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

...................... 107 2.............8 What are price breaks.............. 116 2. 112 2.................................. 109 2.....4........3...........1...........3....................................4..........4.....3 How do I respond on behalf of suppliers without Internet access?.............3.........4...3 Are there any shortcuts available when creating a sourcing document? .......................2....................... 107 2......................................1............................ 110 2......5 How do I create a deliverable and use it in a negotiation document?.......................................3...3 Monitoring Negotiations..........................1................ 99 2.... 97 2...................3.3..........................2.....................................4....1......2............................................11 How do I extend a negotiation that is in progress? .........................................4.................12 How do I change my auction's AutoExtend settings while the auction is in progress?...........4....................3.......................... and how do I use them?...........7 How do I analyze the responses I have received?......... 105 2............ 91 2.3.........................7 What are price breaks................ 88 2....1.....4......12 How do security levels work? ............... 114 2.........6 How do I copy a sourcing document?. 98 2....4........................................9 How do buyers and suppliers communicate while a negotiation is in progress? ...3.....................3................ 102 2.......................1 How do I create a deliverable and use it in a negotiation document?.......... 106 2...4.............1.Oracle Sourcing Help How do I use price elements? ...5 How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line?..... 92 2................................ 84 2........1..................................6 ...3....................1 How do I access negotiations? ............................................................................ and how do I create and use them? ....... and how do I use them?..2 Using Oracle Services Procurement and Oracle Procurement Contracts.....1........................... 84 What are Reusable Price Element Lists....................................3.................................................................................... 95 2.4......................13 What are global agreements.....................9 What are amount based line types................................... 117 Page 5/209 2........................... 93 2........1................................................ 105 2..1..................................2 What is a sourcing event? ... 102 2........3................. 96 2........................4.......3..... 108 2.........1...............1....... 104 2........10 Can I invite additional suppliers to a negotiation I've already created? ...... 98 2....................................................5 2................................1............... 115 2..... 96 2.....................................................3..............................4 Additional Creation Topics ..... and how are they used? ................................3...4........ 103 2. and how do I use them in my negotiation?................2.................2 What kind of services can I negotiate for?.....1.1......................8 How do I view the backing information for lines AutoCreated from Oracle Purchasing?................................................3 How do I define services related lines?................13 What is shortlisting and how do I use it? ..........3.....................14 How do I initiate a new round of responding?...........1....... and how do I use them in my negotiation?......................10 How do collaboration teams work? .......11 Who can participate as team members? ....... 86 2.........7 What are contract terms and conditions........4 Can I create and save sourcing documents without submitting them? ....1 What are some negotiations strategies I can use? .........................2 How do I monitor the negotiations I have created? .. and how do I use them?..4 What are contract terms and conditions... 88 2.1.. 106 2..............................6 How do I download the responses I have received? . 100 2........ 103 2....... 100 2............4 What are Your Negotiations at a Glance?... 114 2...................

