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

................................. 91 2..........................11 Who can participate as team members? ...4 Additional Creation Topics .......3..4......3 How do I define services related lines?......2.......................1.1.... 117 Page 5/209 2.2..................................................... 102 2....................1......12 How do I change my auction's AutoExtend settings while the auction is in progress?.......................................1.....................................3......2 Using Oracle Services Procurement and Oracle Procurement Contracts...................1......3............................ 105 2................. 99 2..............4. 112 2...........................3 Monitoring Negotiations... 102 2.....3... 114 2...................9 What are amount based line types.......... 88 2..................7 What are price breaks............................................ 109 2.... 105 2............................... and how do I use them?....................................Oracle Sourcing Help How do I use price elements? ...........4 Can I create and save sourcing documents without submitting them? .................................. and how do I use them in my negotiation?.8 How do I view the backing information for lines AutoCreated from Oracle Purchasing?.1 How do I create a deliverable and use it in a negotiation document?...4............................3. 92 2.....................3.. 103 2..9 How do buyers and suppliers communicate while a negotiation is in progress? ..............6 ....................4.1..............5 How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line?...............................3 Are there any shortcuts available when creating a sourcing document? ............................................13 What are global agreements............. 98 2.3............................. 103 2...........4... and how do I use them?........2 How do I monitor the negotiations I have created? .... 93 2.......6 How do I download the responses I have received? ................3.....................................................1....10 How do collaboration teams work? .13 What is shortlisting and how do I use it? .....................4.............1....4..................2 What kind of services can I negotiate for?................... 107 2...............1 What are some negotiations strategies I can use? .................................................................... 104 2............................. 84 What are Reusable Price Element Lists..................... 115 2..4 What are contract terms and conditions....... 116 2... 97 2.................6 How do I copy a sourcing document?....................4...8 What are price breaks....... and how do I use them in my negotiation?............................................... 84 2.................. 98 2...........4........3.4........... 96 2........1.................... 106 2...5 How do I create a deliverable and use it in a negotiation document?.....3.....10 Can I invite additional suppliers to a negotiation I've already created? ......... 110 2......... 88 2..................2 What is a sourcing event? .........................2.............................4........................14 How do I initiate a new round of responding?..........................1.............................................................3...1............3..... 95 2.............7 How do I analyze the responses I have received?...4.................................3......7 What are contract terms and conditions................................................1......................... 100 2. 108 2.......1....3.1.1...1....................3...................12 How do security levels work? ................... 114 2.........5 2. and how do I create and use them? ..........................1..............................4 What are Your Negotiations at a Glance?..................................... and how are they used? ......3........ and how do I use them?.....................2.. 100 2........ 106 2................................................................4....................... 96 2.............................11 How do I extend a negotiation that is in progress? ................3..... 107 2..... 86 2....................3 How do I respond on behalf of suppliers without Internet access?...............................................1 How do I access negotiations? ...........

.............. 143 4........5.... RFQ.....................6 Searching for addresses:........................3 Searching for draft negotiations .... 145 4........ 123 2.......18 How do I print information on my negotiation? .....................................12 How do I generate a purchase order document? .........................................2 Searching for all negotiations to which you have access:..........7 How do I use a spreadsheet to award negotiation items?..1.....3 What are the different methods I can use when performing awards? .........................4....... 144 4.......................................................................................2............1.......3 Awarded Bids Detail report . My Profile ..........1 How do I view the responses I have received? ..2......1 How do I update my Sourcing personal options? .................................10 What information is contained on the Award Summary page? ...................4............................ 137 2.......16 How do I cancel a negotiation?....... 140 2......9 How do I disqualify responses I receive for an RFI.......... 141 2.... 136 2....... or auction? .......1 How do I run reports? .....3...................4...........................4........ 147 4.......5 Searching for lines and categories... 124 2.........15 .........................2............1.11 Can I see information on my negotiations once I have completed awarding them? ...... 144 What is the Awarded Bids Detail report? .................................1 Searching for your negotiations in which you are participating: ............4 Searching for suppliers:....... 120 2................. 147 4......5.........................................3.................4 Awarding Negotiations .........6 How do I manually score header attributes? .. 139 2.... 143 4......... 148 Page 6/209 2..........Oracle Sourcing Help How do I close a negotiation before its scheduled close date and time?................. 121 2....1 What is Sourcing Intelligence? .................1...2 How do I unlock and unseal a sealed RFQ or auction? .................... 129 2...... 139 2... 135 2.................1......................1.. 124 2......................5 Searching.................................................................................5.......5................. 142 4.........5................................................................................................. 131 2........................... 144 4...4......................... 141 3. 133 2.........................5 How do I download the responses I have received? . 124 2............................... 145 4..................................................................................... 137 2............................2.... Sourcing Buyer Intelligence Reports..1 What is the Awards by Supplier report? ..................4.1...........................19 How do I view the approval history for my negotiation? .17 How do I create an amendment to a negotiation? ... 143 4..............................4..................1 Introduction to Sourcing Intelligence..............................5....4......................................................2 What is the Savings by Category report?........ 133 2.......... 120 2... 137 2........... 138 2.....1......3........2...................... 128 2....1...................3......................................................................................................2..............................................................1....................4...................1......................3 How do I export data to a spreadsheet? ..1................ 120 2............8 How do I allocate backing requisitions among awarded items? ...............................3................................................................3......... 143 4......................................1......... 143 4..........................4.............1....................5................2 Intelligence Reports ..... 122 2......................5..................3.... 130 2............2 What are the Sourcing Intelligence reports I can generate?.............1 How do I search for information on Oracle Sourcing? ...4..2 Savings by Category report................20 How do I manage deliverables I have assigned to a negotiation?....7 Searching for lists...... 124 2............... 142 3..1..........4 How do I award business in an RFQ or auction?...................................................................................1 Awards by Supplier report ................13 What is contract binding?...... 147 4......... 145 What is the Awarded Quotes report? ....4............4 Awarded Quotes report ...................................... 138 2...............4............. 127 2.......

.....2..2.............8 How do I use item attributes and price elements when responding to a negotiation? ............................1..................11 How do I turn off proxy bidding? ............... 173 5.............. 163 5...... 167 5.................................. 179 Page 7/209 .......1......1....... 154 5..............................2.....6 What information is contained on the Rejected Items page?................................... 149 5...................................................................2.12 How do I respond to a service-related line?..................... 164 5.........................................16 Why would a negotiation have special terms and conditions? .... 162 5.......Oracle Sourcing Help 4............3 How do I respond to a negotiation? ..........................8 How do I turn off proxy bidding? .......2. 165 5................................. 161 5............................................ 177 5................................................................................................................. 172 5............................1 How do I monitor negotiations to which I've responded? ......... 170 5.......................12 What is power bid?... 153 5......................7 How do I view the attachments associated with the negotiation to which I am responding? ...9 How do I print information on my negotiation? .......................1.1............................ 152 5....1 Additional Topics .....................9 What is AutoRefresh? ...14 How do I rebid on an RFQ or auction? ................1......................2................11 How do I respond to a deliverable defined to a negotiation?.............................. 174 5............ 161 5...1.. Help for Sourcing Suppliers......................10 What is proxy bidding and how does it work?..... 166 5................................................ 150 5........... 175 5..............3 What is a WinZip (or zip) file? ....2...... 158 5...................................2... 148 4..2.2 How do I use Quick Links?......... 179 6.........................................2............................................... 176 5..19 How do I respond to a service-related line?... 164 5..1...............................15 How do I respond to a negotiation that has gone to an additional round of responding?...............2.1...........18 How do I respond to a deliverable defined to a negotiation?.. Additional Information.............................6 How do I submit a response online? ...............................2.......... 178 6..1.3.................................7 How do buyers and suppliers communicate while a negotiation is in progress? .............. 167 5...............................................17 How do I respond to an amendment to a sourcing document? ............................................ 178 6.................................1................1................................1..................................1..................2. 177 6...... 150 5............................................13 How do I download a spreadsheet and respond offline?.. 152 5............................................. 167 5..............................2 Monitoring Negotiations......3 Searching.................. 178 6............. 150 5...4 What information is contained on the Disqualified Responses page? ...............................1.....4 What is the Awarded Quotes report? .... 169 5............. 167 5..1....1.................................5 What information is contained on the Awarded Items page? ..1.. 159 5......4 How do I view the details of a negotiation before placing a response? ...........................................3 What is the Awarded Bids Detail report? ................................. 168 5............................ 158 5...... 151 5.............5 How do I respond to a Request for Information (RFI)?.............................................................2 Can international companies participate? ...........................1 How do I search for negotiations? ....................... 170 5...........................1 Responding to Negotiations.............1 How do I access negotiations? ...................2........3 How do I track the status of my responses?..1.........1 What are the benefits of registering and participating in this system? ...............1....................................................................1........................................1.........................................10 How do I respond to an amendment to a sourcing document? ......................... 163 5...... 159 5..........................................2 How do I use Quick Links?....................

............... 208 Page 8/209 ... 180 6..1............ 205 Non-Standard Clauses...................................................................3 Documentation Accessibility ........................................................................................................4 Why can't I access some pages..................1 About Clauses ..........................2 What is the Savings by Item report? ............... 197 7....................8 Can suppliers communicate with each other while a negotiation is in process? .....9................................. 199 7... links........1 What are the Sourcing Intelligence reports I can generate?............ 180 6.............1...................1.............................................3 What are score settings and how do I use them with header attributes? ...2 Accessibility of Links to External Web Sites in Documentation....5 How do I use the Graphical Monitor to view responses to items in my negotiation?................... 198 7................................... 180 6.................................................................... 207 Deliverable Variables...........................9............................... 195 6.........................................................................................................1 How do I create an attribute list? ...........................1.. 199 7............. 198 7........................4 How do I enter business terms and conditions for my RFxs and auctions? ...................... 205 Standard Clauses ......1 What are the Awards by Supplier report? ............3 About Deliverables............................4 What is the Awarded Quotes report? ........... 200 7..................................... 207 Variable Identification ......................3 What is the Awarded Bids Detail report? ......................... 206 System-Defined Variables .................2 Glossary....1 About the Contract Terms Library.......... Appendix ......... 197 7......................1....................... 196 7.........................................................................1..........................................2.1 Accessibility of Code Examples in Documentation ................................ 196 7. 206 Table Variables .... 207 User-Defined Variables.........4 Product Integration and Licensing....................6 Why are some RFQs and auctions associated with a sourcing event? ............................... or task bar options? .................. 198 7.................................................................. 195 6................................................2 Reusable Attribute Lists ........................................................9 About Contract Templates ....................................6 What if I have problems uploading files? ......................1..........3................................................................. 195 6...................... 208 7........... 205 7.......................................................................... 203 7. 196 7....... 202 7..........................................................9................. 207 Value Sets for Variables.................... 205 7......7 What are reusable price elements and how do I create them? ............ 206 7...................................................................Oracle Sourcing Help 6.....................3......9......................1 What are header attributes and how do I use them?..........................................................3........................5 Whom should I contact about technical difficulties?.................. buttons................................................ 180 6............. 204 7.............. 203 7........................................... 195 7......................................................................2 About Variables ........1........

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

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

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

2. Buyers can use the information obtained to subsequently conduct an RFQ or buyer's auction. can bypass intermediaries and establish relationships that might not have been possible using more traditional methods of buying and selling.2 “Glossary”) Terms and Conditions enforcement (See Section 5.4 “How do I create and edit a reusable invitation list”) Sourcing Template (See Section 2.1.1.2 Getting Started with Oracle Sourcing 1.1 “How do I create an attribute list?”) Reusable Invitation Lists (See Section 2. and item-specific attributes.3. Prices are established based on actual supply and demand at the time the negotiation is transacted.1. and buyer's auctions. and then use that information to create negotiations that drive prices based not only on price. who might never meet face-to-face.1 Frequently Asked Questions: Oracle Sourcing 1. Page 12/209 .1. requests for information (RFIs).16 “Why would a negotiation have special terms and conditions?”) RFIs Oracle Sourcing allows buyers to qualify a wide group of suppliers and their products and services using RFIs.1.4.requests for quotations (RFQs). The four different types of sourcing documents available .Oracle Sourcing Help 1.6 “How do I copy a sourcing document”) Multiple Currency support (See Section 2.2.2. but on lead times.7 “Can I accept responses in multiple currencies”) Multiple Language support Notes and Attachments (See Chapter 6. Common Functionality All sourcing document types have the following common functionality to simplify the negotiation creation process: Reusable Attribute Lists (See Appendix 7.1 What is Oracle Sourcing? Oracle Sourcing offers flexible negotiation capabilities to buyers and sellers. Buyers use real-time interaction to obtain information on suppliers' products and services.2.2.1. “How do I create and edit negotiation templates?”) and Copy features (See Section 2. quantity. Buyers and sellers.1. enabling them to efficiently obtain the best possible prices for goods and services.

