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

..... 102 2................................................................................ 105 2. 115 2............ 98 2...........................................................3...........7 How do I analyze the responses I have received?....... 114 2..4........1...................................... 110 2.......5 How do I create a deliverable and use it in a negotiation document?...............................3..........4..... 99 2......................4.. 84 2. 109 2...................................... 114 2.............4.........1........ and how do I use them?.....................3.................. 102 2...............................8 What are price breaks..... 88 2................ 96 2...........4 What are Your Negotiations at a Glance?.......4...............4.................9 How do buyers and suppliers communicate while a negotiation is in progress? .....2 Using Oracle Services Procurement and Oracle Procurement Contracts.1.... 107 2.............. 97 2......................................6 How do I copy a sourcing document?.......2...........4............................................................................................ 91 2..... 84 What are Reusable Price Element Lists............................... and how are they used? .......................11 Who can participate as team members? ..................... 105 2...... and how do I use them in my negotiation?.................2 How do I monitor the negotiations I have created? ...................................................... 108 2.....1......3.......... 100 2..13 What is shortlisting and how do I use it? ................................ 93 2...........................6 ......7 What are price breaks.....4....................................1.........12 How do I change my auction's AutoExtend settings while the auction is in progress?. 96 2..............3.....3.........5 2....14 How do I initiate a new round of responding?........ and how do I use them in my negotiation?.............4....................... 98 2...................... 112 2...............1................1 How do I access negotiations? ......... 86 2....3.................................4 Can I create and save sourcing documents without submitting them? ...... 116 2............1.............1............3..................4 What are contract terms and conditions...........................................................................4 Additional Creation Topics ..............1.. 117 Page 5/209 2.....1 How do I create a deliverable and use it in a negotiation document?..................3....3 How do I define services related lines?....4......................7 What are contract terms and conditions....................................... 104 2..10 Can I invite additional suppliers to a negotiation I've already created? .....................................1.....3............................................... 100 2..1....6 How do I download the responses I have received? ...2.......... 106 2.2 What kind of services can I negotiate for?..........4.......................... 103 2......12 How do security levels work? .1.......Oracle Sourcing Help How do I use price elements? ...........1.....10 How do collaboration teams work? ......3 How do I respond on behalf of suppliers without Internet access?.13 What are global agreements.................................................3.8 How do I view the backing information for lines AutoCreated from Oracle Purchasing?..................1...........1 What are some negotiations strategies I can use? ............4.......1......................2...3.........................1.. and how do I use them?......3...........11 How do I extend a negotiation that is in progress? ....................... 95 2...........................................3 Monitoring Negotiations.3......4.....5 How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line?..3.. 103 2................... 106 2................................................. and how do I create and use them? ..........................................................9 What are amount based line types.............1....... 107 2...............................3 Are there any shortcuts available when creating a sourcing document? ....................................................3................3..........2 What is a sourcing event? ......................2. 88 2......... and how do I use them?...... 92 2.........

........1.....................19 How do I view the approval history for my negotiation? ......................5 Searching..............12 How do I generate a purchase order document? ............................1.1 Searching for your negotiations in which you are participating: .. 143 4................................1 How do I search for information on Oracle Sourcing? ........1.............................. 141 2........4....................4 Searching for suppliers:.....3 How do I export data to a spreadsheet? ...............2 Savings by Category report.....3 Searching for draft negotiations .1.... 137 2.......1 What is Sourcing Intelligence? ...............17 How do I create an amendment to a negotiation? .....3....................................................... 131 2............................................2 What is the Savings by Category report?..4.................. 122 2.................6 Searching for addresses:....................................4....................13 What is contract binding?..........2.. 145 4....5...........3............... 124 2..............................................................1 What is the Awards by Supplier report? ....2...... 120 2........................ 139 2...............................................1... 145 What is the Awarded Quotes report? .... or auction? ........................................... 124 2...........5.....5.2 How do I unlock and unseal a sealed RFQ or auction? ......................................1 How do I run reports? ................................................5....2.1.1 Awards by Supplier report . 137 2.............................. 136 2. 139 2.......3........5 Searching for lines and categories................Oracle Sourcing Help How do I close a negotiation before its scheduled close date and time?..................................................4.............. 147 4.................. Sourcing Buyer Intelligence Reports............................. 127 2.............2 Intelligence Reports ............3..............................1 How do I update my Sourcing personal options? ...................1....................4. 143 4..................2 What are the Sourcing Intelligence reports I can generate?...................9 How do I disqualify responses I receive for an RFI.... 144 4.3....................................3 What are the different methods I can use when performing awards? .... 124 2.............................. 143 4.................4........................................ 138 2....... 120 2.........20 How do I manage deliverables I have assigned to a negotiation?... 130 2.................4.........................4................... 145 4........1.... 148 Page 6/209 2...................................................... 138 2.....1....4 Awarding Negotiations ...... 124 2........... 147 4........6 How do I manually score header attributes? ...................................2................ 144 4...........................2... 123 2.1.......... RFQ............................. 140 2..18 How do I print information on my negotiation? ............................................ 141 3........................................................................................ 147 4.......5...................5.................................4 How do I award business in an RFQ or auction?....3 Awarded Bids Detail report .............4......................................................7 How do I use a spreadsheet to award negotiation items?..................................................... My Profile ......1...16 How do I cancel a negotiation?................................ 133 2..5 How do I download the responses I have received? ..............................5.......... 129 2.................................1.........1 Introduction to Sourcing Intelligence......................................................................... 142 4...........................1 How do I view the responses I have received? .............. 120 2....11 Can I see information on my negotiations once I have completed awarding them? .............4......4.4 Awarded Quotes report ...2 Searching for all negotiations to which you have access:... 143 4......... 121 2........................1......... 144 What is the Awarded Bids Detail report? .3................... 128 2..15 ............... 142 3........10 What information is contained on the Award Summary page? .2.........................4.......1........1.............................7 Searching for lists.............. 137 2.. 135 2.........5............................3. 133 2........................................................................................ 143 4.....4................8 How do I allocate backing requisitions among awarded items? .

..1...................2...............2.............. 177 6.............1............................1................1...........13 How do I download a spreadsheet and respond offline?...........2...................3 What is a WinZip (or zip) file? ..........1 How do I access negotiations? .. 159 5.......................................................................................... 165 5.. 162 5..........1...... 164 5........... 167 5....................................3..1........................... 176 5............6 What information is contained on the Rejected Items page?...................................................................... 178 6..... 178 6.....10 What is proxy bidding and how does it work?.........1...1........................12 How do I respond to a service-related line?.................2 How do I use Quick Links?..... 161 5............................2......15 How do I respond to a negotiation that has gone to an additional round of responding?............................11 How do I respond to a deliverable defined to a negotiation?......1 How do I monitor negotiations to which I've responded? ............................................7 How do I view the attachments associated with the negotiation to which I am responding? ............................................ 153 5....................................... 158 5............. 166 5............... 163 5............................................... 167 5.......... 159 5......2..........1 What are the benefits of registering and participating in this system? ............................... 167 5...........17 How do I respond to an amendment to a sourcing document? ...... 152 5............................2........... 150 5.... 173 5...........1.......2........................................................... 154 5.........1................. Additional Information......1............ 179 6.. Help for Sourcing Suppliers.......... 168 5...................................................................1 How do I search for negotiations? ......1...8 How do I use item attributes and price elements when responding to a negotiation? ..... 175 5...1....... 163 5.. 174 5.. 150 5............................................ 170 5.................................................9 What is AutoRefresh? .................................6 How do I submit a response online? ................10 How do I respond to an amendment to a sourcing document? .... 170 5.....2....................................1.......7 How do buyers and suppliers communicate while a negotiation is in progress? ...................2 How do I use Quick Links?............. 179 Page 7/209 ......................1....................Oracle Sourcing Help 4......................1 Additional Topics ..........2 Monitoring Negotiations............................. 150 5........ 151 5...........16 Why would a negotiation have special terms and conditions? .................................5 What information is contained on the Awarded Items page? .........................3 How do I track the status of my responses?...............2.............9 How do I print information on my negotiation? ...1...5 How do I respond to a Request for Information (RFI)?.................... 177 5..... 149 5................................................3 Searching........2...............11 How do I turn off proxy bidding? ................................ 178 6........1............................................................................... 169 5..................... 167 5............14 How do I rebid on an RFQ or auction? .......18 How do I respond to a deliverable defined to a negotiation?.......................4 What information is contained on the Disqualified Responses page? ........................................................................................................2. 164 5.......2.... 152 5..........................................................................................................................................2.3 How do I respond to a negotiation? ..................................12 What is power bid?.8 How do I turn off proxy bidding? ..........................................1.19 How do I respond to a service-related line?........1...............4 What is the Awarded Quotes report? .......1..2....... 148 4.................................2 Can international companies participate? ..................1....3 What is the Awarded Bids Detail report? ...............................1.......... 161 5.............................4 How do I view the details of a negotiation before placing a response? ............ 172 5.........1 Responding to Negotiations........... 158 5.............

.. 180 6.................................. 204 7.......3... 207 Variable Identification .......... 207 User-Defined Variables..............................................................2 Accessibility of Links to External Web Sites in Documentation...................................2 Reusable Attribute Lists ................................................................ buttons................................. 195 7.....1 How do I create an attribute list? ..................... 197 7...............................................................8 Can suppliers communicate with each other while a negotiation is in process? ........... 195 6...................Oracle Sourcing Help 6....... links............................1.................9....5 How do I use the Graphical Monitor to view responses to items in my negotiation?.............3..... 206 Table Variables ................................ 199 7................. 196 7.......................................................................2...............................................4 Product Integration and Licensing....1...................... 198 7................................................................ 198 7............................9 About Contract Templates .................................1 What are the Sourcing Intelligence reports I can generate?.... 208 7............... 195 6....................................................1.....4 What is the Awarded Quotes report? ................1 What are header attributes and how do I use them?..................1.............5 Whom should I contact about technical difficulties?............... 197 7................................ 205 7........................................................6 What if I have problems uploading files? ..................7 What are reusable price elements and how do I create them? ...................1.................... 196 7..................................... 196 7...................3 About Deliverables...................................1 Accessibility of Code Examples in Documentation ...... 208 Page 8/209 ....................................3 What are score settings and how do I use them with header attributes? .3 What is the Awarded Bids Detail report? .....2 About Variables . 205 7.2 What is the Savings by Item report? .......................................................................... 205 Standard Clauses ....3 Documentation Accessibility ....9..............9........4 How do I enter business terms and conditions for my RFxs and auctions? ............................. 180 6.. 202 7...................................................6 Why are some RFQs and auctions associated with a sourcing event? ..1........................................... 205 Non-Standard Clauses..1 About Clauses ........ 203 7.................9...................2 Glossary......................................................... 207 Deliverable Variables.......................1................... 180 6.. or task bar options? ...........3.. 195 6.......... Appendix ............................... 206 7...........................................1 About the Contract Terms Library............................................................................. 200 7............................................................................................................................................................ 198 7.................4 Why can't I access some pages............................................................................................................................ 199 7..... 206 System-Defined Variables .................... 180 6.........................................................................1.. 207 Value Sets for Variables.............................1 What are the Awards by Supplier report? .......................... 203 7...................

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

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

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

requests for information (RFIs).1 “How do I create an attribute list?”) Reusable Invitation Lists (See Section 2.1.1. who might never meet face-to-face. Common Functionality All sourcing document types have the following common functionality to simplify the negotiation creation process: Reusable Attribute Lists (See Appendix 7. “How do I create and edit negotiation templates?”) and Copy features (See Section 2. Buyers use real-time interaction to obtain information on suppliers' products and services.1. The four different types of sourcing documents available .1.1. Buyers and sellers.7 “Can I accept responses in multiple currencies”) Multiple Language support Notes and Attachments (See Chapter 6.6 “How do I copy a sourcing document”) Multiple Currency support (See Section 2.requests for quotations (RFQs).2 “Glossary”) Terms and Conditions enforcement (See Section 5.1 Frequently Asked Questions: Oracle Sourcing 1. and buyer's auctions. and then use that information to create negotiations that drive prices based not only on price.1.2.4 “How do I create and edit a reusable invitation list”) Sourcing Template (See Section 2.Oracle Sourcing Help 1. Page 12/209 .16 “Why would a negotiation have special terms and conditions?”) RFIs Oracle Sourcing allows buyers to qualify a wide group of suppliers and their products and services using RFIs.2.2.3. Buyers can use the information obtained to subsequently conduct an RFQ or buyer's auction. and item-specific attributes.1. but on lead times.2.4. quantity. enabling them to efficiently obtain the best possible prices for goods and services.2. can bypass intermediaries and establish relationships that might not have been possible using more traditional methods of buying and selling.1 What is Oracle Sourcing? Oracle Sourcing offers flexible negotiation capabilities to buyers and sellers. Prices are established based on actual supply and demand at the time the negotiation is transacted.2 Getting Started with Oracle Sourcing 1.

