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

... 98 2.........7 How do I analyze the responses I have received?.....................3............. 96 2................................... 102 2.................1......... 102 2...................... 117 Page 5/209 2.............. 105 2....................... 86 2......... 112 2.........4 Can I create and save sourcing documents without submitting them? .......... 107 2.11 How do I extend a negotiation that is in progress? ............3..............8 How do I view the backing information for lines AutoCreated from Oracle Purchasing?.........10 Can I invite additional suppliers to a negotiation I've already created? ... 100 2....5 How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line?.3.................... and how do I create and use them? ...............3 How do I respond on behalf of suppliers without Internet access?.....................2.....................9 What are amount based line types........2 Using Oracle Services Procurement and Oracle Procurement Contracts.............4...................................3...1....................... 110 2............1...1................................. 109 2.........................4.......3...............................3............................ 100 2...1...........................13 What are global agreements...........3..............4.......... and how do I use them in my negotiation?..1....3.......3...1 How do I access negotiations? .4................ 98 2................................ 103 2.......6 .............................. 104 2. and how are they used? ......3.4 Additional Creation Topics ..........................1...13 What is shortlisting and how do I use it? ............2..................... 107 2..... and how do I use them?...................6 How do I download the responses I have received? .......................1......4... 84 2..... 84 What are Reusable Price Element Lists...............9 How do buyers and suppliers communicate while a negotiation is in progress? .....................................................3..................1...............................5 How do I create a deliverable and use it in a negotiation document?.................................................................10 How do collaboration teams work? ......................... 93 2..........1...................4 What are contract terms and conditions.......1................1.....................3.......................... 92 2.....1...........1...........1 What are some negotiations strategies I can use? ...... 106 2..................................4....4.....................................3.................6 How do I copy a sourcing document?..........Oracle Sourcing Help How do I use price elements? ....12 How do I change my auction's AutoExtend settings while the auction is in progress?.4...2....4..................... 99 2...........12 How do security levels work? ...............................................1 How do I create a deliverable and use it in a negotiation document?............................. 95 2........................ 105 2. 116 2............2...7 What are price breaks..4............ 106 2......................4..........1...4.........1.................. 114 2.... 91 2............................8 What are price breaks.....3................2 What kind of services can I negotiate for?......... 88 2.........................11 Who can participate as team members? ..........3..3 How do I define services related lines?.......................3 Are there any shortcuts available when creating a sourcing document? ................................ 108 2... 103 2.......... 88 2...4 What are Your Negotiations at a Glance?..... and how do I use them?.................14 How do I initiate a new round of responding?...................................... 96 2.......... 115 2.........................4.................. and how do I use them in my negotiation?.............................2 How do I monitor the negotiations I have created? ........................................................................... 114 2........5 2...........................................................................3...................7 What are contract terms and conditions................................................. and how do I use them?............................... 97 2....................3.3 Monitoring Negotiations........1.................2 What is a sourcing event? ......

.............1........1 Awards by Supplier report ..................... 135 2......3..5.................3 Awarded Bids Detail report .......5............ 141 3....4.5...1 How do I search for information on Oracle Sourcing? ....1 Introduction to Sourcing Intelligence..6 Searching for addresses:.2 What is the Savings by Category report?............1 Searching for your negotiations in which you are participating: ...............9 How do I disqualify responses I receive for an RFI........ 143 4.......5 Searching............4 Awarding Negotiations ..4..........4........18 How do I print information on my negotiation? ..1.........4........................................................................................................ 137 2........................2........... 143 4............... 139 2................................5........3............ 133 2.......19 How do I view the approval history for my negotiation? . 139 2....2................1 What is Sourcing Intelligence? .............3...1 How do I view the responses I have received? ...... 124 2........... 144 4.5 Searching for lines and categories.3............... 144 4..... 137 2.................. 143 4.................... 133 2................4..........1................12 How do I generate a purchase order document? .2...............7 Searching for lists............................... 130 2...........17 How do I create an amendment to a negotiation? ....4..........1...2 Savings by Category report.......Oracle Sourcing Help How do I close a negotiation before its scheduled close date and time?.......................................................................................... or auction? ..................................... 120 2.................. 136 2.. 124 2.......1........3 How do I export data to a spreadsheet? ...... 142 4........ 127 2..3................................... 141 2..............................................................................6 How do I manually score header attributes? .....................2 What are the Sourcing Intelligence reports I can generate?.... 121 2. 147 4............. 147 4................1................ 122 2............. 129 2........ 145 4...............................3.. 138 2..........1 How do I update my Sourcing personal options? ...... 120 2.......... RFQ...........................................................................................4.1.. 144 What is the Awarded Bids Detail report? ...............1............ 145 4................4..........................................5. 137 2.........2 Searching for all negotiations to which you have access:.....................7 How do I use a spreadsheet to award negotiation items?............5...4 How do I award business in an RFQ or auction?............................8 How do I allocate backing requisitions among awarded items? ..................3 What are the different methods I can use when performing awards? .................. 124 2..... 131 2..........................................................4........................................................................................................... 142 3.2..........................................4 Searching for suppliers:......2 Intelligence Reports ........................ 138 2..20 How do I manage deliverables I have assigned to a negotiation?....................1 How do I run reports? .................................11 Can I see information on my negotiations once I have completed awarding them? .................... 145 What is the Awarded Quotes report? .........4..................................3 Searching for draft negotiations ..................1...........................16 How do I cancel a negotiation?........ 143 4... 124 2.........5............. 143 4........ My Profile ....................................................5 How do I download the responses I have received? ............. Sourcing Buyer Intelligence Reports...........1........1 What is the Awards by Supplier report? ................................... 147 4.....................................1.................13 What is contract binding?..........5...........4.....................................................15 .........................10 What information is contained on the Award Summary page? .....4 Awarded Quotes report ..1......2 How do I unlock and unseal a sealed RFQ or auction? ...................... 148 Page 6/209 2.........................1........ 120 2......................2.......................................................................................1..............2.3................................................................. 140 2.......4..... 128 2................................. 123 2.....4.............................1..........

.........2.......... 176 5..... 162 5................. 153 5..............................1 How do I access negotiations? ..................... 170 5................... 163 5........4 What information is contained on the Disqualified Responses page? ....................................................................................................................... 161 5....17 How do I respond to an amendment to a sourcing document? .. 172 5...............3 How do I track the status of my responses?... 179 Page 7/209 .............................................................................................................. 165 5...... 163 5.......................................5 What information is contained on the Awarded Items page? ................. 149 5........3................7 How do buyers and suppliers communicate while a negotiation is in progress? ... 174 5.....1. 169 5.............4 What is the Awarded Quotes report? .......... 167 5... 178 6.... 161 5....... 175 5................. 167 5..12 How do I respond to a service-related line?.........16 Why would a negotiation have special terms and conditions? ................................................1......10 How do I respond to an amendment to a sourcing document? ..6 How do I submit a response online? .....................2............................ 167 5...... 150 5........................................................1 How do I monitor negotiations to which I've responded? ............ 150 5......................................2............................................2...................................................................................1 Responding to Negotiations........ 179 6...............1.................8 How do I use item attributes and price elements when responding to a negotiation? ...........3 What is the Awarded Bids Detail report? .1..1...10 What is proxy bidding and how does it work?...................18 How do I respond to a deliverable defined to a negotiation?............1........1 What are the benefits of registering and participating in this system? ............................. 152 5................2 Monitoring Negotiations...............2............ 167 5....... 173 5.1..Oracle Sourcing Help 4...1........... 159 5.................2................12 What is power bid?......2..............................2...................9 What is AutoRefresh? .............................1 How do I search for negotiations? ..3 Searching.............6 What information is contained on the Rejected Items page?................... 158 5..........7 How do I view the attachments associated with the negotiation to which I am responding? ....1...3 How do I respond to a negotiation? ...................................1................................... 152 5............ 164 5.13 How do I download a spreadsheet and respond offline?..................1 Additional Topics ................. 177 5....... 166 5........11 How do I respond to a deliverable defined to a negotiation?...................2............... 148 4.....15 How do I respond to a negotiation that has gone to an additional round of responding?........2..... 154 5......................................... Additional Information...................14 How do I rebid on an RFQ or auction? ................. 178 6...................... 178 6................2 How do I use Quick Links?......................... Help for Sourcing Suppliers....................................................................................................................1.....................1...9 How do I print information on my negotiation? .......... 158 5..................... 168 5......................2 Can international companies participate? ............. 177 6......................................1...................................................1........5 How do I respond to a Request for Information (RFI)?............................................................................. 150 5................................................. 159 5..........................................................1...... 164 5........1......1.........1....... 151 5................................ 170 5....................3 What is a WinZip (or zip) file? .................2..................8 How do I turn off proxy bidding? ...................1......1...........................1...............2......................2.19 How do I respond to a service-related line?...........................4 How do I view the details of a negotiation before placing a response? ..2 How do I use Quick Links?....2.....1................................................11 How do I turn off proxy bidding? ......................

......2 Reusable Attribute Lists ... 199 7..........1 What are header attributes and how do I use them?.1............. 197 7.............. 206 System-Defined Variables .......................................................................... 208 Page 8/209 ...................................... 199 7.............. 198 7..................................1 About Clauses ................................................................... 195 6..................2 About Variables ..............1.... 206 Table Variables ............................1..........2 Glossary................1 What are the Awards by Supplier report? ..............................................3 Documentation Accessibility ..................7 What are reusable price elements and how do I create them? ......9.....................................................1 Accessibility of Code Examples in Documentation .................... 195 7...............................................................................................4 Why can't I access some pages.............................................................................3................................................................. 205 7.................................... 203 7........... 180 6.9.... 200 7.............. 207 Variable Identification ............ 207 Value Sets for Variables........... Appendix .................1........... 203 7......3............................ 198 7.....................................3 What is the Awarded Bids Detail report? ........2 Accessibility of Links to External Web Sites in Documentation........................................3 About Deliverables........................................ links.................................. 196 7..................... 196 7............ 195 6. 206 7........... 207 User-Defined Variables.....1........................ 198 7.................2 What is the Savings by Item report? ..................................................... buttons........................... 205 7........................1................ 208 7..........................................................4 How do I enter business terms and conditions for my RFxs and auctions? ..5 Whom should I contact about technical difficulties?........................ 205 Non-Standard Clauses................................1 What are the Sourcing Intelligence reports I can generate?....9..................1 How do I create an attribute list? ....................3..................1 About the Contract Terms Library................................................................................................................... 202 7....6 What if I have problems uploading files? ......3 What are score settings and how do I use them with header attributes? ...........................Oracle Sourcing Help 6................................ 180 6.................................................... 180 6..1........................................6 Why are some RFQs and auctions associated with a sourcing event? .......................................................................4 Product Integration and Licensing....4 What is the Awarded Quotes report? ..................................8 Can suppliers communicate with each other while a negotiation is in process? ........... or task bar options? ..... 205 Standard Clauses ............................................................................. 196 7......... 180 6.....................1........................... 204 7... 195 6................................2..................................................................5 How do I use the Graphical Monitor to view responses to items in my negotiation?..................9....................... 197 7.............................................. 207 Deliverable Variables........................................9 About Contract Templates ..

To create templates and reusable lists to simplify negotiation creation. check the Negotiations at a Glance section. To monitor the negotiations in which you are participating. see Getting Started for Buyers. Getting Started for Buyers As a Sourcing Buyer you have access to a wide range functionality with Oracle Sourcing. If you are a Sourcing Supplier. 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. If you are responsible for administering the Sourcing system. and Buyer's Auction. To create an RFI.1. and password. You can create a request for information (RFIs). To manage draft negotiations on which you and others may be working.1 What can I do with Oracle Sourcing? If you are a Sourcing Buyer. among others. This system also provides graphical summary and detail reports (See Appendix 7. click the appropriate create link from the Quick Links section of the Negotiations Home page.1 “How do I update my Sourcing personal options”). see Getting Started for the Sourcing Super User. Click the Intelligence tab on the Sourcing Home page. RFQ. If your system is integrated with Oracle Purchasing. click the appropriate link(s) in the Quick Links section of the Negotiations Home page.Oracle Sourcing Help 1. 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. Getting Started 1. buyer's auction (See Section 2.1 New to Sourcing? 1. request for quotations (RFQs). click the Preferences link at the top of the page. date format. Page 9/209 . Use the Search Negotiations fields at the top of the page to search for a particular negotiation To edit your personal information (See Section 3. see Getting Started for Suppliers. click "Edit" under the Drafts Quick Links section. You can monitor your negotiations in real time and communicate with participants using online discussions.1 “Creating Negotiations”).

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

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

Buyers can use the information obtained to subsequently conduct an RFQ or buyer's auction.6 “How do I copy a sourcing document”) Multiple Currency support (See Section 2. Prices are established based on actual supply and demand at the time the negotiation is transacted.7 “Can I accept responses in multiple currencies”) Multiple Language support Notes and Attachments (See Chapter 6. quantity.1.1. Page 12/209 .3.2.1 What is Oracle Sourcing? Oracle Sourcing offers flexible negotiation capabilities to buyers and sellers. and then use that information to create negotiations that drive prices based not only on price. who might never meet face-to-face.2 Getting Started with Oracle Sourcing 1. “How do I create and edit negotiation templates?”) and Copy features (See Section 2.1.4 “How do I create and edit a reusable invitation list”) Sourcing Template (See Section 2.2.4.1 Frequently Asked Questions: Oracle Sourcing 1.1 “How do I create an attribute list?”) Reusable Invitation Lists (See Section 2.2. enabling them to efficiently obtain the best possible prices for goods and services.1. Common Functionality All sourcing document types have the following common functionality to simplify the negotiation creation process: Reusable Attribute Lists (See Appendix 7. requests for information (RFIs).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.Oracle Sourcing Help 1. and item-specific attributes. Buyers and sellers. The four different types of sourcing documents available . Buyers use real-time interaction to obtain information on suppliers' products and services.1. and buyer's auctions. but on lead times.requests for quotations (RFQs). can bypass intermediaries and establish relationships that might not have been possible using more traditional methods of buying and selling.2.2 “Glossary”) Terms and Conditions enforcement (See Section 5.1.2.

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

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 .

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

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

15) Buyers can manually extend an RFI or close an RFI earlier than the scheduled close date.1.10) Price Elements Attribute Based Bidding (See Section (See Section 5.4.1.1. Multiple If allowed by bidders may multiple bids.4.2) Information obtained during the RFI can be used to create a new negotiation document.1.4.11/2.3. The details of the document such as the controls.8) 5. Manual Extend/Early Close (See Sections 2. terms and conditions.15) scheduled close Minimum Bid date. Page 17/209 .1.1.4.11) Price Breaks (See Section Price Breaks (See Section 2.1.11) 2.3.1. Multiple Quotes The RFQ business process allows suppliers to submit a single quote per round.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.Oracle Sourcing Help Attribute Based Bidding (See Section 5.4.1.1.1.8) Section 5. and invitation list are copied into a new document which you can edit if necessary.11) an RFQ or close an RFQ earlier Early Close (See Section than the 2.10) Bidding (See Power Bidding (See Section 5.7) 2.8) Extend/Early Close (See AutoExtend (See Section Section 2. item information.2. Convert to negotiation document (See Section 2. have previously created. Bids buyer.1.1. submit Other Proxy Bidding (See Attribute Based Section 5.8) Price Elements (See Manual Section 5.4.1.8) RFIs use item attributes to solicit item information from suppliers.7) 1. Decrement/Increment (See Section 2. or any other users in your organization.11) Buyers can Manual Extend (See manually extend Section 2.

