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

............5 How do I create a deliverable and use it in a negotiation document?.4.7 What are contract terms and conditions........... 107 2........................1.........................3...........3...3 Are there any shortcuts available when creating a sourcing document? ..3.....1....3 How do I respond on behalf of suppliers without Internet access?.3............... 84 2.......... 117 Page 5/209 2.......1...........1......... and how do I use them?... and how do I use them in my negotiation?..... 95 2...................... 105 2...2...... 96 2..14 How do I initiate a new round of responding?......8 How do I view the backing information for lines AutoCreated from Oracle Purchasing?...........11 Who can participate as team members? ............... and how do I use them in my negotiation?.................... 88 2...........................2 Using Oracle Services Procurement and Oracle Procurement Contracts......6 How do I copy a sourcing document?.....4........... 115 2................................................Oracle Sourcing Help How do I use price elements? ...3................2 How do I monitor the negotiations I have created? ................................... 102 2........................................................4......1.......................................................................4........................ and how are they used? ...........4. 91 2.....1 How do I create a deliverable and use it in a negotiation document?........1..... 112 2..................1.................3.................. 103 2..............1...................4.............................4 Additional Creation Topics .. 99 2............................................2 What kind of services can I negotiate for?..........................................................................................................10 Can I invite additional suppliers to a negotiation I've already created? ...6 ................. 93 2...2...............................4..1...... 106 2.....2 What is a sourcing event? ........................................................ 100 2..........3....3 How do I define services related lines?..3............ 92 2....5 2.........4........................... 97 2................... 98 2................................4 What are Your Negotiations at a Glance?..................3........................................................1................ 114 2........................................................... 107 2....... 98 2.........6 How do I download the responses I have received? ......7 How do I analyze the responses I have received?..............................................3..........1 What are some negotiations strategies I can use? ......10 How do collaboration teams work? ..... 102 2...................3...........1........................12 How do security levels work? .......4................. 116 2.......4. 105 2.3......... 96 2..................................................1 How do I access negotiations? .......................................................................... 110 2...............3.4......12 How do I change my auction's AutoExtend settings while the auction is in progress?.... 109 2................. and how do I use them?.............. 106 2.......2.......13 What is shortlisting and how do I use it? .4...................3.........8 What are price breaks..............................1.....11 How do I extend a negotiation that is in progress? .................... 104 2..........3............................ 100 2.....................1.............................9 How do buyers and suppliers communicate while a negotiation is in progress? ..................1..................1.................... 88 2................................................ 114 2.....1....3....... and how do I use them?.....................................9 What are amount based line types......4............... and how do I create and use them? .......... 103 2...........2...............................1.................3...13 What are global agreements..............3 Monitoring Negotiations.7 What are price breaks..........................5 How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line?................. 86 2...... 108 2........4 What are contract terms and conditions..... 84 What are Reusable Price Element Lists...4 Can I create and save sourcing documents without submitting them? .........

..8 How do I allocate backing requisitions among awarded items? ........... 124 2..... 131 2.............................3 How do I export data to a spreadsheet? ........................ RFQ.......................1.............. 144 4.................................................................................. 138 2.........5............. 130 2........1 What is the Awards by Supplier report? ..................1 How do I update my Sourcing personal options? ...5..... 123 2......... 121 2..........5....1.... 143 4...................................4 How do I award business in an RFQ or auction?.............16 How do I cancel a negotiation?........... 140 2....... Sourcing Buyer Intelligence Reports.........9 How do I disqualify responses I receive for an RFI..............................3...................12 How do I generate a purchase order document? ..................5.........................2................1 How do I run reports? ......... 143 4................................6 Searching for addresses:.....1.1....3...4...................15 .........................................3.. 133 2.......1.........1........................................2...20 How do I manage deliverables I have assigned to a negotiation?....5 Searching.............1 Awards by Supplier report ...............................................4............................................1 Searching for your negotiations in which you are participating: ......................................................18 How do I print information on my negotiation? .................... 145 4............ 147 4..................4 Searching for suppliers:.................... 148 Page 6/209 2..............3 What are the different methods I can use when performing awards? .13 What is contract binding?.................................................... 120 2...........................................................................1...7 Searching for lists................4..........1 Introduction to Sourcing Intelligence............2 Savings by Category report..3 Awarded Bids Detail report .......4...3 Searching for draft negotiations .............2 How do I unlock and unseal a sealed RFQ or auction? ........3.............4..................................1.....................2.4 Awarded Quotes report ......................................4.1 How do I search for information on Oracle Sourcing? ........................ 141 3............. 124 2.......... 144 What is the Awarded Bids Detail report? .......1................... 145 4.......................................6 How do I manually score header attributes? .19 How do I view the approval history for my negotiation? ..2 Searching for all negotiations to which you have access:..............3........................................................ 139 2...................................................... 147 4............... or auction? ...........3............1....................2....2 Intelligence Reports ...4 Awarding Negotiations ...................................................5.............. 137 2......................... 120 2................................ 137 2.............................1 What is Sourcing Intelligence? .............1.... 136 2.......................4.....10 What information is contained on the Award Summary page? .... 133 2.........2 What are the Sourcing Intelligence reports I can generate?....5 How do I download the responses I have received? ..4...1.................2....................4............5..........2 What is the Savings by Category report?............... 135 2.......... 120 2..................................................... 147 4.........11 Can I see information on my negotiations once I have completed awarding them? ....... 143 4......1...................... 142 3........2.................5.... 137 2..................................................... 138 2............................................................................. 124 2.......1.... 124 2........... 144 4. 143 4.1 How do I view the responses I have received? ................................4......................4..4... 122 2......4.............................................. 145 What is the Awarded Quotes report? ....... 129 2.................... My Profile .......................17 How do I create an amendment to a negotiation? ................................ 127 2......... 143 4...3....................................................5 Searching for lines and categories.................... 128 2..............7 How do I use a spreadsheet to award negotiation items?... 141 2..Oracle Sourcing Help How do I close a negotiation before its scheduled close date and time?.....1....... 142 4.............5..................................... 139 2..

.......................................3 What is a WinZip (or zip) file? . 163 5...... 150 5................ 178 6.....Oracle Sourcing Help 4....................1.........................................10 What is proxy bidding and how does it work?.......................................1..................2 Monitoring Negotiations..2.......1.... 149 5........ 148 4...........3 Searching.......2......1...................2......... 166 5.. 159 5. 167 5....7 How do buyers and suppliers communicate while a negotiation is in progress? ........ 177 5...........1....... 152 5..... 176 5...............................13 How do I download a spreadsheet and respond offline?......11 How do I respond to a deliverable defined to a negotiation?.................................... 150 5.............................2 How do I use Quick Links?............. 173 5................................. 178 6................2......1.7 How do I view the attachments associated with the negotiation to which I am responding? .....2................................. 164 5.............1...... 161 5...........................18 How do I respond to a deliverable defined to a negotiation?..................1................................................................1.............................................................................. 165 5....6 What information is contained on the Rejected Items page?........ 169 5.....................1......................................4 What is the Awarded Quotes report? .......................... 172 5..................................................2........................................................................................ 168 5...............2.........................1 Additional Topics ......................................8 How do I use item attributes and price elements when responding to a negotiation? .....12 What is power bid?............3 What is the Awarded Bids Detail report? .......1....................... 179 Page 7/209 .................. 150 5........................1.......4 How do I view the details of a negotiation before placing a response? ..................3...........3 How do I respond to a negotiation? ............. 153 5...................... 167 5....9 What is AutoRefresh? ....................................... 154 5............9 How do I print information on my negotiation? ........................2 Can international companies participate? ...14 How do I rebid on an RFQ or auction? ......1................................... 151 5... 159 5..1 How do I access negotiations? .............................1 How do I search for negotiations? ..............................1......... 158 5................................................................................................ 174 5.......1.......5 How do I respond to a Request for Information (RFI)?.........................2........................................................5 What information is contained on the Awarded Items page? ..................1 Responding to Negotiations............17 How do I respond to an amendment to a sourcing document? ...15 How do I respond to a negotiation that has gone to an additional round of responding?....... 162 5.....................................................3 How do I track the status of my responses?..... 158 5.....................1.........2....1.......... 161 5.........................2 How do I use Quick Links?.......1..1 What are the benefits of registering and participating in this system? ...................1..........2....1.... 164 5.. 167 5..................................8 How do I turn off proxy bidding? ............12 How do I respond to a service-related line?.................................................... 175 5.......16 Why would a negotiation have special terms and conditions? ..... 179 6....2........10 How do I respond to an amendment to a sourcing document? .............. 170 5....................2..........................................4 What information is contained on the Disqualified Responses page? .....................19 How do I respond to a service-related line?.....................................6 How do I submit a response online? ...... 178 6....................................................... 152 5.................................1............. Additional Information.................................... 177 6...2.. 170 5.........................1 How do I monitor negotiations to which I've responded? ........11 How do I turn off proxy bidding? ..................2.........1......................... Help for Sourcing Suppliers............................ 167 5........................................ 163 5..........................

.......... Appendix .. 207 User-Defined Variables................. 208 Page 8/209 .................. 180 6. 196 7........... 205 Non-Standard Clauses............... 205 Standard Clauses .................................................................3.............. links. 203 7.................................. 200 7..............1......................................1.......................... buttons........... 197 7.....................1.............3 What are score settings and how do I use them with header attributes? .........................................................7 What are reusable price elements and how do I create them? .............................................................................................................. 195 6.................3..2 What is the Savings by Item report? .................. 197 7................1 How do I create an attribute list? ........................................................................4 What is the Awarded Quotes report? ..........................................1....................1... 180 6................................................................................ 196 7...................................... 198 7.......1.9....................5 Whom should I contact about technical difficulties?........ 206 7.......................................... 195 6.3 About Deliverables..........................1 Accessibility of Code Examples in Documentation .........2 Accessibility of Links to External Web Sites in Documentation.....................................................9... 180 6............................................... 195 7.........6 Why are some RFQs and auctions associated with a sourcing event? .........2 Reusable Attribute Lists ...............................................................2 About Variables .....................................5 How do I use the Graphical Monitor to view responses to items in my negotiation?........... 205 7..........1......... 198 7............................ 195 6.......................................................6 What if I have problems uploading files? .....2 Glossary.................................................8 Can suppliers communicate with each other while a negotiation is in process? ........... 206 System-Defined Variables ....... or task bar options? .........1......................Oracle Sourcing Help 6..................................................9..................................... 207 Value Sets for Variables........................ 199 7..................1 About the Contract Terms Library............................................ 205 7........ 199 7. 202 7................................................1 What are header attributes and how do I use them?......9.........................2...........................3.............9 About Contract Templates .......................................................... 206 Table Variables ....1 What are the Awards by Supplier report? ........3 Documentation Accessibility ................................................................................................................... 198 7................................ 196 7.........4 How do I enter business terms and conditions for my RFxs and auctions? ..4 Product Integration and Licensing........................................................... 203 7................................. 207 Variable Identification . 180 6............................... 207 Deliverable Variables............................3 What is the Awarded Bids Detail report? .....1 What are the Sourcing Intelligence reports I can generate?..................................1 About Clauses ....................................4 Why can't I access some pages........... 204 7......................................................................................... 208 7...............

click the Preferences link at the top of the page. To create templates and reusable lists to simplify negotiation creation. RFQ. request for quotations (RFQs).1 “What are the Sourcing Intelligence reports I can generate”) for many transaction types. You can create a request for information (RFIs). among others.1 “Creating Negotiations”). This system also provides graphical summary and detail reports (See Appendix 7. and password. click "Edit" under the Drafts Quick Links section. To create an RFI. You can enter many different personal options such as your language. check the Negotiations at a Glance section. click the appropriate create link from the Quick Links section of the Negotiations Home page.1 “How do I update my Sourcing personal options”). and Buyer's Auction. see Getting Started for Buyers. buyer's auction (See Section 2. see Getting Started for the Sourcing Super User. 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.Oracle Sourcing Help 1.1 What can I do with Oracle Sourcing? If you are a Sourcing Buyer. Getting Started for Buyers As a Sourcing Buyer you have access to a wide range functionality with Oracle Sourcing. Use the Search Negotiations fields at the top of the page to search for a particular negotiation To edit your personal information (See Section 3. If you are a Sourcing Supplier. see Getting Started for Suppliers. If you are responsible for administering the Sourcing system. Click the Intelligence tab on the Sourcing Home page. Page 9/209 . click the appropriate link(s) in the Quick Links section of the Negotiations Home page. Getting Started 1. To manage draft negotiations on which you and others may be working. To monitor the negotiations in which you are participating. You can monitor your negotiations in real time and communicate with participants using online discussions.1.1 New to Sourcing? 1. date format. If your system is integrated with Oracle Purchasing.

you are responsible for setting up and maintaining your company's system. Use the Search Negotiations fields to search for a particular negotiation. view the Open Invitations section of the Negotiations Home page. price elements.Oracle Sourcing Help Getting Started for Suppliers Oracle Sourcing Suppliers can use the product functionality to quickly locate and respond to negotiations. and price element lists See the Oracle Sourcing Administration and Maintenance Guide for details on how to perform these tasks. you must ensure that your supplier companies are defined to your purchasing system. check the Your Active and Draft Responses section. and their contacts are registered with Oracle Sourcing. and password. however you may wish to do any of the following: Set up terms and conditions for negotiations If integrated with a procurement or purchasing system (for example Oracle Purchasing) register users for your existing suppliers Create attribute lists. click the Preferences link at the top of the page. You must meet the following hardware and software requirements: Page 10/209 . click the negotiation number.1.2 What is required of me to participate? If you are a buyer. To monitor the negotiations in which you are participating. you can start participating in negotiations. Many setup tasks were probably performed during implementation. You must honor the contracts and commitments you make to other participants. To respond to a negotiation. 1. You can also click "Edit" link in the Profile section of Quick Links update contact information such as your name and email address. 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. Sourcing Buyers (along with the Sourcing Super User). among others. date format. To respond to negotiations to which you have been specifically invited. invitation lists. To edit your personal information . can invite you to register with the system. Once you receive a registration invitation and have registered and been approved.