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

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

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

Oracle Sourcing Help Attribute Based Bidding (See Section 5. have previously created.3. and invitation list are copied into a new document which you can edit if necessary.3 What time saving functions are available to me when creating negotiations? There are many ways you can streamline the creation of sourcing documents: Copying an existing document You can copy documents that you.1.1.2) Information obtained during the RFI can be used to create a new negotiation document.1. or any other users in your organization.4.4.8) Extend/Early Close (See AutoExtend (See Section Section 2.3. Multiple If allowed by bidders may multiple bids.4.11) an RFQ or close an RFQ earlier Early Close (See Section than the 2. submit Other Proxy Bidding (See Attribute Based Section 5.1.15) Buyers can manually extend an RFI or close an RFI earlier than the scheduled close date.4.10) Bidding (See Power Bidding (See Section 5.1.1.10) Price Elements Attribute Based Bidding (See Section (See Section 5.1.11) 2.1.7) 1.8) RFIs use item attributes to solicit item information from suppliers. Bids buyer.11) Price Breaks (See Section Price Breaks (See Section 2.4.4.8) Price Elements (See Manual Section 5.15) scheduled close Minimum Bid date.8) Section 5.1.1. Multiple Quotes The RFQ business process allows suppliers to submit a single quote per round.8) 5.1.2. Decrement/Increment (See Section 2. The details of the document such as the controls.1.1.7) 2. item information. Manual Extend/Early Close (See Sections 2.11) Buyers can Manual Extend (See manually extend Section 2. terms and conditions. Convert to negotiation document (See Section 2.11/2.1. Page 17/209 .

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

These attributes represent important aspects of the item for which the buyers need information from their suppliers. 1. From this page you can access and edit any of your draft negotiations. you can click "Manage Draft Negotiations" to access the Manage Draft Negotiations page. When creating an RFI. ensuring that only one user can work on a draft at any time. called item attributes.6 What is attribute based negotiation and how can I use it? Attribute based negotiations enable buyers to define multiple item-specific characteristics. quantity.Oracle Sourcing Help 1.5 Are reusable invitation lists and reusable attribute lists shared across all three negotiation types? Yes. these lists are shared across all document types and can be accessed by the buyer as required. The document is released when Page 19/209 .1. How do I continue working on it? You can continue working on a document saved as a draft by After clicking Save Draft. 1. You are granted exclusive control until you release it. you see the Confirmation page." Alternatively. 1. that allow bidders/suppliers not only to respond to the price.7 I just saved a negotiation as a draft document.2.8 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. or display only.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.2.2. Depending on the setting chosen during the negotiation creation. these attributes can be either required.1. 1. you can click "Continue editing your draft. buyers define attributes for negotiation items. Suppliers reply to the item attribute.1.1. in essence "answering" the buyer's question. 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. but also to other features salient to each item. From this page.1. Buyers can efficiently create and award RFQs and auctions while suppliers can also use this functionality to assist in bidding in auctions or submitting quotes for RFQs. optional.2. Item attributes and their responses comprise the heart of the RFI process. and delivery.

10 If I have saved a draft of a new Quoting/Bidding round. (The original creator can always unlock a draft. Each has its own benefits: Page 20/209 .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.1. You delete it from the Manage Draft Negotiations page. The draft creator selects the draft and clicks Unlock on the Manage Draft Negotiations page. If you wish to create a draft for a new round.) 1.2. 1. can I award business to quotes/bids from the previous round? Once you save a new round of Quoting/Bidding.1. What are the differences? You can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing. However.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.2. can unlock draft auctions/RFQ which were locked by other users. You submit it (the draft becomes a valid negotiation in the system). you are not required to enter any information.2. The system automatically updates the status of the previous round to Closed. 1. (Users with the appropriate function security. You can save an negotiation as a draft as soon as you get to Step 2. It is removed from the system.1. 1.12 I know I can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing. The information from the previous round is enough to save a draft. Negotiations with Round Completed are not available for awarding.2.) Another user removes the lock.Oracle Sourcing Help You save it. making it available for award. you can delete the draft for the new round from the Manage Draft Negotiations page. such as the Sourcing Super User. the system automatically updates the status of the previous round to Round Completed.1. Negotiations lines entered directly in Oracle Sourcing can include item numbers and item revisions if the item information was retrieved from the Item Master.

or need-by date.2.1. the system calculates a weighted score for each attribute response and a Total Score for the item. 1. 1. Weights and scores can be assigned to the custom attributes. Scores are numbers between zero and 100 and are assigned to each possible attribute value or range of values. quantity.2. Page 21/209 . breaks. The goal of scoring is to motivate a respondent to respond with quotes/bids most closely matching the desired attribute values. Custom attributes having weights and scores are called weighted attributes and require a response. the more important the attribute to the item. The old Sourcing negotiation number remains on the requisition line until a buyer creates a new negotiation using the requisition.Oracle Sourcing Help RFQs/auctions in Oracle Sourcing Real time bidding. the more desirable the attribute value or range of values.13 What happens if I cancel a negotiation having backing requisitions in Oracle Purchasing? As soon as you cancel a negotiation with backing requisitions.1. It then ranks the scores for the same item from different respondents based on a Price to Total Score ratio. 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. 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 requisitions become available again to AutoCreate in Oracle Purchasing. The higher the score. This allows the buyer to define the relative importance of each attribute by assigning weights to these attributes and scores to expected values for each attribute. The higher the weight.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. As responses are received. 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.

17 Can I accept multiple currencies in my negotiation? Yes. however. quantity.2. To lower the ratio for an item included in a bid.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. item attributes can be scored and weighted. The lowest ratio receives the highest rank.2. suppliers can quote/bid on price. delivery dates and attributes of an item. However.1. In both price-only and Multi-Attribute Weighted Scoring negotiation.18 How do I invite non-registered supplier contacts to register with the system? If a supplier company has already been defined to your system (using Oracle Purchasing) and you know of any non-registered contacts at the supplier company whom you wish to invite to current or future negotiations. Whenever you view the responses you have received.1. It is the ratio of Quote/Bid price of an item to the sum of the weighted scores of all the Quote/Bid values submitted for that item. The buyer can still award the item regardless of the ratio. 1. they are allowed to respond in only one currency per response. it offers the best value for the money. The lowest ratio among competing responses may not offer the lowest price. In a Multi-Attribute Weighted Scoring negotiation.1. 1.16 What is the difference between Price-Only and Multi-Attribute Weighted Scoring RFQs/auctions? In a price-only negotiation.2. A buyer can view bids plotted on a Price to Total Score graph to assist in analysis of quotes/bids. you can invite these users Page 22/209 . the system ranks the supplier only on the basis of price. reflected in the Price to Total Score ratio. Though suppliers in a multi-currency negotiation can submit responses in several currencies. but it offers the lowest price per point of score. the negotiation currency defaults to the functional currency defined for your operating unit.Oracle Sourcing Help 1. 1. you can allow bids or quotes in currencies other than the negotiation currency. the buyer can still award the negotiation to any supplier regardless of the Price to Total Score ratio values. the bidder/supplier must lower the Quote/Bid price for the item and/or submit responses to the weighted attributes that increase the total score for the item.2.1. the system will automatically convert the responses to the negotiation currency. In other words. When you create a new negotiation. The winning response is decided based on the buyer's definitions of the relative importance of item attributes.

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

" 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. On the Register an External User page. Select the applications to which the user will have access. You receive a confirmation that the new user has been registered. 1. click "Register a Supplier User.Oracle Sourcing Help To register a user yourself: Anyone with the Sourcing Super User authorization.20 What is the purpose of notifications? Who receives them and when? Notifications are used to communicate specific events to users. Click Register. 3. 1.2. enter the required information.2.1. a buyer with the appropriate authorization can add the company to your Supplier Master).1. acknowledge intent. Search for and select the supplier company name by using the flashlight icon (if the supplier company information does not exist within the system. can directly register and approve users. From the Portal page. 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 . Invitations are automatically sent to each supplier. 1.19 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. Event Recipient Purpose To inform them that the negotiation is open for previewing or bidding To invite them to acknowledge intent.

1. they receive a reminder email notification once the negotiation has opened for either previewing or responding.2. and the close 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 1.21 When does an invitee receive a reminder email notification? If companies do not acknowledge participation by a certain time. or all a certain Quote/Bid has been quote suppliers in the sealed disqualified RFQ. 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 .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.

Such acknowledgments are intended to enhance communication between buyers and suppliers and inform buyers of the potential participation. canceled or deleted before the reminder time. you can download a spreadsheet which you can complete offline to specify your response information. You cannot respond to any negotiation that your company owns.23 Can I respond to a negotiation created by someone in my company? No. they do not receive reminders. the reminder is not sent.2. If additional companies are added before the original reminder time. Once you have completed this spreadsheet. Bulk loading is also useful if you respond in similar negotiations that occur repeatedly. they receive it at the original reminder time. however. If the buyer starts another round of negotiation before the reminder time. Otherwise.Oracle Sourcing Help More than 24 hours but less than one One day after the Preview/Open Date week Equal to or longer Three days after the Preview/Open Date than one week Notes: If the buyers manually advance the close date to before the original reminder time. If the negotiation is closed. Page 26/209 .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.1. these new invitees receive reminders at the original time. The new round of negotiation is now treated as a regular new negotiation and invited companies in the new round should acknowledge their intent to participate again.2. you can upload it to enter your responses into the system to. 1. 1. 1.1. It is not mandatory to acknowledge your intent before submitting responses.2. if they are added after the original reminder time. you can respond to negotiations created by your company's affiliates. then invitees do not receive any reminder. However.22 Do suppliers need to acknowledge their intent to participate before submitting responses? Suppliers are encouraged to acknowledge their participation intention after they receive the invitation email. then invitees do not receive a reminder.1.

25 Can I invite additional suppliers to an RFQ or auction I've already created? Yes.1. click the response number link to view the information on that response including the corresponding purchase order created for that response. You can check your Notifications for the Purchase Order Creation Notification. As the system administrator. and then click "Negotiations Configuration. you can enter a maximum of 2000 characters. On the Award Summary page. you can require a particular indicator be used for all negotiations.1. Click the Administration tab. You can search for the purchase orders in Oracle Purchasing by entering the negotiation data. Any user assigned the appropriate job function can add suppliers to an RFQ or auction any time before the close date and time." Select the indicator and specify whether users can override your selection. In Oracle Sourcing.1.2.26 How many characters can be entered into the Item Description and the Note fields? For an Item Description field. 1. the negotiation number. For a Note field.1. which includes the purchase order numbers along with other information. for example.Oracle Sourcing Help 1.28 How can I check which purchase orders were created after completing my RFQ/auction? There are various ways to check which purchase orders were created. On the Negotiations Summary page.2. select Award Summary from the Action menu and click Go. You can also search Oracle Purchasing by entering the original requisition information. access the negotiation whose associated purchase orders you wish to see by entering the negotiation number into the Search Negotiations fields. This displays all purchase orders for a particular negotiation. 1.2. 1.2.27 Can the system administrator require buyers to use a certain rank indicator? Yes. you can enter a maximum of 240 characters. Page 27/209 .

1 “How do I create an attribute list”). Once suppliers have submitted an initial round of quotes.Oracle Sourcing Help 1. RFQs typically consist of multiple rounds with competition focused on whether supplier(s) can meet the specific requirements. buyers can review quotes and award the RFQ or submit a modified RFQ for another round of quoting. Page 28/209 . Quote preparation and submission (See Section 5.1.1. Suppliers cannot view competing quotes while the negotiation is in progress. Steps in the RFQ process include: 1.2. RFQ is typically used for complex items or services such as made-to-order manufacturing items or construction projects. Buyers initiate RFQs that may include multiple line items by publishing the RFQ and inviting suppliers.4 “How do I create and edit a reusable invitation list”). Reusable invitation lists (See Section 2. Once the RFQ is completed. RFQ monitoring (See Section 2.4 “How do I award business in an RFQ or auction”).5. Price elements (See Section 2.1. RFQ creation (See Section 2. RFQ Capabilities RFQ templates (See Section 2.1.3.1 “How do I create a new negotiation”).Suppliers view the RFQ details and submit their quotes online. Reusable attribute lists (See Appendix 7.4.3 “How do I create and edit negotiation templates”).Buyers can monitor real-time quote activity and take appropriate action. Buyers analyze the quotes and either award the RFQs or modify the RFQs and open them for another round of quoting. 3.2 Getting Started with RFQs RFQs support the full business process to solicit quotes from suppliers. The RFQ process usually lasts days or weeks through multiple rounds of negotiations. suppliers are immediately notified of the results via online notifications.1. The suppliers' responses to the RFQ allow the buyer to compare quotes and negotiate the best price and specifications for the good or service. 4.5 “How do I use price elements”).2 “How do I monitor the negotiations I have created”). RFQs supports both blind and sealed RFQs. 2.2.3 “How do I respond to a negotiation”).2.2.1. RFQs enable buyers to collect quotes from suppliers for complex and hard-to-define items or services. RFQ modification or awarding (See Section 2.

and how do I use them”).4.15 “How do I close a negotiation before its scheduled close date and time”).1.16 “Why would a negotiation have special terms and conditions”) Quoting online (See Section 5. Graphic RFQ monitor (See Appendix 7.4.4.14 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”).5.2 “Glossary”).Oracle Sourcing Help Price breaks (See Section 2. Multi-round quoting (See Section 2.9 “How do I disqualify responses I receive for an RFI. Manual extend (See Section 2.5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Purchase order generation Attribute based quoting (See Section 5. (See Section 2.2 “Glossary”).5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”). RFQ.1.4 “How do I award business in an RFQ or auction”).1.8 “How do I use item attributes and price elements when responding to a negotiation”).11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2. Quote comparison (See Section 2.14 “How do I initiate a new round of responding”).3.7 “What are price breaks. Page 29/209 .13 “How do I download a spreadsheet and respond offline”).2 “How do I monitor the negotiations I have created”). or auction”). (5. Online or offline awarding capability (spreadsheet awarding). Terms and Conditions enforcement (See Section 5.4. Integration with Oracle Purchasing (See Section 2. Canceling RFQs (See Section 2.16 “How do I cancel a negotiation”)and Disqualifying quotes (2.6 “Why are some RFQs and auctions associated with a sourcing event”). Multiple RFQ styles: blind or sealed (See Section 6. Capture Total Cost (See Appendix 7.1.4.4. Monitoring quote activity in real-time (See Section 2. Sourcing Events (See Appendix 7.1.6 “How do I submit a response online”) and offline (spreadsheet quoting). Real-time status updates Notes and attachments (See Section 6.1.5.7 “What are reusable price elements and how do I create them”).

