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

..12 How do I change my auction's AutoExtend settings while the auction is in progress?.......................................................1 How do I access negotiations? .......9 How do buyers and suppliers communicate while a negotiation is in progress? ..............3....................4 Additional Creation Topics ..........6 .......... and how do I use them?....3.. 86 2....................................................................9 What are amount based line types...........1.....................3.................... and how do I use them in my negotiation?............................................................................... 107 2...........2 What kind of services can I negotiate for?................................ 110 2.............. 112 2......3................................................................3...... 95 2.....3 Are there any shortcuts available when creating a sourcing document? ...................................8 How do I view the backing information for lines AutoCreated from Oracle Purchasing?............ and how are they used? ..... and how do I create and use them? ...............................................................3..................................................................... 103 2......... 100 2.............1..........1......1 How do I create a deliverable and use it in a negotiation document?....5 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?................2 Using Oracle Services Procurement and Oracle Procurement Contracts........1.........3.................................3.......... 114 2.2................. 115 2..4..........4............................3..4.......... and how do I use them?..3.......................................4.......................... 108 2......7 What are contract terms and conditions............... 107 2......2....... 93 2.......10 How do collaboration teams work? ............13 What are global agreements.4 What are Your Negotiations at a Glance?...........................................1..........................7 How do I analyze the responses I have received?.........12 How do security levels work? ...8 What are price breaks.........4........................................................... 103 2.1............6 How do I download the responses I have received? ............ 102 2. 114 2.....3... 117 Page 5/209 2..................................1............. 91 2..........3...... 102 2.11 Who can participate as team members? ....1....................14 How do I initiate a new round of responding?.........1......... 106 2.....................2.... and how do I use them in my negotiation?............................................. 116 2..............1...5 2......10 Can I invite additional suppliers to a negotiation I've already created? ............3. 99 2............................Oracle Sourcing Help How do I use price elements? ..... 84 What are Reusable Price Element Lists......... 97 2...1.......4 Can I create and save sourcing documents without submitting them? ...11 How do I extend a negotiation that is in progress? ...........2........................... and how do I use them?... 92 2..3 How do I define services related lines?........3...........................................4...3....1.4.....................4... 104 2..........1.................... 105 2..........................2 What is a sourcing event? .......... 84 2.............................................. 96 2..... 88 2..4................ 98 2.........................4..............................1 What are some negotiations strategies I can use? .. 105 2.........................................6 How do I copy a sourcing document?................3..............4.................................1..........................................4........................... 109 2.....................................3.....4...........1....13 What is shortlisting and how do I use it? ..3 How do I respond on behalf of suppliers without Internet access?............. 100 2.............3 Monitoring Negotiations...............2 How do I monitor the negotiations I have created? ........ 98 2...................... 96 2.......1.... 88 2...............7 What are price breaks..................................... 106 2...........1.................4 What are contract terms and conditions.......

1 How do I search for information on Oracle Sourcing? .........1 How do I update my Sourcing personal options? ........5....1..1......................... 137 2.................1 How do I view the responses I have received? ..3.....................................2......1.....................................2.....................................2 What is the Savings by Category report?.....7 Searching for lists.. 147 4... RFQ..............................4. 130 2.........1...1..........................4..........................5.........................13 What is contract binding?....................................4..6 How do I manually score header attributes? .................. 128 2...............Oracle Sourcing Help How do I close a negotiation before its scheduled close date and time?...... 133 2......2 Intelligence Reports ......1.......................4...................................3.. 145 4......................8 How do I allocate backing requisitions among awarded items? ...........3 How do I export data to a spreadsheet? .....5 Searching........10 What information is contained on the Award Summary page? ...4......................................1 Awards by Supplier report .................................................................... 120 2..............................5.....................................4............1 What is Sourcing Intelligence? ...........20 How do I manage deliverables I have assigned to a negotiation?.3.1 What is the Awards by Supplier report? ............. 120 2.....5 Searching for lines and categories...................................2...................... 122 2.........................................16 How do I cancel a negotiation?........3 Searching for draft negotiations .......................................................................................................3..........1........1.........................1 How do I run reports? .. 141 2.......5............................................................ 142 3........... 142 4.................4 Searching for suppliers:...... 143 4.........1................4... 124 2................ 144 4...............12 How do I generate a purchase order document? ................... 133 2..................17 How do I create an amendment to a negotiation? ..................4 Awarding Negotiations ..............1............2.............................. 141 3.........1.. My Profile ......................18 How do I print information on my negotiation? ......... 124 2...............2 Searching for all negotiations to which you have access:........ 121 2........................................... 137 2.............................. 131 2.................4.............1...............9 How do I disqualify responses I receive for an RFI..................1 Searching for your negotiations in which you are participating: ..... 139 2.................................... 138 2.3..........4..3 What are the different methods I can use when performing awards? ......5.. 123 2........................ 147 4.......................1 Introduction to Sourcing Intelligence.... 136 2..........................3....... 129 2.......................................2 Savings by Category report.........2......................... 140 2........................ 137 2...............5....................... 135 2...........................2 How do I unlock and unseal a sealed RFQ or auction? ....................19 How do I view the approval history for my negotiation? ............... 124 2...... 148 Page 6/209 2............................. 145 What is the Awarded Quotes report? ............. 143 4................................. 127 2........... 143 4...............3 Awarded Bids Detail report ....5........................................................2..... 139 2.4............................4 Awarded Quotes report .5..................6 Searching for addresses:............... 143 4......... 144 4...................................................4.........1..................................... 144 What is the Awarded Bids Detail report? ........................................15 ...... 138 2..........................11 Can I see information on my negotiations once I have completed awarding them? .... 147 4..4...........4.................1.........4 How do I award business in an RFQ or auction?............3.................. 124 2... 120 2..............................1... Sourcing Buyer Intelligence Reports............7 How do I use a spreadsheet to award negotiation items?..5 How do I download the responses I have received? ...................................................2 What are the Sourcing Intelligence reports I can generate?......... 143 4.............. 145 4.............. or auction? ............

........................12 How do I respond to a service-related line?..........1 How do I search for negotiations? .......... 164 5...1.............2. 175 5.. 158 5. 159 5. 154 5............................................................................................................................................. 169 5.. 178 6.............10 What is proxy bidding and how does it work?................11 How do I turn off proxy bidding? .............................................2........................ 152 5..................2 Can international companies participate? ...................... 161 5............................ 158 5..........2..................4 What is the Awarded Quotes report? .1.. 162 5................................................................................................ 159 5...... 167 5........... 172 5......2............. 170 5.................................................................3 Searching......1...2. 167 5.2 Monitoring Negotiations.........Oracle Sourcing Help 4........ 179 Page 7/209 .............10 How do I respond to an amendment to a sourcing document? ..................1..................3 What is the Awarded Bids Detail report? ........ 165 5.............1..................................................................4 What information is contained on the Disqualified Responses page? .1......................................................3 What is a WinZip (or zip) file? ..........................................1........................... Help for Sourcing Suppliers..............1........ 178 6. 176 5.........2.......................1...................6 How do I submit a response online? ......... 170 5...............1..... 179 6...............................................................................1..................................................... 150 5................2. 153 5...............................15 How do I respond to a negotiation that has gone to an additional round of responding?........... 164 5...... 178 6....2........................7 How do I view the attachments associated with the negotiation to which I am responding? ...........16 Why would a negotiation have special terms and conditions? ...1........... 177 5...................................................... 150 5............................ 167 5....2.. 174 5........... 151 5...................12 What is power bid?........ 167 5..........1......................................................................3 How do I respond to a negotiation? ...........1 How do I access negotiations? ..............................1...............1.19 How do I respond to a service-related line?........2.................................... 168 5...............................17 How do I respond to an amendment to a sourcing document? .....1 How do I monitor negotiations to which I've responded? ....................................1........................1 Responding to Negotiations..........7 How do buyers and suppliers communicate while a negotiation is in progress? ..............................................................11 How do I respond to a deliverable defined to a negotiation?.......................13 How do I download a spreadsheet and respond offline?..........1.1 Additional Topics .............................................................. 163 5...2.....3.................8 How do I turn off proxy bidding? ............1....... 149 5...... 166 5.......1.....18 How do I respond to a deliverable defined to a negotiation?......... 173 5...4 How do I view the details of a negotiation before placing a response? ...2 How do I use Quick Links?.......1 What are the benefits of registering and participating in this system? ......................2.............................................6 What information is contained on the Rejected Items page?.................... 163 5...........1............................ 148 4........... 152 5............... 150 5..... 161 5.........................9 What is AutoRefresh? .........1...............................9 How do I print information on my negotiation? .......2.................2.........5 How do I respond to a Request for Information (RFI)?........ Additional Information..5 What information is contained on the Awarded Items page? ...................................................3 How do I track the status of my responses?........................14 How do I rebid on an RFQ or auction? ..................2 How do I use Quick Links?............................8 How do I use item attributes and price elements when responding to a negotiation? ......... 177 6...................1.........................................................

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

To create templates and reusable lists to simplify negotiation creation. To create an RFI. Page 9/209 . see Getting Started for the Sourcing Super User.Oracle Sourcing Help 1. date format.1 New to Sourcing? 1. click the Preferences link at the top of the page. Click the Intelligence tab on the Sourcing Home page. To monitor the negotiations in which you are participating. This system also provides graphical summary and detail reports (See Appendix 7.1. Getting Started 1. Getting Started for Buyers As a Sourcing Buyer you have access to a wide range functionality with Oracle Sourcing. 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.1 What can I do with Oracle Sourcing? If you are a Sourcing Buyer. You can create a request for information (RFIs). To manage draft negotiations on which you and others may be working. click "Edit" under the Drafts Quick Links section. You can enter many different personal options such as your language. and password. click the appropriate link(s) in the Quick Links section of the Negotiations Home page.1 “What are the Sourcing Intelligence reports I can generate”) for many transaction types. among others. If your system is integrated with Oracle Purchasing. click the appropriate create link from the Quick Links section of the Negotiations Home page. 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. and Buyer's Auction.1 “How do I update my Sourcing personal options”). request for quotations (RFQs). If you are a Sourcing Supplier. see Getting Started for Buyers. see Getting Started for Suppliers. buyer's auction (See Section 2. check the Negotiations at a Glance section. RFQ. You can monitor your negotiations in real time and communicate with participants using online discussions.1 “Creating Negotiations”). If you are responsible for administering the Sourcing system.

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

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

6 “How do I copy a sourcing document”) Multiple Currency support (See Section 2. Buyers can use the information obtained to subsequently conduct an RFQ or buyer's auction.1. Common Functionality All sourcing document types have the following common functionality to simplify the negotiation creation process: Reusable Attribute Lists (See Appendix 7.2.4 “How do I create and edit a reusable invitation list”) Sourcing Template (See Section 2.1. Prices are established based on actual supply and demand at the time the negotiation is transacted. and buyer's auctions.2. and item-specific attributes. and then use that information to create negotiations that drive prices based not only on price.7 “Can I accept responses in multiple currencies”) Multiple Language support Notes and Attachments (See Chapter 6.1 What is Oracle Sourcing? Oracle Sourcing offers flexible negotiation capabilities to buyers and sellers. The four different types of sourcing documents available .Oracle Sourcing Help 1.1 “How do I create an attribute list?”) Reusable Invitation Lists (See Section 2. Buyers and sellers.1. who might never meet face-to-face.1 Frequently Asked Questions: Oracle Sourcing 1. quantity. “How do I create and edit negotiation templates?”) and Copy features (See Section 2. can bypass intermediaries and establish relationships that might not have been possible using more traditional methods of buying and selling.4.requests for quotations (RFQs).1.2.1.1. requests for information (RFIs).2 “Glossary”) Terms and Conditions enforcement (See Section 5. Buyers use real-time interaction to obtain information on suppliers' products and services.2. Page 12/209 .1.2 Getting Started with Oracle Sourcing 1.3.2.16 “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. but on lead times. enabling them to efficiently obtain the best possible prices for goods and services.

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

Many different items can be included in an auction. At the conclusion of the RFI cycle. Page 15/209 . RFIs identify important item criteria on which the buyer needs information. The supplier responds by answering the buyer's questions. RFQs can be blind (buyer can see the quotes during the RFQ. Auctions Auctions enable buyers to solicit bids for goods and services that are clearly defined. Requests for Information (RFIs) RFI's are used to qualify suppliers and their goods and services for subsequent procurement activities. Once suppliers have submitted an initial round of proposals (quotes). Therefore.2 What are the differences between the available negotiation types? The four types of negotiations are Requests for Information (RFIs)'. The RFQ process is generally the longest of the negotiation processes. Once the auction is completed. Buyers can discover new suppliers or buyers and get competitive pricing or improved service. such as made-to-order manufacturing or construction projects.2. request for quotes (RFQs). so suppliers can never see each other's quotes while the negotiation is in progress. suppliers can view all bids submitted while the auction is open. This information generates competition and encourages suppliers to submit their best possible price. the information contained in the RFI can be copied into an RFQ or buyer's auction. If permitted by the buyer. Requests for quotes (RFQs) RFQs enable buyers to collect quotes from suppliers for complex and hardto-define items or services. suppliers are immediately notified of the auction results via online notifications. whether multiple rounds of bidding are possible. The buyer uses supplier responses to identify the group of suppliers who should be included in the subsequent negotiation. and auctions. such as office furniture and memory chips. and whether partial bids are allowed. the buyer has the power to fine-tune the RFQ and initiate detailed negotiations.Oracle Sourcing Help 1.1. as necessary. Buyers can tailor each auction to control who can see bids during the auction. RFIs typically do not make reference to item price or quantity. See the table below to help you determine which type of negotiation to create. RFIs can be (and typically are) taken to multiple rounds until the buyer has enough information to identify supplier(s) with which to deal. This process may go through multiple rounds of negotiations and quotes. but suppliers cannot) or sealed (neither buyer nor suppliers can see the quotes until the RFQ is closed and the quotes are unsealed). RFIs are used more for gathering information on goods and service provided by a supplier than to lock in particular price information.

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

Decrement/Increment (See Section 2. Page 17/209 .8) 5.4. Convert to negotiation document (See Section 2.8) Extend/Early Close (See AutoExtend (See Section Section 2.1.3 What time saving functions are available to me when creating negotiations? There are many ways you can streamline the creation of sourcing documents: Copying an existing document You can copy documents that you. item information.3. Bids buyer.1.15) Buyers can manually extend an RFI or close an RFI earlier than the scheduled close date. The details of the document such as the controls.1.1.1.15) scheduled close Minimum Bid date.1.4.11) Price Breaks (See Section Price Breaks (See Section 2.4.1.8) Price Elements (See Manual Section 5. and invitation list are copied into a new document which you can edit if necessary. Manual Extend/Early Close (See Sections 2. Multiple Quotes The RFQ business process allows suppliers to submit a single quote per round. Multiple If allowed by bidders may multiple bids.11) 2.1.3.1. or any other users in your organization.10) Bidding (See Power Bidding (See Section 5.1.11) an RFQ or close an RFQ earlier Early Close (See Section than the 2.7) 2.8) Section 5. submit Other Proxy Bidding (See Attribute Based Section 5.8) RFIs use item attributes to solicit item information from suppliers. terms and conditions.11) Buyers can Manual Extend (See manually extend Section 2.1.Oracle Sourcing Help Attribute Based Bidding (See Section 5.2) Information obtained during the RFI can be used to create a new negotiation document.1.7) 1.10) Price Elements Attribute Based Bidding (See Section (See Section 5.4.1. have previously created.2.11/2.4.1.4.