...........................3 How do I export data to a spreadsheet? ........2 What is the Savings by Category report?....... 124 2.1....................20 How do I manage deliverables I have assigned to a negotiation?...........7 Searching for lists..........3........4.................................... 130 2.......2. 144 What is the Awarded Bids Detail report? ............ 133 2............................... 137 2.........4 How do I award business in an RFQ or auction?......... 141 2.......3 Awarded Bids Detail report ......................3................................4..................................................................9 How do I disqualify responses I receive for an RFI.3......................5......................1........ Sourcing Buyer Intelligence Reports...........4 Awarded Quotes report ......... 124 2.1 How do I run reports? ............................1.................................. 145 What is the Awarded Quotes report? ....................................... 123 2....................... 138 2...........................1 What is the Awards by Supplier report? ..5 Searching...... 122 2........................1 How do I search for information on Oracle Sourcing? ...............................................5..Oracle Sourcing Help How do I close a negotiation before its scheduled close date and time?.....7 How do I use a spreadsheet to award negotiation items?.................................................................1 What is Sourcing Intelligence? ............................. 133 2............ 143 4............ 144 4.......... 136 2......................6 How do I manually score header attributes? ........................................................................................ 137 2........3..........4 Awarding Negotiations ....................13 What is contract binding?............. 120 2........... 143 4...........4...1.......1......... 127 2............4........... 129 2..........1 How do I view the responses I have received? ........... 145 4.1 Searching for your negotiations in which you are participating: ....5........4.. 135 2................................... 148 Page 6/209 2.............. 147 4....4..................... 138 2...... 142 4....5...................................... My Profile .....16 How do I cancel a negotiation?........................5 Searching for lines and categories............................................................2 Searching for all negotiations to which you have access:.......2............................1............5..................... 124 2.............1.1 How do I update my Sourcing personal options? .................................4 Searching for suppliers:.... 147 4................. 140 2......2 Savings by Category report..............................1....................................15 ...........1...........3......2.....2..... 139 2.... or auction? ................................. 143 4................................4.........................1 Introduction to Sourcing Intelligence.......8 How do I allocate backing requisitions among awarded items? ....................6 Searching for addresses:.........................1 Awards by Supplier report ......1..19 How do I view the approval history for my negotiation? ...................2...11 Can I see information on my negotiations once I have completed awarding them? ........4........................................................... 144 4................... 142 3.............................................................10 What information is contained on the Award Summary page? .......................17 How do I create an amendment to a negotiation? .......... 147 4...........1......2 Intelligence Reports ...........18 How do I print information on my negotiation? .................................4................5.......................................2....2 What are the Sourcing Intelligence reports I can generate?................... 139 2..4............1...4......4......1................ 124 2.......... 137 2............. 120 2.............. 143 4....................................................3 What are the different methods I can use when performing awards? ............................. 143 4.... 131 2.............. 141 3..............................................3..........3 Searching for draft negotiations .................5 How do I download the responses I have received? ........ 128 2............ 145 4...3..............12 How do I generate a purchase order document? ...........................4............... RFQ...................... 120 2..................................1.. 121 2.......1.................5...5....2 How do I unlock and unseal a sealed RFQ or auction? ...................................

...2 How do I use Quick Links?.. 159 5......1...............................................1...1......1.......1....................5 How do I respond to a Request for Information (RFI)?.......6 What information is contained on the Rejected Items page?...... 176 5..................................1.... 172 5.... 159 5...................................................2................. 158 5.....1.............2....................9 What is AutoRefresh? .............8 How do I use item attributes and price elements when responding to a negotiation? ....................................2....................1 How do I access negotiations? .........................1... 163 5........... 149 5.......................................10 How do I respond to an amendment to a sourcing document? .........1.................................................................... 162 5............. 170 5...........12 How do I respond to a service-related line?...........3 What is the Awarded Bids Detail report? .......2......... 178 6.2................4 What is the Awarded Quotes report? .................................1 How do I search for negotiations? ............................. 154 5.......................... 151 5...................3......... 178 6......................................................................................12 What is power bid?..3 Searching......................5 What information is contained on the Awarded Items page? .............1...... 150 5........ 164 5...................................... 153 5................................................2..1..........................1....................1........2 Monitoring Negotiations............... 167 5..... 179 Page 7/209 ........2..11 How do I respond to a deliverable defined to a negotiation?....................................... 163 5..................................3 How do I respond to a negotiation? . 167 5......................19 How do I respond to a service-related line?........................ 177 6...1....2.................9 How do I print information on my negotiation? ..............................................................17 How do I respond to an amendment to a sourcing document? ............................. 161 5.......................... 178 6.......... 165 5...........1 Additional Topics .........Oracle Sourcing Help 4...................................... 161 5...........2........1......................................... 152 5..............................13 How do I download a spreadsheet and respond offline?.........18 How do I respond to a deliverable defined to a negotiation?............................6 How do I submit a response online? ..................................................................... 152 5.......................... 175 5............................................. 166 5........ 167 5.............................. 150 5................ 179 6.......3 What is a WinZip (or zip) file? ....15 How do I respond to a negotiation that has gone to an additional round of responding?.................... 167 5.................. Additional Information......16 Why would a negotiation have special terms and conditions? ............................7 How do buyers and suppliers communicate while a negotiation is in progress? ...11 How do I turn off proxy bidding? ............................... 168 5.........................................3 How do I track the status of my responses?............................2.1........................2.......................... 174 5.10 What is proxy bidding and how does it work?.........2.............. 150 5.........................................8 How do I turn off proxy bidding? ........................................1......7 How do I view the attachments associated with the negotiation to which I am responding? ......................1..................................................4 How do I view the details of a negotiation before placing a response? ........14 How do I rebid on an RFQ or auction? ..................................................2............. 169 5........2 Can international companies participate? ..........1 How do I monitor negotiations to which I've responded? ............1.................. 148 4.................1......1..............1.......1 What are the benefits of registering and participating in this system? ...............................4 What information is contained on the Disqualified Responses page? ..... 158 5..................... Help for Sourcing Suppliers............................. 170 5............1 Responding to Negotiations............. 173 5...... 164 5...2......2 How do I use Quick Links?......... 177 5.............................