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

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 .

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

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

4. or any other users in your organization.15) scheduled close Minimum Bid date.4.1. Decrement/Increment (See Section 2.4. Page 17/209 .10) Bidding (See Power Bidding (See Section 5.1.11/2.3.1.3.7) 1.3 What time saving functions are available to me when creating negotiations? There are many ways you can streamline the creation of sourcing documents: Copying an existing document You can copy documents that you.10) Price Elements Attribute Based Bidding (See Section (See Section 5.2) Information obtained during the RFI can be used to create a new negotiation document. Multiple Quotes The RFQ business process allows suppliers to submit a single quote per round.11) an RFQ or close an RFQ earlier Early Close (See Section than the 2.1.11) 2.11) Price Breaks (See Section Price Breaks (See Section 2. Convert to negotiation document (See Section 2.11) Buyers can Manual Extend (See manually extend Section 2.2. The details of the document such as the controls. item information.4. Bids buyer.8) 5.Oracle Sourcing Help Attribute Based Bidding (See Section 5.8) Price Elements (See Manual Section 5.8) Section 5.1.1. Manual Extend/Early Close (See Sections 2.8) Extend/Early Close (See AutoExtend (See Section Section 2.8) RFIs use item attributes to solicit item information from suppliers. submit Other Proxy Bidding (See Attribute Based Section 5.1. Multiple If allowed by bidders may multiple bids.1.1.1. terms and conditions.7) 2.1.1.1.15) Buyers can manually extend an RFI or close an RFI earlier than the scheduled close date.1.4. have previously created. and invitation list are copied into a new document which you can edit if necessary.4.

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

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. Item attributes and their responses comprise the heart of the RFI process.5 Are reusable invitation lists and reusable attribute lists shared across all three negotiation types? Yes.2.2.2.2. The buyer then uses the suppliers' responses to qualify the group of suppliers and to determine the best set of suppliers with which to later conduct a negotiation. Buyers 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. buyers define attributes for negotiation items.7 I just saved a negotiation as a draft document. you see the Confirmation page. From this page you can access and edit any of your draft negotiations.1. How do I continue working on it? You can continue working on a document saved as a draft by After clicking Save Draft. From this page. The document is released when Page 19/209 . or display only. Suppliers reply to the item attribute. these lists are shared across all document types and can be accessed by the buyer as required. 1. You are granted exclusive control until you release it. optional. that allow bidders/suppliers not only to respond to the price. but also to other features salient to each item. ensuring that only one user can work on a draft at any time.1. 1. you can click "Continue editing your draft. in essence "answering" the buyer's question. you can click "Manage Draft Negotiations" to access the Manage Draft Negotiations page. called item attributes. 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. Depending on the setting chosen during the negotiation creation." Alternatively.2.Oracle Sourcing Help 1. These attributes represent important aspects of the item for which the buyers need information from their suppliers. When creating an RFI.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. and delivery. 1.1. quantity. these attributes can be either required.

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

New buyers can then manage the requisitions as needed. Custom attributes having weights and scores are called weighted attributes and require a response. the more important the attribute to the item. the system calculates a weighted score for each attribute response and a Total Score for the item. The higher the weight. 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.13 What happens if I cancel a negotiation having backing requisitions in Oracle Purchasing? As soon as you cancel a negotiation with backing requisitions. Page 21/209 . The higher the score. Weights and scores can be assigned to the custom attributes. Scores are numbers between zero and 100 and are assigned to each possible attribute value or range of values. 1. It then ranks the scores for the same item from different respondents based on a Price to Total Score ratio.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.2.2. the more desirable the attribute value or range of values. The goal of scoring is to motivate a respondent to respond with quotes/bids most closely matching the desired attribute values. As responses are received. The old Sourcing negotiation number remains on the requisition line until a buyer creates a new negotiation using the requisition. 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.1. breaks. quantity. or need-by date.1. the requisitions become available again to AutoCreate in Oracle Purchasing. 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. 1.Oracle Sourcing Help RFQs/auctions in Oracle Sourcing Real time bidding. Scores represent the desirability of that attribute value or range of values compared to other values.

quantity. 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. however. The lowest ratio receives the highest rank. 1.2. suppliers can quote/bid on price.16 What is the difference between Price-Only and Multi-Attribute Weighted Scoring RFQs/auctions? In a price-only negotiation.1. it offers the best value for the money.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. delivery dates and attributes of an item. In a Multi-Attribute Weighted Scoring negotiation. reflected in the Price to Total Score ratio. In both price-only and Multi-Attribute Weighted Scoring negotiation. they are allowed to respond in only one currency per response.Oracle Sourcing Help 1. The buyer can still award the item regardless of the ratio. the system ranks the supplier only on the basis of price.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. In other words. When you create a new 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. However. The winning response is decided based on the buyer's definitions of the relative importance of item attributes. item attributes can be scored and weighted.2.2. the negotiation currency defaults to the functional currency defined for your operating unit. you can allow bids or quotes in currencies other than the negotiation currency.1. 1. The lowest ratio among competing responses may not offer the lowest price. Though suppliers in a multi-currency negotiation can submit responses in several currencies. you can invite these users Page 22/209 . 1.1. the system will automatically convert the responses to the negotiation currency.17 Can I accept multiple currencies in my negotiation? Yes. To lower the ratio for an item included in a bid. the buyer can still award the negotiation to any supplier regardless of the Price to Total Score ratio values. but it offers the lowest price per point of score. A buyer can view bids plotted on a Price to Total Score graph to assist in analysis of quotes/bids.2. Whenever you view the responses you have received.

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

1.1.Oracle Sourcing Help To register a user yourself: Anyone with the Sourcing Super User authorization. a buyer with the appropriate authorization can add the company to your Supplier Master).2.19 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. 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 . On the Register an External User page. can directly register and approve users. Search for and select the supplier company name by using the flashlight icon (if the supplier company information does not exist within the system. From the Portal page. Select the applications to which the user will have access.20 What is the purpose of notifications? Who receives them and when? Notifications are used to communicate specific events to users. Invitations are automatically sent to each supplier. Click Register." 2. You receive a confirmation that the new user has been registered. acknowledge intent. 1. enter the required information.1. 3. 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.2. Event Recipient Purpose To inform them that the negotiation is open for previewing or bidding To invite them to acknowledge intent. 1. click "Register a Supplier User.

2. The negotiation duration is the length of time between either the preview date (if the buyer specified one) or the open date. they receive a reminder email notification once the negotiation has opened for either previewing or responding.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. or all a certain Quote/Bid has been quote suppliers in the sealed disqualified RFQ.21 When does an invitee receive a reminder email notification? If companies do not acknowledge participation by a certain time. Cancel negotiation a All invitees and suppliers To notify them the negotiation is closed To notify the suppliers that the RFQ or auction has been awarded and how many lines have been accepted or rejected Award an RFQ or All suppliers auction Starting a new Suppliers who are invited To invite them to participate in an round in an RFQ for the new round additional round of negotiation or auction All suppliers from the Starting a new To notify them that they are not previous round who are round in an RFQ invited for the additional round of not invited in the new or auction negotiation round Invitee not acknowledging Supplier intent within the responded allowed time who hasn't To inform and encourage invitee to acknowledge intent to participate 1. When the reminder gets sent depends on the duration of the negotiation.1. and the close date. Negotiation Duration Reminder Email Sent Equal to or less than One hour after the Preview/Open Date 24 hours Page 25/209 .

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

click the response number link to view the information on that response including the corresponding purchase order created for that response. On the Award Summary page. 1.2. On the Negotiations Summary page.27 Can the system administrator require buyers to use a certain rank indicator? Yes.Oracle Sourcing Help 1. the negotiation number. As the system administrator.2." Select the indicator and specify whether users can override your selection. Any user assigned the appropriate job function can add suppliers to an RFQ or auction any time before the close date and time. You can search for the purchase orders in Oracle Purchasing by entering the negotiation data.25 Can I invite additional suppliers to an RFQ or auction I've already created? Yes.2.2.26 How many characters can be entered into the Item Description and the Note fields? For an Item Description field. and then click "Negotiations Configuration.1. In Oracle Sourcing.1.28 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. 1. access the negotiation whose associated purchase orders you wish to see by entering the negotiation number into the Search Negotiations fields. 1. you can require a particular indicator be used for all negotiations. select Award Summary from the Action menu and click Go. This displays all purchase orders for a particular negotiation.1.1. which includes the purchase order numbers along with other information. For a Note field. you can enter a maximum of 240 characters. You can also search Oracle Purchasing by entering the original requisition information. for example. Click the Administration tab. Page 27/209 . you can enter a maximum of 2000 characters. You can check your Notifications for the Purchase Order Creation Notification.

Buyers analyze the quotes and either award the RFQs or modify the RFQs and open them for another round of quoting. Buyers initiate RFQs that may include multiple line items by publishing the RFQ and inviting suppliers. Page 28/209 . Once the RFQ is completed.1. RFQ modification or awarding (See Section 2.4 “How do I create and edit a reusable invitation list”).2.1 “How do I create an attribute list”). 2.3 “How do I create and edit negotiation templates”). RFQs typically consist of multiple rounds with competition focused on whether supplier(s) can meet the specific requirements. suppliers are immediately notified of the results via online notifications.4.2 Getting Started with RFQs RFQs support the full business process to solicit quotes from suppliers. 3. RFQ creation (See Section 2. Once suppliers have submitted an initial round of quotes.2 “How do I monitor the negotiations I have created”).Buyers can monitor real-time quote activity and take appropriate action.1. Reusable attribute lists (See Appendix 7.1.5. The suppliers' responses to the RFQ allow the buyer to compare quotes and negotiate the best price and specifications for the good or service.1. RFQ monitoring (See Section 2.3.4 “How do I award business in an RFQ or auction”).2.2.2.5 “How do I use price elements”). 4.Suppliers view the RFQ details and submit their quotes online. Reusable invitation lists (See Section 2.1 “How do I create a new negotiation”). RFQs enable buyers to collect quotes from suppliers for complex and hard-to-define items or services. RFQ is typically used for complex items or services such as made-to-order manufacturing items or construction projects. Suppliers cannot view competing quotes while the negotiation is in progress.Oracle Sourcing Help 1. The RFQ process usually lasts days or weeks through multiple rounds of negotiations.1. Price elements (See Section 2. RFQs supports both blind and sealed RFQs. buyers can review quotes and award the RFQ or submit a modified RFQ for another round of quoting.1. Quote preparation and submission (See Section 5.3 “How do I respond to a negotiation”). Steps in the RFQ process include: 1. RFQ Capabilities RFQ templates (See Section 2.

16 “Why would a negotiation have special terms and conditions”) Quoting online (See Section 5. Capture Total Cost (See Appendix 7.Oracle Sourcing Help Price breaks (See Section 2.14 “How do I initiate a new round of responding”).15 “How do I close a negotiation before its scheduled close date and time”).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. (See Section 2. Canceling RFQs (See Section 2.4.1.1. Multiple RFQ styles: blind or sealed (See Section 6.2 “How do I monitor the negotiations I have created”).1.4. Manual extend (See Section 2. Online or offline awarding capability (spreadsheet awarding).4.9 “How do I disqualify responses I receive for an RFI. Quote comparison (See Section 2.7 “What are reusable price elements and how do I create them”). Integration with Oracle Purchasing (See Section 2.2 “Glossary”). Multi-round quoting (See Section 2.1.1.4. Page 29/209 .2 “Glossary”).6 “How do I submit a response online”) and offline (spreadsheet quoting).3. RFQ. Monitoring quote activity in real-time (See Section 2.5. Terms and Conditions enforcement (See Section 5.8 “How do I use item attributes and price elements when responding to a negotiation”).4 “How do I award business in an RFQ or auction”).7 “What are price breaks.16 “How do I cancel a negotiation”)and Disqualifying quotes (2.5.1. (5.6 “Why are some RFQs and auctions associated with a sourcing event”).5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”). Real-time status updates Notes and attachments (See Section 6.11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2. and how do I use them”).14 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”). Graphic RFQ monitor (See Appendix 7. or auction”).4.4.13 “How do I download a spreadsheet and respond offline”). Sourcing Events (See Appendix 7.

ensuring the integrity of the submitted RFQ items. This allows you to create your multi-line RFQ quickly. 1. You can contact the buyer who created the RFQ and ask to have your quote disqualified.3 Can I cancel or retract my quote? No. An RFQ buyer can setup an RFQ to accept quotes in multiple currencies by selecting the RFQ currency and then identifying any Quote currencies in which quotes will be accepted.3.2.3.3.3.3.2.Oracle Sourcing Help 1. The system validates the data. It is the RFQ buyer's reference and review currency.2. Page 30/209 .2.2 Can I submit multiple quotes per round? If allowed by the quote controls.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. Quote Currencies Additional currencies in which quotes will be accepted. Quotes are converted to the RFQ currency for quote review. You can prepare your list of RFQ items offline and upload the completed spreadsheet. you can submit multiple quotes within the same round. 1. Suppliers can choose the Quote currency in which they will place their quotes.5 What is the most efficient way to create an RFQ with several line items? You can use the spreadsheet functionality to create an RFQ with several items. 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. but quote disqualification is at the discretion of the buyer.3 Frequently Asked Questions: RFQs 1. but you must enter the weights and scores for an item's scored attributes online. 1.1 What are the Unlock Date and the Unseal Date? The Unlock Date is the date when the buyer unlocks the closed RFQ to view the received quotes.2. 1.2. you can upload items using a spreadsheet.