In a Multi-Attribute Weighted Scoring RFQ.2.1 What are the Unlock Date and the Unseal Date? The Unlock Date is the date when the buyer unlocks the closed RFQ to view the received quotes. 1. You can contact the buyer who created the RFQ and ask to have your quote disqualified. ensuring the integrity of the submitted RFQ items.3. 1. Suppliers can choose the Quote currency in which they will place their quotes. This allows you to create your multi-line RFQ quickly.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. you can submit multiple quotes within the same round. You can prepare your list of RFQ items offline and upload the completed spreadsheet.3. 1.3 Frequently Asked Questions: RFQs 1.2.5 What is the most efficient way to create an RFQ with several line items? You can use the spreadsheet functionality to create an RFQ with several items. but you must enter the weights and scores for an item's scored attributes online.2. but quote disqualification is at the discretion of the buyer.2. 1. The Unseal Date is the date when the buyer unseals the unlocked RFQ allowing the suppliers to view the quotes as well. Quote Currencies Additional currencies in which quotes will be accepted. 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. Page 30/209 .2 Can I submit multiple quotes per round? If allowed by the quote controls.3. It is the RFQ buyer's reference and review currency.Oracle Sourcing Help 1.3.2.3 Can I cancel or retract my quote? No.2.3. you can upload items using a spreadsheet. The system validates the data. Quotes are converted to the RFQ currency for quote review.

6 What is the most efficient way to quote on many line items in an RFQ? If an RFQ consists of many line items. and why would I enter one? In an RFQ whose outcome is a standard purchase order. completing multiple item attributes.2. See How do I invite suppliers to my RFQ or auction? for details on identifying contacts. In an RFQ whose outcome is a blanket purchase agreement. you can enter the address in the Additional Contact Email field during negotiation creation. An automatic invitation will be sent to each invited supplier.2. 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.11 Can I invite additional suppliers to subsequent rounds of an RFQ? Yes.3. This is one of the feature of RFQs and mirrors the general off-line behavior of this negotiation model.9 Is an RFQ always blind or sealed and why? An RFQ is always either blind or sealed. You can invite suppliers by selecting them from the supplier master list.2.2. In all other cases.3. 1. Page 31/209 . During the upload. When creating additional rounds for an RFQ.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.2. 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.3. you can invite additional suppliers by using the same process employed during the initial RFQ creation. 1.3. you can enter a Promise Date to differentiate your response from other competing responses. the Promise Date is optional.Oracle Sourcing Help 1. 1. 1. Suppliers complete the quoting process by uploading the spread sheet back to the system.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. Downloading the RFQ contents allows suppliers to quickly respond.2. Promise Date is an required field.3.8 What is the Promise Date.3. When Promise Date is an optional response. Once the supplier has provided you the email address.

Use the negotiation number in the Search Negotiations fields on the Negotiations Home page to access the negotiation.3. you can modify the following: Title Style Ranking method Rank indicator Preview Date/Time Open Date/Time Close Date/Time Award Date/Time Collaboration team information Item information Invitation List Notes and attachments Page 32/209 . you cannot see either the name of the respondent or the details of the bid until you unlock the RFQ. 1. Once the buyer has unlocked and unsealed the quotes.15 How do I start another round of quoting in an RFQ? Once an RFQ has been closed. 2.2.2. 3. can I see who is bidding? In a sealed RFQ. you can use the Graphical Monitor to view quotes.2. On the Start New Round page.3.Oracle Sourcing Help 1. 1. you can see how many quotes are being placed. you can manually close your RFQ earlier than the original close date/time. 1. Select Start New Round from the Action Menu.2. 1.14 Can I close my RFQ earlier than the original close time? If you select the Early Close option when specifying quote controls. you can start another round of quoting. On the Negotiations Summary page. select Close Early from the Action menu to close the RFQ. however. none of the details are available for viewing by any suppliers.12 In a sealed RFQ.3.13 Why can't I see the graphical monitor in a sealed RFQ? While an RFQ is sealed.3.

Because most auctions are open for short periods of time.1. Auctions enable buyers to solicit bids for goods and services that are clearly defined. Negotiations allows buyers to establish either public or private auctions to meet the specific needs of buyers. Prices are established based on actual supply and demand at the time the auction is transacted.4 Getting Started with Auctions Getting Started with Auctions Auctions offer complete. Responding to the auction (See Section 5. quantity and item-specific attributes. although the close time can be extended manually or automatically based on last minute bids. Auctions allow real-time interaction to drive dynamic prices based on information that extends beyond price to include lead times.1.3 “How do I respond to a negotiation”).2. Steps in the auction process include: 1.The buyer defines the auction and includes all the auction item information.1. Auctions last for a set period of time.1 “How do I create a new negotiation”). 2.16 Can I modify an initial RFQ for the next round? You can modify the following information for each round of an RFQ: Preview date/time Open date/time Close date/time Award date/time Need by date List of invited suppliers Attachments 1.3. Bidders participate in the auction by viewing the Page 33/209 . the bidding process moves quickly which results in increased competition. typically a matter of a few days. the business terms and conditions and intended bidders. Creating the auction (See Section 2. flexible auction capabilities to buyers so they can efficiently obtain the best possible price for goods and services.Oracle Sourcing Help 1. Auctions are typically focused on creating competition between bidders.2. such as office furniture or memory chips.

7 “What are price breaks.4. Monitoring the bid responses (See Section 2. If permitted by the auction rules.1 “How do I create an attribute list”).10 “What is proxy bidding and how does it work”). Minimum Bid Decrement/Increment (See Section 2. Auction features include: Auction templates (See Section 2. Page 34/209 . Power bidding (See Section 5. Proxy bidding (See Section 5. Manual extend (See Section 2.6 “Why are some RFQs and auctions associated with a sourcing event”). bidders are immediately notified of the auction results via online notifications.5 “How do I use price elements”).12 “What is power bid”).2 “How do I monitor the negotiations I have created”). Multiple Auction styles: open.1.11 “What are response controls”).1.1.1. blind or sealed (See Section 6.8 “How do I use item attributes and price elements when responding to a negotiation”).5. Price breaks (See Section 2. and how do I use them”). Reusable invitation lists (See Section 2.7 “What are reusable price elements and how do I create them”). bid attribute value(s). bid quantity. Attribute based bidding (See Section 5.1. Price elements (See Section 2. Autoextend feature (See Section 2.4.2.4.1. 4.1. The buyer analyzes the bids and awards the auction based on the price.1.15 “How do I close a negotiation before its scheduled close date and time”).4 “How do I create and edit a reusable invitation list”). Reusable attribute lists (See Appendix 7. Capture Total Cost (See Appendix 7.3. Sourcing Events (See Appendix 7. 3.2 “Glossary”).1.3 “How do I create and edit negotiation templates”).3.4 “How do I award business in an RFQ or auction”).1.11 “What are response controls”).11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2.2.1.Oracle Sourcing Help auction items and submitting bids online. bidders can view competitive bids during the auction.The buyer and all other participants can monitor the real-time activity during the auction and take action as necessary.2. Evaluating and awarding bids (See Section 2. Once the auction is completed.

5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Notes and attachments (See Section 6.5. RFQ. Page 35/209 .1.4 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”).13 “How do I download a spreadsheet and respond offline”).16 “How do I cancel a negotiation”) and Disqualifying bid (2. Integration with Oracle Purchasing (See Section 2.1.5.4 “How do I award business in an RFQ or auction”).2 “How do I monitor the negotiations I have created”). Purchase order generation Real-time status updates Bidding online (See Section 5.4.1.9 “How do I disqualify responses I receive for an RFI.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). Graphic Auction Monitor (See Appendix 7. Online or offline awarding capability (spreadsheet awarding).Oracle Sourcing Help Canceling auctions (See Section 2. Monitoring bid activity (See Section 2. (See Section 2.1.4. or auction”).2 “Glossary”).4. (5. Bid comparison (See Section 2.

1. The auction to which they are responding is not owned by their company 2. 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.5 Frequently Asked Questions: Auctions 1. Buyers are not required to designate a target price for every item.2. you can optionally set a bid start price (quote start price for an RFQ) and target price for every item in the RFQ or auction.5. provided that: 1. The buyer can see the bids once the auction is unlocked.1.6 Can two people from the same company bid on the same auction? Yes. The target price is the price you hope to pay for one unit of an item.2. Page 36/209 .4 What is the target price used for? The target price is mainly used for internal performance analysis for the buyer. 1. links.2 What is the difference between Quote/Bid start price and target price? When creating a new RFQ or auction.2.5. and 3. The buyer can also choose to display the target price to the bidders for reference. The bid controls for this auction allow multiple bids per round . but only the buyer can see the identity of the bidder.5 Can someone in my company award an auction that I create? If granted the appropriate authorization. All registered users in a company can bid on the same auction. Blind: Only the buyer can see the bid content Sealed: Neither the buyer nor the suppliers can see the bid content until the auction closes. Everyone can see the bid content once the auction is unsealed.5.2.5.Oracle Sourcing Help 1. You can elect to display the target price to participants.2.4 “Why can't I access some pages. Note: Two people from the same cannot quote in the same RFQ. 1.5. They have the appropriate function security (See Section 6. someone else at your company can award an auction created by you.2.5. or task bar options”). buttons.2.1 What are the different auction styles? The buyer can choose from three types of auctions: Open: everyone can see the bid content.3 Why isn't there a target price for every item? Target price is an optional value. 1. 1.

1. why would I invite suppliers to participate? For a public RFQ/auction.5.1.7 When two respondents from the same company place bids. or auction has closed.2.2.5. and your RFQ/auction appears in that supplier's "Open Invitations" list of invitations. you are not required to send invitations to any suppliers. none of the previous responses submitted are available for awarding. When you invite a supplier (See Section 2. you might want to send invitations to increase specific suppliers' awareness of your RFQ/auction and encourage participation. Page 37/209 . can they view each other's bid details? Depending on the auction style.8 If my RFQ/auction is open to all 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. 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). However.9 How do I initiate a new round of quoting or bidding? After your RFI. After you initiate a new round of responding. that supplier receives an e-mail notification about your RFQ/auction. RFQ.13 “How do I invite suppliers to participate in my negotiation”) to participate.1.5.Oracle Sourcing Help 1.2.

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

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

RFQ. 6.2. you can enter the date and time (prior to the open date and time) the negotiation is available for previewing by all eligible participants. Preview Date For RFIs. You can remove any supplier from the invitation list for the new round. o Possible Date Modifications *Open Date Date and time you want the new round of responding to begin. Review your updated negotiation information. click Publish. o Possible Invitation List Changes If you invited suppliers in the previous round. If there are no approvers defined for this document. You can also add new suppliers. or auction closes. any uninvited suppliers who responded in the previous round are also automatically added to the invitation list for the new round. *Close Date The new date and time the RFI. 7. Click Suppliers to modify your invitation list. If there are approvers defined for this document. Note that you have to specify a new closing date.Oracle Sourcing Help 5. 1. RFQs or auctions opening in the future. o Response Controls Modify other Response Controls as necessary. Click Controls to modify negotiation control information.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.5. Award Date (RFQs and auctions only) You can choose to enter a new award date/time if this differs from the timing in the previous round of negotiation. You can also choose to open the negotiation immediately. click Submit for Approval. Click Review. they are automatically added to the invitation list for the new round. Additionally. You can also choose to open the negotiation for preview immediately. Page 40/209 .

When the buyer hides scores/weights.5. 1.5. When the bid control "No .2.A bidder must submit a single. Bid disqualification. a company can place one bid in each round when being invited to that round Page 41/209 . if Bidder B bids triggering a proxy bid for Bidder A and the resulting bid results in the same Price to Total Score ration.15 How do two bids with the same score get ranked if the prices are the same? The earliest bid gets a higher rank. You can also define the total number of auto extensions and the extension period. best bid" is selected for a multi-round auction.2. You can specify whether the auction is extended from the original close time or from the time when the winning bid has been received. the bidder can only view the resulting Price to Total Score for a bid.2. The response is at the company level.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. Bidders cannot respond to display only attributes so there is no value for comparison.5. For example. 1. that is.2. is up to the discretion of the buyer.5. however. the bidder can contact the buyer and ask to have the bid disqualified.16 What is a Single Best Bid? A Single Best Bid is a response to an auction that allows only one bid per company. no other user at the same company can bid.5.13 Why are display-only attributes not visible in the Bid Compare page? Display only attributes are used to convey information to bidders.2.5. once one user at a company responds. 1. 1. Bidder B receives the higher rank because the proxy bid was created by the system after Bidder B's bid.2. AutoExtend extends the duration automatically if new bids are received in the closing minutes of the auction.11 Can a bidder retract a bid? If a bidder has submitted. You can also specify if the autoextend is for the entire auction or particular line items. Manual Extend allows you to manually extend your auction close date/time before the auction closes.Oracle Sourcing Help 1. 1.12 Why can't I always view scores and weights set up by the buyer? The buyer can optionally hide scores and weights from the bidder.