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

and item-specific attributes.requests for quotations (RFQs).1.2. Prices are established based on actual supply and demand at the time the negotiation is transacted.1. Buyers can use the information obtained to subsequently conduct an RFQ or buyer's auction.1 What is Oracle Sourcing? Oracle Sourcing offers flexible negotiation capabilities to buyers and sellers.1.1 “How do I create an attribute list?”) Reusable Invitation Lists (See Section 2.1. requests for information (RFIs). Page 12/209 .1. who might never meet face-to-face.3.4.6 “How do I copy a sourcing document”) Multiple Currency support (See Section 2. and then use that information to create negotiations that drive prices based not only on price.2. quantity. and buyer's auctions.1. The four different types of sourcing documents available . but on lead times.2 “Glossary”) Terms and Conditions enforcement (See Section 5.2.16 “Why would a negotiation have special terms and conditions?”) RFIs Oracle Sourcing allows buyers to qualify a wide group of suppliers and their products and services using RFIs.2.1 Frequently Asked Questions: Oracle Sourcing 1.1.4 “How do I create and edit a reusable invitation list”) Sourcing Template (See Section 2. “How do I create and edit negotiation templates?”) and Copy features (See Section 2.2 Getting Started with Oracle Sourcing 1.7 “Can I accept responses in multiple currencies”) Multiple Language support Notes and Attachments (See Chapter 6. enabling them to efficiently obtain the best possible prices for goods and services.Oracle Sourcing Help 1. Common Functionality All sourcing document types have the following common functionality to simplify the negotiation creation process: Reusable Attribute Lists (See Appendix 7.2. can bypass intermediaries and establish relationships that might not have been possible using more traditional methods of buying and selling. Buyers use real-time interaction to obtain information on suppliers' products and services. Buyers and sellers.

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

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

suppliers are immediately notified of the auction results via online notifications. Auctions Auctions enable buyers to solicit bids for goods and services that are clearly defined.1. RFIs can be (and typically are) taken to multiple rounds until the buyer has enough information to identify supplier(s) with which to deal. the buyer has the power to fine-tune the RFQ and initiate detailed negotiations. and auctions. the information contained in the RFI can be copied into an RFQ or buyer's auction. Buyers can tailor each auction to control who can see bids during the auction.Oracle Sourcing Help 1.2. The supplier responds by answering the buyer's questions. and whether partial bids are allowed. This process may go through multiple rounds of negotiations and quotes. such as office furniture and memory chips. so suppliers can never see each other's quotes while the negotiation is in progress. See the table below to help you determine which type of negotiation to create. RFQs can be blind (buyer can see the quotes during the RFQ. If permitted by the buyer. The buyer uses supplier responses to identify the group of suppliers who should be included in the subsequent negotiation. as necessary. request for quotes (RFQs). whether multiple rounds of bidding are possible. RFIs typically do not make reference to item price or quantity. This information generates competition and encourages suppliers to submit their best possible price. Once the auction is completed. At the conclusion of the RFI cycle. RFIs identify important item criteria on which the buyer needs information. suppliers can view all bids submitted while the auction is open. but suppliers cannot) or sealed (neither buyer nor suppliers can see the quotes until the RFQ is closed and the quotes are unsealed). RFIs are used more for gathering information on goods and service provided by a supplier than to lock in particular price information. Page 15/209 . such as made-to-order manufacturing or construction projects.2 What are the differences between the available negotiation types? The four types of negotiations are Requests for Information (RFIs)'. Once suppliers have submitted an initial round of proposals (quotes). Requests for quotes (RFQs) RFQs enable buyers to collect quotes from suppliers for complex and hardto-define items or services. Many different items can be included in an auction. Buyers can discover new suppliers or buyers and get competitive pricing or improved service. Requests for Information (RFIs) RFI's are used to qualify suppliers and their goods and services for subsequent procurement activities. Therefore. The RFQ process is generally the longest of the negotiation processes.

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

4. terms and conditions.1.2) 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.1.11) an RFQ or close an RFQ earlier Early Close (See Section than the 2. The details of the document such as the controls.Oracle Sourcing Help Attribute Based Bidding (See Section 5.3 What time saving functions are available to me when creating negotiations? There are many ways you can streamline the creation of sourcing documents: Copying an existing document You can copy documents that you.1.15) scheduled close Minimum Bid date.1. and invitation list are copied into a new document which you can edit if necessary.1. submit Other Proxy Bidding (See Attribute Based Section 5.11) Buyers can Manual Extend (See manually extend Section 2. Manual Extend/Early Close (See Sections 2. Multiple Quotes The RFQ business process allows suppliers to submit a single quote per round. Decrement/Increment (See Section 2. Page 17/209 . Multiple If allowed by bidders may multiple bids.1.3.11) 2.4. or any other users in your organization. item information.1.4.4.10) Bidding (See Power Bidding (See Section 5.8) Price Elements (See Manual Section 5.8) 5.1.7) 1.15) Buyers can manually extend an RFI or close an RFI earlier than the scheduled close date.8) Extend/Early Close (See AutoExtend (See Section Section 2. Convert to negotiation document (See Section 2.1.7) 2.11) Price Breaks (See Section Price Breaks (See Section 2.1.1.1.11/2.10) Price Elements Attribute Based Bidding (See Section (See Section 5.8) Section 5.4. Bids buyer.2. have previously created.3.4.1.1.

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

optional.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. that allow bidders/suppliers not only to respond to the price. called item attributes. These attributes represent important aspects of the item for which the buyers need information from their suppliers. 1. Buyers can efficiently create and award RFQs and auctions while suppliers can also use this functionality to assist in bidding in auctions or submitting quotes for RFQs." Alternatively.2.4 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. buyers define attributes for negotiation items. these lists are shared across all document types and can be accessed by the buyer as required. in essence "answering" the buyer's question. From this page. The document is released when Page 19/209 . When creating an RFI. or display only. you can click "Continue editing your draft. these attributes can be either required.1.2.1. but also to other features salient to each item. quantity. and delivery. you see the Confirmation page.Oracle Sourcing Help 1. You are granted exclusive control until you release it. you can click "Manage Draft Negotiations" to access the Manage Draft Negotiations page.5 Are reusable invitation lists and reusable attribute lists shared across all three negotiation types? Yes.2. From this page you can access and edit any of your draft negotiations. Item attributes and their responses comprise the heart of the RFI process. 1.1.6 What is attribute based negotiation and how can I use it? Attribute based negotiations enable buyers to define multiple item-specific characteristics.1. Suppliers reply to the item attribute. Depending on the setting chosen during the negotiation creation.7 I just saved a negotiation as a draft document. 1. 1. How do I continue working on it? You can continue working on a document saved as a draft by After clicking Save Draft. 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.1. ensuring that only one user can work on a draft at any time.2.

2. (Users with the appropriate function security. you are not required to enter any information. (The original creator can always unlock a draft. can unlock draft auctions/RFQ which were locked by other users.2.) Another user removes the lock.2.) 1. Negotiations with Round Completed are not available for awarding. 1. such as the Sourcing Super User. 1. you can delete the draft for the new round from the Manage Draft Negotiations page. You can save an negotiation as a draft as soon as you get to Step 2. What are the differences? You can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing.1.1.11 Why do some items in my negotiation have item numbers and others do not? Item numbers and item revisions appear if the negotiation item is AutoCreated from a requisition line having an item from the item master.9 What is the minimum information I need to enter before I can save a draft negotiation? Enter the information required for Step 1 of the creation process.2.10 If I have saved a draft of a new Quoting/Bidding round. can I award business to quotes/bids from the previous round? Once you save a new round of Quoting/Bidding. making it available for award. It is removed from the system. You delete it from the Manage Draft Negotiations page. You submit it (the draft becomes a valid negotiation in the system).1. the system automatically updates the status of the previous round to Round Completed. The information from the previous round is enough to save a draft. 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.Oracle Sourcing Help You save it. The draft creator selects the draft and clicks Unlock on the Manage Draft Negotiations page.1. However.12 I know I can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing. Each has its own benefits: Page 20/209 . If you wish to create a draft for a new round.

Page 21/209 . the more important the attribute to the item. Scores represent the desirability of that attribute value or range of values compared to other values.13 What happens if I cancel a negotiation having backing requisitions in Oracle Purchasing? As soon as you cancel a negotiation with backing requisitions.1. 1.2. 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. As responses are received.Oracle Sourcing Help RFQs/auctions in Oracle Sourcing Real time bidding. the system calculates a weighted score for each attribute response and a Total Score for the item. monitoring analysis and RFQs/auctions in Oracle Purchasing Integrated with the item master RFQs can be created by copying from blanket agreements Online Quoting/Bidding possible Spreadsheet Quoting/Bidding possible Suppliers can quote using EDI Buyers and suppliers can negotiate on Buyers and suppliers can create price price elements. The higher the score. quantity. Weights and scores can be assigned to the custom attributes. New buyers can then manage the requisitions as needed.14 What is Multi-Attribute Weighted Scoring and how does it work? Multi-Attribute Weighted Scoring is the ability for a buyer to use customizable attributes to define a product or service in a quantifiable manner. This allows the buyer to define the relative importance of each attribute by assigning weights to these attributes and scores to expected values for each attribute.2. the requisitions become available again to AutoCreate in Oracle Purchasing. It then ranks the scores for the same item from different respondents based on a Price to Total Score ratio. The higher the weight. or need-by date. breaks.1. The goal of scoring is to motivate a respondent to respond with quotes/bids most closely matching the desired attribute values. Scores are numbers between zero and 100 and are assigned to each possible attribute value or range of values. The old Sourcing negotiation number remains on the requisition line until a buyer creates a new negotiation using the requisition. the more desirable the attribute value or range of values. Custom attributes having weights and scores are called weighted attributes and require a response. 1.

The buyer can still award the item regardless of the ratio.1.2.1. suppliers can quote/bid on price. reflected in the Price to Total Score ratio. it offers the best value for the money. however. In a Multi-Attribute Weighted Scoring negotiation.Oracle Sourcing Help 1. It is the ratio of Quote/Bid price of an item to the sum of the weighted scores of all the Quote/Bid values submitted for that item.1. the system will automatically convert the responses to the negotiation currency. 1. A buyer can view bids plotted on a Price to Total Score graph to assist in analysis of quotes/bids. the system ranks the supplier only on the basis of price. The lowest ratio receives the highest rank.2. the buyer can still award the negotiation to any supplier regardless of the Price to Total Score ratio values.2. The lowest ratio among competing responses may not offer the lowest price.1. 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.17 Can I accept multiple currencies in my negotiation? Yes. When you create a new negotiation. In other words. Whenever you view the responses you have received. However. Though suppliers in a multi-currency negotiation can submit responses in several currencies. delivery dates and attributes of an item. item attributes can be scored and weighted. quantity. they are allowed to respond in only one currency per response.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. To lower the ratio for an item included in a bid. the negotiation currency defaults to the functional currency defined for your operating unit. 1. you can invite these users Page 22/209 .2. 1.18 How do I invite non-registered supplier contacts to register with the system? If a supplier company has already been defined to your system (using Oracle Purchasing) and you know of any non-registered contacts at the supplier company whom you wish to invite to current or future negotiations. you can allow bids or quotes in currencies other than the negotiation currency. In both price-only and Multi-Attribute Weighted Scoring negotiation. the bidder/supplier must lower the Quote/Bid price for the item and/or submit responses to the weighted attributes that increase the total score for the item. The winning response is decided based on the buyer's definitions of the relative importance of item attributes.

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

20 What is the purpose of notifications? Who receives them and when? Notifications are used to communicate specific events to users. Click Register.1. From the Portal page. 1." 2.Oracle Sourcing Help To register a user yourself: Anyone with the Sourcing Super User authorization. 3. 1. Select the applications to which the user will have access. click "Register a Supplier User. and participate To inform them about the newly updated close time To inform about the extended close date/time newly Early close of an All invitees and suppliers RFQ or auction Extend close date/time of an All invitees and suppliers RFQ or auction Page 24/209 .1. 1.2.2. can directly register and approve users. Invitations are automatically sent to each supplier. Event Recipient Purpose To inform them that the negotiation is open for previewing or bidding To invite them to acknowledge intent. 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. acknowledge intent.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. a buyer with the appropriate authorization can add the company to your Supplier Master). enter the required information. On the Register an External User page. Search for and select the supplier company name by using the flashlight icon (if the supplier company information does not exist within the system. You receive a confirmation that the new user has been registered.

2. The negotiation duration is the length of time between either the preview date (if the buyer specified one) or the open date. or all a certain Quote/Bid has been quote suppliers in the sealed disqualified RFQ. they receive a reminder email notification once the negotiation has opened for either previewing or responding. 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 1.21 When does an invitee receive a reminder email notification? If companies do not acknowledge participation by a certain time.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.1. and the close date. When the reminder gets sent depends on the duration of the negotiation.

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

you can enter a maximum of 2000 characters. 1. As the system administrator. You can search for the purchase orders in Oracle Purchasing by entering the negotiation data. You can check your Notifications for the Purchase Order Creation Notification.2.1.2.1.2. Click the Administration tab. access the negotiation whose associated purchase orders you wish to see by entering the negotiation number into the Search Negotiations fields. In Oracle Sourcing. and then click "Negotiations Configuration. Any user assigned the appropriate job function can add suppliers to an RFQ or auction any time before the close date and time. 1." Select the indicator and specify whether users can override your selection.25 Can I invite additional suppliers to an RFQ or auction I've already created? Yes. On the Negotiations Summary page. you can require a particular indicator be used for all negotiations. You can also search Oracle Purchasing by entering the original requisition information.26 How many characters can be entered into the Item Description and the Note fields? For an Item Description field. This displays all purchase orders for a particular negotiation.Oracle Sourcing Help 1. Page 27/209 . the negotiation number. select Award Summary from the Action menu and click Go.1. 1. you can enter a maximum of 240 characters. click the response number link to view the information on that response including the corresponding purchase order created for that response. for example.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. which includes the purchase order numbers along with other information.27 Can the system administrator require buyers to use a certain rank indicator? Yes. On the Award Summary page.2. For a Note field.1.

3 “How do I create and edit negotiation templates”). suppliers are immediately notified of the results via online notifications. 2. RFQ is typically used for complex items or services such as made-to-order manufacturing items or construction projects. 3.2.2. RFQs supports both blind and sealed RFQs. RFQ monitoring (See Section 2. RFQs typically consist of multiple rounds with competition focused on whether supplier(s) can meet the specific requirements.1.Suppliers view the RFQ details and submit their quotes online. Steps in the RFQ process include: 1.2 “How do I monitor the negotiations I have created”). The suppliers' responses to the RFQ allow the buyer to compare quotes and negotiate the best price and specifications for the good or service. RFQ Capabilities RFQ templates (See Section 2.1 “How do I create a new negotiation”).5. Buyers analyze the quotes and either award the RFQs or modify the RFQs and open them for another round of quoting. The RFQ process usually lasts days or weeks through multiple rounds of negotiations.4 “How do I create and edit a reusable invitation list”). RFQs enable buyers to collect quotes from suppliers for complex and hard-to-define items or services. Once suppliers have submitted an initial round of quotes. buyers can review quotes and award the RFQ or submit a modified RFQ for another round of quoting.2.1.5 “How do I use price elements”).2 Getting Started with RFQs RFQs support the full business process to solicit quotes from suppliers. Price elements (See Section 2.3.4.Buyers can monitor real-time quote activity and take appropriate action. Once the RFQ is completed.4 “How do I award business in an RFQ or auction”). 4. Reusable invitation lists (See Section 2. RFQ creation (See Section 2.1. Page 28/209 .Oracle Sourcing Help 1. RFQ modification or awarding (See Section 2. Quote preparation and submission (See Section 5. Buyers initiate RFQs that may include multiple line items by publishing the RFQ and inviting suppliers.2.1.3 “How do I respond to a negotiation”). Reusable attribute lists (See Appendix 7. Suppliers cannot view competing quotes while the negotiation is in progress.1.1.1 “How do I create an attribute list”).

