ORACLE SOURCING On line Help Guide Release 11.5.

10 A collection of the on line help content

April 2006

Oracle Sourcing Help

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

Oracle Sourcing Help

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

Oracle Sourcing Help

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

.....3..................3.............................7 What are price breaks...........................7 How do I analyze the responses I have received?........3........................................1..................................3.....................3 How do I define services related lines?....................... 98 2........ and how do I use them?................1.... 108 2... 104 2..................... 99 2.....................1...............9 What are amount based line types.............4 Can I create and save sourcing documents without submitting them? .......................................................4.............................1.......................... 103 2.............................4................................. 110 2................3...8 How do I view the backing information for lines AutoCreated from Oracle Purchasing?.........4..................................3........................4.... 114 2..... 106 2...........3 Monitoring Negotiations...................1...3.....4.3.....4.2 How do I monitor the negotiations I have created? ....................................................................... 91 2...14 How do I initiate a new round of responding?......8 What are price breaks.2 What kind of services can I negotiate for?........ 93 2.... 105 2.6 .. 114 2.........10 How do collaboration teams work? ........... 115 2....................................1............................... 100 2............... 88 2........1 How do I access negotiations? ............ 106 2..............................3....... and how do I use them in my negotiation?.............7 What are contract terms and conditions..............................2......................................................... 105 2. 102 2.....1..... and how do I use them?............................ 96 2...........................1........1.........3. and how do I use them?....................................................4 What are contract terms and conditions............ and how do I create and use them? .........10 Can I invite additional suppliers to a negotiation I've already created? ................ 109 2.........4...3.........4...13 What is shortlisting and how do I use it? .....3................. and how are they used? .........4 Additional Creation Topics .......9 How do buyers and suppliers communicate while a negotiation is in progress? ......................2.............11 Who can participate as team members? ...2 What is a sourcing event? .. 86 2.. 107 2........ 92 2.............3 How do I respond on behalf of suppliers without Internet access?..13 What are global agreements........ and how do I use them in my negotiation?......... 88 2.1 What are some negotiations strategies I can use? ...................................6 How do I download the responses I have received? .............4...... 97 2........... 96 2.......1..3.... 107 2............4 What are Your Negotiations at a Glance?......................................3 Are there any shortcuts available when creating a sourcing document? ...5 2.......1.......................... 112 2............................12 How do I change my auction's AutoExtend settings while the auction is in progress?..............................................12 How do security levels work? ..............5 How do I create a deliverable and use it in a negotiation document?......................... 102 2.......1.....................3.......................................2.......4................2 Using Oracle Services Procurement and Oracle Procurement Contracts. 84 What are Reusable Price Element Lists...............................1.............1.........1....2.............Oracle Sourcing Help How do I use price elements? ............................11 How do I extend a negotiation that is in progress? .. 95 2...................................3...........6 How do I copy a sourcing document?.....3........ 100 2.........................................4.1 How do I create a deliverable and use it in a negotiation document?..............................................................................................5 How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line?................................................. 117 Page 5/209 2..............3.............4. 84 2............1................ 98 2...........................1...................4. 103 2... 116 2.......................

.....4.......13 What is contract binding?................................................ 144 4........1 Searching for your negotiations in which you are participating: ........................ 127 2...................4...................... 142 3...............................1 What is the Awards by Supplier report? ..............3 How do I export data to a spreadsheet? ..................... 120 2....................................3....................20 How do I manage deliverables I have assigned to a negotiation?................1...4.............4............4.............................................................1 How do I search for information on Oracle Sourcing? .................................................1.. 131 2............1 Introduction to Sourcing Intelligence.............................................................. 148 Page 6/209 2........2 Savings by Category report.................. 139 2........ 128 2..........................3.......... 120 2.......................5.....4................ 145 4...............1........................................2 Searching for all negotiations to which you have access:.....................4.......7 How do I use a spreadsheet to award negotiation items?..3.......................... Sourcing Buyer Intelligence Reports........................... or auction? ...5........ 144 What is the Awarded Bids Detail report? .....................1 How do I run reports? .......... 147 4..... 124 2..... 137 2.......................1....... 139 2.....1............5.......16 How do I cancel a negotiation?.................. 133 2.. 143 4..3.........3 Awarded Bids Detail report ..............2...2.................................... 138 2................3.......... 137 2...... 122 2...........2 Intelligence Reports ....................5 Searching for lines and categories.......................... 145 4........................5........................... 143 4......4 Searching for suppliers:.5..............................3 Searching for draft negotiations .....Oracle Sourcing Help How do I close a negotiation before its scheduled close date and time?...............4.... 120 2....5.............................1 What is Sourcing Intelligence? ...................................1 Awards by Supplier report .2...........10 What information is contained on the Award Summary page? . 143 4..........................2.......1 How do I view the responses I have received? ......6 Searching for addresses:.................8 How do I allocate backing requisitions among awarded items? .. 141 2..................... 124 2..................12 How do I generate a purchase order document? ............1...... 124 2................ 135 2....................5.........................................................18 How do I print information on my negotiation? ........................................ My Profile ............... 141 3....15 .................... 124 2..................... 144 4....................................................... 138 2.......................4........4.......... 147 4..................11 Can I see information on my negotiations once I have completed awarding them? ..............................4 Awarding Negotiations ........................2 How do I unlock and unseal a sealed RFQ or auction? .............................................. 143 4. 145 What is the Awarded Quotes report? .............. 143 4............4..........5..............................1. 129 2..3 What are the different methods I can use when performing awards? ................................2 What are the Sourcing Intelligence reports I can generate?.19 How do I view the approval history for my negotiation? .........17 How do I create an amendment to a negotiation? .........1... 133 2...........................................................1...5 How do I download the responses I have received? .............. 137 2........... 147 4.....................................................................................1 How do I update my Sourcing personal options? .......... RFQ... 123 2.................1.....6 How do I manually score header attributes? ........................5 Searching.................................1..3....4 How do I award business in an RFQ or auction?....................... 136 2....................................2...........9 How do I disqualify responses I receive for an RFI...............4............................................7 Searching for lists.....1....2........... 142 4.....................................................1................ 121 2.2 What is the Savings by Category report?.........3..1................... 130 2....................4 Awarded Quotes report ...4........................ 140 2...........1.

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

.........................................................2 About Variables .......................................................................... 202 7....................... 205 7.. 200 7.............................. 196 7. 199 7.....3.................................3 What are score settings and how do I use them with header attributes? ......................................................................1 What are header attributes and how do I use them?.................9.........Oracle Sourcing Help 6.9.....................................1.............. Appendix .........................................................................1..............1 About the Contract Terms Library.......................................... 199 7... links............................. 180 6.................................. 198 7...........................1.........1 What are the Sourcing Intelligence reports I can generate?.......................................................................... 208 Page 8/209 .................................................................................................................................. 195 6.....3.....9 About Contract Templates ................. 196 7....... 207 Variable Identification ........................ 207 Value Sets for Variables.3 Documentation Accessibility ............ 206 Table Variables .. 198 7.......................................6 Why are some RFQs and auctions associated with a sourcing event? .2 What is the Savings by Item report? ........................8 Can suppliers communicate with each other while a negotiation is in process? ..... 195 6............ 206 7............5 How do I use the Graphical Monitor to view responses to items in my negotiation?..................................................... 205 Standard Clauses ..............4 What is the Awarded Quotes report? ... 195 6........................... 180 6............................................... 207 Deliverable Variables.....................4 How do I enter business terms and conditions for my RFxs and auctions? ... 208 7.... 196 7.....................2 Glossary.....1 About Clauses ............ 197 7..........................2 Reusable Attribute Lists .........4 Product Integration and Licensing....4 Why can't I access some pages.......................................... 180 6............................................................................................................1............................................1 Accessibility of Code Examples in Documentation ..6 What if I have problems uploading files? ..............................................1 What are the Awards by Supplier report? ..............................................................5 Whom should I contact about technical difficulties?.....2....................... 180 6...1 How do I create an attribute list? ............................. 198 7.....................1........... 204 7........................................... 197 7........................................................7 What are reusable price elements and how do I create them? ......................................... or task bar options? ......................................... 205 7.. 206 System-Defined Variables ...................................1...................3 About Deliverables.......................................................9.......1....... 205 Non-Standard Clauses............................ 203 7..... 195 7......................................... 207 User-Defined Variables..........3 What is the Awarded Bids Detail report? .............9.......................................................................3....................................................... buttons...2 Accessibility of Links to External Web Sites in Documentation............. 203 7.1...........................................

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

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

Oracle Sourcing Help Hardware Requirements To connect to the system. but not 6.5+. go to http://www.com/downloads/ and search for Internet Explorer 5.com/download/ and locate Netscape Navigator. you need Internet access by a computer with a modem. What are cookies? A cookie is a small amount of information that a Web site copies to your hard disk. SSL is an open protocol that has been submitted to several industry groups as the industry security standard. go to http://www. For instance. if you shop for books online. SSL is denoted by the letters HTTPS in the URL. The following are suggested minimum hardware specifications: 28K modem 8 MB RAM 266 MHz Pentium processor Software Requirements To view and use the system. Page 11/209 . SSL is used by most commerce servers on the World Wide Web. and must support Secure Socket Layer (SSL) connections. What is Secure Socket Layer (SSL)? SSL is a high-level security protocol for protecting the confidentiality and security of data while it is being transmitted through the Internet.x). or an Internet appliance. To download a free copy of Internet Explorer. and later use that information to recommend particular books.netscape.x on the platform of your choice. Based on RSA Data Security's publickey cryptography. you need a standard Web browser.x) or Microsoft Internet Explorer (version 5. like Netscape Navigator (version 4. the bookstore's Web site might use a cookie to store information about your favourite subjects. Your browser must have cookies enabled.microsoft. A cookie can help a Web site identify you. To download a free copy of Netscape Navigator.

1 “How do I create an attribute list?”) Reusable Invitation Lists (See Section 2.16 “Why would a negotiation have special terms and conditions?”) RFIs Oracle Sourcing allows buyers to qualify a wide group of suppliers and their products and services using RFIs. and then use that information to create negotiations that drive prices based not only on price.4. requests for information (RFIs).1.1. enabling them to efficiently obtain the best possible prices for goods and services.2 Getting Started with Oracle Sourcing 1.1.3.2 “Glossary”) Terms and Conditions enforcement (See Section 5. Buyers use real-time interaction to obtain information on suppliers' products and services.6 “How do I copy a sourcing document”) Multiple Currency support (See Section 2.2. Common Functionality All sourcing document types have the following common functionality to simplify the negotiation creation process: Reusable Attribute Lists (See Appendix 7.1 What is Oracle Sourcing? Oracle Sourcing offers flexible negotiation capabilities to buyers and sellers.1. but on lead times.Oracle Sourcing Help 1. can bypass intermediaries and establish relationships that might not have been possible using more traditional methods of buying and selling.requests for quotations (RFQs).1.7 “Can I accept responses in multiple currencies”) Multiple Language support Notes and Attachments (See Chapter 6.1 Frequently Asked Questions: Oracle Sourcing 1. who might never meet face-to-face.1.1.2. Buyers can use the information obtained to subsequently conduct an RFQ or buyer's auction. and item-specific attributes. and buyer's auctions. Buyers and sellers.2.2. “How do I create and edit negotiation templates?”) and Copy features (See Section 2. The four different types of sourcing documents available . Prices are established based on actual supply and demand at the time the negotiation is transacted. quantity.2.4 “How do I create and edit a reusable invitation list”) Sourcing Template (See Section 2. Page 12/209 .

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

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

At the conclusion of the RFI cycle. RFIs typically do not make reference to item price or quantity. The buyer uses supplier responses to identify the group of suppliers who should be included in the subsequent negotiation. Once suppliers have submitted an initial round of proposals (quotes). and whether partial bids are allowed. Auctions Auctions enable buyers to solicit bids for goods and services that are clearly defined. The RFQ process is generally the longest of the negotiation processes. This process may go through multiple rounds of negotiations and quotes. the buyer has the power to fine-tune the RFQ and initiate detailed negotiations. This information generates competition and encourages suppliers to submit their best possible price. such as made-to-order manufacturing or construction projects. whether multiple rounds of bidding are possible. See the table below to help you determine which type of negotiation to create. request for quotes (RFQs). as necessary. Once the auction is completed. but suppliers cannot) or sealed (neither buyer nor suppliers can see the quotes until the RFQ is closed and the quotes are unsealed). Buyers can tailor each auction to control who can see bids during the auction. RFIs identify important item criteria on which the buyer needs information. Requests for Information (RFIs) RFI's are used to qualify suppliers and their goods and services for subsequent procurement activities.Oracle Sourcing Help 1. If permitted by the buyer. such as office furniture and memory chips. Buyers can discover new suppliers or buyers and get competitive pricing or improved service. the information contained in the RFI can be copied into an RFQ or buyer's auction. Page 15/209 .2.2 What are the differences between the available negotiation types? The four types of negotiations are Requests for Information (RFIs)'. 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. suppliers are immediately notified of the auction results via online notifications. The supplier responds by answering the buyer's questions. Therefore.1. and auctions. Many different items can be included in an auction. so suppliers can never see each other's quotes while the negotiation is in progress. RFIs can be (and typically are) taken to multiple rounds until the buyer has enough information to identify supplier(s) with which to deal. Requests for quotes (RFQs) RFQs enable buyers to collect quotes from suppliers for complex and hardto-define items or services. RFQs can be blind (buyer can see the quotes during the RFQ.

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

1.10) Bidding (See Power Bidding (See Section 5. Multiple If allowed by bidders may multiple bids.4. Manual Extend/Early Close (See Sections 2.1.10) Price Elements Attribute Based Bidding (See Section (See Section 5.11/2.15) Buyers can manually extend an RFI or close an RFI earlier than the scheduled close date. and invitation list are copied into a new document which you can edit if necessary.8) Extend/Early Close (See AutoExtend (See Section Section 2.4.3 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. The details of the document such as the controls.1.1.2.8) Price Elements (See Manual Section 5.4.11) Price Breaks (See Section Price Breaks (See Section 2.1. Multiple Quotes The RFQ business process allows suppliers to submit a single quote per round.11) 2.2) Information obtained during the RFI can be used to create a new negotiation document.1.1.1.4.1.4. terms and conditions.8) Section 5.7) 2.1.7) 1.8) RFIs use item attributes to solicit item information from suppliers.1. or any other users in your organization. item information.4.11) an RFQ or close an RFQ earlier Early Close (See Section than the 2.1. submit Other Proxy Bidding (See Attribute Based Section 5.3.3.11) Buyers can Manual Extend (See manually extend Section 2.8) 5.1. Page 17/209 .15) scheduled close Minimum Bid date. Decrement/Increment (See Section 2. Bids buyer. have previously created.Oracle Sourcing Help Attribute Based Bidding (See Section 5. Convert to negotiation document (See Section 2.1.