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

1. in essence "answering" the buyer's question. you can click "Continue editing your draft.1. you see the Confirmation page. 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. Item attributes and their responses comprise the heart of the RFI process.2.1. these attributes can be either required. How do I continue working on it? You can continue working on a document saved as a draft by After clicking Save Draft.1. 1. and delivery. Suppliers reply to the item attribute. but also to other features salient to each item. these lists are shared across all document types and can be accessed by the buyer as required.2.2. When creating an RFI. 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. that allow bidders/suppliers not only to respond to the price. 1. You are granted exclusive control until you release it.5 Are reusable invitation lists and reusable attribute lists shared across all three negotiation types? Yes.1. or display only.8 How do I stop others from editing a draft negotiation I am working on? Every time you edit a draft negotiation the system automatically locks the document.2. These attributes represent important aspects of the item for which the buyers need information from their suppliers.4 Who can utilize the spreadsheet functionality? Both buyers and suppliers can utilize the spreadsheet functionality to save time when creating or Quoting/Bidding on multi-line item negotiations. you can click "Manage Draft Negotiations" to access the Manage Draft Negotiations page.6 What is attribute based negotiation and how can I use it? Attribute based negotiations enable buyers to define multiple item-specific characteristics. Depending on the setting chosen during the negotiation creation. ensuring that only one user can work on a draft at any time. The document is released when Page 19/209 ." Alternatively. optional. quantity. called item attributes. buyers define attributes for negotiation items.2. 1.Oracle Sourcing Help 1. From this page you can access and edit any of your draft negotiations.1. From this page.7 I just saved a negotiation as a draft document.

10 If I have saved a draft of a new Quoting/Bidding round. you can delete the draft for the new round from the Manage Draft Negotiations page.12 I know I can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing. Negotiations lines entered directly in Oracle Sourcing can include item numbers and item revisions if the item information was retrieved from the Item Master. The system automatically updates the status of the previous round to Closed. 1. (The original creator can always unlock a draft. Negotiations with Round Completed are not available for awarding.2. You delete it from the Manage Draft Negotiations page. (Users with the appropriate function security. such as the Sourcing Super User.1.Oracle Sourcing Help You save it. However.) Another user removes the lock. It is removed from the system.11 Why do some items in my negotiation have item numbers and others do not? Item numbers and item revisions appear if the negotiation item is AutoCreated from a requisition line having an item from the item master.9 What is the minimum information I need to enter before I can save a draft negotiation? Enter the information required for Step 1 of the creation process. can I award business to quotes/bids from the previous round? Once you save a new round of Quoting/Bidding. What are the differences? You can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing. The information from the previous round is enough to save a draft. Each has its own benefits: Page 20/209 . you are not required to enter any information.1. If you wish to create a draft for a new round.1. The draft creator selects the draft and clicks Unlock on the Manage Draft Negotiations page.2.1. You submit it (the draft becomes a valid negotiation in the system). the system automatically updates the status of the previous round to Round Completed. You can save an negotiation as a draft as soon as you get to Step 2.) 1. 1. can unlock draft auctions/RFQ which were locked by other users.2. 1. making it available for award.2.

As responses are received. 1. Each weight assigned to an item attribute is a number between one and 100 that represents the importance of that attribute compared to other item attributes. the more desirable the attribute value or range of values. Weights and scores can be assigned to the custom attributes. monitoring analysis and RFQs/auctions in Oracle Purchasing Integrated with the item master RFQs can be created by copying from blanket agreements Online Quoting/Bidding possible Spreadsheet Quoting/Bidding possible Suppliers can quote using EDI Buyers and suppliers can negotiate on Buyers and suppliers can create price price elements. The higher the score. The old Sourcing negotiation number remains on the requisition line until a buyer creates a new negotiation using the requisition. breaks. Page 21/209 . the requisitions become available again to AutoCreate in Oracle Purchasing. or need-by date.1. quantity.13 What happens if I cancel a negotiation having backing requisitions in Oracle Purchasing? As soon as you cancel a negotiation with backing requisitions. New buyers can then manage the requisitions as needed. 1. Scores are numbers between zero and 100 and are assigned to each possible attribute value or range of values.14 What is Multi-Attribute Weighted Scoring and how does it work? Multi-Attribute Weighted Scoring is the ability for a buyer to use customizable attributes to define a product or service in a quantifiable manner. Scores represent the desirability of that attribute value or range of values compared to other values. the system calculates a weighted score for each attribute response and a Total Score for the item. This allows the buyer to define the relative importance of each attribute by assigning weights to these attributes and scores to expected values for each attribute. The goal of scoring is to motivate a respondent to respond with quotes/bids most closely matching the desired attribute values.2.2. the more important the attribute to the item. It then ranks the scores for the same item from different respondents based on a Price to Total Score ratio.1. Custom attributes having weights and scores are called weighted attributes and require a response.Oracle Sourcing Help RFQs/auctions in Oracle Sourcing Real time bidding. The higher the weight.

1.1. but it offers the lowest price per point of score.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. the bidder/supplier must lower the Quote/Bid price for the item and/or submit responses to the weighted attributes that increase the total score for the item. The winning response is decided based on the buyer's definitions of the relative importance of item attributes. Whenever you view the responses you have received.1.17 Can I accept multiple currencies in my negotiation? Yes. it offers the best value for the money. they are allowed to respond in only one currency per response. delivery dates and attributes of an item. To lower the ratio for an item included in a bid.2. In both price-only and Multi-Attribute Weighted Scoring negotiation. The buyer can still award the item regardless of the ratio. A buyer can view bids plotted on a Price to Total Score graph to assist in analysis of quotes/bids. the system ranks the supplier only on the basis of price.Oracle Sourcing Help 1.1. However. The lowest ratio among competing responses may not offer the lowest price. you can invite these users Page 22/209 . In other words. It is the ratio of Quote/Bid price of an item to the sum of the weighted scores of all the Quote/Bid values submitted for that item.2.2. the system will automatically convert the responses to the negotiation currency.16 What is the difference between Price-Only and Multi-Attribute Weighted Scoring RFQs/auctions? In a price-only negotiation.2. When you create a new negotiation. 1. Though suppliers in a multi-currency negotiation can submit responses in several currencies. quantity. In a Multi-Attribute Weighted Scoring negotiation.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. The lowest ratio receives the highest rank. item attributes can be scored and weighted. reflected in the Price to Total Score ratio. the negotiation currency defaults to the functional currency defined for your operating unit. 1. however. you can allow bids or quotes in currencies other than the negotiation currency. suppliers can quote/bid on price.1. the buyer can still award the negotiation to any supplier regardless of the Price to Total Score ratio values.

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

Oracle Sourcing Help To register a user yourself: Anyone with the Sourcing Super User authorization. can directly register and approve users. click "Register a Supplier User.1.1. 1. Invitations are automatically sent to each supplier. From the Portal page. You receive a confirmation that the new user has been registered. Search for and select the supplier company name by using the flashlight icon (if the supplier company information does not exist within the system.2. 1. 1.20 What is the purpose of notifications? Who receives them and when? Notifications are used to communicate specific events to users. Event Recipient Purpose To inform them that the negotiation is open for previewing or bidding To invite them to acknowledge intent." 2. acknowledge intent. a buyer with the appropriate authorization can add the company to your Supplier Master).2. On the Register an External User page. 3.19 How can I invite suppliers to participate in my negotiation? You can invite suppliers to participate in your negotiation by selecting them from the Supplier Master or by applying predefined invitation lists. Click Register. enter the required information. Select the applications to which the user will have access. 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. 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 .

or all a certain Quote/Bid has been quote suppliers in the sealed disqualified RFQ. they receive a reminder email notification once the negotiation has opened for either previewing or responding. When the reminder gets sent depends on the duration of the negotiation.2. Negotiation Duration Reminder Email Sent Equal to or less than One hour after the Preview/Open Date 24 hours Page 25/209 . The negotiation duration is the length of time between either the preview date (if the buyer specified one) or the open date. and the close date.1.21 When does an invitee receive a reminder email notification? If companies do not acknowledge participation by a certain time.Oracle Sourcing Help Disqualify a bid or Supplier whose response To inform the supplier the bid has quote has been disqualified been disqualified All bidders in the open and To inform all bidders/suppliers that Disqualify a bid or sealed auction. 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.

you can upload it to enter your responses into the system to. Once you have completed this spreadsheet. You cannot respond to any negotiation that your company owns. 1. Otherwise. then invitees do not receive a reminder. you can respond to negotiations created by your company's affiliates. It is not mandatory to acknowledge your intent before submitting responses.2. if they are added after the original reminder time.1.24 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.2. If the negotiation is closed.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.23 Can I respond to a negotiation created by someone in my company? No. these new invitees receive reminders at the original time. they do not receive reminders. However. however.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. Bulk loading is also useful if you respond in similar negotiations that occur repeatedly. If additional companies are added before the original reminder time. If the buyer starts another round of negotiation before the reminder time.1. Such acknowledgments are intended to enhance communication between buyers and suppliers and inform buyers of the potential participation. 1. the reminder is not sent. Page 26/209 . 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.2. they receive it at the original reminder time. then invitees do not receive any reminder.1. 1. canceled or deleted before the reminder time.

you can require a particular indicator be used for all negotiations.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. and then click "Negotiations Configuration. Any user assigned the appropriate job function can add suppliers to an RFQ or auction any time before the close date and time.2. select Award Summary from the Action menu and click Go. you can enter a maximum of 240 characters.2. You can check your Notifications for the Purchase Order Creation Notification. As the system administrator.Oracle Sourcing Help 1. click the response number link to view the information on that response including the corresponding purchase order created for that response.1. access the negotiation whose associated purchase orders you wish to see by entering the negotiation number into the Search Negotiations fields.1.27 Can the system administrator require buyers to use a certain rank indicator? Yes.1.26 How many characters can be entered into the Item Description and the Note fields? For an Item Description field. Click the Administration tab. On the Negotiations Summary page.25 Can I invite additional suppliers to an RFQ or auction I've already created? Yes. you can enter a maximum of 2000 characters. You can search for the purchase orders in Oracle Purchasing by entering the negotiation data. This displays all purchase orders for a particular negotiation. In Oracle Sourcing. the negotiation number. 1.1. Page 27/209 . For a Note field.2.2. You can also search Oracle Purchasing by entering the original requisition information." Select the indicator and specify whether users can override your selection. which includes the purchase order numbers along with other information. for example. On the Award Summary page. 1.

Suppliers view the RFQ details and submit their quotes online. RFQ is typically used for complex items or services such as made-to-order manufacturing items or construction projects. suppliers are immediately notified of the results via online notifications. RFQ modification or awarding (See Section 2. buyers can review quotes and award the RFQ or submit a modified RFQ for another round of quoting. RFQs supports both blind and sealed RFQs.2. Page 28/209 . Reusable attribute lists (See Appendix 7.2.1.3 “How do I create and edit negotiation templates”). 4.5.1. The RFQ process usually lasts days or weeks through multiple rounds of negotiations.Oracle Sourcing Help 1. Quote preparation and submission (See Section 5.1.2 Getting Started with RFQs RFQs support the full business process to solicit quotes from suppliers. Steps in the RFQ process include: 1. Once suppliers have submitted an initial round of quotes.2 “How do I monitor the negotiations I have created”).1 “How do I create a new negotiation”). 3.4 “How do I create and edit a reusable invitation list”).3 “How do I respond to a negotiation”).4. 2. Price elements (See Section 2. RFQs typically consist of multiple rounds with competition focused on whether supplier(s) can meet the specific requirements.1. Buyers initiate RFQs that may include multiple line items by publishing the RFQ and inviting suppliers.Buyers can monitor real-time quote activity and take appropriate action.5 “How do I use price elements”). RFQ monitoring (See Section 2.1 “How do I create an attribute list”). RFQ Capabilities RFQ templates (See Section 2. 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. Once the RFQ is completed.4 “How do I award business in an RFQ or auction”).2.1.2. Buyers analyze the quotes and either award the RFQs or modify the RFQs and open them for another round of quoting. Suppliers cannot view competing quotes while the negotiation is in progress. RFQs enable buyers to collect quotes from suppliers for complex and hard-to-define items or services.3. RFQ creation (See Section 2. Reusable invitation lists (See Section 2.

1.1.4.3.16 “Why would a negotiation have special terms and conditions”) Quoting online (See Section 5. Integration with Oracle Purchasing (See Section 2. and how do I use them”).4. (See Section 2.4 “How do I award business in an RFQ or auction”). Monitoring quote activity in real-time (See Section 2. Canceling RFQs (See Section 2. Capture Total Cost (See Appendix 7. (5. Page 29/209 . or auction”).5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Purchase order generation Attribute based quoting (See Section 5.7 “What are reusable price elements and how do I create them”).1.Oracle Sourcing Help Price breaks (See Section 2. Graphic RFQ monitor (See Appendix 7. Multi-round quoting (See Section 2.2 “Glossary”).1.4.1. Manual extend (See Section 2. Sourcing Events (See Appendix 7. Quote comparison (See Section 2.13 “How do I download a spreadsheet and respond offline”).4. RFQ. Real-time status updates Notes and attachments (See Section 6.1. Terms and Conditions enforcement (See Section 5.9 “How do I disqualify responses I receive for an RFI.6 “How do I submit a response online”) and offline (spreadsheet quoting).5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”).4. Multiple RFQ styles: blind or sealed (See Section 6.2 “How do I monitor the negotiations I have created”).11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2. Online or offline awarding capability (spreadsheet awarding).5.14 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”).8 “How do I use item attributes and price elements when responding to a negotiation”).7 “What are price breaks.2 “Glossary”).6 “Why are some RFQs and auctions associated with a sourcing event”).16 “How do I cancel a negotiation”)and Disqualifying quotes (2.14 “How do I initiate a new round of responding”).5.15 “How do I close a negotiation before its scheduled close date and time”).4.

An RFQ buyer can setup an RFQ to accept quotes in multiple currencies by selecting the RFQ currency and then identifying any Quote currencies in which quotes will be accepted. but quote disqualification is at the discretion of the buyer.3.2. Suppliers can choose the Quote currency in which they will place their quotes. 1.3. Page 30/209 . The Unseal Date is the date when the buyer unseals the unlocked RFQ allowing the suppliers to view the quotes as well.2. The system validates the data. 1. 1. you can upload items using a spreadsheet. Quotes are converted to the RFQ currency for quote review.2.3 Can I cancel or retract my quote? No.3. Quote Currencies Additional currencies in which quotes will be accepted.2. you can submit multiple quotes within the same round. but you must enter the weights and scores for an item's scored attributes online.1 What are the Unlock Date and the Unseal Date? The Unlock Date is the date when the buyer unlocks the closed RFQ to view the received quotes.3. 1. You can contact the buyer who created the RFQ and ask to have your quote disqualified. ensuring the integrity of the submitted RFQ items. In a Multi-Attribute Weighted Scoring RFQ. This allows you to create your multi-line RFQ quickly.3.2 Can I submit multiple quotes per round? If allowed by the quote controls.2. You can prepare your list of RFQ items offline and upload the completed spreadsheet.2.4 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. It is the RFQ buyer's reference and review currency.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.Oracle Sourcing Help 1.3 Frequently Asked Questions: RFQs 1.

1.Oracle Sourcing Help 1. you can enter a Promise Date to differentiate your response from other competing responses. 1. Suppliers complete the quoting process by uploading the spread sheet back to the system.9 Is an RFQ always blind or sealed and why? An RFQ is always either blind or sealed. you can invite additional suppliers by using the same process employed during the initial RFQ creation.2. spreadsheet items are validated to ensure the integrity of the submitted quote.3. In an RFQ whose outcome is a blanket purchase agreement.2. and why would I enter one? In an RFQ whose outcome is a standard purchase order.11 Can I invite additional suppliers to subsequent rounds of an RFQ? Yes.3. the Promise Date is optional. An automatic invitation will be sent to each invited supplier. During the upload.2.2. 1.3. In all other cases.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.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. you can enter the address in the Additional Contact Email field during negotiation creation. 1. 1. completing multiple item attributes. See How do I invite suppliers to my RFQ or auction? for details on identifying contacts. Downloading the RFQ contents allows suppliers to quickly respond.8 What is the Promise Date. the most efficient way for a supplier to quote is to use a spreadsheet to download the contents of the RFQ and prepare the quotes offline. This is one of the feature of RFQs and mirrors the general off-line behavior of this negotiation model. When creating additional rounds for an RFQ.6 What is the most efficient way to quote on many line items in an RFQ? If an RFQ consists of many line items. When Promise Date is an optional response. Page 31/209 . You can invite suppliers by selecting them from the supplier master list.3.3. Promise Date is an required field. Once the supplier has provided you the email address.3.2. the Promise Date is required only if the RFQ uses multi-attribute weighted scoring and Promise Date is one of the scored attributes.2.