An automatic invitation will be sent to each invited supplier. 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. the Promise Date is optional. Suppliers complete the quoting process by uploading the spread sheet back to the system.11 Can I invite additional suppliers to subsequent rounds of an RFQ? Yes. the Promise Date is required only if the RFQ uses multi-attribute weighted scoring and Promise Date is one of the scored attributes. You can invite suppliers by selecting them from the supplier master list. When Promise Date is an optional response. you can enter the address in the Additional Contact Email field during negotiation creation. you can enter a Promise Date to differentiate your response from other competing responses. In all other cases.3. Once the supplier has provided you the email address.2. When creating additional rounds for an RFQ. 1.2.6 What is the most efficient way to quote on many line items in an RFQ? If an RFQ consists of many line items. During the upload. Downloading the RFQ contents allows suppliers to quickly respond.9 Is an RFQ always blind or sealed and why? An RFQ is always either blind or sealed. and why would I enter one? In an RFQ whose outcome is a standard purchase order.3. spreadsheet items are validated to ensure the integrity of the submitted quote. See How do I invite suppliers to my RFQ or auction? for details on identifying contacts. 1.2. This is one of the feature of RFQs and mirrors the general off-line behavior of this negotiation model. completing multiple item attributes. you can invite additional suppliers by using the same process employed during the initial RFQ creation.2.Oracle Sourcing Help 1.2. 1.8 What is the Promise Date.3. 1. Promise Date is an required field.3.2.7 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. In an RFQ whose outcome is a blanket purchase agreement. Page 31/209 .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.3.3.

On the Negotiations Summary page.2. Select Start New Round from the Action Menu. you cannot see either the name of the respondent or the details of the bid until you unlock the RFQ.3. however.13 Why can't I see the graphical monitor in a sealed RFQ? While an RFQ is sealed. 1. you can use the Graphical Monitor to view quotes. you can manually close your RFQ earlier than the original close date/time. On the Start New Round page.12 In a sealed RFQ.2. 1. Use the negotiation number in the Search Negotiations fields on the Negotiations Home page to access the negotiation.14 Can I close my RFQ earlier than the original close time? If you select the Early Close option when specifying quote controls.15 How do I start another round of quoting in an RFQ? Once an RFQ has been closed. 1. 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 .Oracle Sourcing Help 1.2. 2. 1. you can start another round of quoting.3. can I see who is bidding? In a sealed RFQ. you can see how many quotes are being placed.3. 3. Once the buyer has unlocked and unsealed the quotes. select Close Early from the Action menu to close the RFQ. none of the details are available for viewing by any suppliers.2.3.

typically a matter of a few days. Responding to the auction (See Section 5. flexible auction capabilities to buyers so they can efficiently obtain the best possible price for goods and services. Auctions are typically focused on creating competition between bidders. the bidding process moves quickly which results in increased competition. Because most auctions are open for short periods of time. Bidders participate in the auction by viewing the Page 33/209 .1. Negotiations allows buyers to establish either public or private auctions to meet the specific needs of buyers.1.1. quantity and item-specific attributes.3 “How do I respond to a negotiation”). Auctions allow real-time interaction to drive dynamic prices based on information that extends beyond price to include lead times. 2.3. Auctions enable buyers to solicit bids for goods and services that are clearly defined.Oracle Sourcing Help 1.4 Getting Started with Auctions Getting Started with Auctions Auctions offer complete.The buyer defines the auction and includes all the auction item information.2. Creating the auction (See Section 2.16 Can I modify an initial RFQ for the next round? You can modify the following information for each round of an RFQ: Preview date/time Open date/time Close date/time Award date/time Need by date List of invited suppliers Attachments 1. the business terms and conditions and intended bidders. although the close time can be extended manually or automatically based on last minute bids.1 “How do I create a new negotiation”).2. Prices are established based on actual supply and demand at the time the auction is transacted. Steps in the auction process include: 1. such as office furniture or memory chips. Auctions last for a set period of time.

1. Reusable attribute lists (See Appendix 7. Proxy bidding (See Section 5. bid quantity.8 “How do I use item attributes and price elements when responding to a negotiation”). 4. and how do I use them”).4 “How do I award business in an RFQ or auction”). Page 34/209 .6 “Why are some RFQs and auctions associated with a sourcing event”). Auction features include: Auction templates (See Section 2.1.11 “What are response controls”).The buyer and all other participants can monitor the real-time activity during the auction and take action as necessary. Capture Total Cost (See Appendix 7.4. bidders can view competitive bids during the auction.4.1.10 “What is proxy bidding and how does it work”).5 “How do I use price elements”). bid attribute value(s). Reusable invitation lists (See Section 2.2 “How do I monitor the negotiations I have created”). If permitted by the auction rules.1 “How do I create an attribute list”).1.1. blind or sealed (See Section 6.5.11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2. Multiple Auction styles: open. Once the auction is completed. The buyer analyzes the bids and awards the auction based on the price.2. Power bidding (See Section 5.1.4.2.1.3. Evaluating and awarding bids (See Section 2.1.7 “What are price breaks. Price elements (See Section 2. Autoextend feature (See Section 2. 3. bidders are immediately notified of the auction results via online notifications. Manual extend (See Section 2. Monitoring the bid responses (See Section 2. Sourcing Events (See Appendix 7. Minimum Bid Decrement/Increment (See Section 2.Oracle Sourcing Help auction items and submitting bids online.2 “Glossary”).1.2. Price breaks (See Section 2.12 “What is power bid”).3.1.11 “What are response controls”).4 “How do I create and edit a reusable invitation list”).3 “How do I create and edit negotiation templates”). Attribute based bidding (See Section 5.15 “How do I close a negotiation before its scheduled close date and time”).7 “What are reusable price elements and how do I create them”).1.

1.13 “How do I download a spreadsheet and respond offline”).4.2 “Glossary”).2 “How do I monitor the negotiations I have created”).4. (5.4.Oracle Sourcing Help Canceling auctions (See Section 2.5.9 “How do I disqualify responses I receive for an RFI. Integration with Oracle Purchasing (See Section 2. Bid comparison (See Section 2.1.1.5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”).6 “How do I submit a response online”) and offline (spreadsheet bidding).16 “How do I cancel a negotiation”) and Disqualifying bid (2. Online or offline awarding capability (spreadsheet awarding). Monitoring bid activity (See Section 2. (See Section 2.5. or auction”). Purchase order generation Real-time status updates Bidding online (See Section 5.4 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”).5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Notes and attachments (See Section 6. Graphic Auction Monitor (See Appendix 7.1. Page 35/209 . RFQ.4 “How do I award business in an RFQ or auction”).

The auction to which they are responding is not owned by their company 2. 1.5.5. 1. Note: Two people from the same cannot quote in the same RFQ. provided that: 1.2.6 Can two people from the same company bid on the same auction? Yes. The buyer can also choose to display the target price to the bidders for reference. buttons. You can elect to display the target price to participants.2.3 Why isn't there a target price for every item? Target price is an optional value. All registered users in a company can bid on the same auction. 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. someone else at your company can award an auction created by you. The buyer can see the bids once the auction is unlocked.5. Buyers are not required to designate a target price for every item.2.5.1 What are the different auction styles? The buyer can choose from three types of auctions: Open: everyone can see the bid content.5. The target price is the price you hope to pay for one unit of an item. but only the buyer can see the identity of the bidder.5 Frequently Asked Questions: Auctions 1.2. Blind: Only the buyer can see the bid content Sealed: Neither the buyer nor the suppliers can see the bid content until the auction closes. Everyone can see the bid content once the auction is unsealed. 1.1. Page 36/209 .5 Can someone in my company award an auction that I create? If granted the appropriate authorization. and 3. 1.4 “Why can't I access some pages.Oracle Sourcing Help 1.2. links.2. The bid controls for this auction allow multiple bids per round . 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. or task bar options”).5.2.4 What is the target price used for? The target price is mainly used for internal performance analysis for the buyer. 1.2 What is the difference between Quote/Bid start price and target price? When creating a new RFQ or auction. They have the appropriate function security (See Section 6.

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). you might want to send invitations to increase specific suppliers' awareness of your RFQ/auction and encourage participation.1.8 If my RFQ/auction is open to all suppliers. Page 37/209 . you are not required to send invitations to any suppliers. 1.1. none of the previous responses submitted are available for awarding. RFQ.2.13 “How do I invite suppliers to participate in my negotiation”) to participate. 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) 1.5.9 How do I initiate a new round of quoting or bidding? After your RFI. why would I invite suppliers to participate? For a public RFQ/auction.Oracle Sourcing Help 1.2. When you invite a supplier (See Section 2.5. can they view each other's bid details? Depending on the auction style.5. that supplier receives an e-mail notification about your RFQ/auction. and your RFQ/auction appears in that supplier's "Open Invitations" list of invitations.7 When two respondents from the same company place bids. or auction has closed. After you initiate a new round of responding. However.2.

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

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

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. You can also add new suppliers.10 Why is the "Can bidders see other bidders notes and attachments?" bid control not available for blind auctions? Blind auctions by definition do not allow bidders to view other suppliers' bids. Note that you have to specify a new closing date. o Possible Date Modifications *Open Date Date and time you want the new round of responding to begin. You can also choose to open the negotiation immediately. click Submit for Approval. Review your updated negotiation information. o Possible Invitation List Changes If you invited suppliers in the previous round. they are automatically added to the invitation list for the new round. RFQ. Click Review.5.Oracle Sourcing Help 5. Additionally. Click Controls to modify negotiation control information. You can remove any supplier from the invitation list for the new round. Preview Date For RFIs. Page 40/209 . *Close Date The new date and time the RFI. If there are approvers defined for this document. You can also choose to open the negotiation for preview immediately. o Response Controls Modify other Response Controls as necessary. any uninvited suppliers who responded in the previous round are also automatically added to the invitation list for the new round. 1. 7. RFQs or auctions opening in the future. Click Suppliers to modify your invitation list. 6. If there are no approvers defined for this document.2. 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. When the buyer hides scores/weights. 1. You can also specify if the autoextend is for the entire auction or particular line items.12 Why can't I always view scores and weights set up by the buyer? The buyer can optionally hide scores and weights from the bidder.16 What is a Single Best Bid? A Single Best Bid is a response to an auction that allows only one bid per company. AutoExtend extends the duration automatically if new bids are received in the closing minutes of the auction.5.2.A bidder must submit a single. is up to the discretion of the buyer.2. however.2. 1. The response is at the company level. the bidder can only view the resulting Price to Total Score for a bid.15 How do two bids with the same score get ranked if the prices are the same? The earliest bid gets a higher rank.13 Why are display-only attributes not visible in the Bid Compare page? Display only attributes are used to convey information to bidders.11 Can a bidder retract a bid? If a bidder has submitted.2. You can also define the total number of auto extensions and the extension period. a company can place one bid in each round when being invited to that round Page 41/209 .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. Bid disqualification. the bidder can contact the buyer and ask to have the bid disqualified. 1. that is.Oracle Sourcing Help 1. For example.5. When the bid control "No . Bidders cannot respond to display only attributes so there is no value for comparison. Manual Extend allows you to manually extend your auction close date/time before the auction closes.5.2.5.5. best bid" is selected for a multi-round auction. 1. You can specify whether the auction is extended from the original close time or from the time when the winning bid has been received. Bidder B receives the higher rank because the proxy bid was created by the system after Bidder B's bid. once one user at a company responds.2. no other user at the same company can bid. 1. if Bidder B bids triggering a proxy bid for Bidder A and the resulting bid results in the same Price to Total Score ration.