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

1. The document is released when Page 19/209 . Suppliers reply to the item attribute. called item attributes. Depending on the setting chosen during the negotiation creation. you can click "Manage Draft Negotiations" to access the Manage Draft Negotiations page. buyers define attributes for negotiation items.1. The buyer then uses the suppliers' responses to qualify the group of suppliers and to determine the best set of suppliers with which to later conduct a negotiation. When creating an RFI. 1. Item attributes and their responses comprise the heart of the RFI process.5 Are reusable invitation lists and reusable attribute lists shared across all three negotiation types? Yes. that allow bidders/suppliers not only to respond to the price.Oracle Sourcing Help 1. these attributes can be either required.1. 1." Alternatively. How do I continue working on it? You can continue working on a document saved as a draft by After clicking Save Draft. but also to other features salient to each item. you see the Confirmation page. These attributes represent important aspects of the item for which the buyers need information from their suppliers. these lists are shared across all document types and can be accessed by the buyer as required.2. 1. From this page. From this page you can access and edit any of your draft negotiations.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.1.2.6 What is attribute based negotiation and how can I use it? Attribute based negotiations enable buyers to define multiple item-specific characteristics. and delivery. you can click "Continue editing your draft. You are granted exclusive control until you release it. optional. in essence "answering" the buyer's question.2. 1.7 I just saved a negotiation as a draft document.1. Buyers can efficiently create and award RFQs and auctions while suppliers can also use this functionality to assist in bidding in auctions or submitting quotes for RFQs.2.4 Who can utilize the spreadsheet functionality? Both buyers and suppliers can utilize the spreadsheet functionality to save time when creating or Quoting/Bidding on multi-line item negotiations. quantity. or display only. ensuring that only one user can work on a draft at any time.2.

If you wish to create a draft for a new round.2.2. It is removed from the system. can unlock draft auctions/RFQ which were locked by other users. can I award business to quotes/bids from the previous round? Once you save a new round of Quoting/Bidding. You can save an negotiation as a draft as soon as you get to Step 2. Negotiations with Round Completed are not available for awarding. You delete it from the Manage Draft Negotiations page. You submit it (the draft becomes a valid negotiation in the system).9 What is the minimum information I need to enter before I can save a draft negotiation? Enter the information required for Step 1 of the creation process.2. 1. you are not required to enter any information. Negotiations lines entered directly in Oracle Sourcing can include item numbers and item revisions if the item information was retrieved from the Item Master. What are the differences? You can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing. Each has its own benefits: Page 20/209 . (Users with the appropriate function security. The system automatically updates the status of the previous round to Closed. (The original creator can always unlock a draft. 1.) 1. The draft creator selects the draft and clicks Unlock on the Manage Draft Negotiations page.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. the system automatically updates the status of the previous round to Round Completed. The information from the previous round is enough to save a draft.1. making it available for award.1.Oracle Sourcing Help You save it. you can delete the draft for the new round from the Manage Draft Negotiations page.) Another user removes the lock.2. However. 1. such as the Sourcing Super User.12 I know I can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing.1.1.10 If I have saved a draft of a new Quoting/Bidding round.

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

quantity. A buyer can view bids plotted on a Price to Total Score graph to assist in analysis of quotes/bids. In other words. item attributes can be scored and weighted. In both price-only and Multi-Attribute Weighted Scoring negotiation.2.17 Can I accept multiple currencies in my negotiation? Yes. 1.1.1. Though suppliers in a multi-currency negotiation can submit responses in several currencies. 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. reflected in the Price to Total Score ratio.1. the system ranks the supplier only on the basis of price. The lowest ratio among competing responses may not offer the lowest price.1. 1.2. they are allowed to respond in only one currency per response. the system will automatically convert the responses to the negotiation currency. but it offers the lowest price per point of score. Whenever you view the responses you have received. you can allow bids or quotes in currencies other than the negotiation currency.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 negotiation currency defaults to the functional currency defined for your operating unit. suppliers can quote/bid on price.16 What is the difference between Price-Only and Multi-Attribute Weighted Scoring RFQs/auctions? In a price-only negotiation.18 How do I invite non-registered supplier contacts to register with the system? If a supplier company has already been defined to your system (using Oracle Purchasing) and you know of any non-registered contacts at the supplier company whom you wish to invite to current or future negotiations. However.2. the buyer can still award the negotiation to any supplier regardless of the Price to Total Score ratio values. 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 lowest ratio receives the highest rank. The winning response is decided based on the buyer's definitions of the relative importance of item attributes. The buyer can still award the item regardless of the ratio. To lower the ratio for an item included in a bid. 1. When you create a new negotiation. it offers the best value for the money. however. delivery dates and attributes of an item. you can invite these users Page 22/209 . In a Multi-Attribute Weighted Scoring negotiation.Oracle Sourcing Help 1.

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

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

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 1.1. or all a certain Quote/Bid has been quote suppliers in the sealed disqualified RFQ.21 When does an invitee receive a reminder email notification? If companies do not acknowledge participation by a certain time. When the reminder gets sent depends on the duration of the negotiation. The negotiation duration is the length of time between either the preview date (if the buyer specified one) or the open date. and the close date. Negotiation Duration Reminder Email Sent Equal to or less than One hour after the Preview/Open Date 24 hours Page 25/209 .2. they receive a reminder email notification once the negotiation has opened for either previewing or responding.

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

26 How many characters can be entered into the Item Description and the Note fields? For an Item Description field. This displays all purchase orders for a particular negotiation. On the Award Summary page. Click the Administration tab.1. In Oracle Sourcing.1. select Award Summary from the Action menu and click Go. you can require a particular indicator be used for all negotiations.2." Select the indicator and specify whether users can override your selection.27 Can the system administrator require buyers to use a certain rank indicator? Yes.1. Page 27/209 . 1. for example. Any user assigned the appropriate job function can add suppliers to an RFQ or auction any time before the close date and time. you can enter a maximum of 240 characters. click the response number link to view the information on that response including the corresponding purchase order created for that response. You can search for the purchase orders in Oracle Purchasing by entering the negotiation data.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. and then click "Negotiations Configuration. On the Negotiations Summary page.25 Can I invite additional suppliers to an RFQ or auction I've already created? Yes. As the system administrator. 1.1.2. the negotiation number.2.Oracle Sourcing Help 1.2. You can also search Oracle Purchasing by entering the original requisition information. which includes the purchase order numbers along with other information. For a Note field. 1. you can enter a maximum of 2000 characters. You can check your Notifications for the Purchase Order Creation Notification. access the negotiation whose associated purchase orders you wish to see by entering the negotiation number into the Search Negotiations fields.

RFQs enable buyers to collect quotes from suppliers for complex and hard-to-define items or services.3 “How do I respond to a negotiation”).1 “How do I create an attribute list”).1.3 “How do I create and edit negotiation templates”). RFQ monitoring (See Section 2. buyers can review quotes and award the RFQ or submit a modified RFQ for another round of quoting. RFQ modification or awarding (See Section 2.1.2 “How do I monitor the negotiations I have created”). 4. Quote preparation and submission (See Section 5. 3.1. Steps in the RFQ process include: 1. RFQs typically consist of multiple rounds with competition focused on whether supplier(s) can meet the specific requirements.1.Oracle Sourcing Help 1. Reusable invitation lists (See Section 2. RFQ creation (See Section 2.Suppliers view the RFQ details and submit their quotes online. Suppliers cannot view competing quotes while the negotiation is in progress. Reusable attribute lists (See Appendix 7. Price elements (See Section 2.5.1.1 “How do I create a new negotiation”).5 “How do I use price elements”). The RFQ process usually lasts days or weeks through multiple rounds of negotiations. 2. suppliers are immediately notified of the results via online notifications.2. RFQs supports both blind and sealed RFQs.4 “How do I create and edit a reusable invitation list”).4 “How do I award business in an RFQ or auction”).1. RFQ Capabilities RFQ templates (See Section 2.2.2. Once the RFQ is completed. Page 28/209 .3.Buyers can monitor real-time quote activity and take appropriate action. RFQ is typically used for complex items or services such as made-to-order manufacturing items or construction projects.2. Buyers analyze the quotes and either award the RFQs or modify the RFQs and open them for another round of quoting. The suppliers' responses to the RFQ allow the buyer to compare quotes and negotiate the best price and specifications for the good or service. Buyers initiate RFQs that may include multiple line items by publishing the RFQ and inviting suppliers. Once suppliers have submitted an initial round of quotes.4.2 Getting Started with RFQs RFQs support the full business process to solicit quotes from suppliers.

Canceling RFQs (See Section 2. Quote comparison (See Section 2.15 “How do I close a negotiation before its scheduled close date and time”).4.Oracle Sourcing Help Price breaks (See Section 2. Online or offline awarding capability (spreadsheet awarding).16 “How do I cancel a negotiation”)and Disqualifying quotes (2. Graphic RFQ monitor (See Appendix 7.2 “How do I monitor the negotiations I have created”). Page 29/209 .14 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”).1.13 “How do I download a spreadsheet and respond offline”).3.5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Purchase order generation Attribute based quoting (See Section 5.5. Real-time status updates Notes and attachments (See Section 6. (5.7 “What are price breaks. Integration with Oracle Purchasing (See Section 2. Multiple RFQ styles: blind or sealed (See Section 6.4.2 “Glossary”).9 “How do I disqualify responses I receive for an RFI. Manual extend (See Section 2. Sourcing Events (See Appendix 7.4.1.1.4 “How do I award business in an RFQ or auction”).4.16 “Why would a negotiation have special terms and conditions”) Quoting online (See Section 5. Capture Total Cost (See Appendix 7. Terms and Conditions enforcement (See Section 5. Multi-round quoting (See Section 2.1.6 “Why are some RFQs and auctions associated with a sourcing event”).4.8 “How do I use item attributes and price elements when responding to a negotiation”). and how do I use them”).14 “How do I initiate a new round of responding”).11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2. Monitoring quote activity in real-time (See Section 2.4. or auction”).1.7 “What are reusable price elements and how do I create them”).5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”). (See Section 2.6 “How do I submit a response online”) and offline (spreadsheet quoting). RFQ.2 “Glossary”).5.1.

you can upload items using a spreadsheet. Quotes are converted to the RFQ currency for quote review.3 Frequently Asked Questions: RFQs 1.3. Quote Currencies Additional currencies in which quotes will be accepted.Oracle Sourcing Help 1.3 Can I cancel or retract my quote? No. You can prepare your list of RFQ items offline and upload the completed spreadsheet. An RFQ buyer can setup an RFQ to accept quotes in multiple currencies by selecting the RFQ currency and then identifying any Quote currencies in which quotes will be accepted.3.3. but you must enter the weights and scores for an item's scored attributes online. Suppliers can choose the Quote currency in which they will place their quotes.2.5 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. The system validates the data. ensuring the integrity of the submitted RFQ items.2.2. This allows you to create your multi-line RFQ quickly. 1. you can submit multiple quotes within the same round. 1. but quote disqualification is at the discretion of the buyer.2. The Unseal Date is the date when the buyer unseals the unlocked RFQ allowing the suppliers to view the quotes as well. You can contact the buyer who created the RFQ and ask to have your quote disqualified. Page 30/209 .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. In a Multi-Attribute Weighted Scoring RFQ. 1.2.1 What are the Unlock Date and the Unseal Date? The Unlock Date is the date when the buyer unlocks the closed RFQ to view the received quotes.2.2 Can I submit multiple quotes per round? If allowed by the quote controls. It is the RFQ buyer's reference and review currency.3. 1.3.

An automatic invitation will be sent to each invited supplier. the Promise Date is optional.3.2. Downloading the RFQ contents allows suppliers to quickly respond.3.7 How can I view the quote values for all the price elements of an RFQ item? You can view the quote values for an item's price elements from the Negotiations Summary page. completing multiple item attributes. When Promise Date is an optional response.11 Can I invite additional suppliers to subsequent rounds of an RFQ? Yes. spreadsheet items are validated to ensure the integrity of the submitted quote.3.2. This is one of the feature of RFQs and mirrors the general off-line behavior of this negotiation model. you can invite additional suppliers by using the same process employed during the initial RFQ creation. When creating additional rounds for an RFQ. 1. 1.8 What is the Promise Date. Once the supplier has provided you the email address.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. and why would I enter one? In an RFQ whose outcome is a standard purchase order. you can enter a Promise Date to differentiate your response from other competing responses. In an RFQ whose outcome is a blanket purchase agreement. 1.6 What is the most efficient way to quote on many line items in an RFQ? If an RFQ consists of many line items.3. You can invite suppliers by selecting them from the supplier master list.9 Is an RFQ always blind or sealed and why? An RFQ is always either blind or sealed. Promise Date is an required field. 1. In all other cases.Oracle Sourcing Help 1.3. 1. the Promise Date is required only if the RFQ uses multi-attribute weighted scoring and Promise Date is one of the scored attributes.3.2. See How do I invite suppliers to my RFQ or auction? for details on identifying contacts. you can enter the address in the Additional Contact Email field during negotiation creation.2. Suppliers complete the quoting process by uploading the spread sheet back to the system.2.2. 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. Page 31/209 . During the upload.

14 Can I close my RFQ earlier than the original close time? If you select the Early Close option when specifying quote controls. Use the negotiation number in the Search Negotiations fields on the Negotiations Home page to access the negotiation. 1.15 How do I start another round of quoting in an RFQ? Once an RFQ has been closed. On the Negotiations Summary page. you cannot see either the name of the respondent or the details of the bid until you unlock the RFQ.3.3. you can manually close your RFQ earlier than the original close date/time.2.Oracle Sourcing Help 1.12 In a sealed RFQ. 1. you can modify the following: Title Style Ranking method Rank indicator Preview Date/Time Open Date/Time Close Date/Time Award Date/Time Collaboration team information Item information Invitation List Notes and attachments Page 32/209 . 2.13 Why can't I see the graphical monitor in a sealed RFQ? While an RFQ is sealed. 1. select Close Early from the Action menu to close the RFQ.2. Once the buyer has unlocked and unsealed the quotes. you can use the Graphical Monitor to view quotes. you can see how many quotes are being placed.2. however.3. none of the details are available for viewing by any suppliers.2. 3. 1.3. Select Start New Round from the Action Menu. On the Start New Round page. can I see who is bidding? In a sealed RFQ. you can start another round of quoting.

The buyer defines the auction and includes all the auction item information. the business terms and conditions and intended bidders.3 “How do I respond to a negotiation”).1 “How do I create a new negotiation”). Auctions are typically focused on creating competition between bidders. Auctions allow real-time interaction to drive dynamic prices based on information that extends beyond price to include lead times. such as office furniture or memory chips. Creating the auction (See Section 2. Bidders participate in the auction by viewing the Page 33/209 . Auctions enable buyers to solicit bids for goods and services that are clearly defined. typically a matter of a few days. Because most auctions are open for short periods of time. flexible auction capabilities to buyers so they can efficiently obtain the best possible price for goods and services. quantity and item-specific attributes. Prices are established based on actual supply and demand at the time the auction is transacted. 2. the bidding process moves quickly which results in increased competition.2. although the close time can be extended manually or automatically based on last minute bids.1.4 Getting Started with Auctions Getting Started with Auctions Auctions offer complete. Auctions last for a set period of time. Steps in the auction process include: 1.1.Oracle Sourcing Help 1.2.1. Responding to the auction (See Section 5.3. Negotiations allows buyers to establish either public or private auctions to meet the specific needs of buyers.16 Can I modify an initial RFQ for the next round? You can modify the following information for each round of an RFQ: Preview date/time Open date/time Close date/time Award date/time Need by date List of invited suppliers Attachments 1.

