RFQs that may include multiple line items by publishing the RFQ and inviting suppliers. Once the RFQ is completed. RFQ monitoring (See Section 2.5 “How do I use price elements”). 2. Once suppliers have submitted an initial round of quotes. The RFQ process usually lasts days or weeks through multiple rounds of negotiations.1 “How do I create an attribute list”). RFQs supports both blind and sealed RFQs. Page 28/209 . Quote preparation and submission (See Section 5. Price elements (See Section 2.1. RFQ is typically used for complex items or services such as made-to-order manufacturing items or construction projects.2. RFQs enable buyers to collect quotes from suppliers for complex and hard-to-define items or services. 3. Buyers analyze the quotes and either award the RFQs or modify the RFQs and open them for another round of quoting. The suppliers' responses to the RFQ allow the buyer to compare quotes and negotiate the best price and specifications for the good or service.Buyers can monitor real-time quote activity and take appropriate action.3 “How do I create and edit negotiation templates”). Suppliers cannot view competing quotes while the negotiation is in progress. buyers can review quotes and award the RFQ or submit a modified RFQ for another round of quoting.4 “How do I award business in an RFQ or auction”).Oracle Sourcing Help 1. RFQ creation (See Section 2. suppliers are immediately notified of the results via online notifications. Steps in the RFQ process include: 1. RFQ Capabilities RFQ templates (See Section 2.1.4. RFQ modification or awarding (See Section 2. Reusable invitation lists (See Section 2.1.2. RFQs typically consist of multiple rounds with competition focused on whether supplier(s) can meet the specific requirements.1.2 “How do I monitor the negotiations I have created”).2 Getting Started with RFQs RFQs support the full business process to solicit quotes from suppliers.5.1.Suppliers view the RFQ details and submit their quotes online. 4.

Canceling RFQs (See Section 2.1. Capture Total Cost (See Appendix 7.2 “How do I monitor the negotiations I have created”).1.4.1.5. or auction”).4 “How do I award business in an RFQ or auction”).3.16 “Why would a negotiation have special terms and conditions”) Quoting online (See Section 5. Online or offline awarding capability (spreadsheet awarding).4.14 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”).1.1.16 “How do I cancel a negotiation”)and Disqualifying quotes (2.9 “How do I disqualify responses I receive for an RFI.1.5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Purchase order generation Attribute based quoting (See Section 5. (5.6 “Why are some RFQs and auctions associated with a sourcing event”).2 “Glossary”). Quote comparison (See Section 2. Page 29/209 . Terms and Conditions enforcement (See Section 5.Oracle Sourcing Help Price breaks (See Section 2.8 “How do I use item attributes and price elements when responding to a negotiation”).4. Sourcing Events (See Appendix 7.4.5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”). (See Section 2.14 “How do I initiate a new round of responding”).13 “How do I download a spreadsheet and respond offline”).11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2.4. Multiple RFQ styles: blind or sealed (See Section 6.5.4.6 “How do I submit a response online”) and offline (spreadsheet quoting).7 “What are reusable price elements and how do I create them”).15 “How do I close a negotiation before its scheduled close date and time”).2 “Glossary”). Graphic RFQ monitor (See Appendix 7. Monitoring quote activity in real-time (See Section 2.7 “What are price breaks. RFQ. and how do I use them”). Manual extend (See Section 2. Multi-round quoting (See Section 2. Integration with Oracle Purchasing (See Section 2. Real-time status updates Notes and attachments (See Section 6.

ensuring the integrity of the submitted RFQ items. you can upload items using a spreadsheet. You can prepare your list of RFQ items offline and upload the completed spreadsheet.2. It is the RFQ buyer's reference and review currency. An RFQ buyer can setup an RFQ to accept quotes in multiple currencies by selecting the RFQ currency and then identifying any Quote currencies in which quotes will be accepted.2.3 Can I cancel or retract my quote? No. but you must enter the weights and scores for an item's scored attributes online. You can contact the buyer who created the RFQ and ask to have your quote disqualified.2. In a Multi-Attribute Weighted Scoring RFQ. you can submit multiple quotes within the same round.3. 1.3 Frequently Asked Questions: RFQs 1.3. This allows you to create your multi-line RFQ quickly. Quote Currencies Additional currencies in which quotes will be accepted.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. 1.3. Quotes are converted to the RFQ currency for quote review. Suppliers can choose the Quote currency in which they will place their quotes. but quote disqualification is at the discretion of the buyer.3.2. 1.1 What are the Unlock Date and the Unseal Date? The Unlock Date is the date when the buyer unlocks the closed RFQ to view the received quotes.3. The system validates the data.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.2 Can I submit multiple quotes per round? If allowed by the quote controls.2. The Unseal Date is the date when the buyer unseals the unlocked RFQ allowing the suppliers to view the quotes as well.Oracle Sourcing Help 1.2. 1. Page 30/209 .

3. 1. Downloading the RFQ contents allows suppliers to quickly respond. the Promise Date is optional. During the upload.3.3. See How do I invite suppliers to my RFQ or auction? for details on identifying contacts.3. Once the supplier has provided you the email address. When Promise Date is an optional response.2. you can invite additional suppliers by using the same process employed during the initial RFQ creation. you can enter the address in the Additional Contact Email field during negotiation creation.6 What is the most efficient way to quote on many line items in an RFQ? If an RFQ consists of many line items. In an RFQ whose outcome is a blanket purchase agreement. Page 31/209 . 1.7 How can I view the quote values for all the price elements of an RFQ item? You can view the quote values for an item's price elements from the Negotiations Summary page.3.10 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 enter a Promise Date to differentiate your response from other competing responses. This is one of the feature of RFQs and mirrors the general off-line behavior of this negotiation model. You can invite suppliers by selecting them from the supplier master list. 1. 1.3.2. and why would I enter one? In an RFQ whose outcome is a standard purchase order. Suppliers complete the quoting process by uploading the spread sheet back to the system.2. spreadsheet items are validated to ensure the integrity of the submitted quote.Oracle Sourcing Help 1.2. Promise Date is an required field. 1.2. In all other cases.11 Can I invite additional suppliers to subsequent rounds of an RFQ? Yes.9 Is an RFQ always blind or sealed and why? An RFQ is always either blind or sealed. the most efficient way for a supplier to quote is to use a spreadsheet to download the contents of the RFQ and prepare the quotes offline.8 What is the Promise Date. When creating additional rounds for an RFQ.2. the Promise Date is required only if the RFQ uses multi-attribute weighted scoring and Promise Date is one of the scored attributes. completing multiple item attributes. An automatic invitation will be sent to each invited supplier.

2.3.3. you can start another round of quoting.12 In a sealed RFQ. 2. can I see who is bidding? In a sealed RFQ. select Close Early from the Action menu to close the RFQ. Once the buyer has unlocked and unsealed the quotes. 3. 1. none of the details are available for viewing by any suppliers.Oracle Sourcing Help 1. you cannot see either the name of the respondent or the details of the bid until you unlock the RFQ. Use the negotiation number in the Search Negotiations fields on the Negotiations Home page to access the negotiation. Select Start New Round from the Action Menu.13 Why can't I see the graphical monitor in a sealed RFQ? While an RFQ is sealed. 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 .15 How do I start another round of quoting in an RFQ? Once an RFQ has been closed.3. you can use the Graphical Monitor to view quotes. however.14 Can I close my RFQ earlier than the original close time? If you select the Early Close option when specifying quote controls. On the Start New Round page.2.2. you can manually close your RFQ earlier than the original close date/time. On the Negotiations Summary page. 1. 1. you can see how many quotes are being placed.2.3. 1.

Auctions are typically focused on creating competition between bidders. Negotiations allows buyers to establish either public or private auctions to meet the specific needs of buyers. the business terms and conditions and intended bidders. Bidders participate in the auction by viewing the Page 33/209 . Auctions last for a set period of time.2. Auctions allow real-time interaction to drive dynamic prices based on information that extends beyond price to include lead times. Auctions enable buyers to solicit bids for goods and services that are clearly defined.1. Responding to the auction (See Section 5.1 “How do I create a new negotiation”). Prices are established based on actual supply and demand at the time the auction is transacted.4 Getting Started with Auctions Getting Started with Auctions Auctions offer complete. typically a matter of a few days. quantity and item-specific attributes. Steps in the auction process include: 1.1.1.16 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. the bidding process moves quickly which results in increased competition. Creating the auction (See Section 2.The buyer defines the auction and includes all the auction item information. such as office furniture or memory chips. although the close time can be extended manually or automatically based on last minute bids.2.3. flexible auction capabilities to buyers so they can efficiently obtain the best possible price for goods and services.3 “How do I respond to a negotiation”). Because most auctions are open for short periods of time. 2.Oracle Sourcing Help 1.

If permitted by the auction rules. The buyer analyzes the bids and awards the auction based on the price.1.11 “What are response controls”). Proxy bidding (See Section 5.12 “What is power bid”).4.11 “What are response controls”).2 “How do I monitor the negotiations I have created”). Once the auction is completed. Sourcing Events (See Appendix 7. Price elements (See Section 2. Manual extend (See Section 2. blind or sealed (See Section 6.1.4 “How do I award business in an RFQ or auction”). Monitoring the bid responses (See Section 2.1. 4.1.11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2. Attribute based bidding (See Section 5.10 “What is proxy bidding and how does it work”).4.2.15 “How do I close a negotiation before its scheduled close date and time”).1.The buyer and all other participants can monitor the real-time activity during the auction and take action as necessary.2.7 “What are price breaks.3.2.1.8 “How do I use item attributes and price elements when responding to a negotiation”). and how do I use them”).5 “How do I use price elements”).1.2 “Glossary”).4 “How do I create and edit a reusable invitation list”). Multiple Auction styles: open.3 “How do I create and edit negotiation templates”). 3. bid attribute value(s). Auction features include: Auction templates (See Section 2.1. bid quantity. Price breaks (See Section 2.3. bidders can view competitive bids during the auction.1. Autoextend feature (See Section 2.5.1.7 “What are reusable price elements and how do I create them”).1. Minimum Bid Decrement/Increment (See Section 2.6 “Why are some RFQs and auctions associated with a sourcing event”). Page 34/209 .4. Reusable attribute lists (See Appendix 7. Power bidding (See Section 5.Oracle Sourcing Help auction items and submitting bids online.1 “How do I create an attribute list”). Evaluating and awarding bids (See Section 2. Capture Total Cost (See Appendix 7. bidders are immediately notified of the auction results via online notifications. Reusable invitation lists (See Section 2.

2 “Glossary”). Page 35/209 .4 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”).1.4 “How do I award business in an RFQ or auction”).1.6 “How do I submit a response online”) and offline (spreadsheet bidding). Integration with Oracle Purchasing (See Section 2.4.5. (See Section 2. RFQ.1.2 “How do I monitor the negotiations I have created”).5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”). (5.4.5.Oracle Sourcing Help Canceling auctions (See Section 2. Bid comparison (See Section 2. Graphic Auction Monitor (See Appendix 7.9 “How do I disqualify responses I receive for an RFI. or auction”).13 “How do I download a spreadsheet and respond offline”).4. Monitoring bid activity (See Section 2.1.16 “How do I cancel a negotiation”) and Disqualifying bid (2.5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Notes and attachments (See Section 6. Online or offline awarding capability (spreadsheet awarding). Purchase order generation Real-time status updates Bidding online (See Section 5.