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

or display only.2. 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.1. but also to other features salient to each item.1. that allow bidders/suppliers not only to respond to the price. optional. 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. in essence "answering" the buyer's question. ensuring that only one user can work on a draft at any time.7 I just saved a negotiation as a draft document. From this page. these attributes can be either required. From this page you can access and edit any of your draft negotiations. When creating an RFI. quantity. called item attributes.Oracle Sourcing Help 1.1. 1.5 Are reusable invitation lists and reusable attribute lists shared across all three negotiation types? Yes.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. these lists are shared across all document types and can be accessed by the buyer as required." Alternatively. 1.2. you can click "Manage Draft Negotiations" to access the Manage Draft Negotiations page. You are granted exclusive control until you release it. 1.8 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. The document is released when Page 19/209 . you can click "Continue editing your draft. 1. and delivery. you see the Confirmation page.2. Depending on the setting chosen during the negotiation creation.2. These attributes represent important aspects of the item for which the buyers need information from their suppliers. Suppliers reply to the item attribute.1.6 What is attribute based negotiation and how can I use it? Attribute based negotiations enable buyers to define multiple item-specific characteristics. How do I continue working on it? You can continue working on a document saved as a draft by After clicking Save Draft.1. buyers define attributes for negotiation items. Item attributes and their responses comprise the heart of the RFI process.

(Users with the appropriate function security. (The original creator can always unlock a draft.1.10 If I have saved a draft of a new Quoting/Bidding round.9 What is the minimum information I need to enter before I can save a draft negotiation? Enter the information required for Step 1 of the creation process. can unlock draft auctions/RFQ which were locked by other users. You submit it (the draft becomes a valid negotiation in the system).1. You delete it from the Manage Draft Negotiations page. making it available for award.2. such as the Sourcing Super User.2.) Another user removes the lock.) 1. The system automatically updates the status of the previous round to Closed.2. 1. 1. the system automatically updates the status of the previous round to Round Completed. The information from the previous round is enough to save a draft.2.1.1. However. Each has its own benefits: Page 20/209 .Oracle Sourcing Help You save it. can I award business to quotes/bids from the previous round? Once you save a new round of Quoting/Bidding. If you wish to create a draft for a new round. It is removed from the system. Negotiations with Round Completed are not available for awarding.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. You can save an negotiation as a draft as soon as you get to Step 2. The draft creator selects the draft and clicks Unlock on the Manage Draft Negotiations page. What are the differences? You can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing. you are not required to enter any information. Negotiations lines entered directly in Oracle Sourcing can include item numbers and item revisions if the item information was retrieved from the Item Master. 1.12 I know I can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing. you can delete the draft for the new round from the Manage Draft Negotiations page.

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

16 What is the difference between Price-Only and Multi-Attribute Weighted Scoring RFQs/auctions? In a price-only negotiation. the bidder/supplier must lower the Quote/Bid price for the item and/or submit responses to the weighted attributes that increase the total score for the item.1. the buyer can still award the negotiation to any supplier regardless of the Price to Total Score ratio values. you can invite these users Page 22/209 . In both price-only and Multi-Attribute Weighted Scoring negotiation. reflected in the Price to Total Score ratio. they are allowed to respond in only one currency per response.Oracle Sourcing Help 1. Though suppliers in a multi-currency negotiation can submit responses in several currencies.1.1.15 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 system will automatically convert the responses to the negotiation currency. The lowest ratio receives the highest rank. In other words. you can allow bids or quotes in currencies other than the negotiation currency. however. but it offers the lowest price per point of score. A buyer can view bids plotted on a Price to Total Score graph to assist in analysis of quotes/bids. The buyer can still award the item regardless of the ratio. The winning response is decided based on the buyer's definitions of the relative importance of item attributes. it offers the best value for the money. However.2. item attributes can be scored and weighted. To lower the ratio for an item included in a bid. the negotiation currency defaults to the functional currency defined for your operating unit. delivery dates and attributes of an item.2. 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.18 How do I invite non-registered supplier contacts to register with the system? If a supplier company has already been defined to your system (using Oracle Purchasing) and you know of any non-registered contacts at the supplier company whom you wish to invite to current or future negotiations. The lowest ratio among competing responses may not offer the lowest price. Whenever you view the responses you have received. suppliers can quote/bid on price. 1. quantity. the system ranks the supplier only on the basis of price. When you create a new negotiation.2.17 Can I accept multiple currencies in my negotiation? Yes.2.1. 1. 1. In a Multi-Attribute Weighted Scoring negotiation.

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

Select the applications to which the user will have access. 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. 1.20 What is the purpose of notifications? Who receives them and when? Notifications are used to communicate specific events to users. On the Register an External User page. Event Recipient Purpose To inform them that the negotiation is open for previewing or bidding To invite them to acknowledge intent.19 How can I invite suppliers to participate in my negotiation? You can invite suppliers to participate in your negotiation by selecting them from the Supplier Master or by applying predefined invitation lists. You receive a confirmation that the new user has been registered. From the Portal page. acknowledge intent. Invitations are automatically sent to each supplier. 3. click "Register a Supplier User. Click Register. can directly register and approve users.1." 2.2. and participate in the negotiation Preview or open Buyers date/time Preview or open All invited suppliers date/time Preview or open All invited date/time contacts additional To invite them to register.2. 1.Oracle Sourcing Help To register a user yourself: Anyone with the Sourcing Super User authorization.1. 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.

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

you can respond to negotiations created by your company's affiliates. If the negotiation is closed. they receive it at the original reminder time. you can download a spreadsheet which you can complete offline to specify your response information. Page 26/209 . If the buyer starts another round of negotiation before the reminder time. You cannot respond to any negotiation that your company owns.1. they do not receive reminders. If additional companies are added before the original reminder time. However. then invitees do not receive any reminder. 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.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. It is not mandatory to acknowledge your intent before submitting responses. canceled or deleted before the reminder time. if they are added after the original reminder time.24 What is the quickest way to respond to a negotiation that has many line items? If the negotiation you wish to respond to contains many line items. Otherwise. 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. Bulk loading is also useful if you respond in similar negotiations that occur repeatedly.1. Such acknowledgments are intended to enhance communication between buyers and suppliers and inform buyers of the potential participation.1. then invitees do not receive a reminder. 1. you can upload it to enter your responses into the system to. Once you have completed this spreadsheet. the reminder is not sent.23 Can I respond to a negotiation created by someone in my company? No.2.2.2. 1. however. these new invitees receive reminders at the original time.

and then click "Negotiations Configuration. As the system administrator. for example.2. For a Note field. On the Award Summary page. you can enter a maximum of 2000 characters.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. Any user assigned the appropriate job function can add suppliers to an RFQ or auction any time before the close date and time. click the response number link to view the information on that response including the corresponding purchase order created for that response.1.2. In Oracle Sourcing.2.25 Can I invite additional suppliers to an RFQ or auction I've already created? Yes. 1.2. you can enter a maximum of 240 characters.27 Can the system administrator require buyers to use a certain rank indicator? Yes. This displays all purchase orders for a particular negotiation.Oracle Sourcing Help 1.1. Click the Administration tab. You can search for the purchase orders in Oracle Purchasing by entering the negotiation data. which includes the purchase order numbers along with other information. On the Negotiations Summary page. the negotiation number. access the negotiation whose associated purchase orders you wish to see by entering the negotiation number into the Search Negotiations fields.26 How many characters can be entered into the Item Description and the Note fields? For an Item Description field. You can also search Oracle Purchasing by entering the original requisition information. You can check your Notifications for the Purchase Order Creation Notification. 1. Page 27/209 .1." Select the indicator and specify whether users can override your selection. 1. select Award Summary from the Action menu and click Go. you can require a particular indicator be used for all negotiations.1.

Buyers analyze the quotes and either award the RFQs or modify the RFQs and open them for another round of quoting.2. Reusable invitation lists (See Section 2.3. Price elements (See Section 2. RFQ monitoring (See Section 2.Suppliers view the RFQ details and submit their quotes online.2. RFQs typically consist of multiple rounds with competition focused on whether supplier(s) can meet the specific requirements. Suppliers cannot view competing quotes while the negotiation is in progress.1. RFQ Capabilities RFQ templates (See Section 2. Once the RFQ is completed. RFQs supports both blind and sealed RFQs.4.1. RFQ is typically used for complex items or services such as made-to-order manufacturing items or construction projects. RFQ modification or awarding (See Section 2.2. The RFQ process usually lasts days or weeks through multiple rounds of negotiations. buyers can review quotes and award the RFQ or submit a modified RFQ for another round of quoting. 2. Buyers initiate RFQs that may include multiple line items by publishing the RFQ and inviting suppliers.Buyers can monitor real-time quote activity and take appropriate action. 4. Quote preparation and submission (See Section 5.1.1. RFQ creation (See Section 2. Reusable attribute lists (See Appendix 7.3 “How do I create and edit negotiation templates”).2.4 “How do I award business in an RFQ or auction”).1. Once suppliers have submitted an initial round of quotes.1.Oracle Sourcing Help 1.2 “How do I monitor the negotiations I have created”).5. 3. Page 28/209 .2 Getting Started with RFQs RFQs support the full business process to solicit quotes from suppliers.1 “How do I create an attribute list”). RFQs enable buyers to collect quotes from suppliers for complex and hard-to-define items or services.4 “How do I create and edit a reusable invitation list”). Steps in the RFQ process include: 1.3 “How do I respond to a negotiation”). suppliers are immediately notified of the results via online notifications. The suppliers' responses to the RFQ allow the buyer to compare quotes and negotiate the best price and specifications for the good or service.5 “How do I use price elements”).1 “How do I create a new negotiation”).

7 “What are reusable price elements and how do I create them”).1.4. Online or offline awarding capability (spreadsheet awarding). Integration with Oracle Purchasing (See Section 2.Oracle Sourcing Help Price breaks (See Section 2.4. Monitoring quote activity in real-time (See Section 2.16 “How do I cancel a negotiation”)and Disqualifying quotes (2.2 “Glossary”). Multiple RFQ styles: blind or sealed (See Section 6. Canceling RFQs (See Section 2.6 “Why are some RFQs and auctions associated with a sourcing event”).1.2 “How do I monitor the negotiations I have created”). (5.14 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”). Terms and Conditions enforcement (See Section 5.8 “How do I use item attributes and price elements when responding to a negotiation”). (See Section 2.4 “How do I award business in an RFQ or auction”).5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Purchase order generation Attribute based quoting (See Section 5.1.2 “Glossary”). Sourcing Events (See Appendix 7. RFQ.5. Multi-round quoting (See Section 2. Quote comparison (See Section 2. Graphic RFQ monitor (See Appendix 7. Manual extend (See Section 2.6 “How do I submit a response online”) and offline (spreadsheet quoting). Real-time status updates Notes and attachments (See Section 6. and how do I use them”). Capture Total Cost (See Appendix 7.1.1.7 “What are price breaks.16 “Why would a negotiation have special terms and conditions”) Quoting online (See Section 5.5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”).5.14 “How do I initiate a new round of responding”). Page 29/209 .4. or auction”).13 “How do I download a spreadsheet and respond offline”).9 “How do I disqualify responses I receive for an RFI.4.3.1.4.11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2.4.15 “How do I close a negotiation before its scheduled close date and time”).

3 Frequently Asked Questions: RFQs 1. It is the RFQ buyer's reference and review currency. An RFQ buyer can setup an RFQ to accept quotes in multiple currencies by selecting the RFQ currency and then identifying any Quote currencies in which quotes will be accepted. you can submit multiple quotes within the same round. you can upload items using a spreadsheet.2 Can I submit multiple quotes per round? If allowed by the quote controls. Quotes are converted to the RFQ currency for quote review.2. ensuring the integrity of the submitted RFQ items. This allows you to create your multi-line RFQ quickly.3. 1. 1.4 What are the Quote Currency and the RFQ Currency? RFQ Currency The RFQ currency is the functional currency for the set of books of the organization under which the RFQ was created.2.2. 1. 1.Oracle Sourcing Help 1.2.3 Can I cancel or retract my quote? No.3. You can contact the buyer who created the RFQ and ask to have your quote disqualified.2. Suppliers can choose the Quote currency in which they will place their quotes. Quote Currencies Additional currencies in which quotes will be accepted. Page 30/209 .2.3.5 What is the most efficient way to create an RFQ with several line items? You can use the spreadsheet functionality to create an RFQ with several items. but quote disqualification is at the discretion of the buyer.3.3. You can prepare your list of RFQ items offline and upload the completed spreadsheet. The Unseal Date is the date when the buyer unseals the unlocked RFQ allowing the suppliers to view the quotes as well. In a Multi-Attribute Weighted Scoring RFQ. but you must enter the weights and scores for an item's scored attributes online. The system validates the data.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.

An automatic invitation will be sent to each invited supplier. 1.9 Is an RFQ always blind or sealed and why? An RFQ is always either blind or sealed. See How do I invite suppliers to my RFQ or auction? for details on identifying contacts.3. During the upload.2.3.11 Can I invite additional suppliers to subsequent rounds of an RFQ? Yes. When Promise Date is an optional response. completing multiple item attributes. In an RFQ whose outcome is a blanket purchase agreement. 1. 1.2.8 What is the Promise Date. Suppliers complete the quoting process by uploading the spread sheet back to the system. 1.3. you can invite additional suppliers by using the same process employed during the initial RFQ creation. the Promise Date is optional. you can enter a Promise Date to differentiate your response from other competing responses. Once the supplier has provided you the email address.6 What is the most efficient way to quote on many line items in an RFQ? If an RFQ consists of many line items. 1.2.2. You can invite suppliers by selecting them from the supplier master list. When creating additional rounds for an RFQ.Oracle Sourcing Help 1. 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.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. the Promise Date is required only if the RFQ uses multi-attribute weighted scoring and Promise Date is one of the scored attributes. spreadsheet items are validated to ensure the integrity of the submitted quote. Page 31/209 . and why would I enter one? In an RFQ whose outcome is a standard purchase order. Downloading the RFQ contents allows suppliers to quickly respond. This is one of the feature of RFQs and mirrors the general off-line behavior of this negotiation model. In all other cases.2.2.3.7 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. you can enter the address in the Additional Contact Email field during negotiation creation. Promise Date is an required field.3.3.

you can manually close your RFQ earlier than the original close date/time. Once the buyer has unlocked and unsealed the quotes.2. you cannot see either the name of the respondent or the details of the bid until you unlock the RFQ. On the Negotiations Summary page. select Close Early from the Action menu to close the RFQ.3. none of the details are available for viewing by any suppliers.2. however. 1. 1.3. 3. you can use the Graphical Monitor to view quotes.13 Why can't I see the graphical monitor in a sealed RFQ? While an RFQ is sealed. 2. Select Start New Round from the Action Menu.2. 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 .12 In a sealed RFQ.3.2.15 How do I start another round of quoting in an RFQ? Once an RFQ has been closed. Use the negotiation number in the Search Negotiations fields on the Negotiations Home page to access the negotiation. 1. you can see how many quotes are being placed.Oracle Sourcing Help 1. 1. you can start another round of quoting. can I see who is bidding? In a sealed RFQ.14 Can I close my RFQ earlier than the original close time? If you select the Early Close option when specifying quote controls. On the Start New Round page.3.