4.1.7 “What are reusable price elements and how do I create them”).1. 3. Monitoring the bid responses (See Section 2. Price elements (See Section 2.1.2 “Glossary”). Reusable invitation lists (See Section 2. The buyer analyzes the bids and awards the auction based on the price. If permitted by the auction rules. Reusable attribute lists (See Appendix 7. 4. Proxy bidding (See Section 5.1. bidders can view competitive bids during the auction.11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2.5. blind or sealed (See Section 6.11 “What are response controls”).1. Price breaks (See Section 2.3. bid attribute value(s). Manual extend (See Section 2. Evaluating and awarding bids (See Section 2.12 “What is power bid”). Multiple Auction styles: open. Power bidding (See Section 5.1.15 “How do I close a negotiation before its scheduled close date and time”).5 “How do I use price elements”).1 “How do I create an attribute list”).1.1.2 “How do I monitor the negotiations I have created”).4 “How do I create and edit a reusable invitation list”).10 “What is proxy bidding and how does it work”).8 “How do I use item attributes and price elements when responding to a negotiation”).1.3 “How do I create and edit negotiation templates”). bid quantity.The buyer and all other participants can monitor the real-time activity during the auction and take action as necessary. and how do I use them”).1.Oracle Sourcing Help auction items and submitting bids online.2. Sourcing Events (See Appendix 7.4. Once the auction is completed. Capture Total Cost (See Appendix 7. Autoextend feature (See Section 2.11 “What are response controls”). Attribute based bidding (See Section 5.3.4.2.1. bidders are immediately notified of the auction results via online notifications. Auction features include: Auction templates (See Section 2.2.6 “Why are some RFQs and auctions associated with a sourcing event”). Minimum Bid Decrement/Increment (See Section 2.4 “How do I award business in an RFQ or auction”). Page 34/209 .7 “What are price breaks.

5.Oracle Sourcing Help Canceling auctions (See Section 2.2 “How do I monitor the negotiations I have created”). (5.5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”).6 “How do I submit a response online”) and offline (spreadsheet bidding).4. Bid comparison (See Section 2. (See Section 2.5.4. Graphic Auction Monitor (See Appendix 7. Online or offline awarding capability (spreadsheet awarding).1. Page 35/209 .4 “How do I award business in an RFQ or auction”).9 “How do I disqualify responses I receive for an RFI. Monitoring bid activity (See Section 2.4. or auction”).1.1.16 “How do I cancel a negotiation”) and Disqualifying bid (2.5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Notes and attachments (See Section 6.4 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”). RFQ. Purchase order generation Real-time status updates Bidding online (See Section 5. Integration with Oracle Purchasing (See Section 2.2 “Glossary”).1.13 “How do I download a spreadsheet and respond offline”).

1.2. All registered users in a company can bid on the same auction.2.2. or task bar options”). You can elect to display the target price to participants.5. and 3. The bid controls for this auction allow multiple bids per round .5.4 “Why can't I access some pages. The buyer can also choose to display the target price to the bidders for reference. 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. Blind: Only the buyer can see the bid content Sealed: Neither the buyer nor the suppliers can see the bid content until the auction closes.2 What is the difference between Quote/Bid start price and target price? When creating a new RFQ or auction.4 What is the target price used for? The target price is mainly used for internal performance analysis for the buyer. Buyers are not required to designate a target price for every item. buttons. but only the buyer can see the identity of the bidder. 1.Oracle Sourcing Help 1. 1.5 Can someone in my company award an auction that I create? If granted the appropriate authorization. 1. provided that: 1.5. The buyer can see the bids once the auction is unlocked. Note: Two people from the same cannot quote in the same RFQ. Everyone can see the bid content once the auction is unsealed.2.2.2. 1.5 Frequently Asked Questions: Auctions 1.5. 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.1 What are the different auction styles? The buyer can choose from three types of auctions: Open: everyone can see the bid content.2. They have the appropriate function security (See Section 6.6 Can two people from the same company bid on the same auction? Yes.3 Why isn't there a target price for every item? Target price is an optional value.5. The auction to which they are responding is not owned by their company 2.5. someone else at your company can award an auction created by you.1. The target price is the price you hope to pay for one unit of an item. Page 36/209 . links.

Oracle Sourcing Help 1. you are not required to send invitations to any suppliers.13 “How do I invite suppliers to participate in my negotiation”) to participate.2.2. you might want to send invitations to increase specific suppliers' awareness of your RFQ/auction and encourage participation.5. can they view each other's bid details? Depending on the auction style. and your RFQ/auction appears in that supplier's "Open Invitations" list of invitations. After you initiate a new round of responding.7 When two respondents from the same company place bids. that supplier receives an e-mail notification about your RFQ/auction. 1. 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). 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. or auction has closed.5. none of the previous responses submitted are available for awarding.9 How do I initiate a new round of quoting or bidding? After your RFI.5.8 If my RFQ/auction is open to all suppliers.1. However. RFQ. When you invite a supplier (See Section 2.1.2. Page 37/209 . why would I invite suppliers to participate? For a public RFQ/auction.

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

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

Click Review. any uninvited suppliers who responded in the previous round are also automatically added to the invitation list for the new round.5. Click Controls to modify negotiation control information. Award Date (RFQs and auctions only) You can choose to enter a new award date/time if this differs from the timing in the previous round of negotiation. you can enter the date and time (prior to the open date and time) the negotiation is available for previewing by all eligible participants. RFQs or auctions opening in the future. Review your updated negotiation information. click Submit for Approval. o Possible Date Modifications *Open Date Date and time you want the new round of responding to begin. Note that you have to specify a new closing date.2. Click Suppliers to modify your invitation list. If there are no approvers defined for this document. click Publish. Page 40/209 . Additionally. or auction closes. You can also add new suppliers. You can remove any supplier from the invitation list for the new round. o Response Controls Modify other Response Controls as necessary. they are automatically added to the invitation list for the new round. RFQ. 7.10 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. Preview Date For RFIs.Oracle Sourcing Help 5. 1. If there are approvers defined for this document. You can also choose to open the negotiation immediately. o Possible Invitation List Changes If you invited suppliers in the previous round. 6. You can also choose to open the negotiation for preview immediately. *Close Date The new date and time the RFI.

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. a company can place one bid in each round when being invited to that round Page 41/209 . AutoExtend extends the duration automatically if new bids are received in the closing minutes of the auction. however. The response is at the company level.2. Manual Extend allows you to manually extend your auction close date/time before the auction closes. Bid disqualification. if Bidder B bids triggering a proxy bid for Bidder A and the resulting bid results in the same Price to Total Score ration. that is. is up to the discretion of the buyer. once one user at a company responds. You can specify whether the auction is extended from the original close time or from the time when the winning bid has been received. You can also specify if the autoextend is for the entire auction or particular line items. When the buyer hides scores/weights.11 Can a bidder retract a bid? If a bidder has submitted. For example. 1. When the bid control "No .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. You can also define the total number of auto extensions and the extension period. 1. best bid" is selected for a multi-round auction.2.2. no other user at the same company can bid. the bidder can only view the resulting Price to Total Score for a bid.2. Bidders cannot respond to display only attributes so there is no value for comparison.2.5. 1. the bidder can contact the buyer and ask to have the bid disqualified.A bidder must submit a single. 1. 1.14 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.5.5.5.16 What is a Single Best Bid? A Single Best Bid is a response to an auction that allows only one bid per company.Oracle Sourcing Help 1.5. Bidder B receives the higher rank because the proxy bid was created by the system after Bidder B's bid.2.13 Why are display-only attributes not visible in the Bid Compare page? Display only attributes are used to convey information to bidders.

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

This bid (84/90) is now the winning bid. Supplier B's bid is the winning bid even though the bid price is higher.00. Supplier A's proxy will only be triggered again if there is a bid with a price lower then USD 84. And since Supplier A's proxy minimum (75.5. Therefore. since proxy bids are generated based only on the price of the competing bid.2. not just the bid price.19 Can a bidder see the names of the other bidders? Bidders cannot see other bidders' identities. However.Oracle Sourcing Help 1.5. This bid (94/100) is better than Supplier A's bid (95/90). a proxy bid decrement of USD10.00 with a score of 90 for the item. You may need to cancel the proxy bidding process to redefine attribute information to improve your price to total score ration. Supplier A's proxy is not triggered. Supplier A places a bid of USD 95. 1. Supplier A's proxy is triggered to place a new bid of USD 84. Supplier B then bids USD 94. Page 43/209 .00) has not yet been reached. he cannot modify any attribute responses to try to improve his score. you may need to closely monitor Multi-Attribute Weighted Scoring auctions which also use proxy bidding. Now Supplier B's bid (92/100) is better than Supplier A's bid (84/90). but since Supplier B's bid price is still higher than Supplier A's bid price.00 with a score of 100 for the same item. For example. Supplier B then places another bid of USD 92. a bid can be beaten based on the Price to Total Score ratio without triggering a new proxy bid.2. Supplier identities are never revealed to other bidders.00.00 and a proxy minimum of USD 75. Since Supplier B's bid price is less than Supplier A's bid price.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. To avoid these situations.00.00.

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. Therefore.1.1.1.1.1. RFIs are used more for gathering information on goods and service provided by a supplier than to lock in particular price information. o If you have previously created an RFI. and buyer's auctions). Enter Negotiation Lines (See Section 2. At the conclusion of the RFI cycle. or auction.1 How do I create a new negotiation? Use the instructions on this page to create Sourcing negotiations (RFIs.1. There are four main steps to creating a new negotiation: o o o o Create Your Negotiation Header (See section 2. you can save time by copying an existing RFI/RFQ/Auction.7 “What are contract terms and conditions. RFQs.1.1. 2. the information contained in the RFI can be copied into an RFQ or buyer's auction.1. RFQ. Page 44/209 .11 “What are response controls”) Enter Your Terms and Conditions (If Oracle Procurement Contracts is bought and licensed) (See Section 2. You can create a negotiation and save it as a draft before submitting it. You can also create new negotiations quickly by applying a negotiation template. Define Your Response Controls (See Section 2.4. RFIs can be taken to multiple rounds until the buyer has enough information to identify supplier(s) with which to deal.9 “How do I add lines to a negotiation”). and how do I use them in my negotiation”) Invite Your Suppliers (See Section 2. and Buyer's Auctions 2.13 “How do I invite suppliers to participate in my negotiation”).1 Creating RFIs. one unique feature of an RFI is that buyers can choose to define negotiation line items without price and quantity and specify lists of criteria to which suppliers must respond.1.1. RFQs.1.1.Oracle Sourcing Help 2. 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 2.6 “What information must I provide to create my negotiation header”). Help for Sourcing Buyers 2.

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

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

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.Oracle Sourcing Help 2.4 How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents? If your Oracle Sourcing system is integrated with Oracle Purchasing. The AutoCreated document is assigned a document number. you can use requisition information in Oracle Purchasing to create a draft sourcing document that you can then access and edit.1. Buyer Operations Creating negotiations Creating templates and reusable lists Managing draft negotiations Creating and managing sourcing events Updating profile information Supplier Operations Responding to negotiations Monitoring active responses Managing draft responses Viewing award decisions Updating profile information 2. The table below shows some of the operations available Sourcing Buyers and Sourcing Suppliers by using Quick Links. The links are organized by task and negotiation type so you can find the link for the task you wish to perform. one-step access to your most commonly performed Oracle Sourcing tasks. When using AutoCreate. The backing requisition information is carried over from Oracle Purchasing and used throughout the creation process. 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. You can use this number to access the document in Oracle Sourcing and to Page 47/209 .1. AutoCreate uses the requisition information to create a Buyer's Auction or Sourcing RFQ. Simply clicking the link takes you to the page where you initiate the operation. you can search for requisitions according to different attributes such as item or category and include them in a single document.

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

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

however. If you delete any of the lines originating from AutoCreate or delete the RFQ/Auction. the backing requisitions are returned to the requisition pool and become available for use. You can add additional item lines if necessary. the following points: If you take the RFQ/Auction to multiple rounds of bidding/responding. Note. it exists as a draft negotiation within Oracle Sourcing. Otherwise. you can access it directly from Oracle Sourcing. Page 50/209 . if you only partially award a line item quantity. the backing requisitions are returned to the requisition pool.1. you are automatically transferred to Oracle Sourcing. If you cancel an RFQ/Auction with line items originating from AutoCreate. You can apply a template to the draft RFQ/Auction (backing requisition information takes precedence over any template attributes). the backing requisition information is updated to point to the new RFQ/Auction. To access a draft directly from Oracle Purchasing. you can edit your draft as you would any other draft except for the nonmodifiable information taken from the backing requisitions (see table above). Once you have completed awarding the RFQ/Auction. Also. you must complete Step 1: Describe Your RFQ/Auction. if you know the number Autocreate assigned to the draft document. the backing requisition(s) is returned to the requisition pool.5 How do I edit a negotiation document Autocreated in Oracle Purchasing? You can use the AutoCreate feature in Oracle Purchasing to search for and group existing requisitions to create a negotiation document (RFQ or auction) which can then be edited and processed through Oracle Sourcing. you must have the Edit Draft Sourcing Document function to access a draft. In general. Using the AutoCreated RFQ/Auction In general you use an AutoCreated RFQ/Auction the same way as other RFQs/auctions. Editing the draft The first time you access the draft. 2. Once the negotiation document has been created by AutoCreate. You must have the Manage Draft Sourcing Documents function to access and edit the draft.1. 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.Oracle Sourcing Help Your system administrator can set up the system so once you have completed the document in AutoCreate.

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

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

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

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

To define your currency list and currency exchange rates: 1. The sum of weights for all header attributes must add up to 100. effectively "unweighting" that attribute. o Attachment Click Add Attachment to browse for an attachment to assign to this negotiation. However.Oracle Sourcing Help Enter a target value for the header attribute (for example: 30 or more years in business). If one attribute is weighted. On the Create Header page. all must be weighted (although the weight can be 0. they are allowed to respond in only one currency per response. There is a system default defined by the Sourcing Super User. This note appears on the negotiation summary page and can be viewed by suppliers. click Manage Response Currencies. Though suppliers in a multi-currency negotiation can submit responses in several currencies. For example. you can accept responses in currencies other than the negotiation currency. Weight Weights are used to indicate the relative importance of header attributes. Page 55/209 . Display Target Indicate whether you want suppliers to see your Target Value . the negotiation currency defaults to the functional currency defined for your operating unit. but this can be overridden by specifying a default value on the score settings page. Delete You can delete this attribute by clicking the trash can icon. an attribute with a weight of 25 is half as important as an attribute with a weight of 50. 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.1. the system will automatically convert the responses to the negotiation currency. This column is only displayed if weights are enabled as part of the Scoring Settings. 2.7 Can I accept responses in multiple currencies? When you create a new negotiation.1. Maximum Score Accept the default or enter the maximum value that can be entered for this attribute.

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

each in a different currency. accept the default value of Online from the Add Line drop down menu. how the ranking will be displayed. Any. 2. to a multi-currency negotiation. If you select a specific response currency for a supplier. that response currency is available to that supplier alone." To add lines online: 1. if a user submits a rebid.Oracle Sourcing Help o If you accept the default. If you selected User Specified Rate in "Step 2: Defining Business Terms and Conditions. You can enter lines online or bulk load lines from a spreadsheet.1. the follow-up bid must be in the same currency as the initial response. On the Lines: Create Line page. 3. 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. Continue creating your negotiation. select Multi-Attribute Scoring as the Ranking type. If the response currency you select for a supplier is not on your currency list. The spreadsheet is useful if you are adding a large number of lines. Select a price precision for the response currency. 4. or edit a draft negotiation. you must identify the goods or services you want to purchase or for which you want quotes. 3. 2. Your other option is to load the line information using spreadsheet upload. the supplier can only submit a response in either that currency or the negotiation currency. *Indicates a required field : Page 57/209 . On the Create: Lines page. The new price precision applies only to the suppliers to whom you assign it. Click Go.1. and how the line will be added and click Go. provide the following information." enter an exchange rate for the response currency you selected in the previous step. From the navigation bar in the top left corner. Multiple users in a supplier's organization can submit several initial bids. To add a line using the online system. select how the line will be ranked. click "Lines. However. Line ranking is not performed in RFIs. o o o 2.9 How do I add lines to a negotiation? When you create a new negotiation. No other suppliers may respond in that currency unless you also associate that response currency with them. If you wish to score and weight your lines.