4 “Why can't I access some pages. Note: Two people from the same cannot quote in the same RFQ.2.5. 1. 1. The auction to which they are responding is not owned by their company 2. 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. links.2. 1.2.2.5. but only the buyer can see the identity of the bidder.1. buttons. They have the appropriate function security (See Section 6. The buyer can also choose to display the target price to the bidders for reference. 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. The bid controls for this auction allow multiple bids per round .5 Frequently Asked Questions: Auctions 1. someone else at your company can award an auction created by you. 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.4 What is the target price used for? The target price is mainly used for internal performance analysis for the buyer. You can elect to display the target price to participants. 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. The buyer can see the bids once the auction is unlocked.2. and 3. or task bar options”). Page 36/209 .Oracle Sourcing Help 1. 1.2.5 Can someone in my company award an auction that I create? If granted the appropriate authorization.5.2 What is the difference between Quote/Bid start price and target price? When creating a new RFQ or auction.3 Why isn't there a target price for every item? Target price is an optional value. provided that: 1. All registered users in a company can bid on the same auction.6 Can two people from the same company bid on the same auction? Yes.5.2.5.1 What are the different auction styles? The buyer can choose from three types of auctions: Open: everyone can see the bid content.

that supplier receives an e-mail notification about your RFQ/auction. none of the previous responses submitted are available for awarding.5. 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) 1.13 “How do I invite suppliers to participate in my negotiation”) to participate.Oracle Sourcing Help 1.1. you are not required to send invitations to any suppliers. RFQ.9 How do I initiate a new round of quoting or bidding? After your RFI.1. you might want to send invitations to increase specific suppliers' awareness of your RFQ/auction and encourage participation.8 If my RFQ/auction is open to all suppliers.2. When you invite a supplier (See Section 2. Page 37/209 . why would I invite suppliers to participate? For a public RFQ/auction.7 When two respondents from the same company place bids. However. and your RFQ/auction appears in that supplier's "Open Invitations" list of invitations.5. can they view each other's bid details? Depending on the auction style. or auction has closed.5. you can initiate a new round of responding if you set the controls to allow multiple rounds of responses (RFQs always permit multiple rounds of quoting). After you initiate a new round of responding.2. 1.2.

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

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

you can enter the date and time (prior to the open date and time) the negotiation is available for previewing by all eligible participants. 7. or auction closes. click Submit for Approval. RFQ. Note that you have to specify a new closing date. 6. Click Controls to modify negotiation control information. o Possible Invitation List Changes If you invited suppliers in the previous round. click Publish. If there are approvers defined for this document. You can also choose to open the negotiation for preview immediately. 1.5. You can also add new suppliers. Click Review.10 Why is the "Can bidders see other bidders notes and attachments?" bid control not available for blind auctions? Blind auctions by definition do not allow bidders to view other suppliers' bids. Click Suppliers to modify your invitation list. RFQs or auctions opening in the future. You can also choose to open the negotiation immediately. You can remove any supplier from the invitation list for the new round. 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. they are automatically added to the invitation list for the new round. Review your updated negotiation information.Oracle Sourcing Help 5. *Close Date The new date and time the RFI.2. any uninvited suppliers who responded in the previous round are also automatically added to the invitation list for the new round. Additionally. Page 40/209 . o Possible Date Modifications *Open Date Date and time you want the new round of responding to begin. o Response Controls Modify other Response Controls as necessary. If there are no approvers defined for this document. Preview Date For RFIs.

2.12 Why can't I always view scores and weights set up by the buyer? The buyer can optionally hide scores and weights from the bidder.2.Oracle Sourcing Help 1. 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 . AutoExtend extends the duration automatically if new bids are received in the closing minutes of the auction.5.2. Bidders cannot respond to display only attributes so there is no value for comparison.2. 1. 1.5. Bidder B receives the higher rank because the proxy bid was created by the system after Bidder B's bid.5. When the bid control "No . 1.13 Why are display-only attributes not visible in the Bid Compare page? Display only attributes are used to convey information to bidders.5. 1. 1. the bidder can contact the buyer and ask to have the bid disqualified. For example.11 Can a bidder retract a bid? If a bidder has submitted. You can also specify if the autoextend is for the entire auction or particular line items. best bid" is selected for a multi-round auction.A bidder must submit a single.5. You can specify whether the auction is extended from the original close time or from the time when the winning bid has been received. that is.2.16 What is a Single Best Bid? A Single Best Bid is a response to an auction that allows only one bid per company. Bid disqualification.5. You can also define the total number of auto extensions and the extension period. no other user at the same company can bid. if Bidder B bids triggering a proxy bid for Bidder A and the resulting bid results in the same Price to Total Score ration.15 How do two bids with the same score get ranked if the prices are the same? The earliest bid gets a higher rank. When the buyer hides scores/weights. the bidder can only view the resulting Price to Total Score for a bid. is up to the discretion of the buyer. however. Manual Extend allows you to manually extend your auction close date/time before the auction closes.2.14 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. The response is at the company level.

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

you may need to closely monitor Multi-Attribute Weighted Scoring auctions which also use proxy bidding. To avoid these situations.5. Supplier A's proxy is not triggered.00) has not yet been reached. since proxy bids are generated based only on the price of the competing bid. This bid (94/100) is better than Supplier A's bid (95/90).00. Therefore. Now Supplier B's bid (92/100) is better than Supplier A's bid (84/90). not just the bid price.00. Since Supplier B's bid price is less than Supplier A's bid price.00. he cannot modify any attribute responses to try to improve his score. Supplier A's proxy is triggered to place a new bid of USD 84.18 How does Proxy Bidding work in Multi-Attribute Weighted Scoring auctions? You can define Proxy Bid parameters with Multi-Attribute Weighted Scoring auctions similar to price-only auctions.00 with a score of 100 for the same item.00 and a proxy minimum of USD 75. a proxy bid decrement of USD10. Supplier B then places another bid of USD 92.5. This bid (84/90) is now the winning bid.2. a bid can be beaten based on the Price to Total Score ratio without triggering a new proxy bid. For example. Supplier identities are never revealed to other bidders. You may need to cancel the proxy bidding process to redefine attribute information to improve your price to total score ration. Supplier A places a bid of USD 95. Page 43/209 . 1.2.19 Can a bidder see the names of the other bidders? Bidders cannot see other bidders' identities.00. Supplier B then bids USD 94. but since Supplier B's bid price is still higher than Supplier A's bid price. However.00 with a score of 90 for the item. And since Supplier A's proxy minimum (75.Oracle Sourcing Help 1. Supplier B's bid is the winning bid even though the bid price is higher. Supplier A's proxy will only be triggered again if there is a bid with a price lower then USD 84.

RFQ. one unique feature of an RFI is that buyers can choose to define negotiation line items without price and quantity and specify lists of criteria to which suppliers must respond.9 “How do I add lines to a negotiation”).1 How do I create a new negotiation? Use the instructions on this page to create Sourcing negotiations (RFIs. RFQs.1 Creating RFIs.1.1.2 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. Therefore. 2.11 “What are response controls”) Enter Your Terms and Conditions (If Oracle Procurement Contracts is bought and licensed) (See Section 2. You can create a negotiation and save it as a draft before submitting it.1.1. RFIs can be taken to multiple rounds until the buyer has enough information to identify supplier(s) with which to deal. Define Your Response Controls (See Section 2.1.4.1. Page 44/209 . Help for Sourcing Buyers 2. o If you have previously created an RFI. or auction.1.1. and buyer's auctions).1 Creating Negotiations 2.13 “How do I invite suppliers to participate in my negotiation”). RFQs.7 “What are contract terms and conditions. Enter Negotiation Lines (See Section 2.1.6 “What information must I provide to create my negotiation header”). You can also create new negotiations quickly by applying a negotiation template.1. This allows you to return to the creation process at a later time or have multiple people working on the same negotiation.Oracle Sourcing Help 2. RFIs are used more for gathering information on goods and service provided by a supplier than to lock in particular price information. There are four main steps to creating a new negotiation: o o o o Create Your Negotiation Header (See section 2. At the conclusion of the RFI cycle. you can save time by copying an existing RFI/RFQ/Auction.1. and how do I use them in my negotiation”) Invite Your Suppliers (See Section 2. and Buyer's Auctions 2.1. the information contained in the RFI can be copied into an RFQ or buyer's auction.1.1.

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

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

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

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

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

Note. the backing requisitions are returned to the requisition pool and become available for use. however. you can edit your draft as you would any other draft except for the nonmodifiable information taken from the backing requisitions (see table above). the backing requisition(s) is returned to the requisition pool.1.1. You can add additional item lines if necessary.Oracle Sourcing Help Your system administrator can set up the system so once you have completed the document in AutoCreate. Otherwise. Page 50/209 . Once you have completed awarding the RFQ/Auction. you are automatically transferred to Oracle Sourcing. it exists as a draft negotiation within Oracle Sourcing. the backing requisitions are returned to the requisition pool. if you know the number Autocreate assigned to the draft document. Once the negotiation document has been created by AutoCreate. In general. To access a draft directly from Oracle Purchasing. You can apply a template to the draft RFQ/Auction (backing requisition information takes precedence over any template attributes). Using the AutoCreated RFQ/Auction In general you use an AutoCreated RFQ/Auction the same way as other RFQs/auctions. 2.5 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. Editing the draft The first time you access the draft. If you delete any of the lines originating from AutoCreate or delete the RFQ/Auction. you must complete Step 1: Describe Your RFQ/Auction. if you only partially award a line item quantity. Also. 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 cancel an RFQ/Auction with line items originating from AutoCreate. you must have the Edit Draft Sourcing Document function to access a draft. 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 can access it directly from Oracle Sourcing. You must have the Manage Draft Sourcing Documents function to access and edit the draft.

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

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

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

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

all must be weighted (although the weight can be 0. This note appears on the negotiation summary page and can be viewed by suppliers. o Attachment Click Add Attachment to browse for an attachment to assign to this negotiation. If one attribute is weighted. There is a system default defined by the Sourcing Super User. click Manage Response Currencies. Weight Weights are used to indicate the relative importance of header attributes. they are allowed to respond in only one currency per response. 2. Display Target Indicate whether you want suppliers to see your Target Value . Notes and Attachments o Note to Suppliers You can add a note to the supplier by entering it in the text box.1. Delete You can delete this attribute by clicking the trash can icon. the negotiation currency defaults to the functional currency defined for your operating unit. To define your currency list and currency exchange rates: 1. the system will automatically convert the responses to the negotiation currency. Maximum Score Accept the default or enter the maximum value that can be entered for this attribute. but this can be overridden by specifying a default value on the score settings page. an attribute with a weight of 25 is half as important as an attribute with a weight of 50. Page 55/209 . Whenever you view the responses you have received. This column is only displayed if weights are enabled as part of the Scoring Settings. The sum of weights for all header attributes must add up to 100. you can accept responses in currencies other than the negotiation currency.Oracle Sourcing Help Enter a target value for the header attribute (for example: 30 or more years in business). However. On the Create Header page.1.7 Can I accept responses in multiple currencies? When you create a new negotiation. For example. effectively "unweighting" that attribute. Though suppliers in a multi-currency negotiation can submit responses in several currencies.