On the Negotiations Summary page. none of the details are available for viewing by any suppliers.2. Once the buyer has unlocked and unsealed the quotes. On the Start New Round page. however. can I see who is bidding? In a sealed RFQ. 1.15 How do I start another round of quoting in an RFQ? Once an RFQ has been closed.2.13 Why can't I see the graphical monitor in a sealed RFQ? While an RFQ is sealed. Use the negotiation number in the Search Negotiations fields on the Negotiations Home page to access the negotiation. you can manually close your RFQ earlier than the original close date/time.Oracle Sourcing Help 1.3.3. you can modify the following: Title Style Ranking method Rank indicator Preview Date/Time Open Date/Time Close Date/Time Award Date/Time Collaboration team information Item information Invitation List Notes and attachments Page 32/209 . 1. 1.2. you can start another round of quoting. select Close Early from the Action menu to close the RFQ. 3. you can see how many quotes are being placed. you can use the Graphical Monitor to view quotes.14 Can I close my RFQ earlier than the original close time? If you select the Early Close option when specifying quote controls.12 In a sealed RFQ.2. you cannot see either the name of the respondent or the details of the bid until you unlock the RFQ. 2. Select Start New Round from the Action Menu.3.3. 1.

1. typically a matter of a few days. quantity and item-specific attributes.2. Auctions last for a set period of time. Auctions enable buyers to solicit bids for goods and services that are clearly defined.Oracle Sourcing Help 1. flexible auction capabilities to buyers so they can efficiently obtain the best possible price for goods and services.1. although the close time can be extended manually or automatically based on last minute bids. Because most auctions are open for short periods of time. such as office furniture or memory chips. Steps in the auction process include: 1. Negotiations allows buyers to establish either public or private auctions to meet the specific needs of buyers.The buyer defines the auction and includes all the auction item information. Auctions allow real-time interaction to drive dynamic prices based on information that extends beyond price to include lead times.16 Can I modify an initial RFQ for the next round? You can modify the following information for each round of an RFQ: Preview date/time Open date/time Close date/time Award date/time Need by date List of invited suppliers Attachments 1.1.2.3 “How do I respond to a negotiation”). the bidding process moves quickly which results in increased competition.4 Getting Started with Auctions Getting Started with Auctions Auctions offer complete. Bidders participate in the auction by viewing the Page 33/209 . the business terms and conditions and intended bidders.1 “How do I create a new negotiation”).3. Prices are established based on actual supply and demand at the time the auction is transacted. Auctions are typically focused on creating competition between bidders. 2. Creating the auction (See Section 2. Responding to the auction (See Section 5.

10 “What is proxy bidding and how does it work”).Oracle Sourcing Help auction items and submitting bids online. Reusable attribute lists (See Appendix 7. Autoextend feature (See Section 2.15 “How do I close a negotiation before its scheduled close date and time”).11 “What are response controls”). Evaluating and awarding bids (See Section 2. If permitted by the auction rules.2.4 “How do I award business in an RFQ or auction”).12 “What is power bid”).1. Minimum Bid Decrement/Increment (See Section 2.1.1.4. Price breaks (See Section 2.The buyer and all other participants can monitor the real-time activity during the auction and take action as necessary. 4. Proxy bidding (See Section 5.7 “What are price breaks.3. bid quantity. Reusable invitation lists (See Section 2.5. bid attribute value(s).6 “Why are some RFQs and auctions associated with a sourcing event”).11 “What are response controls”).1.1 “How do I create an attribute list”).1.2 “Glossary”).11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2.1. Power bidding (See Section 5.2. Auction features include: Auction templates (See Section 2. Sourcing Events (See Appendix 7.1. Once the auction is completed.1. 3.2 “How do I monitor the negotiations I have created”). bidders are immediately notified of the auction results via online notifications.1. Capture Total Cost (See Appendix 7. The buyer analyzes the bids and awards the auction based on the price. Monitoring the bid responses (See Section 2.3 “How do I create and edit negotiation templates”).4 “How do I create and edit a reusable invitation list”). Price elements (See Section 2.1. Multiple Auction styles: open.7 “What are reusable price elements and how do I create them”).3. Attribute based bidding (See Section 5.4. and how do I use them”).2.5 “How do I use price elements”).8 “How do I use item attributes and price elements when responding to a negotiation”).1. Manual extend (See Section 2. Page 34/209 .4. blind or sealed (See Section 6. bidders can view competitive bids during the auction.

16 “How do I cancel a negotiation”) and Disqualifying bid (2.2 “Glossary”).1.4. Online or offline awarding capability (spreadsheet awarding). (See Section 2.5.6 “How do I submit a response online”) and offline (spreadsheet bidding).5. Monitoring bid activity (See Section 2.Oracle Sourcing Help Canceling auctions (See Section 2.1. Integration with Oracle Purchasing (See Section 2.4.5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Notes and attachments (See Section 6. or auction”).1.5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”).2 “How do I monitor the negotiations I have created”).9 “How do I disqualify responses I receive for an RFI.4 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”). Page 35/209 .4.13 “How do I download a spreadsheet and respond offline”). (5.4 “How do I award business in an RFQ or auction”).1. Purchase order generation Real-time status updates Bidding online (See Section 5. RFQ. Graphic Auction Monitor (See Appendix 7. Bid comparison (See Section 2.

You can elect to display the target price to participants.2.5. The target price is the price you hope to pay for one unit of an item.5 Can someone in my company award an auction that I create? If granted the appropriate authorization. The start price is the maximum price in a RFQ or auction at which bidding (or quoting) for one unit of the the item will start. Page 36/209 . you can optionally set a bid start price (quote start price for an RFQ) and target price for every item in the RFQ or auction. The bid controls for this auction allow multiple bids per round .2. links.4 “Why can't I access some pages.5.5.5 Frequently Asked Questions: Auctions 1.2.2 What is the difference between Quote/Bid start price and target price? When creating a new RFQ or auction.2. They have the appropriate function security (See Section 6. or task bar options”). Note: Two people from the same cannot quote in the same RFQ. 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. but only the buyer can see the identity of the bidder. 1.1 What are the different auction styles? The buyer can choose from three types of auctions: Open: everyone can see the bid content. All registered users in a company can bid on the same auction. and 3.2.4 What is the target price used for? The target price is mainly used for internal performance analysis for the buyer.5. provided that: 1. Buyers are not required to designate a target price for every item. The buyer can also choose to display the target price to the bidders for reference.3 Why isn't there a target price for every item? Target price is an optional value.Oracle Sourcing Help 1.5. 1. someone else at your company can award an auction created by you.2. The auction to which they are responding is not owned by their company 2.2. Everyone can see the bid content once the auction is unsealed. 1. 1.6 Can two people from the same company bid on the same auction? Yes.5. The buyer can see the bids once the auction is unlocked.1. 1. buttons.

5.2. or auction has closed. 1. that supplier receives an e-mail notification about your RFQ/auction.9 How do I initiate a new round of quoting or bidding? After your RFI.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) 1.8 If my RFQ/auction is open to all suppliers. After you initiate a new round of responding. Page 37/209 .7 When two respondents from the same company place bids. When you invite a supplier (See Section 2.2.5.1.5. none of the previous responses submitted are available for awarding. can they view each other's bid details? Depending on the auction style.1. and your RFQ/auction appears in that supplier's "Open Invitations" list of invitations. However.Oracle Sourcing Help 1. you are not required to send invitations to any suppliers. 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). RFQ. why would I invite suppliers to participate? For a public RFQ/auction.2. you might want to send invitations to increase specific suppliers' awareness of your RFQ/auction and encourage participation.

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

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

If there are no approvers defined for this document.Oracle Sourcing Help 5. You can also choose to open the negotiation immediately. Additionally. Click Review. You can also choose to open the negotiation for preview immediately. or auction closes. RFQ. you can enter the date and time (prior to the open date and time) the negotiation is available for previewing by all eligible participants. 6. click Publish. You can remove any supplier from the invitation list for the new round. Review your updated negotiation information. click Submit for Approval. o Response Controls Modify other Response Controls as necessary. You can also add new suppliers. Click Suppliers to modify your invitation list. they are automatically added to the invitation list for the new round. *Close Date The new date and time the RFI. RFQs or auctions opening in the future. Note that you have to specify a new closing date. Click Controls to modify negotiation control information. If there are approvers defined for this document. 7.5. 1.2. o Possible Date Modifications *Open Date Date and time you want the new round of responding to begin. any uninvited suppliers who responded in the previous round are also automatically added to the invitation list for the new round. 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. Preview Date For RFIs. Page 40/209 .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.

Oracle Sourcing Help 1. however. no other user at the same company can bid. When the buyer hides scores/weights. 1.2. 1. is up to the discretion of the buyer. 1. best bid" is selected for a multi-round auction. You can also define the total number of auto extensions and the extension period.5.2.A bidder must submit a single. You can specify whether the auction is extended from the original close time or from the time when the winning bid has been received.5.13 Why are display-only attributes not visible in the Bid Compare page? Display only attributes are used to convey information to bidders. a company can place one bid in each round when being invited to that round Page 41/209 .5. Bidders cannot respond to display only attributes so there is no value for comparison.11 Can a bidder retract a bid? If a bidder has submitted. When the bid control "No .5.2. the bidder can contact the buyer and ask to have the bid disqualified.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.5. Bid disqualification. You can also specify if the autoextend is for the entire auction or particular line items. Manual Extend allows you to manually extend your auction close date/time before the auction closes. AutoExtend extends the duration automatically if new bids are received in the closing minutes of the auction. 1.2.2.15 How do two bids with the same score get ranked if the prices are the same? The earliest bid gets a higher rank.5. The response is at the company level. 1. the bidder can only view the resulting Price to Total Score for a bid.16 What is a Single Best Bid? A Single Best Bid is a response to an auction that allows only one bid per company. if Bidder B bids triggering a proxy bid for Bidder A and the resulting bid results in the same Price to Total Score ration. once one user at a company responds.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. that is.2. Bidder B receives the higher rank because the proxy bid was created by the system after Bidder B's bid. For example.

Power bid is not available for any auction items having price elements. This allows you to streamline the rebidding process when you have bid on several items in the same auction. When the bid reaches the Proxy Bid Minimum. Once the limit price is reached. Proxy bidding is not available for any auction item that has price elements. for each item. all of the bids in an auction will be decreased by the percentage specified. 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 . or near the end of an auction period when there may be a time constraint. 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 When rebidding. the bidding automatically stops. you can revise bids for all items on which you have previously bid by a specified percentage.5. Comment Proxy Bid Power Bid Feature Use Repeated automatic bidding. you cannot change any bid information (including responses to item attributes) until the Proxy Bid Minimum is reached unless you cancel the proxy. and the bids must be submitted quickly. Once you have placed a proxy bid. This is a very useful feature when your goal is to win all auction items. When you use Power Bid. or Proxy Bid Minimum.17 What is the difference between Proxy and Power Bidding? Proxy Bid You can define price parameters that allow the system to automatically rebid on your behalf. you cannot update attribute responses to better your score although proxy bid will rebid to better a price.2. Therefore if you are bidding in a Multi-Attribute Weighted Scoring auction.Oracle Sourcing Help 1. you can set new Proxy bid parameters or bid manually. as well as the limit price. You can setup the Proxy Bid Decrement for an auction.

Supplier B's bid is the winning bid even though the bid price is higher.00. Now Supplier B's bid (92/100) is better than Supplier A's bid (84/90).2. And since Supplier A's proxy minimum (75. This bid (94/100) is better than Supplier A's bid (95/90).00 with a score of 100 for the same item.00 and a proxy minimum of USD 75. For example. not just the bid price. since proxy bids are generated based only on the price of the competing bid. Supplier A places a bid of USD 95.00. Therefore.5.00) has not yet been reached. you may need to closely monitor Multi-Attribute Weighted Scoring auctions which also use proxy bidding. 1.00.18 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. Page 43/209 .2. You may need to cancel the proxy bidding process to redefine attribute information to improve your price to total score ration.19 Can a bidder see the names of the other bidders? Bidders cannot see other bidders' identities. However. Since Supplier B's bid price is less than Supplier A's bid price. Supplier A's proxy is not triggered. Supplier B then places another bid of USD 92. but since Supplier B's bid price is still higher than Supplier A's bid price. a proxy bid decrement of USD10.00 with a score of 90 for the item. Supplier B then bids USD 94. To avoid these situations. he cannot modify any attribute responses to try to improve his score.00.5. Supplier A's proxy is triggered to place a new bid of USD 84. Supplier identities are never revealed to other bidders. Supplier A's proxy will only be triggered again if there is a bid with a price lower then USD 84. This bid (84/90) is now the winning bid. a bid can be beaten based on the Price to Total Score ratio without triggering a new proxy bid.Oracle Sourcing Help 1.

1. RFIs can be taken to multiple rounds until the buyer has enough information to identify supplier(s) with which to deal.4. Therefore.1.1. and Buyer's Auctions 2.1. RFQs. Page 44/209 . Define Your Response Controls (See Section 2.1.9 “How do I add lines to a negotiation”). There are four main steps to creating a new negotiation: o o o o Create Your Negotiation Header (See section 2.1 Creating RFIs. You can create a negotiation and save it as a draft before submitting it. you can save time by copying an existing RFI/RFQ/Auction. At the conclusion of the RFI cycle. Enter Negotiation Lines (See Section 2.1. 2. the information contained in the RFI can be copied into an RFQ or buyer's auction.7 “What are contract terms and conditions. You can also create new negotiations quickly by applying a negotiation template. RFQ. o If you have previously created an RFI.1. and buyer's auctions).1.1. RFIs are used more for gathering information on goods and service provided by a supplier than to lock in particular price information.1. and how do I use them in my negotiation”) Invite Your Suppliers (See Section 2.13 “How do I invite suppliers to participate in my negotiation”).Oracle Sourcing Help 2.11 “What are response controls”) Enter Your Terms and Conditions (If Oracle Procurement Contracts is bought and licensed) (See Section 2.2 How do I create a new Request for Information (RFI)? RFI's are used to qualify suppliers and their goods and services for subsequent procurement activities.1.1.6 “What information must I provide to create my negotiation header”).1 How do I create a new negotiation? Use the instructions on this page to create Sourcing negotiations (RFIs.1. Help for Sourcing Buyers 2. 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. RFQs.1. This allows you to return to the creation process at a later time or have multiple people working on the same negotiation.1 Creating Negotiations 2. or auction.

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

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

1. AutoCreate uses the requisition information to create a Buyer's Auction or Sourcing RFQ.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. 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 links are organized by task and negotiation type so you can find the link for the task you wish to perform. The AutoCreated document is assigned a document number. you can search for requisitions according to different attributes such as item or category and include them in a single document. you can use requisition information in Oracle Purchasing to create a draft sourcing document that you can then access and edit. 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.1.1.3 How do I use Quick Links? The Quick Links section of the Negotiations Home page provides easy. Once you have identified the requisitions in which you are interested. You can use this number to access the document in Oracle Sourcing and to Page 47/209 . When using AutoCreate.Oracle Sourcing Help 2.1. The backing requisition information is carried over from Oracle Purchasing and used throughout the creation process. Simply clicking the link takes you to the page where you initiate the operation. one-step access to your most commonly performed Oracle Sourcing tasks. The table below shows some of the operations available Sourcing Buyers and Sourcing Suppliers by using Quick Links.

There are two possible grouping types: Default and Requisition lines. Once the new document is created. 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 . 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. you can modify some of this information. A negotiation line is created for each requisition line. Depending on the line type. Backing information. This grouping information is used when creating negotiation lines for the sourcing document. Grouping lines When creating your document in AutoCreate you can choose to consolidate multiple requisition lines if they refer to similar items.Oracle Sourcing Help view the document from Oracle Purchasing or iProcurement.