3.5 “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 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”).5. Multiple RFQ styles: blind or sealed (See Section 6.2 “Glossary”).16 “Why would a negotiation have special terms and conditions”) Quoting online (See Section 5.2 “Glossary”). Quote comparison (See Section 2.9 “How do I disqualify responses I receive for an RFI.15 “How do I close a negotiation before its scheduled close date and time”).5.1. (See Section 2. Real-time status updates Notes and attachments (See Section 6.4.14 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”).7 “What are reusable price elements and how do I create them”).16 “How do I cancel a negotiation”)and Disqualifying quotes (2. Canceling RFQs (See Section 2.4. Multi-round quoting (See Section 2. Online or offline awarding capability (spreadsheet awarding).4.11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2. RFQ. (5.4.4.1.7 “What are price breaks.6 “Why are some RFQs and auctions associated with a sourcing event”). or auction”).4 “How do I award business in an RFQ or auction”).4.1.1.1.13 “How do I download a spreadsheet and respond offline”). Graphic RFQ monitor (See Appendix 7.8 “How do I use item attributes and price elements when responding to a negotiation”).Oracle Sourcing Help Price breaks (See Section 2.2 “How do I monitor the negotiations I have created”).6 “How do I submit a response online”) and offline (spreadsheet quoting).1. Monitoring quote activity in real-time (See Section 2. and how do I use them”).14 “How do I initiate a new round of responding”). Sourcing Events (See Appendix 7. Page 29/209 . Terms and Conditions enforcement (See Section 5. Manual extend (See Section 2. Integration with Oracle Purchasing (See Section 2. Capture Total Cost (See Appendix 7.

3 Frequently Asked Questions: RFQs 1. You can contact the buyer who created the RFQ and ask to have your quote disqualified.4 What are the Quote Currency and the RFQ Currency? RFQ Currency The RFQ currency is the functional currency for the set of books of the organization under which the RFQ was created.2. Page 30/209 . you can submit multiple quotes within the same round.2. This allows you to create your multi-line RFQ quickly. ensuring the integrity of the submitted RFQ items. It is the RFQ buyer's reference and review currency.Oracle Sourcing Help 1. Quotes are converted to the RFQ currency for quote review. The system validates the data. 1. In a Multi-Attribute Weighted Scoring RFQ. The Unseal Date is the date when the buyer unseals the unlocked RFQ allowing the suppliers to view the quotes as well. Suppliers can choose the Quote currency in which they will place their quotes. Quote Currencies Additional currencies in which quotes will be accepted. 1.2.3.5 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.3.2. You can prepare your list of RFQ items offline and upload the completed spreadsheet.2 Can I submit multiple quotes per round? If allowed by the quote controls. 1. An RFQ buyer can setup an RFQ to accept quotes in multiple currencies by selecting the RFQ currency and then identifying any Quote currencies in which quotes will be accepted. but you must enter the weights and scores for an item's scored attributes online.3 Can I cancel or retract my quote? No.2.3.3.1 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. but quote disqualification is at the discretion of the buyer. you can upload items using a spreadsheet. 1.2.

the Promise Date is optional. When creating additional rounds for an RFQ. 1.3. An automatic invitation will be sent to each invited supplier.6 What is the most efficient way to quote on many line items in an RFQ? If an RFQ consists of many line items. the 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. and why would I enter one? In an RFQ whose outcome is a standard purchase order.2.2. Once the supplier has provided you the email address. Suppliers complete the quoting process by uploading the spread sheet back to the system.3. Promise Date is an required field. 1.10 How can I invite a group of people from a supplier? Ask the supplier (or a supplier contact) to create a group email list that includes all the individuals who should receive the negotiation notifications. you can enter the address in the Additional Contact Email field during negotiation creation. 1.2.2. you can enter a Promise Date to differentiate your response from other competing responses.7 How can I view the quote values for all the price elements of an RFQ item? You can view the quote values for an item's price elements from the Negotiations Summary page. 1. completing multiple item attributes.9 Is an RFQ always blind or sealed and why? An RFQ is always either blind or sealed. During the upload. Page 31/209 . This is one of the feature of RFQs and mirrors the general off-line behavior of this negotiation model.3. In all other cases. you can invite additional suppliers by using the same process employed during the initial RFQ creation.3. 1. See How do I invite suppliers to my RFQ or auction? for details on identifying contacts.3.11 Can I invite additional suppliers to subsequent rounds of an RFQ? Yes.Oracle Sourcing Help 1. the Promise Date is required only if the RFQ uses multi-attribute weighted scoring and Promise Date is one of the scored attributes. When Promise Date is an optional response.2.8 What is the Promise Date. spreadsheet items are validated to ensure the integrity of the submitted quote.3. Downloading the RFQ contents allows suppliers to quickly respond. You can invite suppliers by selecting them from the supplier master list.2. In an RFQ whose outcome is a blanket purchase agreement.

1.13 Why can't I see the graphical monitor in a sealed RFQ? While an RFQ is sealed.3.3. you can start another round of quoting. you can see how many quotes are being placed. 1. you can manually close your RFQ earlier than the original close date/time. Use the negotiation number in the Search Negotiations fields on the Negotiations Home page to access the negotiation. Once the buyer has unlocked and unsealed the quotes.14 Can I close my RFQ earlier than the original close time? If you select the Early Close option when specifying quote controls. 2.2. 3. 1. select Close Early from the Action menu to close the RFQ. none of the details are available for viewing by any suppliers.3. you can modify the following: Title Style Ranking method Rank indicator Preview Date/Time Open Date/Time Close Date/Time Award Date/Time Collaboration team information Item information Invitation List Notes and attachments Page 32/209 .2. On the Start New Round page. you cannot see either the name of the respondent or the details of the bid until you unlock the RFQ. can I see who is bidding? In a sealed RFQ. however.2. you can use the Graphical Monitor to view quotes.15 How do I start another round of quoting in an RFQ? Once an RFQ has been closed. On the Negotiations Summary page. 1.3.2.Oracle Sourcing Help 1. Select Start New Round from the Action Menu.12 In a sealed RFQ.

1 “How do I create a new negotiation”).The buyer defines the auction and includes all the auction item information. Negotiations allows buyers to establish either public or private auctions to meet the specific needs of buyers. 2. Auctions are typically focused on creating competition between bidders. the business terms and conditions and intended bidders. Auctions last for a set period of time.1. such as office furniture or memory chips. quantity and item-specific attributes.1.Oracle Sourcing Help 1. Auctions allow real-time interaction to drive dynamic prices based on information that extends beyond price to include lead times. Creating the auction (See Section 2.2. Prices are established based on actual supply and demand at the time the auction is transacted.16 Can I modify an initial RFQ for the next round? You can modify the following information for each round of an RFQ: Preview date/time Open date/time Close date/time Award date/time Need by date List of invited suppliers Attachments 1.4 Getting Started with Auctions Getting Started with Auctions Auctions offer complete. although the close time can be extended manually or automatically based on last minute bids.2.3.3 “How do I respond to a negotiation”). Responding to the auction (See Section 5. typically a matter of a few days. Steps in the auction process include: 1. Bidders participate in the auction by viewing the Page 33/209 . Auctions enable buyers to solicit bids for goods and services that are clearly defined. Because most auctions are open for short periods of time. the bidding process moves quickly which results in increased competition. flexible auction capabilities to buyers so they can efficiently obtain the best possible price for goods and services.1.

Autoextend feature (See Section 2. Price elements (See Section 2. Once the auction is completed. Multiple Auction styles: open.11 “What are response controls”). Capture Total Cost (See Appendix 7.1 “How do I create an attribute list”).1. 4.1. Evaluating and awarding bids (See Section 2.5 “How do I use price elements”).2 “How do I monitor the negotiations I have created”).1. bid attribute value(s).4. 3. Power bidding (See Section 5.1.4 “How do I award business in an RFQ or auction”). If permitted by the auction rules. Reusable attribute lists (See Appendix 7.The buyer and all other participants can monitor the real-time activity during the auction and take action as necessary. bidders can view competitive bids during the auction.2. blind or sealed (See Section 6. Auction features include: Auction templates (See Section 2.12 “What is power bid”). Proxy bidding (See Section 5. bid quantity.5. Sourcing Events (See Appendix 7.15 “How do I close a negotiation before its scheduled close date and time”).1.1. Price breaks (See Section 2.3.7 “What are reusable price elements and how do I create them”).10 “What is proxy bidding and how does it work”). Reusable invitation lists (See Section 2. Page 34/209 . bidders are immediately notified of the auction results via online notifications.2 “Glossary”). Manual extend (See Section 2.2.1.4 “How do I create and edit a reusable invitation list”).4. and how do I use them”). The buyer analyzes the bids and awards the auction based on the price.3 “How do I create and edit negotiation templates”). Monitoring the bid responses (See Section 2.4. Minimum Bid Decrement/Increment (See Section 2.1.1.1.11 “What are response controls”).6 “Why are some RFQs and auctions associated with a sourcing event”).Oracle Sourcing Help auction items and submitting bids online. Attribute based bidding (See Section 5.8 “How do I use item attributes and price elements when responding to a negotiation”).2.1.3.7 “What are price breaks.11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2.

Bid comparison (See Section 2. Online or offline awarding capability (spreadsheet awarding).13 “How do I download a spreadsheet and respond offline”).2 “Glossary”).5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”).2 “How do I monitor the negotiations I have created”).1.5. (See Section 2.1.1.4.4 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”).16 “How do I cancel a negotiation”) and Disqualifying bid (2.4.5.4. (5. or auction”). Integration with Oracle Purchasing (See Section 2.4 “How do I award business in an RFQ or auction”). RFQ.6 “How do I submit a response online”) and offline (spreadsheet bidding).Oracle Sourcing Help Canceling auctions (See Section 2.5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Notes and attachments (See Section 6. Graphic Auction Monitor (See Appendix 7.9 “How do I disqualify responses I receive for an RFI. Page 35/209 . Purchase order generation Real-time status updates Bidding online (See Section 5. Monitoring bid activity (See Section 2.1.

You can elect to display the target price to participants.1 What are the different auction styles? The buyer can choose from three types of auctions: Open: everyone can see the bid content. or task bar options”).5.5 Can someone in my company award an auction that I create? If granted the appropriate authorization. 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.6 Can two people from the same company bid on the same auction? Yes.5. provided that: 1. Page 36/209 . The bid controls for this auction allow multiple bids per round . 1.4 What is the target price used for? The target price is mainly used for internal performance analysis for the buyer.Oracle Sourcing Help 1.2.3 Why isn't there a target price for every item? Target price is an optional value.2.5. The buyer can also choose to display the target price to the bidders for reference. 1. 1. The target price is the price you hope to pay for one unit of an item.5. Blind: Only the buyer can see the bid content Sealed: Neither the buyer nor the suppliers can see the bid content until the auction closes.5 Frequently Asked Questions: Auctions 1.2 What is the difference between Quote/Bid start price and target price? When creating a new RFQ or auction. links.2. you can optionally set a bid start price (quote start price for an RFQ) and target price for every item in the RFQ or auction. but only the buyer can see the identity of the bidder. 1. Buyers are not required to designate a target price for every item. The buyer can see the bids once the auction is unlocked.5. buttons. The auction to which they are responding is not owned by their company 2. All registered users in a company can bid on the same auction.2. Note: Two people from the same cannot quote in the same RFQ.4 “Why can't I access some pages.2. 1. someone else at your company can award an auction created by you.1.5. They have the appropriate function security (See Section 6.2. and 3.2.

1.5. can they view each other's bid details? Depending on the auction style. Page 37/209 . 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) 1.1.13 “How do I invite suppliers to participate in my negotiation”) to participate.5.2. When you invite a supplier (See Section 2.9 How do I initiate a new round of quoting or bidding? After your RFI. or auction has closed. why would I invite suppliers to participate? For a public RFQ/auction. 1.8 If my RFQ/auction is open to all suppliers.Oracle Sourcing Help 1.2. 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). and your RFQ/auction appears in that supplier's "Open Invitations" list of invitations.5.2. none of the previous responses submitted are available for awarding. that supplier receives an e-mail notification about your RFQ/auction. After you initiate a new round of responding. RFQ. you are not required to send invitations to any suppliers.7 When two respondents from the same company place bids. you might want to send invitations to increase specific suppliers' awareness of your RFQ/auction and encourage participation. However.

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

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

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

You can also specify if the autoextend is for the entire auction or particular line items. no other user at the same company can bid.5. Manual Extend allows you to manually extend your auction close date/time before the auction closes.14 How can I extend an auction beyond the close date/time? You have two ways of closing an auction before its originally specified time by selecting either the Manual Extend and/or AutoExtend bid controls when creating the auction.2. 1.2. the bidder can only view the resulting Price to Total Score for a bid. When the buyer hides scores/weights.2. Bidder B receives the higher rank because the proxy bid was created by the system after Bidder B's bid. You can also define the total number of auto extensions and the extension period. For example.5. Bidders cannot respond to display only attributes so there is no value for comparison.11 Can a bidder retract a bid? If a bidder has submitted.5.Oracle Sourcing Help 1.16 What is a Single Best Bid? A Single Best Bid is a response to an auction that allows only one bid per company.5. AutoExtend extends the duration automatically if new bids are received in the closing minutes of the auction. 1.13 Why are display-only attributes not visible in the Bid Compare page? Display only attributes are used to convey information to bidders. a company can place one bid in each round when being invited to that round Page 41/209 .2.2. You can specify whether the auction is extended from the original close time or from the time when the winning bid has been received.2.5. however. 1. The response is at the company level. best bid" is selected for a multi-round auction. the bidder can contact the buyer and ask to have the bid disqualified.15 How do two bids with the same score get ranked if the prices are the same? The earliest bid gets a higher rank.5. if Bidder B bids triggering a proxy bid for Bidder A and the resulting bid results in the same Price to Total Score ration. is up to the discretion of the buyer. Bid disqualification. once one user at a company responds. 1.12 Why can't I always view scores and weights set up by the buyer? The buyer can optionally hide scores and weights from the bidder. 1. When the bid control "No .A bidder must submit a single. that is.