To use predefined exchange rates: 1. 2. 6. You assign currencies to specific suppliers when you invite the suppliers to your negotiation. you can choose to restrict specific suppliers to particular response currencies. Select the checkbox to display the exchange rates if you want to allow respondents to see your response currency exchange rates. After you have selected your suppliers in Step 5. select a response currency for each supplier. select the exchange rate type.09 kroner to one dollar. Otherwise click Add Another Row and continue defining currencies and exchange rates. The system's response currency codes are available from the drop down menu. If the precision for the response currency is greater than the precision for the negotiation currency. Select the response currency.09 meaning . continue creating your negotiation. 2. To restrict a supplier to a particular currency: 1. When you have finished defining currency information. 3.1. 3. On the Header: Manage Response Currencies page.Oracle Sourcing Help 2. Page 56/209 .8 How do I restrict a supplier to a particular currency? If you allow multiple response currencies for your negotiation. 2. The page redisplays. Select the response currency you will accept. 4. Specify the price precision for the currency. Define the exchange rate by entering the number of response currency units that equal one unit of the negotiation currency. The description field explains the code. 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 . Enter the date for which you wish to use this set of exchange rates. If you are finished defining alternate currencies. 5. the system will round when converting responses into the negotiation currency. For example.1. click Apply. Select the User Specified Rate type. Select the appropriate type for your negotiation. To define your own exchange rates 1. The system may contain several different exchange rate types. You can use predefined exchange rates (Corporate Exchange Rate) or specify your own exchange rates (User Specified Rate).

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

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

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

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

you can declare which category to which it belongs. 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.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 also query the Document Catalog for existing documents to attach. You must add a description of the attachment. Payables Purchasing displays these attachments during invoice matching. To Buyer Purchasing displays these attachments to buyers when creating purchase orders from requisitions. Viewable by users within Oracle Sourcing To Receiver Oracle Purchasing displays these attachments to the receiver in receiving windows. 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. Note and Attachments An optional text note about this line(for example. To add price elements to the line. To Approver Can be viewed by any approver of the sourcing document. details about item specifications or color preferences). From Supplier (supplier-created attachments) Can be viewed by buyers and suppliers.

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

or click Load from Spreadsheet to upload a previously completed spreadsheet file containing all the line information On the Lines: Create Line page. 2. 4. 3. make sure you select the Global Agreement checkbox. make sure you select a temporary labor. Job Details. To define a temporary labor.1. You can include services-related lines with regular amount-based and goods-based lines. and specify the differential associated with this price type. 5. Continue defining the remainder of the negotiation. 4. rate-based line type. Create attributes as needed to solicit any additional information for this line. and Category will default according to the Job you select. 6. Enter your price breaks including Price Differentials. and click Go. Finally. 11. rate-based line: 1. 5. Follow steps 1 and 2 above. 10. Job Details.1. Page 63/209 . The Description. On the Lines: Create Line page. 8.10 How do I define services related lines? Services related line types allow you to negotiate on labor contracts. 7. General services fixed-price lines use a negotiation outcome of standard purchase order. if appropriate. fixed-price line: 1. If you need to specify price breaks. 6. For temporary labor line types. Search and select a job from the Job menu. add notes or attachments to the supplier.Oracle Sourcing Help 2. 9. From the Add Line menu on the Create Lines page. To define a temporary labor. select Online to continuing entering your line description online. Continue defining the remainder of the negotiation. Enter values in your price fields if necessary. Create attributes as needed to solicit additional information for this line. Unit of Measure and Category will default according to the Job you select. click Select Price Break Settings and ensure it is not set to None. make sure you select a temporary labor. Search and select a Job from the Job menu. is a response to the price differential required) Select the price type (for example. fixed-rate line type. ensure that you choose Blanket Purchase Agreement as the negotiation outcome for temporary labor line types. Finally. and then click Go. 3. The Description. add any notes or attachments to the supplier. Specify how price differentials are to be used within the negotiation (for example. Also. 2. vacation).

Oracle Sourcing Help To define a general services fixed-price line 1. make sure you select a general services. the default time value the system uses is the time when you entered a value in the field. 2.1. add notes or attachments to the supplier. *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. If the sourcing document you are working on was AutoCreated using requisitions in Oracle Purchasing. Preview Date Use the pop-up calendar to specify a date/time after which the negotiation information can be accessed by potential suppliers. If you allow the control manual extend. Follow steps 1 and 2 above. click the "Controls" link to access the Create Controls page for that negotiation. Complete the following fields as appropriate for the negotiation type. 3.1. Continue defining your negotiation . the time limit for the negotiation can be extended past the original close date. You must have created your negotiation header before you can create negotiation controls. You can edit the value to change the time if needed. *Close Date Use the pop-up calendar to select the date/time when the negotiation will be closed. If you allow the control manual close/close early. After you have entered the negotiation header. fixed-price line type. Create attributes as needed to solicit additional information for this line. On the Lines: Create Line page.11 What are response controls? When you create a new RFI. 5. participants. When you extend a negotiation you specify the new close date. open and closing times and many other variables. no further responses may be accepted. 4. and added line(s). Page 64/209 . 6. Provide the line with a description and select a Category value. you set response controls to determine the negotiation length. 2. They can view the negotiation's details but cannot place responses. Once closed. and then click Go. the negotiation can be closed prior to the defined close date. or Buyer's Auction. responding frequency. Note that for fields where you enter a date and time. RFQ. Finally.

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

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

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

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

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

The supplier user receives an email notification with the negotiation invitation and a link to access the user registration page. and there are clauses and deliverables defined to this negotiation. This update is called an amendment. 5. 2.. Change the negotiation rules on the Create Amendment: Controls page if necessary. To create an amendment to a sourcing document: 1.. select Create Amendment from the Actions menu. these can be changed on the Create Amendment: Contract Terms page. deletions. Additionally. Amendments can be created anytime after the preview date/time (or open date/time. 2. On the negotiations summary page..Oracle Sourcing Help If there are multiple contacts for each site. To invite new suppliers. 6. the buyer can update information defined in the document if necessary. use the active negotiation's negotiation summary page. if you know the e-mail addresses of any other contacts at the company (including possibly a distribution list). This suffix is incremented every time you create a new amendment for this document. Notice that the negotiation number has now been given a suffix. enter any line changes. additions. Your invitees will receive email notifications inviting them to participate once the negotiation is successfully submitted. If the contact is unregistered. 12345. 3. 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. 1. the user can participate in negotiations. you can enter it in the Additional Contact Email field.1.14 How do I create an amendment to a negotiation? After publishing a negotiation. The system sends notifications to the invited suppliers providing them details of the negotiation. On the Create Amendment Header page. If Oracle Procurement Contracts is implemented. Page 70/209 . a notification is sent to invite the contact to register and participate in the negotiation.1. You go to the Create Header page. if no preview date/time was specified) and before the close date/time. you must enter a new Description for the amendment and make any other header level attribute changes you need. Note: You can also invite additional suppliers while the negotiation is in progress. On the Create Amendment: Lines page. or updates to line information if necessary. for example. select which contact you wish to notify about this negotiation from the Contact menu. You cannot add or delete suppliers on the Create Amendment Suppliers page during an amendment. 4. Once the registration request has been approved.

4. These attributes may either require a response or no require a response from the supplier. You can save the amendment as a draft at anytime during the creation process if you click Save Draft. click Apply Template. You can review the new changes compared to the current active negotiation by clicking Review.Oracle Sourcing Help 7. 8. All suppliers will be required to acknowledge the amendment and resubmit their responses to be eligible for award. or auction) to create a new document of the same type. 2.1. When creating a negotiation. allowing respondents not only to respond to the price. but also to other features and performance characteristics of each line. the buyer can score attribute values to indicate the relative preferability of different responses. 2. Line attributes can then also be weighted to indicate the relative importance of a single attribute among the other weighted attributes. The buyer can define unique line attributes. Once you click Publish.1. 2. Approvers will receive notification that they need to approve the amendment. See How do I create and edit negotiation templates? for instructions on creating negotiation templates. If you have approvers identified on the Collaboration Team on the Create Header page. edit. or delete any of the negotiation information provided by the template by proceeding through the steps of creating a negotiation. no new responses can be received on the previous negotiation. 3. Search for and select the template you want to apply.1. To use a sourcing document template: 1. On the results display.2 Templates. you can submit the amendment for approval by clicking Submit for Approval on the review page. the Submit button changes to Publish. Once approved (or if approval is not required). On the Create: Header page. quality. Click the appropriate link under the Create area of Quick Links on the Negotiations Home page. RFQ. Spreadsheets and Lists 2. and how do I use them? Line attributes enable a buyer to define multiple line-specific attributes. select the template and click Apply to create a new negotiation with this template. Draft amendments are available on the Negotiations Home page if you click Drafts in the Manage Quick Links section. Page 71/209 .2.1 How do I use negotiation templates? You can use a document template of a specific type (RFI. You can add to. and delivery.2.2 What are line attributes and attribute lists.

Active templates can be used immediately to create new negotiations. edit. Click the appropriate create link under the Templates area of Quick Links on the Negotiations Home page. You can create both "private" templates (templates that only you can view. edit. and publish your negotiation." 3. click "Create New Template. you must be assigned the appropriate authorization by your system administrator. you simply apply the template to the negotiation. 2. 2.2.1. complete the following fields (required fields are marked with an *asterisk): *Template Name Description *Access. If you Page 72/209 . participation controls. On the Templates page.Oracle Sourcing Help Attributes are assigned to a predefined Attribute Group. This allows you to organize attributes in relevant groups for analysis. Attribute lists let a system administrator create system. each type has its own template(s). add to and edit details of the negotiation (as necessary).attributes. RFQs. Since RFIs. especially if several buyers are collaborating on the analysis. and buyer's auctions are different documents.3 How do I create and edit negotiation templates? If the majority of the negotiations you create contain the same features . The reusable lists allow buyers to standardize the information they wish to include with specific lines during negotiation creation.or company-wide negotiation attribute lists for repeated use. and use) and "public" templates (templates that all registered users in your company can view and use). Note: In order to create "public" offer templates. You can create as many templates as necessary. all technical attributes can be placed one group while all non-technical attributes can be located in another. Using a template saves time by streamlining the creation process. terms and conditions. Creating a new negotiation template 1. 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. etc. 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. . Your negotiation template contains the features that are similar among the negotiations you commonly create. Grouping allows the arrangement of data that is easier for both the supplier to respond to and for the buyer to analyze responses. Your template status will default to Active. When you create a new negotiation using a template. and use the template). For example.

complete the following fields (*indicates a required field): o o o *List Name *Description *Access Invitation lists can be public or private. An invitation list can help standardize your business practices by ensuring that all appropriate participants are invited to targeted negotiations. To create a new invitation list: 1.2. edit. 4. On the Reusable Invitation Lists page. then edit your template and select a new status from the drop-down menu at the Status field. You can add an invitation list(s) when creating a new Sourcing document. Your new list will default to private. Complete the remaining pages by filling out the fields as appropriate for the negotiation type. you must complete and submit your template.Oracle Sourcing Help want to change your template's status to Inactive. All users in your company with the correct authorizations can view and use public lists. only you can use your private lists. Click "Invitation" under the Reusable Lists area of Quick Lists on the Negotiations Home page. Page 73/209 . The same list can be used for all types of sourcing document types (RFI. edit the list and change the status to inactive." 3.4 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. 2. and use your private lists. RFQ. On the Create Invitation List page. but will not be available for use until reactivated. Once you have defined your template. o Status Invitation lists are initially created as active. you can add these participants to a reusable invitation list. An inactive list will be stored on the system. click Submit on the Review and Submit page. An active list can be used immediately. and auction). but cannot be used to create a new offer until you change the status to Active. click "Create New Invitation List. To inactivate a list. Sourcing Super Users or users with the Manage Invitation Lists authorization can create. 2. Inactive templates will be stored in the system. edit and manage public invitation lists as well as their own private lists. you can also attach an invitation list(s) to a Sourcing document template.1. Only you can create.