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

Price elements (See Section 2.1.4 “How do I award business in an RFQ or auction”). Price breaks (See Section 2. bidders can view competitive bids during the auction. Auction features include: Auction templates (See Section 2.5 “How do I use price elements”).7 “What are price breaks.1. Power bidding (See Section 5.1. and how do I use them”).8 “How do I use item attributes and price elements when responding to a negotiation”). Monitoring the bid responses (See Section 2.3.2.The buyer and all other participants can monitor the real-time activity during the auction and take action as necessary.Oracle Sourcing Help auction items and submitting bids online.3 “How do I create and edit negotiation templates”).2.11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2.6 “Why are some RFQs and auctions associated with a sourcing event”).4.1. blind or sealed (See Section 6.1. Autoextend feature (See Section 2. Minimum Bid Decrement/Increment (See Section 2. Reusable invitation lists (See Section 2. Manual extend (See Section 2. If permitted by the auction rules. Sourcing Events (See Appendix 7.2.1.4.1.11 “What are response controls”).2 “How do I monitor the negotiations I have created”).4 “How do I create and edit a reusable invitation list”). Attribute based bidding (See Section 5. bidders are immediately notified of the auction results via online notifications. The buyer analyzes the bids and awards the auction based on the price.1. 3.7 “What are reusable price elements and how do I create them”). bid attribute value(s).1.15 “How do I close a negotiation before its scheduled close date and time”).11 “What are response controls”). Page 34/209 . Reusable attribute lists (See Appendix 7. 4. Evaluating and awarding bids (See Section 2.5.10 “What is proxy bidding and how does it work”).3.2 “Glossary”).1. bid quantity. Multiple Auction styles: open. Proxy bidding (See Section 5. Capture Total Cost (See Appendix 7.1 “How do I create an attribute list”).1.4.12 “What is power bid”). Once the auction is completed.

4.1.4.2 “How do I monitor the negotiations I have created”). Graphic Auction Monitor (See Appendix 7. Page 35/209 .1. Online or offline awarding capability (spreadsheet awarding).2 “Glossary”). Purchase order generation Real-time status updates Bidding online (See Section 5.4.5 “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).5. (5.5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Notes and attachments (See Section 6. Monitoring bid activity (See Section 2. Bid comparison (See Section 2.4 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”). (See Section 2. Integration with Oracle Purchasing (See Section 2. RFQ.9 “How do I disqualify responses I receive for an RFI.Oracle Sourcing Help Canceling auctions (See Section 2.4 “How do I award business in an RFQ or auction”).1.1.5.13 “How do I download a spreadsheet and respond offline”).16 “How do I cancel a negotiation”) and Disqualifying bid (2. or auction”).

2. Everyone can see the bid content once the auction is unsealed.5 Frequently Asked Questions: Auctions 1.1.Oracle Sourcing Help 1. 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.2 What is the difference between Quote/Bid start price and target price? When creating a new RFQ or auction. Page 36/209 .5. 1. 1.4 What is the target price used for? The target price is mainly used for internal performance analysis for the buyer. The target price is the price you hope to pay for one unit of an item. The auction to which they are responding is not owned by their company 2. Buyers are not required to designate a target price for every item. The buyer can also choose to display the target price to the bidders for reference.2. 1. The bid controls for this auction allow multiple bids per round . provided that: 1. links. Note: Two people from the same cannot quote in the same RFQ. and 3.5.3 Why isn't there a target price for every item? Target price is an optional value.5 Can someone in my company award an auction that I create? If granted the appropriate authorization.2. 1. All registered users in a company can bid on the same auction.5. You can elect to display the target price to participants.5.5. buttons.2. but only the buyer can see the identity of the bidder.2.4 “Why can't I access some pages. or task bar options”).2. someone else at your company can award an auction created by you. They have the appropriate function security (See Section 6.6 Can two people from the same company bid on the same auction? Yes.5. The buyer can see the bids once the auction is unlocked. 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.1 What are the different auction styles? The buyer can choose from three types of auctions: Open: everyone can see the bid content. 1. you can optionally set a bid start price (quote start price for an RFQ) and target price for every item in the RFQ or auction.2.

8 If my RFQ/auction is open to all suppliers. After you initiate a new round of responding. can they view each other's bid details? Depending on the auction style. When you invite a supplier (See Section 2. 1.2. However.9 How do I initiate a new round of quoting or bidding? After your RFI.5. you are not required to send invitations to any suppliers. 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. that supplier receives an e-mail notification about your RFQ/auction.5. and your RFQ/auction appears in that supplier's "Open Invitations" list of invitations.5.2.7 When two respondents from the same company place bids. or auction has closed. RFQ. why would I invite suppliers to participate? For a public RFQ/auction. 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). Page 37/209 .1.2.13 “How do I invite suppliers to participate in my negotiation”) to participate.Oracle Sourcing Help 1. you might want to send invitations to increase specific suppliers' awareness of your RFQ/auction and encourage participation. none of the previous responses submitted are available for awarding.1.

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

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

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. 6. they are automatically added to the invitation list for the new round. or auction closes. If there are no approvers defined for this document. Click Controls to modify negotiation control information. Note that you have to specify a new closing date. Click Review. If there are approvers defined for this document. Additionally. 1.2. o Possible Date Modifications *Open Date Date and time you want the new round of responding to begin. any uninvited suppliers who responded in the previous round are also automatically added to the invitation list for the new round. 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. Click Suppliers to modify your invitation list. Review your updated negotiation information. You can also choose to open the negotiation immediately. Preview Date For RFIs. you can enter the date and time (prior to the open date and time) the negotiation is available for previewing by all eligible participants. *Close Date The new date and time the RFI. click Publish. RFQs or auctions opening in the future. Page 40/209 . 7. You can also add new suppliers.Oracle Sourcing Help 5. You can remove any supplier from the invitation list for the new round. o Response Controls Modify other Response Controls as necessary.5. You can also choose to open the negotiation for preview immediately. RFQ. click Submit for Approval. o Possible Invitation List Changes If you invited suppliers in the previous round.

5.11 Can a bidder retract a bid? If a bidder has submitted. is up to the discretion of the buyer. 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. the bidder can only view the resulting Price to Total Score for a bid. You can also define the total number of auto extensions and the extension period. once one user at a company responds. Bidders cannot respond to display only attributes so there is no value for comparison.2. You can also specify if the autoextend is for the entire auction or particular line items.16 What is a Single Best Bid? A Single Best Bid is a response to an auction that allows only one bid per company. 1. When the bid control "No . Bidder B receives the higher rank because the proxy bid was created by the system after Bidder B's bid.2. When the buyer hides scores/weights. however. 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.2. the bidder can contact the buyer and ask to have the bid disqualified. Bid disqualification.2.2.2.5. You can specify whether the auction is extended from the original close time or from the time when the winning bid has been received.15 How do two bids with the same score get ranked if the prices are the same? The earliest bid gets a higher rank. if Bidder B bids triggering a proxy bid for Bidder A and the resulting bid results in the same Price to Total Score ration.Oracle Sourcing Help 1. 1. that is.5. best bid" is selected for a multi-round auction.5. 1. no other user at the same company can bid. 1.5. Manual Extend allows you to manually extend your auction close date/time before the auction closes.A bidder must submit a single.5. The response is at the company level.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. For example.13 Why are display-only attributes not visible in the Bid Compare page? Display only attributes are used to convey information to bidders.

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

since proxy bids are generated based only on the price of the competing bid. Supplier B then places another bid of USD 92.5. Supplier B's bid is the winning bid even though the bid price is higher. This bid (94/100) is better than Supplier A's bid (95/90). Supplier A's proxy is not triggered.00. For example. Supplier B then bids USD 94.00) has not yet been reached.Oracle Sourcing Help 1. but since Supplier B's bid price is still higher than Supplier A's bid price.5. a proxy bid decrement of USD10.00. Therefore.00. Supplier A's proxy is triggered to place a new bid of USD 84. Now Supplier B's bid (92/100) is better than Supplier A's bid (84/90).00. However. Supplier A's proxy will only be triggered again if there is a bid with a price lower then USD 84. a bid can be beaten based on the Price to Total Score ratio without triggering a new proxy bid. Supplier A places a bid of USD 95. Since Supplier B's bid price is less than Supplier A's bid price. Page 43/209 .2. This bid (84/90) is now the winning bid.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. Supplier identities are never revealed to other bidders.00 with a score of 100 for the same item. You may need to cancel the proxy bidding process to redefine attribute information to improve your price to total score ration. 1. you may need to closely monitor Multi-Attribute Weighted Scoring auctions which also use proxy bidding. And since Supplier A's proxy minimum (75. he cannot modify any attribute responses to try to improve his score. To avoid these situations. not just the bid price.19 Can a bidder see the names of the other bidders? Bidders cannot see other bidders' identities.00 with a score of 90 for the item.00 and a proxy minimum of USD 75.2.

1. At the conclusion of the RFI cycle. you can save time by copying an existing RFI/RFQ/Auction. o If you have previously created an RFI.6 “What information must I provide to create my negotiation header”).1 Creating Negotiations 2. RFIs are used more for gathering information on goods and service provided by a supplier than to lock in particular price information. This allows you to return to the creation process at a later time or have multiple people working on the same negotiation.1. one unique feature of an RFI is that buyers can choose to define negotiation line items without price and quantity and specify lists of criteria to which suppliers must respond.1.1. 2.1. or auction.1.1. Help for Sourcing Buyers 2.1.1. the information contained in the RFI can be copied into an RFQ or buyer's auction. RFIs can be taken to multiple rounds until the buyer has enough information to identify supplier(s) with which to deal. and buyer's auctions).1. and Buyer's Auctions 2.1 How do I create a new negotiation? Use the instructions on this page to create Sourcing negotiations (RFIs. Therefore. RFQs.Oracle Sourcing Help 2. Define Your Response Controls (See Section 2. RFQs.1 Creating RFIs.1. You can also create new negotiations quickly by applying a negotiation template. RFQ.1.1. You can create a negotiation and save it as a draft before submitting it.9 “How do I add lines to a negotiation”). Enter Negotiation Lines (See Section 2.11 “What are response controls”) Enter Your Terms and Conditions (If Oracle Procurement Contracts is bought and licensed) (See Section 2.2 How do I create a new Request for Information (RFI)? RFI's are used to qualify suppliers and their goods and services for subsequent procurement activities.1.4. Page 44/209 . and how do I use them in my negotiation”) Invite Your Suppliers (See Section 2.13 “How do I invite suppliers to participate in my negotiation”). There are four main steps to creating a new negotiation: o o o o Create Your Negotiation Header (See section 2.7 “What are contract terms and conditions.

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

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

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. When using AutoCreate. you can use requisition information in Oracle Purchasing to create a draft sourcing document that you can then access and edit.1.4 How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents? If your Oracle Sourcing system is integrated with Oracle Purchasing. you can search for requisitions according to different attributes such as item or category and include them in a single document. one-step access to your most commonly performed Oracle Sourcing tasks. Simply clicking the link takes you to the page where you initiate the operation. 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 2.1.1. The AutoCreated document is assigned a document number. The backing requisition information is carried over from Oracle Purchasing and used throughout the creation process.3 How do I use Quick Links? The Quick Links section of the Negotiations Home page provides easy.1. You can use this number to access the document in Oracle Sourcing and to Page 47/209 . AutoCreate uses the requisition information to create a Buyer's Auction or Sourcing RFQ. The links are organized by task and negotiation type so you can find the link for the task you wish to perform.Oracle Sourcing Help 2. Once you have identified the requisitions in which you are interested. The table below shows some of the operations available Sourcing Buyers and Sourcing Suppliers by using Quick Links.

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

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

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

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

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

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

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

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

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

" To add lines online: 1. that response currency is available to that supplier alone. Select a price precision for the response currency. you must identify the goods or services you want to purchase or for which you want quotes. Continue creating your negotiation. 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.Oracle Sourcing Help o If you accept the default. Line ranking is not performed in RFIs. If you select a specific response currency for a supplier. click "Lines. Multiple users in a supplier's organization can submit several initial bids. 3. if a user submits a rebid. You can enter lines online or bulk load lines from a spreadsheet. *Indicates a required field : Page 57/209 . to a multi-currency negotiation. However. From the navigation bar in the top left corner. the follow-up bid must be in the same currency as the initial response. The new price precision applies only to the suppliers to whom you assign it. select Multi-Attribute Scoring as the Ranking type. each in a different currency.1. 4.9 How do I add lines to a negotiation? When you create a new negotiation. and how the line will be added and click Go. On the Lines: Create Line page. 2. Your other option is to load the line information using spreadsheet upload. If the response currency you select for a supplier is not on your currency list. Any. accept the default value of Online from the Add Line drop down menu. select how the line will be ranked. how the ranking will be displayed. No other suppliers may respond in that currency unless you also associate that response currency with them." enter an exchange rate for the response currency you selected in the previous step. 2. o o o 2.1. Click Go. To add a line using the online system. If you wish to score and weight your lines. the supplier can only submit a response in either that currency or the negotiation currency. On the Create: Lines page. If you selected User Specified Rate in "Step 2: Defining Business Terms and Conditions. 3. provide the following information. The spreadsheet is useful if you are adding a large number of lines. or edit a draft negotiation.

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

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

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

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

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

and then click Go. Continue defining the remainder of the negotiation. If you need to specify price breaks. rate-based line: 1. add notes or attachments to the supplier. Enter values in your price fields if necessary. 3. For temporary labor line types. or click Load from Spreadsheet to upload a previously completed spreadsheet file containing all the line information On the Lines: Create Line page. Page 63/209 . and click Go. fixed-price line: 1.10 How do I define services related lines? Services related line types allow you to negotiate on labor contracts. From the Add Line menu on the Create Lines page. Also. Create attributes as needed to solicit additional information for this line. rate-based line type. 6. 7. Finally. You can include services-related lines with regular amount-based and goods-based lines. and specify the differential associated with this price type. vacation). make sure you select a temporary labor. Specify how price differentials are to be used within the negotiation (for example. The Description. 3. 9. 10. 5. Job Details. 4.1. 6. General services fixed-price lines use a negotiation outcome of standard purchase order. Enter your price breaks including Price Differentials. 11. Unit of Measure and Category will default according to the Job you select. make sure you select a temporary labor. and Category will default according to the Job you select. Search and select a job from the Job menu. On the Lines: Create Line page.Oracle Sourcing Help 2. Follow steps 1 and 2 above. 8. Search and select a Job from the Job menu. 2. Continue defining the remainder of the negotiation. 5. The Description. Finally. To define a temporary labor. make sure you select the Global Agreement checkbox. Job Details. select Online to continuing entering your line description online. if appropriate. fixed-rate line type. 2. Create attributes as needed to solicit any additional information for this line. ensure that you choose Blanket Purchase Agreement as the negotiation outcome for temporary labor line types. click Select Price Break Settings and ensure it is not set to None. 4.1. is a response to the price differential required) Select the price type (for example. add any notes or attachments to the supplier. To define a temporary labor.

Preview Date Use the pop-up calendar to specify a date/time after which the negotiation information can be accessed by potential suppliers. the negotiation can be closed prior to the defined close date. They can view the negotiation's details but cannot place responses.1. Finally. *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. 4.1. and then click Go. When you extend a negotiation you specify the new close date. RFQ. and added line(s). click the "Controls" link to access the Create Controls page for that negotiation. You can edit the value to change the time if needed. If you allow the control manual extend. or Buyer's Auction. You must have created your negotiation header before you can create negotiation controls. add notes or attachments to the supplier. no further responses may be accepted. *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 close/close early. fixed-price line type. After you have entered the negotiation header. 2. the time limit for the negotiation can be extended past the original close date.Oracle Sourcing Help To define a general services fixed-price line 1. 5. open and closing times and many other variables. the default time value the system uses is the time when you entered a value in the field. 6. responding frequency. 2. participants. Provide the line with a description and select a Category value. 3. Create attributes as needed to solicit additional information for this line. you set response controls to determine the negotiation length. Complete the following fields as appropriate for the negotiation type. Follow steps 1 and 2 above. Page 64/209 . Continue defining your negotiation . Note that for fields where you enter a date and time. If the sourcing document you are working on was AutoCreated using requisitions in Oracle Purchasing. Once closed.11 What are response controls? When you create a new RFI. On the Lines: Create Line page.