17 What is the difference between Proxy and Power Bidding? Proxy Bid You can define price parameters that allow the system to automatically rebid on your behalf. you cannot change any bid information (including responses to item attributes) until the Proxy Bid Minimum is reached unless you cancel the proxy. Power bid is not available for any auction items having price elements.Oracle Sourcing Help 1. When the bid reaches the Proxy Bid Minimum. When you use Power Bid. This is a very useful feature when your goal is to win all auction items. The system Speeds up the bidding process rebids until proxy is by simultaneously updating the canceled or minimum bid prices for all bid items. Once you have placed a proxy bid. you cannot update attribute responses to better your score although proxy bid will rebid to better a price.5.2. the bidding automatically stops. or Proxy Bid Minimum. and the bids must be submitted quickly. Comment Proxy Bid Power Bid Feature Use Repeated automatic bidding. you can revise bids for all items on which you have previously bid by a specified percentage. Therefore if you are bidding in a Multi-Attribute Weighted Scoring auction. Once the limit price is reached. or near the end of an auction period when there may be a time constraint. Power Bid When rebidding. You can setup the Proxy Bid Decrement for an auction. as well as the limit price. Proxy bidding is not available for any auction item that has price elements. This allows you to streamline the rebidding process when you have bid on several items in the same auction. all of the bids in an auction will be decreased by the percentage specified. for each item. value is reached No Percentage Automatically updated Yes Unit of update Currency value Multiple times until Number of updates per canceled or the minimum Once setup price is reached Affect of price elements Not available for items Not available in auctions with price elements containing price elements Page 42/209 . you can set new Proxy bid parameters or bid manually.

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 84.2. For example. but since Supplier B's bid price is still higher than Supplier A's bid price. Supplier B then bids USD 94. Supplier B then places another bid of USD 92.5. Supplier A places a bid of USD 95.2. You may need to cancel the proxy bidding process to redefine attribute information to improve your price to total score ration. Therefore. Supplier A's proxy is not triggered. To avoid these situations. Since Supplier B's bid price is less than Supplier A's bid price. And since Supplier A's proxy minimum (75.00 and a proxy minimum of USD 75. This bid (84/90) is now the winning bid. you may need to closely monitor Multi-Attribute Weighted Scoring auctions which also use proxy bidding.00. Now Supplier B's bid (92/100) is better than Supplier A's bid (84/90).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.Oracle Sourcing Help 1. This bid (94/100) is better than Supplier A's bid (95/90).00. since proxy bids are generated based only on the price of the competing bid.5.00.00 with a score of 90 for the item. Supplier identities are never revealed to other bidders. Supplier B's bid is the winning bid even though the bid price is higher.00. However. not just the bid price.00 with a score of 100 for the same item. 1. a proxy bid decrement of USD10. Supplier A's proxy will only be triggered again if there is a bid with a price lower then USD 84. Page 43/209 .19 Can a bidder see the names of the other bidders? Bidders cannot see other bidders' identities. a bid can be beaten based on the Price to Total Score ratio without triggering a new proxy bid.00) has not yet been reached.

You can create a negotiation and save it as a draft before submitting it. This allows you to return to the creation process at a later time or have multiple people working on the same negotiation. RFQs. one unique feature of an RFI is that buyers can choose to define negotiation line items without price and quantity and specify lists of criteria to which suppliers must respond.1.1.1 How do I create a new negotiation? Use the instructions on this page to create Sourcing negotiations (RFIs.9 “How do I add lines to a negotiation”).1.1. you can save time by copying an existing RFI/RFQ/Auction.7 “What are contract terms and conditions. o If you have previously created an RFI. RFQ. RFIs are used more for gathering information on goods and service provided by a supplier than to lock in particular price information. Help for Sourcing Buyers 2.1. and buyer's auctions).13 “How do I invite suppliers to participate in my negotiation”).11 “What are response controls”) Enter Your Terms and Conditions (If Oracle Procurement Contracts is bought and licensed) (See Section 2. Therefore. and how do I use them in my negotiation”) Invite Your Suppliers (See Section 2.1 Creating RFIs. There are four main steps to creating a new negotiation: o o o o Create Your Negotiation Header (See section 2.4.1.6 “What information must I provide to create my negotiation header”).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. RFIs can be taken to multiple rounds until the buyer has enough information to identify supplier(s) with which to deal.1. Enter Negotiation Lines (See Section 2.1. 2. You can also create new negotiations quickly by applying a negotiation template. the information contained in the RFI can be copied into an RFQ or buyer's auction. and Buyer's Auctions 2.Oracle Sourcing Help 2.1.1.1.1.1. Define Your Response Controls (See Section 2. Page 44/209 . RFQs. At the conclusion of the RFI cycle.1. or auction.1 Creating Negotiations 2.

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

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

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

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

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

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

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

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

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

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

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

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 . 2. the system will round when converting responses into the negotiation currency. 5. 2.Oracle Sourcing Help 2. continue creating your negotiation.8 How do I restrict a supplier to a particular currency? If you allow multiple response currencies for your negotiation. 6.1.09 kroner to one dollar. 3. 4. Otherwise click Add Another Row and continue defining currencies and exchange rates. 2. If the precision for the response currency is greater than the precision for the negotiation currency. If you are finished defining alternate currencies. Define the exchange rate by entering the number of response currency units that equal one unit of the negotiation currency.09 meaning . To restrict a supplier to a particular currency: 1. click Apply. select a response currency for each supplier. The system may contain several different exchange rate types. Specify the price precision for the currency. select the exchange rate type. To define your own exchange rates 1. Select the checkbox to display the exchange rates if you want to allow respondents to see your response currency exchange rates. 3. You can use predefined exchange rates (Corporate Exchange Rate) or specify your own exchange rates (User Specified Rate). The page redisplays. Select the response currency. Select the response currency you will accept. Select the User Specified Rate type.1. To use predefined exchange rates: 1. Enter the date for which you wish to use this set of exchange rates. On the Header: Manage Response Currencies page. After you have selected your suppliers in Step 5. You assign currencies to specific suppliers when you invite the suppliers to your negotiation. Select the appropriate type for your negotiation. The system's response currency codes are available from the drop down menu. Page 56/209 . you can choose to restrict specific suppliers to particular response currencies. When you have finished defining currency information. For example.

*Indicates a required field : Page 57/209 .9 How do I add lines to a negotiation? When you create a new negotiation. 4. Line ranking is not performed in RFIs. To add a line using the online system. Click Go. 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. You can enter lines online or bulk load lines from a spreadsheet. If the response currency you select for a supplier is not on your currency list. select how the line will be ranked. Any. accept the default value of Online from the Add Line drop down menu. you must identify the goods or services you want to purchase or for which you want quotes. o o o 2. Select a price precision for the response currency. However. and how the line will be added and click Go. to a multi-currency negotiation. 3. From the navigation bar in the top left corner. click "Lines. Multiple users in a supplier's organization can submit several initial bids. No other suppliers may respond in that currency unless you also associate that response currency with them. 2. On the Lines: Create Line page. or edit a draft negotiation.Oracle Sourcing Help o If you accept the default." To add lines online: 1. 2. The new price precision applies only to the suppliers to whom you assign it. Continue creating your negotiation. if a user submits a rebid. select Multi-Attribute Scoring as the Ranking type. If you select a specific response currency for a supplier. each in a different currency. If you selected User Specified Rate in "Step 2: Defining Business Terms and Conditions. the follow-up bid must be in the same currency as the initial response. how the ranking will be displayed. If you wish to score and weight your lines. provide the following information.1.1." enter an exchange rate for the response currency you selected in the previous step. 3. the supplier can only submit a response in either that currency or the negotiation currency. that response currency is available to that supplier alone. On the Create: Lines page. The spreadsheet is useful if you are adding a large number of lines. Your other option is to load the line information using spreadsheet upload.

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

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

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

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

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

2. rate-based line type. Finally. 2.1. General services fixed-price lines use a negotiation outcome of standard purchase order. To define a temporary labor. For temporary labor line types. The Description. Enter values in your price fields if necessary. Enter your price breaks including Price Differentials. If you need to specify price breaks. Finally. The Description. make sure you select the Global Agreement checkbox. 7. make sure you select a temporary labor. 3. if appropriate. You can include services-related lines with regular amount-based and goods-based lines. fixed-price line: 1. 6. Search and select a Job from the Job menu. 9. Job Details. add notes or attachments to the supplier. Search and select a job from the Job menu. 5. and then click Go. 11. rate-based line: 1. Job Details. 4. Page 63/209 . Continue defining the remainder of the negotiation. vacation). Specify how price differentials are to be used within the negotiation (for example. Also. 5. From the Add Line menu on the Create Lines page. 10. Create attributes as needed to solicit any additional information for this line. and click Go. make sure you select a temporary labor. and Category will default according to the Job you select. Create attributes as needed to solicit additional information for this line. Follow steps 1 and 2 above. 3. fixed-rate line type. 4.Oracle Sourcing Help 2. or click Load from Spreadsheet to upload a previously completed spreadsheet file containing all the line information On the Lines: Create Line page. Unit of Measure and Category will default according to the Job you select. To define a temporary labor. 8. is a response to the price differential required) Select the price type (for example.10 How do I define services related lines? Services related line types allow you to negotiate on labor contracts. and specify the differential associated with this price type. select Online to continuing entering your line description online.1. add any notes or attachments to the supplier. On the Lines: Create Line page. Continue defining the remainder of the negotiation. click Select Price Break Settings and ensure it is not set to None. 6. ensure that you choose Blanket Purchase Agreement as the negotiation outcome for temporary labor line types.

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

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

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

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

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

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

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

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

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

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

1. Page 74/209 . Search for the list you wish to update. click "Add Suppliers" again and follow the perceiving instructions. 5. 8. The value defined for the RFQ/Auction template. For a supplier with multiple sites. click Apply. If the template and spreadsheet have conflicting category values. 2. any attributes/price elements defined for the template are added to any attributes/price elements you define via the spreadsheet. 3.2. Click "Add Suppliers. Click "Invitation" under the Reusable Lists area of Quick Lists on the Negotiations Home page. Select the supplier(s) and click Add to Invitation List. On the search results page. you can choose a specific supplier site to associate with this list (Supplier Site is another term for Address Name). 2. or 2.6 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. 6. If you wish to add more suppliers to your list.Oracle Sourcing Help Sourcing Super Users or users with the Manage Invitation Lists job function can create. 5.1.5 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. click Submit. 4. If you are have the Manage Invitation Lists job function. 7. edit. On the Edit Invitation List page. status. you can edit public lists. To edit an invitation list you have created: 1. When you have finished adding suppliers. When you are finished. If the supplier you selected has multiple sites defined in the system. the system uses the following hierarchy to determine which category value to use: 1.2. find your list. update your list description. you can add an entry for each site for that supplier if you choose. The value specified in the spreadsheet. then click Edit. 4." then search for suppliers to add to your invitation list. and access as appropriate. and manage public invitation lists. You can also add or delete suppliers. 2. including change the access and status.

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

Oracle Sourcing Help

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

o

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

o

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

o

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

o

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

o

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

o

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

Oracle Sourcing Help

o

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

o

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

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

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

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Oracle Sourcing Help

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

Oracle Sourcing Help

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

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

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

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.3. enter your line attribute information. On the Lines: Create Line page. and you do not wish to use the default. navigate to the Attributes table and click Add Another Row. Groups are used for categorizing attributes. 3.53 2. To enter a line attribute. See What are line attributes? for information about defining line attributes. 2. o Attribute Type Page 81/209 . 4. 5.Oracle Sourcing Help Price $300 Total Score: (100 * 50) + (50 * 30) + (100 * 20)/100 = 85 Price to Total Score Ratio = 300 / 85 = 3. PPM Defect Rate. *Indicates a required field: o *Attribute (up to 240 characters) Name your line attribute (for example: Mileage. 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. See "What information must I provide to describe my negotiation header"? After you have defined the negotiation header. o Group Select one of the predefined attribute groups. On the Create: Lines page. However you may want to consider supplier responses to other line attributes in addition to price being offered when determining the best response. use the instructions in "How do I add lines to a negotiation"? to enter the line data and other required and optional line information. click "Lines" in the navigation bar in the top left hand corner. Make sure you select Multi-Attribute Scoring from the Ranking menu. When the page refreshes. Grade). Select a ranking method if the Sourcing Super User has set the system up to allow you to change ranking methods.1. The system can then include the suppliers' responses to your line attributes when calculating the best response. To use weighting and scoring when defining a negotiation: 1. Select Online from the menu and click Go. You can accomplish the by specifying weighting and scoring values for your line attributes.

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

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

3. Page 84/209 . Such costs could include services such as training or consulting. Price elements allow you to: Identify suppliers with the lowest total cost per line not just the lowest item price. 2. 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 can create new price element lists or edit existing lists. you might create a price element list identifying normally expected transportation costs. the supplier's response values for fixed-amount type price elements cannot be converted to a unit price. you can apply that price element list to any negotiations (RFQs or auctions) containing items to which those price elements are applicable. 2. Take into account any additional costs or charges when considering outsourcing a project. or discrete costs such as shipping fees. Support supply chain operations more efficiently by recognizing and analyzing how one organization's performance and costs affect another organization. which is required to compute a total unit price.Oracle Sourcing Help o To set the weights for all attributes equally. To create a new price element list: 1. You must be assigned the Create Reusable Price Element Lists job function to create these lists. the supplier's response prices to the price elements will not be rolled up into the line total price. For example.3. freight charges or import duty fees. Identify hidden activities or "cost drivers" to facilitate improved analysis and decision-making. Buyers can specify when they create the negotiation how much they anticipate paying for these additional costs. Note: If the negotiation outcome is a blanket purchase agreement. the system will assign weights as equally as possible.6 What are Reusable Price Element Lists. click Equalize Weights. This is because in the absence of a line response quantity. If there are an odd number of attributes. Click the Price Element link under Reusable Lists on the Quick Links section of the Negotiations Home page. for example. These costs can then be negotiated between a buyer and supplier just like the item price. 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. Once you have created a price element list.1.1.5 How do I use price elements? Price elements allow a buyer to identify additional costs associated with a particular negotiation line.