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

Supplier A's proxy is not triggered. Supplier B then places another bid of USD 92. not just the bid price. Now Supplier B's bid (92/100) is better than Supplier A's bid (84/90).5. Supplier A's proxy will only be triggered again if there is a bid with a price lower then USD 84.00. However. To avoid these situations.00.18 How does Proxy Bidding work in Multi-Attribute Weighted Scoring auctions? You can define Proxy Bid parameters with Multi-Attribute Weighted Scoring auctions similar to price-only auctions.00. Supplier B's bid is the winning bid even though the bid price is higher.2. For example.2. 1. he cannot modify any attribute responses to try to improve his score. since proxy bids are generated based only on the price of the competing bid.00 with a score of 100 for the same item. but since Supplier B's bid price is still higher than Supplier A's bid price. you may need to closely monitor Multi-Attribute Weighted Scoring auctions which also use proxy bidding. You may need to cancel the proxy bidding process to redefine attribute information to improve your price to total score ration. Supplier identities are never revealed to other bidders.Oracle Sourcing Help 1.00 with a score of 90 for the item. a bid can be beaten based on the Price to Total Score ratio without triggering a new proxy bid.19 Can a bidder see the names of the other bidders? Bidders cannot see other bidders' identities. Since Supplier B's bid price is less than Supplier A's bid price. Therefore. a proxy bid decrement of USD10.00) has not yet been reached.00. Page 43/209 . This bid (94/100) is better than Supplier A's bid (95/90). Supplier A's proxy is triggered to place a new bid of USD 84. Supplier B then bids USD 94. And since Supplier A's proxy minimum (75.5. This bid (84/90) is now the winning bid.00 and a proxy minimum of USD 75. Supplier A places a bid of USD 95.

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.1 Creating RFIs. o If you have previously created an RFI. Page 44/209 .1. This allows you to return to the creation process at a later time or have multiple people working on the same negotiation. the information contained in the RFI can be copied into an RFQ or buyer's auction.1.1.13 “How do I invite suppliers to participate in my negotiation”). Define Your Response Controls (See Section 2.1 Creating Negotiations 2. RFIs can be taken to multiple rounds until the buyer has enough information to identify supplier(s) with which to deal. you can save time by copying an existing RFI/RFQ/Auction.1. Help for Sourcing Buyers 2.1.1.1.1. At the conclusion of the RFI cycle. and buyer's auctions). and Buyer's Auctions 2.9 “How do I add lines to a negotiation”).7 “What are contract terms and conditions.1. one unique feature of an RFI is that buyers can choose to define negotiation line items without price and quantity and specify lists of criteria to which suppliers must respond. or auction.1. RFIs are used more for gathering information on goods and service provided by a supplier than to lock in particular price information. 2. There are four main steps to creating a new negotiation: o o o o Create Your Negotiation Header (See section 2. RFQ. and how do I use them in my negotiation”) Invite Your Suppliers (See Section 2. Therefore.1 How do I create a new negotiation? Use the instructions on this page to create Sourcing negotiations (RFIs.4. Enter Negotiation Lines (See Section 2. RFQs.11 “What are response controls”) Enter Your Terms and Conditions (If Oracle Procurement Contracts is bought and licensed) (See Section 2.1. RFQs.1.1. You can also create new negotiations quickly by applying a negotiation template. You can create a negotiation and save it as a draft before submitting it.Oracle Sourcing Help 2.1.

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

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

1.1. 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. The table below shows some of the operations available Sourcing Buyers and Sourcing Suppliers by using Quick Links. one-step access to your most commonly performed Oracle Sourcing tasks. When using AutoCreate.1. The links are organized by task and negotiation type so you can find the link for the task you wish to perform. 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.Oracle Sourcing Help 2.4 How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents? If your Oracle Sourcing system is integrated with Oracle Purchasing. you can use requisition information in Oracle Purchasing to create a draft sourcing document that you can then access and edit.3 How do I use Quick Links? The Quick Links section of the Negotiations Home page provides easy. The backing requisition information is carried over from Oracle Purchasing and used throughout the creation process. You can use this number to access the document in Oracle Sourcing and to Page 47/209 . you can search for requisitions according to different attributes such as item or category and include them in a single document. The AutoCreated document is assigned a document number. Once you have identified the requisitions in which you are interested.1. Simply clicking the link takes you to the page where you initiate the operation. AutoCreate uses the requisition information to create a Buyer's Auction or Sourcing RFQ.

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

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

To access a draft directly from Oracle Purchasing. Using the AutoCreated RFQ/Auction In general you use an AutoCreated RFQ/Auction the same way as other RFQs/auctions. however. If you cancel an RFQ/Auction with line items originating from AutoCreate. Page 50/209 . In general. You can add additional item lines if necessary. Otherwise. you must have the Edit Draft Sourcing Document function to access a draft. it exists as a draft negotiation within Oracle Sourcing. the backing requisition information is updated to point to the new RFQ/Auction. Editing the draft The first time you access the draft. the backing requisitions are returned to the requisition pool. If you delete any of the lines originating from AutoCreate or delete the RFQ/Auction. Note. if you know the number Autocreate assigned to the draft document.1. the backing requisitions are returned to the requisition pool and become available for use.Oracle Sourcing Help Your system administrator can set up the system so once you have completed the document in AutoCreate. Once you have completed awarding the RFQ/Auction. Oracle Sourcing creates either a standard purchase order or a blanket purchase agreement and sends them back to Oracle Purchasing along with references to the originating requisition. the backing requisition(s) is returned to the requisition pool.1. Once the negotiation document has been created by AutoCreate. You must have the Manage Draft Sourcing Documents function to access and edit the draft. the following points: If you take the RFQ/Auction to multiple rounds of bidding/responding. 2.5 How do I edit a negotiation document Autocreated in Oracle Purchasing? You can use the AutoCreate feature in Oracle Purchasing to search for and group existing requisitions to create a negotiation document (RFQ or auction) which can then be edited and processed through Oracle Sourcing. You can apply a template to the draft RFQ/Auction (backing requisition information takes precedence over any template attributes). if you only partially award a line item quantity. Also. you can access it directly from Oracle Sourcing. you are automatically transferred to Oracle Sourcing. you can edit your draft as you would any other draft except for the nonmodifiable information taken from the backing requisitions (see table above). you must complete Step 1: Describe Your RFQ/Auction.

you can be transferred directly from AutoCreate to Step 1 in the negotiation creation process in Oracle Sourcing.1. You must specify a title for your negotiation and once defined. This header contains negotiation level information related to the entire negotiation. this value cannot be changed. 2.6 What information must I provide to create my negotiation header? When you create a new negotiation. Organization The operating unit. Otherwise. and you change the Organization. The backing requisition information is viewable during the creation/editing process.Oracle Sourcing Help Accessing the draft document If your Oracle Purchasing application is set up to allow it. such as a division or department. or auction will be known. To create your negotiation header: Complete the following fields (*indicates a required field): *Title The name by which this RFI. the page refreshes and you will lose the information you entered. the backing requisition information is carried forward and this field cannot be updated. Page 51/209 . to which this negotiation applies. the title cannot be changed. Once you have accessed the draft negotiation. RFQ. Note the following about negotiations created by AutoCreate: Any backing requisition information is not updateable in Oracle Sourcing.1. Once you proceed to the next step. Buyer The creator of the negotiation. your first step is to create your negotiation header. you can use the "Manage" link under the Drafts area of Quick Links on the Negotiations Home page to access the draft negotiation. Style Event Security Level You can select a security level to restrict access to the sourcing document. Note that if you have entered information on this page. for example in the Payment Terms field. The organization you select here determines the values for many later attributes (such as the negotiation currency and shipping addresses). If this negotiation document was originally created in Oracle Purchasing. continue editing it using the instructions in How do I create a new negotiation? beginning with Step 2: Enter Item Terms.

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

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

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

Maximum Score Accept the default or enter the maximum value that can be entered for this attribute. This note appears on the negotiation summary page and can be viewed by suppliers. To define your currency list and currency exchange rates: 1. 2. Whenever you view the responses you have received.7 Can I accept responses in multiple currencies? When you create a new negotiation. an attribute with a weight of 25 is half as important as an attribute with a weight of 50.1. Delete You can delete this attribute by clicking the trash can icon. If one attribute is weighted. The sum of weights for all header attributes must add up to 100. Weight Weights are used to indicate the relative importance of header attributes. but this can be overridden by specifying a default value on the score settings page. Display Target Indicate whether you want suppliers to see your Target Value . click Manage Response Currencies. you can accept responses in currencies other than the negotiation currency. For example. the negotiation currency defaults to the functional currency defined for your operating unit. There is a system default defined by the Sourcing Super User. the system will automatically convert the responses to the negotiation currency.Oracle Sourcing Help Enter a target value for the header attribute (for example: 30 or more years in business). Page 55/209 . On the Create Header page. o Attachment Click Add Attachment to browse for an attachment to assign to this negotiation. effectively "unweighting" that attribute. Though suppliers in a multi-currency negotiation can submit responses in several currencies. Notes and Attachments o Note to Suppliers You can add a note to the supplier by entering it in the text box. all must be weighted (although the weight can be 0. However.1. This column is only displayed if weights are enabled as part of the Scoring Settings. they are allowed to respond in only one currency per response.

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

o o o 2. Continue creating your negotiation. 2.Oracle Sourcing Help o If you accept the default. Multiple users in a supplier's organization can submit several initial bids. *Indicates a required field : Page 57/209 . 3. and how the line will be added and click Go. that response currency is available to that supplier alone.9 How do I add lines to a negotiation? When you create a new negotiation. the follow-up bid must be in the same currency as the initial response. each in a different currency." enter an exchange rate for the response currency you selected in the previous step. Click Go. If you wish to score and weight your lines. select how the line will be ranked. Line ranking is not performed in RFIs. You can enter lines online or bulk load lines from a spreadsheet.1. click "Lines. Your other option is to load the line information using spreadsheet upload." To add lines online: 1. The new price precision applies only to the suppliers to whom you assign it. If you select a specific response currency for a supplier. Any. the supplier can only submit a response in either that currency or the negotiation currency. provide the following information. No other suppliers may respond in that currency unless you also associate that response currency with them. accept the default value of Online from the Add Line drop down menu. On the Create: Lines page. how the ranking will be displayed. To add a line using the online system. If you selected User Specified Rate in "Step 2: Defining Business Terms and Conditions. From the navigation bar in the top left corner. 3. or edit a draft negotiation. The spreadsheet is useful if you are adding a large number of lines. On the Lines: Create Line page. if a user submits a rebid. Select a price precision for the response currency. you must identify the goods or services you want to purchase or for which you want quotes. 4.1. to a multi-currency negotiation. However. 2. select Multi-Attribute Scoring as the Ranking type. the supplier can respond in any currency you have allowed for this negotiation: the negotiation currency or any other response currency on your currency list. If the response currency you select for a supplier is not on your currency list.

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

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

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

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

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

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

Provide the line with a description and select a Category value. 5. You can edit the value to change the time if needed. If you allow the control manual extend. After you have entered the negotiation header. Follow steps 1 and 2 above. add notes or attachments to the supplier. the time limit for the negotiation can be extended past the original close date.11 What are response controls? When you create a new RFI. If you allow the control manual close/close early. and then click Go. the default time value the system uses is the time when you entered a value in the field. Note that for fields where you enter a date and time. open and closing times and many other variables. If the sourcing document you are working on was AutoCreated using requisitions in Oracle Purchasing. 2. Page 64/209 . participants. make sure you select a general services. the negotiation can be closed prior to the defined close date. 6. On the Lines: Create Line page. *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 must have created your negotiation header before you can create negotiation controls. Complete the following fields as appropriate for the negotiation type. Create attributes as needed to solicit additional information for this line. you set response controls to determine the negotiation length. Once closed. They can view the negotiation's details but cannot place responses. Finally. RFQ. fixed-price line type. 2. and added line(s).1. *Close Date Use the pop-up calendar to select the date/time when the negotiation will be closed. 4. When you extend a negotiation you specify the new close date. or Buyer's Auction. no further responses may be accepted. 3. Preview Date Use the pop-up calendar to specify a date/time after which the negotiation information can be accessed by potential suppliers. click the "Controls" link to access the Create Controls page for that negotiation. Continue defining your negotiation . responding frequency.Oracle Sourcing Help To define a general services fixed-price line 1.1.