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

you can specify that they must submit rebids that are better than their current bid price by a specific minimum amount. if you enable an AutoExtend of 30 minutes. but will be applied to the supplier's current bid price. the decrement percentage will be calculated based on a supplier's original bid price. Use numbers. If you specify your bid decrement amount as a percentage. You can enter either a straight amount or a percentage by which bids must improve. for example. Allow manual extend when the negotiation is open You can choose to allow a negotiation to be extended. rebids must decrease by a minimum amount." Note: A bid decrement amount will always be applied to a supplier's current bid price. For example. the negotiation cannot be closed until the close date and time specified above. bid decrement = 20% Bidder B's original bid = $1.000 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. Allow AutoExtend based on the settings below You can have your auction automatically extended if a new winning bid is received during the final minutes of your auction. For example: Auction #1234. "10. with AutoExtend set to start at the current scheduled auction close time. Otherwise.Oracle Sourcing Help If you have allowed suppliers to submit multiple bids. bid decrement = $100 Bidder A's original bid = $1. you enter a new close date and time. and a new winning bid is received in the final Page 66/209 . That is.000 Bidder B's second bid = $800 Bidder B's third bid = $600 Bidder B would not be allowed to submit a fourth bid of $480 (this is less than the minimum bid decrement of 20%) Allow manual close before the Close Date You can choose to allow the negotiation to be closed before the close date. When a negotiation is extended.

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

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

you can choose to also send certain bidders notifications of a particular auction to encourage their participation. and any response controls. Different sites for the same supplier can each submit a response. If you do. Click Add Invitation List to apply a predefined list of suppliers. You can use the same list for all negotiations. Search for and select the Invitation List you want to apply. From the search results. line(s). Even though the auction is already open to them. To invite specific suppliers see Inviting Suppliers below. 3. select the specific site you wish to invite to the negotiation. select the suppliers you wish to invite and click Invite. If there are multiple supplier sites (Supplier Site is another term for Address Name). auctions are open to all bidders by default. However. You return to the previous page. you can apply a predefined invitation list that identifies these bidders. Bidders will see your auction when they search using the Active Auctions page. You can restrict your auction to bidders you specifically invite by selecting the appropriate control on the negotiation Controls page. Page 69/209 . you can choose to open your RFQ to all suppliers. 2. Participation in Auctions Unless you specified differently on the negotiation Controls page. Select how you wish to search for suppliers: o o Click the Add Supplier to search for and add suppliers to your invitation list. you do not have to explicitly invite any suppliers. you can create a participants list on the Create Negotiation: Suppliers page: 1. Inviting suppliers After entering your negotiations description.Oracle Sourcing Help 2.1. or if you frequently invite a certain group of bidders. To invite specific suppliers see Inviting Suppliers below.13 How do I invite suppliers to participate in my negotiation? Participation in RFQs Participation in RFQs is by invitation only by default. business terms and conditions.1. and you must invite at least one supplier. You can select the bidders you wish to notify from a list of suppliers.

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

3. the buyer can score attribute values to indicate the relative preferability of different responses. You can add to. or auction) to create a new document of the same type. but also to other features and performance characteristics of each line. Approvers will receive notification that they need to approve the amendment. To use a sourcing document template: 1. no new responses can be received on the previous negotiation.Oracle Sourcing Help 7. Search for and select the template you want to apply. Line attributes can then also be weighted to indicate the relative importance of a single attribute among the other weighted attributes. 2. you can submit the amendment for approval by clicking Submit for Approval on the review page. You can review the new changes compared to the current active negotiation by clicking Review. Page 71/209 . and how do I use them? Line attributes enable a buyer to define multiple line-specific attributes. or delete any of the negotiation information provided by the template by proceeding through the steps of creating a negotiation. Spreadsheets and Lists 2. When creating a negotiation. allowing respondents not only to respond to the price.1.1. select the template and click Apply to create a new negotiation with this template. See How do I create and edit negotiation templates? for instructions on creating negotiation templates. Once you click Publish. click Apply Template.1. Click the appropriate link under the Create area of Quick Links on the Negotiations Home page.1 How do I use negotiation templates? You can use a document template of a specific type (RFI.2 Templates. 4. 2. On the results display. If you have approvers identified on the Collaboration Team on the Create Header page. the Submit button changes to Publish. You can save the amendment as a draft at anytime during the creation process if you click Save Draft. Once approved (or if approval is not required).2.2. quality. edit. and delivery. The buyer can define unique line attributes. Draft amendments are available on the Negotiations Home page if you click Drafts in the Manage Quick Links section. 2. RFQ. All suppliers will be required to acknowledge the amendment and resubmit their responses to be eligible for award. These attributes may either require a response or no require a response from the supplier. 8. On the Create: Header page.2 What are line attributes and attribute lists.

etc. Grouping allows the arrangement of data that is easier for both the supplier to respond to and for the buyer to analyze responses. and use the template). . When you create a new negotiation using a template. Your negotiation template contains the features that are similar among the negotiations you commonly create. edit. and use) and "public" templates (templates that all registered users in your company can view and use). you simply apply the template to the negotiation. You can create as many templates as necessary. you must be assigned the appropriate authorization by your system administrator.1.2. Note: In order to create "public" offer templates. 2. each type has its own template(s). RFQs. This allows you to organize attributes in relevant groups for analysis. complete the following fields (required fields are marked with an *asterisk): *Template Name Description *Access. Click the appropriate create link under the Templates area of Quick Links on the Negotiations Home page.3 How do I create and edit negotiation templates? If the majority of the negotiations you create contain the same features . On the Step 1: Describe Your Template page. click "Create New Template. and publish your negotiation. If you Page 72/209 . The reusable lists allow buyers to standardize the information they wish to include with specific lines during negotiation creation. Active templates can be used immediately to create new negotiations.or company-wide negotiation attribute lists for repeated use. Using a template saves time by streamlining the creation process. participation controls. all technical attributes can be placed one group while all non-technical attributes can be located in another. and buyer's auctions are different documents. 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.attributes. Attribute lists let a system administrator create system." 3.Oracle Sourcing Help Attributes are assigned to a predefined Attribute Group. 2. Your template status will default to Active. Creating a new negotiation template 1. edit. terms and conditions. especially if several buyers are collaborating on the analysis. On the Templates page. You can create both "private" templates (templates that only you can view.you may want to create a negotiation template that you can use each time you create a new negotiation. For example. add to and edit details of the negotiation (as necessary). Since RFIs.

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

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

and Price Breaks 2." Metal industry negotiation items can include "grade of metal" as an attribute. Line attributes define 1) unique specifications that you set for a negotiation line. and item B with two attributes/price elements.1 What are line attributes.1.1.3. and your spreadsheet upload includes two items. While the buyer could enter this information in the auction line description. and why would I add them to my negotiation lines? When you add a line to a new negotiation (RFI. Line attributes can call attention to industry-specific characteristics. In addition. the attribute/price element specified on the spreadsheet 2. Page 75/209 .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. a buyer can create an auction to buy a fleet of 12 vehicles for a delivery service. Price Elements. see "How do I add attributes to my negotiation lines?" 2. using an attribute to define this specification calls attention to the specification. if the buyer marks this attribute as required. 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.Oracle Sourcing Help For example.1. then bidders must enter the mileage of any bid.3 Item Attributes. the precedence is: 1. retail industry negotiation items can include such attributes as "color. When the buyer adds the line (vehicle) to the auction. Adding these as required item attributes that are displayed to bidders can customize your negotiation items to your specific industry.3. item A with four attributes/price elements. If there are duplicate attribute/price elements between the template and the spreadsheet. and 2) the details that a participant should provide when responding to that negotiation line. For example. if there are three attributes/price elements for your template. you may choose to add one or more line attributes to that line." and "SKU number. RFQ. the buyer can add an attribute called "mileage" to specify that the bid item must have fewer than 12. 2. The attribute(s) are added to that line only. auction). 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.000 miles on the odometer. the attribute/price element specified by the template." "style. Attribute Scoring. For more information about how to add line attributes to your negotiation items. For example.

Oracle Sourcing Help

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

o

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

o

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

o

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

o

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

o

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

o

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

Oracle Sourcing Help

o

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

o

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

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

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

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Oracle Sourcing Help

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

Oracle Sourcing Help

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

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

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

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

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

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

Price elements allow you to: Identify suppliers with the lowest total cost per line not just the lowest item price. for example. Once you have created a price element list. the supplier's response values for fixed-amount type price elements cannot be converted to a unit price. you can apply that price element list to any negotiations (RFQs or auctions) containing items to which those price elements are applicable.5 How do I use price elements? Price elements allow a buyer to identify additional costs associated with a particular negotiation line. you might create a price element list identifying normally expected transportation costs. 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. Take into account any additional costs or charges when considering outsourcing a project.6 What are Reusable Price Element Lists.Oracle Sourcing Help o To set the weights for all attributes equally. freight charges or import duty fees. Such costs could include services such as training or consulting. If there are an odd number of attributes. Or you might create a list that identifies additional services such as consulting or training that will be required by a particular negotiation item.1. click Equalize Weights. For example. These costs can then be negotiated between a buyer and supplier just like the item price.3. Click the Price Element link under Reusable Lists on the Quick Links section of the Negotiations Home page. 2. Note: If the negotiation outcome is a blanket purchase agreement. You must be assigned the Create Reusable Price Element Lists job function to create these lists. or discrete costs such as shipping fees. You can create new price element lists or edit existing lists. Buyers can specify when they create the negotiation how much they anticipate paying for these additional costs. This is because in the absence of a line response quantity. Identify hidden activities or "cost drivers" to facilitate improved analysis and decision-making. the supplier's response prices to the price elements will not be rolled up into the line total price. 2. To create a new price element list: 1.1.3. Support supply chain operations more efficiently by recognizing and analyzing how one organization's performance and costs affect another organization. which is required to compute a total unit price. the system will assign weights as equally as possible. Page 84/209 .

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

search and select the list you want to edit. or select the price element list and click Edit. For example. 2.) 3. you may expect to receive a discount from your supplier if you buy a large quantity of units. The name of any price element defined to the list. Or you may be willing to pay more per unit if your supplier can ship the order to a special location.7 What are price breaks. 4. Click the Price Element link under Reusable Lists on the Quick Links section of the Negotiations Home page. click Go. For these price breaks. The first offers a price of 19$ per unit if buying more than 100. You specify 20$ as your start or base price. 2. click Apply. and you may specify several quantity levels and the prices you are willing to pay at each. The first few words of the list description. and how do I use them? Price breaks allow you to negotiate line prices with your supplier based on characteristics of your order. The list status (Any. The new list is validated. When you have finished making your changes. change the price element list status. 6.1. The second offers a price of $18 a unit if purchasing over 500. To edit the list.3. Your suppliers respond to your negotiation specifying their responses to your price breaks. you can define as many price breaks as are appropriate. 7. For each (non-amount-based) line in your negotiation.Oracle Sourcing Help To edit a price list: 1. you can either click the price element list name link. On the Price Element Lists page. On the Edit Price Element List page. (This returns all price element lists using that price element. you receive the responses shown in the table below. Active or Inactive). You can then enter different assumptions into the system and have it calculate which response is the best. You then set up two quantity-based price breaks. Page 86/209 . you receive an error message. or by a certain deadline. If any price elements are inactive. Example: Assume you are purchasing PC keyboards. you can o o o update the description for the price element list. add or delete price elements from the list. When you have entered the search data. You can search for a particular price list by : o o o o The list name. 5. The search results display any price element lists matching your search criteria.

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

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

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

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

You may also want to create an event if you want to encourage respondents to participate in multiple. To manage a sourcing event: 1.1. To see event details. Click OK. click the event number link. click Cancel. This takes you to the Manage Events page. To cancel an event. To see the negotiations associated with the event. Click "Event" under the Create area of Quick Links on the Negotiations Home page.4.Oracle Sourcing Help Using price elements Price elements identify additional item costs beyond just price. you can associate negotiations with the event while creating the negotiation on the Create Header page.2 What is a sourcing event? A sourcing event is group of related negotiations. Once the event is created. select the event and click "View Negotiations. 3. Such costs could include service related costs such as training or consulting services. Page 91/209 . You can continue to associate negotiations with the event until the event's inactive date is reached. you first create 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. enter a title. You have the choice of canceling only the event or canceling the event and all negotiations associated with it as well. Your event is opened as soon as it is created. You can then start associating negotiations with it. On the Create Event page. or promise date 2. 4. To create a sourcing event: 1." Note that any draft negotiations associated with this event are not shown. You may want to create a sourcing event if you need to monitor several related negotiations as a group rather than individually. You can continue associating negotiations with the event until its inactive date is reached. 3. similar negotiations. delivery location. To use events. 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. 2. and an inactive date. 2. description.

or any other users in your organization.Oracle Sourcing Help 5. you can create and manage public Reusable Attribute Lists. 2.3 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 Reusable Invitation Lists You can create Reusable Invitation Lists containing names of suppliers who you frequently invite to your negotiations. you can also create and manage public templates in addition to your private ones. Using spreadsheets Page 92/209 . you can modify the description and inactive date. you simply open the template and add to or edit details of the template as necessary. You can also move an inactive date backward although not prior to the current date/time. Invitation lists can be shared across the company. Using document templates If many of the negotiations you create contain the same features. have previously created. you may want to create a template that you can use each time you create a sourcing document. and invitation list are copied into a new document which you can edit if necessary. To modify an event's information click Edit.1. If you are assigned the Manage Invitation List job function. If you are assigned the Manage Attribute List job function. An attribute list is a grouping of attributes that are commonly used together to describe a good or service. Using Reusable Attribute Lists Attribute lists can streamline the document creation process while providing standardization for negotiation items. When you create a document using a template. Your template will contain the features that are similar among the negotiations you commonly create. The public document templates will be available for every Sourcing buyer at your company. you can create attribute lists for use by all Sourcing buyers at your company. If you are assigned the Manage Sourcing Document Templates job function. The public lists will be available for Sourcing buyers at your company. The details of the document such as the controls. This can help you standardize your business practice as well as speed up the negotiation creation process. in addition to your private ones.4. terms and conditions. Note that you can move the inactive date forward in time to extend an event. item information. On the Edit Event page. This allows you to standardize business practices and save time.