..... 198 7........9.5 How do I use the Graphical Monitor to view responses to items in my negotiation?......... 180 6.............. 180 6..9...................................4 What is the Awarded Quotes report? ............. 206 7..................................... 207 Deliverable Variables........................................................................................................................................................1 What are the Sourcing Intelligence reports I can generate?.............. 197 7............................................................2 What is the Savings by Item report? ................................. 199 7...........................................................................1........ 197 7.....4 Why can't I access some pages............................................................................1 About the Contract Terms Library.............................................. 205 Standard Clauses ........................... 206 Table Variables .8 Can suppliers communicate with each other while a negotiation is in process? ................... 196 7...........................2.....................................................................................2 Accessibility of Links to External Web Sites in Documentation.................. 207 User-Defined Variables.2 About Variables .........1 About Clauses .................................................................... 205 7............................... 195 6..1 Accessibility of Code Examples in Documentation .................................................................3.... 195 6........ Appendix ...... 207 Variable Identification .................... 205 7.....................................1..................9 About Contract Templates .......1............................................................4 How do I enter business terms and conditions for my RFxs and auctions? ..................................... 198 7. 205 Non-Standard Clauses...............................6 What if I have problems uploading files? .................................................... 203 7...............................................3 Documentation Accessibility ............................................ 207 Value Sets for Variables..3............................................... 203 7.... 180 6...... 206 System-Defined Variables ............. links...........................Oracle Sourcing Help 6...........1...........................1.........................9........................3 About Deliverables........................ 195 6........................... 200 7....................... 180 6..............3.......................................4 Product Integration and Licensing..............2 Reusable Attribute Lists ................................ buttons............................................. 202 7....... 195 7..............................1 How do I create an attribute list? ....................... or task bar options? .. 196 7................................ 198 7.........9..................................5 Whom should I contact about technical difficulties?................. 199 7............................................ 196 7..1.......7 What are reusable price elements and how do I create them? .........3 What are score settings and how do I use them with header attributes? .............................................................. 208 7...6 Why are some RFQs and auctions associated with a sourcing event? ..............................1 What are header attributes and how do I use them?...3 What is the Awarded Bids Detail report? .............1 What are the Awards by Supplier report? .....................................................1................................... 208 Page 8/209 ................1.................2 Glossary.................................... 204 7..

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

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

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

Page 12/209 .Oracle Sourcing Help 1. and item-specific attributes. Buyers use real-time interaction to obtain information on suppliers' products and services.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.4 “How do I create and edit a reusable invitation list”) Sourcing Template (See Section 2.2.4. quantity.1. and then use that information to create negotiations that drive prices based not only on price.3. but on lead times.2 “Glossary”) Terms and Conditions enforcement (See Section 5.2.1 What is Oracle Sourcing? Oracle Sourcing offers flexible negotiation capabilities to buyers and sellers.1. and buyer's auctions.1.1.2 Getting Started with Oracle Sourcing 1. Buyers and sellers. Common Functionality All sourcing document types have the following common functionality to simplify the negotiation creation process: Reusable Attribute Lists (See Appendix 7.1. enabling them to efficiently obtain the best possible prices for goods and services.1 Frequently Asked Questions: Oracle Sourcing 1.requests for quotations (RFQs).1.2.2.6 “How do I copy a sourcing document”) Multiple Currency support (See Section 2. who might never meet face-to-face. requests for information (RFIs). Prices are established based on actual supply and demand at the time the negotiation is transacted. The four different types of sourcing documents available . Buyers can use the information obtained to subsequently conduct an RFQ or buyer's auction. “How do I create and edit negotiation templates?”) and Copy features (See Section 2.2.1. can bypass intermediaries and establish relationships that might not have been possible using more traditional methods of buying and selling.7 “Can I accept responses in multiple currencies”) Multiple Language support Notes and Attachments (See Chapter 6.1 “How do I create an attribute list?”) Reusable Invitation Lists (See Section 2.

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

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 .