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

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

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

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

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

and click Go. Unit of Measure and Category will default according to the Job you select. To define a temporary labor. Enter values in your price fields if necessary.1. Search and select a job from the Job menu. 4. General services fixed-price lines use a negotiation outcome of standard purchase order. Enter your price breaks including Price Differentials. fixed-rate line type. make sure you select a temporary labor. If you need to specify price breaks. Specify how price differentials are to be used within the negotiation (for example. 9. Job Details. and specify the differential associated with this price type. 6. and Category will default according to the Job you select. From the Add Line menu on the Create Lines page. The Description. if appropriate. 4. 3. click Select Price Break Settings and ensure it is not set to None. add notes or attachments to the supplier.Oracle Sourcing Help 2. add any notes or attachments to the supplier. For temporary labor line types. vacation). 3. Create attributes as needed to solicit additional information for this line. Continue defining the remainder of the negotiation. Continue defining the remainder of the negotiation. 2. select Online to continuing entering your line description online. The Description.1. 6. 8. 11. To define a temporary labor. Follow steps 1 and 2 above. Create attributes as needed to solicit any additional information for this line. Finally. Also. or click Load from Spreadsheet to upload a previously completed spreadsheet file containing all the line information On the Lines: Create Line page. make sure you select the Global Agreement checkbox. Finally. fixed-price line: 1. 5. and then click Go. 7.10 How do I define services related lines? Services related line types allow you to negotiate on labor contracts. On the Lines: Create Line page. ensure that you choose Blanket Purchase Agreement as the negotiation outcome for temporary labor line types. make sure you select a temporary labor. Job Details. 2. rate-based line type. is a response to the price differential required) Select the price type (for example. 10. You can include services-related lines with regular amount-based and goods-based lines. Page 63/209 . rate-based line: 1. Search and select a Job from the Job menu. 5.

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

Restrict to invited suppliers You can allow all suppliers to respond to the negotiation or you can 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. Allow multiple responses You can specify that responders must submit a single. 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. Award Date Use the pop-up calendar to select the date/ time when you anticipate announcing the winner of the negotiation. Require award approval You can choose to require the award decision to be approved before a purchase order can be generated. This is displayed to the respondents. you must set this to No. If you have weighted and scored the quantity attribute. Alternatively. best response in the negotiation. Allow multiple rounds of negotiation You can specify that the negotiation can continue into additional rounds after the close date. Allow supplier to select lines on which to respond You can allow participants to respond to individual lines(s) in the negotiation. or may submit multiple responses during the negotiation open period. participants can submit responses for partial quantities. Allow supplier to see other suppliers' contract terms. 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. Note: If you specify that participation is by invitation only. you must invite at least one supplier to participate. or specify that they must respond to all lines in the negotiation. Suppliers are required to lower the line price when submitting a revised response Page 65/209 . Require full quantity You can specify that participants must submit responses for the full quantity specified in the line.

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

o Decrement If you selected the Price Only bidding option for your auction." Length of Extension Page 67/209 .Oracle Sourcing Help 30 minutes of the auction (the AutoExtend period). In this case. the rebid must be better than the supplier's own current bid price by the minimum bid decrement amount . a winning bid is determined by the unit bid price for an item. your auction will be automatically extended for 30 minutes past the current scheduled close time. For example. a winning bid must fit both of the following criteria : The bid must be the best bid price submitted in the auction. 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 AutoExtends only if the new unit bid price for an item is better than the current best unit bid price for that item. Note that two other bid controls can affect the "winning bid" that triggers an AutoExtension: o Allow supplier to select lines on which to respond? You can specify that a supplier may bid on any individual item(s) the supplier chooses. you can specify that a supplier must bid on all items in an auction. 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. Note: If you selected the option "Allow manual extend when the negotiation is open. In this case. if you enable an AutoExtend of 30 minutes and a winning bid is received in the final 30 minutes of the auction. 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. a winning bid is determined by the total bid value (the sum of all of a bidder's bids on the items in the auction). Your auction AutoExtends only if the new total bid value is better than the total bid value of all current active bids." However. 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. Alternatively. the price to score ratio is used to determine the winning bid." you can revise your AutoExtend settings while the auction is in progress . In this case. your auction will automatically extend for 30 minutes past the scheduled close time of the auction if you select "Close Date specified above. and If a rebid.

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

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

Respondents are notified that the sourcing document has been amended and are required to review their previous response and resubmit it in accordance with the amendment. On the negotiations summary page. Your invitees will receive email notifications inviting them to participate once the negotiation is successfully submitted. 2. Note: You can also invite additional suppliers while the negotiation is in progress. and there are clauses and deliverables defined to this negotiation. 2.. additions. This update is called an amendment.Oracle Sourcing Help If there are multiple contacts for each site. you can enter it in the Additional Contact Email field. 1. Notice that the negotiation number has now been given a suffix. a notification is sent to invite the contact to register and participate in the negotiation. deletions. the user can participate in negotiations. To invite new suppliers.. 6.14 How do I create an amendment to a negotiation? After publishing a negotiation. Once the registration request has been approved. On the Create Amendment Header page. To create an amendment to a sourcing document: 1. 5. for example. these can be changed on the Create Amendment: Contract Terms page. if you know the e-mail addresses of any other contacts at the company (including possibly a distribution list). the buyer can update information defined in the document if necessary. select Create Amendment from the Actions menu. This suffix is incremented every time you create a new amendment for this document. enter any line changes. you must enter a new Description for the amendment and make any other header level attribute changes you need. If Oracle Procurement Contracts is implemented.. The supplier user receives an email notification with the negotiation invitation and a link to access the user registration page. Change the negotiation rules on the Create Amendment: Controls page if necessary.1. 12345. The system sends notifications to the invited suppliers providing them details of the negotiation. or updates to line information if necessary. if no preview date/time was specified) and before the close date/time. Page 70/209 . 4. Amendments can be created anytime after the preview date/time (or open date/time. select which contact you wish to notify about this negotiation from the Contact menu. You cannot add or delete suppliers on the Create Amendment Suppliers page during an amendment. On the Create Amendment: Lines page. Additionally. You go to the Create Header page.1. 3. use the active negotiation's negotiation summary page. If the contact is unregistered.

edit. 4. On the Create: Header page. Approvers will receive notification that they need to approve the amendment. 2. Click the appropriate link under the Create area of Quick Links on the Negotiations Home page. Line attributes can then also be weighted to indicate the relative importance of a single attribute among the other weighted attributes. quality. the buyer can score attribute values to indicate the relative preferability of different responses. no new responses can be received on the previous negotiation.Oracle Sourcing Help 7. Search for and select the template you want to apply. click Apply Template. 8. See How do I create and edit negotiation templates? for instructions on creating negotiation templates. Once you click Publish.2. You can review the new changes compared to the current active negotiation by clicking Review.2. All suppliers will be required to acknowledge the amendment and resubmit their responses to be eligible for award.1. When creating a negotiation. the Submit button changes to Publish. you can submit the amendment for approval by clicking Submit for Approval on the review page.2 Templates. select the template and click Apply to create a new negotiation with this template. These attributes may either require a response or no require a response from the supplier. but also to other features and performance characteristics of each line.2 What are line attributes and attribute lists. 3.1 How do I use negotiation templates? You can use a document template of a specific type (RFI. Once approved (or if approval is not required). and delivery. or auction) to create a new document of the same type. If you have approvers identified on the Collaboration Team on the Create Header page. On the results display. 2. RFQ. 2. Page 71/209 . Draft amendments are available on the Negotiations Home page if you click Drafts in the Manage Quick Links section. To use a sourcing document template: 1. allowing respondents not only to respond to the price. and how do I use them? Line attributes enable a buyer to define multiple line-specific attributes. Spreadsheets and Lists 2. or delete any of the negotiation information provided by the template by proceeding through the steps of creating a negotiation. You can save the amendment as a draft at anytime during the creation process if you click Save Draft.1.1. You can add to. The buyer can define unique line attributes.

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

Complete the remaining pages by filling out the fields as appropriate for the negotiation type. On the Reusable Invitation Lists page.Oracle Sourcing Help want to change your template's status to Inactive.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. To inactivate a list. On the Create Invitation List page. then edit your template and select a new status from the drop-down menu at the Status field. You can add an invitation list(s) when creating a new Sourcing document. you must complete and submit your template. All users in your company with the correct authorizations can view and use public lists. and use your private lists. Sourcing Super Users or users with the Manage Invitation Lists authorization can create. o Status Invitation lists are initially created as active. complete the following fields (*indicates a required field): o o o *List Name *Description *Access Invitation lists can be public or private. An active list can be used immediately. Inactive templates will be stored in the system. Only you can create.2. edit the list and change the status to inactive. but will not be available for use until reactivated. 4. edit and manage public invitation lists as well as their own private lists. Page 73/209 . To create a new invitation list: 1. but cannot be used to create a new offer until you change the status to Active. Once you have defined your template. edit. you can also attach an invitation list(s) to a Sourcing document template. only you can use your private lists. The same list can be used for all types of sourcing document types (RFI. click Submit on the Review and Submit page. RFQ. 2. Your new list will default to private. click "Create New Invitation List." 3.1. An inactive list will be stored on the system. Click "Invitation" under the Reusable Lists area of Quick Lists on the Negotiations Home page. you can add these participants to a reusable invitation list. 2. An invitation list can help standardize your business practices by ensuring that all appropriate participants are invited to targeted negotiations. and auction).

1. On the Edit Invitation List page. 4.Oracle Sourcing Help Sourcing Super Users or users with the Manage Invitation Lists job function can create. Page 74/209 . 5. 4. click Submit. Click "Add Suppliers. 2. For a supplier with multiple sites. update your list description.2. the system uses the following hierarchy to determine which category value to use: 1. 6. including change the access and status. any attributes/price elements defined for the template are added to any attributes/price elements you define via the spreadsheet." then search for suppliers to add to your invitation list. If the template and spreadsheet have conflicting category values. or 2. 3. click Apply.1. 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). When you have finished adding suppliers.2. 7. then click Edit. You can also add or delete suppliers. Select the supplier(s) and click Add to Invitation List. you can add an entry for each site for that supplier if you choose. When you are finished. click "Add Suppliers" again and follow the perceiving instructions. The value specified in the spreadsheet. If you are have the Manage Invitation Lists job function. 2. Click "Invitation" under the Reusable Lists area of Quick Lists on the Negotiations Home page. 8. and manage public invitation lists.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. 5.6 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. 2. On the search results page. To edit an invitation list you have created: 1. find your list. The value defined for the RFQ/Auction template. edit. status. Search for the list you wish to update. If you wish to add more suppliers to your list. If the supplier you selected has multiple sites defined in the system. and access as appropriate.

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

Oracle Sourcing Help

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

o

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

o

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

o

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

o

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

o

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

o

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

Oracle Sourcing Help

o

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

o

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

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

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

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Oracle Sourcing Help

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

Oracle Sourcing Help

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

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

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

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

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

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

Page 84/209 .5 How do I use price elements? Price elements allow a buyer to identify additional costs associated with a particular negotiation line. Take into account any additional costs or charges when considering outsourcing a project. you can apply that price element list to any negotiations (RFQs or auctions) containing items to which those price elements are applicable. the supplier's response values for fixed-amount type price elements cannot be converted to a unit price. This is because in the absence of a line response quantity.6 What are Reusable Price Element Lists.Oracle Sourcing Help o To set the weights for all attributes equally. which is required to compute a total unit price.3.1. Once you have created a price element list. Or you might create a list that identifies additional services such as consulting or training that will be required by a particular negotiation item. you might create a price element list identifying normally expected transportation costs. the system will assign weights as equally as possible. Support supply chain operations more efficiently by recognizing and analyzing how one organization's performance and costs affect another organization. Note: If the negotiation outcome is a blanket purchase agreement. These costs can then be negotiated between a buyer and supplier just like the item price. You must be assigned the Create Reusable Price Element Lists job function to create these lists. If there are an odd number of attributes. freight charges or import duty fees. Identify hidden activities or "cost drivers" to facilitate improved analysis and decision-making. 2. Buyers can specify when they create the negotiation how much they anticipate paying for these additional costs.1. For example. the supplier's response prices to the price elements will not be rolled up into the line total price.3. or discrete costs such as shipping fees. To create a new price element list: 1. click Equalize Weights. Click the Price Element link under Reusable Lists on the Quick Links section of the Negotiations Home page. Such costs could include services such as training or consulting. Price elements allow you to: Identify suppliers with the lowest total cost per line not just the lowest item price. 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. 2. You can create new price element lists or edit existing lists. for example.

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

7. 2. For example. The first offers a price of 19$ per unit if buying more than 100. Active or Inactive). 4. On the Price Element Lists page. Or you may be willing to pay more per unit if your supplier can ship the order to a special location. To edit the list. and you may specify several quantity levels and the prices you are willing to pay at each. search and select the list you want to edit. When you have finished making your changes. For these price breaks. On the Edit Price Element List page. 6. Page 86/209 . You can search for a particular price list by : o o o o The list name. When you have entered the search data. 2. (This returns all price element lists using that price element. you may expect to receive a discount from your supplier if you buy a large quantity of units. or select the price element list and click Edit. you receive the responses shown in the table below. change the price element list status. click Go. You specify 20$ as your start or base price. The first few words of the list description. Your suppliers respond to your negotiation specifying their responses to your price breaks. click Apply. or by a certain deadline. The second offers a price of $18 a unit if purchasing over 500. you can either click the price element list name link. The search results display any price element lists matching your search criteria. You can then enter different assumptions into the system and have it calculate which response is the best. 5. For each (non-amount-based) line in your negotiation. add or delete price elements from the list. you can define as many price breaks as are appropriate. You then set up two quantity-based price breaks. you can o o o update the description for the price element list. Click the Price Element link under Reusable Lists on the Quick Links section of the Negotiations Home page.Oracle Sourcing Help To edit a price list: 1.7 What are price breaks. Example: Assume you are purchasing PC keyboards. The new list is validated. The list status (Any.3. you receive an error message.) 3.1. The name of any price element defined to the list. If any price elements are inactive. and how do I use them? Price breaks allow you to negotiate line prices with your supplier based on characteristics of your order.