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

This bid (84/90) is now the winning bid. Supplier B then bids USD 94. Supplier A places a bid of USD 95. Page 43/209 .00) has not yet been reached. Supplier B then places another bid of USD 92.00. Supplier A's proxy is not triggered.Oracle Sourcing Help 1.00. This bid (94/100) is better than Supplier A's bid (95/90). Now Supplier B's bid (92/100) is better than Supplier A's bid (84/90). you may need to closely monitor Multi-Attribute Weighted Scoring auctions which also use proxy bidding.2.5. 1. Supplier A's proxy will only be triggered again if there is a bid with a price lower then USD 84.00 with a score of 100 for the same item. a proxy bid decrement of USD10. he cannot modify any attribute responses to try to improve his score. Since Supplier B's bid price is less than Supplier A's bid price. Therefore. And since Supplier A's proxy minimum (75.18 How does Proxy Bidding work in Multi-Attribute Weighted Scoring auctions? You can define Proxy Bid parameters with Multi-Attribute Weighted Scoring auctions similar to price-only auctions. To avoid these situations.00. Supplier identities are never revealed to other bidders.19 Can a bidder see the names of the other bidders? Bidders cannot see other bidders' identities. since proxy bids are generated based only on the price of the competing bid.5. Supplier A's proxy is triggered to place a new bid of USD 84. For example. However. but since Supplier B's bid price is still higher than Supplier A's bid price.00 and a proxy minimum of USD 75.00. a bid can be beaten based on the Price to Total Score ratio without triggering a new proxy bid. not just the bid price.2. Supplier B's bid is the winning bid even though the bid price is higher. You may need to cancel the proxy bidding process to redefine attribute information to improve your price to total score ration.00 with a score of 90 for the item.

the information contained in the RFI can be copied into an RFQ or buyer's auction. RFQ. You can also create new negotiations quickly by applying a negotiation template. There are four main steps to creating a new negotiation: o o o o Create Your Negotiation Header (See section 2.1 How do I create a new negotiation? Use the instructions on this page to create Sourcing negotiations (RFIs. one unique feature of an RFI is that buyers can choose to define negotiation line items without price and quantity and specify lists of criteria to which suppliers must respond.1.11 “What are response controls”) Enter Your Terms and Conditions (If Oracle Procurement Contracts is bought and licensed) (See Section 2.1. RFIs can be taken to multiple rounds until the buyer has enough information to identify supplier(s) with which to deal.1. Therefore.9 “How do I add lines to a negotiation”).1. and buyer's auctions). or auction. and how do I use them in my negotiation”) Invite Your Suppliers (See Section 2.1 Creating RFIs.4.2 How do I create a new Request for Information (RFI)? RFI's are used to qualify suppliers and their goods and services for subsequent procurement activities.1.1.Oracle Sourcing Help 2.1. Enter Negotiation Lines (See Section 2.1 Creating Negotiations 2.7 “What are contract terms and conditions.1.6 “What information must I provide to create my negotiation header”). You can create a negotiation and save it as a draft before submitting it.1. RFQs. you can save time by copying an existing RFI/RFQ/Auction.1. RFQs. This allows you to return to the creation process at a later time or have multiple people working on the same negotiation. Help for Sourcing Buyers 2. o If you have previously created an RFI.1. and Buyer's Auctions 2.1. RFIs are used more for gathering information on goods and service provided by a supplier than to lock in particular price information. Define Your Response Controls (See Section 2. At the conclusion of the RFI cycle. Page 44/209 .13 “How do I invite suppliers to participate in my negotiation”). 2.1.1.

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

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

3 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. you can search for requisitions according to different attributes such as item or category and include them in a single document. you can use requisition information in Oracle Purchasing to create a draft sourcing document that you can then access and edit. When using AutoCreate.1.1. Once you have identified the requisitions in which you are interested.1. The AutoCreated document is assigned a document number.4 How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents? If your Oracle Sourcing system is integrated with Oracle Purchasing. Buyer Operations Creating negotiations Creating templates and reusable lists Managing draft negotiations Creating and managing sourcing events Updating profile information Supplier Operations Responding to negotiations Monitoring active responses Managing draft responses Viewing award decisions Updating profile information 2. Requisition information in Oracle Purchasing can come from any of several locations such as: Oracle iProcurement Oracle Purchasing Using AutoCreate AutoCreate allows you to select requisitions stored in Oracle Purchasing to create a Buyer's Auction or Sourcing RFQ. You can use this number to access the document in Oracle Sourcing and to Page 47/209 . 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. AutoCreate uses the requisition information to create a Buyer's Auction or Sourcing RFQ. The table below shows some of the operations available Sourcing Buyers and Sourcing Suppliers by using Quick Links. The backing requisition information is carried over from Oracle Purchasing and used throughout the creation process. Simply clicking the link takes you to the page where you initiate the operation.1.

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

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

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

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

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

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

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

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

select the exchange rate type. Select the appropriate type for your negotiation. click Apply. Select the User Specified Rate type. Select the response currency. You assign currencies to specific suppliers when you invite the suppliers to your negotiation. if the negotiation currency is United States dollars (USD) and the response currency you're defining is Swedish Kroner (SEK) the exchange rate might be .09 meaning .1. 4. For example. 2. You can use predefined exchange rates (Corporate Exchange Rate) or specify your own exchange rates (User Specified Rate). The system's response currency codes are available from the drop down menu. After you have selected your suppliers in Step 5. On the Header: Manage Response Currencies page. continue creating your negotiation. The description field explains the code. If the precision for the response currency is greater than the precision for the negotiation currency. 3.1. 2. the system will round when converting responses into the negotiation currency. Select the checkbox to display the exchange rates if you want to allow respondents to see your response currency exchange rates. select a response currency for each supplier. To define your own exchange rates 1.09 kroner to one dollar. Enter the date for which you wish to use this set of exchange rates. The page redisplays. 2.Oracle Sourcing Help 2. The system may contain several different exchange rate types. Otherwise click Add Another Row and continue defining currencies and exchange rates. Specify the price precision for the currency. If you are finished defining alternate currencies. Select the response currency you will accept. 6. To restrict a supplier to a particular currency: 1. Define the exchange rate by entering the number of response currency units that equal one unit of the negotiation currency. When you have finished defining currency information. To use predefined exchange rates: 1. 3. Page 56/209 . you can choose to restrict specific suppliers to particular response currencies.8 How do I restrict a supplier to a particular currency? If you allow multiple response currencies for your negotiation. 5.

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

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

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

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

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

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

9. Finally. 2. or click Load from Spreadsheet to upload a previously completed spreadsheet file containing all the line information On the Lines: Create Line page. 6.1. Page 63/209 . 3. 3. make sure you select the Global Agreement checkbox. and Category will default according to the Job you select. 4. General services fixed-price lines use a negotiation outcome of standard purchase order. click Select Price Break Settings and ensure it is not set to None. Finally. and click Go. Create attributes as needed to solicit additional information for this line. Follow steps 1 and 2 above. 4. To define a temporary labor. add notes or attachments to the supplier. select Online to continuing entering your line description online.1.Oracle Sourcing Help 2. Unit of Measure and Category will default according to the Job you select. fixed-rate line type. vacation). is a response to the price differential required) Select the price type (for example. 11. Job Details. if appropriate.10 How do I define services related lines? Services related line types allow you to negotiate on labor contracts. Enter your price breaks including Price Differentials. make sure you select a temporary labor. To define a temporary labor. On the Lines: Create Line page. Create attributes as needed to solicit any additional information for this line. Also. 2. ensure that you choose Blanket Purchase Agreement as the negotiation outcome for temporary labor line types. rate-based line: 1. For temporary labor line types. 5. Specify how price differentials are to be used within the negotiation (for example. 5. Search and select a Job from the Job menu. Job Details. If you need to specify price breaks. The Description. The Description. and then click Go. rate-based line type. 10. From the Add Line menu on the Create Lines page. fixed-price line: 1. add any notes or attachments to the supplier. 7. 8. Enter values in your price fields if necessary. You can include services-related lines with regular amount-based and goods-based lines. Continue defining the remainder of the negotiation. make sure you select a temporary labor. Continue defining the remainder of the negotiation. 6. and specify the differential associated with this price type. Search and select a job from the Job menu.

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

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

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

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

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

To invite specific suppliers see Inviting Suppliers below. Click Add Invitation List to apply a predefined list of suppliers. auctions are open to all bidders by default. 3.1. or if you frequently invite a certain group of bidders. Page 69/209 . Select how you wish to search for suppliers: o o Click the Add Supplier to search for and add suppliers to your invitation list.1. and you must invite at least one supplier. you can create a participants list on the Create Negotiation: Suppliers page: 1. If you do. business terms and conditions. To invite specific suppliers see Inviting Suppliers below. You can use the same list for all negotiations. select the suppliers you wish to invite and click Invite. you can apply a predefined invitation list that identifies these bidders. You can restrict your auction to bidders you specifically invite by selecting the appropriate control on the negotiation Controls page. you do not have to explicitly invite any suppliers. You return to the previous page. You can select the bidders you wish to notify from a list of suppliers. and any response controls. Different sites for the same supplier can each submit a response. 2. line(s). Inviting suppliers After entering your negotiations description. you can choose to also send certain bidders notifications of a particular auction to encourage their participation.Oracle Sourcing Help 2. Search for and select the Invitation List you want to apply. If there are multiple supplier sites (Supplier Site is another term for Address Name). Participation in Auctions Unless you specified differently on the negotiation Controls page. Bidders will see your auction when they search using the Active Auctions page.13 How do I invite suppliers to participate in my negotiation? Participation in RFQs Participation in RFQs is by invitation only by default. Even though the auction is already open to them. However. From the search results. you can choose to open your RFQ to all suppliers. select the specific site you wish to invite to the negotiation.

Page 70/209 . 5. or updates to line information if necessary. The system sends notifications to the invited suppliers providing them details of the negotiation. Notice that the negotiation number has now been given a suffix. To invite new suppliers. Respondents are notified that the sourcing document has been amended and are required to review their previous response and resubmit it in accordance with the amendment. you can enter it in the Additional Contact Email field.Oracle Sourcing Help If there are multiple contacts for each site. if no preview date/time was specified) and before the close date/time. enter any line changes.. Note: You can also invite additional suppliers while the negotiation is in progress. these can be changed on the Create Amendment: Contract Terms page. You cannot add or delete suppliers on the Create Amendment Suppliers page during an amendment. If the contact is unregistered. 12345. On the Create Amendment Header page. On the Create Amendment: Lines page. This suffix is incremented every time you create a new amendment for this document. the user can participate in negotiations. Once the registration request has been approved. The supplier user receives an email notification with the negotiation invitation and a link to access the user registration page. Additionally. use the active negotiation's negotiation summary page.1.14 How do I create an amendment to a negotiation? After publishing a negotiation. Your invitees will receive email notifications inviting them to participate once the negotiation is successfully submitted. Amendments can be created anytime after the preview date/time (or open date/time.. select Create Amendment from the Actions menu. if you know the e-mail addresses of any other contacts at the company (including possibly a distribution list). 2. 6. 2. On the negotiations summary page. 3. you must enter a new Description for the amendment and make any other header level attribute changes you need.. Change the negotiation rules on the Create Amendment: Controls page if necessary. additions. If Oracle Procurement Contracts is implemented. deletions. 1. for example. To create an amendment to a sourcing document: 1. This update is called an amendment. a notification is sent to invite the contact to register and participate in the negotiation. 4. the buyer can update information defined in the document if necessary. and there are clauses and deliverables defined to this negotiation.1. You go to the Create Header page. select which contact you wish to notify about this negotiation from the Contact menu.

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

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

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

edit.1. Click "Invitation" under the Reusable Lists area of Quick Lists on the Negotiations Home page. 8. update your list description. 2. any attributes/price elements defined for the template are added to any attributes/price elements you define via the spreadsheet. click "Add Suppliers" again and follow the perceiving instructions.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. you can add an entry for each site for that supplier if you choose. For a supplier with multiple sites. 7. you can choose a specific supplier site to associate with this list (Supplier Site is another term for Address Name). 5. On the search results page. To edit an invitation list you have created: 1. click Submit. and access as appropriate. you can edit public lists. find your list. 2. or 2. the system uses the following hierarchy to determine which category value to use: 1.1. status. including change the access and status. If the template and spreadsheet have conflicting category values. If you are have the Manage Invitation Lists job function. Search for the list you wish to update. Page 74/209 . 3. then click Edit. The value specified in the spreadsheet. Click "Add Suppliers. and manage public invitation lists. click Apply.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. When you are finished. 4. If you wish to add more suppliers to your list. If the supplier you selected has multiple sites defined in the system. When you have finished adding suppliers. Select the supplier(s) and click Add to Invitation List. 2.Oracle Sourcing Help Sourcing Super Users or users with the Manage Invitation Lists job function can create. 6.2.2. 4. The value defined for the RFQ/Auction template. You can also add or delete suppliers. 5." then search for suppliers to add to your invitation list. On the Edit Invitation List page.