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

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

10) Price Elements Attribute Based Bidding (See Section (See Section 5.15) Buyers can manually extend an RFI or close an RFI earlier than the scheduled close date.Oracle Sourcing Help Attribute Based Bidding (See Section 5. Page 17/209 .1.1.1.1.3 What time saving functions are available to me when creating negotiations? There are many ways you can streamline the creation of sourcing documents: Copying an existing document You can copy documents that you.4.3.1.4. Bids buyer.8) Price Elements (See Manual Section 5.2) Information obtained during the RFI can be used to create a new negotiation document.3.1. Convert to negotiation document (See Section 2. The details of the document such as the controls. or any other users in your organization.4.1.1.1. Multiple If allowed by bidders may multiple bids.4. Decrement/Increment (See Section 2.11) Price Breaks (See Section Price Breaks (See Section 2.11) an RFQ or close an RFQ earlier Early Close (See Section than the 2.1.4. and invitation list are copied into a new document which you can edit if necessary. terms and conditions. Manual Extend/Early Close (See Sections 2. have previously created.11) Buyers can Manual Extend (See manually extend Section 2.15) scheduled close Minimum Bid date.11/2.8) 5.1.8) Extend/Early Close (See AutoExtend (See Section Section 2.7) 2.2.8) Section 5.11) 2.10) Bidding (See Power Bidding (See Section 5.1.7) 1. item information.1.4.1.8) RFIs use item attributes to solicit item information from suppliers. Multiple Quotes The RFQ business process allows suppliers to submit a single quote per round. submit Other Proxy Bidding (See Attribute Based Section 5.

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

Depending on the setting chosen during the negotiation creation. These attributes represent important aspects of the item for which the buyers need information from their suppliers. From this page you can access and edit any of your draft negotiations. 1.1. 1.6 What is attribute based negotiation and how can I use it? Attribute based negotiations enable buyers to define multiple item-specific characteristics. you can click "Continue editing your draft.2.2. Item attributes and their responses comprise the heart of the RFI process. 1. optional. in essence "answering" the buyer's question.1. these attributes can be either required. and delivery." Alternatively. 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.5 Are reusable invitation lists and reusable attribute lists shared across all three negotiation types? Yes. You are granted exclusive control until you release it. quantity. 1.8 How do I stop others from editing a draft negotiation I am working on? Every time you edit a draft negotiation the system automatically locks the document. you see the Confirmation page.7 I just saved a negotiation as a draft document.Oracle Sourcing Help 1.1. ensuring that only one user can work on a draft at any time. that allow bidders/suppliers not only to respond to the price.2. From this page. The document is released when Page 19/209 .2. Buyers can efficiently create and award RFQs and auctions while suppliers can also use this functionality to assist in bidding in auctions or submitting quotes for RFQs. you can click "Manage Draft Negotiations" to access the Manage Draft Negotiations page.1. Suppliers reply to the item attribute. How do I continue working on it? You can continue working on a document saved as a draft by After clicking Save Draft. or display only.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. When creating an RFI. these lists are shared across all document types and can be accessed by the buyer as required. called item attributes. buyers define attributes for negotiation items. but also to other features salient to each item.1.2.

However. (The original creator can always unlock a draft.) Another user removes the lock.1.1. Negotiations with Round Completed are not available for awarding.11 Why do some items in my negotiation have item numbers and others do not? Item numbers and item revisions appear if the negotiation item is AutoCreated from a requisition line having an item from the item master. you are not required to enter any information. (Users with the appropriate function security.10 If I have saved a draft of a new Quoting/Bidding round. It is removed from the system. you can delete the draft for the new round from the Manage Draft Negotiations page. You submit it (the draft becomes a valid negotiation in the system).) 1.12 I know I can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing. The system automatically updates the status of the previous round to Closed.2. 1.1. can I award business to quotes/bids from the previous round? Once you save a new round of Quoting/Bidding. The draft creator selects the draft and clicks Unlock on the Manage Draft Negotiations page. Negotiations lines entered directly in Oracle Sourcing can include item numbers and item revisions if the item information was retrieved from the Item Master. Each has its own benefits: Page 20/209 .2. the system automatically updates the status of the previous round to Round Completed.2. If you wish to create a draft for a new round. making it available for award. can unlock draft auctions/RFQ which were locked by other users. You can save an negotiation as a draft as soon as you get to Step 2. The information from the previous round is enough to save a draft. You delete it from the Manage Draft Negotiations page.2. 1.1.9 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.Oracle Sourcing Help You save it. What are the differences? You can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing. such as the Sourcing Super User.