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

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

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

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

3. You return to the previous page.Oracle Sourcing Help 2. However. Even though the auction is already open to them.13 How do I invite suppliers to participate in my negotiation? Participation in RFQs Participation in RFQs is by invitation only by default. To invite specific suppliers see Inviting Suppliers below. You can select the bidders you wish to notify from a list of suppliers.1.1. If you do. Bidders will see your auction when they search using the Active Auctions page. you do not have to explicitly invite any suppliers. you can choose to open your RFQ to all suppliers. you can create a participants list on the Create Negotiation: Suppliers page: 1. or if you frequently invite a certain group of bidders. Search for and select the Invitation List you want to apply. 2. Page 69/209 . Inviting suppliers After entering your negotiations description. line(s). select the specific site you wish to invite to the negotiation. business terms and conditions. and you must invite at least one supplier. You can use the same list for all negotiations. Click Add Invitation List to apply a predefined list of suppliers. you can choose to also send certain bidders notifications of a particular auction to encourage their participation. you can apply a predefined invitation list that identifies these bidders. and any response controls. auctions are open to all bidders by default. From the search results. 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. select the suppliers you wish to invite and click Invite. Select how you wish to search for suppliers: o o Click the Add Supplier to search for and add suppliers to your invitation list. Participation in Auctions Unless you specified differently on the negotiation Controls page. If there are multiple supplier sites (Supplier Site is another term for Address Name). Different sites for the same supplier can each submit a response.

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

See How do I create and edit negotiation templates? for instructions on creating negotiation templates. You can save the amendment as a draft at anytime during the creation process if you click Save Draft. click Apply Template. You can add to. or auction) to create a new document of the same type. select the template and click Apply to create a new negotiation with this template.2 Templates. and delivery. 2.2 What are line attributes and attribute lists. All suppliers will be required to acknowledge the amendment and resubmit their responses to be eligible for award. and how do I use them? Line attributes enable a buyer to define multiple line-specific attributes. 8.1. Once you click Publish. Once approved (or if approval is not required). quality.Oracle Sourcing Help 7. the buyer can score attribute values to indicate the relative preferability of different responses. Approvers will receive notification that they need to approve the amendment. Click the appropriate link under the Create area of Quick Links on the Negotiations Home page. If you have approvers identified on the Collaboration Team on the Create Header page. Line attributes can then also be weighted to indicate the relative importance of a single attribute among the other weighted attributes. 3. To use a sourcing document template: 1. On the results display. but also to other features and performance characteristics of each line. 2. 4.1. no new responses can be received on the previous negotiation. Page 71/209 . or delete any of the negotiation information provided by the template by proceeding through the steps of creating a negotiation.2.1. RFQ. On the Create: Header page. allowing respondents not only to respond to the price. These attributes may either require a response or no require a response from the supplier. Draft amendments are available on the Negotiations Home page if you click Drafts in the Manage Quick Links section. edit. You can review the new changes compared to the current active negotiation by clicking Review. Search for and select the template you want to apply. When creating a negotiation.2.1 How do I use negotiation templates? You can use a document template of a specific type (RFI. you can submit the amendment for approval by clicking Submit for Approval on the review page. Spreadsheets and Lists 2. the Submit button changes to Publish. 2. The buyer can define unique line attributes.

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

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

click Submit.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. On the search results page. or 2. The value specified in the spreadsheet.1.2. 2. When you are finished. then click Edit. 8." then search for suppliers to add to your invitation list. click Apply. 2. 5. edit. you can choose a specific supplier site to associate with this list (Supplier Site is another term for Address Name). For a supplier with multiple sites. update your list description. Select the supplier(s) and click Add to Invitation List. On the Edit Invitation List page. including change the access and status. If the template and spreadsheet have conflicting category values. find your list. The value defined for the RFQ/Auction template. 4. 4. If you are have the Manage Invitation Lists job function. any attributes/price elements defined for the template are added to any attributes/price elements you define via the spreadsheet. 6. the system uses the following hierarchy to determine which category value to use: 1. click "Add Suppliers" again and follow the perceiving instructions. Click "Add Suppliers. Click "Invitation" under the Reusable Lists area of Quick Lists on the Negotiations Home page. and access as appropriate.2. 2. Search for the list you wish to update. To edit an invitation list you have created: 1.Oracle Sourcing Help Sourcing Super Users or users with the Manage Invitation Lists job function can create. 7. When you have finished adding suppliers. If you wish to add more suppliers to your list. Page 74/209 . You can also add or delete suppliers. status.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. and manage public invitation lists. you can edit public lists. 3. If the supplier you selected has multiple sites defined in the system. you can add an entry for each site for that supplier if you choose. 5.1.

retail industry negotiation items can include such attributes as "color. and Price Breaks 2. Line attributes define 1) unique specifications that you set for a negotiation line.Oracle Sourcing Help For example.3.3 Item Attributes. RFQ.000 miles on the odometer.3.1. item A with four attributes/price elements. For example. 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). Page 75/209 . Attribute Scoring. and item B with two attributes/price elements. When the buyer adds the line (vehicle) to the auction. Line attributes can call attention to industry-specific characteristics. you may choose to add one or more line attributes to that line. using an attribute to define this specification calls attention to the specification. then bidders must enter the mileage of any bid. and do not apply to all lines in the negotiation. see "How do I add attributes to my negotiation lines?" 2." Metal industry negotiation items can include "grade of metal" as an attribute. 2. If there are duplicate attribute/price elements between the template and the spreadsheet.2 How do I add line attributes to my negotiation? You can add multiple line attributes to any line in your negotiation. the buyer can add an attribute called "mileage" to specify that the bid item must have fewer than 12. the attribute/price element specified on the spreadsheet 2. For more information about how to add line attributes to your negotiation items. The attribute(s) are added to that line only. Price Elements. the precedence is: 1." and "SKU number. and why would I add them to my negotiation lines? When you add a line to a new negotiation (RFI." "style.1 What are line attributes. and 2) the details that a participant should provide when responding to that negotiation line.1. a buyer can create an auction to buy a fleet of 12 vehicles for a delivery service. if there are three attributes/price elements for your template. Adding these as required item attributes that are displayed to bidders can customize your negotiation items to your specific industry. While the buyer could enter this information in the auction line description. Line attributes make your negotiation line more descriptive and can also be used to ensure that all responses submitted for the line include specific details not included elsewhere in the line information. and your spreadsheet upload includes two items. For example.1. the attribute/price element specified by the template. if the buyer marks this attribute as required. In addition.

Oracle Sourcing Help

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

o

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

o

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

o

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

o

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

o

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

o

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

Oracle Sourcing Help

o

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

o

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

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

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

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Oracle Sourcing Help

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

Oracle Sourcing Help

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

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

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

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

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

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

Once you have created a price element list. the supplier's response prices to the price elements will not be rolled up into the line total price.1.1. To create a new price element list: 1. which is required to compute a total unit price. Support supply chain operations more efficiently by recognizing and analyzing how one organization's performance and costs affect another organization. or discrete costs such as shipping fees. Price elements allow you to: Identify suppliers with the lowest total cost per line not just the lowest item price. Take into account any additional costs or charges when considering outsourcing a project. 2.6 What are Reusable Price Element Lists. This is because in the absence of a line response quantity. Buyers can specify when they create the negotiation how much they anticipate paying for these additional costs. you might create a price element list identifying normally expected transportation costs. You can create new price element lists or edit existing lists.Oracle Sourcing Help o To set the weights for all attributes equally. Identify hidden activities or "cost drivers" to facilitate improved analysis and decision-making. click Equalize Weights.3. For example. freight charges or import duty fees. Click the Price Element link under Reusable Lists on the Quick Links section of the Negotiations Home page. If there are an odd number of attributes. Or you might create a list that identifies additional services such as consulting or training that will be required by a particular negotiation item.3. Note: If the negotiation outcome is a blanket purchase agreement. you can apply that price element list to any negotiations (RFQs or auctions) containing items to which those price elements are applicable.5 How do I use price elements? Price elements allow a buyer to identify additional costs associated with a particular negotiation line. Such costs could include services such as training or consulting. You must be assigned the Create Reusable Price Element Lists job function to create these lists. 2. the system will assign weights as equally as possible. Page 84/209 . These costs can then be negotiated between a buyer and supplier just like the item price. for example. the supplier's response values for fixed-amount type price elements cannot be converted to a unit 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.

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

add or delete price elements from the list. When you have finished making your changes. you receive an error message. The first offers a price of 19$ per unit if buying more than 100. change the price element list status. You then set up two quantity-based price breaks. The first few words of the list description. The name of any price element defined to the list. or select the price element list and click Edit. You can search for a particular price list by : o o o o The list name.) 3. search and select the list you want to edit. The new list is validated. 7.3. Or you may be willing to pay more per unit if your supplier can ship the order to a special location. 2. Click the Price Element link under Reusable Lists on the Quick Links section of the Negotiations Home page. On the Price Element Lists page. 6. Active or Inactive). To edit the list. (This returns all price element lists using that price element. If any price elements are inactive. For each (non-amount-based) line in your negotiation.1. You specify 20$ as your start or base price. The search results display any price element lists matching your search criteria. and you may specify several quantity levels and the prices you are willing to pay at each. 4. 5.Oracle Sourcing Help To edit a price list: 1. you can o o o update the description for the price element list. you can either click the price element list name link. Example: Assume you are purchasing PC keyboards. and how do I use them? Price breaks allow you to negotiate line prices with your supplier based on characteristics of your order. you may expect to receive a discount from your supplier if you buy a large quantity of units. 2. The second offers a price of $18 a unit if purchasing over 500.7 What are price breaks. For these price breaks. Your suppliers respond to your negotiation specifying their responses to your price breaks. or by a certain deadline. On the Edit Price Element List page. you can define as many price breaks as are appropriate. The list status (Any. You can then enter different assumptions into the system and have it calculate which response is the best. For example. When you have entered the search data. click Apply. click Go. you receive the responses shown in the table below. Page 86/209 .

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

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

Bid decrement accelerates improvements in bid prices and can help you quickly reach . o Bid Decrement If you enable bid decrement. Bid decrement enables you to eliminate fractional improvements in bid prices. 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.Oracle Sourcing Help If you want to ensure that specific details accompany every response to an auction item. All participants will be required to submit the requested attribute information with their responses. you communicate to participants the threshold beyond which you will not award the auction item. They are not carried over from one round of bidding to and subsequent round.and surpass . Using AutoExtend and Bid Decrement processing (auctions only) o AutoExtend If you set AutoExtend to "yes. and mark the item attributes as required. o Quote/Bid Start Price Starting price for one unit of your negotiation item. you set an "ideal" threshold toward which the most competitive responders can strive. By displaying a target price.your target 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. By enabling AutoExtend. o Target Price Price you hope to pay for one unit of your negotiation item. add those details as item attributes. you specify that bids must improve by the minimum amount you choose. Setting a Quote/Bid Start Price and a Target Price You can set a Quote/Bid start price and/or a target price for each item. you allow all bidders the extra time to match and surpass the most competitive bids." your auction is automatically extended if a new best bid is received during the AutoExtend window. You can also quickly spark a round of competitive participation around your target Page 89/209 . By setting a start price.

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

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

Note that you can move the inactive date forward in time to extend an event. 2. Using spreadsheets Page 92/209 . you can create and manage public Reusable Attribute Lists. 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. have previously created. If you are assigned the Manage Invitation List job function. Your template will contain the features that are similar among the negotiations you commonly create. terms and conditions. This can help you standardize your business practice as well as speed up the negotiation creation process. Invitation lists can be shared across the company. This allows you to standardize business practices and save time. you may want to create a template that you can use each time you create a sourcing document. Using Reusable Invitation Lists You can create Reusable Invitation Lists containing names of suppliers who you frequently invite to your negotiations. To modify an event's information click Edit. An attribute list is a grouping of attributes that are commonly used together to describe a good or service. If you are assigned the Manage Sourcing Document Templates job function. 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. or any other users in your organization. If you are assigned the Manage Attribute List job function. you can modify the description and inactive date. The public lists will be available for Sourcing buyers at your company. you can create attribute lists for use by all Sourcing buyers at your company. you simply open the template and add to or edit details of the template as necessary. in addition to your private ones. 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 also create and manage public templates in addition to your private ones. On the Edit Event page. The public document templates will be available for every Sourcing buyer at your company.1. The details of the document such as the controls.4.Oracle Sourcing Help 5. Using document templates If many of the negotiations you create contain the same features.