If the supplier you selected has multiple sites defined in the system.1. click Apply. any attributes/price elements defined for the template are added to any attributes/price elements you define via the spreadsheet. For a supplier with multiple sites. status. you can edit public lists. Page 74/209 . 3. If you are have the Manage Invitation Lists job function. When you have finished adding suppliers. find your list.5 What happens to the item category when I create a negotiation by applying a template and using spreadsheet upload? A buyer can apply a predefined template to the RFQ or auction in creation Step 1 and then use the item creation by spreadsheet capability to upload details on multiple items in Step 3.2. Search for the list you wish to update. 7.6 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. Click "Invitation" under the Reusable Lists area of Quick Lists on the Negotiations Home page. the system uses the following hierarchy to determine which category value to use: 1. 2. 8. On the search results page. 6. If the template and spreadsheet have conflicting category values. including change the access and status. Select the supplier(s) and click Add to Invitation List. 4. edit. then click Edit. you can choose a specific supplier site to associate with this list (Supplier Site is another term for Address Name). you can add an entry for each site for that supplier if you choose.2.1. You can also add or delete suppliers. To edit an invitation list you have created: 1. or 2. click Submit. 2. update your list description. 5." then search for suppliers to add to your invitation list. If you wish to add more suppliers to your list. and access as appropriate. 5. 4. and manage public invitation lists. 2.Oracle Sourcing Help Sourcing Super Users or users with the Manage Invitation Lists job function can create. Click "Add Suppliers. The value specified in the spreadsheet. On the Edit Invitation List page. When you are finished. click "Add Suppliers" again and follow the perceiving instructions. The value defined for the RFQ/Auction template.

The attribute(s) are added to that line only. and item B with two attributes/price elements. item A with four attributes/price elements." Metal industry negotiation items can include "grade of metal" as an attribute. For example. Price Elements. 2. the buyer can add an attribute called "mileage" to specify that the bid item must have fewer than 12.1. Attribute Scoring. While the buyer could enter this information in the auction line description.3 Item Attributes. and 2) the details that a participant should provide when responding to that negotiation line. you may choose to add one or more line attributes to that line.1. see "How do I add attributes to my negotiation lines?" 2. a buyer can create an auction to buy a fleet of 12 vehicles for a delivery service. RFQ. if there are three attributes/price elements for your template. the attribute/price element specified by the template. if the buyer marks this attribute as required. the attribute/price element specified on the spreadsheet 2. and why would I add them to my negotiation lines? When you add a line to a new negotiation (RFI.000 miles on the odometer. For more information about how to add line attributes to your negotiation items.1 What are line attributes.Oracle Sourcing Help For example. and your spreadsheet upload includes two items. In addition.1. When the buyer adds the line (vehicle) to the auction." "style.2 How do I add line attributes to my negotiation? You can add multiple line attributes to any line in your negotiation. then bidders must enter the mileage of any bid. and do not apply to all lines in the negotiation. Line attributes make your negotiation line more descriptive and can also be used to ensure that all responses submitted for the line include specific details not included elsewhere in the line information." and "SKU number. For example. auction).3. Adding these as required item attributes that are displayed to bidders can customize your negotiation items to your specific industry. using an attribute to define this specification calls attention to the specification. Line attributes can call attention to industry-specific characteristics. and Price Breaks 2. Page 75/209 . 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 there are duplicate attribute/price elements between the template and the spreadsheet. the precedence is: 1.3. Line attributes define 1) unique specifications that you set for a negotiation line. retail industry negotiation items can include such attributes as "color.

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

Response 1: Attribute Quantity Need-by Date Color Price Response Value 980 15/11/2001 Blue $250 Total Score: (60 * 50) + (80 * 30) + (75 * 20) / 100 = 69 Price to Total Score Ratio: 250 / 69 = 3. the price to total score ratios for the following two possible responses are calculated as shown.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.Oracle Sourcing Help Quantity Quantity Need-by Date Need-by Date Need-by Date Color Color < 1000 > 1001 < 31/10/2002 01/11/2002 .

PPM Defect Rate. 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. click "Lines" in the navigation bar in the top left hand corner. However you may want to consider supplier responses to other line attributes in addition to price being offered when determining the best response. 4. and you do not wish to use the default. navigate to the Attributes table and click Add Another Row. See What are line attributes? for information about defining line attributes. Groups are used for categorizing attributes. To use weighting and scoring when defining a negotiation: 1. Make sure you select Multi-Attribute Scoring from the Ranking menu. 2.53 2.Oracle Sourcing Help Price $300 Total Score: (100 * 50) + (50 * 30) + (100 * 20)/100 = 85 Price to Total Score Ratio = 300 / 85 = 3. use the instructions in "How do I add lines to a negotiation"? to enter the line data and other required and optional line information. To enter a line attribute. On the Lines: Create Line page. o Attribute Type Page 81/209 . Select Online from the menu and click Go. See "What information must I provide to describe my negotiation header"? After you have defined the negotiation header. *Indicates a required field: o *Attribute (up to 240 characters) Name your line attribute (for example: Mileage. When the page refreshes. The system can then include the suppliers' responses to your line attributes when calculating the best response. You can accomplish the by specifying weighting and scoring values for your line attributes. On the Create: Lines page. 3. o Group Select one of the predefined attribute groups. enter your line attribute information.3. 5. Grade).4 How do I define weighted attributes and scores for my negotiation lines? Generally the winner of a negotiation is the supplier who offers the lowest price. Select a ranking method if the Sourcing Super User has set the system up to allow you to change ranking methods.1.

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

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

3. Or you might create a list that identifies additional services such as consulting or training that will be required by a particular negotiation item. You must be assigned the Create Reusable Price Element Lists job function to create these lists. Once you have created a price element list. Support supply chain operations more efficiently by recognizing and analyzing how one organization's performance and costs affect another organization. the supplier's response values for fixed-amount type price elements cannot be converted to a unit price. which is required to compute a total unit price. For example. If there are an odd number of attributes. Note: If the negotiation outcome is a blanket purchase agreement. or discrete costs such as shipping fees. the system will assign weights as equally as possible. freight charges or import duty fees. click Equalize Weights. To create a new price element list: 1. Such costs could include services such as training or consulting. You can create new price element lists or edit existing lists. Price elements allow you to: Identify suppliers with the lowest total cost per line not just the lowest item price. This is because in the absence of a line response quantity.1. you might create a price element list identifying normally expected transportation costs. 2. 2.1. for example. Page 84/209 .5 How do I use price elements? Price elements allow a buyer to identify additional costs associated with a particular negotiation line. the supplier's response prices to the price elements will not be rolled up into the line total price. Take into account any additional costs or charges when considering outsourcing a project. you can apply that price element list to any negotiations (RFQs or auctions) containing items to which those price elements are applicable. Click the Price Element link under Reusable Lists on the Quick Links section of the Negotiations Home page.6 What are Reusable Price Element Lists. 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. These costs can then be negotiated between a buyer and supplier just like the item price.Oracle Sourcing Help o To set the weights for all attributes equally.3. Buyers can specify when they create the negotiation how much they anticipate paying for these additional costs. Identify hidden activities or "cost drivers" to facilitate improved analysis and decision-making.

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

2. You can then enter different assumptions into the system and have it calculate which response is the best.Oracle Sourcing Help To edit a price list: 1.3. The list status (Any. You specify 20$ as your start or base price. 4. You then set up two quantity-based price breaks. 7. Example: Assume you are purchasing PC keyboards. 5. The second offers a price of $18 a unit if purchasing over 500. Page 86/209 . When you have finished making your changes. 2. change the price element list status. The first few words of the list description. click Go. If any price elements are inactive. For example. or by a certain deadline. You can search for a particular price list by : o o o o The list name. For these price breaks. To edit the list. Or you may be willing to pay more per unit if your supplier can ship the order to a special location.1. When you have entered the search data. you receive the responses shown in the table below. Active or Inactive). Click the Price Element link under Reusable Lists on the Quick Links section of the Negotiations Home page. you receive an error message. or select the price element list and click Edit. (This returns all price element lists using that price element.) 3. you can o o o update the description for the price element list.7 What are price breaks. The search results display any price element lists matching your search criteria. Your suppliers respond to your negotiation specifying their responses to your price breaks. The first offers a price of 19$ per unit if buying more than 100. you may expect to receive a discount from your supplier if you buy a large quantity of units. On the Edit Price Element List page. The name of any price element defined to the list. you can either click the price element list name link. 6. search and select the list you want to edit. and you may specify several quantity levels and the prices you are willing to pay at each. On the Price Element Lists page. you can define as many price breaks as are appropriate. click Apply. add or delete price elements from the list. and how do I use them? Price breaks allow you to negotiate line prices with your supplier based on characteristics of your order. The new list is validated. For each (non-amount-based) line in your negotiation.

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

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

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

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

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

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

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

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

click Add Deliverable. Additionally. under the terms and conditions of the contract. on vacation. Anyone with the Manage Draft Sourcing Documents function can access and edit drafts created by others at the same company. anyone with the Unlock Draft Sourcing Documents function can break a lock on a draft but not access it for editing or submission. as part of the contractual agreement. besides products and services bought or sold. you can edit any drafts that are not locked. In addition to the contractual commitments that businesses need to fulfill. for example. 2. On the Create Deliverable page define your new deliverable. are classified as deliverables. by default. click Contract Terms in navigation bar in the top left of the page. You can update a deliverable if needed or delete it altogether 4.1. Note: The Sourcing Super User.5 How do I create a deliverable and use it in a negotiation document? Businesses enter into contractual agreements with their trading partners and. Page 95/209 . 2. 5. you can view the draft but not edit it. 3. you can perform whatever tasks are allowed by your function security.4. If Oracle Procurement Contracts is implemented. 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.Oracle Sourcing Help Anyone with the Edit Draft Sourcing Documents function can access and edit draft negotiations AutoCreated from Oracle Purchasing. The commitments on the contracts. This is a useful authorization for an administrator to have in case a draft needs to be edited. Click the Deliverables subtab and check that any deliverable already defined to this template is applicable for your negotiation. is authorized to manage and unlock drafts. will have commitments to fulfill. On the Create Header page. but the buyer has locked it and is subsequently unavailable. Search for and apply a contracts template. If you have both the Manage Draft Sourcing Documents and the Unlock Draft Sourcing Documents. See the Oracle Procurement Contracts online help for instructions on defining deliverables. If you are a collaboration member with view-only access. If you are a collaboration member not restricted to view-only access. you can create a deliverable and assign it to a negotiation. To add a new deliverable. For private negotiations: You must be the negotiation owner or a collaboration team member working on the negotiation to access the draft. they might define other internal tasks that contribute to the overall execution of the contract. To create a deliverable for a particular negotiation: 1.