Custom attributes having weights and scores are called weighted attributes and require a response. As responses are received. 1. the more important the attribute to the item.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. the system calculates a weighted score for each attribute response and a Total Score for the item. 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.Oracle Sourcing Help RFQs/auctions in Oracle Sourcing Real time bidding. Weights and scores can be assigned to the custom attributes.1. 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. Scores represent the desirability of that attribute value or range of values compared to other values. Scores are numbers between zero and 100 and are assigned to each possible attribute value or range of values. The higher the score. or need-by date. The old Sourcing negotiation number remains on the requisition line until a buyer creates a new negotiation using the requisition. monitoring analysis and RFQs/auctions in Oracle Purchasing Integrated with the item master RFQs can be created by copying from blanket agreements Online Quoting/Bidding possible Spreadsheet Quoting/Bidding possible Suppliers can quote using EDI Buyers and suppliers can negotiate on Buyers and suppliers can create price price elements. breaks. the more desirable the attribute value or range of values. New buyers can then manage the requisitions as needed. quantity. The goal of scoring is to motivate a respondent to respond with quotes/bids most closely matching the desired attribute values.2.2. Page 21/209 . 1.13 What happens if I cancel a negotiation having backing requisitions in Oracle Purchasing? As soon as you cancel a negotiation with backing requisitions. the requisitions become available again to AutoCreate in Oracle Purchasing. The higher the weight.1. It then ranks the scores for the same item from different respondents based on a Price to Total Score ratio.

the system ranks the supplier only on the basis of price.2. reflected in the Price to Total Score ratio. The buyer can still award the item regardless of the ratio. the system will automatically convert the responses to the negotiation currency.1. 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. In other words. It is the ratio of Quote/Bid price of an item to the sum of the weighted scores of all the Quote/Bid values submitted for that item.16 What is the difference between Price-Only and Multi-Attribute Weighted Scoring RFQs/auctions? In a price-only negotiation.Oracle Sourcing Help 1. In a Multi-Attribute Weighted Scoring negotiation. The lowest ratio receives the highest rank. item attributes can be scored and weighted.1. 1.18 How do I invite non-registered supplier contacts to register with the system? If a supplier company has already been defined to your system (using Oracle Purchasing) and you know of any non-registered contacts at the supplier company whom you wish to invite to current or future negotiations. suppliers can quote/bid on price. A buyer can view bids plotted on a Price to Total Score graph to assist in analysis of quotes/bids.2. it offers the best value for the money.1. delivery dates and attributes of an item. When you create a new negotiation. Though suppliers in a multi-currency negotiation can submit responses in several currencies. the buyer can still award the negotiation to any supplier regardless of the Price to Total Score ratio values. Whenever you view the responses you have received. but it offers the lowest price per point of score.1.2. The lowest ratio among competing responses may not offer the lowest price. 1. 1.15 What does the Price to Total Score ratio mean? The Price to Total Score ratio is calculated only for Multi-Attribute Weighted Scoring RFQ/Auctions and is used to rank quotes/bids. the negotiation currency defaults to the functional currency defined for your operating unit. The winning response is decided based on the buyer's definitions of the relative importance of item attributes. however. To lower the ratio for an item included in a bid. they are allowed to respond in only one currency per response. you can allow bids or quotes in currencies other than the negotiation currency. quantity. In both price-only and Multi-Attribute Weighted Scoring negotiation.17 Can I accept multiple currencies in my negotiation? Yes. However. you can invite these users Page 22/209 .2.

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

" 2. Click Register. From the Portal page. and participate in the negotiation Preview or open Buyers date/time Preview or open All invited suppliers date/time Preview or open All invited date/time contacts additional To invite them to register.2.20 What is the purpose of notifications? Who receives them and when? Notifications are used to communicate specific events to users. Select the applications to which the user will have access. Search for and select the supplier company name by using the flashlight icon (if the supplier company information does not exist within the system. You receive a confirmation that the new user has been registered. On the Register an External User page.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.Oracle Sourcing Help To register a user yourself: Anyone with the Sourcing Super User authorization. click "Register a Supplier User.1. 1. acknowledge intent.2. a buyer with the appropriate authorization can add the company to your Supplier Master). 1. 3. 1. enter the required information. Event Recipient Purpose To inform them that the negotiation is open for previewing or bidding To invite them to acknowledge intent.1. can directly register and approve users. Invitations are automatically sent to each supplier. and participate To inform them about the newly updated close time To inform about the extended close date/time newly Early close of an All invitees and suppliers RFQ or auction Extend close date/time of an All invitees and suppliers RFQ or auction Page 24/209 .