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

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

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

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

You may want to create a sourcing event if you need to monitor several related negotiations as a group rather than individually. This takes you to the Manage Events page. To cancel an event. 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. select the event and click "View Negotiations. Once the event is created. To see event details. 3. Page 91/209 . You have the choice of canceling only the event or canceling the event and all negotiations associated with it as well. 4. similar negotiations.Oracle Sourcing Help Using price elements Price elements identify additional item costs beyond just price.4. and an inactive date. you can associate negotiations with the event while creating the negotiation on the Create Header page. Using price breaks You can define price breaks on which you can then negotiate with your suppliers to develop a pricing structure based on item quantity. click the event number link. You can continue to associate negotiations with the event until the event's inactive date is reached. You can continue associating negotiations with the event until its inactive date is reached.2 What is a sourcing event? A sourcing event is group of related negotiations. delivery location. To see the negotiations associated with the event. enter a title. On the Create Event page. you first create an event. To use events. Click "Event" under the Create area of Quick Links on the Negotiations Home page. 3. You may also want to create an event if you want to encourage respondents to participate in multiple. To manage a sourcing event: 1. You can then start associating negotiations with it. or promise date 2." Note that any draft negotiations associated with this event are not shown. Such costs could include service related costs such as training or consulting services. description. To create a sourcing event: 1. 2. Click OK. click Cancel. Your event is opened as soon as it is created. 2.1.

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

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.4. or auction in a single session. but other information. Or you need to create a negotiation but not actually submit it until sometime in the future. you can save your draft from any of the subsequent pages by clicking Save Draft.Oracle Sourcing Help You can download and use spreadsheets to efficiently create and award RFQs and auctions having many line items.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. Page 93/209 . Initially creating a draft Once you have completed the Step 1 Describe page. you can access drafts for editing or submission. Some of this information. Oracle Sourcing creates a draft negotiation which includes all the requisition links you selected. RFQ. Using draft RFQs/auctions You can create and save an auction intending to submit it later. 2. After creating a draft negotiation using requisition information from Oracle Purchasing.1. Or you can use the Manage Draft Negotiations page in Oracle Sourcing to access and submit the draft at a later time. such as operating unit and functional currency are not. Creating RFQs/auctions using Autocreate If your company has licensed both Oracle Purchasing and Oracle Sourcing. you can use the Autocreate feature of Oracle Purchasing to select and group requisitions to create draft RFQs or auctions. From this page. In each of these cases. or the creation process involves collaboration between several people. Using draft negotiations created by AutoCreate in Oracle Purchasing When you AutoCreate requisitions into a Sourcing RFQ or buyer's auction. you can immediately access and edit the draft to continue creating your negotiation. These draft documents also allow multiple collaborators to work on the same document. you can create a draft of the RFI/RFQ/auction and save it for later editing or submission. The items in your draft negotiation carry information from the backing requisitions. such as item quantity and need-by date are updateable.

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

2. you can unlock and edit other's drafts from the Manage Draft Negotiations page. are classified as deliverables. On the Create Deliverable page define your new deliverable. For private negotiations: You must be the negotiation owner or a collaboration team member working on the negotiation to access the draft. you can edit any drafts that are not locked. anyone with the Unlock Draft Sourcing Documents function can break a lock on a draft but not access it for editing or submission. To create a deliverable for a particular negotiation: 1. If you have both the Manage Draft Sourcing Documents and the Unlock Draft Sourcing Documents. you can create a deliverable and assign it to a negotiation. Anyone with the Manage Draft Sourcing Documents function can access and edit drafts created by others at the same company. You can update a deliverable if needed or delete it altogether 4. click Add Deliverable. as part of the contractual agreement. This is a useful authorization for an administrator to have in case a draft needs to be edited. See the Oracle Procurement Contracts online help for instructions on defining deliverables.Oracle Sourcing Help Anyone with the Edit Draft Sourcing Documents function can access and edit draft negotiations AutoCreated from Oracle Purchasing. besides products and services bought or sold. If you are a collaboration member with view-only access. 5. 3.4. If you have this function and access the Manage Draft Negotiations page. they might define other internal tasks that contribute to the overall execution of the contract. The commitments on the contracts. To add a new deliverable. If Oracle Procurement Contracts is implemented. is authorized to manage and unlock drafts. 2. under the terms and conditions of the contract. Click the Deliverables subtab and check that any deliverable already defined to this template is applicable for your negotiation. but the buyer has locked it and is subsequently unavailable. click Contract Terms in navigation bar in the top left of the page. Page 95/209 . Search for and apply a contracts template. If you are a collaboration member not restricted to view-only access. Note: The Sourcing Super User. you can view the draft but not edit it. On the Create Header page. you can perform whatever tasks are allowed by your function security.1. by default. In addition to the contractual commitments that businesses need to fulfill.5 How do I create a deliverable and use it in a negotiation document? Businesses enter into contractual agreements with their trading partners and. on vacation. Additionally. for example. will have commitments to fulfill.

click Apply. Click "Copy" under the Create section of Quick Links on the Negotiations Home page. click Contract Terms in the navigation bar at the top left side of the page. 5. Once the page refreshes. To apply contract terms to your sourcing document: 1. click Review. you can define your next deliverable. You need the Contracts Terms Library Administrator responsibility to create and maintain clauses and contract templates in the Contract Terms Library. Clicking Copy places you on a new Create Header page with the existing information inserted. or auction). 2.7 What are contract terms and conditions. click the Copy icon at the right of the page. Note that you will have to specify new Open Date and Close Date values 6. After you have finished defining your deliverable. When you have finished creating your new negotiation. You can copy an existing document to create a new document of the same type (RFI. Note that most of the information you defined previously is carried forward into the copy. This includes any contract clauses or deliverables (terms. 2. Using contract terms is an easy way to create and maintain standardized contract text which can be customized as needed. then click Submit for Approval if approvers are specified for this negotiation.1. You need the Manage Contract Terms responsibility to create and maintain contract terms on negotiation documents. 3. You can click the negotiation number to see details about the negotiation. otherwise click Publish to open it for responding.4.4. and how do I use them in my negotiation? If Oracle Procurement Contracts is installed and licensed.Oracle Sourcing Help 6.6 How do I copy a sourcing document? You can copy sourcing documents that you or any other users in your organization have created. you can click Apply and Create Another. You can use contract terms to specify legal and other requirements for your negotiation. Edit your new negotiation by continuing through the creation steps. and deliverables are available if Oracle Procurement Contracts is implemented). Search for the negotiation you want to copy. Once you have found the negotiation you are interested in. 2. you can create contract terms and apply them to your negotiation. 4. Page 96/209 . To copy an existing negotiation: 1. On the Create Negotiation page. Verify your negotiation information. If there are multiple deliverables to define. conditions. RFQ.1.

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

you can specify that an item is amount based by selecting an amount based Line Type value. 2. and some team members may be required to approve the final document before delivery to potential suppliers.10 How do collaboration teams work? When creating a negotiation. Such activities can be negotiated by using amount based line types. Access the negotiation.1. For the line whose requisition information you wish to view. 2. awarding business to supplier. From the negotiation summary page. but more of a service or activity. This takes you to the Requistion Detail page. inviting additional suppliers. This includes the entire life of the sourcing document from the initial creation to the award process. Click the number link in the Line column.4.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. For example. Such tasks could include defining the item attributes. click the Lines subtab.4.9 What are amount based line types. click the number link in the Requisition column. 4. This takes you to the Requisition Summary page. Each member can be assigned specific tasks. 3. The possible values are defined in Oracle Purchasing. you might need to negotiate training or consulting services. If you select a line type that is amount based.1. A category value may also appear if your administrator has defined a default category for that line type. Buyers can optionally grant full access to some team members while restricting others to read-only access. the quantity and unit of measure defaults to the values defined by your administrator and is display only. and how are they used? Sometimes the item you need to negotiate is not a number of discrete units. and creating document outcomes. Page 98/209 . buyers can nominate collaboration team members to participate in the creation and administration of the sourcing document. 2. When you create a negotiation.

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

selected members can be assigned specific tasks which they must complete. when the target date is. This is in contrast to a regular blanket purchase agreement which can exist only within the realm of a single operating unit. For example.Oracle Sourcing Help If that member has been assigned a task.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. There are three possible security levels a buyer can select: Public The document can be viewed by any other buyers in the buying organization. members of the document collaboration team (if any). 2. Global agreements: Page 100/209 . and if so. the creator's manager. Other members can be selected as approvers of the document. and members of the document collaboration team (if any).1. the creator's manager.4.13 What are global agreements. 2.1. Private The document can be viewed only by the creator. Execution against global agreements can be performed by multiple local operating units. meaning they can view but not update the document throughout its lifecycle. All members identified as approvers must approve the final version before the document can be published.4. and the Security Hierarchy members defined in Oracle Purchasing for that document type. and how do I use them? Global agreements allow buying organizations to negotiate pricing and define agreements on behalf of a shared central environment. See How do collaboration teams work? for more information on collaboration teams. 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. Hierarchy The document can be viewed only by the creator. Also. some collaborators can be defined as having read-only access.

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

5. After you have finished defining your deliverable. On the Create Header page. under the terms and conditions of the contract. 2. click Apply. In addition to the contractual commitments that businesses need to fulfill. If there are multiple deliverables to define. click Add Deliverable. Click the Deliverables subtab and check that any deliverable already defined to this template is applicable for your negotiation. Search for and apply a contracts template. Page 102/209 . will have commitments to fulfill. To add a new deliverable. If Oracle Procurement Contracts is implemented. you can define your next deliverable. besides products and services bought or sold.Oracle Sourcing Help 2. See the Oracle Procurement Contracts online help for instructions on defining deliverables. You can update a deliverable if needed or delete it altogether 4. 3. click Contract Terms in navigation bar in the top left of the page. Once the page refreshes. they might define other internal tasks that contribute to the overall execution of the contract. 6. as part of the contractual agreement.2 Using Oracle Services Procurement and Oracle Procurement Contracts 2.2. The commitments on the contracts. you can click Apply and Create Another.1 How do I create a deliverable and use it in a negotiation document? Businesses enter into contractual agreements with their trading partners and. are classified as deliverables. you can create a deliverable and assign it to a negotiation. To create a deliverable for a particular negotiation: 1. On the Create Deliverable page define your new deliverable.

To define a temporary labor. 3.2. Page 103/209 . and click Go. you can create documents that negotiate for many different types of services. make sure you select the Global Agreement checkbox. General services fixed-price lines use a negotiation outcome of standard purchase order. 8. or consulting services. There is a fixed amount limit attached to the service. Fixed-price services such as corporate accounting services. make sure you select a temporary labor. Select the price type (for example. ensure that you choose Blanket Purchase Agreement as the negotiation outcome for temporary labor line types. 5. . or click Load from Spreadsheet to upload a previously completed spreadsheet file containing all the line information 2. 6. Specify how price differentials are to be used within the negotiation (for example. Also. click Select Price Break Settings and ensure it is not set to None. Create attributes as needed to solicit additional information for this line. temporary administrators.2. rate-based line type. Enter your price breaks including Price Differentials. Job Details. From the Add Line menu on the Create Lines page. if appropriate. vacation). The charge for this type of service is based on a flat amount for the service provided. For temporary labor line types.2 What kind of services can I negotiate for? If Oracle Services Procurement is installed and licensed. Search and select a job from the Job menu. select Online to continuing entering your line description online. 9. On the Lines: Create Line page. 2. and specify the differential associated with this price type. You can negotiate for: Rate-based temporary labor such as office clerical work or a database administrator who charges by unit of time and has higher rates on the weekend. The charge for this type of service is based on hourly rates per person. If you need to specify price breaks. maintenance services. The Description.Oracle Sourcing Help 2. You can include services-related lines with regular amount-based and goods-based lines. Unit of Measure and Category will default according to the Job you select. rate-based line: 1. Enter values in your price fields if necessary. 4. is a response to the price differential required) 7. Fixed-price temporary labor such as contractors.3 How do I define services related lines? Services related line types allow you to negotiate on labor contracts.

search for and select a contract template from the list of values. 4. Finally. fixed-rate line type. On the Lines: Create Line page. To apply contract terms to your sourcing document: 1. 2. and Category will default according to the Job you select. Follow steps 1 and 2 above. Continue defining the remainder of the negotiation. You need the Manage Contract Terms responsibility to create and maintain contract terms on negotiation documents. you can create contract terms and apply them to your negotiation. See the Oracle Procurement Contracts online help for information on using contract templates. Using contract terms is an easy way to create and maintain standardized contract text which can be customized as needed. Finally. The Description. Finally. click Contract Terms in the navigation bar at the top left side of the page. Continue defining the remainder of the negotiation. add notes or attachments to the supplier. You need the Contracts Terms Library Administrator responsibility to create and maintain clauses and contract templates in the Contract Terms Library. You can use contract terms to specify legal and other requirements for your negotiation. Page 104/209 . 5. 5. On the Create Contract Terms page. 6. Continue defining your negotiation. 2. Provide the line with a description and select a Category value. 2.4 What are contract terms and conditions. Create attributes as needed to solicit any additional information for this line. 11. make sure you select a general services. make sure you select a temporary labor. fixed-price line: 1. To define a general services fixed-price line 1. add notes or attachments to the supplier.2. 4. 2. Follow steps 1 and 2 above. 6. On the Lines: Create Line page. and then click Go. Search and select a Job from the Job menu. On the Create Negotiation page. fixed-price line type. Job Details. Create attributes as needed to solicit additional information for this line. To define a temporary labor. 3. and how do I use them in my negotiation? If Oracle Procurement Contracts is installed and licensed. add any notes or attachments to the supplier. and then click Go.Oracle Sourcing Help 10. 3.

Unlock. you must correct them and validate again. 2. or clicking Review to inspect the negotiation prior to publishing it. To search for your negotiations in progress: At any one time. continue by either clicking Suppliers to define a supplier invitation list. 3. When you have completed your contract terms. select a negotiation and click the appropriate button (Edit. From the Results display. To access a draft negotiation: You can use draft negotiations to spread out the creation process over several sessions. From here. 6. 5. Click the "Manage" link under Draft in the Quick Links section of the Negotiations Home page. Page 105/209 .3. If you receive any error messages. Follow the instructions in How do I create a new negotiation? to create a new negotiation.3 2. Review and Submit). 4. 2. Click Apply Template. You can also use drafts to allow a team of collaborators to all work on the same negotiation.Oracle Sourcing Help 3. See the Oracle Procurement Contracts online help for instructions on modifying clauses . You can add. This takes you to the negotiation summary page for that negotiation. Select Validate from the Actions menu to verify the validity of the contract terms you are defining. delete or modify text. search for the negotiation you wish to access. To access a draft negotiation: 1.1 Monitoring Negotiations How do I access negotiations? The Negotiations Home page is the central point of access for all your negotiations. You can also monitor the progress of your open negotiations. To create a new negotiation: Click the appropriate link under the Create section of Quick Links. you can create and submit new negotiations and continue working on any draft negotiations you have in progress. On the Manage Draft Negotiations page. you may have several ongoing negotiations. You can monitor the progress of these negotiations by clicking the Number link for that negotiation's entry in the Your Negotiations at a Glance section of the Negotiations Home page. You can edit the clauses applied by the template as needed.