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

Your suppliers respond to your negotiation specifying their responses to your price breaks.7 What are price breaks. you may expect to receive a discount from your supplier if you buy a large quantity of units. 4. The new list is validated. For each (non-amount-based) line in your negotiation. For example.3. change the price element list status. On the Price Element Lists 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.Oracle Sourcing Help To edit a price list: 1.1. The search results display any price element lists matching your search criteria. you can either click the price element list name link. you can define as many price breaks as are appropriate. click Go. (This returns all price element lists using that price element. The second offers a price of $18 a unit if purchasing over 500. If any price elements are inactive. 5. and you may specify several quantity levels and the prices you are willing to pay at each. you receive the responses shown in the table below. The list status (Any. The first few words of the list description. When you have entered the search data. You can then enter different assumptions into the system and have it calculate which response is the best. Or you may be willing to pay more per unit if your supplier can ship the order to a special location. Active or Inactive). You then set up two quantity-based price breaks. click Apply. To edit the list. 2. add or delete price elements from the list. 7.) 3. Page 86/209 . When you have finished making your changes. You can search for a particular price list by : o o o o The list name. you receive an error message. Example: Assume you are purchasing PC keyboards. You specify 20$ as your start or base price. 2. or select the price element list and click Edit. Click the Price Element link under Reusable Lists on the Quick Links section of the Negotiations Home page. The name of any price element defined to the list. or by a certain deadline. On the Edit Price Element List page. 6. search and select the list you want to edit. The first offers a price of 19$ per unit if buying more than 100. you can o o o update the description for the price element list.

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

Oracle Sourcing Help 3. 5. Once you have defined all your price breaks. price. click the response number link. click Apply. Ship-To address/organization. If you select None. 2.4. you can have the system evaluate the supplier responses based on scenario information you enter. you could enter different order quantities and see which supplier response is the best for a certain quantity. 4. and your supplier(s) have responded with quotes. Item attributes define 1) unique specifications that you set for an item.1 What are some negotiations strategies I can use? When creating a negotiation. click Analyze by Line from the Actions menus and click Go. Click Add Another Row to define additional price breaks. Select the negotiation line. On the Analyze Line: Analyze Price Breaks page. 5. and effective dates (available for non-cumulative price breaks only). 3. you can enter different values in the fields under Enter Assumptions and have the system calculate the best response based on the values you enter. You can set breaks by unit quantity. 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. On the table of negotiations. you can offer a particular target price. For example.1. Page 88/209 . To analyze price break information: 1.1. Analyzing Price Breaks Once you have defined your price break expectations. Search for the negotiation you're interested in. 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. and 2) the details that a participant should provide when responding to that item. If you select Non-Cumulative. For example. you will not be able to negotiate on effective dates. otherwise select optional. For each price break criterion. On the negotiations summary page. You can define as many price breaks as are needed to fully define your pricing structure. 2. you could define multiple price breaks based only on order quantity. Select Required to force to supplier to respond to the price breaks you define. you will not be able to enter price breaks.4 Additional Creation Topics 2. Define your price breaks. Also select either Cumulate or Non-Cumulative. and click Analyze Price Breaks.

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

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

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

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

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

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

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

To copy an existing negotiation: 1. Clicking Copy places you on a new Create Header page with the existing information inserted. Using contract terms is an easy way to create and maintain standardized contract text which can be customized as needed. To apply contract terms to your sourcing document: 1. 4. Page 96/209 . and how do I use them in my negotiation? If Oracle Procurement Contracts is installed and licensed. Once the page refreshes. click the Copy icon at the right of the page. 2. Note that most of the information you defined previously is carried forward into the copy. Verify your negotiation information.4.4. or auction). This includes any contract clauses or deliverables (terms. and deliverables are available if Oracle Procurement Contracts is implemented).1. 2. Once you have found the negotiation you are interested in. You need the Manage Contract Terms responsibility to create and maintain contract terms on negotiation documents. you can define your next deliverable. you can create contract terms and apply them to your negotiation. Edit your new negotiation by continuing through the creation steps. click Contract Terms in the navigation bar at the top left side of the page.7 What are contract terms and conditions. Note that you will have to specify new Open Date and Close Date values 6. click Apply. 5. conditions. When you have finished creating your new negotiation. On the Create Negotiation page. 2. You need the Contracts Terms Library Administrator responsibility to create and maintain clauses and contract templates in the Contract Terms Library. Search for the negotiation you want to copy. You can click the negotiation number to see details about the negotiation. Click "Copy" under the Create section of Quick Links on the Negotiations Home page. RFQ.1.Oracle Sourcing Help 6.6 How do I copy a sourcing document? You can copy sourcing documents that you or any other users in your organization have created. click Review. otherwise click Publish to open it for responding. 3. You can copy an existing document to create a new document of the same type (RFI. then click Submit for Approval if approvers are specified for this negotiation. If there are multiple deliverables to define. You can use contract terms to specify legal and other requirements for your negotiation. After you have finished defining your deliverable. you can click Apply and Create Another.

When you have completed your contract terms. 4. After you have created your header by adding a title (and adding/modifying any other information) clicks Lines in the top left navigation bar. You can add. For example. On the Create Contract Terms page. Or you may need the name of a contact who can answer questions you have about the negotiation line. continue by either clicking Suppliers to define a supplier invitation list. See the Oracle Procurement Contracts online help for information on using contract templates. 2. To view the backing requisition information during negotiation creation: 1. 3.1.Oracle Sourcing Help 2. 5.8 How do I view the backing information for lines AutoCreated from Oracle Purchasing? You can use the AutoCreate feature of Oracle Purchasing to use existing requisition information in Oracle Purchasing to create an RFQ or auction in Oracle Sourcing. you may need to view the demand linked to a particular negotiation line. 5. This includes all the other tasks such as creating your header. search for and select a contract template from the list of values. adding any additional lines. or clicking Review to inspect the negotiation prior to publishing it. delete or modify text. Click Apply Template.4. Along the way. 3. specifying negotiation controls. you may wish to view the requisition line information for the lines that AutoCreate carried over from Oracle Purchasing. 6. Select Validate from the Actions menu to verify the validity of the contract terms you are defining. click the requisition number link to view detailed information on the line. If you receive any error messages. Once the new draft negotiation has been created. you must correct them and validate again. You can see this line information on the View Requisition Line Summary display. On the Requisition Summary page. The Requisition Line Details page displays information in the following areas: o Requisition Page 97/209 . For AutoCreated lines. The Create Lines page displays any lines AutoCreate created using requisitions in Oracle Purchasing and allows you to create additional lines if necessary. 2. and then click the Details icon. click the requisition number link. 4. and possibly inviting suppliers. you can access it and continue creating your negotiation. You can edit the clauses applied by the template as needed. See the Oracle Procurement Contracts online help for instructions on modifying clauses.

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

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

meaning they can view but not update the document throughout its lifecycle. some collaborators can be defined as having read-only access. and members of the document collaboration team (if any). 2. and if so.4.4. Execution against global agreements can be performed by multiple local operating units. 2. Private The document can be viewed only by the creator. the creator's manager.13 What are global agreements. Global agreements: Page 100/209 .1. the creator's manager. selected members can be assigned specific tasks which they must complete. members of the document collaboration team (if any).1. and the Security Hierarchy members defined in Oracle Purchasing for that document type. Other members can be selected as approvers of the document. For example. There are three possible security levels a buyer can select: Public The document can be viewed by any other buyers in the buying organization. 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. See How do collaboration teams work? for more information on collaboration teams. All members identified as approvers must approve the final version before the document can be published. This is in contrast to a regular blanket purchase agreement which can exist only within the realm of a single operating unit.Oracle Sourcing Help If that member has been assigned a task. Also. Hierarchy The document can be viewed only by the creator. and how do I use them? Global agreements allow buying organizations to negotiate pricing and define agreements on behalf of a shared central environment.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. when the target date is.

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

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

make sure you select a temporary labor.2. or click Load from Spreadsheet to upload a previously completed spreadsheet file containing all the line information 2. you can create documents that negotiate for many different types of services. Page 103/209 . The charge for this type of service is based on hourly rates per person. maintenance services. From the Add Line menu on the Create Lines page. Fixed-price services such as corporate accounting services. 5. On the Lines: Create Line page. Specify how price differentials are to be used within the negotiation (for example. and specify the differential associated with this price type. 2. 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. Enter values in your price fields if necessary. Create attributes as needed to solicit additional information for this line. rate-based line: 1. Job Details. Search and select a job from the Job menu.2 What kind of services can I negotiate for? If Oracle Services Procurement is installed and licensed. The charge for this type of service is based on a flat amount for the service provided. You can include services-related lines with regular amount-based and goods-based lines. temporary administrators. 3. Also. ensure that you choose Blanket Purchase Agreement as the negotiation outcome for temporary labor line types. rate-based line type. and click Go. is a response to the price differential required) 7. 9. For temporary labor line types. General services fixed-price lines use a negotiation outcome of standard purchase order.2. The Description. There is a fixed amount limit attached to the service. . make sure you select the Global Agreement checkbox. 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. or consulting services. vacation). 4. Select the price type (for example. select Online to continuing entering your line description online. 6. Fixed-price temporary labor such as contractors. To define a temporary labor. if appropriate. Enter your price breaks including Price Differentials.3 How do I define services related lines? Services related line types allow you to negotiate on labor contracts.Oracle Sourcing Help 2. If you need to specify price breaks.

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

To access a draft negotiation: 1. Page 105/209 . Review and Submit). You can also monitor the progress of your open negotiations. you can create and submit new negotiations and continue working on any draft negotiations you have in progress. When you have completed your contract terms. 5. You can monitor the progress of these negotiations by clicking the Number link for that negotiation's entry in the Your Negotiations at a Glance section of the Negotiations Home page. You can edit the clauses applied by the template as needed. 6.3.3 2. delete or modify text. you may have several ongoing negotiations. To search for your negotiations in progress: At any one time. continue by either clicking Suppliers to define a supplier invitation list. You can also use drafts to allow a team of collaborators to all work on the same negotiation. 2. or clicking Review to inspect the negotiation prior to publishing it. See the Oracle Procurement Contracts online help for instructions on modifying clauses . Unlock. 4. 2. You can add. This takes you to the negotiation summary page for that negotiation. search for the negotiation you wish to access. From here. To access a draft negotiation: You can use draft negotiations to spread out the creation process over several sessions. Click the "Manage" link under Draft in the Quick Links section of the Negotiations Home page. On the Manage Draft Negotiations page. select a negotiation and click the appropriate button (Edit. Click Apply Template. If you receive any error messages. To create a new negotiation: Click the appropriate link under the Create section of Quick Links. Follow the instructions in How do I create a new negotiation? to create a new negotiation. From the Results display. you must correct them and validate again. Select Validate from the Actions menu to verify the validity of the contract terms you are defining.Oracle Sourcing Help 3. 3.1 Monitoring Negotiations How do I access negotiations? The Negotiations Home page is the central point of access for all your negotiations.

Oracle Sourcing buyers can place surrogate bids on behalf of such suppliers. and then click View Response History to see information on responses to this negotiation.3. If you do not see your negotiation.Oracle Sourcing Help Note that the Your Negotiations at a Glance section shows a limited number of entries based on time remaining. Clicking the number of your negotiation takes you to the negotiation summary page. select Create Surrogate Quote/Bid from the Actions menu. a surrogate bid can be entered into the negotiation. Page 106/209 . From the Negotiations Home page.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. 6. On the negotiation summary page. 5. Continue from the Terms and Conditions page with regular a response if terms and conditions are required. It is when the buyer receives the offline copy of the response or when the supplier mails/faxes the response. you can either Select View Response History from the Actions menu and click Go. Sign on to Oracle Sourcing with Sourcing Super User responsibility. You can also use the Graphical Monitor to view and compare responses to your negotiation. Click the Responses number to access the Details page for the negotiation. and click Go. To place a surrogate bid on behalf of a supplier: 1. 2. 3. 4. Select a contact for the supplier and click Create Surrogate Bid/Quote. On the Create Surrogate Bid/Quote: Select Supplier and Contact page. 2. click Full List. access the negotiation in which you wish to bid by clicking its number. From the negotiations summary page. Negotiations in which you are participating appear under Your Negotiations at a Glance. To see the complete list of negotiations you created. Once the buyer has received all the bid/quote information.3. enter the Bid/Quote Received Time. On the Create Bid/Create Quote page. 2. You also search for all open negotiations to which you have access. Click the negotiation number to access the negotiation summary page where you can see information on the negotiation.2 How do I monitor the negotiations I have created? Access the negotiation you wish to monitor. 7. enter the name or contact of the surrogate supplier in the Supplier field and click Go. click Full List.

5. identify the negotiation you wish to view. Only buyers can view the graphical monitor in blind style negotiations. From the Search Results display. From the Negotiations Home page. You can easily compare the negotiation attribute values for these competing responses. you may receive responses from multiple suppliers. select the responses you wish to compare and click Compare.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. o o o Note: The graphical monitor is not available for sealed style negotiations until they are unlocked. Select the line(s) whose responses you wish to inspect and choose the type of monitor you wish to view . click the graph icon to the right of the negotiation. select the negotiation and click the Graphic Monitor icon. 2.3. 3. 4. then click View Monitor. To view a complete list of your negotiations. Note that the table displays only a limited number of entries. perform a simple or advanced search to locate the negotiation whose responses you want to compare. All participants can view the graphical monitor in open style negotiations. To compare negotiation attribute values for competing responses: 1. To view messages sent to you from suppliers (if any) click the number link under the Unread Messages column. 2. To perform a side-by-side analysis on all responses to the line.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. select the line and click Analyze. To view the graphical monitor of a negotiation. To view information on responses. click Full List.Oracle Sourcing Help 2. click the negotiation number link.Price/Score by Time or Price by Score. Select a negotiation item.3. click the number link in the Responses column. Page 107/209 . To use Your Negotiations at a Glance: Under the Your Negotiations at a Glance area of the Negotiations Home page. o To view the information about the negotiation such as item information. response controls or invitation list. On the Analyze Line page.

there will be only one segment for each graph with that segment comparing simply the price.Oracle Sourcing Help 6. If you defined price elements to be included in your price calculation. These charts compare different aspects of the responses. If you have never used spreadsheet files before. This is useful if you have received a large number of responses and want to compare them offline. You can also update the spreadsheet with your award decisions and then upload it to identify winning responses. select Export Quotes/Bids from the Action menu. You can display these charts by clicking the triangular icon labeled Show Chart. the chart will show the total price calculated by combining all the responses to the price elements. select the type of spreadsheet you wish to down load. Page 108/209 . If there are any attachments. 2. 4. You can pause your cursor over each section of the bar to see the exact response value to that segment. On the Negotiation Summary page. To download responses: 1. If you did not use price elements in your negotiation. The Attribute Group Scores chart compares competing responses in terms of attribute group totals. The Price Analysis chart compares the calculated line prices offered by the responses. Save the file. You can use an Excel spreadsheet file or a text spreadsheet file. Open the file and complete it according to the directions in the Instruction file. 5. click the negotiation number for the negotiation to access the Negotiation Summary page. Each response is identified by its response number. The Analyze Line: Compare Quotes/Compare Bids page displays a sideby-side comparison of the response details for all responses you chose to compare.6 How do I download the responses I have received? You can download all the bids and quotes you receive for a negotiation into a spreadsheet for offline viewing. 2. 3.3. Save the file to a convenient location. On the Export Quotes/Bids to Spreadsheet page. Note that there may be two other charts available on the page depending on how you defined your negotiation attributes. You can download bids whether the negotiation is open or closed. you can view them by clicking the icon in the Notes/Attachment row. From the Your Negotiations at a Glance section. you should also download the Instructions file.