or all a certain Quote/Bid has been quote suppliers in the sealed disqualified RFQ. The negotiation duration is the length of time between either the preview date (if the buyer specified one) or the open date. and the close date.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. Negotiation Duration Reminder Email Sent Equal to or less than One hour after the Preview/Open Date 24 hours Page 25/209 .21 When does an invitee receive a reminder email notification? If companies do not acknowledge participation by a certain time. When the reminder gets sent depends on the duration of the negotiation. 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 1.2.1. they receive a reminder email notification once the negotiation has opened for either previewing or responding.

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

" Select the indicator and specify whether users can override your selection.26 How many characters can be entered into the Item Description and the Note fields? For an Item Description field.27 Can the system administrator require buyers to use a certain rank indicator? Yes.1.1. Click the Administration tab. which includes the purchase order numbers along with other information. select Award Summary from the Action menu and click Go. 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. click the response number link to view the information on that response including the corresponding purchase order created for that response. you can enter a maximum of 240 characters. In Oracle Sourcing. 1. Page 27/209 .1. You can also search Oracle Purchasing by entering the original requisition information. the negotiation number.2.25 Can I invite additional suppliers to an RFQ or auction I've already created? Yes.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. You can search for the purchase orders in Oracle Purchasing by entering the negotiation data. On the Negotiations Summary page. for example. and then click "Negotiations Configuration. Any user assigned the appropriate job function can add suppliers to an RFQ or auction any time before the close date and time.2.2.Oracle Sourcing Help 1. you can enter a maximum of 2000 characters. For a Note field. You can check your Notifications for the Purchase Order Creation Notification. 1.1.2. you can require a particular indicator be used for all negotiations. As the system administrator. 1. On the Award Summary page.

Once the RFQ is completed. RFQ modification or awarding (See Section 2. Once suppliers have submitted an initial round of quotes.1.1. RFQs supports both blind and sealed RFQs.2.4.3.5. RFQs typically consist of multiple rounds with competition focused on whether supplier(s) can meet the specific requirements. RFQ creation (See Section 2. 3. RFQ monitoring (See Section 2. 2.2.Suppliers view the RFQ details and submit their quotes online.1.1. The suppliers' responses to the RFQ allow the buyer to compare quotes and negotiate the best price and specifications for the good or service. Reusable attribute lists (See Appendix 7. RFQ Capabilities RFQ templates (See Section 2. Buyers analyze the quotes and either award the RFQs or modify the RFQs and open them for another round of quoting.Buyers can monitor real-time quote activity and take appropriate action. suppliers are immediately notified of the results via online notifications.2 “How do I monitor the negotiations I have created”).1 “How do I create an attribute list”).4 “How do I award business in an RFQ or auction”). Price elements (See Section 2.2 Getting Started with RFQs RFQs support the full business process to solicit quotes from suppliers.3 “How do I create and edit negotiation templates”). Suppliers cannot view competing quotes while the negotiation is in progress. The RFQ process usually lasts days or weeks through multiple rounds of negotiations.2. 4.2.3 “How do I respond to a negotiation”).5 “How do I use price elements”). Quote preparation and submission (See Section 5. RFQs enable buyers to collect quotes from suppliers for complex and hard-to-define items or services. Page 28/209 . Reusable invitation lists (See Section 2.Oracle Sourcing Help 1.1. Buyers initiate RFQs that may include multiple line items by publishing the RFQ and inviting suppliers. RFQ is typically used for complex items or services such as made-to-order manufacturing items or construction projects. buyers can review quotes and award the RFQ or submit a modified RFQ for another round of quoting.1 “How do I create a new negotiation”).4 “How do I create and edit a reusable invitation list”). Steps in the RFQ process include: 1.1.