1 What are line attributes. and your spreadsheet upload includes two items. and 2) the details that a participant should provide when responding to that negotiation line. If there are duplicate attribute/price elements between the template and the spreadsheet.1. using an attribute to define this specification calls attention to the specification. and do not apply to all lines in the negotiation. auction). The attribute(s) are added to that line only.Oracle Sourcing Help For example. RFQ. the precedence is: 1. For example. the attribute/price element specified by the template. While the buyer could enter this information in the auction line description.3. if there are three attributes/price elements for your template. Page 75/209 . 2. Line attributes can call attention to industry-specific characteristics. For more information about how to add line attributes to your negotiation items. Line attributes define 1) unique specifications that you set for a negotiation line. Price Elements. then bidders must enter the mileage of any bid. retail industry negotiation items can include such attributes as "color. For example. and item B with two attributes/price elements. Attribute Scoring.000 miles on the odometer. see "How do I add attributes to my negotiation lines?" 2. Line attributes make your negotiation line more descriptive and can also be used to ensure that all responses submitted for the line include specific details not included elsewhere in the line information. the buyer can add an attribute called "mileage" to specify that the bid item must have fewer than 12." Metal industry negotiation items can include "grade of metal" as an attribute. Adding these as required item attributes that are displayed to bidders can customize your negotiation items to your specific industry.1. and why would I add them to my negotiation lines? When you add a line to a new negotiation (RFI. When the buyer adds the line (vehicle) to the auction.2 How do I add line attributes to my negotiation? You can add multiple line attributes to any line in your negotiation. 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.3." "style. if the buyer marks this attribute as required. item A with four attributes/price elements. In addition. the attribute/price element specified on the spreadsheet 2. you may choose to add one or more line attributes to that line.3 Item Attributes. a buyer can create an auction to buy a fleet of 12 vehicles for a delivery service. and Price Breaks 2.1." and "SKU number.

Oracle Sourcing Help

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

o

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

o

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

o

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

o

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

o

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

o

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

Oracle Sourcing Help

o

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

o

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

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

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

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Oracle Sourcing Help

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

Oracle Sourcing Help

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

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

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

However you may want to consider supplier responses to other line attributes in addition to price being offered when determining the best response. 4.1. and you do not wish to use the default. Groups are used for categorizing attributes. To enter a line attribute. 2. 3. enter your line attribute information.3. When the page refreshes. *Indicates a required field: o *Attribute (up to 240 characters) Name your line attribute (for example: Mileage. o Group Select one of the predefined attribute groups.Oracle Sourcing Help Price $300 Total Score: (100 * 50) + (50 * 30) + (100 * 20)/100 = 85 Price to Total Score Ratio = 300 / 85 = 3. 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. click "Lines" in the navigation bar in the top left hand corner. use the instructions in "How do I add lines to a negotiation"? to enter the line data and other required and optional line information. To use weighting and scoring when defining a negotiation: 1. o Attribute Type Page 81/209 . On the Create: Lines page. Grade). Select a ranking method if the Sourcing Super User has set the system up to allow you to change ranking methods.53 2. Select Online from the menu and click Go. See What are line attributes? for information about defining line attributes. PPM Defect Rate. 5. See "What information must I provide to describe my negotiation header"? After you have defined the negotiation header. You can accomplish the by specifying weighting and scoring values for your line attributes. On the Lines: Create Line page. The system can then include the suppliers' responses to your line attributes when calculating the best response.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. navigate to the Attributes table and click Add Another Row. Make sure you select Multi-Attribute Scoring from the Ranking menu.

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

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

Oracle Sourcing Help o To set the weights for all attributes equally. You must be assigned the Create Reusable Price Element Lists job function to create these lists. for example. or discrete costs such as shipping fees. freight charges or import duty fees.3. Take into account any additional costs or charges when considering outsourcing a project. To create a new price element list: 1.5 How do I use price elements? Price elements allow a buyer to identify additional costs associated with a particular negotiation line.3.1. Price elements allow you to: Identify suppliers with the lowest total cost per line not just the lowest item price. You can create new price element lists or edit existing lists.6 What are Reusable Price Element Lists. If there are an odd number of attributes. For example. the supplier's response values for fixed-amount type price elements cannot be converted to a unit price. the system will assign weights as equally as possible. the supplier's response prices to the price elements will not be rolled up into the line total price. you can apply that price element list to any negotiations (RFQs or auctions) containing items to which those price elements are applicable. 2.1. Page 84/209 . Click the Price Element link under Reusable Lists on the Quick Links section of the Negotiations Home page. Such costs could include services such as training or consulting. 2. you might create a price element list identifying normally expected transportation costs. which is required to compute a total unit price. This is because in the absence of a line response quantity. Once you have created a price element list. click Equalize Weights. Buyers can specify when they create the negotiation how much they anticipate paying for these additional costs. Support supply chain operations more efficiently by recognizing and analyzing how one organization's performance and costs affect another organization. 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. Identify hidden activities or "cost drivers" to facilitate improved analysis and decision-making. Or you might create a list that identifies additional services such as consulting or training that will be required by a particular negotiation item. These costs can then be negotiated between a buyer and supplier just like the item price. Note: If the negotiation outcome is a blanket purchase agreement.

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

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

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

Page 88/209 . 2. price. 5. click Apply. 3. Once you have defined all your price breaks. Define your price breaks. 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.Oracle Sourcing Help 3. and effective dates (available for non-cumulative price breaks only). 4. 2. Also select either Cumulate or Non-Cumulative. you could enter different order quantities and see which supplier response is the best for a certain quantity. Item attributes define 1) unique specifications that you set for an item. 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. If you select Non-Cumulative. otherwise select optional. and click Analyze Price Breaks. You can enter values for all price breaks you defined and the system will calculate which of the responses is best for the values you entered. On the Analyze Line: Analyze Price Breaks page. Analyzing Price Breaks Once you have defined your price break expectations. Ship-To address/organization. On the negotiations summary page. you can offer a particular target price. Click Add Another Row to define additional price breaks. You can define as many price breaks as are needed to fully define your pricing structure.4. To analyze price break information: 1. you could define multiple price breaks based only on order quantity. If you select None. 5.4 Additional Creation Topics 2. 4. and your supplier(s) have responded with quotes.1. Select Required to force to supplier to respond to the price breaks you define. and 2) the details that a participant should provide when responding to that item. you will not be able to enter price breaks. click the response number link. click Analyze by Line from the Actions menus and click Go. Select the negotiation line. On the table of negotiations.1. For each price break criterion. you will not be able to negotiate on effective dates. For example. You can set breaks by unit quantity.1 What are some negotiations strategies I can use? When creating a negotiation. For example. you can have the system evaluate the supplier responses based on scenario information you enter. Search for the negotiation you're interested in.

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

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

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

you can also create and manage public templates in addition to your private ones. in addition to your private ones. you can create attribute lists for use by all Sourcing buyers at your company. terms and conditions. The details of the document such as the controls. 2. The public document templates will be available for every Sourcing buyer at your company. you can create and manage public Reusable Attribute Lists. To modify an event's information click Edit. Using Reusable Invitation Lists You can create Reusable Invitation Lists containing names of suppliers who you frequently invite to your negotiations. have previously created. you can modify the description and inactive date. you simply open the template and add to or edit details of the template as necessary.3 Are there any shortcuts available when creating a sourcing document? There are many ways you can streamline the creation of sourcing documents: Copying an existing document You can copy documents that you. and invitation list are copied into a new document which you can edit if necessary. An attribute list is a grouping of attributes that are commonly used together to describe a good or service. Your template will contain the features that are similar among the negotiations you commonly create. Invitation lists can be shared across the company. When you create a document using a template. If you are assigned the Manage Sourcing Document Templates job function. If you are assigned the Manage Invitation List job function. Note that you can move the inactive date forward in time to extend an event. you may want to create a template that you can use each time you create a sourcing document. This can help you standardize your business practice as well as speed up the negotiation creation process. If you are assigned the Manage Attribute List job function. The public lists will be available for Sourcing buyers at your company. You can also move an inactive date backward although not prior to the current date/time. This allows you to standardize business practices and save time.4.1. On the Edit Event page.Oracle Sourcing Help 5. Using document templates If many of the negotiations you create contain the same features. or any other users in your organization. Using spreadsheets Page 92/209 . Using Reusable Attribute Lists Attribute lists can streamline the document creation process while providing standardization for negotiation items. item information.

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

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

If you have both the Manage Draft Sourcing Documents and the Unlock Draft Sourcing Documents. as part of the contractual agreement. If you are a collaboration member not restricted to view-only access. click Add Deliverable. For private negotiations: You must be the negotiation owner or a collaboration team member working on the negotiation to access the draft. On the Create Header page. by default. 3. You can update a deliverable if needed or delete it altogether 4. besides products and services bought or sold. are classified as deliverables. The commitments on the contracts. click Contract Terms in navigation bar in the top left of the page. To add a new deliverable. To create a deliverable for a particular negotiation: 1. for example.5 How do I create a deliverable and use it in a negotiation document? Businesses enter into contractual agreements with their trading partners and. Click the Deliverables subtab and check that any deliverable already defined to this template is applicable for your negotiation. anyone with the Unlock Draft Sourcing Documents function can break a lock on a draft but not access it for editing or submission. 2. is authorized to manage and unlock drafts. Additionally. under the terms and conditions of the contract.4.1. Page 95/209 . but the buyer has locked it and is subsequently unavailable. they might define other internal tasks that contribute to the overall execution of the contract. you can unlock and edit other's drafts from the Manage Draft Negotiations page. Anyone with the Manage Draft Sourcing Documents function can access and edit drafts created by others at the same company. See the Oracle Procurement Contracts online help for instructions on defining deliverables. On the Create Deliverable page define your new deliverable. In addition to the contractual commitments that businesses need to fulfill. 2. If Oracle Procurement Contracts is implemented. Search for and apply a contracts template. on vacation. If you have this function and access the Manage Draft Negotiations page. you can view the draft but not edit it. If you are a collaboration member with view-only access. This is a useful authorization for an administrator to have in case a draft needs to be edited. you can create a deliverable and assign it to a negotiation. will have commitments to fulfill. 5. Note: The Sourcing Super User.Oracle Sourcing Help Anyone with the Edit Draft Sourcing Documents function can access and edit draft negotiations AutoCreated from Oracle Purchasing. you can perform whatever tasks are allowed by your function security. you can edit any drafts that are not locked.

You can copy an existing document to create a new document of the same type (RFI.Oracle Sourcing Help 6.7 What are contract terms and conditions. If there are multiple deliverables to define. Click "Copy" under the Create section of Quick Links on the Negotiations Home page. Once you have found the negotiation you are interested in. You can use contract terms to specify legal and other requirements for your negotiation. To copy an existing negotiation: 1. you can define your next deliverable. You need the Contracts Terms Library Administrator responsibility to create and maintain clauses and contract templates in the Contract Terms Library.4. 3. click Contract Terms in the navigation bar at the top left side of the page. click the Copy icon at the right of the page. 2. you can click Apply and Create Another.1. Edit your new negotiation by continuing through the creation steps.4. You need the Manage Contract Terms responsibility to create and maintain contract terms on negotiation documents. Verify your negotiation information.1. 4. click Apply. When you have finished creating your new negotiation. Once the page refreshes. Page 96/209 . This includes any contract clauses or deliverables (terms. conditions. and deliverables are available if Oracle Procurement Contracts is implemented). Note that most of the information you defined previously is carried forward into the copy. Using contract terms is an easy way to create and maintain standardized contract text which can be customized as needed. On the Create Negotiation page. you can create contract terms and apply them to your negotiation. or auction).6 How do I copy a sourcing document? You can copy sourcing documents that you or any other users in your organization have created. and how do I use them in my negotiation? If Oracle Procurement Contracts is installed and licensed. then click Submit for Approval if approvers are specified for this negotiation. Clicking Copy places you on a new Create Header page with the existing information inserted. RFQ. 2. To apply contract terms to your sourcing document: 1. Search for the negotiation you want to copy. Note that you will have to specify new Open Date and Close Date values 6. click Review. After you have finished defining your deliverable. 5. You can click the negotiation number to see details about the negotiation. 2. otherwise click Publish to open it for responding.

Along the way. continue by either clicking Suppliers to define a supplier invitation list. specifying negotiation controls. 2. See the Oracle Procurement Contracts online help for instructions on modifying clauses. Or you may need the name of a contact who can answer questions you have about the negotiation line. 4. click the requisition number link to view detailed information on the line. you may wish to view the requisition line information for the lines that AutoCreate carried over from Oracle Purchasing. and then click the Details icon. To view the backing requisition information during negotiation creation: 1. You can edit the clauses applied by the template as needed. Once the new draft negotiation has been created. You can see this line information on the View Requisition Line Summary display. you must correct them and validate again. On the Requisition Summary page. you may need to view the demand linked to a particular negotiation line. or clicking Review to inspect the negotiation prior to publishing it. The Create Lines page displays any lines AutoCreate created using requisitions in Oracle Purchasing and allows you to create additional lines if necessary. Select Validate from the Actions menu to verify the validity of the contract terms you are defining. and possibly inviting suppliers. delete or modify text. you can access it and continue creating your negotiation. For AutoCreated lines. 4. 2. adding any additional lines. 3. Click Apply Template. For example. 5. 5.4.Oracle Sourcing Help 2. When you have completed your contract terms. If you receive any error messages. 3.1. click the requisition number link. This includes all the other tasks such as creating your header. search for and select a contract template from the list of values. The Requisition Line Details page displays information in the following areas: o Requisition Page 97/209 . 6. You can add.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. After you have created your header by adding a title (and adding/modifying any other information) clicks Lines in the top left navigation bar. On the Create Contract Terms page. See the Oracle Procurement Contracts online help for information on using contract templates.