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

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

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

4. Verify your negotiation information. or auction). otherwise click Publish to open it for responding. Once you have found the negotiation you are interested in. conditions. click the Copy icon at the right of the page.7 What are contract terms and conditions. 2. Once the page refreshes. and deliverables are available if Oracle Procurement Contracts is implemented). RFQ. Note that most of the information you defined previously is carried forward into the copy. Edit your new negotiation by continuing through the creation steps. click Apply. click Review. then click Submit for Approval if approvers are specified for this negotiation. When you have finished creating your new negotiation. 3. 5. Search for the negotiation you want to copy. You need the Manage Contract Terms responsibility to create and maintain contract terms on negotiation documents. After you have finished defining your deliverable. To copy an existing negotiation: 1. you can click Apply and Create Another. On the Create Negotiation page. click Contract Terms in the navigation bar at the top left side of the page. 2. you can define your next deliverable. 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. If there are multiple deliverables to define.6 How do I copy a sourcing document? You can copy sourcing documents that you or any other users in your organization have created. and how do I use them in my negotiation? If Oracle Procurement Contracts is installed and licensed. 2. you can create contract terms and apply them to your negotiation. You need the Contracts Terms Library Administrator responsibility to create and maintain clauses and contract templates in the Contract Terms Library. Page 96/209 . You can use contract terms to specify legal and other requirements for your negotiation. You can copy an existing document to create a new document of the same type (RFI. You can click the negotiation number to see details about the negotiation.Oracle Sourcing Help 6. This includes any contract clauses or deliverables (terms. Clicking Copy places you on a new Create Header page with the existing information inserted. 4. Note that you will have to specify new Open Date and Close Date values 6.1. Click "Copy" under the Create section of Quick Links on the Negotiations Home page.4.1.

For AutoCreated lines. This includes all the other tasks such as creating your header. Once the new draft negotiation has been created. 4. you may wish to view the requisition line information for the lines that AutoCreate carried over from Oracle Purchasing. you can access it and continue creating your negotiation. click the requisition number link to view detailed information on the line. click the requisition number link.Oracle Sourcing Help 2. The Create Lines page displays any lines AutoCreate created using requisitions in Oracle Purchasing and allows you to create additional lines if necessary. The Requisition Line Details page displays information in the following areas: o Requisition Page 97/209 . you may need to view the demand linked to a particular negotiation line. adding any additional lines. 3. 6. To view the backing requisition information during negotiation creation: 1.4. Along the way. 5. When you have completed your contract terms.8 How do I view the backing information for lines AutoCreated from Oracle Purchasing? You can use the AutoCreate feature of Oracle Purchasing to use existing requisition information in Oracle Purchasing to create an RFQ or auction in Oracle Sourcing. 2. See the Oracle Procurement Contracts online help for information on using contract templates. you must correct them and validate again. and then click the Details icon. specifying negotiation controls. continue by either clicking Suppliers to define a supplier invitation list. or clicking Review to inspect the negotiation prior to publishing it. On the Requisition Summary page. Or you may need the name of a contact who can answer questions you have about the negotiation line. If you receive any error messages. delete or modify text. You can see this line information on the View Requisition Line Summary display. Click Apply Template. See the Oracle Procurement Contracts online help for instructions on modifying clauses. You can add. For example. You can edit the clauses applied by the template as needed. 3. and possibly inviting suppliers. 5. On the Create Contract Terms page. 2. After you have created your header by adding a title (and adding/modifying any other information) clicks Lines in the top left navigation bar. 4. Select Validate from the Actions menu to verify the validity of the contract terms you are defining. search for and select a contract template from the list of values.1.

but more of a service or activity.4. inviting additional suppliers. 2. This includes the entire life of the sourcing document from the initial creation to the award process.1. Click the number link in the Line column.4. For the line whose requisition information you wish to view. you might need to negotiate training or consulting services. click the Lines subtab. This takes you to the Requistion Detail page. click the number link in the Requisition column. This takes you to the Requisition Summary page. Each member can be assigned specific tasks.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. From the negotiation summary page.1. 3. Access the negotiation. 4. For example.10 How do collaboration teams work? When creating a negotiation. Such activities can be negotiated by using amount based line types. When you create a negotiation. 2.9 What are amount based line types. the quantity and unit of measure defaults to the values defined by your administrator and is display only. Buyers can optionally grant full access to some team members while restricting others to read-only access. and creating document outcomes. awarding business to supplier. Page 98/209 . Such tasks could include defining the item attributes. The possible values are defined in Oracle Purchasing. and how are they used? Sometimes the item you need to negotiate is not a number of discrete units. If you select a line type that is amount based. A category value may also appear if your administrator has defined a default category for that line type. buyers can nominate collaboration team members to participate in the creation and administration of the sourcing document. you can specify that an item is amount based by selecting an amount based Line Type value. and some team members may be required to approve the final document before delivery to potential suppliers. 2.

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

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

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

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

you can create documents that negotiate for many different types of services. For temporary labor line types. The charge for this type of service is based on a flat amount for the service provided. or click Load from Spreadsheet to upload a previously completed spreadsheet file containing all the line information 2. 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. rate-based line type. The charge for this type of service is based on hourly rates per person. Job Details. and click Go. if appropriate. Create attributes as needed to solicit additional information for this line. 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. . If you need to specify price breaks. 8.3 How do I define services related lines? Services related line types allow you to negotiate on labor contracts. maintenance services. and specify the differential associated with this price type. vacation). Fixed-price temporary labor such as contractors. Page 103/209 . You can include services-related lines with regular amount-based and goods-based lines. click Select Price Break Settings and ensure it is not set to None. rate-based line: 1. General services fixed-price lines use a negotiation outcome of standard purchase order.2. temporary administrators. make sure you select the Global Agreement checkbox. From the Add Line menu on the Create Lines page. 3. Enter your price breaks including Price Differentials. or consulting services.Oracle Sourcing Help 2. To define a temporary labor. Enter values in your price fields if necessary. Specify how price differentials are to be used within the negotiation (for example. Also. 2. 6. is a response to the price differential required) 7. 5. 9. Fixed-price services such as corporate accounting services. There is a fixed amount limit attached to the service. ensure that you choose Blanket Purchase Agreement as the negotiation outcome for temporary labor line types. select Online to continuing entering your line description online. The Description. 4.2. Unit of Measure and Category will default according to the Job you select. make sure you select a temporary labor. Select the price type (for example. On the Lines: Create Line page.

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

select a negotiation and click the appropriate button (Edit. You can also monitor the progress of your open negotiations. Unlock. 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. continue by either clicking Suppliers to define a supplier invitation list. This takes you to the negotiation summary page for that negotiation. you must correct them and validate again. 3. search for the negotiation you wish to access. Select Validate from the Actions menu to verify the validity of the contract terms you are defining. Click the "Manage" link under Draft in the Quick Links section of the Negotiations Home page. On the Manage Draft Negotiations page. you may have several ongoing negotiations. If you receive any error messages. 2. 4.Oracle Sourcing Help 3. To create a new negotiation: Click the appropriate link under the Create section of Quick Links. You can add. 5. See the Oracle Procurement Contracts online help for instructions on modifying clauses . To access a draft negotiation: You can use draft negotiations to spread out the creation process over several sessions. From here. or clicking Review to inspect the negotiation prior to publishing it.3. Follow the instructions in How do I create a new negotiation? to create a new negotiation. From the Results display. To search for your negotiations in progress: At any one time. Review and Submit). When you have completed your contract terms. You can also use drafts to allow a team of collaborators to all work on the same negotiation. To access a draft negotiation: 1. delete or modify text. You can edit the clauses applied by the template as needed.3 2. 6. 2.1 Monitoring Negotiations How do I access negotiations? The Negotiations Home page is the central point of access for all your negotiations. Page 105/209 . Click Apply Template. you can create and submit new negotiations and continue working on any draft negotiations you have in progress.

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

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

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

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

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

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

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

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

click Full List. click Full List. select the Extend RFQ/Extend Auction option from the Actions menu and click Go.11 How do I extend a negotiation that is in progress? You can extend an negotiation beyond its scheduled close date and time only if you set your response controls to allow manual extension. 2.Oracle Sourcing Help 2. click the negotiation number for the negotiation you wish to extend.3. Additionally. 2. and your new award date is January 27. 5. Under the Your Negotiations at a Glance section of the Negotiations Home page. you entered an award date. If you don't see the negotiation. your new close date is January 18. Click Apply. if your negotiation includes a January 15 close date and a January 20 award date. On the negotiation summary page. If your negotiation is not displayed. You cannot manually extend your negotiation after it has closed. 3. 2. need-by date. To manually extend your negotiation: 1. You can also enable AutoExtend or modify your AutoExtend settings if you wish. you cannot extend an auction after its first AutoExtension has been triggered. On the Extend RFQ/Extend Auction page. To add suppliers to a negotiation: 1. 4. 6. However. when creating this negotiation. Click Apply. For example. Under the Your Negotiations at a Glance section on the Negotiations Home page. On the Invite Additional Suppliers page. If. Enter a new close date and time. if you extend that auction for only 3 days. and/or long-term agreement dates. 3. Select Add Invitees from the Actions menu and click Go. click the negotiation number link for the negotiation to which you wish to add additional suppliers.3. your new close date is January 22.10 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. A notification will be sent to all participants. and you extend that auction for 7 days. Page 114/209 . specify a new close date and time. 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. and your award date remains January 20. follow the instructions to add new suppliers.

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

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

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

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

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

Note that you cannot manually close an auction after its first AutoExtension has been triggered.17 How do I create an amendment to a negotiation? After publishing a negotiation. select the Cancel RFQ/Cancel Auction option from the Actions menu and click Go.15 How do I close a negotiation before its scheduled close date and time? You can close a negotiation early only if you set your response controls to allow a manual close. Amendments can be created anytime after the preview date/time (or open date/time. the responses to your negotiation do not meet your needs. 3. you can enter a text note to participants explaining why you are canceling the negotiation.16 How do I cancel a negotiation? Sometimes. 2. enter a note to your suppliers. the buyer can update information defined in the document if necessary. In any of these cases. On the negotiation summary page. if no preview date/time was specified) and before the close date/time. If you do not see the negotiation. 2. click Full List. select the Close Early option from the Actions menu and click Go. This update is called an amendment. Click Apply. there may have been too few responses. 2. This note is included in the notification that will be sent. On the Cancel page. Respondents are notified that the sourcing document has been amended and are required to review their previous response and resubmit it in accordance with the amendment. 4. To close your negotiation early: 1. 5.3. Under the Your Negotiations at a Glance section of the Negotiations Home page.Oracle Sourcing Help 2.3. 4. Under the Your Negotiations at a Glance section of the Negotiations Home page. If desired. For example. Also the line requirements have changed. Click Apply. you may wish to simply cancel the negotiation. Page 120/209 . or the terms of the responses are not acceptable. On the Close Early page. click the negotiation number for the negotiation you wish to cancel. enter the new date and time you want to close the negotiation or choose to close it immediately. 1. click the negotiation number for the negotiation you wish to close. 2. 3. or the items are no longer needed. On the negotiation summary page.3. The system notifies all the invitees and participants of the cancellation.

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

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

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

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

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

Oracle Sourcing Help Page 126/209 .

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

you can choose to download only the responses from the remaining shortlisted suppliers. Once a line has been totally awarded. You do not have to award a line. You can choose to leave it unawarded. To award using a spreadsheet: If you wish to download the responses for a negotiation. Follow the instructions in Step 2 and Step 3 above to enter that line's award decision 7. select the line you wish to award and click Award. 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. On the Award by Line page. but you can award less. 3.4. o o 3. an awarded chekmark appears for the line. If you have removed any suppliers from the shortlist. For quantity-based line types. Select the next line to be awarded and click Award. On the Award Line page. 4. you cannot award more units than specified in the negotiation quantity. For amount-based line types. Select the supplier(s) to whom you wish to award this line and enter the number of units to be awarded in the Award Quantity field. you can split the award by entering a value in the Award Quantity for each supplier. Click "Award by Line" to return to the Award by Line page. For each line. select Award by Spreadsheet from the Actions menu. 6. Click Save Award To award a single line to a supplier: 1. Once you have selected the suppliers and specified the number of units to be awarded to each. This is useful if you have received a large number Page 128/209 . 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. 2. the award simply identifies the supplier from whom business will be awarded in the future .Oracle Sourcing Help line in the negotiation. 5.5 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. Continue until all lines have been awarded. 2. click Save Award. you see all the suppliers that responded to this line.