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

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

The commitments on the contracts. click Add Deliverable. This is a useful authorization for an administrator to have in case a draft needs to be edited.Oracle Sourcing Help Anyone with the Edit Draft Sourcing Documents function can access and edit draft negotiations AutoCreated from Oracle Purchasing. Search for and apply a contracts template. you can unlock and edit other's drafts from the Manage Draft Negotiations page.4. On the Create Deliverable page define your new deliverable. In addition to the contractual commitments that businesses need to fulfill. as part of the contractual agreement. you can perform whatever tasks are allowed by your function security. for example. Page 95/209 . they might define other internal tasks that contribute to the overall execution of the contract. are classified as deliverables. anyone with the Unlock Draft Sourcing Documents function can break a lock on a draft but not access it for editing or submission.1.5 How do I create a deliverable and use it in a negotiation document? Businesses enter into contractual agreements with their trading partners and. is authorized to manage and unlock drafts. Additionally. 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. On the Create Header page. on vacation. Anyone with the Manage Draft Sourcing Documents function can access and edit drafts created by others at the same company. 3. See the Oracle Procurement Contracts online help for instructions on defining deliverables. by default. To create a deliverable for a particular negotiation: 1. but the buyer has locked it and is subsequently unavailable. will have commitments to fulfill. If you have both the Manage Draft Sourcing Documents and the Unlock Draft Sourcing Documents. For private negotiations: You must be the negotiation owner or a collaboration team member working on the negotiation to access the draft. If you have this function and access the Manage Draft Negotiations page. besides products and services bought or sold. 5. If you are a collaboration member not restricted to view-only access. 2. click Contract Terms in navigation bar in the top left of the page. You can update a deliverable if needed or delete it altogether 4. you can view the draft but not edit it. you can edit any drafts that are not locked. If Oracle Procurement Contracts is implemented. If you are a collaboration member with view-only access. Note: The Sourcing Super User. 2. you can create a deliverable and assign it to a negotiation. To add a new deliverable.

Once the page refreshes. click Review.6 How do I copy a sourcing document? You can copy sourcing documents that you or any other users in your organization have created. 3. 2. If there are multiple deliverables to define. On the Create Negotiation page. 5. RFQ. Clicking Copy places you on a new Create Header page with the existing information inserted. To copy an existing negotiation: 1.1. Note that most of the information you defined previously is carried forward into the copy. Verify your negotiation information.7 What are contract terms and conditions. You can click the negotiation number to see details about the negotiation. Using contract terms is an easy way to create and maintain standardized contract text which can be customized as needed. You can copy an existing document to create a new document of the same type (RFI. You need the Manage Contract Terms responsibility to create and maintain contract terms on negotiation documents. 2.4. 2. You need the Contracts Terms Library Administrator responsibility to create and maintain clauses and contract templates in the Contract Terms Library. This includes any contract clauses or deliverables (terms. you can click Apply and Create Another.Oracle Sourcing Help 6. You can use contract terms to specify legal and other requirements for your negotiation. click the Copy icon at the right of the page. conditions.4. When you have finished creating your new negotiation. Page 96/209 . or auction). 4. To apply contract terms to your sourcing document: 1. you can define your next deliverable. and deliverables are available if Oracle Procurement Contracts is implemented). Note that you will have to specify new Open Date and Close Date values 6. and how do I use them in my negotiation? If Oracle Procurement Contracts is installed and licensed. Once you have found the negotiation you are interested in. Edit your new negotiation by continuing through the creation steps. Search for the negotiation you want to copy. click Contract Terms in the navigation bar at the top left side of the page. otherwise click Publish to open it for responding. After you have finished defining your deliverable. then click Submit for Approval if approvers are specified for this negotiation. Click "Copy" under the Create section of Quick Links on the Negotiations Home page. click Apply.1. you can create contract terms and apply them to your negotiation.

For example. You can edit the clauses applied by the template as needed. Once the new draft negotiation has been created. The Requisition Line Details page displays information in the following areas: o Requisition Page 97/209 . 3. 2. This includes all the other tasks such as creating your header.1. See the Oracle Procurement Contracts online help for information on using contract templates. Or you may need the name of a contact who can answer questions you have about the negotiation line. or clicking Review to inspect the negotiation prior to publishing it. adding any additional lines. search for and select a contract template from the list of values. After you have created your header by adding a title (and adding/modifying any other information) clicks Lines in the top left navigation bar.Oracle Sourcing Help 2. Along the way. 4. 6. click the requisition number link to view detailed information on the line. You can add. and then click the Details icon. When you have completed your contract terms. See the Oracle Procurement Contracts online help for instructions on modifying clauses. You can see this line information on the View Requisition Line Summary display. Click Apply Template. On the Create Contract Terms page. you may need to view the demand linked to a particular negotiation line. For AutoCreated lines. 2.4. On the Requisition Summary page. and possibly inviting suppliers. you may wish to view the requisition line information for the lines that AutoCreate carried over from Oracle Purchasing. Select Validate from the Actions menu to verify the validity of the contract terms you are defining. The Create Lines page displays any lines AutoCreate created using requisitions in Oracle Purchasing and allows you to create additional lines if necessary. specifying negotiation controls. delete or modify text. 4. click the requisition number link. 3. continue by either clicking Suppliers to define a supplier invitation list. If you receive any error messages. you can access it and continue creating your negotiation.8 How do I view the backing information for lines AutoCreated from Oracle Purchasing? You can use the AutoCreate feature of Oracle Purchasing to use existing requisition information in Oracle Purchasing to create an RFQ or auction in Oracle Sourcing. you must correct them and validate again. 5. 5. To view the backing requisition information during negotiation creation: 1.

Page 98/209 . For the line whose requisition information you wish to view. 2. you might need to negotiate training or consulting services. 3. click the Lines subtab. Click the number link in the Line column.1.9 What are amount based line types. Each member can be assigned specific tasks. and some team members may be required to approve the final document before delivery to potential suppliers. Access the negotiation. 4.10 How do collaboration teams work? When creating a negotiation. and creating document outcomes. This takes you to the Requisition Summary page. Such tasks could include defining the item attributes. This includes the entire life of the sourcing document from the initial creation to the award process. If you select a line type that is amount based. 2. inviting additional suppliers.4. Such activities can be negotiated by using amount based line types. When you create a negotiation. click the number link in the Requisition column. the quantity and unit of measure defaults to the values defined by your administrator and is display only. Buyers can optionally grant full access to some team members while restricting others to read-only access. buyers can nominate collaboration team members to participate in the creation and administration of the sourcing document. 2. This takes you to the Requistion Detail page. A category value may also appear if your administrator has defined a default category for that line type.1. and how are they used? Sometimes the item you need to negotiate is not a number of discrete units. you can specify that an item is amount based by selecting an amount based Line Type value. For example.4. but more of a service or activity. The possible values are defined in Oracle Purchasing. awarding business to supplier.Oracle Sourcing Help o o o o o o Negotiation Order Shipment Receipt Invoice Payment To view the backing requisition information after the negotiation has been published: 1. From the negotiation summary page.

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

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

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

After you have finished defining your deliverable. 2. you can define your next deliverable. besides products and services bought or sold. Click the Deliverables subtab and check that any deliverable already defined to this template is applicable for your negotiation. click Contract Terms in navigation bar in the top left of the page. 6.2. click Apply. To add a new deliverable. Search for and apply a contracts template. they might define other internal tasks that contribute to the overall execution of the contract. On the Create Header page. as part of the contractual agreement. On the Create Deliverable page define your new deliverable. See the Oracle Procurement Contracts online help for instructions on defining deliverables. If there are multiple deliverables to define. will have commitments to fulfill.2 Using Oracle Services Procurement and Oracle Procurement Contracts 2. To create a deliverable for a particular negotiation: 1. under the terms and conditions of the contract. You can update a deliverable if needed or delete it altogether 4. Once the page refreshes. you can click Apply and Create Another. The commitments on the contracts.Oracle Sourcing Help 2. are classified as deliverables. click Add Deliverable. In addition to the contractual commitments that businesses need to fulfill. Page 102/209 . 3. If Oracle Procurement Contracts is implemented.1 How do I create a deliverable and use it in a negotiation document? Businesses enter into contractual agreements with their trading partners and. 5. you can create a deliverable and assign it to a negotiation.

temporary administrators. Page 103/209 . General services fixed-price lines use a negotiation outcome of standard purchase order. 5. Select the price type (for example. if appropriate. select Online to continuing entering your line description online. Enter your price breaks including Price Differentials. Also. 6. Specify how price differentials are to be used within the negotiation (for example. The Description. 9. The charge for this type of service is based on a flat amount for the service provided. Create attributes as needed to solicit additional information for this line.2 What kind of services can I negotiate for? If Oracle Services Procurement is installed and licensed. Enter values in your price fields if necessary. You can include services-related lines with regular amount-based and goods-based lines. rate-based line type. click Select Price Break Settings and ensure it is not set to None. Search and select a job from the Job menu. The charge for this type of service is based on hourly rates per person. is a response to the price differential required) 7. On the Lines: Create Line page. or consulting services. make sure you select a temporary labor.2. or click Load from Spreadsheet to upload a previously completed spreadsheet file containing all the line information 2. you can create documents that negotiate for many different types of services. maintenance services. 8. There is a fixed amount limit attached to the service. 4. For temporary labor line types. make sure you select the Global Agreement checkbox. rate-based line: 1.3 How do I define services related lines? Services related line types allow you to negotiate on labor contracts. 2. Unit of Measure and Category will default according to the Job you select. From the Add Line menu on the Create Lines page. To define a temporary labor. Job Details. If you need to specify price breaks. 3. ensure that you choose Blanket Purchase Agreement as the negotiation outcome for temporary labor line types. Fixed-price temporary labor such as contractors. and click Go.2. Fixed-price services such as corporate accounting services. vacation). . 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. and specify the differential associated with this price type.Oracle Sourcing Help 2.

and Category will default according to the Job you select. 6. and then click Go. Finally. Create attributes as needed to solicit any additional information for this line. add notes or attachments to the supplier. Search and select a Job from the Job menu. Follow steps 1 and 2 above. 2. add notes or attachments to the supplier. 2. Job Details. 5. You need the Contracts Terms Library Administrator responsibility to create and maintain clauses and contract templates in the Contract Terms Library. add any notes or attachments to the supplier. Finally. Continue defining your negotiation. and how do I use them in my negotiation? If Oracle Procurement Contracts is installed and licensed. 5.2. make sure you select a general services. 3. Follow steps 1 and 2 above. 3. To define a general services fixed-price line 1. Provide the line with a description and select a Category value. Page 104/209 . Create attributes as needed to solicit additional information for this line. fixed-price line type. you can create contract terms and apply them to your negotiation. On the Create Negotiation page. fixed-price line: 1. On the Lines: Create Line page. and then click Go. To apply contract terms to your sourcing document: 1.4 What are contract terms and conditions. Continue defining the remainder of the negotiation. You can use contract terms to specify legal and other requirements for your negotiation. click Contract Terms in the navigation bar at the top left side of the page. 6. The Description. On the Lines: Create Line page. search for and select a contract template from the list of values. 2. 4. Continue defining the remainder of the negotiation. You need the Manage Contract Terms responsibility to create and maintain contract terms on negotiation documents. 2. fixed-rate line type. Using contract terms is an easy way to create and maintain standardized contract text which can be customized as needed. On the Create Contract Terms page. Finally. To define a temporary labor. 11. make sure you select a temporary labor.Oracle Sourcing Help 10. 4. See the Oracle Procurement Contracts online help for information on using contract templates.

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

and click Go. enter the name or contact of the surrogate supplier in the Supplier field and click Go. 4.3. click Full List. 2. To see the complete list of negotiations you created. On the Create Bid/Create Quote page.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. From the negotiations summary 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. Negotiations in which you are participating appear under Your Negotiations at a Glance. select Create Surrogate Quote/Bid from the Actions menu. 5. Page 106/209 . Oracle Sourcing buyers can place surrogate bids on behalf of such suppliers. It is when the buyer receives the offline copy of the response or when the supplier mails/faxes the response. you can either Select View Response History from the Actions menu and click Go. Sign on to Oracle Sourcing with Sourcing Super User responsibility. On the Create Surrogate Bid/Quote: Select Supplier and Contact page. Select a contact for the supplier and click Create Surrogate Bid/Quote. On the negotiation summary page.3. You can also use the Graphical Monitor to view and compare responses to your negotiation. 2. To place a surrogate bid on behalf of a supplier: 1. Continue from the Terms and Conditions page with regular a response if terms and conditions are required. and then click View Response History to see information on responses to this negotiation. From the Negotiations Home page. If you do not see your negotiation. 2. Click the negotiation number to access the negotiation summary page where you can see information on the negotiation. 6.2 How do I monitor the negotiations I have created? Access the negotiation you wish to monitor. a surrogate bid can be entered into the negotiation. Clicking the number of your negotiation takes you to the negotiation summary page. Click the Responses number to access the Details page for the negotiation. 3. enter the Bid/Quote Received Time. click Full List. access the negotiation in which you wish to bid by clicking its number. Once the buyer has received all the bid/quote information. 7.

To perform a side-by-side analysis on all responses to the line. Only buyers can view the graphical monitor in blind style negotiations. 5. 4. then click View Monitor. 2.3. To view the graphical monitor of a negotiation. To view a complete list of your negotiations. Page 107/209 .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. To view messages sent to you from suppliers (if any) click the number link under the Unread Messages column.Price/Score by Time or Price by Score. To view information on responses. You can easily compare the negotiation attribute values for these competing responses. 3.3. response controls or invitation list. From the Search Results display. select the line and click Analyze. o o o Note: The graphical monitor is not available for sealed style negotiations until they are unlocked. you may receive responses from multiple suppliers. From the Negotiations Home page.5 How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line? For any line in your negotiation. click Full List. Select the line(s) whose responses you wish to inspect and choose the type of monitor you wish to view . select the responses you wish to compare and click Compare. On the Analyze Line page. click the negotiation number link. Note that the table displays only a limited number of entries. To compare negotiation attribute values for competing responses: 1. To use Your Negotiations at a Glance: Under the Your Negotiations at a Glance area of the Negotiations Home page. click the graph icon to the right of the negotiation.Oracle Sourcing Help 2. All participants can view the graphical monitor in open style negotiations. o To view the information about the negotiation such as item information. click the number link in the Responses column. perform a simple or advanced search to locate the negotiation whose responses you want to compare. 2. select the negotiation and click the Graphic Monitor icon. Select a negotiation item. identify the negotiation you wish to view.

2. The Price Analysis chart compares the calculated line prices offered by the responses. You can pause your cursor over each section of the bar to see the exact response value to that segment. you can view them by clicking the icon in the Notes/Attachment row. there will be only one segment for each graph with that segment comparing simply the price. 5.Oracle Sourcing Help 6.3. Open the file and complete it according to the directions in the Instruction file. Page 108/209 . you should also download the Instructions file. On the Negotiation Summary page. If there are any attachments. You can download bids whether the negotiation is open or closed. If you have never used spreadsheet files before. The Attribute Group Scores chart compares competing responses in terms of attribute group totals. 4. You can display these charts by clicking the triangular icon labeled Show Chart. the chart will show the total price calculated by combining all the responses to the price elements. select Export Quotes/Bids from the Action menu. On the Export Quotes/Bids to Spreadsheet page. If you defined price elements to be included in your price calculation. These charts compare different aspects of the responses. This is useful if you have received a large number of responses and want to compare them offline. Note that there may be two other charts available on the page depending on how you defined your negotiation attributes. You can use an Excel spreadsheet file or a text spreadsheet file. If you did not use price elements in your negotiation. To download responses: 1. Each response is identified by its response number. From the Your Negotiations at a Glance section.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. click the negotiation number for the negotiation to access the Negotiation Summary page. The Analyze Line: Compare Quotes/Compare Bids page displays a sideby-side comparison of the response details for all responses you chose to compare. You can also update the spreadsheet with your award decisions and then upload it to identify winning responses. select the type of spreadsheet you wish to down load. Save the file. 3. 2. Save the file to a convenient location.