This includes any contract clauses or deliverables (terms. 4.Oracle Sourcing Help 6.1. Using contract terms is an easy way to create and maintain standardized contract text which can be customized as needed. Edit your new negotiation by continuing through the creation steps.7 What are contract terms and conditions. 2. 3. click Review. you can define your next deliverable. click the Copy icon at the right of the page. 5. Note that you will have to specify new Open Date and Close Date values 6. Once you have found the negotiation you are interested in. 2. To apply contract terms to your sourcing document: 1. Verify your negotiation information. When you have finished creating your new negotiation. Note that most of the information you defined previously is carried forward into the copy. otherwise click Publish to open it for responding. Once the page refreshes.1. conditions. and deliverables are available if Oracle Procurement Contracts is implemented). You can use contract terms to specify legal and other requirements for your negotiation. You need the Contracts Terms Library Administrator responsibility to create and maintain clauses and contract templates in the Contract Terms Library. you can click Apply and Create Another. you can create contract terms and apply them to your negotiation. 2. or auction).4. You need the Manage Contract Terms responsibility to create and maintain contract terms on negotiation documents. You can click the negotiation number to see details about the negotiation. Clicking Copy places you on a new Create Header page with the existing information inserted. Click "Copy" under the Create section of Quick Links on the Negotiations Home page. On the Create Negotiation page. To copy an existing negotiation: 1. then click Submit for Approval if approvers are specified for this negotiation. click Apply. You can copy an existing document to create a new document of the same type (RFI.4. If there are multiple deliverables to define. click Contract Terms in the navigation bar at the top left side of the page. and how do I use them in my negotiation? If Oracle Procurement Contracts is installed and licensed. Search for the negotiation you want to copy.6 How do I copy a sourcing document? You can copy sourcing documents that you or any other users in your organization have created. After you have finished defining your deliverable. Page 96/209 . RFQ.

Or you may need the name of a contact who can answer questions you have about the negotiation line. you may wish to view the requisition line information for the lines that AutoCreate carried over from Oracle Purchasing. adding any additional lines. You can add. After you have created your header by adding a title (and adding/modifying any other information) clicks Lines in the top left navigation bar. click the requisition number link. This includes all the other tasks such as creating your header. 3. click the requisition number link to view detailed information on the line.1. Select Validate from the Actions menu to verify the validity of the contract terms you are defining. you can access it and continue creating your negotiation. 4. 2. On the Create Contract Terms page. 3. When you have completed your contract terms.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. and possibly inviting suppliers. 5. The Create Lines page displays any lines AutoCreate created using requisitions in Oracle Purchasing and allows you to create additional lines if necessary. 2. or clicking Review to inspect the negotiation prior to publishing it. For example. 6. and then click the Details icon. you may need to view the demand linked to a particular negotiation line. 5. specifying negotiation controls. you must correct them and validate again. The Requisition Line Details page displays information in the following areas: o Requisition Page 97/209 . Once the new draft negotiation has been created. See the Oracle Procurement Contracts online help for information on using contract templates.Oracle Sourcing Help 2. Along the way. search for and select a contract template from the list of values. continue by either clicking Suppliers to define a supplier invitation list. See the Oracle Procurement Contracts online help for instructions on modifying clauses. If you receive any error messages. Click Apply Template. To view the backing requisition information during negotiation creation: 1. You can see this line information on the View Requisition Line Summary display. You can edit the clauses applied by the template as needed. For AutoCreated lines. 4.4. On the Requisition Summary page. delete or modify text.

This takes you to the Requisition Summary page. From the negotiation summary page. 3. If you select a line type that is amount based. awarding business to supplier. When you create a negotiation.10 How do collaboration teams work? When creating a negotiation. and some team members may be required to approve the final document before delivery to potential suppliers. The possible values are defined in Oracle Purchasing.9 What are amount based line types. inviting additional suppliers.1. A category value may also appear if your administrator has defined a default category for that line type. you might need to negotiate training or consulting services. and how are they used? Sometimes the item you need to negotiate is not a number of discrete units. 2. and creating document outcomes. For example. Each member can be assigned specific tasks. click the number link in the Requisition column. For the line whose requisition information you wish to view. This includes the entire life of the sourcing document from the initial creation to the award process. buyers can nominate collaboration team members to participate in the creation and administration of the sourcing document.4. Click the number link in the Line column. This takes you to the Requistion Detail page.1.4. Access the negotiation. Such activities can be negotiated by using amount based line types. 2. Page 98/209 . Buyers can optionally grant full access to some team members while restricting others to read-only access. Such tasks could include defining the item attributes. the quantity and unit of measure defaults to the values defined by your administrator and is display only. but more of a service or activity.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. click the Lines subtab. 4. you can specify that an item is amount based by selecting an amount based Line Type value. 2.

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

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

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

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

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

you can create contract terms and apply them to your negotiation. On the Create Negotiation page. Create attributes as needed to solicit additional information for this line. add any notes or attachments to the supplier. fixed-rate line type. On the Create Contract Terms page. Finally. You need the Contracts Terms Library Administrator responsibility to create and maintain clauses and contract templates in the Contract Terms Library. Follow steps 1 and 2 above. and then click Go. 2. 4. Follow steps 1 and 2 above. make sure you select a temporary labor. Using contract terms is an easy way to create and maintain standardized contract text which can be customized as needed. 11. 2. To define a temporary labor. 5. You can use contract terms to specify legal and other requirements for your negotiation. make sure you select a general services. fixed-price line type. 4. See the Oracle Procurement Contracts online help for information on using contract templates. 6. To define a general services fixed-price line 1. 3. fixed-price line: 1. Continue defining the remainder of the negotiation. 6. 2.2. Job Details. 2. Create attributes as needed to solicit any additional information for this line. and then click Go. Continue defining your negotiation. To apply contract terms to your sourcing document: 1. Continue defining the remainder of the negotiation. Page 104/209 . You need the Manage Contract Terms responsibility to create and maintain contract terms on negotiation documents. The Description. 5. Finally. Finally. 3. On the Lines: Create Line page. On the Lines: Create Line page.4 What are contract terms and conditions. add notes or attachments to the supplier. Provide the line with a description and select a Category value. and Category will default according to the Job you select. add notes or attachments to the supplier.Oracle Sourcing Help 10. and how do I use them in my negotiation? If Oracle Procurement Contracts is installed and licensed. click Contract Terms in the navigation bar at the top left side of the page. Search and select a Job from the Job menu. search for and select a contract template from the list of values.

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

2 How do I monitor the negotiations I have created? Access the negotiation you wish to monitor. click Full List. Continue from the Terms and Conditions page with regular a response if terms and conditions are required. and then click View Response History to see information on responses to this negotiation. enter the Bid/Quote Received Time.3. On the negotiation summary page. You can also use the Graphical Monitor to view and compare responses to your negotiation. On the Create Bid/Create Quote page.3. Page 106/209 . 2. 6. On the Create Surrogate Bid/Quote: Select Supplier and Contact page. and click Go. Oracle Sourcing buyers can place surrogate bids on behalf of such suppliers. 5. 2. Select a contact for the supplier and click Create Surrogate Bid/Quote. Sign on to Oracle Sourcing with Sourcing Super User responsibility. From the Negotiations Home page. It is when the buyer receives the offline copy of the response or when the supplier mails/faxes the response. click Full List.Oracle Sourcing Help Note that the Your Negotiations at a Glance section shows a limited number of entries based on time remaining. Once the buyer has received all the bid/quote information. 7. 4. Clicking the number of your negotiation takes you to the negotiation summary page. 2. enter the name or contact of the surrogate supplier in the Supplier field and click Go. 3.3 How do I respond on behalf of suppliers without Internet access? Sometimes suppliers cannot place their responses online since they have no online access. If you do not see your negotiation. You also search for all open negotiations to which you have access. select Create Surrogate Quote/Bid from the Actions menu. To place a surrogate bid on behalf of a supplier: 1. Click the negotiation number to access the negotiation summary page where you can see information on the negotiation. you can either Select View Response History from the Actions menu and click Go. From the negotiations summary page. To see the complete list of negotiations you created. a surrogate bid can be entered into the negotiation. Click the Responses number to access the Details page for the negotiation. Negotiations in which you are participating appear under Your Negotiations at a Glance. access the negotiation in which you wish to bid by clicking its number.

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

To download responses: 1. The Attribute Group Scores chart compares competing responses in terms of attribute group totals. On the Export Quotes/Bids to Spreadsheet page. This is useful if you have received a large number of responses and want to compare them offline. 3. Save the file to a convenient location. If you defined price elements to be included in your price calculation. You can use an Excel spreadsheet file or a text spreadsheet file. select Export Quotes/Bids from the Action menu. From the Your Negotiations at a Glance section. If there are any attachments.3. On the Negotiation Summary page. click the negotiation number for the negotiation to access the Negotiation Summary page.Oracle Sourcing Help 6.6 How do I download the responses I have received? You can download all the bids and quotes you receive for a negotiation into a spreadsheet for offline viewing. The Analyze Line: Compare Quotes/Compare Bids page displays a sideby-side comparison of the response details for all responses you chose to compare. there will be only one segment for each graph with that segment comparing simply the price. Page 108/209 . 2. Note that there may be two other charts available on the page depending on how you defined your negotiation attributes. The Price Analysis chart compares the calculated line prices offered by the responses. you should also download the Instructions file. 4. You can display these charts by clicking the triangular icon labeled Show Chart. Each response is identified by its response number. 5. you can view them by clicking the icon in the Notes/Attachment row. If you have never used spreadsheet files before. You can download bids whether the negotiation is open or closed. the chart will show the total price calculated by combining all the responses to the price elements. If you did not use price elements in your negotiation. These charts compare different aspects of the responses. 2. You can also update the spreadsheet with your award decisions and then upload it to identify winning responses. You can pause your cursor over each section of the bar to see the exact response value to that segment. select the type of spreadsheet you wish to down load. Open the file and complete it according to the directions in the Instruction file. Save the file.

AutoAward can also use calculations available from Multi-Weighted Page 109/209 . or where the response does not include responses to all negotiation lines. o To use the AutoAward recommendation AutoAward is a feature you can use when you need a quick. you can also use a spreadsheet to perform your analysis offline. To analyze by line: 1. You can inspect the header attribute values (if any) by selecting multiple supplier responses and clicking Compare Header Attributes. 2. 3.7 How do I analyze the responses I have received? There are several ways of analyzing the responses you have received for your negotiation. o You can select any one entry in the table and click Graph Price or Analyze. including that response's rank. standard award. You can see the number of active bids against each line and the best quote/bid determined by the system for that line. 2. it will use the the price being offered by the supplier for the most basic way method of ranking responses. the resulting Monitor page shows your responses in a graph : If you select a line and click Analyze. The Analyze by Bid/Analyze by Quote page shows the response details from the different suppliers. 2. To analyze by response: 1.You can use AutoAward to have the system pick the best award. From the negotiation summary page for this negotiation. The Compare Header Attributes page presents a side-by-side comparison of the attributes. click Analyze by Bid/Analyze by Quote from the Actions menu. You can click Compare to obtain a more complete. If you select a line and click Graph Price. 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. After you have completed your award decisions. And if there are may lines or lines with complex attributes. the resulting Analyze Line: page displays additional information about the responses to that line. 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. upload your awards into the system. side-by-side display of all the responses. AutoAward uses the ranking capabilities and methods available in Oracle Sourcing to obtain its best award recommendation. as well as additional information about each line including any backing requisition information.Oracle Sourcing Help 6. You can analyze by line or by response (you obtain different information depending on which type of analysis you perform). select Analyze by Line from the Actions menu and click Go. For example.3. However. On the negotiations summary page.