Using subjective scoring. 6. 2.4. During this process.6 How do I manually score header attributes? Using header attributes. you should also download the Instructions file. If you have never used spreadsheet files before. The system will calculate a weighted score based on the score value you entered for each attribute. These attribute scores are then added up and the total is the total score for that response. select Export Quotes/Bids from the Action menu. On the Export Quotes/Bids to Spreadsheet page. you can manually score the responses you receive for a negotiation. upload your awards into the system. To enter straight scores. you can enter a subjective score for the header attributes. To download responses: 1. weighting is implied in the maximum score for each attribute. Save the file to a convenient location. 3. How is a response's score calculated? There are two ways to define header attributes depending on how you wish scores for the response to be calculated. You can download bids whether the negotiation is open or closed. You can use an Excel spreadsheet file or a text spreadsheet file. Page 129/209 . You can also update the spreadsheet with your award decisions and then upload it to identify winning responses. From the Your Negotiations at a Glance section.Oracle Sourcing Help of responses and want to compare them offline. Save the file. 5. you first define the header attributes including weights and maximum scores during the creation of the negotiation. select the type of spreadsheet you wish to down load. you enter a number (up to the defined maximum) for each attribute score. 4. On the Negotiation Summary page. click the negotiation number for the negotiation to access the Negotiation Summary page. 2. You can enter straight scores for an attribute. Open the file and complete it according to the directions in the Instruction file. you can also specify whether the supplier can see the scoring criteria. 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. After you have completed your award decisions. Once a response is received. With this method.

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

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

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

4. 4. You can see you award information by clicking the link under the Details column (or by clicking "Show All Details"). click Create Purchase Order to access the Create Purchase Order page (note that you can also access this page by selecting Create Purchase Order from the Actions menu). 5. specify the start and end effective dates. click the link to return to the negotiation summary page. To generate a purchase order document: 1. 4. The Confirmation page informs you that the award is complete. Click Submit. On the Review and Submit Complete Award page. you can obtain information on the supplier to whom you awarded business. 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. so you may wish not to notify suppliers until a later date when the purchase document is fully approved). If you have an approval procedure set up in Oracle Purchasing. 3. 6. you return to the negotiation summary page to complete the award process and generate a purchase order document. you can use an Acceptance Level value of Document and Signature to perform contract binding. you can choose whether or not to create a purchase order document. On the Confirmation page.Oracle Sourcing Help 2.12 How do I generate a purchase order document? Once you have saved your award decisions. In you are creating a blanket purchasing agreement. Select Complete Award from the Actions menu and click Go. click Submit if you wish to complete the award process. On the award Confirmation page. 3. On the Complete Award page. 2. 5. Choose an Acceptance Level from the drop-down menu. To complete the award process: 1. Page 136/209 . click Initiate Approval to begin approval for this purchasing document. 2. See What is contract binding? for more information. On the Create Purchase Order page. If Oracle Procurement Contracts is installed and licensed.

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

select the type of search from the "Search Negotiations" menu. 1. and click Go. To see the complete list of negotiations you created. Note that the display shows only a limited number of negotiations. security level. You can use any combination of these search criteria to reduce the number of results you receive. You can click the responses link to go to the History page where you can see the details of any responses. enter a value for the search criteria in the Search Negotiations fields at the top of the Negotiations Home page. These include those mentioned above as well as type. title. you select one of the criteria mentioned above from the drop down menu. There are several criteria you can use when performing a search to restrict the number of search results. The Your Negotiations at a Glance display shows all negotiations you created in order of time left before their close date/time. and a last closed and being awarded. specify a search value and click Go. another open and being responded to. When using the advanced search. You can select one of two search methods: simple and advanced. on the Negotiations Home page. To perform an advanced search. and task number. When using the simple search method. One may still be in its preview period. These include number. For others you enter values. From the Your Negotiations at a Glance display. A common task is monitoring and administering all these different negotiations.1 Searching for your negotiations in which you are participating: At any point in time.1. For some fields you select menu options. item. or supplier.2 Searching for all negotiations to which you have access: In addition to the negotiations you own.1. style. Page 138/209 . 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.Oracle Sourcing Help 2. All these negotiations can be viewed and accessed from the Your Negotiations at a Glance section of the Negotiations Home page. you may have several negotiations that are in different states. click Full List. 2.5. supply a search value. creator. event. you can click the negotiation number link to go to the negotiation summary page to see details of the negotiation. Enter search values for as many search fields needed to qualify your search. To perform a search. status. To perform a simple search. project number.5. item category. you enter search values for multiple search fields. click Advanced Search.

Click the Manage quick link under Drafts on the Negotiations Home page.1. Click Review and Submit to publish the draft. you can send invitation notifications to particular suppliers inviting them to participate in the negotiation.5. and proximity to open date (specified as the number of days outstanding).3 Searching for draft negotiations You can have draft negotiations which you and/or a group of collaborators are preparing for submission at some time in the future. select a search type from the menu. 2. and click Go. 2. Click "Responses" to go to the negotiation History page where you can see information on current responses. 2. click Unlock to access it. negotiation creator. as well as information provided by the supplier company itself. 4. the Supplier Master. To search for and manage a draft negotiation: 1.5. Click Edit to update the draft. o You can search the Approved Supplier List to identify suppliers who sell a particular item or commodity. Scroll through the Results: Negotiations display until you find the correct negotiation. You can also search the Approved Supplier list for suppliers of a particular status (for example. Select the draft and continue processing. You can search the Supplier Master to identify suppliers who meet certain criteria. Click the Number link to go to the negotiation summary page where you can see information on the negotiation. You can identify the suppliers you wish to notify by searching information in the Approved Supplier List. Enter your search values. negotiation title. Scroll through the Results display until you see the target draft. 2. 5. On the Manage Draft Negotiations page. When you are finished. for example. minority-owned or small business.4 Searching for suppliers: When creating a negotiation.Oracle Sourcing Help When entering values. You can search on negotiation number. You can use % as a wild card value 3.1. If the draft is locked. o o On the Search and Select: Suppliers page Page 139/209 . You can search both the Approved Supplier List and the Supplier Master at the same time. click Go. You will also search for suppliers to add them to reusable invitation lists and/or negotiation templates. you can use % as a wildcard. approved or new).

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

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

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

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

To run the Savings by Category report. you can generate a Savings by Item (Section 7.3. The report is sorted by category.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. Amounts do not include lines where award quantity and award amount are unspecified. Page 144/209 .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. 4. Note the following when generating and evaluating report information: When entering a category search parameter. savings is zero.2.Oracle Sourcing Help 4. the report reflects only the system-hosted catalog item categories. If Current Price is not available.3 Awarded Bids Detail report What is the Awarded Bids Detail report? The Awarded Bids Detail report displays detailed information about auctions for which business has been awarded.2. You can view the supporting awarded bid by clicking the Auction number or Bid number. Any report displaying calculated amounts do not include any RFI amounts.1. with the category with the highest productive award appearing first. Section 4. the report reflects only the system-hosted catalog item categories. Amounts do not include lines where award quantity and award amount are unspedified.1. Blanket Purchase Agreement.1.1) report for the items listed. or All Outcomes. see "How do I run the reports?" Note: For the Auction Outcome report parameter.1. see.2. To run the Awarded Bids Detail report. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. Once you have generated a Savings by Category report. select Standard Purchase Order. Any report displaying calculated amounts does not include any RFI amounts.

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

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

On the Negotiations Home page. Click the link for the report you want to run. The Sourcing Reports page displays information on the reports in the system. Click Export to Spreadsheet to download the report. see "How do I run the reports?" Page 147/209 . o o Category (if available) Select the category of interest using the search icon next to the field. See "How do I export report data to a spreadsheet?" 4. Currency Select the currency of interest. You can sort the report by clicking on the any of the underlined column headings.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). click the Reports tab. o 4. (Not all reports have all of the following search criteria.1 How do I run reports? 1. 4. 2. and click Go. It also gives a breakdown by negotiation type of the total amount of money transacted. Once the report displays.3. if desired. the report defaults to your functional currency. as well as the total amount awarded to this supplier. transactions for all currencies. including the selected currency and the currency code. click Show Chart (if available) for a graphical representation of the report.Oracle Sourcing Help To view transactions in all currencies: When you view transactions for a selected currency in a report. 3.2 Intelligence Reports 4. are displayed. Enter any search criteria into the appropriate fields. To run the Awards by Supplier report. the report shows the total amount generated by each sourcing transaction type (bid or quote). If left blank.) An asterisk (*) indicates a required field: o *From and Through Date Enter a date range for extracting and summarizing transactions. In the spreadsheet.1. only transactions for that selected currency are displayed. For each supplier. 5. if you want to view all transactions completed in all currencies. Suppliers (if available) Select the suppliers of interest using the search icon next to the field. However.2. you can export the report data to a spreadsheet.

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

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

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

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

1. Page 152/209 . price elements.4 How do I view the details of a negotiation before placing a response? 1.2.1. Click the negotiation number to access the Negotiation Summary page. Attachments can be viewed by clicking the paperclip icon. Monitor the action in the negotiation in which you are participating. The Notes and Attachments section displays any text messages from the buyer and any attached files.1. This includes such information as the time the negotiation. Find a negotiation in which to participate (See Section 2. detailed item information. (See Section 5. pricing. (See section 5. or quote). Alternatively. If the item has attributes. To respond to a negotiation you must: 1.3 How do I respond to a negotiation? Suppliers can respond to public negotiations and private negotiations to which they have been invited. Submit your response (bid. shipping and billing information. Under Open Invitations.4.1 “How do I monitor negotiations to which I've responded”). 2. or price breaks associated with it. 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.Oracle Sourcing Help Creating and managing sourcing events Updating profile information Viewing award decisions Updating profile information 5. you can view information on the item attributes by clicking the "View" link under the Details column. use the Search Negotiations fields to access the Active Negotiations page. 5. click the negotiation number to access the Negotiation Summary page for the negotiation in which you are interested.6 “How do I submit a response online”). The Negotiation Summary page displays all the current information for this negotiation. the response controls. 3. 2.1 “How do I access negotiations”).

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

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

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

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

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

click the negotiation number link under Your Company's Open Invitiations to view negotiations to which you have been invited. you see any notes and attachments assigned by the buyer to the line.1. 4. The second attachment is the line attachment. The negotiation summary page displays all the information on the negotiation broken down into a tab-oriented form so you can easily view the information contained in the different sections of the negotiation. you can view these specific item details (if allowed by the buyer) and enter additional values to target your response. Notes and attachments can be assigned to the negotiation header or the negotiation lines.Oracle Sourcing Help 5. the page displays the negotiation header information. Alternately. By default. The first attachment is the requisition header attachment.1.7 How do I view the attachments associated with the negotiation to which I am responding? In addition to the typical negotiation information. Page 158/209 . When you respond to a negotiation that includes item attributes and/or price elements. there will be two attachments for each line. providing a search value and clicking Go. 2. Once you have viewed all your attachments. click that line's number link. To view the notes and attachments: 1. If this line was AutoCreated from Purchasing and there was both an attachment at the requisition header level as well as attachments at the line level. search for an open negotiation by selecting a search criteria. click Return to Negotiations to return to the negotiation summary page. 5. Price elements identify additional costs associated with an item which need to be negotiated in addition to the item price. From the Negotiations Home page.8 How do I use item attributes and price elements when responding to a negotiation? When creating a new negotiation. On the Line: page. a buyer can add item attributes and/or price elements to any item(s) in the negotiation. To see the detail information for each line. on occasion the buyer may need to communicate or request additional information such as specialized requirements. Click the negotiation number link to display the negotiation summary page. 3. Click the Lines subtab to see details of the negotiation lines. From this page you can continue placing a response. The buyer can use the note text box for short communications or use attachments for larger amounts of information. 5.

You cannot proxy bid on any items that have price elements. select the category from the View menu. 5.1. In an auction that includes more than one item. and Lose for any item on which you have been outbid. 5.Oracle Sourcing Help Item attributes provide extra information about a negotiation item. you can proxy bid on some items and bid manually on others. On the Create Bid page. By providing item details and specifications in item attribute fields. Click Create Bid to deactivate AutoRefresh and place a bid on the auction.1. your responses to an item's attributes are scored and weighted to allow the buyer to make more informed decisions. Select the auction and click Respond.9 What is AutoRefresh? AutoRefresh enables you to continuously monitor the bidding in an auction before or after you submit a bid. Item attributes make a negotiation item more descriptive and can be used to ensure that all responses submitted for the item include details not included elsewhere in the item information. Page 159/209 . On the AutoRefresh page. Locate an open auction in which you'd like to bid. then click Go. Your bid status is No Bid for any item on which you have not placed a bid. you can set your responses apart from your competitors' responses and enable buyers to make better-informed award decisions. They define 1) unique specifications that are set for a negotiation item. 2. you can adjust the AutoRefresh interval setting to change the length of time between page refreshes. Item attributes also allow you to provide more information and details when entering responses. The AutoRefresh page updates the current best bid price and your bid status for each item in the auction. In Multi-Attribute Weighted Scoring negotiations. and 2) the details that a negotiation participant should provide when entering a response for that item. 5. Win for any item on which you have the current best bid price. 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. 3. If you want to display only those auction items that are included in a specific category. 4. To activate AutoRefresh: 1. click AutoRefresh On. Such costs can include discrete charges such as import duties or activities such consulting or training costs.10 What is proxy bidding and how does it work? By activating proxy bidding.