Each member can be assigned specific tasks.9 What are amount based line types.4. A category value may also appear if your administrator has defined a default category for that line type. you might need to negotiate training or consulting services. inviting additional suppliers. Such activities can be negotiated by using amount based line types. click the number link in the Requisition column.10 How do collaboration teams work? When creating a negotiation. the quantity and unit of measure defaults to the values defined by your administrator and is display only. From the negotiation summary page. Buyers can optionally grant full access to some team members while restricting others to read-only access. This takes you to the Requisition Summary page. For the line whose requisition information you wish to view. you can specify that an item is amount based by selecting an amount based Line Type value. 2. awarding business to supplier.4. For example. Page 98/209 . If you select a line type that is amount based. 2. buyers can nominate collaboration team members to participate in the creation and administration of the sourcing document. The possible values are defined in Oracle Purchasing. 3.1. This includes the entire life of the sourcing document from the initial creation to the award process. 2.Oracle Sourcing Help o o o o o o Negotiation Order Shipment Receipt Invoice Payment To view the backing requisition information after the negotiation has been published: 1. click the Lines subtab. but more of a service or activity. This takes you to the Requistion Detail page. Access the negotiation. and creating document outcomes. and some team members may be required to approve the final document before delivery to potential suppliers.1. Click the number link in the Line column. 4. When you create a negotiation. and how are they used? Sometimes the item you need to negotiate is not a number of discrete units. Such tasks could include defining the item attributes.

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

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

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

are classified as deliverables. Page 102/209 . On the Create Header page. click Add Deliverable. You can update a deliverable if needed or delete it altogether 4. To add a new deliverable. will have commitments to fulfill. 5. See the Oracle Procurement Contracts online help for instructions on defining deliverables. Click the Deliverables subtab and check that any deliverable already defined to this template is applicable for your negotiation. 6. you can define your next deliverable. The commitments on the contracts. you can click Apply and Create Another. under the terms and conditions of the contract.2 Using Oracle Services Procurement and Oracle Procurement Contracts 2.1 How do I create a deliverable and use it in a negotiation document? Businesses enter into contractual agreements with their trading partners and. 3. you can create a deliverable and assign it to a negotiation. besides products and services bought or sold. On the Create Deliverable page define your new deliverable.Oracle Sourcing Help 2. After you have finished defining your deliverable. If there are multiple deliverables to define. click Apply. Once the page refreshes. 2. In addition to the contractual commitments that businesses need to fulfill. If Oracle Procurement Contracts is implemented.2. click Contract Terms in navigation bar in the top left of the page. Search for and apply a contracts template. as part of the contractual agreement. they might define other internal tasks that contribute to the overall execution of the contract. To create a deliverable for a particular negotiation: 1.

Search and select a job from the Job menu. rate-based line: 1. 4. Fixed-price temporary labor such as contractors. The charge for this type of service is based on hourly rates per person. vacation). 8. rate-based line type. is a response to the price differential required) 7.3 How do I define services related lines? Services related line types allow you to negotiate on labor contracts. On the Lines: Create Line page. if appropriate. You can include services-related lines with regular amount-based and goods-based lines. 2. Fixed-price services such as corporate accounting services. 5.Oracle Sourcing Help 2. You can negotiate for: Rate-based temporary labor such as office clerical work or a database administrator who charges by unit of time and has higher rates on the weekend. If you need to specify price breaks. make sure you select a temporary labor. you can create documents that negotiate for many different types of services. Job Details. From the Add Line menu on the Create Lines page. Enter values in your price fields if necessary. maintenance services. make sure you select the Global Agreement checkbox. Enter your price breaks including Price Differentials. temporary administrators. 3. 9. General services fixed-price lines use a negotiation outcome of standard purchase order. select Online to continuing entering your line description online. Page 103/209 . Create attributes as needed to solicit additional information for this line. 6. Select the price type (for example. ensure that you choose Blanket Purchase Agreement as the negotiation outcome for temporary labor line types.2 What kind of services can I negotiate for? If Oracle Services Procurement is installed and licensed. Unit of Measure and Category will default according to the Job you select. To define a temporary labor. and specify the differential associated with this price type. click Select Price Break Settings and ensure it is not set to None. There is a fixed amount limit attached to the service. Specify how price differentials are to be used within the negotiation (for example.2. . The charge for this type of service is based on a flat amount for the service provided. or click Load from Spreadsheet to upload a previously completed spreadsheet file containing all the line information 2. Also. and click Go. The Description. For temporary labor line types.2. or consulting services.

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

On the Manage Draft Negotiations page. You can also monitor the progress of your open negotiations.Oracle Sourcing Help 3.3. From here. If you receive any error messages. 5. To search for your negotiations in progress: At any one time. See the Oracle Procurement Contracts online help for instructions on modifying clauses .3 2. search for the negotiation you wish to access. Select Validate from the Actions menu to verify the validity of the contract terms you are defining. you can create and submit new negotiations and continue working on any draft negotiations you have in progress. You can also use drafts to allow a team of collaborators to all work on the same negotiation. or clicking Review to inspect the negotiation prior to publishing it. Page 105/209 . select a negotiation and click the appropriate button (Edit. You can edit the clauses applied by the template as needed. 2. 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.1 Monitoring Negotiations How do I access negotiations? The Negotiations Home page is the central point of access for all your negotiations. To access a draft negotiation: 1. delete or modify text. Review and Submit). 2. Click Apply Template. 4. To access a draft negotiation: You can use draft negotiations to spread out the creation process over several sessions. From the Results display. Click the "Manage" link under Draft in the Quick Links section of the Negotiations Home page. 6. you may have several ongoing negotiations. You can add. This takes you to the negotiation summary page for that negotiation. To create a new negotiation: Click the appropriate link under the Create section of Quick Links. Unlock. When you have completed your contract terms. Follow the instructions in How do I create a new negotiation? to create a new negotiation. you must correct them and validate again. continue by either clicking Suppliers to define a supplier invitation list.

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

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

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

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

Download and save the file.htm file) to process the spreadsheet. 5. Once the negotiation is closed. Click Export. The AutoAward Recommendation page displays the response(s) that AutoAward has decided best fit the negotiation requirements. To download responses via spreadsheet for analysis: You can use the spreadsheet download feature to perform many tasks offline.3.8 What are price breaks. You specify 20$ as your start or base price. you can download a spreadsheet with which to make award decisions. 1. and how do I use them? Price breaks allow you to negotiate line prices with your supplier based on characteristics of your order. You then set up two quantity-based price breaks. On he negotiations summary page. Example: Assume you are purchasing PC keyboards. or by a certain deadline. For example. you receive the responses shown in the table below. For each (non-amount-based) line in your negotiation. Or you may be willing to pay more per unit if your supplier can ship the order to a special location. Open the file up and use the instructions in the readme file (the . and you may specify several quantity levels and the prices you are willing to pay at each. As long as you have not closed the negotiation. You can then enter different assumptions into the system and have it calculate which response is the best. 3. Your suppliers respond to your negotiation specifying their responses to your price breaks.Oracle Sourcing Help Scoring negotiations to determine the best overall total cost. For these price breaks. you can use the spreadsheet download feature to export the response information for analysis offline. select View AutoAward. On the Analyze by Spreadsheet page. The first offers a price of 19$ per unit if buying more than 100. Your level 1 price break Your offered price $20 Supplier Response $19 1's Supplier Response $19 Page 110/209 2's . You can use AutoAward to quickly generate a benchmark against which other ranking methods and scenarios can be compared. you may expect to receive a discount from your supplier if you buy a large quantity of units. you can define as many price breaks as are appropriate. 2. select: which type of files to download. The second offers a price of $18 a unit if purchasing over 500. select Analyze by Spreadsheet from the Actions menu and click Go. From the negotiation summary page for this negotiation. 2. 4.

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

Analyzing Price Breaks Once you have defined your price break expectations. and effective dates (available for non-cumulative price breaks only). Clicking the Unread Messages number link takes you to the Online Page 112/209 . 4. price. 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. click Apply. 2. On the negotiations summary page. 5. you can offer a particular target price. and click Analyze Price Breaks. For example. Once a negotiation has been published. 5. you could define multiple price breaks based only on order quantity. 2. For each price break criterion. Search for the negotiation you're interested in. On the Analyze Line: Analyze Price Breaks page. you can enter different values in the fields under Enter Assumptions and have the system calculate the best response based on the values you enter. and "Your Active and Draft Responses" for Sourcing Suppliers). To analyze price break information: 1.3. Ship-To address/organization. you could enter different order quantities and see which supplier response is the best for a certain quantity. You can define as many price breaks as are needed to fully define your pricing structure. and your supplier(s) have responded with quotes. Select the negotiation line. For example. click Analyze by Line from the Actions menus and click Go. Define your price breaks. You can set breaks by unit quantity. click the response number link.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. Using an online discussion Once a negotiation is published. Click Add Another Row to define additional price breaks. you can participate in a online discussion by clicking the number link under Unread Messages (under "Your Negotiations at a Glance" for Sourcing Buyers. Once you have defined all your price breaks. On the table of negotiations. 3.Oracle Sourcing Help 4. you can have the system evaluate the supplier responses based on scenario information you enter. participants can communicate with each other by entering into an ongoing conversation called an online discussion.

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

4. 2. Additionally.Oracle Sourcing Help 2. and/or long-term agreement dates. and your new award date is January 27.11 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. specify a new close date and time. To add suppliers to a negotiation: 1.3. If your negotiation is not displayed. Select Add Invitees from the Actions menu and click Go. need-by date. 3. Enter a new close date and time. click the negotiation number for the negotiation you wish to extend. If. Click Apply. your new close date is January 22. you entered an award date. these dates will also be extended by the same number of days that you extend your negotiation if the dates are scheduled to occur before your extended close date. However. To manually extend your negotiation: 1. follow the instructions to add new suppliers. 2.3. Under the Your Negotiations at a Glance section of the Negotiations Home page. you cannot extend an auction after its first AutoExtension has been triggered. click Full List. On the Invite Additional Suppliers page. A notification will be sent to all participants. Under the Your Negotiations at a Glance section on the Negotiations Home page. On the negotiation summary page. if your negotiation includes a January 15 close date and a January 20 award date. Click Apply. if you extend that auction for only 3 days. 3. 6. and your award date remains January 20. click Full List. select the Extend RFQ/Extend Auction option from the Actions menu and click Go. Page 114/209 . your new close date is January 18. and you extend that auction for 7 days. If you don't see the negotiation.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. You cannot manually extend your negotiation after it has closed. 2. when creating this negotiation. 5. click the negotiation number link for the negotiation to which you wish to add additional suppliers. You can also enable AutoExtend or modify your AutoExtend settings if you wish. On the Extend RFQ/Extend Auction page. For example.

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

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

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

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

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

This note is included in the notification that will be sent. To close your negotiation early: 1.16 How do I cancel a negotiation? Sometimes. On the negotiation summary page. Respondents are notified that the sourcing document has been amended and are required to review their previous response and resubmit it in accordance with the amendment. you can enter a text note to participants explaining why you are canceling the negotiation. enter a note to your suppliers.15 How do I close a negotiation before its scheduled close date and time? You can close a negotiation early only if you set your response controls to allow a manual close. On the negotiation summary page. the buyer can update information defined in the document if necessary. or the terms of the responses are not acceptable. This update is called an amendment. Click Apply. click Full List. click the negotiation number for the negotiation you wish to close. 4.3. Note that you cannot manually close an auction after its first AutoExtension has been triggered. 3. On the Cancel page.3.Oracle Sourcing Help 2. click the negotiation number for the negotiation you wish to cancel. select the Close Early option from the Actions menu and click Go. Also the line requirements have changed. Click Apply. 4. you may wish to simply cancel the negotiation.17 How do I create an amendment to a negotiation? After publishing a negotiation. 2. 2. the responses to your negotiation do not meet your needs. 2. For example. Under the Your Negotiations at a Glance section of the Negotiations Home page. or the items are no longer needed. 1. 2. Page 120/209 . there may have been too few responses. Amendments can be created anytime after the preview date/time (or open date/time. If you do not see the negotiation.3. Under the Your Negotiations at a Glance section of the Negotiations Home page. enter the new date and time you want to close the negotiation or choose to close it immediately. In any of these cases. if no preview date/time was specified) and before the close date/time. 5. The system notifies all the invitees and participants of the cancellation. If desired. 3. On the Close Early page. select the Cancel RFQ/Cancel Auction option from the Actions menu and click Go.

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

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

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

click the number link in the Quote/Bid column.1 How do I view the responses I have received? 1. 3.4.Oracle Sourcing Help 2. 2. Note: You will always be able to unlock and unseal an RFQ/auction you have created. The resulting page shows details about the response. There is an entry for each supplier who has placed a quote/bid in the negotiation. other users from your company who have the appropriate function security can also unlock and unseal your RFQ/auction. 4. click the negotiation number link of the negotiation you wish to see. From the Your Negotiations at a Glance section of the Negotiations Home page.3 What are the different methods I can use when performing awards? Once you have closed your negotiation and analyzed the responses you received. The Quote/Bid History page displays the responses the negotiation has received. click "Return to Negotiation Summary." 4. In addition. 2. you can make your award decisions. You can award an individual line to a single supplier. On the negotiations summary page. To see details about a particular response. To unlock and unseal an RFQ/auction: 1. select View Quote/Bid History from the Actions menu and click Go. You can divide an individual line among multiple suppliers. Additionally. an RFQ/auction cannot be awarded until it is unlocked. 3. 2. An RFQ/auction can only be unlocked and unsealed after it is closed.4.4. On the negotiation summary page. You can accept and use the decisions generated by the AutoAward feature. 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). select Unlock from the Actions menu and click Go. Close the negotiation if it is still open.4 Awarding Negotiations 2. In addition. There are several methods you can use when awarding business in a buyer's auction or RFQ: You can award the entire negotiation to a single supplier (multiple suppliers if the outcome is a blanket purchase agreement). Select Unseal from the Actions menu and click Go.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. 2. On the Confirmation page. Page 124/209 .