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

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

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

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

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

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

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

2. . On the Create New Round: Header page. You can Page 117/209 . click the Full List button to see a display of all your published negotiations. you can initiate a new round of responding if you set the controls to allow multiple rounds of responses (RFQs always permit multiple rounds of quoting). click the Number link for the negotiation you wish to see. After you initiate a new round of responding. update your negotiation's header details as appropriate (*indicates a field that must be entered prior to the new responding round). or auction has closed. you have the option of downloading only responses from shortlisted suppliers. You can add new members and/or delete existing members. or auction has closed. or you must manually close it early. select a negotiation by clicking its Number link under the Your Negotiations at a Glance section. After the RFI. Security Level You can change the level of security on the negotiation. If the negotiation you're looking for is not displayed under Your Negotiations at a Glance. none of the previous responses submitted are available for awarding. RFQ. RFQ. You can also enter search values in the Search Negotiations fields to search for a negotiation. On the Negotiations Home page. You must either wait until the negotiation reaches its close date and time. 2. To initiate a new round of responding: You can only initiate a new round of responding after the current round has closed. you can initiate a new round of responding from the negotiations summary page: 1. Possible Description Modifications *Title/Style You can give your negotiation a new name and change the negotiation style.Select Start New Round from the Actions menu and click Go. 3. From the Results: Negotiations display. Possible Collaboration Team Changes You can change the makeup of the collaboration team working on this negotiation.Oracle Sourcing Help Note: If you choose to download your responses into a spreadsheet and make your award decisions there.3.14 How do I initiate a new round of responding? After your RFI.

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

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

15 How do I close a negotiation before its scheduled close date and time? You can close a negotiation early only if you set your response controls to allow a manual close. On the Close Early page. click the negotiation number for the negotiation you wish to cancel. 4. Also the line requirements have changed. 3.3. if no preview date/time was specified) and before the close date/time. Click Apply. or the items are no longer needed. On the negotiation summary page. 3. 1. Under the Your Negotiations at a Glance section of the Negotiations Home page. 4. Note that you cannot manually close an auction after its first AutoExtension has been triggered. 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. enter the new date and time you want to close the negotiation or choose to close it immediately. 2. For example. click the negotiation number for the negotiation you wish to close. In any of these cases. there may have been too few responses.3. Click Apply. On the negotiation summary page. If you do not see the negotiation. 2. This note is included in the notification that will be sent. 2. the buyer can update information defined in the document if necessary. On the Cancel page.Oracle Sourcing Help 2. To close your negotiation early: 1. Under the Your Negotiations at a Glance section of the Negotiations Home page. If desired. or the terms of the responses are not acceptable. select the Close Early option from the Actions menu and click Go. 2. Page 120/209 . select the Cancel RFQ/Cancel Auction option from the Actions menu and click Go. you can enter a text note to participants explaining why you are canceling the negotiation.17 How do I create an amendment to a negotiation? After publishing a negotiation. you may wish to simply cancel the negotiation. This update is called an amendment. click Full List. The system notifies all the invitees and participants of the cancellation. Amendments can be created anytime after the preview date/time (or open date/time. enter a note to your suppliers. 5.3. the responses to your negotiation do not meet your needs.16 How do I cancel a negotiation? Sometimes.

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

select Print Document from the Actions menu 3. Click Preview Contract Terms. To print a negotiation (for suppliers): 1. On the Negotiations Home page. These negotiations are listed under the Your Negotiations at a Glance section. but there will only be data displayed after the recommendation has been submittted. select Print Document from the Actions menu. Once you have submitted your negotiation's award decision. Access the negotiation by clicking its negotiation link. you can view the approval status of your negotiation. On the negotiation summary page. or save it to a location on your machine and review the document there. If Oracle Procurement Contracts is implemented and the sourcing document has contract terms attached to it. 2. On the Negotiations Homepage. 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. Click the Contract Terms link in the navigation bar. open and inspect the print directly. the clauses and deliverables are printed as well. your award decision must be approved before you can begin to create a purchasing document. 2. open and inspect the print directly.Oracle Sourcing Help defined to the negotiation. 2. 4.19 How do I view the approval history for my negotiation? If you selected the "Require award approval" negotiation control. 2. On the negotiation summary page. If you cannot see all your negotiations. click Full List. You can view the approval history at any point.3. When the prompt box appears. search for the negotiation you wish to print. When the prompt box appears. On the Negotiations Homepage. 3. Page 122/209 . or save it to a location on your machine and review the document there To print contract terms only: 1. 3. search for the negotiation you wish to print by clicking the Negotiation Number link. To print a negotiation (for buyers): 1.

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

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

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

Oracle Sourcing Help Page 126/209 .

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

you can split the award by entering a value in the Award Quantity for each supplier. 3. an awarded chekmark appears for the line. you can choose to download only the responses from the remaining shortlisted suppliers. you cannot award more units than specified in the negotiation quantity. click Save Award.Oracle Sourcing Help line in the negotiation. Once you have selected the suppliers and specified the number of units to be awarded to each. 6. For amount-based line types. If you have removed any suppliers from the shortlist. Continue until all lines have been awarded. Click Save Award To award a single line to a supplier: 1. To award using a spreadsheet: If you wish to download the responses for a negotiation. you see all the suppliers that responded to this line. For quantity-based line types. On the Award Line page. 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. select Award by Spreadsheet from the Actions menu.4. 2. o o 3. On the Award by Line page. Follow the instructions in Step 2 and Step 3 above to enter that line's award decision 7. 4. For each line. 5. Once a line has been totally awarded. Select the next line to be awarded and click Award. Select the supplier(s) to whom you wish to award this line and enter the number of units to be awarded in the Award Quantity field. You can choose to leave it unawarded. select the line you wish to award and click Award. This is useful if you have received a large number Page 128/209 . You do not have to award a line. 2.5 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. Note the following: o o If you select multiple suppliers for this line. but you can award less. select the radio button for the supplier to whom you wish to award that line. the award simply identifies the supplier from whom business will be awarded in the future . Click "Award by Line" to return to the Award by Line page.

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

Oracle Sourcing Help

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

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

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

Oracle Sourcing Help

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

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

You receive two bids as follows on the auction item:

Bidder Office Supplies Your PCs

Bid Quantity 30 30

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

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

Bidder Office Supplies Your PCs

Bid Quantity 30 30

Consumed Quantity 30 20 10

On Number 12345 12345 98762

Requisition

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

Oracle Sourcing Help

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

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

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

click the number link for the negotiation to see the details. 2. 2. Click the link in the Number column for the negotiation. you can do an advanced search looking for negotiations with a status of Award). Use the Search Negotiations fields at the top of the Negotiations Home page to perform an Advanced Search. For each entry in the table. o Closed Negotiations which have been closed. it can be helpful to review award decisions you have made in the past.icon in the Details column. o Create Order Negotiations for which the allocation process is in progress or for which the purchase order creation process has been initiated. o Award Negotiations for which the award process is either still in progress (there are still outstanding items to be awarded) of completed (there are no outstanding items to be awarded). 3. awarded and completed the negotiation. there is a triangular +/. select Award Summary from the Actions menu and click Go. o Completed The award process is completed and a purchase order has been requested or a purchase order has not been requested.Oracle Sourcing Help To display the Award Summary page: To use the Award Summary page. you can use the subtabs to toggle between the Supplier and the Line views. Use this icon to show or hide the detail information for that entry.4. On the Award Summary page. To see prior award information: 1. On the Negotiations Search page. 4. Locate the negotiation whose business you have awarded (note that from the Negotiations Home page. On the negotiation summary page.11 Can I see information on my negotiations once I have completed awarding them? In many situations. Page 135/209 . select one of the following Status values and click Go. you must have closed the negotiation and made some award decisions. From the list of search results. This information is stored and can be viewed even after you have closed. 3. 2. These negotiations could be taken to a subsequent round of responding or could have their award process initiated. 1.

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

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

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

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

Click the Select button or the Quick Select icon. To search the Approved Supplier List Criteria. 2. To search by Supplier Business Classifications. 3. Select the type of search from the drop down menu. and click Go. enter a search value for either the item name or a word in the item description. Click the flashlight next to the Item field. enter appropriate search values search values. 2. You are returned to the negotiation creation page with the item value entered and the Category value entered to the category for the item you selected. you can search by either the Category name or by words contained in the Category Description. enter a full or partial supplier name. click Show Business Classifications and select the attribute values by which you wish to search. With amount-based items. 3. 1. select the supplier(s) and click Invite. From the Results: Suppliers display. You are returned to the create page with the category value inserted in the Category field. click Show Approved Supplier List Criteria and select the attribute values by which you wish to search. 1.1. On the Search and Select: Inventory Item page. After you have entered your search values. If you wish to see all suppliers who provide a particular commodity. Scroll through the Search Results display and select the correct category. You must also specify the category to which the item belongs. Click the flashlight icon next to the Category field.Oracle Sourcing Help 1. If you know the name of the supplier you wish to invite. you can search and specify a category value but cannot specify an item value. you can search and specify an item value. For goods-based items. The category value defaults according to the item you select. 2. select the correct item and click Select. use the flashlight to search and select commodity or item. From the Search Results display. On the Search and Select: Category page. Click Go. click Search.5. 2. you must identify item(s) on which you wish to negotiate.5 Searching for lines and categories While creating your negotiation. How you search depends on whether the line type for your item is amount-based or goods-based. Enter as many search values as are needed to efficiently qualify your supplier search. Page 140/209 .

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

The method you want to format date and number fields. click Cancel. Page 142/209 . To cancel all changes. My Profile 3. Any accessibility features you are using The currency you prefer to conduct business in. On the Preferences page. click Apply. Type of character encoding you want used when performing spreadsheet downloads and uploads. The format in which you wish to receive notifications from the system. in necessary. A new password. When you have finished editing your personal information. click Preferences in the group of links either the top or at the bottom of the page. 2. 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. From the Negotiations Home page.Oracle Sourcing Help 3. 3.1 How do I update my Sourcing personal options? 1.

the report shows the total amount generated by each sourcing transaction.1 4. as well as the total amount awarded to this supplier. 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. Identify negotiation opportunities.1. To run the Awards by Supplier report.2.1 Introduction to Sourcing Intelligence What is Sourcing Intelligence? Sourcing Intelligence provides all the analytic and transactional reporting for your Sourcing application.1.2 What are the Sourcing Intelligence reports I can generate? You can generate any of the following Sourcing Intelligence reports: 4.1. Page 143/209 . 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. You can view the reports online. See "How do I export report data to a spreadsheet?" 4. Identify potential savings opportunities.type (bid or quote). Sourcing Intelligence promotes the increased efficiency by enabling visibility and analysis of system transactions. Amounts do not include lines where award quantity and award amount are unspecified. For each supplier. 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. You can use Sourcing Intelligence to: Track trends of purchases over time. savings is zero.Oracle Sourcing Help 4. Sourcing Buyer Intelligence Reports 4. or export and open the reports in a third-party software application (such as spreadsheet software) where you can analyze and format the numbers at your discretion. View summary reports that allow additional details.1 Awards by Supplier report What are the Awards by Supplier report? The Awards by Supplier report displays a summary of all awards made by the buyer to supplier(s).