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

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 download a spreadsheet with which to make award decisions. 2. you may expect to receive a discount from your supplier if you buy a large quantity of units. The first offers a price of 19$ per unit if buying more than 100. 3. you can use the spreadsheet download feature to export the response information for analysis offline. The AutoAward Recommendation page displays the response(s) that AutoAward has decided best fit the negotiation requirements. 5. 2. You specify 20$ as your start or base price.htm file) to process the spreadsheet. and you may specify several quantity levels and the prices you are willing to pay at each. select Analyze by Spreadsheet from the Actions menu and click Go. Or you may be willing to pay more per unit if your supplier can ship the order to a special location. On he negotiations summary page. As long as you have not closed the negotiation. 4. For example.3. For these price breaks. From the negotiation summary page for this negotiation. For each (non-amount-based) line in your negotiation. Click Export. Your suppliers respond to your negotiation specifying their responses to your price breaks. Open the file up and use the instructions in the readme file (the . On the Analyze by Spreadsheet page. Your level 1 price break Your offered price $20 Supplier Response $19 1's Supplier Response $19 Page 110/209 2's . Example: Assume you are purchasing PC keyboards. select: which type of files to download. You then set up two quantity-based price breaks. Once the negotiation is closed. you can define as many price breaks as are appropriate. 1.8 What are price breaks. you receive the responses shown in the table below. You can then enter different assumptions into the system and have it calculate which response is the best. Download and save the file. or by a certain deadline. select View AutoAward. The second offers a price of $18 a unit if purchasing over 500.Oracle Sourcing Help Scoring negotiations to determine the best overall total cost. You can use AutoAward to quickly generate a benchmark against which other ranking methods and scenarios can be compared. To download responses via spreadsheet for analysis: You can use the spreadsheet download feature to perform many tasks offline.

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

Oracle Sourcing Help 4. Clicking the Unread Messages number link takes you to the Online Page 112/209 . you can participate in a online discussion by clicking the number link under Unread Messages (under "Your Negotiations at a Glance" for Sourcing Buyers. On the negotiations summary page. Once you have defined all your price breaks. 3. On the Analyze Line: Analyze Price Breaks page. and "Your Active and Draft Responses" for Sourcing Suppliers). click Analyze by Line from the Actions menus and click Go. 5. participants can communicate with each other by entering into an ongoing conversation called an online discussion. and click Analyze Price Breaks. Search for the negotiation you're interested in.3. For example. 2. you can enter different values in the fields under Enter Assumptions and have the system calculate the best response based on the values you enter. Ship-To address/organization. For example. To analyze price break information: 1. and effective dates (available for non-cumulative price breaks only). Click Add Another Row to define additional price breaks. Analyzing Price Breaks Once you have defined your price break expectations. Define your price breaks. you could define multiple price breaks based only on order quantity. click Apply. you can have the system evaluate the supplier responses based on scenario information you enter. 4. 2.9 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. On the table of negotiations. For each price break criterion. You can enter values for all price breaks you defined and the system will calculate which of the responses is best for the values you entered. You can define as many price breaks as are needed to fully define your pricing structure. and your supplier(s) have responded with quotes. 5. price. Select the negotiation line. You can set breaks by unit quantity. click the response number link. you could enter different order quantities and see which supplier response is the best for a certain quantity. Using an online discussion Once a negotiation is published. Once a negotiation has been published. you can offer a particular target price.

To see the text of a message. The Reply to Message window opens. Negotiation Style Open Negotiation Blind Negotiation Negotiation Creator Can Respond to One or more respondents One or more respondents Negotiation Respondents Can Respond to Creator only Creator only All respondents Page 113/209 Sealed Negotiation All respondents . and then print. A new discussion thread is created by the system. Enter the text of your response and click Send. click Reply. The newest entries appear at the top of the table . When you have finished entering your message. The Online Discussions page displays all discussions associated with this negotiation (there can be multiple discussions for a single negotiation). enter the full text of the message . there is an entry for the original message initiating that discussion as well as all replies to that message. Fill out the network print box and click Print. click Print. You can display all discussions associated with this negotiation by clicking Printable Page. o o To reply to the message. click New Message. To print this message. Online Conversation Participants Messaging Capabilities The table below details the rules governing the messaging capabilities of the negotiation creator and the respondents. then the Status of the message is either Read or Replied. You can also initiate an online conversation from the negotiation summary page. click Reply. click Send.Oracle Sourcing Help Discussion page. To reply directly to a message. In this window you o o o select the recipient(s) of the message. specify the subject heading for the message. If you have read and/or replied to a message. date. Enter your reply text and click Send. For each discussion. click the link under the Message column. Note that the rules vary depending on the style of negotiation. The Message window displays the text of the message and other information such as the time. The Subject: label identifies each discussion. and recipients of the message. The Create New Message window opens. To create a new discussion.

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

or upon receipt of a new winning bid). but you cannot change any other AutoExtend settings. You can modify the following AutoExtend options: o o o o Lines you want to AutoExtend (AutoExtend all lines. You cannot enable or modify AutoExtend settings for an auction that is in a preview period or has closed for bidding. review your current AutoExtend settings (if any). On the Extend Auction page. but you cannot change any other AutoExtend settings. 2. 4. or only those that receive bids during the AutoExtend period) Number of extensions allowed Length of each extension Start time of each extension (at the scheduled auction close time. You can also review and extend your auction's scheduled close date and time. 3. click Apply.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. To change your auction's AutoExtend settings: 1. you can change the number of times that the auction can AutoExtend. If your auction enters AutoExtend mode. You cannot enable or modify AutoExtend settings for an auction that is in a preview period or has closed for bidding. Once you have made your changed. select the Extend Auction option from the Actions menu and click Go.3. If your auction enters AutoExtend mode. Page 115/209 . However.12 How do I change my auction's AutoExtend settings while the auction is in progress? You can initially set your auction's AutoExtend settings while defining bid controls. On the negotiation summary page. you can change the number of times that the auction can AutoExtend. However. you can still enable AutoExtend (if not enabled initially) or modify your initial AutoExtend settings after the auction opens for bidding if you selected "Allow manual extend when negotiation is open" while setting the bid controls. click the number for the negotiation whose AutoExtend values you wish to change. Under Your Negotiations at a Glance on the Negotiations Home page. 2. 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.

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

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

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

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

if no preview date/time was specified) and before the close date/time. Page 120/209 .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. the buyer can update information defined in the document if necessary. 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. or the items are no longer needed. To close your negotiation early: 1.Oracle Sourcing Help 2. 5. This update is called an amendment. If you do not see the negotiation. enter the new date and time you want to close the negotiation or choose to close it immediately. On the negotiation summary page. select the Close Early option from the Actions menu and click Go. On the Close Early page. If desired. the responses to your negotiation do not meet your needs.3.3. Note that you cannot manually close an auction after its first AutoExtension has been triggered. On the negotiation summary page. In any of these cases. Amendments can be created anytime after the preview date/time (or open date/time.17 How do I create an amendment to a negotiation? After publishing a negotiation. Click Apply. The system notifies all the invitees and participants of the cancellation. 2. enter a note to your suppliers. there may have been too few responses.16 How do I cancel a negotiation? Sometimes. select the Cancel RFQ/Cancel Auction option from the Actions menu and click Go. click the negotiation number for the negotiation you wish to cancel. 3. For example. 4. On the Cancel page. 2. you can enter a text note to participants explaining why you are canceling the negotiation. 1. 3. Also the line requirements have changed. Under the Your Negotiations at a Glance section of the Negotiations Home page. This note is included in the notification that will be sent. click Full List. you may wish to simply cancel the negotiation. 2. click the negotiation number for the negotiation you wish to close. Under the Your Negotiations at a Glance section of the Negotiations Home page. 2. 4. or the terms of the responses are not acceptable. Click Apply.3.

Change the negotiation rules on the Create Amendment: Controls page if necessary. no new responses can be received on the previous negotiation. the Submit button changes to Publish. 4. these can be changed on the Create Amendment: Contract Terms page. 12345. Draft amendments are available on the Negotiations Home page if you click Drafts in the Manage Quick Links section. Approvers will receive notification that they need to approve the amendment. use the active negotiation's negotiation summary page. select Create Amendment from the Actions menu. 2. On the Create Amendment: Lines page.Oracle Sourcing Help To create an amendment to a sourcing document: 1. mail or email. additions. If you have approvers identified on the Collaboration Team on the Create Header page. 5. On the Create Amendment Header page. 8. The printed version of the negotiation is appropriate for public display since it excludes all internal data such as internal attributes. you must enter a new Description for the amendment and make any other header level attribute changes you need. or updates to line information if necessary. Responders should be able to complete negotiation documents and return the results by FAX. All suppliers will be required to acknowledge the amendment and resubmit their responses to be eligible for award. 2. enter any line changes. Government organizations in particular present solicitation packages according to a unified format. Notice that the negotiation number has now been given a suffix. and there are clauses and deliverables defined to this negotiation. 6. Once you click Publish. deletions. 3. If Oracle Procurement Contracts is implemented. current prices. 7.18 How do I print information on my negotiation? Much business communication today is carried and managed offline. On the negotiations summary page. To invite new suppliers. Once approved (or if approval is not required). you can submit the amendment for approval by clicking Submit for Approval on the review page. The printed version also does not include any price elements Page 121/209 .3. You go to the Create Header page. or names of invited suppliers. You can save the amendment as a draft at anytime during the creation process if you click Save Draft.1. You can review the new changes compared to the current active negotiation by clicking Review. This suffix is incremented every time you create a new amendment for this document. You cannot add or delete suppliers on the Create Amendment Suppliers page during an amendment.. Buyers need the capability to download and print a negotiation for offline review. for example.

Page 122/209 . 2. 2. On the negotiation summary page. the clauses and deliverables are printed as well. select Print Document from the Actions menu 3. but there will only be data displayed after the recommendation has been submittted. open and inspect the print directly or save it to a location and review the document locally. search for the negotiation for which you wish to print the contract terms by clicking the negotiation number link. Click Preview Contract Terms. you can view the approval status of your negotiation. 3. To print a negotiation (for buyers): 1. 4. open and inspect the print directly. When the prompt box appears. To print a negotiation (for suppliers): 1. On the Negotiations Homepage. open and inspect the print directly. On the Negotiations Home page.Oracle Sourcing Help defined to the negotiation. select Print Document from the Actions menu. 2.3. 3. On the negotiation summary page. You can view the approval history at any point. If you cannot see all your negotiations. search for the negotiation you wish to print.19 How do I view the approval history for my negotiation? If you selected the "Require award approval" negotiation control. On the Negotiations Homepage. Click the Contract Terms link in the navigation bar. Once you have submitted your negotiation's award decision. or save it to a location on your machine and review the document there. These negotiations are listed under the Your Negotiations at a Glance section. 2. click Full List. or save it to a location on your machine and review the document there To print contract terms only: 1. When the prompt box appears. Access the negotiation by clicking its negotiation link. your award decision must be approved before you can begin to create a purchasing document. If Oracle Procurement Contracts is implemented and the sourcing document has contract terms attached to it. When the prompt box appears. search for the negotiation you wish to print by clicking the Negotiation Number link.

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

4. On the negotiations summary page. Page 124/209 . select View Quote/Bid History from the Actions menu and click Go. There is an entry for each supplier who has placed a quote/bid in the negotiation. The Quote/Bid History page displays the responses the negotiation has received." 4. To see details about a particular response. Additionally. other users from your company who have the appropriate function security can also unlock and unseal your RFQ/auction.Oracle Sourcing Help 2. 3. You can award an individual line to a single supplier. From the Your Negotiations at a Glance section of the Negotiations Home page. 2. You can accept and use the decisions generated by the AutoAward feature.3 What are the different methods I can use when performing awards? Once you have closed your negotiation and analyzed the responses you received. click the negotiation number link of the negotiation you wish to see. Close the negotiation if it is still open. click the number link in the Quote/Bid column. To unlock and unseal an RFQ/auction: 1. In addition. An RFQ/auction can only be unlocked and unsealed after it is closed. 2. 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. 2.2 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. On the Confirmation page. 2. 4. There are several methods you can use when awarding business in a buyer's auction or RFQ: You can award the entire negotiation to a single supplier (multiple suppliers if the outcome is a blanket purchase agreement).4 Awarding Negotiations 2. Note: You will always be able to unlock and unseal an RFQ/auction you have created. you can make your award decisions. an RFQ/auction cannot be awarded until it is unlocked. click "Return to Negotiation Summary. You can divide an individual line among multiple suppliers. select Unlock from the Actions menu and click Go.4. Select Unseal from the Actions menu and click Go. The resulting page shows details about the response. In addition.1 How do I view the responses I have received? 1. 3.4.

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

Oracle Sourcing Help Page 126/209 .

you see the response information for the supplier(s) you selected in the previous step. On the Award by Quote/Award by Bid page. This provides flexibility and allows you to quickly enter award decisions.4 How do I award business in an RFQ or auction? There are several ways you can award business for a negotiation. Click Award to identify the supplier to whom you are awarding the negotiation. you see all the suppliers who responded to your negotiation. 2. Access the negotiation you wish to award. Note: The auction or RFQ must be closed for responses before you can award business. award multiple lines to the same supplier. Or select Award by Spreadsheet to download the responses to a spreadsheet file and enter your award decisions there. You cannot initiate a new round of quoting/bidding on this RFQ or auction once you have closed the negotiation and submitted an award decision. Once you have selected the action. On the negotiations summary page. or. You also see entries for every Page 127/209 . you can begin awarding business.Oracle Sourcing Help 2.4. click Go. All lines to which the supplier responded are awarded to that supplier. You can enter award decisions at the supplier level or the line level. On the Award by Quote/Award by Bid page. you see the response information on the supplier(s) you selected in the previous step. Once the negotiation is closed. On the Award Quote/Award Bid page. select Award by Quote/Award by Bid to award an entire negotiation or multiple lines of a negotiation to the same supplier. 2. or award each line its own supplier. Note also that you can change the shortlist status of a supplier on this page as well. select the supplier and click Award. select the supplier(s) to whom you wish to award the negotiation lines and click Award Multiple Lines. To award an entire negotiation to a supplier: 1. If you selected multiple suppliers. you see the information on the negotiation and any responses it has received 3. Note that you can select multiple suppliers on this page. Any lines to which the supplier did not respond are not awarded. Select Award by Line to award each line to its own supplier. To award multiple lines to a supplier: 1. To award the entire negotiation to one supplier. 1. From the Action menu. On the Award Multiple Lines page. if the negotiation controls allow it. 2. you can manually close the negotiation prior to its specified close date/time. You can wait until the negotiation reaches its specified close date/time. You can award the entire negotiation to a single supplier. Click Save Award. their responses are displayed side by side for easy comparison. 3. 1.

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

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

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

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

awarded and completed the negotiation. Locate the negotiation whose business you have awarded (note that from the Negotiations Home page. o Closed Negotiations which have been closed. 2. 3. you can use the subtabs to toggle between the Supplier and the Line views. For each entry in the table. To see prior award information: 1.4. you can do an advanced search looking for negotiations with a status of Award). On the Negotiations Search page. 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). On the Award Summary page. This information is stored and can be viewed even after you have closed. there is a triangular +/. o Completed The award process is completed and a purchase order has been requested or a purchase order has not been requested. you must have closed the negotiation and made some award decisions. 4. From the list of search results.11 Can I see information on my negotiations once I have completed awarding them? In many situations.Oracle Sourcing Help To display the Award Summary page: To use the Award Summary page.icon in the Details column. select Award Summary from the Actions menu and click Go. 3. 2. select one of the following Status values and click Go. On the negotiation summary page. These negotiations could be taken to a subsequent round of responding or could have their award process initiated. 1. it can be helpful to review award decisions you have made in the past. 2. Use the Search Negotiations fields at the top of the Negotiations Home page to perform an Advanced Search. click the number link for the negotiation to see the details. o Create Order Negotiations for which the allocation process is in progress or for which the purchase order creation process has been initiated. Page 135/209 . Click the link in the Number column for the negotiation. Use this icon to show or hide the detail information for that entry.