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

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

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

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

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

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

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

Enter the date for which you wish to use this set of exchange rates. 6.09 kroner to one dollar. Select the User Specified Rate type. You assign currencies to specific suppliers when you invite the suppliers to your negotiation. if the negotiation currency is United States dollars (USD) and the response currency you're defining is Swedish Kroner (SEK) the exchange rate might be . 2. select the exchange rate type. continue creating your negotiation. 5. 3.1. Page 56/209 . 2.Oracle Sourcing Help 2. The page redisplays. The description field explains the code. You can use predefined exchange rates (Corporate Exchange Rate) or specify your own exchange rates (User Specified Rate). The system's response currency codes are available from the drop down menu. To restrict a supplier to a particular currency: 1. Select the checkbox to display the exchange rates if you want to allow respondents to see your response currency exchange rates. To define your own exchange rates 1. Define the exchange rate by entering the number of response currency units that equal one unit of the negotiation currency. Specify the price precision for the currency. Select the response currency you will accept. After you have selected your suppliers in Step 5. Otherwise click Add Another Row and continue defining currencies and exchange rates. On the Header: Manage Response Currencies page. When you have finished defining currency information. To use predefined exchange rates: 1. select a response currency for each supplier. you can choose to restrict specific suppliers to particular response currencies. the system will round when converting responses into the negotiation currency. The system may contain several different exchange rate types. If you are finished defining alternate currencies. Select the response currency.1. If the precision for the response currency is greater than the precision for the negotiation currency. click Apply. 3. For example. 2.09 meaning . Select the appropriate type for your negotiation. 4.8 How do I restrict a supplier to a particular currency? If you allow multiple response currencies for your negotiation.

9 How do I add lines to a negotiation? When you create a new negotiation. 2. On the Lines: Create Line page. 3. *Indicates a required field : Page 57/209 . Select a price precision for the response currency. 2. To add a line using the online system. accept the default value of Online from the Add Line drop down menu. Any." enter an exchange rate for the response currency you selected in the previous step. Multiple users in a supplier's organization can submit several initial bids. If you selected User Specified Rate in "Step 2: Defining Business Terms and Conditions. select Multi-Attribute Scoring as the Ranking type. o o o 2. If you select a specific response currency for a supplier. how the ranking will be displayed. You can enter lines online or bulk load lines from a spreadsheet. and how the line will be added and click Go. If you wish to score and weight your lines. the supplier can only submit a response in either that currency or the negotiation currency. Your other option is to load the line information using spreadsheet upload. you must identify the goods or services you want to purchase or for which you want quotes.Oracle Sourcing Help o If you accept the default. or edit a draft negotiation. Line ranking is not performed in RFIs. click "Lines. to a multi-currency negotiation. Continue creating your negotiation. If the response currency you select for a supplier is not on your currency list. 3. However. 4.1. select how the line will be ranked. No other suppliers may respond in that currency unless you also associate that response currency with them. Click Go. the follow-up bid must be in the same currency as the initial response." To add lines online: 1.1. provide the following information. if a user submits a rebid. The new price precision applies only to the suppliers to whom you assign it. 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. that response currency is available to that supplier alone. each in a different currency. On the Create: Lines page. From the navigation bar in the top left corner. The spreadsheet is useful if you are adding a large number of lines.

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

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

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

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

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

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

the default time value the system uses is the time when you entered a value in the field. After you have entered the negotiation header. 2.1. 5.1. the time limit for the negotiation can be extended past the original close date. participants. They can view the negotiation's details but cannot place responses. fixed-price line type. If you allow the control manual close/close early. Provide the line with a description and select a Category value. You can edit the value to change the time if needed. the negotiation can be closed prior to the defined close date. On the Lines: Create Line page. 6. Create attributes as needed to solicit additional information for this line. If the sourcing document you are working on was AutoCreated using requisitions in Oracle Purchasing. 4. Complete the following fields as appropriate for the negotiation type. Preview Date Use the pop-up calendar to specify a date/time after which the negotiation information can be accessed by potential suppliers. Finally. or Buyer's Auction. you set response controls to determine the negotiation length. and then click Go. If you allow the control manual extend. You must have created your negotiation header before you can create negotiation controls. and added line(s). Page 64/209 . make sure you select a general services. Continue defining your negotiation . no further responses may be accepted. 3. click the "Controls" link to access the Create Controls page for that negotiation. Follow steps 1 and 2 above. *Close Date Use the pop-up calendar to select the date/time when the negotiation will be closed.11 What are response controls? When you create a new RFI. responding frequency. open and closing times and many other variables. RFQ. add notes or attachments to the supplier. Note that for fields where you enter a date and time.Oracle Sourcing Help To define a general services fixed-price line 1. When you extend a negotiation you specify the new close date. 2. Once closed. *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.

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

with AutoExtend set to start at the current scheduled auction close time. you can specify that they must submit rebids that are better than their current bid price by a specific minimum amount. the decrement percentage will be calculated based on a supplier's original bid price.000 Bidder B's second bid = $800 Bidder B's third bid = $600 Bidder B would not be allowed to submit a fourth bid of $480 (this is less than the minimum bid decrement of 20%) Allow manual close before the Close Date You can choose to allow the negotiation to be closed before the close date.000 Bidder A's second bid = $900 Bidder A's third bid = $800 Bidder A would not be allowed to submit a fourth bid of $750 (this is less than the minimum bid decrement of $100) Auction #2234. for example. you enter a new close date and time.Oracle Sourcing Help If you have allowed suppliers to submit multiple bids. When a negotiation is extended. and a new winning bid is received in the final Page 66/209 . That is. For example: Auction #1234. 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. if you enable an AutoExtend of 30 minutes. the negotiation cannot be closed until the close date and time specified above." Note: A bid decrement amount will always be applied to a supplier's current bid price. "10. You can enter either a straight amount or a percentage by which bids must improve. Otherwise. bid decrement = $100 Bidder A's original bid = $1. but will be applied to the supplier's current bid price. bid decrement = 20% Bidder B's original bid = $1. rebids must decrease by a minimum amount. For example. Use numbers. Allow manual extend when the negotiation is open You can choose to allow a negotiation to be extended. If you specify your bid decrement amount as a percentage.

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

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

Even though the auction is already open to them. Participation in Auctions Unless you specified differently on the negotiation Controls page. Bidders will see your auction when they search using the Active Auctions page.1. or if you frequently invite a certain group of bidders.1. you can choose to open your RFQ to all suppliers. You can restrict your auction to bidders you specifically invite by selecting the appropriate control on the negotiation Controls page. line(s). To invite specific suppliers see Inviting Suppliers below. you do not have to explicitly invite any suppliers. However. you can create a participants list on the Create Negotiation: Suppliers page: 1. and you must invite at least one supplier. If you do. and any response controls. Click Add Invitation List to apply a predefined list of suppliers. If there are multiple supplier sites (Supplier Site is another term for Address Name). 3. To invite specific suppliers see Inviting Suppliers below. You can select the bidders you wish to notify from a list of suppliers. From the search results. select the suppliers you wish to invite and click Invite. Inviting suppliers After entering your negotiations description. business terms and conditions. you can apply a predefined invitation list that identifies these bidders. auctions are open to all bidders by default. you can choose to also send certain bidders notifications of a particular auction to encourage their participation. Different sites for the same supplier can each submit a response. select the specific site you wish to invite to the negotiation. You can use the same list for all negotiations. Search for and select the Invitation List you want to apply. Page 69/209 . You return to the previous page. 2. Select how you wish to search for suppliers: o o Click the Add Supplier to search for and add suppliers to your invitation list.Oracle Sourcing Help 2.13 How do I invite suppliers to participate in my negotiation? Participation in RFQs Participation in RFQs is by invitation only by default.

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

3. You can review the new changes compared to the current active negotiation by clicking Review. If you have approvers identified on the Collaboration Team on the Create Header page. or auction) to create a new document of the same type. Once you click Publish.1. select the template and click Apply to create a new negotiation with this template. Search for and select the template you want to apply. You can save the amendment as a draft at anytime during the creation process if you click Save Draft.1.2. Spreadsheets and Lists 2. Page 71/209 . 2.1 How do I use negotiation templates? You can use a document template of a specific type (RFI. See How do I create and edit negotiation templates? for instructions on creating negotiation templates. The buyer can define unique line attributes. To use a sourcing document template: 1. When creating a negotiation. 2. and delivery. RFQ. 4. Approvers will receive notification that they need to approve the amendment. Once approved (or if approval is not required). Draft amendments are available on the Negotiations Home page if you click Drafts in the Manage Quick Links section. and how do I use them? Line attributes enable a buyer to define multiple line-specific attributes. the buyer can score attribute values to indicate the relative preferability of different responses. 8.Oracle Sourcing Help 7. the Submit button changes to Publish. edit. but also to other features and performance characteristics of each line. On the Create: Header page.2. On the results display. allowing respondents not only to respond to the price. you can submit the amendment for approval by clicking Submit for Approval on the review page. or delete any of the negotiation information provided by the template by proceeding through the steps of creating a negotiation. All suppliers will be required to acknowledge the amendment and resubmit their responses to be eligible for award. 2. Click the appropriate link under the Create area of Quick Links on the Negotiations Home page.2 Templates. quality. no new responses can be received on the previous negotiation.2 What are line attributes and attribute lists. click Apply Template. You can add to. Line attributes can then also be weighted to indicate the relative importance of a single attribute among the other weighted attributes. These attributes may either require a response or no require a response from the supplier.1.

1. terms and conditions.you may want to create a negotiation template that you can use each time you create a new negotiation. edit. edit.or company-wide negotiation attribute lists for repeated use. and buyer's auctions are different documents. click "Create New Template. each type has its own template(s). you simply apply the template to the negotiation. add to and edit details of the negotiation (as necessary). participation controls. On the Templates page. all technical attributes can be placed one group while all non-technical attributes can be located in another. Note: In order to create "public" offer templates. and use the template). 2. RFQs. If you Page 72/209 . . complete the following fields (required fields are marked with an *asterisk): *Template Name Description *Access. you must be assigned the appropriate authorization by your system administrator. This allows you to organize attributes in relevant groups for analysis.2. and publish your negotiation. Click the appropriate create link under the Templates area of Quick Links on the Negotiations Home page.attributes. etc. Using a template saves time by streamlining the creation process. 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. Creating a new negotiation template 1.3 How do I create and edit negotiation templates? If the majority of the negotiations you create contain the same features . 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. 2. especially if several buyers are collaborating on the analysis. and use) and "public" templates (templates that all registered users in your company can view and use). Your template status will default to Active. You can create as many templates as necessary. Since RFIs. The reusable lists allow buyers to standardize the information they wish to include with specific lines during negotiation creation. You can create both "private" templates (templates that only you can view.Oracle Sourcing Help Attributes are assigned to a predefined Attribute Group. Attribute lists let a system administrator create system." 3. For example. Your negotiation template contains the features that are similar among the negotiations you commonly create. Active templates can be used immediately to create new negotiations. When you create a new negotiation using a template.

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

the system uses the following hierarchy to determine which category value to use: 1.5 What happens to the item category when I create a negotiation by applying a template and using spreadsheet upload? A buyer can apply a predefined template to the RFQ or auction in creation Step 1 and then use the item creation by spreadsheet capability to upload details on multiple items in Step 3.1. status. If the supplier you selected has multiple sites defined in the system. 2. 3. If you wish to add more suppliers to your list. Click "Invitation" under the Reusable Lists area of Quick Lists on the Negotiations Home page. The value defined for the RFQ/Auction template. When you are finished.2. including change the access and status. 2." then search for suppliers to add to your invitation list. 6. Page 74/209 .Oracle Sourcing Help Sourcing Super Users or users with the Manage Invitation Lists job function can create. On the search results page.6 What happens to the attributes/price elements when I create a negotiation by applying a template and using spreadsheet upload? When you create an RFQ or auction by applying a template and then use the spreadsheet upload feature to add your items. The value specified in the spreadsheet. Select the supplier(s) and click Add to Invitation List. On the Edit Invitation List page. click Submit. 4. 4. You can also add or delete suppliers. Search for the list you wish to update. 5. click "Add Suppliers" again and follow the perceiving instructions. update your list description. When you have finished adding suppliers. then click Edit. you can add an entry for each site for that supplier if you choose. Click "Add Suppliers. find your list. If the template and spreadsheet have conflicting category values. 8.1. or 2. To edit an invitation list you have created: 1. any attributes/price elements defined for the template are added to any attributes/price elements you define via the spreadsheet. If you are have the Manage Invitation Lists job function. 5. 2. 7.2. edit. and access as appropriate. click Apply. you can edit public lists. 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. and manage public invitation lists.

Oracle Sourcing Help For example. a buyer can create an auction to buy a fleet of 12 vehicles for a delivery service. and your spreadsheet upload includes two items. Line attributes define 1) unique specifications that you set for a negotiation line. auction). using an attribute to define this specification calls attention to the specification." Metal industry negotiation items can include "grade of metal" as an attribute. Price Elements.2 How do I add line attributes to my negotiation? You can add multiple line attributes to any line in your negotiation. you may choose to add one or more line attributes to that line. and 2) the details that a participant should provide when responding to that negotiation line. then bidders must enter the mileage of any bid. For more information about how to add line attributes to your negotiation items. Adding these as required item attributes that are displayed to bidders can customize your negotiation items to your specific industry. Attribute Scoring.3 Item Attributes. item A with four attributes/price elements. The attribute(s) are added to that line only. and item B with two attributes/price elements. Line attributes can call attention to industry-specific characteristics. and do not apply to all lines in the negotiation. Line attributes make your negotiation line more descriptive and can also be used to ensure that all responses submitted for the line include specific details not included elsewhere in the line information. 2. In addition. the buyer can add an attribute called "mileage" to specify that the bid item must have fewer than 12. Page 75/209 . retail industry negotiation items can include such attributes as "color." "style. 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.1 What are line attributes. RFQ. the precedence is: 1.1. if there are three attributes/price elements for your template. and Price Breaks 2. While the buyer could enter this information in the auction line description. if the buyer marks this attribute as required.000 miles on the odometer.3. For example. see "How do I add attributes to my negotiation lines?" 2. the attribute/price element specified on the spreadsheet 2.1.3. the attribute/price element specified by the template. and why would I add them to my negotiation lines? When you add a line to a new negotiation (RFI. When the buyer adds the line (vehicle) to the auction.1. For example. If there are duplicate attribute/price elements between the template and the spreadsheet." and "SKU number.

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

31/12/2002 > 01/01/2003 Red Blue 60 100 100 80 50 100 75 Given these definitions. 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 . 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. and Response 2 would be designated as the best response even though the bid price for Response 2 is higher.Oracle Sourcing Help Quantity Quantity Need-by Date Need-by Date Need-by Date Color Color < 1000 > 1001 < 31/10/2002 01/11/2002 .

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

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

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

Oracle Sourcing Help o To set the weights for all attributes equally. which is required to compute a total unit price. or discrete costs such as shipping fees. Or you might create a list that identifies additional services such as consulting or training that will be required by a particular negotiation item. If there are an odd number of attributes. 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. Price elements allow you to: Identify suppliers with the lowest total cost per line not just the lowest item price. the supplier's response prices to the price elements will not be rolled up into the line total price. click Equalize Weights. for example. Support supply chain operations more efficiently by recognizing and analyzing how one organization's performance and costs affect another organization.1. This is because in the absence of a line response quantity. To create a new price element list: 1. freight charges or import duty fees. You can create new price element lists or edit existing lists.3.1. the system will assign weights as equally as possible.6 What are Reusable Price Element Lists. Page 84/209 . You must be assigned the Create Reusable Price Element Lists job function to create these lists. the supplier's response values for fixed-amount type price elements cannot be converted to a unit price.3. Such costs could include services such as training or consulting. Take into account any additional costs or charges when considering outsourcing a project. 2. For example. Click the Price Element link under Reusable Lists on the Quick Links section of the Negotiations Home page. Identify hidden activities or "cost drivers" to facilitate improved analysis and decision-making. 2.5 How do I use price elements? Price elements allow a buyer to identify additional costs associated with a particular negotiation line. Once you have created a price element list. Buyers can specify when they create the negotiation how much they anticipate paying for these additional costs. Note: If the negotiation outcome is a blanket purchase agreement. you might create a price element list identifying normally expected transportation costs. you can apply that price element list to any negotiations (RFQs or auctions) containing items to which those price elements are applicable. These costs can then be negotiated between a buyer and supplier just like the item price.