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

4 What are Your Negotiations at a Glance? The Your Negotiations at a Glance feature allows you quick access to all of the open negotiations in which you are currently participating. click the graph icon to the right of the negotiation. 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. 2. To view messages sent to you from suppliers (if any) click the number link under the Unread Messages column. Select the line(s) whose responses you wish to inspect and choose the type of monitor you wish to view . then click View Monitor. To view information on responses. Note that the table displays only a limited number of entries. Select a negotiation item.3. click the negotiation number link. perform a simple or advanced search to locate the negotiation whose responses you want to compare. 3. To view a complete list of your negotiations. select the responses you wish to compare and click Compare. From the Search Results display. response controls or invitation list. To view the graphical monitor of a negotiation.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. select the line and click Analyze. Page 107/209 . 4. Only buyers can view the graphical monitor in blind style negotiations. To use Your Negotiations at a Glance: Under the Your Negotiations at a Glance area of the Negotiations Home page. To perform a side-by-side analysis on all responses to the line. click Full List. From the Negotiations Home page.Price/Score by Time or Price by Score. To compare negotiation attribute values for competing responses: 1. You can easily compare the negotiation attribute values for these competing responses.Oracle Sourcing Help 2.3. o To view the information about the negotiation such as item information. identify the negotiation you wish to view. On the Analyze Line page. click the number link in the Responses column. 5. 2. select the negotiation and click the Graphic Monitor icon. you may receive responses from multiple suppliers.

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

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.7 How do I analyze the responses I have received? There are several ways of analyzing the responses you have received for your negotiation. including that response's rank. However. From the negotiation summary page for this negotiation.You can use AutoAward to have the system pick the best award. For example. o To use the AutoAward recommendation AutoAward is a feature you can use when you need a quick. The Analyze by Line page displays a table with an entry for each line in the negotiation and important information such as the best quote/bid. 2.Oracle Sourcing Help 6. You can analyze by line or by response (you obtain different information depending on which type of analysis you perform). To analyze by response: 1.3. or where the response does not include responses to all negotiation lines. To analyze by line: 1. select Analyze by Line from the Actions menu and click Go. upload your awards into the system. After you have completed your award decisions. 2. side-by-side display of all the responses. as well as additional information about each line including any backing requisition information. You can inspect the header attribute values (if any) by selecting multiple supplier responses and clicking Compare Header Attributes. On the negotiations summary page. The Analyze by Bid/Analyze by Quote page shows the response details from the different suppliers. click Analyze by Bid/Analyze by Quote from the Actions menu. You can see the number of active bids against each line and the best quote/bid determined by the system for that line. 2. standard award. AutoAward uses the ranking capabilities and methods available in Oracle Sourcing to obtain its best award recommendation. the resulting Analyze Line: page displays additional information about the responses to that line. Note that the partial response icon denotes responses where the response quantity is lower than the quote/bid quantity for at least one of the lines of the negotiation. AutoAward can also use calculations available from Multi-Weighted Page 109/209 . you can also use a spreadsheet to perform your analysis offline. it will use the the price being offered by the supplier for the most basic way method of ranking responses. 3. The Compare Header Attributes page presents a side-by-side comparison of the attributes. If you select a line and click Graph Price. You can click Compare to obtain a more complete. the resulting Monitor page shows your responses in a graph : If you select a line and click Analyze.

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

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

you can offer a particular target price. You can define as many price breaks as are needed to fully define your pricing structure. you could enter different order quantities and see which supplier response is the best for a certain quantity. For example. you can participate in a online discussion by clicking the number link under Unread Messages (under "Your Negotiations at a Glance" for Sourcing Buyers. Once you have defined all your price breaks. and click Analyze Price Breaks. Click Add Another Row to define additional price breaks. Search for the negotiation you're interested in. Analyzing Price Breaks Once you have defined your price break expectations. On the table of negotiations. Using an online discussion Once a negotiation is published. 4. click the response number link. click Apply. Define your price breaks. you could define multiple price breaks based only on order quantity. click Analyze by Line from the Actions menus and click Go. On the Analyze Line: Analyze Price Breaks page. you can enter different values in the fields under Enter Assumptions and have the system calculate the best response based on the values you enter. and effective dates (available for non-cumulative price breaks only).9 How do buyers and suppliers communicate while a negotiation is in progress? There may be times when buyers and suppliers need to contact each other directly for additional information or clarification. For example. participants can communicate with each other by entering into an ongoing conversation called an online discussion. Once a negotiation has been published. you can have the system evaluate the supplier responses based on scenario information you enter. and your supplier(s) have responded with quotes. Select the negotiation line. Ship-To address/organization. 2. On the negotiations summary page. You can set breaks by unit quantity. Clicking the Unread Messages number link takes you to the Online Page 112/209 . 5.3. 2. For each price break criterion. and "Your Active and Draft Responses" for Sourcing Suppliers). 5.Oracle Sourcing Help 4. 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. To analyze price break information: 1. 3. price.

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

click Full List. 2.10 Can I invite additional suppliers to a negotiation I've already created? Any user assigned the appropriate function can add suppliers to a negotiation any time before the negotiation closes. when creating this negotiation. If. and/or long-term agreement dates. However. If your negotiation is not displayed. and you extend that auction for 7 days.3. specify a new close date and time. click the negotiation number for the negotiation you wish to extend. 6. On the Extend RFQ/Extend Auction page. For example. If you don't see the negotiation. if your negotiation includes a January 15 close date and a January 20 award date.Oracle Sourcing Help 2.3. To manually extend your negotiation: 1. You cannot manually extend your negotiation after it has closed. if you extend that auction for only 3 days. Click Apply. need-by date. 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. On the negotiation summary page.11 How do I extend a negotiation that is in progress? You can extend an negotiation beyond its scheduled close date and time only if you set your response controls to allow manual extension. 2. follow the instructions to add new suppliers. To add suppliers to a negotiation: 1. and your new award date is January 27. you entered an award date. your new close date is January 18. 3. Click Apply. Additionally. Enter a new close date and time. Page 114/209 . On the Invite Additional Suppliers page. Select Add Invitees from the Actions menu and click Go. You can also enable AutoExtend or modify your AutoExtend settings if you wish. 3. click Full List. and your award date remains January 20. 2. Under the Your Negotiations at a Glance section on the Negotiations Home page. 5. A notification will be sent to all participants. you cannot extend an auction after its first AutoExtension has been triggered. click the negotiation number link for the negotiation to which you wish to add additional suppliers. your new close date is January 22. Under the Your Negotiations at a Glance section of the Negotiations Home page. 4. select the Extend RFQ/Extend Auction option from the Actions menu and click Go.

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

Their response information is displayed only for comparison and analysis. All suppliers who participated in your negotiation are initially included in the shortlist. Note: Once the negotiation is closed. Page 116/209 . search for and select the negotiation.3. select the suppliers and click Change Shortlist Status. and click Go. review your current AutoExtend settings (if any). To change a supplier's shortlist status: 1.Oracle Sourcing Help To change your auction's AutoExtend settings: 1. Responses from these suppliers are no longer considered as viable for award decisions. you will not be able to award them any business. Close the negotiation if it is not already closed. you may wish to eliminate certain suppliers whose offers were not acceptable. 2. you will see all the responses from the last round. You do this by removing these suppliers from the short list. Once you have made your changed. after the analysis of a first round of responding in a multi-round negotiation.You must remove the supplier from the list by changing its status. click the number for the negotiation whose AutoExtend values you wish to change. On the negotiation summary page.13 What is shortlisting and how do I use it? Shortlisting is a way to divide suppliers who have provided responses to a negotiation into two groups after response analysis. The first group consists of suppliers whose responses fall within an acceptable range and can be considered candidates for awards. 2. 3. 4. On the Negotiations Home page. 3. and you are making your award decisions. For example. or upon receipt of a new winning bid) 4. Under Your Negotiations at a Glance on the Negotiations Home page. You can modify the following AutoExtend options: o o o o Lines you want to AutoExtend (AutoExtend all lines. 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. On the Extend Auction page. The second group includes suppliers whose responses are unacceptable and whose further responses will be ignored for awards. click Apply. If you choose to shortlist any suppliers. You can also review and extend your auction's scheduled close date and time. 2. select Award by Quote/Award by Bid from the Actions menu. On the Award by Quote/Award by Bid page. select the Extend Auction option from the Actions menu and click Go. On the negotiation summary page.

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

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

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

3. On the Close Early page. If desired. Respondents are notified that the sourcing document has been amended and are required to review their previous response and resubmit it in accordance with the amendment. On the Cancel page. click Full List. if no preview date/time was specified) and before the close date/time. enter the new date and time you want to close the negotiation or choose to close it immediately. On the negotiation summary page. 2. the responses to your negotiation do not meet your needs. Click Apply. 1.16 How do I cancel a negotiation? Sometimes. there may have been too few responses.3. Amendments can be created anytime after the preview date/time (or open date/time. On the negotiation summary page. you may wish to simply cancel the negotiation. you can enter a text note to participants explaining why you are canceling the negotiation. or the items are no longer needed.Oracle Sourcing Help 2. The system notifies all the invitees and participants of the cancellation. Page 120/209 . 2. Also the line requirements have changed.3. Note that you cannot manually close an auction after its first AutoExtension has been triggered. click the negotiation number for the negotiation you wish to cancel. 3.3. Under the Your Negotiations at a Glance section of the Negotiations Home page. This note is included in the notification that will be sent. select the Close Early option from the Actions menu and click Go. enter a note to your suppliers. 4. For example. or the terms of the responses are not acceptable. the buyer can update information defined in the document if necessary. 5. click the negotiation number for the negotiation you wish to close. This update is called an amendment. 2. 4. select the Cancel RFQ/Cancel Auction option from the Actions menu and click Go. To close your negotiation early: 1. Click Apply.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. In any of these cases. 2. Under the Your Negotiations at a Glance section of the Negotiations Home page. If you do not see the negotiation.17 How do I create an amendment to a negotiation? After publishing a negotiation.

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

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

To update the information on a deliverable. click the Update icon. click the entry in the Document Number column.20 How do I manage deliverables I have assigned to a negotiation? Deliverables are additional requirements which must be provided by a supplier as part of the negotiation process. you may have many negotiations in progress. 3. o o o To see information on the deliverable. Navigate to the summary page for the negotiation 2. a detailed project plan. click the entry in the Deliverable Name column. At any point in time. When results are displayed.3. For example. you can create and manage deliverables for your negotiations. click Apply. or delivery schedule before the buyer will consider finalizing a contract with that supplier. You can easily view the status of all your deliverables. Click "Deliverables" under Manage in the Quick Links section of the Negotiations Home page. The Award Approval History page shows who has approved your award recommendation and the approvals remaining in the approval chain. If Oracle Procurement Contracts is installed and licensed. or add a new attachment. some of which will require deliverables. you can perform the following modifications (note that changes to the deliverable status are tracked and can be displayed): o o Change the deliverable status. To see information on the negotiation to which the deliverable is assigned.Oracle Sourcing Help To view the approval status of a negotiation: 1. a buyer may ask a supplier to provide copies of personnel certification. 4. Select View Award Approval History from the Actions menu. 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. 2. When you are finished updating the deliverable information. On the Manage Deliverables page. 5. See the Alert column for important information on the deliverable's status. To view and update your deliverables: 1. 2. Modify or delete an existing attachment. Page 123/209 . On the Update Deliverable page. enter enough search values to restrict the results to the deliverable(s) in which you are interested.

In addition. click the number link in the Quote/Bid column. To see details about a particular response.4.2 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.Oracle Sourcing Help 2. 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). 3. 4.1 How do I view the responses I have received? 1. You can award an individual line to a single supplier. select View Quote/Bid History from the Actions menu and click Go. other users from your company who have the appropriate function security can also unlock and unseal your RFQ/auction. 2. There is an entry for each supplier who has placed a quote/bid in the negotiation. click the negotiation number link of the negotiation you wish to see. The Quote/Bid History page displays the responses the negotiation has received. Page 124/209 . You can accept and use the decisions generated by the AutoAward feature.4 Awarding Negotiations 2.4." 4. 2. Close the negotiation if it is still open. 2. select Unlock from the Actions menu and click Go. Additionally. An RFQ/auction can only be unlocked and unsealed after it is closed. On the negotiations summary page.3 What are the different methods I can use when performing awards? Once you have closed your negotiation and analyzed the responses you received. 3. In addition. From the Your Negotiations at a Glance section of the Negotiations Home page. To unlock and unseal an RFQ/auction: 1. 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). On the negotiation summary page. an RFQ/auction cannot be awarded until it is unlocked. click "Return to Negotiation Summary. The resulting page shows details about the response. Note: You will always be able to unlock and unseal an RFQ/auction you have created. you can make your award decisions.4. On the Confirmation page. Select Unseal from the Actions menu and click Go. You can divide an individual line among multiple suppliers. 2.

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

Oracle Sourcing Help Page 126/209 .

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

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

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

Oracle Sourcing Help

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

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

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

Oracle Sourcing Help

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

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

You receive two bids as follows on the auction item:

Bidder Office Supplies Your PCs

Bid Quantity 30 30

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

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

Bidder Office Supplies Your PCs

Bid Quantity 30 30

Consumed Quantity 30 20 10

On Number 12345 12345 98762

Requisition

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

Oracle Sourcing Help

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

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

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

you can use the subtabs to toggle between the Supplier and the Line views. Locate the negotiation whose business you have awarded (note that from the Negotiations Home page. On the Negotiations Search page. To see prior award information: 1. select one of the following Status values and click Go. it can be helpful to review award decisions you have made in the past. o Closed Negotiations which have been closed. This information is stored and can be viewed even after you have closed. 2. For each entry in the table. you must have closed the negotiation and made some award decisions. you can do an advanced search looking for negotiations with a status of Award). Use the Search Negotiations fields at the top of the Negotiations Home page to perform an Advanced Search. 2. 2.Oracle Sourcing Help To display the Award Summary page: To use 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. On the Award Summary page. From the list of search results.11 Can I see information on my negotiations once I have completed awarding them? In many situations.4.icon in the Details column. Click the link in the Number column for the negotiation. Use this icon to show or hide the detail information for that entry. o Create Order Negotiations for which the allocation process is in progress or for which the purchase order creation process has been initiated. 1. o Award Negotiations for which the award process is either still in progress (there are still outstanding items to be awarded) of completed (there are no outstanding items to be awarded). 3. select Award Summary from the Actions menu and click Go. 4. Page 135/209 . 3. These negotiations could be taken to a subsequent round of responding or could have their award process initiated. there is a triangular +/. click the number link for the negotiation to see the details. On the negotiation summary page. awarded and completed the negotiation.

5. On the award Confirmation page. On the Complete Award page. 4. 2. On the Review and Submit Complete Award page. click Create Purchase Order to access the Create Purchase Order page (note that you can also access this page by selecting Create Purchase Order from the Actions menu). you can obtain information on the supplier to whom you awarded business. To generate a purchase order document: 1. On the Confirmation page. 5. You can see you award information by clicking the link under the Details column (or by clicking "Show All Details"). The Confirmation page informs you that the award is complete. 3. 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. Select Complete Award from the Actions menu and click Go. To complete the award process: 1.Oracle Sourcing Help 2. If you have an approval procedure set up in Oracle Purchasing. click the link to return to the negotiation summary page. so you may wish not to notify suppliers until a later date when the purchase document is fully approved). See What is contract binding? for more information.4.12 How do I generate a purchase order document? Once you have saved your award decisions. 3. 6. 2. Page 136/209 . 4. Choose an Acceptance Level from the drop-down menu. In you are creating a blanket purchasing agreement. you can use an Acceptance Level value of Document and Signature to perform contract binding. click Initiate Approval to begin approval for this purchasing document. Click Submit. you can choose whether or not to create a purchase order document. specify the start and end effective dates. you return to the negotiation summary page to complete the award process and generate a purchase order document. click Submit if you wish to complete the award process. If Oracle Procurement Contracts is installed and licensed. On the Create Purchase Order page.