2 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. see "How do I run the reports?" Note: For the Auction Outcome report parameter. Blanket Purchase Agreement. select Standard Purchase Order.1. You can view the supporting awarded bid by clicking the Auction number or Bid number.2. Amounts do not include lines where award quantity and award amount are unspedified.1 "How do I run the reports?" Notes: Note the following when generating and evaluating report information: o o o o When entering a category search parameter. with the category with the highest productive award appearing first. If Current Price is not available. the report reflects only the system-hosted catalog item categories. Once you have generated a Savings by Category report.1. Page 144/209 .3.1.1) report for the items listed. 4. Section 4. The report is sorted by category. the report reflects only the system-hosted catalog item categories. To run the Awarded Bids Detail report. or All Outcomes.Oracle Sourcing Help 4. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. see. Any report displaying calculated amounts do not include any RFI amounts. you can generate a Savings by Item (Section 7.3 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.2.2. Any report displaying calculated amounts does not include any RFI amounts. Note the following when generating and evaluating report information: When entering a category search parameter.1. To run the Savings by Category report. Amounts do not include lines where award quantity and award amount are unspecified. savings is zero.

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

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

5. and click Go. For each supplier. 4. click Show Chart (if available) for a graphical representation of the report. Currency Select the currency of interest. The Sourcing Reports page displays information on the reports in the system. See "How do I export report data to a spreadsheet?" 4. o o Category (if available) Select the category of interest using the search icon next to the field. o 4. Click the link for the report you want to run.Oracle Sourcing Help To view transactions in all currencies: When you view transactions for a selected currency in a report. However. On the Negotiations Home page. Enter any search criteria into the appropriate fields.2 Intelligence Reports 4.3.1 How do I run reports? 1. Once the report displays. You can sort the report by clicking on the any of the underlined column headings. click the Reports tab. only transactions for that selected currency are displayed. as well as the total amount awarded to this supplier. see "How do I run the reports?" Page 147/209 .2. if desired. 2. the report shows the total amount generated by each sourcing transaction type (bid or quote). In the spreadsheet. It also gives a breakdown by negotiation type of the total amount of money transacted.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). (Not all reports have all of the following search criteria. To run the Awards by Supplier report. 3. transactions for all currencies. if you want to view all transactions completed in all currencies. the report defaults to your functional currency.) An asterisk (*) indicates a required field: o *From and Through Date Enter a date range for extracting and summarizing transactions. Click Export to Spreadsheet to download the report.1. including the selected currency and the currency code. Suppliers (if available) Select the suppliers of interest using the search icon next to the field. you can export the report data to a spreadsheet. If left blank. are displayed.

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

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

To access a negotiation.1 Responding to Negotiations 5.1 How do I access negotiations? The Negotiations Home page is the central point of access for all your negotiations. To see the complete list of invitations. click the Response Number link. click Full List. or by having a draft response that is in progress. Help for Sourcing Suppliers 5. you can respond to all public negotiations as well as those negotiations to which you have been specifically invited. If your company has multiple sites that are known to the buyer who created the negotiation. If this is the case. 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. This takes you to the negotiation summary page. From here. To search for negotiations to which you have been invited: Check the Your Company's Open Invitations section on the Negotiations Home page for negotiations to which you have been invited. you may see multiple entries having the same negotiation number but associated with different sites. This takes you to the Details page. you can manage your contract deliverables from this page as well. Page 150/209 . You can also monitor negotiations in which you are participating and manage any draft responses you have.1.Oracle Sourcing Help 5. To see information on the negotiation. click the Negotiation Number link. The Active and Draft section shows negotiations in which you are participating by either having placed an active response. a separate invitation might have been sent to each site. You can place a response on behalf of either or all sites. To see your current response or draft information. If you have Oracle Procurement Contracts installed. 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. Note that this section only displays the five negotiations with the most current expiration date. click its Number link. 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.

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

3 How do I respond to a negotiation? Suppliers can respond to public negotiations and private negotiations to which they have been invited. (See Section 5. the response controls.Oracle Sourcing Help Creating and managing sourcing events Updating profile information Viewing award decisions Updating profile information 5. or price breaks associated with it. Page 152/209 .2.4 How do I view the details of a negotiation before placing a response? 1. shipping and billing information. 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. This includes such information as the time the negotiation. or quote). click the negotiation number to access the Negotiation Summary page for the negotiation in which you are interested. Alternatively. Click the negotiation number to access the Negotiation Summary page.6 “How do I submit a response online”). 5. 2. Monitor the action in the negotiation in which you are participating. The Negotiation Summary page displays all the current information for this negotiation. 2.1 “How do I monitor negotiations to which I've responded”). Find a negotiation in which to participate (See Section 2. (See section 5. To respond to a negotiation you must: 1.1. Attachments can be viewed by clicking the paperclip icon. pricing. you can view information on the item attributes by clicking the "View" link under the Details column.4. use the Search Negotiations fields to access the Active Negotiations page.1 “How do I access negotiations”). If the item has attributes.1. detailed item information. The Notes and Attachments section displays any text messages from the buyer and any attached files.1. Submit your response (bid. 3. Under Open Invitations. price elements.

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

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

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

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

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

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

5. 4.10 What is proxy bidding and how does it work? By activating proxy bidding. 5. Your bid status is No Bid for any item on which you have not placed a bid. you allow the system to automatically rebid on your behalf whenever a competing bid price beats your bid price. On the Create Bid page. then click Go.1.9 What is AutoRefresh? AutoRefresh enables you to continuously monitor the bidding in an auction before or after you submit a bid. To activate AutoRefresh: 1. Page 159/209 . select the category from the View menu. On the AutoRefresh page. Using price elements allows you to target additional costs related to a particular negotiation item. you can proxy bid on some items and bid manually on others. The AutoRefresh page updates the current best bid price and your bid status for each item in the auction. Such costs can include discrete charges such as import duties or activities such consulting or training costs. and Lose for any item on which you have been outbid. 3.1. You cannot proxy bid on any items that have price elements. you can set your responses apart from your competitors' responses and enable buyers to make better-informed award decisions. Click Create Bid to deactivate AutoRefresh and place a bid on the auction. Win for any item on which you have the current best bid price. 2. By providing item details and specifications in item attribute fields. 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. In Multi-Attribute Weighted Scoring negotiations. your responses to an item's attributes are scored and weighted to allow the buyer to make more informed decisions. Select the auction and click Respond. If you want to display only those auction items that are included in a specific category. Item attributes also allow you to provide more information and details when entering responses. and 2) the details that a negotiation participant should provide when entering a response for that item. click AutoRefresh On. Locate an open auction in which you'd like to bid. In an auction that includes more than one item. 5.Oracle Sourcing Help Item attributes provide extra information about a negotiation item. you can adjust the AutoRefresh interval setting to change the length of time between page refreshes. They define 1) unique specifications that are set for a negotiation item.

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

once proxy bidding has been initiated. Or in a multiattribute weighted negotiation. However. When you use power bid. you can monitor its progress by locating the negotiation number under Your Active and Draft Responses section of the Negotiations Home page. there may be certain instances in which the bidder needs to end proxy bidding early. it can be allowed to run to conclusion. 3. all of your bids (losing and winning) in an auction are improved by the percentage you enter in the Power Bid field. Select the items for which you wish to disable proxy bidding. Once enabled. The Cancel Proxy Bidding page shows all line items for which you have proxy bidding enabled. 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) 4.1. To view the details of your current bid.12 What is power bid? Power bid allows you to expedite your rebidding when you have bid on several items in the same auction. the promise date offered by the bidder may need to be updated due to unforeseen situations at the time the proxy was begun.1. For example. When the Rebid page appears. proxy bidding in suspended. In both these cases. click the Response number link. Usually. Once you have placed a bid using proxy bidding.Oracle Sourcing Help 5. Page 161/209 . the system will continue to rebid at lower prices until the bidder's minimum bid price is reached. Click Create Bid to create a new bid. click Create Bid. Power bidding cannot be used if any of the auction items contain price elements. The bidder specifies the amount of the price decrement (expressed as a percentage or a flat price reduction) and the minimum price to offer. 2. 5. the bidder may wish to update the non-price related information to improve the price to total score ratio. and click Cancel All Proxies. To cancel proxy bidding. the bidder may wish to halt the proxy bidding to update bid information. On the Rebid page. click Cancel Proxy at the bottom of the page. At this point. this happens when the bidder needs to update bid information. 1. continue entering your new bid information (including new proxy specifications if desired). To continue placing a new bid. Cancelling proxy bidding In most cases.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.

Page 162/209 . Save the spreadsheet file to a convenient location. Bulk loading is also useful if you respond to similar negotiations that occur repeatedly. Enter numbers. Access the auction on which you want to rebid. 5. enter the power bid percentage by which you want to decrease each of your bids in the auction.1.25. You can download an Excel spreadsheet or a text spreadsheet.Oracle Sourcing Help To use power bid: 1.13 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. 7. Access the open negotiation to which you wish to respond. you may want to look at responses that have already been submitted (not viewable in blind or sealed auctions or in RFQs). then click History to review responses. On the Quote/Bid by Spreadsheet page. select the type of file(s) you wish to download. Click Recalculate to preview your power bid prices. Save the file. for example. 6. As you prepare to respond. click the negotiation number and review the negotiation's details and lines. If you want to return to your original bid prices. 3. 5. To download a spreadsheet and prepare your bid or quote offline: 1. When you are satisfied with your power bid prices. 4. even if your new bid price exceeds the current best bid for any auction item. From the negotiation summary page. The recalculated price appears in the Price field. Your bid prices so not take effect until you click Submit Bid. select Create Quote/Bid from the Action menu and click Go. click Clear Changes. 2. After you have located a negotiation on which to bid. You can create the spreadsheet once and then make only the modifications necessary for a particular negotiation. You can then enter a new power bid percentage and click Go to revise your power bid. 2. click Submit Bid and review the details of your bid. Navigate back to the Quote/Bid by Spreadsheet page. 5. 3. Open the spreadsheet file and complete according to the instructions in the Read Me file included in the zip. 4. Because you are only previewing your power bids. On the Create Bid page. your bid status does not change yet.

3.15 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. enter your new bid information and click Continue. Browse to the location where you saved your spreadsheet file. If the buyer has updated an item for the new round.1.14 How do I rebid on an RFQ or auction? 1. you will need to respond to that item again. On the negotiation Details page. If you need to make changes. Access the negotiation on which you wish to rebid. 5. The Bid Confirmation/Quote Confirmation page displays your bid number. click Submit. 5. Click the response link to access the Details page. you can continue placing your re Page 163/209 . If the item is unchanged from the previous round. Click Submit. You respond to a second-round negotiation the same way as to the initial negotiation. Once the buyer has published the updated RFQ/Auction. notifications are sent to the original and any newly added participants.1. your prior response is carried over to the new round. There are several reasons why this might happen. or the invitation lists. After you have analyzed the updated negotiation information. Once you have displayed the new negotiation. On the Rebid/Requote page. After you have located the negotiation in which you wish to participate. On the Review Quote/Bid page. If the negotiation is an RFQ. the initial round might have been simply for information gathering purposes. 9. Click Import. use your Back button. The system will validate the response information you entered in your spreadsheet. you can respond with your new Quote/Bid. 4. you can easily identify the updated information by clicking View New Round Summary. Quote/Bid controls. Verify the details of your quote or bid.Oracle Sourcing Help 7. 2. If correct. check your response information. click Create Quote/Bid. The Multi-Round Modifications Summary page shows you negotiation information that has been updated since the previous round. 8. or the buyer may decide to change negotiation criteria such as terms and conditions.