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

) 3. and you may specify several quantity levels and the prices you are willing to pay at each.Oracle Sourcing Help To edit a price list: 1. Or you may be willing to pay more per unit if your supplier can ship the order to a special location. you may expect to receive a discount from your supplier if you buy a large quantity of units. When you have entered the search data. For these price breaks. You can then enter different assumptions into the system and have it calculate which response is the best. search and select the list you want to edit. You then set up two quantity-based price breaks. 5. If any price elements are inactive. click Apply. add or delete price elements from the list.1. On the Price Element Lists page. you can either click the price element list name link. Your suppliers respond to your negotiation specifying their responses to your price breaks. you can o o o update the description for the price element list. 2. or by a certain deadline. The list status (Any. 7. 4. (This returns all price element lists using that price element. change the price element list status. 6. Click the Price Element link under Reusable Lists on the Quick Links section of the Negotiations Home page. The first offers a price of 19$ per unit if buying more than 100. and how do I use them? Price breaks allow you to negotiate line prices with your supplier based on characteristics of your order. The first few words of the list description. The search results display any price element lists matching your search criteria. To edit the list. you receive an error message. The second offers a price of $18 a unit if purchasing over 500. The new list is validated. click Go. For example. or select the price element list and click Edit. Page 86/209 . Active or Inactive). you receive the responses shown in the table below. You specify 20$ as your start or base price. Example: Assume you are purchasing PC keyboards. you can define as many price breaks as are appropriate. When you have finished making your changes.3. 2.7 What are price breaks. On the Edit Price Element List page. You can search for a particular price list by : o o o o The list name. For each (non-amount-based) line in your negotiation. The name of any price element defined to the list.

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

and 2) the details that a participant should provide when responding to that item. For example. click Analyze by Line from the Actions menus and click Go. click Apply.1 What are some negotiations strategies I can use? When creating a negotiation. you will not be able to enter price breaks. You can enter values for all price breaks you defined and the system will calculate which of the responses is best for the values you entered. On the table of negotiations. For example. Analyzing Price Breaks Once you have defined your price break expectations. 5. 3.Oracle Sourcing Help 3. and your supplier(s) have responded with quotes. and effective dates (available for non-cumulative price breaks only). click the response number link. you can enter different values in the fields under Enter Assumptions and have the system calculate the best response based on the values you enter. You can set breaks by unit quantity.4. price. Search for the negotiation you're interested in. Item attributes define 1) unique specifications that you set for an item. 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. If you select Non-Cumulative. For each price break criterion. 2. 4. and click Analyze Price Breaks. Once you have defined all your price breaks. Select the negotiation line. 5. you can have the system evaluate the supplier responses based on scenario information you enter. you could define multiple price breaks based only on order quantity. Click Add Another Row to define additional price breaks. you could enter different order quantities and see which supplier response is the best for a certain quantity.4 Additional Creation Topics 2. Page 88/209 . Ship-To address/organization. If you select None. otherwise select optional. you will not be able to negotiate on effective dates. To analyze price break information: 1.1. 2.1. On the Analyze Line: Analyze Price Breaks page. You can define as many price breaks as are needed to fully define your pricing structure. On the negotiations summary page. you can offer a particular target price. Select Required to force to supplier to respond to the price breaks you define. 4. Define your price breaks. Also select either Cumulate or Non-Cumulative.

o Quote/Bid Start Price Starting price for one unit of your negotiation item. Bid improvement controls only apply to the current round of bidding. you set an "ideal" threshold toward which the most competitive responders can strive. o Bid Decrement If you enable bid decrement. 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. Bid decrement enables you to eliminate fractional improvements in bid prices.Oracle Sourcing Help If you want to ensure that specific details accompany every response to an auction item. Setting a Quote/Bid Start Price and a Target Price You can set a Quote/Bid start price and/or a target price for each item. Using AutoExtend and Bid Decrement processing (auctions only) o AutoExtend If you set AutoExtend to "yes. and mark the item attributes as required. Setting a start price enables you to ensure that no bids above the start price will be accepted. you specify that bids must improve by the minimum amount you choose. The most competitive bids are often received in the closing minutes of an auction. By enabling AutoExtend. you allow all bidders the extra time to match and surpass the most competitive bids.your target price. All participants will be required to submit the requested attribute information with their responses. You can also quickly spark a round of competitive participation around your target Page 89/209 . add those details as item attributes. By setting a start price. o Target Price Price you hope to pay for one unit of your negotiation item.and surpass ." your auction is automatically extended if a new best bid is received during the AutoExtend window. Enabling several AutoExtensions can spark several rounds of competitive participation. By displaying a target price. Bid decrement accelerates improvements in bid prices and can help you quickly reach .

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

you first create an event. To cancel an event. To use events. Such costs could include service related costs such as training or consulting services.1. To see event details. Once the event is created. 2. 3. description. Page 91/209 . You can then start associating negotiations with it. To see the negotiations associated with the event. To create a sourcing event: 1.Oracle Sourcing Help Using price elements Price elements identify additional item costs beyond just price. you can associate negotiations with the event while creating the negotiation on the Create Header page. Click "Event" under the Create area of Quick Links on the Negotiations Home page. You may want to create a sourcing event if you need to monitor several related negotiations as a group rather than individually. similar negotiations. To manage a sourcing event: 1. Click OK. On the Create Event page. Your event is opened as soon as it is created. You can continue to associate negotiations with the event until the event's inactive date is reached. This takes you to the Manage Events page. and an inactive date. enter a title." Note that any draft negotiations associated with this event are not shown. or promise date 2. delivery location. You may also want to create an event if you want to encourage respondents to participate in multiple. You have the choice of canceling only the event or canceling the event and all negotiations associated with it as well. 3. You can continue associating negotiations with the event until its inactive date is reached. 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. select the event and click "View Negotiations. 2. 4.2 What is a sourcing event? A sourcing event is group of related negotiations. click the event number link. Clicking OK on the Create Event page or "Events" from the Manage area of Quick Links on the Negotiations Home page takes you to the Manage Events page. click Cancel.4.

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

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

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

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

To apply contract terms to your sourcing document: 1. When you have finished creating your new negotiation. RFQ. 2. Using contract terms is an easy way to create and maintain standardized contract text which can be customized as needed.7 What are contract terms and conditions. This includes any contract clauses or deliverables (terms. Click "Copy" under the Create section of Quick Links on the Negotiations Home page. 3.1. or auction). you can click Apply and Create Another. click Apply. 5. You need the Contracts Terms Library Administrator responsibility to create and maintain clauses and contract templates in the Contract Terms Library. Once the page refreshes.1. After you have finished defining your deliverable. Note that most of the information you defined previously is carried forward into the copy. otherwise click Publish to open it for responding. You can use contract terms to specify legal and other requirements for your negotiation. Verify your negotiation information. conditions.6 How do I copy a sourcing document? You can copy sourcing documents that you or any other users in your organization have created. You can copy an existing document to create a new document of the same type (RFI. Edit your new negotiation by continuing through the creation steps. Clicking Copy places you on a new Create Header page with the existing information inserted. then click Submit for Approval if approvers are specified for this negotiation. Note that you will have to specify new Open Date and Close Date values 6. You can click the negotiation number to see details about the negotiation. click Review. On the Create Negotiation page. you can define your next deliverable. You need the Manage Contract Terms responsibility to create and maintain contract terms on negotiation documents. 4.Oracle Sourcing Help 6. Page 96/209 . click Contract Terms in the navigation bar at the top left side of the page. 2. and deliverables are available if Oracle Procurement Contracts is implemented). To copy an existing negotiation: 1.4. click the Copy icon at the right of the page. 2.4. and how do I use them in my negotiation? If Oracle Procurement Contracts is installed and licensed. Once you have found the negotiation you are interested in. Search for the negotiation you want to copy. you can create contract terms and apply them to your negotiation. If there are multiple deliverables to define.

On the Requisition Summary page. 2. You can see this line information on the View Requisition Line Summary display. Select Validate from the Actions menu to verify the validity of the contract terms you are defining. For AutoCreated lines. After you have created your header by adding a title (and adding/modifying any other information) clicks Lines in the top left navigation bar. Along the way. To view the backing requisition information during negotiation creation: 1. 5. You can edit the clauses applied by the template as needed.1. you must correct them and validate again. click the requisition number link. 4. When you have completed your contract terms. 5.Oracle Sourcing Help 2. 4. 2. For example. The Requisition Line Details page displays information in the following areas: o Requisition Page 97/209 . click the requisition number link to view detailed information on the line. See the Oracle Procurement Contracts online help for information on using contract templates. Click Apply Template. 6. adding any additional lines. 3. Once the new draft negotiation has been created. and then click the Details icon. you may need to view the demand linked to a particular negotiation line. you can access it and continue creating your negotiation. search for and select a contract template from the list of values. See the Oracle Procurement Contracts online help for instructions on modifying clauses. The Create Lines page displays any lines AutoCreate created using requisitions in Oracle Purchasing and allows you to create additional lines if necessary. continue by either clicking Suppliers to define a supplier invitation list. If you receive any error messages. Or you may need the name of a contact who can answer questions you have about the negotiation line.8 How do I view the backing information for lines AutoCreated from Oracle Purchasing? You can use the AutoCreate feature of Oracle Purchasing to use existing requisition information in Oracle Purchasing to create an RFQ or auction in Oracle Sourcing. You can add. On the Create Contract Terms page. delete or modify text. you may wish to view the requisition line information for the lines that AutoCreate carried over from Oracle Purchasing. This includes all the other tasks such as creating your header. specifying negotiation controls. and possibly inviting suppliers. 3.4. or clicking Review to inspect the negotiation prior to publishing it.

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

Team members can be optionally assigned tasks with target dates. If the member has read-only access. Page 99/209 . Note that throughout the approval process.Oracle Sourcing Help 2.1. 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. all members have full access to the sourcing document. The buyer can search for and select additional collaboration team members if necessary. Approvers can be added or removed as necessary at any time before the sourcing document is submitted for approval. Team members with required tasks should indicate when those tasks are completed. the buyer can add employees from different business groups. which is determined from the owning operating unit. Not until the document is approved and published are notifications sent to suppliers about the document. Document Approval Process Any user who is on the Collaboration Team can be designated as an approver for that document. If the profile option is set to Yes. Adding Collaboration Members On the Create Header page. You must have modification access and the functional security of "Manage Collaboration Team" to modify the collaboration team definition. If the buyer changes the operating unit after defining the negotiation team. all approvers can access and approve the document simultaneously. Any other user from the same buying organization can be added. There are no dependencies among approvers. Once the document has been submitted for approval. but members can be restricted to read-only access where appropriate. Collaboration team members must belong to the business group of the negotiation. no changes can be made to it (other than having approvers removed) unless the document is rejected.11 Who can participate as team members? The negotiation creator and anyone with Manage Collaboration Team job function can add/delete team members. The approval process is not hierarchical. notifications are sent between the buyer and the document approvers. Once the document has been approved. Anyone with this job function can publish the approved negotiation to suppliers. the buyer identifies: If the member is an approver. You can define a collaboration team when creating the document or you can use document templates to define collaboration teams. a Publish button appears to anyone who has the Publish Negotiations job function. The buyer and the buyer's manager always default to the team and cannot be removed. Note: This rule is only in effect if the profile option HR: Cross Business Group is not set to Yes. By default. For each member. there is an area where a buyer can identify collaboration members.4. the system will validate that the team members belong to the new business group of the operation unit. The buyer and the buyer's manager are automatically identified as team members.

when the target date is. See How do collaboration teams work? for more information on collaboration teams. members of the document collaboration team (if any). Security Levels and Collaboration Teams The use of collaboration teams allows document creators to select a number of collaborators for the document creation and administration and define flexible security rules that can apply to each collaborator. Other members can be selected as approvers of the document. and the Security Hierarchy members defined in Oracle Purchasing for that document type. the creator's manager. selected members can be assigned specific tasks which they must complete. Execution against global agreements can be performed by multiple local operating units. 2.1. Global agreements: Page 100/209 . For example. some collaborators can be defined as having read-only access. This is in contrast to a regular blanket purchase agreement which can exist only within the realm of a single operating unit. Hierarchy The document can be viewed only by the creator. and members of the document collaboration team (if any). the creator's manager. 2. All members identified as approvers must approve the final version before the document can be published.13 What are global agreements.4.Oracle Sourcing Help If that member has been assigned a task.4.12 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. Private The document can be viewed only by the creator. meaning they can view but not update the document throughout its lifecycle. There are three possible security levels a buyer can select: Public The document can be viewed by any other buyers in the buying organization.1. Also. and if so. and how do I use them? Global agreements allow buying organizations to negotiate pricing and define agreements on behalf of a shared central environment.

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

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

If you need to specify price breaks. you can create documents that negotiate for many different types of services. General services fixed-price lines use a negotiation outcome of standard purchase order. 9. click Select Price Break Settings and ensure it is not set to None. 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. make sure you select a temporary labor. 8. select Online to continuing entering your line description online. The charge for this type of service is based on hourly rates per person. or click Load from Spreadsheet to upload a previously completed spreadsheet file containing all the line information 2. vacation).Oracle Sourcing Help 2. 5.2 What kind of services can I negotiate for? If Oracle Services Procurement is installed and licensed. or consulting services. To define a temporary labor. Fixed-price temporary labor such as contractors. is a response to the price differential required) 7. There is a fixed amount limit attached to the service. Fixed-price services such as corporate accounting services. if appropriate. temporary administrators.2. 2. Search and select a job from the Job menu. Also. maintenance services. 6. 4. From the Add Line menu on the Create Lines page. Create attributes as needed to solicit additional information for this line. Page 103/209 . rate-based line: 1. Enter your price breaks including Price Differentials. ensure that you choose Blanket Purchase Agreement as the negotiation outcome for temporary labor line types. On the Lines: Create Line page. Select the price type (for example. and specify the differential associated with this price type. 3. The charge for this type of service is based on a flat amount for the service provided. Unit of Measure and Category will default according to the Job you select. make sure you select the Global Agreement checkbox.2. Job Details. and click Go. You can include services-related lines with regular amount-based and goods-based lines. .3 How do I define services related lines? Services related line types allow you to negotiate on labor contracts. Specify how price differentials are to be used within the negotiation (for example. The Description. rate-based line type. For temporary labor line types. Enter values in your price fields if necessary.

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

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

You also search for all open negotiations to which you have access.Oracle Sourcing Help Note that the Your Negotiations at a Glance section shows a limited number of entries based on time remaining. Negotiations in which you are participating appear under Your Negotiations at a Glance. It is when the buyer receives the offline copy of the response or when the supplier mails/faxes the response. 3. and then click View Response History to see information on responses to this negotiation. 2.3. Once the buyer has received all the bid/quote information.3.2 How do I monitor the negotiations I have created? Access the negotiation you wish to monitor. you can either Select View Response History from the Actions menu and click Go. click Full List. click Full List. enter the name or contact of the surrogate supplier in the Supplier field and click Go. Select a contact for the supplier and click Create Surrogate Bid/Quote. Sign on to Oracle Sourcing with Sourcing Super User responsibility. From the negotiations summary page. On the negotiation summary page. Click the Responses number to access the Details page for the negotiation. select Create Surrogate Quote/Bid from the Actions menu. 2. 5. Continue from the Terms and Conditions page with regular a response if terms and conditions are required. 7. Oracle Sourcing buyers can place surrogate bids on behalf of such suppliers.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. To see the complete list of negotiations you created. 4. From the Negotiations Home page. On the Create Surrogate Bid/Quote: Select Supplier and Contact page. 6. You can also use the Graphical Monitor to view and compare responses to your negotiation. Clicking the number of your negotiation takes you to the negotiation summary page. On the Create Bid/Create Quote page. If you do not see your negotiation. 2. To place a surrogate bid on behalf of a supplier: 1. and click Go. a surrogate bid can be entered into the negotiation. Page 106/209 . enter the Bid/Quote Received Time. access the negotiation in which you wish to bid by clicking its number. Click the negotiation number to access the negotiation summary page where you can see information on the negotiation.