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

Oracle Sourcing Help Page 126/209 .

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

For each line. o o 3. For amount-based line types. select the line you wish to award and click Award. click Save Award. Select the next line to be awarded and click Award. you cannot award more units than specified in the negotiation quantity.Oracle Sourcing Help line in the negotiation. you can choose to download only the responses from the remaining shortlisted suppliers. select the radio button for the supplier to whom you wish to award that line. 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. but you can award less. Continue until all lines have been awarded. Once you have selected the suppliers and specified the number of units to be awarded to each. To award using a spreadsheet: If you wish to download the responses for a negotiation. Follow the instructions in Step 2 and Step 3 above to enter that line's award decision 7. 6. 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. You do not have to award a line. 5. If you have removed any suppliers from the shortlist. This is useful if you have received a large number Page 128/209 . 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. Click Save Award To award a single line to a supplier: 1. On the Award Line page. For quantity-based line types. You can choose to leave it unawarded. you see all the suppliers that responded to this line.5 How do I download the responses I have received? You can download all the bids and quotes you receive for a negotiation into a spreadsheet for offline viewing. you can split the award by entering a value in the Award Quantity for each supplier. 2.4. Once a line has been totally awarded. an awarded chekmark appears for the line. 2. 4. the award simply identifies the supplier from whom business will be awarded in the future . 3. select Award by Spreadsheet from the Actions menu. On the Award by Line page.

select the type of spreadsheet you wish to down load. 4. you should also download the Instructions file. you first define the header attributes including weights and maximum scores during the creation of the negotiation. If you have never used spreadsheet files before. 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. select Export Quotes/Bids from the Action menu. Using subjective scoring. you enter a number (up to the defined maximum) for each attribute score. You can enter straight scores for an attribute. The system will calculate a weighted score based on the score value you entered for each attribute. you can manually score the responses you receive for a negotiation. upload your awards into the system. 2. On the Negotiation Summary page. On the Export Quotes/Bids to Spreadsheet page. 2. During this process. These attribute scores are then added up and the total is the total score for that response. click the negotiation number for the negotiation to access the Negotiation Summary page. 3. Open the file and complete it according to the directions in the Instruction file. Once a response is received. To enter straight scores. you can also specify whether the supplier can see the scoring criteria.Oracle Sourcing Help of responses and want to compare them offline. After you have completed your award decisions. or you can enter scores and have the system use the score you entered along with the attribute's weight to calculate the score for that attribute. Save the file. You can use an Excel spreadsheet file or a text spreadsheet file. Save the file to a convenient location. To download responses: 1.4. 6. weighting is implied in the maximum score for each attribute. 5. From the Your Negotiations at a Glance section. You can also update the spreadsheet with your award decisions and then upload it to identify winning responses. With this method. Page 129/209 . you can enter a subjective score for the header attributes. You can download bids whether the negotiation is open or closed.6 How do I manually score header attributes? Using header attributes.

Oracle Sourcing Help

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

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

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

Oracle Sourcing Help

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

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

You receive two bids as follows on the auction item:

Bidder Office Supplies Your PCs

Bid Quantity 30 30

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

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

Bidder Office Supplies Your PCs

Bid Quantity 30 30

Consumed Quantity 30 20 10

On Number 12345 12345 98762

Requisition

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

Oracle Sourcing Help

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

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

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

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

On the Create Purchase Order page. On the Complete Award page. To generate a purchase order document: 1. you can obtain information on the supplier to whom you awarded business. The Confirmation page informs you that the award is complete. See What is contract binding? for more information. On the award Confirmation page. On the Confirmation page. click the link to return to the negotiation summary page. You can also choose whether to immediately notify the winning suppliers of their awards (your purchase order document may need to go through an approval process.4.Oracle Sourcing Help 2. 4. 4. 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). In you are creating a blanket purchasing agreement. you can choose whether or not to create a purchase order document. Select Complete Award from the Actions menu and click Go. 5.12 How do I generate a purchase order document? Once you have saved your award decisions. so you may wish not to notify suppliers until a later date when the purchase document is fully approved). You can see you award information by clicking the link under the Details column (or by clicking "Show All Details"). 5. To complete the award process: 1. click Initiate Approval to begin approval for this purchasing document. 3. you return to the negotiation summary page to complete the award process and generate a purchase order document. you can use an Acceptance Level value of Document and Signature to perform contract binding. 6. 2. specify the start and end effective dates. Click Submit. 3. Choose an Acceptance Level from the drop-down menu. If Oracle Procurement Contracts is installed and licensed. 2. Page 136/209 . click Submit if you wish to complete the award process. If you have an approval procedure set up in Oracle Purchasing. On the Review and Submit Complete Award page.

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

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

Enter your search values. Click "Responses" to go to the negotiation History page where you can see information on current responses. o o On the Search and Select: Suppliers page Page 139/209 . click Unlock to access it. you can use % as a wildcard. click Go. approved or new). and click Go. negotiation title.Oracle Sourcing Help When entering values. the Supplier Master. On the Manage Draft Negotiations page. Click Review and Submit to publish the draft. 2. You can use % as a wild card value 3. 5. minority-owned or small business. as well as information provided by the supplier company itself. 2. 2. You will also search for suppliers to add them to reusable invitation lists and/or negotiation templates. Scroll through the Results: Negotiations display until you find the correct negotiation. To search for and manage a draft negotiation: 1. You can also search the Approved Supplier list for suppliers of a particular status (for example. Click the Manage quick link under Drafts on the Negotiations Home page. select a search type from the menu. negotiation creator.5. Select the draft and continue processing.1. Click the Number link to go to the negotiation summary page where you can see information on the negotiation. you can send invitation notifications to particular suppliers inviting them to participate in the negotiation. Click Edit to update the draft. Scroll through the Results display until you see the target draft.4 Searching for suppliers: When creating a negotiation. for example. 4.1. 2. and proximity to open date (specified as the number of days outstanding). You can search the Supplier Master to identify suppliers who meet certain criteria. o You can search the Approved Supplier List to identify suppliers who sell a particular item or commodity. You can search on negotiation number. You can identify the suppliers you wish to notify by searching information in the Approved Supplier List. When you are finished. You can search both the Approved Supplier List and the Supplier Master at the same time.3 Searching for draft negotiations You can have draft negotiations which you and/or a group of collaborators are preparing for submission at some time in the future.5. If the draft is locked.

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

This includes addresses such as Bill-To and Ship-To. In some cases. Enter as many search values as required to efficiently qualify your search. Such lists include lists of item attributes or price elements. use a wildcard. From the Search Results display. 2.1.5. 3. The search value can be an address name. you may need to change the default to a different address. a partial name. Page 141/209 . you can search using multiple criteria. To search and apply a list: 1. a search on br% returns only Brussels. To search for and select a different address: 1. most lists allow you to search by the list name and/or words in the list description. Click the flashlight icon next to the address field.7 Searching for lists When creating a negotiation.1. Click Go. For each list. many attributes default according to the organization you select.6 Searching for addresses: While creating negotiations. The system performs a begins with search using any search values you entered. you can search for all lists that contain a particular list entry. or the search wildcard. The Search Results display shows all addresses that matched your search criteria. select the list and click the appropriate links or buttons to process the list if necessary and to apply it to your negotiation. such as the percent sign (%). 2.Oracle Sourcing Help 2. click the link to apply a predefined list. Additionally. enter a search value in the Search field and click Go. there are many predefined lists which you can apply to your negotiation to save time and standardize your sourcing practices.5. you can search for all price element lists that contain a particular price element. 3. a search on %Boston might return North Boston as a billing address. For example. For example. a search on b% returns both Beijing and Brussels. %. On the Search and Select page. On the negotiation creation page. Find the correct address and click Select. 2. For example. You are returned to the negotiation creation page with your new address appearing in the address field. If you do not know the beginning of the name. however.

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

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

To run the Savings by Category report. If Current Price is not available. savings is zero.1. or All Outcomes. Page 144/209 .2 Savings by Category report What is the Savings by Category report? The Savings by Category report displays your total savings broken down by item category.Oracle Sourcing Help 4. the report reflects only the system-hosted catalog item categories.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. see "How do I run the reports?" Note: For the Auction Outcome report parameter.2.1 "How do I run the reports?" Notes: Note the following when generating and evaluating report information: o o o o When entering a category search parameter. Amounts do not include lines where award quantity and award amount are unspedified.1) report for the items listed. with the category with the highest productive award appearing first.1.2. Once you have generated a Savings by Category 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. the report reflects only the system-hosted catalog item categories. Any report displaying calculated amounts do not include any RFI amounts. select Standard Purchase Order. 4. Any report displaying calculated amounts does not include any RFI amounts. To run the Awarded Bids Detail report. Section 4. Blanket Purchase Agreement. you can generate a Savings by Item (Section 7.1.3. Note the following when generating and evaluating report information: When entering a category search parameter. see. You can view the supporting awarded bid by clicking the Auction number or Bid number. Amounts do not include lines where award quantity and award amount are unspecified.2.

4. (If you see an Unknown File Type window. 4. See "What are the Sourcing Intelligence reports I can generate?" 2.. savings is zero.Oracle Sourcing Help Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. To run the Awarded Quotes report. Blanket Purchase Agreement. you may want to export the data to a spreadsheet application where you can analyze and format the numbers at your discretion.1.2. Note the following when generating and evaluating report information: o o o o When entering a category search parameter. click Export to Spreadsheet at the bottom of the report page. After you have generated your report. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. the report reflects only the system-hosted catalog item categories.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. savings is zero. Perspective for Java licensed from Three D Graphics. Any report displaying calculated amounts do not include any RFI amounts. Copyright 2000 Three D Graphics.3 How do I export data to a spreadsheet? You can conveniently view report data online. select Standard Purchase Order. Inc. If Current Price is not available. If Current Price is not available. You are prompted to save the file. or All Outcomes. click Save File. Inc . You can view individual quote details by clicking the quote number. There are two main steps in this process: To export report data to a spreadsheet: 1. Amounts do not include lines where award quantity and award amount are unspecified.) Save the file to the drive/location of your Page 145/209 . but at times.1. Generate the intelligence report of your choice. see "How do I run the reports?" Note: For the Auction Outcome report parameter.. 3.

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

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

Page 148/209 . 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. Any report displaying calculated amounts do not include any RFI amounts. If Current Price is not available.2. You can view the supporting awarded bid by clicking the Auction number or Bid number. To run the Awarded Bids Detail report. 4.3 What is the Awarded Bids Detail report? The Awarded Bids Detail report displays detailed information about auctions for which business has been awarded. or All Outcomes. 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. savings is zero. 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 is sorted by category. select Standard Purchase Order. Blanket Purchase Agreement. savings is zero. To run the Savings by Category report. 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. Once you have generated a Savings by Category report. Any report displaying calculated amounts do not include any RFI amounts. with the category with the highest productive award appearing first.2. 4. you can generate a Savings by Item report for the items listed. the report reflects only the system-hosted catalog item categories. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. Amounts do not include lines where award quantity and award amount are unspecified. see "How do I run the reports?" Note: For the Auction Outcome report parameter. Note the following when generating and evaluating report information: When entering a category search parameter.

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

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

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

pricing. price elements. use the Search Negotiations fields to access the Active Negotiations page. The Negotiation Summary page displays all the current information for this negotiation. (See Section 5.2.1.Oracle Sourcing Help Creating and managing sourcing events Updating profile information Viewing award decisions Updating profile information 5. Find a negotiation in which to participate (See Section 2. 3.4. The Notes and Attachments section displays any text messages from the buyer and any attached files. click the negotiation number to access the Negotiation Summary page for the negotiation in which you are interested. Attachments can be viewed by clicking the paperclip icon.1 “How do I access negotiations”). If the item has attributes.1 “How do I monitor negotiations to which I've responded”).3 How do I respond to a negotiation? Suppliers can respond to public negotiations and private negotiations to which they have been invited. (See section 5. Alternatively. Click the negotiation number to access the Negotiation Summary page.6 “How do I submit a response online”). 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. detailed item information. 5. 2. Submit your response (bid. Page 152/209 . or price breaks associated with it. you can view information on the item attributes by clicking the "View" link under the Details column. shipping and billing information. This includes such information as the time the negotiation. Under Open Invitations.1.4 How do I view the details of a negotiation before placing a response? 1. the response controls. 2. Monitor the action in the negotiation in which you are participating.1. To respond to a negotiation you must: 1. or quote).