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

select Analyze by Spreadsheet from the Actions menu and click Go. Example: Assume you are purchasing PC keyboards. you can use the spreadsheet download feature to export the response information for analysis offline. For each (non-amount-based) line in your negotiation. You then set up two quantity-based price breaks. select View AutoAward. and how do I use them? Price breaks allow you to negotiate line prices with your supplier based on characteristics of your order. Your suppliers respond to your negotiation specifying their responses to your price breaks. 3. On he negotiations summary page. you may expect to receive a discount from your supplier if you buy a large quantity of units. You can then enter different assumptions into the system and have it calculate which response is the best. and you may specify several quantity levels and the prices you are willing to pay at each. To download responses via spreadsheet for analysis: You can use the spreadsheet download feature to perform many tasks offline.8 What are price breaks. Click Export. select: which type of files to download. As long as you have not closed the negotiation. The AutoAward Recommendation page displays the response(s) that AutoAward has decided best fit the negotiation requirements. You specify 20$ as your start or base price. For example. Once the negotiation is closed. You can use AutoAward to quickly generate a benchmark against which other ranking methods and scenarios can be compared. 2.Oracle Sourcing Help Scoring negotiations to determine the best overall total cost. 2. From the negotiation summary page for this negotiation. or by a certain deadline. For these price breaks. Or you may be willing to pay more per unit if your supplier can ship the order to a special location. you can download a spreadsheet with which to make award decisions. 5. On the Analyze by Spreadsheet page.htm file) to process the spreadsheet. Your level 1 price break Your offered price $20 Supplier Response $19 1's Supplier Response $19 Page 110/209 2's . The first offers a price of 19$ per unit if buying more than 100.3. Download and save the file. you receive the responses shown in the table below. 1. The second offers a price of $18 a unit if purchasing over 500. you can define as many price breaks as are appropriate. Open the file up and use the instructions in the readme file (the . 4.

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

you can have the system evaluate the supplier responses based on scenario information you enter. click the response number link. Analyzing Price Breaks Once you have defined your price break expectations. Clicking the Unread Messages number link takes you to the Online Page 112/209 . and click Analyze Price Breaks. Click Add Another Row to define additional price breaks. 3. you can participate in a online discussion by clicking the number link under Unread Messages (under "Your Negotiations at a Glance" for Sourcing Buyers. and effective dates (available for non-cumulative price breaks only). click Apply. and your supplier(s) have responded with quotes. You can define as many price breaks as are needed to fully define your pricing structure. Once a negotiation has been published. Ship-To address/organization. price. For each price break criterion. you could enter different order quantities and see which supplier response is the best for a certain quantity. click Analyze by Line from the Actions menus and click Go. On the table of negotiations. 5. you could define multiple price breaks based only on order quantity. participants can communicate with each other by entering into an ongoing conversation called an online discussion. 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. you can offer a particular target price. 2.3. 4. and "Your Active and Draft Responses" for Sourcing Suppliers). For example. Once you have defined all your price breaks. Using an online discussion Once a negotiation is published. 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.Oracle Sourcing Help 4. Search for the negotiation you're interested in. You can set breaks by unit quantity. Select the negotiation line. On the Analyze Line: Analyze Price Breaks page. Define your price breaks. On the negotiations summary page.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. To analyze price break information: 1. 2. 5.

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

5. 2. Under the Your Negotiations at a Glance section of the Negotiations Home page. 3. click the negotiation number link for the negotiation to which you wish to add additional suppliers. and/or long-term agreement dates. 3. On the Extend RFQ/Extend Auction page.3. click the negotiation number for the negotiation you wish to extend. If your negotiation is not displayed. your new close date is January 18. For example. 4.3. and you extend that auction for 7 days. Under the Your Negotiations at a Glance section on the Negotiations Home page. 2. If. need-by date. click Full List. if your negotiation includes a January 15 close date and a January 20 award date. 6. 2. click Full List. select the Extend RFQ/Extend Auction option from the Actions menu and click Go.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. when creating this negotiation. A notification will be sent to all participants. you cannot extend an auction after its first AutoExtension has been triggered. if you extend that auction for only 3 days. 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 entered an award date. and your new award date is January 27. To add suppliers to a negotiation: 1. Select Add Invitees from the Actions menu and click Go. On the Invite Additional Suppliers page. If you don't see the negotiation. Enter a new close date and time. specify a new close date and time. Click Apply. To manually extend your negotiation: 1. your new close date is January 22. and your award date remains January 20. Click Apply. You can also enable AutoExtend or modify your AutoExtend settings if you wish. Page 114/209 . However.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. Additionally. On the negotiation summary page.Oracle Sourcing Help 2. You cannot manually extend your negotiation after it has closed. follow the instructions to add new suppliers.

If your auction enters AutoExtend mode. or only those that receive bids during the AutoExtend period) Number of extensions allowed Length of each extension Start time of each extension (at the scheduled auction close time. you can change the number of times that the auction can AutoExtend. but you cannot change any other AutoExtend settings. 3. However.3. Page 115/209 . click Apply. review your current AutoExtend settings (if any). If your auction enters AutoExtend mode. On the Extend Auction page. You can also review and extend your auction's scheduled close date and time. Under Your Negotiations at a Glance on the Negotiations Home page. but you cannot change any other AutoExtend settings. you can still enable AutoExtend (if not enabled initially) or modify your initial AutoExtend settings after the auction opens for bidding if you selected "Allow manual extend when negotiation is open" while setting the bid controls. select the Extend Auction option from the Actions menu and click Go. 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. you can change the number of times that the auction can AutoExtend. or upon receipt of a new winning bid). click the number for the negotiation whose AutoExtend values you wish to change. you can still enable AutoExtend (if not enabled initially) or modify your initial AutoExtend settings after the auction opens for bidding if you selected "Allow manual extend when negotiation is open" while setting the bid controls. 4.12 How do I change my auction's AutoExtend settings while the auction is in progress? You can initially set your auction's AutoExtend settings while defining bid controls. 2. On the negotiation summary page.Oracle Sourcing Help How do I change my auction's AutoExtend settings while the auction is in progress? You can initially set your auction's AutoExtend settings while defining bid controls. You can modify the following AutoExtend options: o o o o Lines you want to AutoExtend (AutoExtend all lines. You cannot enable or modify AutoExtend settings for an auction that is in a preview period or has closed for bidding. To change your auction's AutoExtend settings: 1. However.

4. You can also review and extend your auction's scheduled close date and time. To change a supplier's shortlist status: 1. select Award by Quote/Award by Bid from the Actions menu. click the number for the negotiation whose AutoExtend values you wish to change. Their response information is displayed only for comparison and analysis. or upon receipt of a new winning bid) 4. Once you have made your changed. review your current AutoExtend settings (if any). Responses from these suppliers are no longer considered as viable for award decisions. select the Extend Auction option from the Actions menu and click Go. The first group consists of suppliers whose responses fall within an acceptable range and can be considered candidates for awards. If you choose to shortlist any suppliers. For example. click Apply. and click Go. On the Award by Quote/Award by Bid page. On the negotiation summary 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. search for and select the negotiation. Note: Once the negotiation is closed. All suppliers who participated in your negotiation are initially included in the shortlist. you will see all the responses from the last round. 3. Page 116/209 . Close the negotiation if it is not already closed. 2. select the suppliers and click Change Shortlist Status. You can modify the following AutoExtend options: o o o o Lines you want to AutoExtend (AutoExtend all lines. you may wish to eliminate certain suppliers whose offers were not acceptable. after the analysis of a first round of responding in a multi-round negotiation. On the Negotiations Home 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. you will not be able to award them any business. You do this by removing these suppliers from the short list. 2.3. and you are making your award decisions. 3.Oracle Sourcing Help To change your auction's AutoExtend settings: 1. On the negotiation summary page. The second group includes suppliers whose responses are unacceptable and whose further responses will be ignored for awards. 2.You must remove the supplier from the list by changing its status. Under Your Negotiations at a Glance on the Negotiations Home page. On the Extend Auction page.

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

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

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

Click Apply. 3. select the Cancel RFQ/Cancel Auction option from the Actions menu and click Go. if no preview date/time was specified) and before the close date/time. enter a note to your suppliers.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. Click Apply.17 How do I create an amendment to a negotiation? After publishing a negotiation. 4. select the Close Early option from the Actions menu and click Go. 4. click the negotiation number for the negotiation you wish to close. enter the new date and time you want to close the negotiation or choose to close it immediately. This note is included in the notification that will be sent.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. click the negotiation number for the negotiation you wish to cancel. 5. the responses to your negotiation do not meet your needs.3. On the negotiation summary page. 3.16 How do I cancel a negotiation? Sometimes. Note that you cannot manually close an auction after its first AutoExtension has been triggered. On the Cancel page. 2. or the terms of the responses are not acceptable. there may have been too few responses. In any of these cases. you may wish to simply cancel the negotiation. you can enter a text note to participants explaining why you are canceling the negotiation.3.Oracle Sourcing Help 2. For example. Under the Your Negotiations at a Glance section of the Negotiations Home page. Also the line requirements have changed. If you do not see the negotiation. or the items are no longer needed. To close your negotiation early: 1. On the Close Early page. 2. If desired. The system notifies all the invitees and participants of the cancellation. This update is called an amendment. 2. Page 120/209 . 1. click Full List. On the negotiation summary page. 2. Amendments can be created anytime after the preview date/time (or open date/time. Under the Your Negotiations at a Glance section of the Negotiations Home page. the buyer can update information defined in the document if necessary.

The printed version also does not include any price elements Page 121/209 . Change the negotiation rules on the Create Amendment: Controls page if necessary. mail or email. On the negotiations summary page. enter any line changes. Approvers will receive notification that they need to approve the amendment. You can review the new changes compared to the current active negotiation by clicking Review. the Submit button changes to Publish.3. Notice that the negotiation number has now been given a suffix. and there are clauses and deliverables defined to this negotiation. If you have approvers identified on the Collaboration Team on the Create Header page. Draft amendments are available on the Negotiations Home page if you click Drafts in the Manage Quick Links section. Buyers need the capability to download and print a negotiation for offline review. On the Create Amendment: Lines page. 5.1. You can save the amendment as a draft at anytime during the creation process if you click Save Draft. Government organizations in particular present solicitation packages according to a unified format. Once you click Publish. 2. The printed version of the negotiation is appropriate for public display since it excludes all internal data such as internal attributes. Responders should be able to complete negotiation documents and return the results by FAX. or names of invited suppliers. 7. select Create Amendment from the Actions menu. To invite new suppliers.. you must enter a new Description for the amendment and make any other header level attribute changes you need. you can submit the amendment for approval by clicking Submit for Approval on the review page. 3. 12345. You go to the Create Header page. 4. Once approved (or if approval is not required). If Oracle Procurement Contracts is implemented. no new responses can be received on the previous negotiation. All suppliers will be required to acknowledge the amendment and resubmit their responses to be eligible for award. 8. This suffix is incremented every time you create a new amendment for this document. use the active negotiation's negotiation summary page. On the Create Amendment Header page. 2. for example. current prices.18 How do I print information on my negotiation? Much business communication today is carried and managed offline.Oracle Sourcing Help To create an amendment to a sourcing document: 1. additions. or updates to line information if necessary. deletions. these can be changed on the Create Amendment: Contract Terms page. 6. You cannot add or delete suppliers on the Create Amendment Suppliers page during an amendment.

Oracle Sourcing Help defined to the negotiation. 2. When the prompt box appears. select Print Document from the Actions menu. On the Negotiations Home page. Click the Contract Terms link in the navigation bar. your award decision must be approved before you can begin to create a purchasing document. open and inspect the print directly. On the Negotiations Homepage. Click Preview Contract Terms. Once you have submitted your negotiation's award decision. search for the negotiation you wish to print by clicking the Negotiation Number link. On the negotiation summary page. but there will only be data displayed after the recommendation has been submittted. When the prompt box appears. 4. or save it to a location on your machine and review the document there To print contract terms only: 1.3. select Print Document from the Actions menu 3. If you cannot see all your negotiations. open and inspect the print directly. Page 122/209 . 2. To print a negotiation (for buyers): 1. When the prompt box appears. On the negotiation summary page. search for the negotiation for which you wish to print the contract terms by clicking the negotiation number link. 3. 2. If Oracle Procurement Contracts is implemented and the sourcing document has contract terms attached to it. On the Negotiations Homepage. To print a negotiation (for suppliers): 1. These negotiations are listed under the Your Negotiations at a Glance section. open and inspect the print directly or save it to a location and review the document locally.19 How do I view the approval history for my negotiation? If you selected the "Require award approval" negotiation control. Access the negotiation by clicking its negotiation link. 3. or save it to a location on your machine and review the document there. 2. you can view the approval status of your negotiation. search for the negotiation you wish to print. click Full List. You can view the approval history at any point. the clauses and deliverables are printed as well.

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

2. you can make your award decisions. 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).4 Awarding Negotiations 2. An RFQ/auction can only be unlocked and unsealed after it is closed. other users from your company who have the appropriate function security can also unlock and unseal your RFQ/auction. Additionally. In addition. On the negotiation summary page.4. respondents in the RFQ or auction cannot see other quotes/bids until the buyer also unseals the RFQ/auction (although the identity of other suppliers is revealed to the suppliers in an auction). 2. You can award an individual line to a single supplier. To unlock and unseal an RFQ/auction: 1.4. 3.2 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. Select Unseal from the Actions menu and click Go. You can divide an individual line among multiple suppliers.1 How do I view the responses I have received? 1. click the negotiation number link of the negotiation you wish to see. In addition. Note: You will always be able to unlock and unseal an RFQ/auction you have created. Close the negotiation if it is still open. The Quote/Bid History page displays the responses the negotiation has received. click "Return to Negotiation Summary. 2. Page 124/209 . 2. The resulting page shows details about the response.4. To see details about a particular response. On the negotiations summary page. There is an entry for each supplier who has placed a quote/bid in the negotiation. You can accept and use the decisions generated by the AutoAward feature. click the number link in the Quote/Bid column. 3. an RFQ/auction cannot be awarded until it is unlocked. On the Confirmation page.Oracle Sourcing Help 2. From the Your Negotiations at a Glance section of the Negotiations Home page. select View Quote/Bid History from the Actions menu and click Go.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.

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

Oracle Sourcing Help Page 126/209 .