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

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

Oracle Sourcing Help

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

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

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

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

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

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

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

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

5.2.3

How do I track the status of my responses?

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

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

5.2.4

What information is contained on the Disqualified Responses page?

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

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5.2.5

What information is contained on the Awarded Items page?

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

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2. Once a negotiation has been published. The Rejected Items page allows you to drill down into detailed information about the negotiation and your response to it.Oracle Sourcing Help 5. Your Response Number The number you assigned your response. Response Quantity The number of item units you offered to sell the buyer.6 What information is contained on the Rejected Items page? The Rejected Items page shows you all items to which you responded but were not awarded by the buyer. Promise Date The date by which you promised to deliver the item. 5. if any. Response Price The price at which you offered to sell the item.| Type The type of negotiation: RFQ. participants can communicate with each other by entering into an ongoing conversation called an online discussion.2. Negotiation Number The number assigned the negotiation by the system. Page 170/209 . Reason Any message provided by the buyer explaining why the item was not awarded. or Buyer's Auction Item Description Description of the negotiation item.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. The Rejected Items page shows: Response Number The number assigned to your response by the system.

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

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

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

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

The currently active version has the highest number and is the first entry in the table. Click the suffixed number links to see the different versions of the sourcing document. Contract terms are displayed in the Contract Terms section of the page. Page 175/209 . 2. 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. there may be deliverables to which you must respond. If Oracle Procurement Contracts is implemented by the buying organization. you must acknowledge that you have viewed the amendment and placed a new response 7. This includes responses to any contract terms the buyer has defined. To be considered for an award decision. If you placed a response before the amendment was made. Click "View Amendment History" to see the changes made to the original negotiation. you can place a new response on the negotiation. The amended versions are suffixed with an incrementing counter. 4. which you must review and acknowledge. or click the Review Changes icon to see what information changed between a version and its prior version. Once you have acknowledged all the amendments. Click Acknowledge Amendment.2. The negotiation summary page shows the original version of the negotiation. You are presented any additional amendments. 5. The Amendment History page has entries for the original negotiation and any subsequently amended versions. 8. 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. On the Acknowledge Amendment page.Oracle Sourcing Help To respond to a negotiation that was amended after your first response: 1. Click the negotiation number link to view the original negotiation and its updates. and then click the checkbox acknowledging you have reviewed the amendment. you are presented the first amendment. Click Acknowledge. Review the information. You use the Create Response page to enter your response to the buyer's negotiation. You can toggle between the current version and its prior version using the buttons. 3. 5. The Review Changes page identifies the information that has changed. 9. 6.11 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.

Oracle Sourcing Help

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

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

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

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

5.3 Searching
5.3.1 How do I search for negotiations?

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

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

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

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

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

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

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

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

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

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

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

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may time out before the system receives the file. button. 6.6 What if I have problems uploading files? Check the online Help about errors or failures.1. Total Agreement Amount Page 180/209 . or multibyte languages (such as Chinese). If you still cannot determine the cause of an error or failure.1. If you receive a Task Access Restriction message. particularly for large files. some browsers will not upload files or browse directories whose names contain language-specific marks such as accents or umlauts. try placing the file in a WinZip file to reduce the file size or using a faster connection to the system. and apply only when you have selected "blanket purchase agreement" as the auction outcome.5 Whom should I contact about technical difficulties? If you experience technical difficulties with this system you should contact your system administrator. or if your upload does not complete.Oracle Sourcing Help 6. Users who are associated with this responsibility can access and perform specific features. the steps you performed that led to the problem. the connection. and (for bulk load jobs only) the job number.4 Why can't I access some pages. If the feature in which you are uploading allows. note the error text if any. or other feature. task bar option. you should contact your system administrator to request additional function assignments. or if you cannot view or access a specific page. or task bar options? All system features are controlled by function security and your userid. Your system administrator controls function security by creating a Responsibility consisting of different functions. buttons. Agreement Start Date/Agreement End Date The period during which the blanket purchase agreement is effective. Function security means that features can be used only by users who are allowed access to the features. Note: Depending on how the system is set up.1. If you are using a slow dial-up connection. 6. link. Your Sourcing responsibility assignments determine which features you can use.2 Glossary A Agreement Terms (Blanket Purchase Agreement only) Agreement terms are optional. Then contact your system administrator. links. 6.

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

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

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

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

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

If you specify your bid decrement amount as a percentage. For example: Auction #1234. 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. Note: A bid decrement amount will always be applied to a bidder's current bid price. bid decrement = $100 Bidder A's original bid = $1.000 Bidder B's second bid = $800 Bidder B's third bid = $600 Minimum Release Amount Page 186/209 .000 Bidder A's second bid = $900 Bidder A's third bid = $800 Auction #2234. M Minimum Bid Decrement The minimum amount by which bids must decrease This is set in the auction's bid controls.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. You can enter either a straight amount or a percentage by which bids must improve. the decrement percentage will be calculated based on a bidder's original bid price.

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

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

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

but if the buyer specifies one. The bids and quotes are ranked with the lowest price to total score ratio receiving the best rank. A Start Price is not required.Oracle Sourcing Help After you have submitted your proxy minimum bid amount. you can choose from three different indicators.2. the buyer can select attributes other than price to be included in the best rank calculation. Price Only or Multi-Attribute Weighted Scoring. Reusable Price Element Lists Reusable Price Element Lists allow you to group several price elements which are related or are typically used together. In a Multi-Attribute Weighted Scoring negotiation. In a Price Only negotiation the lowest price Quote/Bid receives the best rank. "1.3. Once you have created a Page 190/209 . all quotes/bids in an RFQ or auction must be equal to or below the Start Price.. the buyer can choose between two methods. The buyer can choose to display the scoring criteria to the suppliers. Win/Lose displays "Win" for the best ranked Quote/Bid and "Lose" for all others. R Rank Indicator The rank indicator specifies how response rankings are displayed. When creating a sourcing document. Q Quote/Bid Ranking Quote/Bid Ranking method determines how bids and quotes are ranked. the buyer must define the currencies in which responses are accepted. If allowed by the system administrator. "None" displays no ranking indicator. Response Currency If a buyer allows responses in currencies other than the negotiation currency." displays "1" for the best Quote/Bid and sequentially numbers the remaining bids in order of rank. Quote/Bid Start Price The price at which Quoting/Bidding for an item must begin. you cannot change this amount unless the minimum amount is met in the auction bidding..

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

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

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 (. 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. Total Ageements Amonut To Be Determined (TBD) Pricing A buyer can specify that the pricing will be determined at a later date. For each supplier there may be multiple supplier sites. fields are separated by the tab character. This is helpful if pricing is based on a published standard and/or tariff. The system recognizes the UN standardized UOM codes.txt) files. 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. but without any special formatting characters. For more information. Page 193/209 . Supplier Master A repository of information about suppliers from whom you purchase goods and services. see Can I rank bids on attributes other than just price? The total amount of a Blanket Purchsareerment The total amount of a Blanket Purchard Ageermenr. Spreadsheet applications are recommended to open tab-delimited text files.Oracle Sourcing Help See Auction Outcome. 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. Set up in Oracle Purchasing using the Suppliers window.

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

our documentation includes features that make information available to users of assistive technology. 6. and must be fully installed to take advantage of their features. to the disabled community. and contains markup to facilitate access by the disabled community. Page 195/209 .oracle. however. visit the Oracle Accessibility Program Web site at: http://www. 6. and supporting documentation accessible.com/accessibility/. Oracle neither evaluates nor makes any representations regarding the accessibility of these Web sites. 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.3. may not always correctly read the code examples in this document.Oracle Sourcing Help 6.3. 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.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. with good usability. To that end. For additional information. 6.3 Documentation Accessibility Our goal is to make Oracle products. services. a Windows screen reader. The conventions for writing code require that closing braces should appear on an otherwise empty line. This documentation is available in HTML format. Standards will continue to evolve over time.1 Accessibility of Code Examples in Documentation JAWS.4 Product Integration and Licensing This documentation includes information about many features of Oracle Applications other than this product.

type (bid or quote). Amounts do not include lines where award quantity and award amount are unspedified. see Section 4. savings is zero. If Current Price is not available.Oracle Sourcing Help 7.1.1 What are the Sourcing Intelligence reports I can generate? You can generate any of the following Sourcing Intelligence reports: Awards by Supplier report Savings by Category report Awarded Bids Detail report Awarded Quotes report Perspective for Java licensed from Three D Graphics. as well as the total amount awarded to this supplier. Copyright 2000 Three D Graphics. For each supplier. Appendix 7.1 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).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. Page 196/209 . Inc. Inc. 7. You can sort the report by clicking on the any of the underlined column headings To run the Awards by Supplier report.1. Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity.3. the report shows the total amount generated by each sourcing transaction.

Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity.1. the report reflects only the system-hosted catalog item categories. For each supplier. To run the Savings by Item report. Amounts do not include lines where award quantity and award amount are unspecified.2 What is the Savings by Item report? Once you have the Savings by Category report generated. the report reflects only the system-hosted catalog item categories. or All Outcomes. Any report displaying calculated amounts do not include any RFI amounts. see "How do I run the reports?" Note: For the Auction Outcome report parameter.Oracle Sourcing Help 7.3 What is the Awarded Bids Detail report? The Awarded Bids Detail report displays detailed information about auctions for which business has been awarded. You click the category to obtain a list of items within that category and how much revenue you have received off that item. savings is zero. you can further drill down into the categories and display how much you have generated by item within that category. savings is zero. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity.1. If Current Price is not available. You can view the supporting awarded bid by clicking the Auction number or Bid number. To run the Awarded Bids Detail report. If Current Price is not available. select Standard Purchase Order. Note the following when generating and evaluating report information: When entering a category search parameter. the report shows the total amount paid to this supplier. Amounts do not include lines where award quantity and award amount are unspedified. Blanket Purchase Agreement. 7. 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. Any report displaying calculated amounts do not include any RFI amounts. Page 197/209 .

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

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

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

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

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

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

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

Unless protected. the contract template can contain both approved and draft clauses. 2. Clauses are drafted based on both business and statutory requirements. at which point the clause becomes a non-standard clause.Oracle Sourcing Help 7. 3. you must perform the following steps: 1.1 About Clauses A standard clause is the legal or business language used to author a contract. not in contract templates. In order to make standard clauses available to be used in business documents.9. You can create and modify standard clauses in the Library. Non-Standard Clauses Non-standard clauses exist only in business documents. Standard Clauses A standard clause is a clause defined in the Library (See Appendix 7.9 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. all the clauses in the contract template automatically become standard clauses in the business document. Page 205/209 . A non-standard clause is a clause that you create to add in directly into the business document. Approve the contract template. or you can leave the clauses in draft form. Add the clauses to a contract template. These templates can then be used to default clauses and deliverables on a contract. 7. or a standard clause that you edit and make non-standard. You can create templates that include both clauses and deliverables. 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. You can either approve clauses before adding them to the contract template. After you apply the contract template to a business document. the text of a standard clause in the business document can be changed.2 “About the Contract Terms Library”).9. Prior to approval. Apply the contract template to a business document.

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

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

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

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

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