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

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

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

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

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

providing a search value and clicking Go. 2. Once you have viewed all your attachments. 5. there will be two attachments for each line. The buyer can use the note text box for short communications or use attachments for larger amounts of information. 3. From this page you can continue placing a response. on occasion the buyer may need to communicate or request additional information such as specialized requirements. Alternately. By default. On the Line: page. Click the Lines subtab to see details of the negotiation lines. click the negotiation number link under Your Company's Open Invitiations to view negotiations to which you have been invited. the page displays the negotiation header information. click that line's number link. 5. To view the notes and attachments: 1.1. you see any notes and attachments assigned by the buyer to the line. From the Negotiations Home page. The second attachment is the line attachment.Oracle Sourcing Help 5. Click the negotiation number link to display the negotiation summary page. search for an open negotiation by selecting a search criteria. The first attachment is the requisition header attachment. 4. Notes and attachments can be assigned to the negotiation header or the negotiation lines. click Return to Negotiations to return to the negotiation summary page.1.7 How do I view the attachments associated with the negotiation to which I am responding? In addition to the typical negotiation information. 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. Price elements identify additional costs associated with an item which need to be negotiated in addition to the item price. 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. a buyer can add item attributes and/or price elements to any item(s) in the negotiation. Page 158/209 .8 How do I use item attributes and price elements when responding to a negotiation? When creating a new negotiation. When you respond to a negotiation that includes item attributes and/or price elements. To see the detail information for each line. you can view these specific item details (if allowed by the buyer) and enter additional values to target your response.

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

You cannot enter different proxy bid decrement amounts for each item. For example. automatic proxy bidding is discontinued.75. you can enter your proxy bid information in the appropriate fields on the Create Bid page. Note: After you have submitted your proxy minimum bid amount. Use numbers. When bidding on an auction that contains more than one item.300 on your behalf. you must provide the following information: Note: If at any time you wish to change your proxy bid information. If the bidding on an auction item in which your proxy bidding drops below your proxy bid minimum amount. Bid manually on the itemContinue bidding on the item by submitting bids manually. then enter a proxy minimum bid only for those items on which you want to proxy bid. You can also change the proxy bid minimum amounts. the system will continue to automatically rebid (by the proxy bid decrement amount you specify) until your proxy minimum bid price is met. you cannot change this amount unless the minimum amount is met in the auction bidding or you cancel the proxy bidding on the item. Proxy Bid Decrement You must enter the exact amount by which you want each of your proxy bids to decrease.Oracle Sourcing Help To activate proxy bidding: When you place a bid on an auction. Enter your proxy bid decrement amount. Your proxy bid decrement amount will be applied to the current winning bid in the auction. for example.400 bid is subsequently submitted. Whenever your bid price is exceeded by a competing bid price. the system will automatically submit a proxy bid of $3. You can change your proxy bid decrement if all items on the bid do not have proxy enabled. 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). Discontinue bidding on the item Page 160/209 . To submit a proxy bid for any auction item. not your own current bid. You can then do any of the following: Enable another round of proxy bidding for the item Enter new proxy bid information. you can proxy bid on all or selected items. Then submit the bid as normal. 10. Proxy Minimum Bid You must enter the lowest price you are willing to proxy bid for any auction item. and a $3. you can cancel your proxy bid and submit a new bid with the updated proxy information. if you have submitted a $3.500 bid in an auction with a proxy bid decrement amount of $100.

there may be certain instances in which the bidder needs to end proxy bidding early. the promise date offered by the bidder may need to be updated due to unforeseen situations at the time the proxy was begun. To cancel proxy bidding. click the Response number link. and click Cancel All Proxies. When the Rebid page appears. At this point. the bidder may wish to halt the proxy bidding to update bid information. you can monitor its progress by locating the negotiation number under Your Active and Draft Responses section of the Negotiations Home page. click Create Bid. continue entering your new bid information (including new proxy specifications if desired). The Cancel Proxy Bidding page redisplays without the line item(s) for which you just disabled proxy bidding (you can choose to retain proxy bidding on some line items but not others) 4. Once enabled. When you use power bid. this happens when the bidder needs to update bid information. Cancelling proxy bidding In most cases. all of your bids (losing and winning) in an auction are improved by the percentage you enter in the Power Bid field.1. click Cancel Proxy at the bottom of the page.11 How do I turn off proxy bidding? Proxy bidding allows a bidder to have the system automatically rebid whenever a competing bid is received. Usually. However. On the Rebid page. the bidder may wish to update the non-price related information to improve the price to total score ratio. Select the items for which you wish to disable proxy bidding.12 What is power bid? Power bid allows you to expedite your rebidding when you have bid on several items in the same auction. 3.Oracle Sourcing Help 5. The Cancel Proxy Bidding page shows all line items for which you have proxy bidding enabled. Once you have placed a bid using proxy bidding. To view the details of your current bid. once proxy bidding has been initiated. The bidder specifies the amount of the price decrement (expressed as a percentage or a flat price reduction) and the minimum price to offer. proxy bidding in suspended. To continue placing a new bid. Page 161/209 . For example.1. the system will continue to rebid at lower prices until the bidder's minimum bid price is reached. 2. Or in a multiattribute weighted negotiation. it can be allowed to run to conclusion. 5. 1. Click Create Bid to create a new bid. Power bidding cannot be used if any of the auction items contain price elements. In both these cases.

Your bid prices so not take effect until you click Submit Bid. for example. click the negotiation number and review the negotiation's details and lines. You can download an Excel spreadsheet or a text spreadsheet. 3. Click Recalculate to preview your power bid prices. 5. 4. Save the spreadsheet file to a convenient location. select the type of file(s) you wish to download. You can create the spreadsheet once and then make only the modifications necessary for a particular negotiation. 6. On the Create Bid page. If you want to return to your original bid prices.Oracle Sourcing Help To use power bid: 1.13 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. Access the open negotiation to which you wish to respond. Navigate back to the Quote/Bid by Spreadsheet page. Save the file. Access the auction on which you want to rebid. 4. 2. When you are satisfied with your power bid prices. After you have located a negotiation on which to bid. From the negotiation summary page. To download a spreadsheet and prepare your bid or quote offline: 1. Bulk loading is also useful if you respond to similar negotiations that occur repeatedly. click Clear Changes. Open the spreadsheet file and complete according to the instructions in the Read Me file included in the zip.25. On the Quote/Bid by Spreadsheet page. As you prepare to respond. Because you are only previewing your power bids. click Submit Bid and review the details of your bid. 3. Enter numbers. 7. even if your new bid price exceeds the current best bid for any auction item. The recalculated price appears in the Price field. 5. you may want to look at responses that have already been submitted (not viewable in blind or sealed auctions or in RFQs). select Create Quote/Bid from the Action menu and click Go.1. your bid status does not change yet. 5. 2. then click History to review responses. Page 162/209 . enter the power bid percentage by which you want to decrease each of your bids in the auction. You can then enter a new power bid percentage and click Go to revise your power bid.

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

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

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

Oracle Sourcing Help

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

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

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

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Oracle Sourcing Help

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

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

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

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

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

5.2.3

How do I track the status of my responses?

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

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

5.2.4

What information is contained on the Disqualified Responses page?

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

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5.2.5

What information is contained on the Awarded Items page?

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

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Promise Date The date by which you promised to deliver the item.Oracle Sourcing Help 5. Once a negotiation has been published.| Type The type of negotiation: RFQ. 5. Response Quantity The number of item units you offered to sell the buyer. Your Response Number The number you assigned your response.2.7 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. if any. Page 170/209 . or Buyer's Auction Item Description Description of the negotiation item. Response Price The price at which you offered to sell the item.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.2. Negotiation Number The number assigned the negotiation by the system. participants can communicate with each other by entering into an ongoing conversation called an online discussion. Reason Any message provided by the buyer explaining why the item was not awarded. The Rejected Items page shows: Response Number The number assigned to your response by the system.

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

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 update the non-price related information to improve the price to total score ratio. Negotiation Style Negotiation Respond to Creator Can Negotiation Respondents Can Respond to Creator only Creator only All respondents Open Negotiation One or more respondents Blind Negotiation One or more respondents Sealed Negotiation All respondents 5.Oracle Sourcing Help Online Conversation Participants Messaging Capabilities The table below details the rules governing the messaging capabilities of the negotiation creator and the respondents. there may be certain instances in which the bidder needs to end proxy bidding early. Usually. 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. At this point. it can be allowed to run to conclusion. the promise date offered by the bidder may need to be updated due to unforeseen situations at the time the proxy was begun. For example. Canceling proxy bidding In most cases. the bidder may wish to halt the proxy bidding to update bid information. Or in a multiattribute weighted negotiation. Note that the rules vary depending on the style of negotiation. proxy bidding in suspended. However. In both these cases. The bidder specifies the amount of the price decrement (expressed as a percentage or a flat price reduction) and the minimum price to offer.2. once proxy bidding has been initiated. Once enabled. Page 172/209 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

may not always correctly read the code examples in this document.Oracle Sourcing Help 6. 6. with good usability. a Windows screen reader.4 Product Integration and Licensing This documentation includes information about many features of Oracle Applications other than this product.2 Accessibility of Links to External Web Sites in Documentation This documentation may contain links to Web sites of other companies or organizations that Oracle does not own or control. services. Page 195/209 . These other Oracle Applications may require separate licenses. and Oracle is actively engaged with other market-leading technology vendors to address technical obstacles so that our documentation can be accessible to all of our customers. and contains markup to facilitate access by the disabled community. This documentation is available in HTML format. The conventions for writing code require that closing braces should appear on an otherwise empty line. visit the Oracle Accessibility Program Web site at: http://www.oracle. To that end.3. JAWS may not always read a line of text that consists solely of a bracket or brace. and must be fully installed to take advantage of their features. Standards will continue to evolve over time. our documentation includes features that make information available to users of assistive technology. to the disabled community. 6.3. Oracle neither evaluates nor makes any representations regarding the accessibility of these Web sites. however.3 Documentation Accessibility Our goal is to make Oracle products. and supporting documentation accessible.1 Accessibility of Code Examples in Documentation JAWS. 6. For additional information.com/accessibility/.

Copyright 2000 Three D Graphics.type (bid or quote).Oracle Sourcing Help 7.1.1. Page 196/209 . Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity.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. If Current Price is not available. the report shows the total amount generated by each sourcing transaction.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). savings is zero. Amounts do not include lines where award quantity and award amount are unspedified. Inc. see Section 4. as well as the total amount awarded to this supplier. For each supplier. Inc.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.3. You can sort the report by clicking on the any of the underlined column headings To run the Awards by Supplier report. Appendix 7. 7.

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

To create an attribute list: 1.1. Attribute lists are named groups of line attributes (line characteristics) that applies to a line in a negotiation. Page 198/209 . Active lists are available for use by buyers during negotiation creation. Click "Attribute" under the Reusable Lists area of Quick Links on the Negotiations Home page . the report reflects only the system-hosted catalog item categories. Any report displaying calculated amounts do not include any RFI amounts. To run the Awarded Quotes report. 3. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. click either Create Header Attribute List or Create Line Attribute List . Amounts do not include lines where award quantity and award amount are unspedified. On the Create Header Atttribute List/Create Line Attribute List page. or All Outcomes. 2.2 Reusable Attribute Lists 7.1 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. If you include an attribute list in a negotiation template. 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). Blanket Purchase Agreement. see "How do I run the reports?" Note: For the Auction Outcome report parameter. select Standard Purchase Order.Oracle Sourcing Help 7. You can view individual quote details by clicking the quote number. enter a name and description of your list and select a status.4 What is the Awarded Quotes report? The Awarded Quotes report displays information about the selected RFQs that have been awarded in the system. 7.2. Buyer cannot create inactive lists . savings is zero. If Current Price is not available. On the Reusable Attribute Lists page. Note the following when generating and evaluating report information: o o o o When entering a category search parameter.

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

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

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

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

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

enter information for the following fields: Code . Per-Unit .a fixed amount regardless of the number item units.how the cost for this price element is determined.a fixed amount for each unit of the item. 6.9) Page 204/209 .The default status is active. Description ." 5. On the Price Elements page. Fixed Amount . select the language for which you are defining the price element. 7. Click "Price Elements" under Auction/RFQ Tools.a percentage of the final negotiated item price. Click "Create Price Element. 3. You can change the statue to Inactive to prevent the price element from being added to any negotiations. From the Sourcing Welcome page. % of Item Price . Status .Oracle Sourcing Help To create a reusable price element: 1. You return to the Price Elements page. click the Auctions or the RFQs tab.8 Can suppliers communicate with each other while a negotiation is in process? This file has been obsolete. On the Create Price Element page. You can define the same price element to every language installed. 2. When you have finished entering. 4.a text description of the price element Pricing Basis .4. click Done. Please see How do buyers and suppliers communicate while a negotiation is in progress? (See Section 2.this name must be unique within all price element names.this code must be unique within all price element codes Price Element Name .

Add the clauses to a contract template. Unless protected. Prior to approval. Page 205/209 .1 About Clauses A standard clause is the legal or business language used to author a contract. Apply the contract template to a business document. at which point the clause becomes a non-standard clause.9 About Contract Templates Oracle Contracts enables you to define a standard set of templates to easily default terms and conditions for contracts authored by your organization. You can create and modify standard clauses in the Library. the text of a standard clause in the business document can be changed. A non-standard clause is a clause that you create to add in directly into the business document. Non-Standard Clauses Non-standard clauses exist only in business documents. Standard Clauses A standard clause is a clause defined in the Library (See Appendix 7. In order to make standard clauses available to be used in business documents. After you apply the contract template to a business document.9. Approve the contract template.Oracle Sourcing Help 7.2 “About the Contract Terms Library”). not in contract templates. Clauses are drafted based on both business and statutory requirements. You can either approve clauses before adding them to the contract template. 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. or you can leave the clauses in draft form. You can create templates that include both clauses and deliverables. 2. 7. 3. you must perform the following steps: 1. or a standard clause that you edit and make non-standard. all the clauses in the contract template automatically become standard clauses in the business document. These templates can then be used to default clauses and deliverables on a contract. the contract template can contain both approved and draft clauses.9.

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

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

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

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

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