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

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

If you want to return to your original bid prices. 2. You can download an Excel spreadsheet or a text spreadsheet. your bid status does not change yet. for example. 5. Page 162/209 . then click History to review responses. After you have located a negotiation on which to bid. Save the file. 3. You can create the spreadsheet once and then make only the modifications necessary for a particular negotiation. Access the auction on which you want to rebid. When you are satisfied with your power bid prices. Save the spreadsheet file to a convenient location. Because you are only previewing your power bids. 6. You can then enter a new power bid percentage and click Go to revise your power bid. As you prepare to respond. On the Quote/Bid by Spreadsheet page. click Submit Bid and review the details of your bid. 3. On the Create Bid page. select the type of file(s) you wish to download. click the negotiation number and review the negotiation's details and lines. even if your new bid price exceeds the current best bid for any auction item. Bulk loading is also useful if you respond to similar negotiations that occur repeatedly. 4. 4.1. Open the spreadsheet file and complete according to the instructions in the Read Me file included in the zip. select Create Quote/Bid from the Action menu and click Go. From the negotiation summary page. 7. click Clear Changes. 5. Navigate back to the Quote/Bid by Spreadsheet page. To download a spreadsheet and prepare your bid or quote offline: 1. Click Recalculate to preview your power bid prices.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. The recalculated price appears in the Price field. you may want to look at responses that have already been submitted (not viewable in blind or sealed auctions or in RFQs). Access the open negotiation to which you wish to respond. Your bid prices so not take effect until you click Submit Bid.Oracle Sourcing Help To use power bid: 1. Enter numbers. 5. enter the power bid percentage by which you want to decrease each of your bids in the auction.25. 2.

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

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

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

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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Oracle Sourcing Help

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

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

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

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

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

5.2.3

How do I track the status of my responses?

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

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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. 5. Your Response Number The number you assigned your response. or Buyer's Auction Item Description Description of the negotiation item. participants can communicate with each other by entering into an ongoing conversation called an online discussion. The Rejected Items page shows: Response Number The number assigned to your response by the system.| Type The type of negotiation: RFQ.7 How do buyers and suppliers communicate while a negotiation is in progress? There may be times when buyers and suppliers need to contact each other directly for additional information or clarification. Response Quantity The number of item units you offered to sell the buyer. Once a negotiation has been published.Oracle Sourcing Help 5. Reason Any message provided by the buyer explaining why the item was not awarded. Page 170/209 .2.6 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. The Rejected Items page allows you to drill down into detailed information about the negotiation and your response to it. Response Price The price at which you offered to sell the item. if any.2. Promise Date The date by which you promised to deliver the item.

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

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

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

On the Acknowledge Amendment page. Search for the negotiation. the buyer may need to update some of the information defined in the sourcing document. When the prompt box appears. open and inspect the print directly. To respond to a negotiation that was amended before your first response: If the amendment was made prior to your first access. If there are multiple amendments. you must have reviewed all the amendments and placed a response to the latest one. you can continue to respond to the negotiation normally. 3. search for the negotiation for which you wish to print the contract terms by clicking the negotiation number link. 1. review the document information. 6. 4. Select the negotiation and click Respond. Click Yes. On the Negotiations Homepage. On the Negotiations Home page.10 How do I respond to an amendment to a sourcing document? After publishing a negotiation. Once a document has been amended. To be eligible for an award decision. 2. you must review and acknowledge the amendments and place a new response. Click Preview Contract Terms. 2. 5. On the negotiation summary page. select Print Document from the Actions menu. 2. search for the negotiation you wish to print by clicking the Negotiation Number link. Once you have acknowledged all the amendments. you must review and acknowledge each one. You are informed that the negotiation has amendments and are prompted to acknowledge them. open and inspect the print directly or save it to a location and review the document locally. 3. Page 174/209 . Such updates are called amendments. 4. click the checkbox and then click Acknowledge. 5. you will only be able to respond to the amended version. When the prompt box appears. or save it to a location on your machine and review the document there To print contract terms only: 1. Click the Contract Terms link in the navigation bar.Oracle Sourcing Help To print a negotiation (for suppliers): 1.2. 3.

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

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

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

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

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

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

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

the decrement percentage will be calculated based on a bidder's original bid price. Line Types A negotiation line item's line type determines whether the line item refers to goods or services (other line types can also be defined). but will be applied to the bidder's current bid price. For example: Auction #1234. bid decrement = $100 Bidder A's original bid = $1. bid decrement = 20% Bidder B's original bid = $1. 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.000 Bidder A's second bid = $900 Bidder A's third bid = $800 Auction #2234.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). 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 . M Minimum Bid Decrement The minimum amount by which bids must decrease This is set in the auction's bid controls.

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

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

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

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

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

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

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

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

3 Documentation Accessibility Our goal is to make Oracle products. a Windows screen reader. visit the Oracle Accessibility Program Web site at: http://www. our documentation includes features that make information available to users of assistive technology. however. with good usability. This documentation is available in HTML format.3. 6.1 Accessibility of Code Examples in Documentation JAWS. may not always correctly read the code examples in this document. To that end. Page 195/209 . JAWS may not always read a line of text that consists solely of a bracket or brace. and must be fully installed to take advantage of their features. and supporting documentation accessible. Oracle neither evaluates nor makes any representations regarding the accessibility of these Web sites.Oracle Sourcing Help 6. 6.2 Accessibility of Links to External Web Sites in Documentation This documentation may contain links to Web sites of other companies or organizations that Oracle does not own or control. and contains markup to facilitate access by the disabled community.4 Product Integration and Licensing This documentation includes information about many features of Oracle Applications other than this product. The conventions for writing code require that closing braces should appear on an otherwise empty line. These other Oracle Applications may require separate licenses. 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. Standards will continue to evolve over time. to the disabled community. services.oracle.com/accessibility/. For additional information. 6.3.

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

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

Buyer cannot create inactive lists . 3.1 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. Amounts do not include lines where award quantity and award amount are unspedified. Note the following when generating and evaluating report information: o o o o When entering a category search parameter. the report reflects only the system-hosted catalog item categories.2 Reusable Attribute Lists 7. see "How do I run the reports?" Note: For the Auction Outcome report parameter. Click "Attribute" under the Reusable Lists area of Quick Links on the Negotiations Home page . Page 198/209 . Any report displaying calculated amounts do not include any RFI amounts. To create an attribute list: 1. 7. enter a name and description of your list and select a status. savings is zero. To run the Awarded Quotes report. select Standard Purchase Order. If you include an attribute list in a negotiation template. Active lists are available for use by buyers during negotiation creation. 2. Blanket Purchase Agreement.4 What is the Awarded Quotes report? The Awarded Quotes report displays information about the selected RFQs that have been awarded in the system. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity.1. On the Reusable Attribute Lists page. or All Outcomes.Oracle Sourcing Help 7. If Current Price is not available. You can view individual quote details by clicking the quote number. 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). click either Create Header Attribute List or Create Line Attribute List . Attribute lists are named groups of line attributes (line characteristics) that applies to a line in a negotiation. On the Create Header Atttribute List/Create Line Attribute List page.2.

See How do I score header attributes? for details on how weighted scores are used. Click Add Another Row and continuing defining attributes until you have finished entering attributes. it only applies to new 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. Weighted scores for all header attributes are added together to give the total score for a response. Display scoring criteria to suppliers Select this checkbox to allow suppliers to see the criteria you will use when scoring their responses. You use this column to weight this attribute in relation to all the other header attributes. You define the following defaults: Enable weights If you click this checkbox. and financial visibility. Complete the required attribute fields. Note: The settings you specify here apply to all header attributes.Oracle Sourcing Help 4.3. you can choose to also define header attributes. Weights are used along with the scores you enter during the analysis phase of the negotiation. a Weight column appears in the Attributes section in addition to the other attribute columns.3 What are score settings and how do I use them with header attributes? While defining your negotiation header.1 What are header attributes and how do I use them? You can define header attributes that apply at the negotiation level. 7. to calculate the value for a supplier's response to this attribute. Knowing such information provides you with a better understanding of the Page 199/209 . You can enter a number that represents the highest number that can be entered for any header attribute. If you change the max score. personnel qualification. 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. Select Scoring Settings above the Attributes table to define the defaults that will be used for your header attributes. Click Submit 7. Default maximum score.

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

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

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

Oracle Sourcing Help By default. or discrete costs such as shipping fees. In addition. 3. You can also move directly to either the beginning or the end of the negotiation by clicking the appropriate small arrow icon.6 Why are some RFQs and auctions associated with a sourcing event? In some instances. Sourcing Buyers may also have been assigned this job function by the system administrator. Click View Event Negotiations to see details of the sourcing event. hours. rather than searching for them individually. and the display is automatically refreshed using the new increments. 2. Select the increment you want from the drop down menu. Select the event you want to view. Once you create the appropriate price elements. Such costs could include services such as training or consulting. you must respond to each individually. 7.7 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. Page 203/209 . The Sourcing Super User has this job function by default. You apply this element list to your auction or RFQ. You must be assigned the Create Price Elements job function to create price elements. Buyers can specify when they create the auction or RFQ how much they are willing to pay for these additional costs. then click Auctions or RFQ in the task bar directly below the tabs. events enable suppliers to quickly locate and participate in multiple similar RFQ/Auctions. You can condense or expand the display by controlling its time display increments. Though the RFQs or auctions grouped in a sourcing event are related. Sourcing events help both buyers and suppliers monitor multiple RFQs/auctions as a group rather than individually. These costs can then be negotiated between a buyer and supplier just like the item price. The time values shown across the bottom of the display can help you determine the relative timing of different responses. To access an event: 1. Click the Negotiations tab. you can combine them into a price element list. Click the "View All Events" link. or days. 7. the buyer may create a sourcing event to group together several related RFQs/auctions. the display begins at the time the negotiation was opened. The display can be shown in minutes.

Please see How do buyers and suppliers communicate while a negotiation is in progress? (See Section 2. select the language for which you are defining the price element. You can define the same price element to every language installed." 5. click the Auctions or the RFQs tab. enter information for the following fields: Code . Per-Unit . 7.9) Page 204/209 . 2.a fixed amount regardless of the number item units. 3.a text description of the price element Pricing Basis . 4.Oracle Sourcing Help To create a reusable price element: 1. Fixed Amount . On the Create Price Element page. You return to the Price Elements page.4. 6. Click "Price Elements" under Auction/RFQ Tools. On the Price Elements page. Description . Click "Create Price Element. % of Item Price .a fixed amount for each unit of the item.8 Can suppliers communicate with each other while a negotiation is in process? This file has been obsolete. You can change the statue to Inactive to prevent the price element from being added to any negotiations.a percentage of the final negotiated item price. When you have finished entering. Status . From the Sourcing Welcome page.The default status is active.how the cost for this price element is determined.this name must be unique within all price element names. click Done.this code must be unique within all price element codes Price Element Name .

Oracle Sourcing Help 7. Add the clauses to a contract template. Non-Standard Clauses Non-standard clauses exist only in business documents. 7. not in contract templates. Standard Clauses A standard clause is a clause defined in the Library (See Appendix 7.9. 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. Clauses are drafted based on both business and statutory requirements. You can create templates that include both clauses and deliverables. Approve the contract template.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. you must perform the following steps: 1. These templates can then be used to default clauses and deliverables on a contract. or you can leave the clauses in draft form. Prior to approval. You can either approve clauses before adding them to the contract template. Apply the contract template to a business document. 2. In order to make standard clauses available to be used in business documents.1 About Clauses A standard clause is the legal or business language used to author a contract.2 “About the Contract Terms Library”). or a standard clause that you edit and make non-standard. A non-standard clause is a clause that you create to add in directly into the business document. all the clauses in the contract template automatically become standard clauses in the business document. the contract template can contain both approved and draft clauses. Unless protected. 3. You can create and modify standard clauses in the Library. at which point the clause becomes a non-standard clause. the text of a standard clause in the business document can be changed. After you apply the contract template to a business document. Page 205/209 .9.

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

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

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

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

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