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

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

You can also update the spreadsheet with your award decisions and then upload it to identify winning responses. During this process. To enter straight scores. To download responses: 1. 6. On the Negotiation Summary page. 2. You can use an Excel spreadsheet file or a text spreadsheet file. 3. Open the file and complete it according to the directions in the Instruction file. From the Your Negotiations at a Glance section. you can manually score the responses you receive for a negotiation. How is a response's score calculated? There are two ways to define header attributes depending on how you wish scores for the response to be calculated. 2.6 How do I manually score header attributes? Using header attributes. With this method. 5. upload your awards into the system. Save the file to a convenient location. These attribute scores are then added up and the total is the total score for that response. click the negotiation number for the negotiation to access the Negotiation Summary page. select the type of spreadsheet you wish to down load. Once a response is received. After you have completed your award decisions. you first define the header attributes including weights and maximum scores during the creation of the 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. Save the file. On the Export Quotes/Bids to Spreadsheet page. You can enter straight scores for an attribute. Using subjective scoring.4. 4. If you have never used spreadsheet files before. You can download bids whether the negotiation is open or closed. you enter a number (up to the defined maximum) for each attribute score. you can also specify whether the supplier can see the scoring criteria. weighting is implied in the maximum score for each attribute. select Export Quotes/Bids from the Action menu. The system will calculate a weighted score based on the score value you entered for each attribute.Oracle Sourcing Help of responses and want to compare them offline. you can enter a subjective score for the header attributes. Page 129/209 . you should also download the Instructions file.

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

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

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

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

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

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

5. Click Review and Submit to publish the draft. 5. you can send invitation notifications to particular suppliers inviting them to participate in the negotiation. Scroll through the Results: Negotiations display until you find the correct negotiation. On the Manage Draft Negotiations page. Click the Manage quick link under Drafts on the Negotiations Home page. Click the Number link to go to the negotiation summary page where you can see information on the negotiation. You can search the Supplier Master to identify suppliers who meet certain criteria. o o On the Search and Select: Suppliers page Page 139/209 . and click Go. Scroll through the Results display until you see the target draft.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. select a search type from the menu. as well as information provided by the supplier company itself. You will also search for suppliers to add them to reusable invitation lists and/or negotiation templates. o You can search the Approved Supplier List to identify suppliers who sell a particular item or commodity. you can use % as a wildcard. negotiation title. 2. Select the draft and continue processing. minority-owned or small business. You can search on negotiation number.1. and proximity to open date (specified as the number of days outstanding). You can identify the suppliers you wish to notify by searching information in the Approved Supplier List. the Supplier Master.5.1. You can search both the Approved Supplier List and the Supplier Master at the same time. Enter your search values. approved or new). To search for and manage a draft negotiation: 1. You can also search the Approved Supplier list for suppliers of a particular status (for example. 2. for example. Click "Responses" to go to the negotiation History page where you can see information on current responses.Oracle Sourcing Help When entering values. 4.4 Searching for suppliers: When creating a negotiation. click Go. When you are finished. 2. You can use % as a wild card value 3. negotiation creator. Click Edit to update the draft. 2. If the draft is locked.

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

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

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

2 What are the Sourcing Intelligence reports I can generate? You can generate any of the following Sourcing 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. Amounts do not include lines where award quantity and award amount are unspecified. 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. See "How do I export report data to a spreadsheet?" 4. savings is zero. Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity. see "How do I run the reports?" Notes: Note the following when generating and evaluating report information o o o Any report displaying calculated amounts does not include any RFI amounts. as well as the total amount awarded to this supplier. Identify potential savings opportunities. Sourcing Buyer Intelligence Reports 4.2.type (bid or quote). View summary reports that allow additional details.1. You can use Sourcing Intelligence to: Track trends of purchases over time.Oracle Sourcing Help 4.1. the report shows the total amount generated by each sourcing transaction. If Current Price is not available. To run the Awards by Supplier report. You can view the reports online. Sourcing Intelligence promotes the increased efficiency by enabling visibility and analysis of system transactions.1. For each supplier.1 4.1 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).1 Introduction to Sourcing Intelligence What is Sourcing Intelligence? Sourcing Intelligence provides all the analytic and transactional reporting for your Sourcing application. Identify negotiation opportunities. Page 143/209 . You can sort the report by clicking on the any of the underlined column headings.

To run the Savings by Category report.3. Any report displaying calculated amounts does not include any RFI amounts.1) report for the items listed. Note the following when generating and evaluating report information: When entering a category search parameter. To run the Awarded Bids Detail report. 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.1. you can generate a Savings by Item (Section 7.1.1.3 Awarded Bids Detail report What is the Awarded Bids Detail report? The Awarded Bids Detail report displays detailed information about auctions for which business has been awarded. Section 4.2 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. the report reflects only the system-hosted catalog item categories.1 "How do I run the reports?" Notes: Note the following when generating and evaluating report information: o o o o When entering a category search parameter.2. or All Outcomes. If Current Price is not available. with the category with the highest productive award appearing first.2. see. select Standard Purchase Order.Oracle Sourcing Help 4. the report reflects only the system-hosted catalog item categories. Any report displaying calculated amounts do not include any RFI amounts. savings is zero. Page 144/209 . Amounts do not include lines where award quantity and award amount are unspedified. 4. Blanket Purchase Agreement. The report is sorted by category.2. You can view the supporting awarded bid by clicking the Auction number or Bid number. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity.1. Once you have generated a Savings by Category report.

Perspective for Java licensed from Three D Graphics. 3. Inc . click Save File. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. Generate the intelligence report of your choice. You are prompted to save the file. If Current Price is not available.Oracle Sourcing Help Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity.. Amounts do not include lines where award quantity and award amount are unspecified. If Current Price is not available. 4. you may want to export the data to a spreadsheet application where you can analyze and format the numbers at your discretion. Copyright 2000 Three D Graphics. 4.4 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. select Standard Purchase Order. Note the following when generating and evaluating report information: o o o o When entering a category search parameter. Inc. There are two main steps in this process: To export report data to a spreadsheet: 1.1.. click Export to Spreadsheet at the bottom of the report page. Any report displaying calculated amounts do not include any RFI amounts. savings is zero. (If you see an Unknown File Type window. You can view individual quote details by clicking the quote number. but at times.1.2. After you have generated your report.3 How do I export data to a spreadsheet? You can conveniently view report data online. Blanket Purchase Agreement. To run the Awarded Quotes report. See "What are the Sourcing Intelligence reports I can generate?" 2. see "How do I run the reports?" Note: For the Auction Outcome report parameter.) Save the file to the drive/location of your Page 145/209 . the report reflects only the system-hosted catalog item categories. savings is zero. or All Outcomes.

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

only transactions for that selected currency are displayed.) 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. Currency Select the currency of interest. For each supplier.1 What is the Awards by Supplier report? The Awards by Supplier report displays a summary of all awards made by the buyer to supplier(s).2. See "How do I export report data to a spreadsheet?" 4.2 Intelligence Reports 4. (Not all reports have all of the following search criteria. Once the report displays. including the selected currency and the currency code. 5. as well as the total amount awarded to this supplier. if you want to view all transactions completed in all currencies.Oracle Sourcing Help To view transactions in all currencies: When you view transactions for a selected currency in a report. Enter any search criteria into the appropriate fields. the report shows the total amount generated by each sourcing transaction type (bid or quote). 4. you can export the report data to a spreadsheet. o o Category (if available) Select the category of interest using the search icon next to the field. click the Reports tab. the report defaults to your functional currency. see "How do I run the reports?" Page 147/209 . click Show Chart (if available) for a graphical representation of the report. On the Negotiations Home page. Suppliers (if available) Select the suppliers of interest using the search icon next to the field.3. o 4. if desired. transactions for all currencies. It also gives a breakdown by negotiation type of the total amount of money transacted.1 How do I run reports? 1. are displayed. To run the Awards by Supplier report. If left blank. and click Go. 2.1. In the spreadsheet. The Sourcing Reports page displays information on the reports in the system. You can sort the report by clicking on the any of the underlined column headings. However. Click the link for the report you want to run. 3.

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

You can view individual quote details by clicking the quote number. Amounts do not include lines where award quantity and award amount are unspecified. the report reflects only the system-hosted catalog item categories. If Current Price is not available. 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. select Standard Purchase Order.Oracle Sourcing Help Amounts do not include lines where award quantity and award amount are unspecified. or All Outcomes. If Current Price is not available. 4.4 What is the Awarded Quotes report? The Awarded Quotes report displays information about the selected RFQs that have been awarded in the system. see "How do I run the reports?" Note: For the Auction Outcome report parameter.2. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. Blanket Purchase Agreement. Page 149/209 . To run the Awarded Quotes report. savings is zero. savings is zero.

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

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

shipping and billing information. (See section 5. Submit your response (bid. 2. Click the negotiation number to access the Negotiation Summary page.1. The Notes and Attachments section displays any text messages from the buyer and any attached files. Attachments can be viewed by clicking the paperclip icon.Oracle Sourcing Help Creating and managing sourcing events Updating profile information Viewing award decisions Updating profile information 5. (See Section 5. detailed item information. or quote). pricing. 2. 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.4 How do I view the details of a negotiation before placing a response? 1. To respond to a negotiation you must: 1. the response controls. 5.1 “How do I monitor negotiations to which I've responded”).1. click the negotiation number to access the Negotiation Summary page for the negotiation in which you are interested.4. 3. This includes such information as the time the negotiation. use the Search Negotiations fields to access the Active Negotiations page. The Negotiation Summary page displays all the current information for this negotiation.1 “How do I access negotiations”). Find a negotiation in which to participate (See Section 2.2. Alternatively. Under Open Invitations. or price breaks associated with it. price elements. Page 152/209 . you can view information on the item attributes by clicking the "View" link under the Details column.1.6 “How do I submit a response online”). Monitor the action in the negotiation in which you are participating.3 How do I respond to a negotiation? Suppliers can respond to public negotiations and private negotiations to which they have been invited. If the item has attributes.

From the Results: Active Negotiations. most negotiation lines in an RFI have attributes defined. and the buyer can initiate a regular price/cost negotiation with the targeted suppliers. The purpose of RFQs and buyer's auctions is to negotiate line price and costs prior to generating a purchasing document. Once the appropriate group of suppliers has been identified. the RFI can be converted to an RFQ or buyer's auction. you are required to provide values for these fields. Otherwise. 5. Buyers use responses to an RFI to qualify suppliers early in the procurement process. 2. you can review any current responses by clicking the number link under the Responses/Quotes/Bids column. 4. enter response values as you normally would when bidding or quoting online. Since the purpose of an RFI is to obtain product and service related information for a negotiation line. On the Terms and Conditions page.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. To respond to an RFI: 1. On the Create Response page. RFIs to which you've been invited will appear under Open Invitations. The purpose of an RFI is to gather information on goods and services a supplier company provides. You can find open RFIs by entering search values in the Search Open Negotiations fields and clicking Go. From the Negotiations Home page. If the negotiation is closed. Line attributes appear under the Lines section of the Page 153/209 . search for any open RFIs or RFIs to which you've been specifically invited.Oracle Sourcing Help If the negotiation is open. you can only see the response history if you are the buyer. 3.1. If the negotiation is sealed. select the RFI to which you wish to respond and click Respond. If the buyer chose to include the Price and Quantity fields. no one can see the responses until the negotiation is over and unsealed. either accept or reject the negotiations conditions. 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. These line attributes identify the questions the buyer has about a particular line. the Price and Quantity fields are display only and you cannot enter anything in them. 5. RFIs may or may not be concerned with line price or costs.

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

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

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

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

If this line was AutoCreated from Purchasing and there was both an attachment at the requisition header level as well as attachments at the line level. On the Line: page.7 How do I view the attachments associated with the negotiation to which I am responding? In addition to the typical negotiation information. 3. you see any notes and attachments assigned by the buyer to the line. When you respond to a negotiation that includes item attributes and/or price elements. you can view these specific item details (if allowed by the buyer) and enter additional values to target your response. 5. By default. there will be two attachments for each line.8 How do I use item attributes and price elements when responding to a negotiation? When creating a new negotiation. The first attachment is the requisition header attachment. search for an open negotiation by selecting a search criteria. Alternately. Price elements identify additional costs associated with an item which need to be negotiated in addition to the item price. Click the negotiation number link to display the negotiation summary page. 4.1. Page 158/209 . From the Negotiations Home page.Oracle Sourcing Help 5. click the negotiation number link under Your Company's Open Invitiations to view negotiations to which you have been invited. the page displays the negotiation header information. click that line's number link. The second attachment is the line attachment. on occasion the buyer may need to communicate or request additional information such as specialized requirements. To see the detail information for each line. Click the Lines subtab to see details of the negotiation lines. 5. To view the notes and attachments: 1. providing a search value and clicking Go. click Return to Negotiations to return to the negotiation summary page. 2. Once you have viewed all your attachments. a buyer can add item attributes and/or price elements to any item(s) in the negotiation. Notes and attachments can be assigned to the negotiation header or the negotiation lines. The buyer can use the note text box for short communications or use attachments for larger amounts of information.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. From this page you can continue placing a response.

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

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

To continue placing a new bid. click Cancel Proxy at the bottom of the page. continue entering your new bid information (including new proxy specifications if desired). The bidder specifies the amount of the price decrement (expressed as a percentage or a flat price reduction) and the minimum price to offer. it can be allowed to run to conclusion. Cancelling proxy bidding In most cases. Usually. For example. click Create Bid. On the Rebid page. 3. The Cancel Proxy Bidding page shows all line items for which you have proxy bidding enabled. Click Create Bid to create a new bid. Once you have placed a bid using proxy bidding. The Cancel Proxy Bidding page redisplays without the line item(s) for which you just disabled proxy bidding (you can choose to retain proxy bidding on some line items but not others) 4.11 How do I turn off proxy bidding? Proxy bidding allows a bidder to have the system automatically rebid whenever a competing bid is received. once proxy bidding has been initiated. 1. Page 161/209 . the bidder may wish to halt the proxy bidding to update bid information. and click Cancel All Proxies. there may be certain instances in which the bidder needs to end proxy bidding early. Once enabled. you can monitor its progress by locating the negotiation number under Your Active and Draft Responses section of the Negotiations Home page. the system will continue to rebid at lower prices until the bidder's minimum bid price is reached. Power bidding cannot be used if any of the auction items contain price elements. all of your bids (losing and winning) in an auction are improved by the percentage you enter in the Power Bid field. Or in a multiattribute weighted negotiation. 5. the bidder may wish to update the non-price related information to improve the price to total score ratio. click the Response number link. When you use power bid. this happens when the bidder needs to update bid information. Select the items for which you wish to disable proxy bidding. In both these cases. However. When the Rebid page appears. the promise date offered by the bidder may need to be updated due to unforeseen situations at the time the proxy was begun.Oracle Sourcing Help 5. 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. proxy bidding in suspended. At this point. To cancel proxy bidding. 2.1.1.