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

You can display these charts by clicking the triangular icon labeled Show Chart. Each response is identified by its response number. 2.3. You can use an Excel spreadsheet file or a text spreadsheet file. You can download bids whether the negotiation is open or closed. you can view them by clicking the icon in the Notes/Attachment row. you should also download the Instructions file. On the Export Quotes/Bids to Spreadsheet page. 4. If there are any attachments. 2. Save the file to a convenient location. there will be only one segment for each graph with that segment comparing simply the price. Open the file and complete it according to the directions in the Instruction file. 5. Page 108/209 .Oracle Sourcing Help 6.6 How do I download the responses I have received? You can download all the bids and quotes you receive for a negotiation into a spreadsheet for offline viewing. You can pause your cursor over each section of the bar to see the exact response value to that segment. You can also update the spreadsheet with your award decisions and then upload it to identify winning responses. If you did not use price elements in your negotiation. select Export Quotes/Bids from the Action menu. From the Your Negotiations at a Glance section. To download responses: 1. The Attribute Group Scores chart compares competing responses in terms of attribute group totals. If you defined price elements to be included in your price calculation. select the type of spreadsheet you wish to down load. This is useful if you have received a large number of responses and want to compare them offline. The Analyze Line: Compare Quotes/Compare Bids page displays a sideby-side comparison of the response details for all responses you chose to compare. Save the file. Note that there may be two other charts available on the page depending on how you defined your negotiation attributes. click the negotiation number for the negotiation to access the Negotiation Summary page. 3. If you have never used spreadsheet files before. the chart will show the total price calculated by combining all the responses to the price elements. These charts compare different aspects of the responses. The Price Analysis chart compares the calculated line prices offered by the responses. On the Negotiation Summary page.

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

From the negotiation summary page for this negotiation.Oracle Sourcing Help Scoring negotiations to determine the best overall total cost. 1. 3. You can use AutoAward to quickly generate a benchmark against which other ranking methods and scenarios can be compared. The first offers a price of 19$ per unit if buying more than 100. select Analyze by Spreadsheet from the Actions menu and click Go. 4. For these price breaks. Your level 1 price break Your offered price $20 Supplier Response $19 1's Supplier Response $19 Page 110/209 2's . select View AutoAward. you can download a spreadsheet with which to make award decisions.3. For example. Or you may be willing to pay more per unit if your supplier can ship the order to a special location. 2. 2. Once the negotiation is closed. Download and save the file. you can define as many price breaks as are appropriate. The second offers a price of $18 a unit if purchasing over 500. you receive the responses shown in the table below. You can then enter different assumptions into the system and have it calculate which response is the best. Your suppliers respond to your negotiation specifying their responses to your price breaks. and you may specify several quantity levels and the prices you are willing to pay at each. and how do I use them? Price breaks allow you to negotiate line prices with your supplier based on characteristics of your order. you may expect to receive a discount from your supplier if you buy a large quantity of units. To download responses via spreadsheet for analysis: You can use the spreadsheet download feature to perform many tasks offline. On he negotiations summary page. or by a certain deadline. 5.8 What are price breaks. The AutoAward Recommendation page displays the response(s) that AutoAward has decided best fit the negotiation requirements. select: which type of files to download.htm file) to process the spreadsheet. Click Export. For each (non-amount-based) line in your negotiation. Open the file up and use the instructions in the readme file (the . You then set up two quantity-based price breaks. As long as you have not closed the negotiation. You specify 20$ as your start or base price. you can use the spreadsheet download feature to export the response information for analysis offline. On the Analyze by Spreadsheet page. Example: Assume you are purchasing PC keyboards.

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

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

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

if you extend that auction for only 3 days. Additionally. your new close date is January 22. Click Apply. your new close date is January 18. 4. follow the instructions to add new suppliers. Under the Your Negotiations at a Glance section on the Negotiations Home page.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.Oracle Sourcing Help 2. If your negotiation is not displayed.3. To manually extend your negotiation: 1. 3. You can also enable AutoExtend or modify your AutoExtend settings if you wish. you entered an award date. and you extend that auction for 7 days. click Full List. and/or long-term agreement dates. 5. A notification will be sent to all participants. click the negotiation number for the negotiation you wish to extend. select the Extend RFQ/Extend Auction option from the Actions menu and click Go. Under the Your Negotiations at a Glance section of the Negotiations Home page. Click Apply. If. 2. However. when creating this negotiation. For example. specify a new close date and time. Page 114/209 . 6. and your award date remains January 20. need-by date. and your new award date is January 27. 3. you cannot extend an auction after its first AutoExtension has been triggered. Select Add Invitees from the Actions menu and click Go. If you don't see the negotiation. On the Extend RFQ/Extend Auction page. click Full List. 2. On the negotiation summary page. You cannot manually extend your negotiation after it has closed. Enter a new close date and time.3. click the negotiation number link for the negotiation to which you wish to add additional suppliers. On the Invite Additional Suppliers page. 2. if your negotiation includes a January 15 close date and a January 20 award date.11 How do I extend a negotiation that is in progress? You can extend an negotiation beyond its scheduled close date and time only if you set your response controls to allow manual extension. 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. To add suppliers to a negotiation: 1.

review your current AutoExtend settings (if any). Under Your Negotiations at a Glance on the Negotiations Home page. or upon receipt of a new winning bid). Once you have made your changed. If your auction enters AutoExtend mode.3.12 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. click the number for the negotiation whose AutoExtend values you wish to change. click Apply. 3. select the Extend Auction option from the Actions menu and click Go. If your auction enters AutoExtend mode. However. you can still enable AutoExtend (if not enabled initially) or modify your initial AutoExtend settings after the auction opens for bidding if you selected "Allow manual extend when negotiation is open" while setting the bid controls. 2. On the negotiation summary page. To change your auction's AutoExtend settings: 1. On the Extend Auction page. you can change the number of times that the auction can AutoExtend. you can still enable AutoExtend (if not enabled initially) or modify your initial AutoExtend settings after the auction opens for bidding if you selected "Allow manual extend when negotiation is open" while setting the bid controls. but you cannot change any other AutoExtend settings. Page 115/209 . but you cannot change any other AutoExtend settings. 2. You cannot enable or modify AutoExtend settings for an auction that is in a preview period or has closed for bidding. you can change the number of times that the auction can AutoExtend. You can modify the following AutoExtend options: o o o o Lines you want to AutoExtend (AutoExtend all lines. You cannot enable or modify AutoExtend settings for an auction that is in a preview period or has closed for bidding. 4. or only those that receive bids during the AutoExtend period) Number of extensions allowed Length of each extension Start time of each extension (at the scheduled auction close time. You can also review and extend your auction's scheduled close date and time. However.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.

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

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

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

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

Click Apply. Note that you cannot manually close an auction after its first AutoExtension has been triggered. click Full List. This note is included in the notification that will be sent. click the negotiation number for the negotiation you wish to cancel. On the negotiation summary page.17 How do I create an amendment to a negotiation? After publishing a negotiation. 5. 4. This update is called an amendment. there may have been too few responses. On the negotiation summary page. If desired. The system notifies all the invitees and participants of the cancellation. To close your negotiation early: 1. 1.3. Under the Your Negotiations at a Glance section of the Negotiations Home page. Amendments can be created anytime after the preview date/time (or open date/time.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. For example. select the Close Early option from the Actions menu and click Go. 3. 4. Under the Your Negotiations at a Glance section of the Negotiations Home page. 2. Also the line requirements have changed.3. enter a note to your suppliers.Oracle Sourcing Help 2. click the negotiation number for the negotiation you wish to close. 3. select the Cancel RFQ/Cancel Auction option from the Actions menu and click Go. If you do not see the negotiation. In any of these cases. or the items are no longer needed. On the Cancel page. 2. 2. enter the new date and time you want to close the negotiation or choose to close it immediately. you can enter a text note to participants explaining why you are canceling the negotiation. Respondents are notified that the sourcing document has been amended and are required to review their previous response and resubmit it in accordance with the amendment. if no preview date/time was specified) and before the close date/time. the responses to your negotiation do not meet your needs. or the terms of the responses are not acceptable. On the Close Early page. Page 120/209 . 2. you may wish to simply cancel the negotiation. the buyer can update information defined in the document if necessary. Click Apply.16 How do I cancel a negotiation? Sometimes.3.

Once you click Publish. Change the negotiation rules on the Create Amendment: Controls page if necessary. additions. If you have approvers identified on the Collaboration Team on the Create Header page. for example. On the Create Amendment: Lines page. 3. You cannot add or delete suppliers on the Create Amendment Suppliers page during an amendment. enter any line changes. and there are clauses and deliverables defined to this negotiation. Government organizations in particular present solicitation packages according to a unified format. 2. use the active negotiation's negotiation summary page. current prices.1. 4. Draft amendments are available on the Negotiations Home page if you click Drafts in the Manage Quick Links section. On the Create Amendment Header page. To invite new suppliers. 2. or names of invited suppliers. This suffix is incremented every time you create a new amendment for this document. If Oracle Procurement Contracts is implemented. You can save the amendment as a draft at anytime during the creation process if you click Save Draft. 5. you must enter a new Description for the amendment and make any other header level attribute changes you need. On the negotiations summary page. no new responses can be received on the previous negotiation. 6.18 How do I print information on my negotiation? Much business communication today is carried and managed offline. Notice that the negotiation number has now been given a suffix. Once approved (or if approval is not required). or updates to line information if necessary.. Approvers will receive notification that they need to approve the amendment. You can review the new changes compared to the current active negotiation by clicking Review.Oracle Sourcing Help To create an amendment to a sourcing document: 1. the Submit button changes to Publish. you can submit the amendment for approval by clicking Submit for Approval on the review page. All suppliers will be required to acknowledge the amendment and resubmit their responses to be eligible for award.3. Buyers need the capability to download and print a negotiation for offline review. 7. The printed version of the negotiation is appropriate for public display since it excludes all internal data such as internal attributes. You go to the Create Header page. select Create Amendment from the Actions menu. 12345. mail or email. 8. these can be changed on the Create Amendment: Contract Terms page. The printed version also does not include any price elements Page 121/209 . Responders should be able to complete negotiation documents and return the results by FAX. deletions.

search for the negotiation you wish to print by clicking the Negotiation Number link. On the Negotiations Homepage. 3. search for the negotiation you wish to print. 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. open and inspect the print directly. On the negotiation summary page.3. If Oracle Procurement Contracts is implemented and the sourcing document has contract terms attached to it. or save it to a location on your machine and review the document there. 3.Oracle Sourcing Help defined to the negotiation. 2. open and inspect the print directly. When the prompt box appears. Page 122/209 . Click Preview Contract Terms. select Print Document from the Actions menu. search for the negotiation for which you wish to print the contract terms by clicking the negotiation number link. To print a negotiation (for suppliers): 1.19 How do I view the approval history for my negotiation? If you selected the "Require award approval" negotiation control. the clauses and deliverables are printed as well. your award decision must be approved before you can begin to create a purchasing document. click Full List. If you cannot see all your negotiations. On the Negotiations Home page. On the Negotiations Homepage. Access the negotiation by clicking its negotiation link. On the negotiation summary page. 2. To print a negotiation (for buyers): 1. You can view the approval history at any point. Click the Contract Terms link in the navigation bar. 2. Once you have submitted your negotiation's award decision. select Print Document from the Actions menu 3. 4. When the prompt box appears. 2. These negotiations are listed under the Your Negotiations at a Glance section. open and inspect the print directly or save it to a location and review the document locally. you can view the approval status of your negotiation. but there will only be data displayed after the recommendation has been submittted.

a buyer may ask a supplier to provide copies of personnel certification. When results are displayed. On the Update Deliverable page. When you are finished updating the deliverable information. See the Alert column for important information on the deliverable's status.3. This allows you to quickly pinpoint any negotiations that are at risk because a deliverable has not been provided. scroll if necessary to find your deliverable. To view and update your deliverables: 1. or delivery schedule before the buyer will consider finalizing a contract with that supplier. 4. 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.Oracle Sourcing Help To view the approval status of a negotiation: 1. If Oracle Procurement Contracts is installed and licensed. Click "Deliverables" under Manage in the Quick Links section of the Negotiations Home page. 2. You can easily view the status of all your deliverables. you can create and manage deliverables for your negotiations. a detailed project plan. 2.20 How do I manage deliverables I have assigned to a negotiation? Deliverables are additional requirements which must be provided by a supplier as part of the negotiation process. Navigate to the summary page for the negotiation 2. o o o To see information on the deliverable. At any point in time. Modify or delete an existing attachment. Select View Award Approval History from the Actions menu. To update the information on a deliverable. The Award Approval History page shows who has approved your award recommendation and the approvals remaining in the approval chain. Page 123/209 . enter enough search values to restrict the results to the deliverable(s) in which you are interested. click the entry in the Deliverable Name column. 5. 3. To see information on the negotiation to which the deliverable is assigned. some of which will require deliverables. click the Update icon. click Apply. or add a new attachment. click the entry in the Document Number column. On the Manage Deliverables page. For example. you may have many negotiations in progress.

3. There are several methods you can use when awarding business in a buyer's auction or RFQ: You can award the entire negotiation to a single supplier (multiple suppliers if the outcome is a blanket purchase agreement). select Unlock from the Actions menu and click Go. Note: You will always be able to unlock and unseal an RFQ/auction you have created. The resulting page shows details about the response. you can make your award decisions. In addition. Page 124/209 . 2. select View Quote/Bid History from the Actions menu and click Go. To see details about a particular response. 3.4 Awarding Negotiations 2. There is an entry for each supplier who has placed a quote/bid in the negotiation. an RFQ/auction cannot be awarded until it is unlocked. click the number link in the Quote/Bid column. You can accept and use the decisions generated by the AutoAward feature. To unlock and unseal an RFQ/auction: 1. 2." 4.Oracle Sourcing Help 2.4. Close the negotiation if it is still open. You can award an individual line to a single supplier. 2. On the negotiations summary page.4. The Quote/Bid History page displays the responses the negotiation has received.1 How do I view the responses I have received? 1. In addition.4. 4. From the Your Negotiations at a Glance section of the Negotiations Home page. On the Confirmation page. An RFQ/auction can only be unlocked and unsealed after it is closed. On the negotiation summary page. click the negotiation number link of the negotiation you wish to see. Additionally.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. other users from your company who have the appropriate function security can also unlock and unseal your RFQ/auction. 2. Select Unseal from the Actions menu and click Go.3 What are the different methods I can use when performing awards? Once you have closed your negotiation and analyzed the responses you received. 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). click "Return to Negotiation Summary.

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

Oracle Sourcing Help Page 126/209 .

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

For amount-based line types. For quantity-based line types. select the line you wish to award and click Award. Once you have selected the suppliers and specified the number of units to be awarded to each. Select the supplier(s) to whom you wish to award this line and enter the number of units to be awarded in the Award Quantity field. the award simply identifies the supplier from whom business will be awarded in the future . 6.4. Once a line has been totally awarded. Follow the instructions in Step 2 and Step 3 above to enter that line's award decision 7. If you have removed any suppliers from the shortlist. You do not have to award a line. Continue until all lines have been awarded. 3. 5.Oracle Sourcing Help line in the negotiation. select the radio button for the supplier to whom you wish to award that line. 2. You can then save the responses as a spreadsheet file and view the instructions in the readme file contained in he zip to review offline to make your award decisions.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. For each line. 4. On the Award Line page. o o 3. Select the next line to be awarded and click Award. This is useful if you have received a large number Page 128/209 . On the Award by Line page. an awarded chekmark appears for the line. select Award by Spreadsheet from the Actions menu. You can choose to leave it unawarded. Click "Award by Line" to return to the Award by Line page. you see all the suppliers that responded to this line. you can split the award by entering a value in the Award Quantity for each supplier. but you can award less. you can choose to download only the responses from the remaining shortlisted suppliers. click Save Award. Click Save Award To award a single line to a supplier: 1. 2. you cannot award more units than specified in the negotiation quantity. Note the following: o o If you select multiple suppliers for this line. To award using a spreadsheet: If you wish to download the responses for a negotiation.