On the award Confirmation page. On the Complete Award page. 3. 5.4. Select Complete Award from the Actions menu and click Go. so you may wish not to notify suppliers until a later date when the purchase document is fully approved). 4. If you have an approval procedure set up in Oracle Purchasing. 5. If Oracle Procurement Contracts is installed and licensed. click Submit if you wish to complete the award process. 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. The Confirmation page informs you that the award is complete. Choose an Acceptance Level from the drop-down menu. On the Confirmation page. click the link to return to the negotiation summary page. 2. 3. On the Create Purchase Order page. 6. On the Review and Submit Complete Award page. click Initiate Approval to begin approval for this purchasing document. 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 use an Acceptance Level value of Document and Signature to perform contract binding. Page 136/209 . 2. you return to the negotiation summary page to complete the award process and generate a purchase order document.Oracle Sourcing Help 2. In you are creating a blanket purchasing agreement. You can see you award information by clicking the link under the Details column (or by clicking "Show All Details"). To generate a purchase order document: 1. To complete the award process: 1. you can obtain information on the supplier to whom you awarded business. 4. Click Submit. specify the start and end effective dates. See What is contract binding? for more information. you can choose whether or not to create a purchase order document.12 How do I generate a purchase order document? Once you have saved your award decisions.

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

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

you can send invitation notifications to particular suppliers inviting them to participate in the negotiation.4 Searching for suppliers: When creating a negotiation.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. negotiation creator. click Go. o o On the Search and Select: Suppliers page Page 139/209 . the Supplier Master. Select the draft and continue processing. Scroll through the Results: Negotiations display until you find the correct negotiation.Oracle Sourcing Help When entering values. You can search both the Approved Supplier List and the Supplier Master at the same time. Enter your search values. If the draft is locked. negotiation title. You can also search the Approved Supplier list for suppliers of a particular status (for example. 2. You can search the Supplier Master to identify suppliers who meet certain criteria. Click Review and Submit to publish the draft.5.1.1. 2. You can use % as a wild card value 3. select a search type from the menu. To search for and manage a draft negotiation: 1. minority-owned or small business. Click the Manage quick link under Drafts on the Negotiations Home page. You will also search for suppliers to add them to reusable invitation lists and/or negotiation templates. click Unlock to access it. Click the Number link to go to the negotiation summary page where you can see information on the negotiation. 2. o You can search the Approved Supplier List to identify suppliers who sell a particular item or commodity. Click Edit to update the draft. and proximity to open date (specified as the number of days outstanding). and click Go. You can search on negotiation number. You can identify the suppliers you wish to notify by searching information in the Approved Supplier List. as well as information provided by the supplier company itself. On the Manage Draft Negotiations page. 2. When you are finished. you can use % as a wildcard. 4. 5.5. for example. approved or new). Click "Responses" to go to the negotiation History page where you can see information on current responses. Scroll through the Results display until you see the target draft.

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

you can search using multiple criteria. 2. use a wildcard. The system performs a begins with search using any search values you entered. many attributes default according to the organization you select.5. On the Search and Select page.7 Searching for lists When creating a negotiation. For example. Additionally. click the link to apply a predefined list. a search on br% returns only Brussels. %. however. If you do not know the beginning of the name.6 Searching for addresses: While creating negotiations. On the negotiation creation page. This includes addresses such as Bill-To and Ship-To. For each list. select the list and click the appropriate links or buttons to process the list if necessary and to apply it to your negotiation. 2.1. Click the flashlight icon next to the address field. Page 141/209 . there are many predefined lists which you can apply to your negotiation to save time and standardize your sourcing practices. Enter as many search values as required to efficiently qualify your search.1. For example.Oracle Sourcing Help 2. Find the correct address and click Select.5. From the Search Results display. Click Go. To search and apply a list: 1. you can search for all lists that contain a particular list entry. The Search Results display shows all addresses that matched your search criteria. a partial name. Such lists include lists of item attributes or price elements. you may need to change the default to a different address. 3. a search on %Boston might return North Boston as a billing address. In some cases. a search on b% returns both Beijing and Brussels. The search value can be an address name. To search for and select a different address: 1. or the search wildcard. 2. enter a search value in the Search field and click Go. For example. 3. you can search for all price element lists that contain a particular price element. You are returned to the negotiation creation page with your new address appearing in the address field. such as the percent sign (%). most lists allow you to search by the list name and/or words in the list description.

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

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

select Standard Purchase Order. the report reflects only the system-hosted catalog item categories. see "How do I run the reports?" Note: For the Auction Outcome report parameter. The report is sorted by category. see. savings is zero.1) report for the items listed. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity.1. Section 4. Note the following when generating and evaluating report information: When entering a category search parameter. the report reflects only the system-hosted catalog item categories.2. To run the Awarded Bids Detail report. you can generate a Savings by Item (Section 7. Amounts do not include lines where award quantity and award amount are unspedified.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.1.1. Any report displaying calculated amounts do not include any RFI amounts. If Current Price is not available. with the category with the highest productive award appearing first.Oracle Sourcing Help 4. Blanket Purchase Agreement.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. Once you have generated a Savings by Category report. You can view the supporting awarded bid by clicking the Auction number or Bid number.2. Page 144/209 . Any report displaying calculated amounts does not include any RFI amounts.1.2. or All Outcomes. To run the Savings by Category report. 4. Amounts do not include lines where award quantity and award amount are unspecified.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.3.

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

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

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

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

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

click Full List. To see your current response or draft information. 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. Page 150/209 . This takes you to the negotiation summary page. If you have Oracle Procurement Contracts installed. you may see multiple entries having the same negotiation number but associated with different sites. a separate invitation might have been sent to each site. To see the complete list of invitations. If your company has multiple sites that are known to the buyer who created the negotiation. click the Response Number link. Help for Sourcing Suppliers 5. If this is the case. you can respond to all public negotiations as well as those negotiations to which you have been specifically invited. From here. click the Negotiation Number link. click its Number link. or by having a draft response that is in progress. The Response Status column shows whether you have an active response against this negotiation or whether you are in the process of drafting a response. This takes you to the Details page. 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 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. The Active and Draft section shows negotiations in which you are participating by either having placed an active response. you can manage your contract deliverables from this page as well.Oracle Sourcing Help 5. You can place a response on behalf of either or all sites. To access a negotiation. Note that this section only displays the five negotiations with the most current expiration date. To see information on the negotiation.1 Responding to Negotiations 5.1.1 How do I access negotiations? The Negotiations Home page is the central point of access for all your negotiations. You can also monitor negotiations in which you are participating and manage any draft responses you have.

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

detailed item information. you can view information on the item attributes by clicking the "View" link under the Details column. 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. price elements. or quote). This includes such information as the time the negotiation.1. Click the negotiation number to access the Negotiation Summary page.1. 5. To respond to a negotiation you must: 1. click the negotiation number to access the Negotiation Summary page for the negotiation in which you are interested.4. or price breaks associated with it.1 “How do I access negotiations”). pricing. (See Section 5. The Negotiation Summary page displays all the current information for this negotiation. Alternatively. 3. 2.4 How do I view the details of a negotiation before placing a response? 1. the response controls. (See section 5.2.1 “How do I monitor negotiations to which I've responded”). 2. Page 152/209 . use the Search Negotiations fields to access the Active Negotiations page.Oracle Sourcing Help Creating and managing sourcing events Updating profile information Viewing award decisions Updating profile information 5. The Notes and Attachments section displays any text messages from the buyer and any attached files. Attachments can be viewed by clicking the paperclip icon. Monitor the action in the negotiation in which you are participating. If the item has attributes. Find a negotiation in which to participate (See Section 2. Under Open Invitations. shipping and billing information.6 “How do I submit a response online”). Submit your response (bid.1.3 How do I respond to a negotiation? Suppliers can respond to public negotiations and private negotiations to which they have been invited.

From the Negotiations Home page. 4. Line attributes appear under the Lines section of the Page 153/209 . If the negotiation is closed.1.Oracle Sourcing Help If the negotiation is open. 2. you are required to provide values for these fields. Since the purpose of an RFI is to obtain product and service related information for a negotiation line. RFIs typically run to several rounds as buyers continually refine the groups of suppliers who can most closely supply the products and services the buyer is looking for. Otherwise. enter response values as you normally would when bidding or quoting online. either accept or reject the negotiations conditions. RFIs may or may not be concerned with line price or costs. To respond to an RFI: 1. Once the appropriate group of suppliers has been identified. and the buyer can initiate a regular price/cost negotiation with the targeted suppliers. 3.5 How do I respond to a Request for Information (RFI)? A Request for Information (RFI) sourcing document is different from other sourcing documents such as RFQ or buyer's auction. If the negotiation is sealed. From the Results: Active Negotiations. On the Terms and Conditions page. the RFI can be converted to an RFQ or buyer's auction. 5. no one can see the responses until the negotiation is over and unsealed. search for any open RFIs or RFIs to which you've been specifically invited. The purpose of RFQs and buyer's auctions is to negotiate line price and costs prior to generating a purchasing document. On the Create Response page. RFIs to which you've been invited will appear under Open Invitations. Buyers use responses to an RFI to qualify suppliers early in the procurement process. most negotiation lines in an RFI have attributes defined. you can only see the response history if you are the buyer. the Price and Quantity fields are display only and you cannot enter anything in them. If the buyer chose to include the Price and Quantity fields. The purpose of an RFI is to gather information on goods and services a supplier company provides. 5. 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. These line attributes identify the questions the buyer has about a particular line. you can review any current responses by clicking the number link under the Responses/Quotes/Bids column.

2. On the negotiation summary page. click Submit. Note: Before you select a currency. The Attribute Type column shows you whether a response is required or optional. verify your response values. If so. you will see all prices listed in your chosen currency. On the Create Response: Review and Submit page. If you want to view any responses that have already been submitted. you are asked to read and accept the negotiation terms and conditions. click Accept. click View Quote History/View Bid History. After reading the terms and conditions. When entering responses.Oracle Sourcing Help Create Response page. If the buyer has defined Terms and Conditions. On the Active Negotiations page.1. After you select a currency. including ones to which you were not explicitly invited to. If correct. be aware of the following size limits: o o o Attribute: 240 characters Target: 4000 characters Response: 4000 characters 6. you can select the currency in which you will place your quote/bid. If the buyer has chosen to display an attribute target. select Create Quote/Create Bid from the Actions menu to create a response to the negotiation. you can enter search values into the Search Negotiations fields and click Go to list all negotiations in the system. You can only see the existing responses when the negotiation is open or unsealed. this value appears in the Target Value column. Alternatively. 8. 5. Page 154/209 . 3. 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). find your negotiation and click the negotiation number link there. To submit response online: 1. click Continue 7.6 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. When you have responded to all required and optional line attributes. You can see details of the negotiation on the negotiation summary page. enter the following information. all response prices (such as start price and target price) will be listed in the RFQ/auction currency. On the Create Quote/Create Bid page.

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

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

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

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

On the Create Bid page. Your bid status is No Bid for any item on which you have not placed a bid. In an auction that includes more than one item. you can proxy bid on some items and bid manually on others. Locate an open auction in which you'd like to bid. you can set your responses apart from your competitors' responses and enable buyers to make better-informed award decisions. 5. Using price elements allows you to target additional costs related to a particular negotiation item. then click Go. The AutoRefresh page updates the current best bid price and your bid status for each item in the auction. On the AutoRefresh page. By providing item details and specifications in item attribute fields.1. Such costs can include discrete charges such as import duties or activities such consulting or training costs. and 2) the details that a negotiation participant should provide when entering a response for that item. Page 159/209 . and Lose for any item on which you have been outbid. click AutoRefresh On. you can adjust the AutoRefresh interval setting to change the length of time between page refreshes. select the category from the View menu. To activate AutoRefresh: 1.10 What is proxy bidding and how does it work? By activating proxy bidding. 2. Win for any item on which you have the current best bid price. 5. If you want to display only those auction items that are included in a specific category. you allow the system to automatically rebid on your behalf whenever a competing bid price beats your bid price. 3. You cannot proxy bid on any items that have price elements. Item attributes also allow you to provide more information and details when entering responses. Click Create Bid to deactivate AutoRefresh and place a bid on the auction. 4. Select the auction and click Respond.9 What is AutoRefresh? AutoRefresh enables you to continuously monitor the bidding in an auction before or after you submit a bid. Item attributes make a negotiation item more descriptive and can be used to ensure that all responses submitted for the item include details not included elsewhere in the item information. In Multi-Attribute Weighted Scoring negotiations. They define 1) unique specifications that are set for a negotiation item. 5. your responses to an item's attributes are scored and weighted to allow the buyer to make more informed decisions.1.Oracle Sourcing Help Item attributes provide extra information about a negotiation item.

the system will automatically submit a proxy bid of $3.400 bid is subsequently submitted. You can then do any of the following: Enable another round of proxy bidding for the item Enter new proxy bid information. The Proxy Bid Decrement field will indicate whether you can enter the amount as a percentage or monetary amount (this is determined by the buyer). you can cancel your proxy bid and submit a new bid with the updated proxy information. Proxy Bid Decrement You must enter the exact amount by which you want each of your proxy bids to decrease. When bidding on an auction that contains more than one item.Oracle Sourcing Help To activate proxy bidding: When you place a bid on an auction. You can also change the proxy bid minimum amounts. If the bidding on an auction item in which your proxy bidding drops below your proxy bid minimum amount. you can proxy bid on all or selected items. and a $3. Proxy Minimum Bid You must enter the lowest price you are willing to proxy bid for any auction item. Note: After you have submitted your proxy minimum bid amount. automatic proxy bidding is discontinued. You cannot enter different proxy bid decrement amounts for each item. if you have submitted a $3. Discontinue bidding on the item Page 160/209 . then enter a proxy minimum bid only for those items on which you want to proxy bid. not your own current bid. Then submit the bid as normal. 10. Enter your proxy bid decrement amount. you cannot change this amount unless the minimum amount is met in the auction bidding or you cancel the proxy bidding on the item. you must provide the following information: Note: If at any time you wish to change your proxy bid information. For example. you can enter your proxy bid information in the appropriate fields on the Create Bid page.500 bid in an auction with a proxy bid decrement amount of $100. Use numbers. for example. Your proxy bid decrement amount will be applied to the current winning bid in the auction. Whenever your bid price is exceeded by a competing bid price.75.300 on your behalf. You can change your proxy bid decrement if all items on the bid do not have proxy enabled. Bid manually on the itemContinue bidding on the item by submitting bids manually. the system will continue to automatically rebid (by the proxy bid decrement amount you specify) until your proxy minimum bid price is met. To submit a proxy bid for any auction item.