Bulk loading is also useful if you respond to similar negotiations that occur repeatedly.13 How do I download a spreadsheet and respond offline? Importing your responses using a spreadsheet is helpful if there are many lines in a large negotiation. Open the spreadsheet file and complete according to the instructions in the Read Me file included in the zip. for example. 2. 4. then click History to review responses. 7. To download a spreadsheet and prepare your bid or quote offline: 1. you may want to look at responses that have already been submitted (not viewable in blind or sealed auctions or in RFQs). enter the power bid percentage by which you want to decrease each of your bids in the auction. Enter numbers. Save the spreadsheet file to a convenient location. From the negotiation summary page. Access the open negotiation to which you wish to respond. 3.25. Your bid prices so not take effect until you click Submit Bid. 4. On the Quote/Bid by Spreadsheet page. 3. Access the auction on which you want to rebid. You can create the spreadsheet once and then make only the modifications necessary for a particular negotiation. Page 162/209 .1.Oracle Sourcing Help To use power bid: 1. select the type of file(s) you wish to download. 5. Save the file. Navigate back to the Quote/Bid by Spreadsheet page. After you have located a negotiation on which to bid. Click Recalculate to preview your power bid prices. You can then enter a new power bid percentage and click Go to revise your power bid. The recalculated price appears in the Price field. 5. 5. If you want to return to your original bid prices. click Submit Bid and review the details of your bid. click the negotiation number and review the negotiation's details and lines. Because you are only previewing your power bids. even if your new bid price exceeds the current best bid for any auction item. select Create Quote/Bid from the Action menu and click Go. 6. On the Create Bid page. As you prepare to respond. click Clear Changes. You can download an Excel spreadsheet or a text spreadsheet. When you are satisfied with your power bid prices. your bid status does not change yet. 2.

you will need to respond to that item again. 9. On the negotiation Details page. On the Rebid/Requote page. click Create Quote/Bid.14 How do I rebid on an RFQ or auction? 1. 2. notifications are sent to the original and any newly added participants. or the invitation lists. Click Submit. Access the negotiation on which you wish to rebid. you can easily identify the updated information by clicking View New Round Summary. click Submit.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. check your response information. 4. you can respond with your new Quote/Bid. The Multi-Round Modifications Summary page shows you negotiation information that has been updated since the previous round. If you need to make changes. If the negotiation is an RFQ. or the buyer may decide to change negotiation criteria such as terms and conditions. If the item is unchanged from the previous round. If the buyer has updated an item for the new round. Once you have displayed the new negotiation.1. Click Import. There are several reasons why this might happen. you can continue placing your re Page 163/209 . After you have located the negotiation in which you wish to participate. 5.1. Browse to the location where you saved your spreadsheet file.Oracle Sourcing Help 7. You respond to a second-round negotiation the same way as to the initial negotiation. After you have analyzed the updated negotiation information. use your Back button. Once the buyer has published the updated RFQ/Auction. 8. The system will validate the response information you entered in your spreadsheet. Quote/Bid controls. enter your new bid information and click Continue. On the Review Quote/Bid page. The Bid Confirmation/Quote Confirmation page displays your bid number. Click the response link to access the Details page. Verify the details of your quote or bid. your prior response is carried over to the new round. 5. the initial round might have been simply for information gathering purposes. If correct. 3.

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

4. and then click the checkbox acknowledging you have reviewed the amendment. Review the information. 1. or click the Review Changes icon to see what information changed between a version and its prior version. you respond to the deliverable and update its status. If there is an exclamation point icon in the Alert column. The negotiation summary page shows the original version of the negotiation. The amended versions are suffixed with an incrementing counter. If Oracle Procurement Contracts is implemented by the buying organization. If there are deliverables. You can toggle between the current version and its prior version using the buttons. Once you have completed the tasks outlined in the deliverable. The currently active version has the highest number and is the first entry in the table. You are presented any additional amendments. Page 165/209 . The Review Changes page identifies the information that has changed. 8.1. The Amendment History page has entries for the original negotiation and any subsequently amended versions. On the Acknowledge Amendment page. 7. you must acknowledge that you have viewed the amendment and placed a new response. you are presented the first amendment. 3. they will be listed in the Deliverables section. and you must respond to these deliverables before their dates expire. Click the negotiation number link to view the original negotiation and its updates. there may be deliverables to which you must respond. you can place a new response on the negotiation. 2. You use the Create Response page to enter your response to the buyer's negotiation. If there is an X icon in the Alert column. the due date for completion of that deliverable has passed and that deliverable is late. To be considered for an award decision. Click "View Amendment History" to see the changes made to the original negotiation. 5. the responsible party failed to perform the deliverable. This includes responses to any contract terms the buyer has defined.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.Oracle Sourcing Help 2. Contract terms are displayed in the Contract Terms section of the page. 9. Click Acknowledge. which you must review and acknowledge. Each deliverable has a due date. Click Acknowledge Amendment. Once you have acknowledged all the amendments. 6. Click the Update icon. Click the suffixed number links to see the different versions of the sourcing document. Deliverables are part of the contract terms the buyer may have defined and are typically additional pieces of documentation that must be provided by the supplier. 5.

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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Negotiation Number The number assigned the negotiation by the system.2. Your Response Number The number you assigned your response. Response Price The price at which you offered to sell the item. Response Quantity The number of item units you offered to sell the buyer. or Buyer's Auction Item Description Description of the negotiation item.Oracle Sourcing Help 5. Once a negotiation has been published.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. if any. Reason Any message provided by the buyer explaining why the item was not awarded. participants can communicate with each other by entering into an ongoing conversation called an online discussion.7 How do buyers and suppliers communicate while a negotiation is in progress? There may be times when buyers and suppliers need to contact each other directly for additional information or clarification. The Rejected Items page allows you to drill down into detailed information about the negotiation and your response to it.| Type The type of negotiation: RFQ. The Rejected Items page shows: Response Number The number assigned to your response by the system. 5.2. Page 170/209 .

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

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

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

On the Negotiations Homepage. You are informed that the negotiation has amendments and are prompted to acknowledge them. Page 174/209 . Click the Contract Terms link in the navigation bar. 2. you must review and acknowledge each one. 1. Such updates are called amendments. Once you have acknowledged all the amendments.Oracle Sourcing Help To print a negotiation (for suppliers): 1. 2. open and inspect the print directly. Select the negotiation and click Respond. 2. 3. Once a document has been amended. Click Yes. the buyer may need to update some of the information defined in the sourcing document. search for the negotiation you wish to print by clicking the Negotiation Number link. click the checkbox and then click Acknowledge. 5. On the Negotiations Home page. open and inspect the print directly or save it to a location and review the document locally. When the prompt box appears. you can continue to respond to the negotiation normally. To be eligible for an award decision. When the prompt box appears. On the negotiation summary page. you must have reviewed all the amendments and placed a response to the latest one. review the document information. Click Preview Contract Terms. 4. you will only be able to respond to the amended version. search for the negotiation for which you wish to print the contract terms by clicking the negotiation number link. or save it to a location on your machine and review the document there To print contract terms only: 1.2. 6. Search for the negotiation. If there are multiple amendments. To respond to a negotiation that was amended before your first response: If the amendment was made prior to your first access. On the Acknowledge Amendment page. you must review and acknowledge the amendments and place a new response. 5.10 How do I respond to an amendment to a sourcing document? After publishing a negotiation. 4. 3. 3. select Print Document from the Actions menu.

You can toggle between the current version and its prior version using the buttons. 3. The Amendment History page has entries for the original negotiation and any subsequently amended versions. You are presented any additional amendments.Oracle Sourcing Help To respond to a negotiation that was amended after your first response: 1.11 How do I respond to a deliverable defined to a negotiation? Deliverables are additional requirements a buyer may request of a supplier over the course of a negotiation. 9. Once you have acknowledged all the amendments. which you must review and acknowledge. The Review Changes page identifies the information that has changed. and then click the checkbox acknowledging you have reviewed the amendment. Page 175/209 . On the Acknowledge Amendment page. Contract terms are displayed in the Contract Terms section of the page. Click the suffixed number links to see the different versions of the sourcing document. or click the Review Changes icon to see what information changed between a version and its prior version. The amended versions are suffixed with an incrementing counter. The negotiation summary page shows the original version of the negotiation. you can place a new response on the negotiation. If Oracle Procurement Contracts is implemented by the buying organization. The currently active version has the highest number and is the first entry in the table. Click the negotiation number link to view the original negotiation and its updates. Deliverables are part of the contract terms the buyer may have defined and are typically additional pieces of documentation that must be provided by the supplier. This includes responses to any contract terms the buyer has defined. 5. You use the Create Response page to enter your response to the buyer's negotiation. you must acknowledge that you have viewed the amendment and placed a new response 7.2. 6. there may be deliverables to which you must respond. 5. Click "View Amendment History" to see the changes made to the original negotiation. 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. If you placed a response before the amendment was made. you are presented the first amendment. 8. To be considered for an award decision. 4. Click Acknowledge Amendment. Review the information. Click Acknowledge.

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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1. the steps you performed that led to the problem. 6.6 What if I have problems uploading files? Check the online Help about errors or failures. the connection. button. or task bar options? All system features are controlled by function security and your userid. and (for bulk load jobs only) the job number. Total Agreement Amount Page 180/209 . particularly for large files. Your Sourcing responsibility assignments determine which features you can use. 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. may time out before the system receives the file. buttons. link. If you are using a slow dial-up connection. If you still cannot determine the cause of an error or failure. try placing the file in a WinZip file to reduce the file size or using a faster connection to the system. or if you cannot view or access a specific page. task bar option. you should contact your system administrator to request additional function assignments.Oracle Sourcing Help 6. Note: Depending on how the system is set up. some browsers will not upload files or browse directories whose names contain language-specific marks such as accents or umlauts. or other feature. If you receive a Task Access Restriction message.4 Why can't I access some pages. Then contact your system administrator. Users who are associated with this responsibility can access and perform specific features. If the feature in which you are uploading allows. 6.1. 6.2 Glossary A Agreement Terms (Blanket Purchase Agreement only) Agreement terms are optional. or if your upload does not complete. or multibyte languages (such as Chinese). Your system administrator controls function security by creating a Responsibility consisting of different functions.5 Whom should I contact about technical difficulties? If you experience technical difficulties with this system you should contact your system administrator. links.1. note the error text if any. and apply only when you have selected "blanket purchase agreement" as the auction outcome.

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

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

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

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

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

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

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

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

the system will continue to automatically rebid (by the proxy bid increment/decrement amount you specify) until your proxy minimum bid price is met. 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. Fixed Amount The value is divided by the quantity of units Quote/Bidd and added to the item price. The proxy bid decrement amount applies to all items on which you submit proxy bids in a single auction. Whenever your bid price is higher than a competing bid price. the precision for amounts is automatically governed by the standards defined by the ISO (International Organization for Standardization). Page 189/209 . Price to Total Score Ratio In an RFQ or auction using Multi-Attribute Weighted Scoring. For more information see. % of Item Price The value is divided by 100. then multiplied by the item price. Proxy Bid Minimum Bid The lowest price you are willing to proxy bid for any auction item. See "What is proxy bidding?" Proxy Bid Decrement The exact amount by which you want each of your proxy rebids to decrease . While you can set the precision for unit-prices entered in a nonRFx/Auction currency when you define your currency list.Oracle Sourcing Help entered in a currency other than the RFx/Auction currency no does it apply to currency amounts such as Bid Total or the bid value of Fixed-Amount price elements. The price to total score ratio is then used to rank competing quotes/bids. the price to total score ratio is determined by dividing the Quote/Bid price for an item by the total score for that item. Can I rank bids on attributes other than price? Pricing Basis The method used when using a price element to calculate the Quote/Bid price: Per-Unit The value is added to the item price. Proxy Bid By activating proxy bid in an auction. The ISO standards are used automatically by Sourcing. and the result added to the item price.

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

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

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

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

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

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

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). Amounts do not include lines where award quantity and award amount are unspedified. Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity. see Section 4. You can sort the report by clicking on the any of the underlined column headings To run the Awards by Supplier report. Page 196/209 . Copyright 2000 Three D Graphics.1. Inc.3.1. 7.1 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. For each supplier. Appendix 7. savings is zero. If Current Price is not available. Inc. as well as the total amount awarded to this supplier.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.type (bid or quote).Oracle Sourcing Help 7. the report shows the total amount generated by each sourcing transaction.

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

Attribute lists are named groups of line attributes (line characteristics) that applies to a line in a negotiation. 3. On the Reusable Attribute Lists page. To run the Awarded Quotes report. Note the following when generating and evaluating report information: o o o o When entering a category search parameter. If Current Price is not available. 7. Any report displaying calculated amounts do not include any RFI amounts.2 Reusable Attribute Lists 7. To create an attribute list: 1. click either Create Header Attribute List or Create Line Attribute List . 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 unspedified. On the Create Header Atttribute List/Create Line Attribute List page.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. savings is zero. Click "Attribute" under the Reusable Lists area of Quick Links on the Negotiations Home page . enter a name and description of your list and select a status.Oracle Sourcing Help 7.2. 2.4 What is the Awarded Quotes report? The Awarded Quotes report displays information about the selected RFQs that have been awarded in the system. the attributes on the list will apply to all lines added to a negotiation created with that template (though the buyer who is using the template can edit and remove attributes as appropriate). select Standard Purchase Order. Active lists are available for use by buyers during negotiation creation. Page 198/209 . You can view individual quote details by clicking the quote number. Buyer cannot create inactive lists . or All Outcomes. If you include an attribute list in a negotiation template. Blanket Purchase Agreement. 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.

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

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

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

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

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

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

3. the text of a standard clause in the business document can be changed.2 “About the Contract Terms Library”). or you can leave the clauses in draft form. You can create templates that include both clauses and deliverables.Oracle Sourcing Help 7. Add the clauses to a contract template. These templates can then be used to default clauses and deliverables on a contract.9. After you apply the contract template to a business document. You can either approve clauses before adding them to the contract template. Prior to approval.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. A non-standard clause is a clause that you create to add in directly into the business document. at which point the clause becomes a non-standard clause. Standard Clauses A standard clause is a clause defined in the Library (See Appendix 7. or a standard clause that you edit and make non-standard. you must perform the following steps: 1. not in contract templates. 7.1 About Clauses A standard clause is the legal or business language used to author a contract. Non-Standard Clauses Non-standard clauses exist only in business documents. Unless protected. In order to make standard clauses available to be used in business documents. Approve the contract template. You can create and modify standard clauses in the Library. Page 205/209 . 2.9. all the clauses in the contract template automatically become standard clauses in the business document. Clauses are drafted based on both business and statutory requirements. Apply the contract template to a business document. the contract template can contain both approved and draft clauses. 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.

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

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

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

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

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