Open the file and complete it according to the directions in the Instruction file. 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. On the Negotiation Summary page.Oracle Sourcing Help of responses and want to compare them offline. weighting is implied in the maximum score for each attribute. With this method. Save the file. 2. If you have never used spreadsheet files before. select Export Quotes/Bids from the Action menu. you can manually score the responses you receive for a negotiation. You can enter straight scores for an attribute. 5. Page 129/209 . 2. From the Your Negotiations at a Glance section. You can use an Excel spreadsheet file or a text spreadsheet file. On the Export Quotes/Bids to Spreadsheet page. You can download bids whether the negotiation is open or closed. you should also download the Instructions file. To enter straight scores. 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. These attribute scores are then added up and the total is the total score for that response. click the negotiation number for the negotiation to access the Negotiation Summary page. 4. select the type of spreadsheet you wish to down load.4. Save the file to a convenient location. you first define the header attributes including weights and maximum scores during the creation of the negotiation. you can enter a subjective score for the header attributes. Using subjective scoring. you enter a number (up to the defined maximum) for each attribute score. You can also update the spreadsheet with your award decisions and then upload it to identify winning responses. upload your awards into the system. After you have completed your award decisions. Once a response is received. During this process. The system will calculate a weighted score based on the score value you entered for each attribute. 3. To download responses: 1. you can also specify whether the supplier can see the scoring criteria. 6.6 How do I manually score header attributes? Using header attributes.

Oracle Sourcing Help

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

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

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

Oracle Sourcing Help

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

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

You receive two bids as follows on the auction item:

Bidder Office Supplies Your PCs

Bid Quantity 30 30

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

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

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

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

If the supplier accepts the document. Searches are conducted using a search criteria and one of that criteria's search value.5. Once both you and the supplier have accepted the purchase document. you have the choice of four levels: None No acceptance is required. Some examples include searching for negotiations in which to participate. To save time and perform accurate searches. Document or Shipment Supplier can accept the document or individual lines.Oracle Sourcing Help 2.1 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.13 What is contract binding? If Oracle Procurement Contracts is implemented. In most cases when specifying a search value. you are sent a notification requesting your acceptance as well. you can use the wild card (%) as necessary The search process varies depending on what you are searching for. you can award business to selected suppliers and subsequently initiate the purchase order/contract creation. it is ready for execution. Document Only Suppliers are required to accept the entire document. If you require acceptance. use the search tips below. Page 137/209 . A notification is sent to the supplier requesting a signature to indicate acceptance after the purchase order is approved by any internal approvers. Suppliers can use iSupplier Portal to accept the document or can request that you enter acceptance on their behalf. This option uses Workflow notifications to obtain signatures online. When you are creating the purchase order document. 2.4. Document and Signature You and the supplier must sign the document to indicate acceptance. or finding reusable invitation lists to apply when creating a negotiation. You can optionally indicate whether acceptance is required for the resulting purchase order document.5 2. Once the negotiation is closed for responses. contract binding provides the ability to require both the supplier and the buyer to sign off on the details of a purchase order before it can be executed. you can require that the supplier sign and accept the document.

security level. To see the complete list of negotiations you created.Oracle Sourcing Help 2. The Your Negotiations at a Glance display shows all negotiations you created in order of time left before their close date/time. you select one of the criteria mentioned above from the drop down menu. and a last closed and being awarded. 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. click Full List.1.5. For some fields you select menu options. You can click the responses link to go to the History page where you can see the details of any responses. All these negotiations can be viewed and accessed from the Your Negotiations at a Glance section of the Negotiations Home page. 2. Page 138/209 . To perform an advanced search. From the Your Negotiations at a Glance display. another open and being responded to. you enter search values for multiple search fields. enter a value for the search criteria in the Search Negotiations fields at the top of the Negotiations Home page. creator. You can use any combination of these search criteria to reduce the number of results you receive. title. supply a search value. status. To perform a search. You can select one of two search methods: simple and advanced.5. A common task is monitoring and administering all these different negotiations. item category. item. Enter search values for as many search fields needed to qualify your search. specify a search value and click Go. When using the advanced search. One may still be in its preview period. 1. project number. you may have several negotiations that are in different states. To perform a simple search. and task number. and click Go.1. These include those mentioned above as well as type. select the type of search from the "Search Negotiations" menu. When using the simple search method. There are several criteria you can use when performing a search to restrict the number of search results.2 Searching for all negotiations to which you have access: In addition to the negotiations you own. Note that the display shows only a limited number of negotiations. click Advanced Search. you can click the negotiation number link to go to the negotiation summary page to see details of the negotiation. event. These include number. or supplier. on the Negotiations Home page. For others you enter values. style.1 Searching for your negotiations in which you are participating: At any point in time.

5. o o On the Search and Select: Suppliers page Page 139/209 . You can identify the suppliers you wish to notify by searching information in the Approved Supplier List. 2.5. negotiation creator.1. You can also search the Approved Supplier list for suppliers of a particular status (for example. 2.4 Searching for suppliers: When creating a negotiation. Click the Number link to go to the negotiation summary page where you can see information on the negotiation. negotiation title. Click Review and Submit to publish the draft. 2. You can search on negotiation number. If the draft is locked. select a search type from the menu. you can use % as a wildcard. click Go. and proximity to open date (specified as the number of days outstanding). Click Edit to update the draft. as well as information provided by the supplier company itself. You can search both the Approved Supplier List and the Supplier Master at the same time. Click the Manage quick link under Drafts on the Negotiations Home page. Click "Responses" to go to the negotiation History page where you can see information on current responses. You will also search for suppliers to add them to reusable invitation lists and/or negotiation templates. minority-owned or small business. Scroll through the Results: Negotiations display until you find the correct negotiation.Oracle Sourcing Help When entering values. 2. you can send invitation notifications to particular suppliers inviting them to participate in the negotiation. To search for and manage a draft negotiation: 1. You can search the Supplier Master to identify suppliers who meet certain criteria. Select the draft and continue processing.1. You can use % as a wild card value 3. Enter your search values. click Unlock to access it. for example. and click Go.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. 5. the Supplier Master. Scroll through the Results display until you see the target draft. approved or new). On the Manage Draft Negotiations page. When you are finished. o You can search the Approved Supplier List to identify suppliers who sell a particular item or commodity. 4.

2. you must identify item(s) on which you wish to negotiate. 2. Select the type of search from the drop down menu. 2. 1. To search by Supplier Business Classifications. and click Go.5 Searching for lines and categories While creating your negotiation. To search the Approved Supplier List Criteria. You must also specify the category to which the item belongs. click Show Approved Supplier List Criteria and select the attribute values by which you wish to search. If you wish to see all suppliers who provide a particular commodity. From the Results: Suppliers display. select the correct item and click Select. From the Search Results display. click Show Business Classifications and select the attribute values by which you wish to search. enter appropriate search values search values. 3. 3. On the Search and Select: Category page. 2. With amount-based items. How you search depends on whether the line type for your item is amount-based or goods-based. Page 140/209 . After you have entered your search values. You are returned to the create page with the category value inserted in the Category field. click Search. For goods-based items. Click the flashlight next to the Item field. you can search and specify a category value but cannot specify an item value. Click Go. use the flashlight to search and select commodity or item. The category value defaults according to the item you select. On the Search and Select: Inventory Item page. Click the flashlight icon next to the Category field.1. enter a full or partial supplier name. Enter as many search values as are needed to efficiently qualify your supplier search. If you know the name of the supplier you wish to invite. enter a search value for either the item name or a word in the item description. Click the Select button or the Quick Select icon. you can search and specify an item value. Scroll through the Search Results display and select the correct category. 1.5. you can search by either the Category name or by words contained in the Category Description. select the supplier(s) and click Invite.Oracle Sourcing Help 1. 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. 2. For example. you can search for all price element lists that contain a particular price element. 3. The Search Results display shows all addresses that matched your search criteria.6 Searching for addresses: While creating negotiations. you can search using multiple criteria. If you do not know the beginning of the name. Additionally. For each list. enter a search value in the Search field and click Go. Click Go. click the link to apply a predefined list. On the Search and Select page. such as the percent sign (%). most lists allow you to search by the list name and/or words in the list description. a search on b% returns both Beijing and Brussels. you can search for all lists that contain a particular list entry. Find the correct address and click Select.7 Searching for lists When creating a negotiation. The search value can be an address name.Oracle Sourcing Help 2. %. In some cases. Page 141/209 . many attributes default according to the organization you select. For example.5. a search on br% returns only Brussels. however.5. On the negotiation creation page. 2. This includes addresses such as Bill-To and Ship-To. select the list and click the appropriate links or buttons to process the list if necessary and to apply it to your negotiation. Click the flashlight icon next to the address field. Enter as many search values as required to efficiently qualify your search. use a wildcard. You are returned to the negotiation creation page with your new address appearing in the address field. or the search wildcard.1. a search on %Boston might return North Boston as a billing address. For example. The system performs a begins with search using any search values you entered. you may need to change the default to a different address. Such lists include lists of item attributes or price elements. To search for and select a different address: 1.1. To search and apply a list: 1. 3. From the Search Results display. a partial name. there are many predefined lists which you can apply to your negotiation to save time and standardize your sourcing practices.

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

Sourcing Intelligence promotes the increased efficiency by enabling visibility and analysis of system transactions.type (bid or quote).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). Identify potential savings opportunities.1.2 What are the Sourcing Intelligence reports I can generate? You can generate any of the following Sourcing Intelligence reports: 4. If Current Price is not available. Page 143/209 . Sourcing Buyer Intelligence Reports 4. You can view the reports online.1. View summary reports that allow additional details. the report shows the total amount generated by each sourcing transaction. See "How do I export report data to a spreadsheet?" 4.1. Amounts do not include lines where award quantity and award amount are unspecified.1 4. Identify negotiation opportunities. You can use Sourcing Intelligence to: Track trends of purchases over time. Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity.2. For each supplier. To run the Awards by Supplier report.Oracle Sourcing Help 4.1 Introduction to Sourcing Intelligence What is Sourcing Intelligence? Sourcing Intelligence provides all the analytic and transactional reporting for your Sourcing application. as well as the total amount awarded to this supplier. 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. You can sort the report by clicking on the any of the underlined column headings. see "How do I run the reports?" Notes: Note the following when generating and evaluating report information o o o Any report displaying calculated amounts does not include any RFI amounts. As 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. savings is zero.

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. Page 144/209 . Amounts do not include lines where award quantity and award amount are unspedified. Note the following when generating and evaluating report information: When entering a category search parameter.1.1. Blanket Purchase Agreement. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity.2. select Standard Purchase Order. see "How do I run the reports?" Note: For the Auction Outcome report parameter.1.1. Amounts do not include lines where award quantity and award amount are unspecified. To run the Savings by Category report. You can view the supporting awarded bid by clicking the Auction number or Bid number.2. Any report displaying calculated amounts do not include any RFI amounts.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. The report is sorted by category. see. 4. you can generate a Savings by Item (Section 7.3.2 Savings by Category report What is the Savings by Category report? The Savings by Category report displays your total savings broken down by item category. Any report displaying calculated amounts does not include any RFI amounts. Once you have generated a Savings by Category report.1) report for the items listed. or All Outcomes. To run the Awarded Bids Detail report. the report reflects only the system-hosted catalog item categories.2.Oracle Sourcing Help 4. the report reflects only the system-hosted catalog item categories. Section 4. with the category with the highest productive award appearing first. savings is zero. If Current Price is not available.

Inc . See "What are the Sourcing Intelligence reports I can generate?" 2. (If you see an Unknown File Type window. select Standard Purchase Order. You are prompted to save the file. you may want to export the data to a spreadsheet application where you can analyze and format the numbers at your discretion. 4. savings is zero. Copyright 2000 Three D Graphics. see "How do I run the reports?" Note: For the Auction Outcome report parameter.. Any report displaying calculated amounts do not include any RFI amounts. To run the Awarded Quotes report. click Export to Spreadsheet at the bottom of the report page.) Save the file to the drive/location of your Page 145/209 . click Save File. If Current Price is not available. Amounts do not include lines where award quantity and award amount are unspecified. Inc. After you have generated your report. You can view individual quote details by clicking the quote number. Perspective for Java licensed from Three D Graphics. Note the following when generating and evaluating report information: o o o o When entering a category search parameter.2. but at times.1. Blanket Purchase Agreement.1. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. There are two main steps in this process: To export report data to a spreadsheet: 1.4 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.. Generate the intelligence report of your choice. the report reflects only the system-hosted catalog item categories. If Current Price is not available.Oracle Sourcing Help Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. 4.3 How do I export data to a spreadsheet? You can conveniently view report data online. 3. savings is zero. or All Outcomes.

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

click the Reports tab. the report shows the total amount generated by each sourcing transaction type (bid or quote). transactions for all currencies. For each supplier. 3. click Show Chart (if available) for a graphical representation of the report. Currency Select the currency of interest. Once the report displays.1 How do I run reports? 1. Click the link for the report you want to run. You can sort the report by clicking on the any of the underlined column headings. if desired. Click Export to Spreadsheet to download the report. o o Category (if available) Select the category of interest using the search icon next to the field. It also gives a breakdown by negotiation type of the total amount of money transacted. o 4.1 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).Oracle Sourcing Help To view transactions in all currencies: When you view transactions for a selected currency in a report. Enter any search criteria into the appropriate fields. and click Go. The Sourcing Reports page displays information on the reports in the system.2. are displayed. In the spreadsheet. On the Negotiations Home page. only transactions for that selected currency are displayed. 4. However.2 Intelligence Reports 4. 2.1. see "How do I run the reports?" Page 147/209 . 5. If left blank. the report defaults to your functional currency. including the selected currency and the currency code. To run the Awards by Supplier report. Suppliers (if available) Select the suppliers of interest using the search icon next to the field. you can export the report data to a spreadsheet.3. (Not all reports have all of the following search criteria. if you want to view all transactions completed in all currencies. as well as the total amount awarded to this supplier.) An asterisk (*) indicates a required field: o *From and Through Date Enter a date range for extracting and summarizing transactions. See "How do I export report data to a spreadsheet?" 4.

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

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

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

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

3 How do I respond to a negotiation? Suppliers can respond to public negotiations and private negotiations to which they have been invited. (See section 5. detailed item information. Page 152/209 . use the Search Negotiations fields to access the Active Negotiations page. To respond to a negotiation you must: 1. Click the negotiation number to access the Negotiation Summary page. Attachments can be viewed by clicking the paperclip icon. pricing. Under Open Invitations.4.6 “How do I submit a response online”). or quote). 3. The Notes and Attachments section displays any text messages from the buyer and any attached files. 2. If the item has attributes.1.1 “How do I access negotiations”).1. This includes such information as the time the negotiation. Alternatively. you can view information on the item attributes by clicking the "View" link under the Details column. Monitor the action in the negotiation in which you are participating. click the negotiation number to access the Negotiation Summary page for the negotiation in which you are interested.4 How do I view the details of a negotiation before placing a response? 1. price elements. or price breaks associated with it. (See Section 5. Submit your response (bid.1.Oracle Sourcing Help Creating and managing sourcing events Updating profile information Viewing award decisions Updating profile information 5.2. The Negotiation Summary page displays all the current information for this negotiation. You can easily navigate to a particular section of the page (such as the item information section) by clicking the small down arrowhead icons or the links at the top right of the page. shipping and billing information.1 “How do I monitor negotiations to which I've responded”). Find a negotiation in which to participate (See Section 2. 2. 5. the response controls.

search for any open RFIs or RFIs to which you've been specifically invited. The purpose of an RFI is to gather information on goods and services a supplier company provides. the Price and Quantity fields are display only and you cannot enter anything in them. If the negotiation is closed. 5. no one can see the responses until the negotiation is over and unsealed. On the Create Response page. From the Results: Active Negotiations. On the Terms and Conditions page. and the buyer can initiate a regular price/cost negotiation with the targeted suppliers. Line attributes appear under the Lines section of the Page 153/209 . most negotiation lines in an RFI have attributes defined. the RFI can be converted to an RFQ or buyer's auction. Once the appropriate group of suppliers has been identified. select the RFI to which you wish to respond and click Respond. enter response values as you normally would when bidding or quoting online. Otherwise. you can review any current responses by clicking the number link under the Responses/Quotes/Bids column.Oracle Sourcing Help If the negotiation is open. 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. 5.1. either accept or reject the negotiations conditions. you can only see the response history if you are the buyer. you are required to provide values for these fields. To respond to an RFI: 1. Since the purpose of an RFI is to obtain product and service related information for a negotiation line. From the Negotiations Home page.5 How do I respond to a Request for Information (RFI)? A Request for Information (RFI) sourcing document is different from other sourcing documents such as RFQ or buyer's auction. If the negotiation is sealed. RFIs may or may not be concerned with line price or costs. Buyers use responses to an RFI to qualify suppliers early in the procurement process. The purpose of RFQs and buyer's auctions is to negotiate line price and costs prior to generating a purchasing document. If the buyer chose to include the Price and Quantity fields. 4. 3. 2. RFIs to which you've been invited will appear under Open Invitations. You can find open RFIs by entering search values in the Search Open Negotiations fields and clicking Go. These line attributes identify the questions the buyer has about a particular line.