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

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

enter your new bid information and click Continue. You respond to a second-round negotiation the same way as to the initial negotiation. On the negotiation Details page.Oracle Sourcing Help 7. On the Review Quote/Bid page. you can easily identify the updated information by clicking View New Round Summary. you can continue placing your re Page 163/209 .1. click Submit. On the Rebid/Requote page. or the buyer may decide to change negotiation criteria such as terms and conditions. use your Back button. Quote/Bid controls. If the item is unchanged from the previous round. Click the response link to access the Details page.15 How do I respond to a negotiation that has gone to an additional round of responding? A buyer can decide to close an active negotiation and restart it. check your response information. Click Import. After you have analyzed the updated negotiation information. There are several reasons why this might happen. notifications are sent to the original and any newly added participants.1. Once you have displayed the new negotiation. Browse to the location where you saved your spreadsheet file. After you have located the negotiation in which you wish to participate. 3. Click Submit. The Bid Confirmation/Quote Confirmation page displays your bid number. 5. you will need to respond to that item again. 9. your prior response is carried over to the new round. the initial round might have been simply for information gathering purposes. you can respond with your new Quote/Bid. If correct. If the buyer has updated an item for the new round. click Create Quote/Bid. 8. Verify the details of your quote or bid. Access the negotiation on which you wish to rebid. 2. If the negotiation is an RFQ. 5. Once the buyer has published the updated RFQ/Auction. If you need to make changes. 4. The system will validate the response information you entered in your spreadsheet.14 How do I rebid on an RFQ or auction? 1. The Multi-Round Modifications Summary page shows you negotiation information that has been updated since the previous round. or the invitation lists.

2. To respond to a negotiation that was amended before your first response: If the amendment was made prior to your first access. 5. You will not be allowed to enter a response in the negotiation. When you respond to such a negotiation. On the Acknowledge Amendment page. 3.17 How do I respond to an amendment to a sourcing document? After publishing a negotiation.Oracle Sourcing Help 5. Select the negotiation and click Respond. you will only be able to respond to the amended version. Once you have acknowledged all the amendments. Page 164/209 .1.1. 4. review the document information. 5. To be eligible for an award decision. you can continue to respond to the negotiation normally. If you placed a response before the amendment was made. click Cancel.16 Why would a negotiation have special terms and conditions? Your buying company can include customized terms and conditions that govern its negotiations. 6. 1. click Accept. To respond to a negotiation that was amended after your first response: 1. You are informed that the negotiation has amendments and are prompted to acknowledge them. Search for the negotiation. you must review and acknowledge the amendments and place a new response. click the checkbox and then click Acknowledge. these terms and conditions are presented before you enter the details of your response. the next time you access the system the status of your initial response will have been changed to Resubmission Required in the Your Active and Draft Responses section of the Negotiations Home page. If there are multiple amendments. Click Yes. If you do not accept the negotiation's terms and conditions. the buyer may need to update some of the information defined in the sourcing document. then continue entering your response. you must review and acknowledge each one. Review the negotiation's terms and conditions. Such updates are called amendments. Once a document has been amended. you must have reviewed all the amendments and placed a response to the latest one.

2. 7. Review the information. 5. 3. Deliverables are part of the contract terms the buyer may have defined and are typically additional pieces of documentation that must be provided by the supplier. The negotiation summary page shows the original version of the negotiation. Click the suffixed number links to see the different versions of the sourcing document. and you must respond to these deliverables before their dates expire. or click the Review Changes icon to see what information changed between a version and its prior version. 5. 6. The currently active version has the highest number and is the first entry in the table. Each deliverable has a due date. Click the negotiation number link to view the original negotiation and its updates. This includes responses to any contract terms the buyer has defined. you must acknowledge that you have viewed the amendment and placed a new response. Once you have acknowledged all the amendments. 4. Click "View Amendment History" to see the changes made to the original negotiation. To be considered for an award decision. the responsible party failed to perform the deliverable. The Amendment History page has entries for the original negotiation and any subsequently amended versions. Click Acknowledge. 1. there may be deliverables to which you must respond. If there is an X icon in the Alert column. Once you have completed the tasks outlined in the deliverable. you are presented the first amendment. Click the Update icon. If there is an exclamation point icon in the Alert column. If there are deliverables. If Oracle Procurement Contracts is implemented by the buying organization. the due date for completion of that deliverable has passed and that deliverable is late. Page 165/209 . On the Acknowledge Amendment page.1. The Review Changes page identifies the information that has changed. You can toggle between the current version and its prior version using the buttons. You use the Create Response page to enter your response to the buyer's negotiation. Contract terms are displayed in the Contract Terms section of the page. you respond to the deliverable and update its status. Click Acknowledge Amendment. which you must review and acknowledge. they will be listed in the Deliverables section.Oracle Sourcing Help 2.18 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. You are presented any additional amendments. 9. you can place a new response on the negotiation. The amended versions are suffixed with an incrementing counter. 8. and then click the checkbox acknowledging you have reviewed the amendment.

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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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. Negotiation Number The number assigned the negotiation by the system. Response Price The price at which you offered to sell the item. Reason Any message provided by the buyer explaining why the item was not awarded. 5. if any. Promise Date The date by which you promised to deliver the item. Response Quantity The number of item units you offered to sell the buyer. Your Response Number The number you assigned your response. Once a negotiation has been published.Oracle Sourcing Help 5. participants can communicate with each other by entering into an ongoing conversation called an online discussion.| 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. The Rejected Items page allows you to drill down into detailed information about the negotiation and your response to it. The Rejected Items page shows: Response Number The number assigned to your response by the system. Page 170/209 .2.2. or Buyer's Auction Item Description Description of the negotiation item.

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

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

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

select Print Document from the Actions menu. click the checkbox and then click Acknowledge. 4. Once a document has been amended. 5. you must review and acknowledge each one. Once you have acknowledged all the amendments. Click Yes. 2. 6. search for the negotiation you wish to print by clicking the Negotiation Number link. 3. 1. When the prompt box appears. Click the Contract Terms link in the navigation bar. 4. You are informed that the negotiation has amendments and are prompted to acknowledge them. you must have reviewed all the amendments and placed a response to the latest one. If there are multiple amendments. To be eligible for an award decision. open and inspect the print directly.2. 5. open and inspect the print directly or save it to a location and review the document locally. Such updates are called amendments. On the Acknowledge Amendment page. On the Negotiations Homepage. On the negotiation summary page. review the document information. Page 174/209 . 2. 3.10 How do I respond to an amendment to a sourcing document? After publishing a negotiation. or save it to a location on your machine and review the document there To print contract terms only: 1. When the prompt box appears. you will only be able to respond to the amended version. On the Negotiations Home page.Oracle Sourcing Help To print a negotiation (for suppliers): 1. Click Preview Contract Terms. 3. Select the negotiation and click Respond. Search for the negotiation. you can continue to respond to the negotiation normally. you must review and acknowledge the amendments and place a new response. To respond to a negotiation that was amended before your first response: If the amendment was made prior to your first access. the buyer may need to update some of the information defined in the sourcing document. 2. search for the negotiation for which you wish to print the contract terms by clicking the negotiation number link.

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

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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6 What if I have problems uploading files? Check the online Help about errors or failures. or if your upload does not complete. link. Your system administrator controls function security by creating a Responsibility consisting of different functions. some browsers will not upload files or browse directories whose names contain language-specific marks such as accents or umlauts. or task bar options? All system features are controlled by function security and your userid. button. or other feature. task bar option. Your Sourcing responsibility assignments determine which features you can use.1.Oracle Sourcing Help 6. Agreement Start Date/Agreement End Date The period during which the blanket purchase agreement is effective. the steps you performed that led to the problem. If you are using a slow dial-up connection. you should contact your system administrator to request additional function assignments. buttons. note the error text if any.1. 6. If you receive a Task Access Restriction message. Users who are associated with this responsibility can access and perform specific features. 6.4 Why can't I access some pages. try placing the file in a WinZip file to reduce the file size or using a faster connection to the system. Function security means that features can be used only by users who are allowed access to the features.1. links.2 Glossary A Agreement Terms (Blanket Purchase Agreement only) Agreement terms are optional. or if you cannot view or access a specific page.5 Whom should I contact about technical difficulties? If you experience technical difficulties with this system you should contact your system administrator. may time out before the system receives the file. or multibyte languages (such as Chinese). Then contact your system administrator. particularly for large files. and (for bulk load jobs only) the job number. Total Agreement Amount Page 180/209 . If you still cannot determine the cause of an error or failure. If the feature in which you are uploading allows. the connection. 6. and apply only when you have selected "blanket purchase agreement" as the auction outcome. Note: Depending on how the system is set up.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

and supporting documentation accessible. For additional information. Page 195/209 . to the disabled community. JAWS may not always read a line of text that consists solely of a bracket or brace. our documentation includes features that make information available to users of assistive technology. 6. a Windows screen reader. and Oracle is actively engaged with other market-leading technology vendors to address technical obstacles so that our documentation can be accessible to all of our customers.3.Oracle Sourcing Help 6.4 Product Integration and Licensing This documentation includes information about many features of Oracle Applications other than this product. and must be fully installed to take advantage of their features. 6. visit the Oracle Accessibility Program Web site at: http://www. and contains markup to facilitate access by the disabled community.3 Documentation Accessibility Our goal is to make Oracle products. with good usability. however. This documentation is available in HTML format. To that end.3. These other Oracle Applications may require separate licenses. 6. Oracle neither evaluates nor makes any representations regarding the accessibility of these Web sites. Standards will continue to evolve over time. services.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.com/accessibility/.oracle. The conventions for writing code require that closing braces should appear on an otherwise empty line. may not always correctly read the code examples in this document.

Amounts do not include lines where award quantity and award amount are unspedified. Inc. Copyright 2000 Three D Graphics. You can sort the report by clicking on the any of the underlined column headings To run the Awards by Supplier report. 7.1 What are the Sourcing Intelligence reports I can generate? You can generate any of the following Sourcing Intelligence reports: Awards by Supplier report Savings by Category report Awarded Bids Detail report Awarded Quotes report Perspective for Java licensed from Three D Graphics. If Current Price is not available.1. see Section 4. the report shows the total amount generated by each sourcing transaction. savings is zero. Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity.type (bid or quote).1 What are the Awards by Supplier report? The Awards by Supplier report displays a summary of all awards made by the buyer to supplier(s).1 «How do I run the reports?" Notes: Note the following when generating and evaluating report information o o o Any report displaying calculated amounts does not include any RFI amounts. as well as the total amount awarded to this supplier.Oracle Sourcing Help 7. Appendix 7.3. For each supplier. Inc. Page 196/209 .1.

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

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

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

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

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

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

To access an event: 1. The display can be shown in minutes. and the display is automatically refreshed using the new increments. Click View Event Negotiations to see details of the sourcing event. Once you create the appropriate price elements. In addition. Page 203/209 . Though the RFQs or auctions grouped in a sourcing event are related. the buyer may create a sourcing event to group together several related RFQs/auctions. You apply this element list to your auction or RFQ. events enable suppliers to quickly locate and participate in multiple similar RFQ/Auctions. the display begins at the time the negotiation was opened. The Sourcing Super User has this job function by default.Oracle Sourcing Help By default. Click the "View All Events" link. or days. or discrete costs such as shipping fees. 7. Click the Negotiations tab.6 Why are some RFQs and auctions associated with a sourcing event? In some instances. Sourcing Buyers may also have been assigned this job function by the system administrator. Such costs could include services such as training or consulting. 7. you can combine them into a price element list. hours. you must respond to each individually. Sourcing events help both buyers and suppliers monitor multiple RFQs/auctions as a group rather than individually. You can condense or expand the display by controlling its time display increments. Select the increment you want from the drop down menu. then click Auctions or RFQ in the task bar directly below the tabs. You must be assigned the Create Price Elements job function to create price elements. 3.7 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. 2. Select the event you want to view. rather than searching for them individually. You can also move directly to either the beginning or the end of the negotiation by clicking the appropriate small arrow icon. These costs can then be negotiated between a buyer and supplier just like the item price. Buyers can specify when they create the auction or RFQ how much they are willing to pay for these additional costs.

% of Item Price .this name must be unique within all price element names. From the Sourcing Welcome page. When you have finished entering. click the Auctions or the RFQs tab." 5.a fixed amount regardless of the number item units. Description . You return to the Price Elements page. Click "Create Price Element. 3. You can define the same price element to every language installed. Click "Price Elements" under Auction/RFQ Tools. Please see How do buyers and suppliers communicate while a negotiation is in progress? (See Section 2.how the cost for this price element is determined. click Done. You can change the statue to Inactive to prevent the price element from being added to any negotiations. enter information for the following fields: Code .this code must be unique within all price element codes Price Element Name . Fixed Amount . On the Price Elements page.a fixed amount for each unit of the item. 6. Per-Unit .a percentage of the final negotiated item price.Oracle Sourcing Help To create a reusable price element: 1. 2. Status . 7.a text description of the price element Pricing Basis .The default status is active.4.9) Page 204/209 . select the language for which you are defining the price element. 4. On the Create Price Element page.8 Can suppliers communicate with each other while a negotiation is in process? This file has been obsolete.

You can create templates that include both clauses and deliverables. Add the clauses to a contract template. the text of a standard clause in the business document can be changed. Standard Clauses A standard clause is a clause defined in the Library (See Appendix 7.Oracle Sourcing Help 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. Non-Standard Clauses Non-standard clauses exist only in business documents. You can either approve clauses before adding them to the contract template. the contract template can contain both approved and draft clauses.1 About Clauses A standard clause is the legal or business language used to author a contract.2 “About the Contract Terms Library”). Approve the contract template. all the clauses in the contract template automatically become standard clauses in the business document. 3. Page 205/209 . at which point the clause becomes a non-standard clause. 2. In order to make standard clauses available to be used in business documents. After you apply the contract template to a business document.9.9. You can create and modify standard clauses in the Library. A non-standard clause is a clause that you create to add in directly into the business document. or a standard clause that you edit and make non-standard. Apply the contract template to a business document. or you can leave the clauses in draft form. Unless protected. Prior to approval. you must perform the following steps: 1. 7.9 About Contract Templates Oracle Contracts enables you to define a standard set of templates to easily default terms and conditions for contracts authored by your organization. not in contract templates. Clauses are drafted based on both business and statutory requirements.

System variables are also available to be used in defining Contract Expert rules. and supplier name.1.9. In addition to standard clauses and contract templates. Another key feature of the Library is the ability to establish global standards and enforce these standards enterprise-wise. Templates provide a framework for rapid assembly and creation of contracts. Local organizations can then use or duplicate these clauses and templates and customize them to meet their own specific local requirements. 7. You can use the Contract Expert feature of Oracle Contracts to create rules that represent the business policies of the organization. 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. During authoring. customer name. these tokens will be substituted with values from the business document.1 About the Contract Terms Library The Contract Terms Library is the central library of all pre-approved clauses. These capabilities provide the foundation for contract process standardization and control across the enterprise.2 About Variables Oracle Contracts supports the use of business variables (tokens) in clause text. Organizations can manage clauses and templates centrally in a global organization. and variables. Page 206/209 . which will be automatically substituted with values when the clause is used in a contract.9. These rules can be applied on a business document to bring in additional clauses based on the information in the business document. Clauses can be grouped into sections and stored as reusable contract templates to codify best practices. You can embed system variables in the clause text. contract templates.Oracle Sourcing Help 7. the Library supports the creation and maintenance of a library of folders. sections. Note: The Contract Terms Library is generally referred to as the Library. The Library gives the legal department and business organizations a powerful tool to create reusable clauses. This section also includes the following topics: o o Variable Identification Value Sets for Variables System-Defined Variables These represent contract document attributes such as payment terms. and Contract Expert rules that can be used to create contracts across the enterprise.

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

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

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

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