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

To perform a search. Page 138/209 . For others you enter values. another open and being responded to. Note that the display shows only a limited number of negotiations. item category.Oracle Sourcing Help 2.5. creator. you select one of the criteria mentioned above from the drop down menu. click Full List. click Advanced Search.1.1 Searching for your negotiations in which you are participating: At any point in time. style.2 Searching for all negotiations to which you have access: In addition to the negotiations you own. select the type of search from the "Search Negotiations" menu. or supplier. You can click the responses link to go to the History page where you can see the details of any responses. To perform a simple search. All these negotiations can be viewed and accessed from the Your Negotiations at a Glance section of the Negotiations Home page. When using the simple search method. 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. security level. For some fields you select menu options. You can select one of two search methods: simple and advanced. and a last closed and being awarded. enter a value for the search criteria in the Search Negotiations fields at the top of the Negotiations Home page. Enter search values for as many search fields needed to qualify your search. When using the advanced search. There are several criteria you can use when performing a search to restrict the number of search results. project number.1. you may have several negotiations that are in different states. and task number. One may still be in its preview period. title. These include those mentioned above as well as type. From the Your Negotiations at a Glance display. To see the complete list of negotiations you created. and click Go. item. specify a search value and click Go. on the Negotiations Home page. 1. status. 2. you can click the negotiation number link to go to the negotiation summary page to see details of the negotiation.5. The Your Negotiations at a Glance display shows all negotiations you created in order of time left before their close date/time. A common task is monitoring and administering all these different negotiations. supply a search value. To perform an advanced search. You can use any combination of these search criteria to reduce the number of results you receive. These include number. you enter search values for multiple search fields. event.

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

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

a search on b% returns both Beijing and Brussels. Additionally. On the negotiation creation page. The Search Results display shows all addresses that matched your search criteria. 2.6 Searching for addresses: While creating negotiations.1. you can search using multiple criteria. however. such as the percent sign (%). a partial name. use a wildcard. you may need to change the default to a different address. many attributes default according to the organization you select. 2.7 Searching for lists When creating a negotiation.Oracle Sourcing Help 2. enter a search value in the Search field and click Go. On the Search and Select page.5. most lists allow you to search by the list name and/or words in the list description. In some cases. %. Click the flashlight icon next to the address field. Enter as many search values as required to efficiently qualify your search. For example. 2. The system performs a begins with search using any search values you entered. you can search for all price element lists that contain a particular price element. 3. click the link to apply a predefined list. The search value can be an address name. select the list and click the appropriate links or buttons to process the list if necessary and to apply it to your negotiation. For example. Click Go. Page 141/209 . a search on %Boston might return North Boston as a billing address. or the search wildcard.5. a search on br% returns only Brussels. If you do not know the beginning of the name. Such lists include lists of item attributes or price elements.1. To search for and select a different address: 1. Find the correct address and click Select. 3. For each list. To search and apply a list: 1. From the Search Results display. For example. This includes addresses such as Bill-To and Ship-To. You are returned to the negotiation creation page with your new address appearing in the address field. you can search for all lists that contain a particular list entry. there are many predefined lists which you can apply to your negotiation to save time and standardize your sourcing practices.

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

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

Note the following when generating and evaluating report information: When entering a category search parameter.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. savings is zero.3. the report reflects only the system-hosted catalog item categories. Any report displaying calculated amounts does not include any RFI amounts.1) report for the items listed.2. with the category with the highest productive award appearing first. Blanket Purchase Agreement. You can view the supporting awarded bid by clicking the Auction number or Bid number.1. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. Section 4.1. see. Amounts do not include lines where award quantity and award amount are unspecified. Amounts do not include lines where award quantity and award amount are unspedified.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. If Current Price is not available. 4. you can generate a Savings by Item (Section 7.1. Any report displaying calculated amounts do not include any RFI amounts. To run the Savings by Category report. The report is sorted by category. see "How do I run the reports?" Note: For the Auction Outcome report parameter.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. To run the Awarded Bids Detail report. select Standard Purchase Order. the report reflects only the system-hosted catalog item categories. Page 144/209 .Oracle Sourcing Help 4.2. or All Outcomes. Once you have generated a Savings by Category report.2.1.

Amounts do not include lines where award quantity and award amount are unspecified. Blanket Purchase Agreement. You can view individual quote details by clicking the quote number.1. Copyright 2000 Three D Graphics. If Current Price is not available. 4. Generate the intelligence report of your choice. select Standard Purchase Order. You are prompted to save the file. Note the following when generating and evaluating report information: o o o o When entering a category search parameter. (If you see an Unknown File Type window.4 Awarded Quotes report What is the Awarded Quotes report? The Awarded Quotes report displays information about the selected RFQs that have been awarded in the system.2. savings is zero. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity.) Save the file to the drive/location of your Page 145/209 . There are two main steps in this process: To export report data to a spreadsheet: 1. After you have generated your report. Inc . but at times. savings is zero.Oracle Sourcing Help Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity.. the report reflects only the system-hosted catalog item categories. Any report displaying calculated amounts do not include any RFI amounts. Perspective for Java licensed from Three D Graphics. click Save File. 3.3 How do I export data to a spreadsheet? You can conveniently view report data online. see "How do I run the reports?" Note: For the Auction Outcome report parameter. you may want to export the data to a spreadsheet application where you can analyze and format the numbers at your discretion. See "What are the Sourcing Intelligence reports I can generate?" 2.1. 4. Inc.. click Export to Spreadsheet at the bottom of the report page. To run the Awarded Quotes report. If Current Price is not available. or All Outcomes.

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

2 Intelligence Reports 4.3. The Sourcing Reports page displays information on the reports in the system. if you want to view all transactions completed in all currencies. You can sort the report by clicking on the any of the underlined column headings. (Not all reports have all of the following search criteria.1 What is the Awards by Supplier report? The Awards by Supplier report displays a summary of all awards made by the buyer to supplier(s). If left blank.) An asterisk (*) indicates a required field: o *From and Through Date Enter a date range for extracting and summarizing transactions.1 How do I run reports? 1. o o Category (if available) Select the category of interest using the search icon next to the field. Suppliers (if available) Select the suppliers of interest using the search icon next to the field. including the selected currency and the currency code. Once the report displays. 5.Oracle Sourcing Help To view transactions in all currencies: When you view transactions for a selected currency in a report. only transactions for that selected currency are displayed.1. In the spreadsheet.2. transactions for all currencies. For each supplier. the report shows the total amount generated by each sourcing transaction type (bid or quote). Click the link for the report you want to run. 2. the report defaults to your functional currency. However. you can export the report data to a spreadsheet. To run the Awards by Supplier report. Click Export to Spreadsheet to download the report. and click Go. 3. see "How do I run the reports?" Page 147/209 . o 4. Enter any search criteria into the appropriate fields. click Show Chart (if available) for a graphical representation of the report. Currency Select the currency of interest. are displayed. 4. as well as the total amount awarded to this supplier. click the Reports tab. if desired. On the Negotiations Home page. See "How do I export report data to a spreadsheet?" 4. It also gives a breakdown by negotiation type of the total amount of money transacted.

the report reflects only the system-hosted catalog item categories. or All Outcomes. select Standard Purchase Order. Blanket Purchase Agreement. Page 148/209 .2. you can generate a Savings by Item report for the items listed. see "How do I run the reports?" Note: For the Auction Outcome report parameter. see "How do I run the reports?" Notes: Note the following when generating and evaluating report information: o o o o When entering a category search parameter. with the category with the highest productive award appearing first. the report reflects only the system-hosted catalog item categories. savings is zero. 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. You can view the supporting awarded bid by clicking the Auction number or Bid number. Amounts do not include lines where award quantity and award amount are unspecified.Oracle Sourcing Help Notes: Note the following when generating and evaluating report information o o o Any report displaying calculated amounts does not include any RFI amounts. The report is sorted by category. Amounts do not include lines where award quantity and award amount are unspecified.3 What is the Awarded Bids Detail report? The Awarded Bids Detail report displays detailed information about auctions for which business has been awarded. To run the Awarded Bids Detail report. 4.2. 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. savings is zero. If Current Price is not available.2 What is the Savings by Category report? The Savings by Category report displays your total savings broken down by item category. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. Once you have generated a Savings by Category report. Any report displaying calculated amounts do not include any RFI amounts. 4. To run the Savings by Category report.

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

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

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

shipping and billing information. Submit your response (bid.6 “How do I submit a response online”). detailed item information. you can view information on the item attributes by clicking the "View" link under the Details column. The Notes and Attachments section displays any text messages from the buyer and any attached files.3 How do I respond to a negotiation? Suppliers can respond to public negotiations and private negotiations to which they have been invited.1. click the negotiation number to access the Negotiation Summary page for the negotiation in which you are interested.1 “How do I monitor negotiations to which I've responded”). (See Section 5.4 How do I view the details of a negotiation before placing a response? 1.1. The Negotiation Summary page displays all the current information for this negotiation. Alternatively. Find a negotiation in which to participate (See Section 2. use the Search Negotiations fields to access the Active Negotiations page. To respond to a negotiation you must: 1. You can easily navigate to a particular section of the page (such as the item information section) by clicking the small down arrowhead icons or the links at the top right of the page. Monitor the action in the negotiation in which you are participating.Oracle Sourcing Help Creating and managing sourcing events Updating profile information Viewing award decisions Updating profile information 5. Click the negotiation number to access the Negotiation Summary page.4. 5. This includes such information as the time the negotiation.1. (See section 5. 3. price elements. pricing. Attachments can be viewed by clicking the paperclip icon. If the item has attributes. Under Open Invitations. 2. or price breaks associated with it. or quote). the response controls. Page 152/209 .2. 2.1 “How do I access negotiations”).

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

Oracle Sourcing Help Create Response page. When you have responded to all required and optional line attributes. click View Quote History/View Bid History. If the buyer has defined Terms and Conditions. After reading the terms and conditions. click Submit. When entering responses. If so. You can see details of the negotiation on the negotiation summary page. including ones to which you were not explicitly invited to. select Create Quote/Create Bid from the Actions menu to create a response to the negotiation. click Accept. On the Create Quote/Create Bid page. click Continue 7. you can enter search values into the Search Negotiations fields and click Go to list all negotiations in the system. 8. you can select the currency in which you will place your quote/bid. After you select a currency. 5. Note: Before you select a currency. Page 154/209 . You can only see the existing responses when the negotiation is open or unsealed. you are asked to read and accept the negotiation terms and conditions. 3. enter the following information. Alternatively.1.6 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. To submit response online: 1. this value appears in the Target Value column. be aware of the following size limits: o o o Attribute: 240 characters Target: 4000 characters Response: 4000 characters 6. find your negotiation and click the negotiation number link there. If you want to view any responses that have already been submitted. o Quote Currency (Bid Currency) The buyer might allow quotes/bids in currencies other than the RFQ/auction currency (the currency used to create the RFQ or auction). On the negotiation summary page. all response prices (such as start price and target price) will be listed in the RFQ/auction currency. If the buyer has chosen to display an attribute target. On the Active Negotiations page. verify your response values. 2. If correct. The Attribute Type column shows you whether a response is required or optional. On the Create Response: Review and Submit page. you will see all prices listed in your chosen currency.

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

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

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

there will be two attachments for each line. By default. search for an open negotiation by selecting a search criteria. Notes and attachments can be assigned to the negotiation header or the negotiation lines. on occasion the buyer may need to communicate or request additional information such as specialized requirements. On the Line: page. you can view these specific item details (if allowed by the buyer) and enter additional values to target your response. a buyer can add item attributes and/or price elements to any item(s) in the negotiation. From this page you can continue placing a response. click the negotiation number link under Your Company's Open Invitiations to view negotiations to which you have been invited. 5. From the Negotiations Home page. Price elements identify additional costs associated with an item which need to be negotiated in addition to the item price. To view the notes and attachments: 1. To see the detail information for each line. When you respond to a negotiation that includes item attributes and/or price elements. Page 158/209 . 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. 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. 3. 5.8 How do I use item attributes and price elements when responding to a negotiation? When creating a new negotiation. Click the Lines subtab to see details of the negotiation lines. click that line's number link. Click the negotiation number link to display the negotiation summary page. providing a search value and clicking Go.Oracle Sourcing Help 5.7 How do I view the attachments associated with the negotiation to which I am responding? In addition to the typical negotiation information. click Return to Negotiations to return to the negotiation summary page.1. 4. Alternately. The first attachment is the requisition header attachment. Once you have viewed all your attachments. The second attachment is the line attachment. you see any notes and attachments assigned by the buyer to the line. the page displays the negotiation header information. 2. The buyer can use the note text box for short communications or use attachments for larger amounts of information.1.

9 What is AutoRefresh? AutoRefresh enables you to continuously monitor the bidding in an auction before or after you submit a bid. 4. On the Create Bid page. you can proxy bid on some items and bid manually on others. By providing item details and specifications in item attribute fields. Item attributes also allow you to provide more information and details when entering responses. click AutoRefresh On. In an auction that includes more than one item. To activate AutoRefresh: 1. 5.10 What is proxy bidding and how does it work? By activating proxy bidding. Using price elements allows you to target additional costs related to a particular negotiation item. They define 1) unique specifications that are set for a negotiation item.Oracle Sourcing Help Item attributes provide extra information about a negotiation item. Select the auction and click Respond. and 2) the details that a negotiation participant should provide when entering a response for that item. Such costs can include discrete charges such as import duties or activities such consulting or training costs. 3. Win for any item on which you have the current best bid price. and Lose for any item on which you have been outbid. 5. Your bid status is No Bid for any item on which you have not placed a bid. Item attributes make a negotiation item more descriptive and can be used to ensure that all responses submitted for the item include details not included elsewhere in the item information. If you want to display only those auction items that are included in a specific category. select the category from the View menu. then click Go. you can adjust the AutoRefresh interval setting to change the length of time between page refreshes.1. 2. your responses to an item's attributes are scored and weighted to allow the buyer to make more informed decisions. Page 159/209 . Click Create Bid to deactivate AutoRefresh and place a bid on the auction. Locate an open auction in which you'd like to bid. In Multi-Attribute Weighted Scoring negotiations. 5. you can set your responses apart from your competitors' responses and enable buyers to make better-informed award decisions. On the AutoRefresh page. You cannot proxy bid on any items that have price elements. you allow the system to automatically rebid on your behalf whenever a competing bid price beats your bid price. The AutoRefresh page updates the current best bid price and your bid status for each item in the auction.1.

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. you can proxy bid on all or selected items. 10.300 on your behalf.75. Proxy Bid Decrement You must enter the exact amount by which you want each of your proxy bids to decrease. Bid manually on the itemContinue bidding on the item by submitting bids manually. 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). automatic proxy bidding is discontinued. Enter your proxy bid decrement amount. You cannot enter different proxy bid decrement amounts for each item. the system will automatically submit a proxy bid of $3. you cannot change this amount unless the minimum amount is met in the auction bidding or you cancel the proxy bidding on the item. Proxy Minimum Bid You must enter the lowest price you are willing to proxy bid for any auction item. You can also change the proxy bid minimum amounts. not your own current bid.400 bid is subsequently submitted. Your proxy bid decrement amount will be applied to the current winning bid in the auction. When bidding on an auction that contains more than one item. you must provide the following information: Note: If at any time you wish to change your proxy bid information. You can change your proxy bid decrement if all items on the bid do not have proxy enabled.500 bid in an auction with a proxy bid decrement amount of $100. the system will continue to automatically rebid (by the proxy bid decrement amount you specify) until your proxy minimum bid price is met. For example. Discontinue bidding on the item Page 160/209 . You can then do any of the following: Enable another round of proxy bidding for the item Enter new proxy bid information.Oracle Sourcing Help To activate proxy bidding: When you place a bid on an auction. and a $3. if you have submitted a $3. Then submit the bid as normal. Whenever your bid price is exceeded by a competing bid price. then enter a proxy minimum bid only for those items on which you want to proxy bid. you can enter your proxy bid information in the appropriate fields on the Create Bid page. for example. To submit a proxy bid for any auction item. Use numbers. If the bidding on an auction item in which your proxy bidding drops below your proxy bid minimum amount.