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

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

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

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

To view the notes and attachments: 1. The negotiation summary page displays all the information on the negotiation broken down into a tab-oriented form so you can easily view the information contained in the different sections of the negotiation. The buyer can use the note text box for short communications or use attachments for larger amounts of information. you see any notes and attachments assigned by the buyer to the line. a buyer can add item attributes and/or price elements to any item(s) in the negotiation. you can view these specific item details (if allowed by the buyer) and enter additional values to target your response. 5. Notes and attachments can be assigned to the negotiation header or the negotiation lines. 5. The first attachment is the requisition header attachment. 4. the page displays the negotiation header information. 3. To see the detail information for each line.Oracle Sourcing Help 5.8 How do I use item attributes and price elements when responding to a negotiation? When creating a new negotiation.7 How do I view the attachments associated with the negotiation to which I am responding? In addition to the typical negotiation information. The second attachment is the line attachment. Click the negotiation number link to display the negotiation summary page. on occasion the buyer may need to communicate or request additional information such as specialized requirements. On the Line: page. there will be two attachments for each line. 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. Alternately. By default. click Return to Negotiations to return to the negotiation summary page. click that line's number link.1. When you respond to a negotiation that includes item attributes and/or price elements. From the Negotiations Home page. Click the Lines subtab to see details of the negotiation lines. Price elements identify additional costs associated with an item which need to be negotiated in addition to the item price. From this page you can continue placing a response.1. Once you have viewed all your attachments. click the negotiation number link under Your Company's Open Invitiations to view negotiations to which you have been invited. 2. Page 158/209 . search for an open negotiation by selecting a search criteria. providing a search value and clicking Go.

You cannot proxy bid on any items that have price elements. then click Go. The AutoRefresh page updates the current best bid price and your bid status for each item in the auction. and Lose for any item on which you have been outbid. Item attributes also allow you to provide more information and details when entering responses. Such costs can include discrete charges such as import duties or activities such consulting or training costs. Item attributes make a negotiation item more descriptive and can be used to ensure that all responses submitted for the item include details not included elsewhere in the item information. Click Create Bid to deactivate AutoRefresh and place a bid on the auction. Win for any item on which you have the current best bid price. 3. To activate AutoRefresh: 1. If you want to display only those auction items that are included in a specific category. On the Create Bid page. 2. you allow the system to automatically rebid on your behalf whenever a competing bid price beats your bid price.10 What is proxy bidding and how does it work? By activating proxy bidding. Locate an open auction in which you'd like to bid. your responses to an item's attributes are scored and weighted to allow the buyer to make more informed decisions. 5. you can set your responses apart from your competitors' responses and enable buyers to make better-informed award decisions. Using price elements allows you to target additional costs related to a particular negotiation item. and 2) the details that a negotiation participant should provide when entering a response for that item.1. you can proxy bid on some items and bid manually on others. select the category from the View menu. They define 1) unique specifications that are set for a negotiation item. Your bid status is No Bid for any item on which you have not placed a bid. 4.9 What is AutoRefresh? AutoRefresh enables you to continuously monitor the bidding in an auction before or after you submit a bid. 5. In Multi-Attribute Weighted Scoring negotiations. you can adjust the AutoRefresh interval setting to change the length of time between page refreshes. 5. Page 159/209 . On the AutoRefresh page. By providing item details and specifications in item attribute fields. In an auction that includes more than one item.1. click AutoRefresh On.Oracle Sourcing Help Item attributes provide extra information about a negotiation item. Select the auction and click Respond.

you can proxy bid on all or selected items.500 bid in an auction with a proxy bid decrement amount of $100.400 bid is subsequently submitted.75.300 on your behalf. Bid manually on the itemContinue bidding on the item by submitting bids manually. you can cancel your proxy bid and submit a new bid with the updated proxy information. Note: After you have submitted your proxy minimum bid amount. not your own current 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.Oracle Sourcing Help To activate proxy bidding: When you place a bid on an auction. then enter a proxy minimum bid only for those items on which you want to proxy bid. if you have submitted a $3. If the bidding on an auction item in which your proxy bidding drops below your proxy bid minimum amount. You can then do any of the following: Enable another round of proxy bidding for the item Enter new proxy bid information. When bidding on an auction that contains more than one item. Whenever your bid price is exceeded by a competing bid price. the system will automatically submit a proxy bid of $3. for example. Discontinue bidding on the item Page 160/209 . You cannot enter different proxy bid decrement amounts for each item. and a $3. Proxy Minimum Bid You must enter the lowest price you are willing to proxy bid for any auction item. Proxy Bid Decrement You must enter the exact amount by which you want each of your proxy bids to decrease. For example. the system will continue to automatically rebid (by the proxy bid decrement amount you specify) until your proxy minimum bid price is met. Enter your proxy bid decrement amount. automatic proxy bidding is discontinued. You can change your proxy bid decrement if all items on the bid do not have proxy enabled. To submit a proxy bid for any auction item. 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. 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). Then submit the bid as normal. you must provide the following information: Note: If at any time you wish to change your proxy bid information. 10. you can enter your proxy bid information in the appropriate fields on the Create Bid page. Use numbers.

12 What is power bid? Power bid allows you to expedite your rebidding when you have bid on several items in the same auction. To cancel proxy bidding. Once you have placed a bid using proxy bidding. there may be certain instances in which the bidder needs to end proxy bidding early. click the Response number link. once proxy bidding has been initiated. 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. Usually. 3. 5. Power bidding cannot be used if any of the auction items contain price elements. continue entering your new bid information (including new proxy specifications if desired). When the Rebid page appears. this happens when the bidder needs to update bid information. all of your bids (losing and winning) in an auction are improved by the percentage you enter in the Power Bid field. Cancelling proxy bidding In most cases.11 How do I turn off proxy bidding? Proxy bidding allows a bidder to have the system automatically rebid whenever a competing bid is received. In both these cases.Oracle Sourcing Help 5. Click Create Bid to create a new bid. the bidder may wish to update the non-price related information to improve the price to total score ratio. However. proxy bidding in suspended. To continue placing a new bid. On the Rebid page. click Create Bid. 2.1. Or in a multiattribute weighted negotiation. it can be allowed to run to conclusion. The bidder specifies the amount of the price decrement (expressed as a percentage or a flat price reduction) and the minimum price to offer.1. 1. click Cancel Proxy at the bottom of the page. The Cancel Proxy Bidding page shows all line items for which you have proxy bidding enabled. Once enabled. To view the details of your current bid. the system will continue to rebid at lower prices until the bidder's minimum bid price is reached. you can monitor its progress by locating the negotiation number under Your Active and Draft Responses section of the Negotiations Home page. Page 161/209 . Select the items for which you wish to disable proxy bidding. the promise date offered by the bidder may need to be updated due to unforeseen situations at the time the proxy was begun. For example. the bidder may wish to halt the proxy bidding to update bid information. and click Cancel All Proxies. When you use power bid. At this point.

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

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

6. you must review and acknowledge the amendments and place a new response. the next time you access the system the status of your initial response will have been changed to Resubmission Required in the Your Active and Draft Responses section of the Negotiations Home page.1. click Accept. 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. Once a document has been amended. If you placed a response before the amendment was made. To respond to a negotiation that was amended after your first response: 1.17 How do I respond to an amendment to a sourcing document? After publishing a negotiation. When you respond to such a negotiation. Review the negotiation's terms and conditions. 3. you must review and acknowledge each one. 5. 4. 2. click Cancel. On the Acknowledge Amendment page. If you do not accept the negotiation's terms and conditions. then continue entering your response. You will not be allowed to enter a response in the negotiation. Search for the negotiation. 1. To be eligible for an award decision. Click Yes. Select the negotiation and click Respond. click the checkbox and then click Acknowledge. Such updates are called amendments. these terms and conditions are presented before you enter the details of your response. 5. review the document information. Once you have acknowledged all the amendments. you must have reviewed all the amendments and placed a response to the latest one. you will only be able to respond to the amended version.1.Oracle Sourcing Help 5. the buyer may need to update some of the information defined in the sourcing document. Page 164/209 . You are informed that the negotiation has amendments and are prompted to acknowledge them. you can continue to respond to the negotiation normally.16 Why would a negotiation have special terms and conditions? Your buying company can include customized terms and conditions that govern its negotiations.

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

Oracle Sourcing Help

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

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

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

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

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

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

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

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

5.2.3

How do I track the status of my responses?

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

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

5.2.4

What information is contained on the Disqualified Responses page?

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

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5.2.5

What information is contained on the Awarded Items page?

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

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

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

2. 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. The bidder specifies the amount of the price decrement (expressed as a percentage or a flat price reduction) and the minimum price to offer. there may be certain instances in which the bidder needs to end proxy bidding early. For example. proxy bidding in suspended. However. Or in a multiattribute weighted negotiation. 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.Oracle Sourcing Help Online Conversation Participants Messaging Capabilities The table below details the rules governing the messaging capabilities of the negotiation creator and the respondents. In both these cases. Page 172/209 . Usually. At this point. it can be allowed to run to conclusion. Canceling proxy bidding In most cases.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. the bidder may wish to halt the proxy bidding to update bid information. once proxy bidding has been initiated. this happens when the bidder needs to update bid information. Once enabled. Note that the rules vary depending on the style of negotiation.

2. or names of invited suppliers. open and inspect the print directly. 1.2. click Full List. or save it to a location on your machine and review the document there. mail or email. click Create Bid. Buyers need the capability to download and print a negotiation for offline review. 3. Responders should be able to complete negotiation documents and return the results by FAX. Once you have placed a bid using proxy bidding. Click Create Bid to create a new bid. click the Response number link. If you cannot see all your negotiations. current prices.Oracle Sourcing Help To cancel proxy bidding. and click Cancel All Proxies. Select the items for which you wish to disable proxy bidding. The printed version of the negotiation is appropriate for public display since it excludes all internal data such as internal attributes. When the prompt box appears.9 How do I print information on my negotiation? Much business communication today is carried and managed offline. The Cancel Proxy Bidding page shows all line items for which you have proxy bidding enabled. click Cancel Proxy at the bottom of the page. On the Rebid page. the clauses and deliverables are printed as well. Government organizations in particular present solicitation packages according to a unified format. The Cancel Proxy Bidding page redisplays without the line item(s) for which you just disabled proxy bidding (you can choose to retain proxy bidding on some line items but not others). select Print Document from the Actions menu 3. The printed version also does not include any price elements defined to the negotiation. 2. These negotiations are listed under the Your Negotiations at a Glance section. On the negotiation summary page. 5. Access the negotiation by clicking its negotiation link. To view the details of your current bid. If Oracle Procurement Contracts is implemented and the sourcing document has contract terms attached to it. you can monitor its progress by locating the negotiation number under Your Active and Draft Responses section of the Negotiations Home page. To continue placing a new bid. Page 173/209 . continue entering your new bid information (including new proxy specifications if desired). On the Negotiations Homepage. To print a negotiation (for buyers): 1. search for the negotiation you wish to print. When the Rebid page appears. 4.

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

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

Oracle Sourcing Help

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

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

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

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

5.3 Searching
5.3.1 How do I search for negotiations?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

the decrement percentage will be calculated based on a bidder's original bid price.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. For example: Auction #1234. Line Types A negotiation line item's line type determines whether the line item refers to goods or services (other line types can also be defined). bid decrement = 20% Bidder B's original bid = $1. You can enter either a straight amount or a percentage by which bids must improve. M Minimum Bid Decrement The minimum amount by which bids must decrease This is set in the auction's bid controls.000 Bidder B's second bid = $800 Bidder B's third bid = $600 Minimum Release Amount Page 186/209 . bid decrement = $100 Bidder A's original bid = $1. If you specify your bid decrement amount as a percentage. but will be applied to the bidder's current bid price.

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

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

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

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

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

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

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

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

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

If Current Price is not available.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. You can sort the report by clicking on the any of the underlined column headings To run the Awards by Supplier report. 7. as well as the total amount awarded to this supplier. the report shows the total amount generated by each sourcing transaction. savings is zero. Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity. see Section 4.1.1.1 What are the Sourcing Intelligence reports I can generate? You can generate any of the following Sourcing Intelligence reports: Awards by Supplier report Savings by Category report Awarded Bids Detail report Awarded Quotes report Perspective for Java licensed from Three D Graphics. Appendix 7.3.type (bid or quote). Inc. Page 196/209 . Inc. Copyright 2000 Three D Graphics.1 What are the Awards by Supplier report? The Awards by Supplier report displays a summary of all awards made by the buyer to supplier(s). Amounts do not include lines where award quantity and award amount are unspedified.Oracle Sourcing Help 7. For each supplier.

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. Note the following when generating and evaluating report information: When entering a category search parameter. the report reflects only the system-hosted catalog item categories. or All Outcomes.1. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. see "How do I run the reports?" Note the following when generating and evaluating report information o o o o When entering a category search parameter. see "How do I run the reports?" Note: For the Auction Outcome report parameter. select Standard Purchase Order. Amounts do not include lines where award quantity and award amount are unspedified. You click the category to obtain a list of items within that category and how much revenue you have received off that item. Blanket Purchase Agreement. savings is zero.2 What is the Savings by Item report? Once you have the Savings by Category report generated. For each supplier. To run the Awarded Bids Detail report. the report shows the total amount paid to this supplier. Any report displaying calculated amounts do not include any RFI amounts. the report reflects only the system-hosted catalog item categories. If Current Price is not available. To run the Savings by Item report. If Current Price is not available.3 What is the Awarded Bids Detail report? The Awarded Bids Detail report displays detailed information about auctions for which business has been awarded. savings is zero. you can further drill down into the categories and display how much you have generated by item within that category. Page 197/209 .Oracle Sourcing Help 7.1. 7. Amounts do not include lines where award quantity and award amount are unspecified. You can view the supporting awarded bid by clicking the Auction number or Bid number.

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

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

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

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

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

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

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

you must perform the following steps: 1. 7. These templates can then be used to default clauses and deliverables on a contract. Add the clauses to a contract template. Apply the contract template to a business document. You can create templates that include both clauses and deliverables.1 About Clauses A standard clause is the legal or business language used to author a contract. all the clauses in the contract template automatically become standard clauses in the business document.9. A non-standard clause is a clause that you create to add in directly into the business document. the text of a standard clause in the business document can be changed. Clauses are drafted based on both business and statutory requirements. You can create and modify standard clauses in the Library. Page 205/209 . the contract template can contain both approved and draft clauses. or you can leave the clauses in draft form. After you apply the contract template to a business document. You can either approve clauses before adding them to the contract template. Non-Standard Clauses Non-standard clauses exist only in business documents.2 “About the Contract Terms Library”). 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.Oracle Sourcing Help 7. Unless protected. 2. Prior to approval.9 About Contract Templates Oracle Contracts enables you to define a standard set of templates to easily default terms and conditions for contracts authored by your organization. Standard Clauses A standard clause is a clause defined in the Library (See Appendix 7. not in contract templates. or a standard clause that you edit and make non-standard. Approve the contract template. In order to make standard clauses available to be used in business documents. at which point the clause becomes a non-standard clause. 3.9.

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

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

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

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

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