1. click Cancel Proxy at the bottom of the page. the bidder may wish to update the non-price related information to improve the price to total score ratio. 5. 3. 1. Once enabled. continue entering your new bid information (including new proxy specifications if desired). Or in a multiattribute weighted negotiation. it can be allowed to run to conclusion. Usually. The bidder specifies the amount of the price decrement (expressed as a percentage or a flat price reduction) and the minimum price to offer. the promise date offered by the bidder may need to be updated due to unforeseen situations at the time the proxy was begun.12 What is power bid? Power bid allows you to expedite your rebidding when you have bid on several items in the same auction.1. On the Rebid page.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. the system will continue to rebid at lower prices until the bidder's minimum bid price is reached. Power bidding cannot be used if any of the auction items contain price elements. this happens when the bidder needs to update bid information. click the Response number link. proxy bidding in suspended. To continue placing a new bid. Select the items for which you wish to disable proxy bidding. The Cancel Proxy Bidding page redisplays without the line item(s) for which you just disabled proxy bidding (you can choose to retain proxy bidding on some line items but not others) 4. Click Create Bid to create a new bid. When the Rebid page appears. Cancelling proxy bidding In most cases.Oracle Sourcing Help 5. and click Cancel All Proxies. the bidder may wish to halt the proxy bidding to update bid information. However. For example. Page 161/209 . Once you have placed a bid using proxy bidding. there may be certain instances in which the bidder needs to end proxy bidding early. all of your bids (losing and winning) in an auction are improved by the percentage you enter in the Power Bid field. The Cancel Proxy Bidding page shows all line items for which you have proxy bidding enabled. once proxy bidding has been initiated. you can monitor its progress by locating the negotiation number under Your Active and Draft Responses section of the Negotiations Home page. click Create Bid. To view the details of your current bid. When you use power bid. 2. In both these cases. At this point. To cancel proxy bidding.

Because you are only previewing your power bids. 5.1. 2. 6. select Create Quote/Bid from the Action menu and click Go. you may want to look at responses that have already been submitted (not viewable in blind or sealed auctions or in RFQs). click Clear Changes. 4. You can then enter a new power bid percentage and click Go to revise your power bid. The recalculated price appears in the Price field. 3. Access the open negotiation to which you wish to respond. You can create the spreadsheet once and then make only the modifications necessary for a particular negotiation. Open the spreadsheet file and complete according to the instructions in the Read Me file included in the zip. Bulk loading is also useful if you respond to similar negotiations that occur repeatedly. click the negotiation number and review the negotiation's details and lines. On the Quote/Bid by Spreadsheet page. On the Create Bid page. As you prepare to respond. If you want to return to your original bid prices. even if your new bid price exceeds the current best bid for any auction item. enter the power bid percentage by which you want to decrease each of your bids in the auction. Save the spreadsheet file to a convenient location. Click Recalculate to preview your power bid prices. After you have located a negotiation on which to bid. 5.25. 7. From the negotiation summary page. click Submit Bid and review the details of your bid. then click History to review responses. 5. To download a spreadsheet and prepare your bid or quote offline: 1. Page 162/209 . your bid status does not change yet. Access the auction on which you want to rebid. 2. Enter numbers.Oracle Sourcing Help To use power bid: 1. 4. Your bid prices so not take effect until you click Submit Bid.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. select the type of file(s) you wish to download. Navigate back to the Quote/Bid by Spreadsheet page. 3. You can download an Excel spreadsheet or a text spreadsheet. for example. Save the file. When you are satisfied with your power bid prices.

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

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

To be considered for an award decision. there may be deliverables to which you must respond.1. Page 165/209 . Click the Update icon. Once you have acknowledged all the amendments. The Amendment History page has entries for the original negotiation and any subsequently amended versions. On the Acknowledge Amendment page. Contract terms are displayed in the Contract Terms section of the page. You are presented any additional amendments. 7. You can toggle between the current version and its prior version using the buttons. Once you have completed the tasks outlined in the deliverable. 3. The amended versions are suffixed with an incrementing counter.18 How do I respond to a deliverable defined to a negotiation? Deliverables are additional requirements a buyer may request of a supplier over the course of a negotiation. they will be listed in the Deliverables section. If there are deliverables. you are presented the first amendment. Click Acknowledge Amendment. You use the Create Response page to enter your response to the buyer's negotiation. Click the negotiation number link to view the original negotiation and its updates. Each deliverable has a due date. 8. you respond to the deliverable and update its status. you must acknowledge that you have viewed the amendment and placed a new response. The negotiation summary page shows the original version of the negotiation. If there is an X icon in the Alert column. Click the suffixed number links to see the different versions of the sourcing document. This includes responses to any contract terms the buyer has defined. Review the information. the due date for completion of that deliverable has passed and that deliverable is late. 2. If there is an exclamation point icon in the Alert column. Click Acknowledge. and then click the checkbox acknowledging you have reviewed the amendment. you can place a new response on the negotiation.Oracle Sourcing Help 2. 6. which you must review and acknowledge. If Oracle Procurement Contracts is implemented by the buying organization. Click "View Amendment History" to see the changes made to the original negotiation. and you must respond to these deliverables before their dates expire. 4. the responsible party failed to perform the deliverable. 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. or click the Review Changes icon to see what information changed between a version and its prior version. The currently active version has the highest number and is the first entry in the table. 1. The Review Changes page identifies the information that has changed. 5. 9. 5.

Oracle Sourcing Help

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

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

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

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

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

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

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

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

5.2.3

How do I track the status of my responses?

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

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

5.2.4

What information is contained on the Disqualified Responses page?

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

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5.2.5

What information is contained on the Awarded Items page?

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

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2. Your Response Number The number you assigned your response. Page 170/209 . 5.7 How do buyers and suppliers communicate while a negotiation is in progress? There may be times when buyers and suppliers need to contact each other directly for additional information or clarification. Response Price The price at which you offered to sell the item. The Rejected Items page allows you to drill down into detailed information about the negotiation and your response to it.Oracle Sourcing Help 5.| Type The type of negotiation: RFQ.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.2. Once a negotiation has been published. or Buyer's Auction Item Description Description of the negotiation item. Promise Date The date by which you promised to deliver the item. if any. Negotiation Number The number assigned the negotiation by the system. Reason Any message provided by the buyer explaining why the item was not awarded. Response Quantity The number of item units you offered to sell the buyer. 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.

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

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

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

select Print Document from the Actions menu.Oracle Sourcing Help To print a negotiation (for suppliers): 1. On the Acknowledge Amendment page. the buyer may need to update some of the information defined in the sourcing document. you can continue to respond to the negotiation normally. review the document information. 2. 1. open and inspect the print directly. Click the Contract Terms link in the navigation bar. Select the negotiation and click Respond. click the checkbox and then click Acknowledge. 5.2. 5. or save it to a location on your machine and review the document there To print contract terms only: 1. On the negotiation summary page. you must have reviewed all the amendments and placed a response to the latest one. Click Preview Contract Terms. Search for the negotiation. search for the negotiation you wish to print by clicking the Negotiation Number link. 6. you will only be able to respond to the amended version. On the Negotiations Home page. Once you have acknowledged all the amendments. 3. 4. 3. Click Yes. open and inspect the print directly or save it to a location and review the document locally. When the prompt box appears. 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. If there are multiple amendments. you must review and acknowledge each one. Such updates are called amendments. You are informed that the negotiation has amendments and are prompted to acknowledge them. To be eligible for an award decision. 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. you must review and acknowledge the amendments and place a new response. 2. 3. 4. Page 174/209 . 2. Once a document has been amended. On the Negotiations Homepage.

which you must review and acknowledge. You are presented any additional amendments. This includes responses to any contract terms the buyer has defined. Review the information. 5.Oracle Sourcing Help To respond to a negotiation that was amended after your first response: 1. Click Acknowledge Amendment. The negotiation summary page shows the original version of the negotiation. On the Acknowledge Amendment page. The currently active version has the highest number and is the first entry in the table. 8. and then click the checkbox acknowledging you have reviewed the amendment. The amended versions are suffixed with an incrementing counter. The Review Changes page identifies the information that has changed. To be considered for an award decision.11 How do I respond to a deliverable defined to a negotiation? Deliverables are additional requirements a buyer may request of a supplier over the course of a negotiation. 9. If you placed a response before the amendment was made. The Amendment History page has entries for the original negotiation and any subsequently amended versions. you must acknowledge that you have viewed the amendment and placed a new response 7. 2. or click the Review Changes icon to see what information changed between a version and its prior version. You use the Create Response page to enter your response to the buyer's negotiation. Click Acknowledge. you can place a new response on the negotiation. 5. 3. Click the negotiation number link to view the original negotiation and its updates. Deliverables are part of the contract terms the buyer may have defined and are typically additional pieces of documentation that must be provided by the supplier. Click "View Amendment History" to see the changes made to the original negotiation. If Oracle Procurement Contracts is implemented by the buying organization. you are presented the first amendment. 4. Page 175/209 . 6. Once you have acknowledged all the amendments. Click the suffixed number links to see the different versions of the sourcing document. there may be deliverables to which you must respond. Contract terms are displayed in the Contract Terms section of the page. You can toggle between the current version and its prior version using the buttons.2. the next time you access the system the status of your initial response will have been changed to Resubmission Required in the Your Active and Draft Responses section of the Negotiations Home page.

Oracle Sourcing Help

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

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

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

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

5.3 Searching
5.3.1 How do I search for negotiations?

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

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

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

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

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

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

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

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

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

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

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

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If the feature in which you are uploading allows.1. 6. the connection. links. you should contact your system administrator to request additional function assignments. If you still cannot determine the cause of an error or failure. particularly for large files. buttons. Your system administrator controls function security by creating a Responsibility consisting of different functions. and (for bulk load jobs only) the job number.2 Glossary A Agreement Terms (Blanket Purchase Agreement only) Agreement terms are optional. 6. may time out before the system receives the file. Users who are associated with this responsibility can access and perform specific features.1.5 Whom should I contact about technical difficulties? If you experience technical difficulties with this system you should contact your system administrator. and apply only when you have selected "blanket purchase agreement" as the auction outcome. If you receive a Task Access Restriction message. or multibyte languages (such as Chinese). Then contact your system administrator. or if you cannot view or access a specific page. link. some browsers will not upload files or browse directories whose names contain language-specific marks such as accents or umlauts.Oracle Sourcing Help 6. Total Agreement Amount Page 180/209 . try placing the file in a WinZip file to reduce the file size or using a faster connection to the system. note the error text if any. If you are using a slow dial-up connection. task bar option. Agreement Start Date/Agreement End Date The period during which the blanket purchase agreement is effective. 6. the steps you performed that led to the problem.6 What if I have problems uploading files? Check the online Help about errors or failures. Note: Depending on how the system is set up.4 Why can't I access some pages. button. or if your upload does not complete. or task bar options? All system features are controlled by function security and your userid. or other feature. Function security means that features can be used only by users who are allowed access to the features. Your Sourcing responsibility assignments determine which features you can use.1.

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

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

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

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

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

bid decrement = 20% Bidder B's original bid = $1. If you specify your bid decrement amount as a percentage. For example: Auction #1234. M Minimum Bid Decrement The minimum amount by which bids must decrease This is set in the auction's bid controls. 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). You can enter either a straight amount or a percentage by which bids must improve. bid decrement = $100 Bidder A's original bid = $1.000 Bidder B's second bid = $800 Bidder B's third bid = $600 Minimum Release Amount Page 186/209 . but will be applied to the bidder's current bid price.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). the decrement percentage will be calculated based on a bidder's original bid price. Note: A bid decrement amount will always be applied to a bidder's current bid price.000 Bidder A's second bid = $900 Bidder A's third bid = $800 Auction #2234.

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

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

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

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

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

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

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. 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. 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. Total Ageements Amonut To Be Determined (TBD) Pricing A buyer can specify that the pricing will be determined at a later date. For more information. Page 193/209 . For each supplier there may be multiple supplier sites. Spreadsheet applications are recommended to open tab-delimited text files.txt) files. Supplier Master A repository of information about suppliers from whom you purchase goods and services. The system recognizes the UN standardized UOM codes.Oracle Sourcing Help See Auction Outcome. fields are separated by the tab character. U Unit The unit of measure (UOM) in which items are listed. Set up in Oracle Purchasing using the Suppliers window. Total Score (Multi-Attribute Weighted Scoring) The score calculated for a bid or quote based on a supplier's responses to an item's weighted attributes. but without any special formatting characters.

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

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

You can sort the report by clicking on the any of the underlined column headings To run the Awards by Supplier report. Appendix 7. Amounts do not include lines where award quantity and award amount are unspedified. savings is zero. Page 196/209 . the report shows the total amount generated by each sourcing transaction.type (bid or quote). If Current Price is not available.3.1 «How do I run the reports?" Notes: Note the following when generating and evaluating report information o o o Any report displaying calculated amounts does not include any RFI amounts. as well as the total amount awarded to this supplier. see Section 4. Inc. For each supplier.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. Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity. Inc.1.Oracle Sourcing Help 7.1 What are the Awards by Supplier report? The Awards by Supplier report displays a summary of all awards made by the buyer to supplier(s). 7.1. Copyright 2000 Three D Graphics.

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

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

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

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

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

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

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

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

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

Local organizations can then use or duplicate these clauses and templates and customize them to meet their own specific local requirements. 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.Oracle Sourcing Help 7.9. Page 206/209 . and supplier name. contract templates. 7. These rules can be applied on a business document to bring in additional clauses based on the information in the business document.2 About Variables Oracle Contracts supports the use of business variables (tokens) in clause text. During authoring. The Library gives the legal department and business organizations a powerful tool to create reusable clauses.1 About the Contract Terms Library The Contract Terms Library is the central library of all pre-approved clauses. Clauses can be grouped into sections and stored as reusable contract templates to codify best practices. which will be automatically substituted with values when the clause is used in a contract. You can use the Contract Expert feature of Oracle Contracts to create rules that represent the business policies of the organization. Another key feature of the Library is the ability to establish global standards and enforce these standards enterprise-wise. 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. Note: The Contract Terms Library is generally referred to as the Library. In addition to standard clauses and contract templates. These capabilities provide the foundation for contract process standardization and control across the enterprise. System variables are also available to be used in defining Contract Expert rules. Templates provide a framework for rapid assembly and creation of contracts. these tokens will be substituted with values from the business document. the Library supports the creation and maintenance of a library of folders. customer name. sections.1. Organizations can manage clauses and templates centrally in a global organization. You can embed system variables in the clause text. and variables. and Contract Expert rules that can be used to create contracts across the enterprise.9.

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

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