Page 29/209 . Canceling RFQs (See Section 2. or auction”).Oracle Sourcing Help Price breaks (See Section 2. Terms and Conditions enforcement (See Section 5.1.8 “How do I use item attributes and price elements when responding to a negotiation”).1.11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2.15 “How do I close a negotiation before its scheduled close date and time”).16 “How do I cancel a negotiation”)and Disqualifying quotes (2. Sourcing Events (See Appendix 7. RFQ. Multiple RFQ styles: blind or sealed (See Section 6. Capture Total Cost (See Appendix 7.1. Quote comparison (See Section 2. (See Section 2.4.14 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”). Integration with Oracle Purchasing (See Section 2.2 “How do I monitor the negotiations I have created”).3.4. Real-time status updates Notes and attachments (See Section 6.5.4 “How do I award business in an RFQ or auction”).2 “Glossary”).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. and how do I use them”).4. Manual extend (See Section 2.4.7 “What are reusable price elements and how do I create them”).16 “Why would a negotiation have special terms and conditions”) Quoting online (See Section 5.6 “How do I submit a response online”) and offline (spreadsheet quoting). Multi-round quoting (See Section 2.2 “Glossary”).5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”).6 “Why are some RFQs and auctions associated with a sourcing event”). Online or offline awarding capability (spreadsheet awarding). Monitoring quote activity in real-time (See Section 2.5.1.9 “How do I disqualify responses I receive for an RFI.7 “What are price breaks.13 “How do I download a spreadsheet and respond offline”). (5.1. Graphic RFQ monitor (See Appendix 7.4.14 “How do I initiate a new round of responding”).4.1.

3. The system validates the data. 1. you can upload items using a spreadsheet. The Unseal Date is the date when the buyer unseals the unlocked RFQ allowing the suppliers to view the quotes as well. This allows you to create your multi-line RFQ quickly. but you must enter the weights and scores for an item's scored attributes online. Page 30/209 . 1.2.2. You can contact the buyer who created the RFQ and ask to have your quote disqualified. It is the RFQ buyer's reference and review currency.Oracle Sourcing Help 1.3.2.2.3. Quote Currencies Additional currencies in which quotes will be accepted. You can prepare your list of RFQ items offline and upload the completed spreadsheet.3 Can I cancel or retract my quote? No. Quotes are converted to the RFQ currency for quote review. 1. 1. but quote disqualification is at the discretion of the buyer. Suppliers can choose the Quote currency in which they will place their quotes.2 Can I submit multiple quotes per round? If allowed by the quote controls. An RFQ buyer can setup an RFQ to accept quotes in multiple currencies by selecting the RFQ currency and then identifying any Quote currencies in which quotes will be accepted. you can submit multiple quotes within the same round. ensuring the integrity of the submitted RFQ items.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.2.3.3 Frequently Asked Questions: RFQs 1. In a Multi-Attribute Weighted Scoring RFQ.3.1 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.4 What are the Quote Currency and the RFQ Currency? RFQ Currency The RFQ currency is the functional currency for the set of books of the organization under which the RFQ was created.2.

Promise Date is an required field.3. the Promise Date is optional. During the upload. See How do I invite suppliers to my RFQ or auction? for details on identifying contacts.3.2.11 Can I invite additional suppliers to subsequent rounds of an RFQ? Yes. When creating additional rounds for an RFQ. Suppliers complete the quoting process by uploading the spread sheet back to the system. Downloading the RFQ contents allows suppliers to quickly respond. the Promise Date is required only if the RFQ uses multi-attribute weighted scoring and Promise Date is one of the scored attributes. 1.3. You can invite suppliers by selecting them from the supplier master list.9 Is an RFQ always blind or sealed and why? An RFQ is always either blind or sealed. 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.Oracle Sourcing Help 1. spreadsheet items are validated to ensure the integrity of the submitted quote. Page 31/209 . 1. In all other cases.2. In an RFQ whose outcome is a blanket purchase agreement. 1. An automatic invitation will be sent to each invited supplier.2. and why would I enter one? In an RFQ whose outcome is a standard purchase order.3.6 What is the most efficient way to quote on many line items in an RFQ? If an RFQ consists of many line items.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. When Promise Date is an optional response.3. Once the supplier has provided you the email address.2.2.3. This is one of the feature of RFQs and mirrors the general off-line behavior of this negotiation model.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. you can enter a Promise Date to differentiate your response from other competing responses.2. you can enter the address in the Additional Contact Email field during negotiation creation. completing multiple item attributes. you can invite additional suppliers by using the same process employed during the initial RFQ creation. 1.8 What is the Promise Date. 1.

can I see who is bidding? In a sealed RFQ.3. Use the negotiation number in the Search Negotiations fields on the Negotiations Home page to access the negotiation. however. 1.2.2. On the Negotiations Summary page. 1. select Close Early from the Action menu to close the RFQ. you can use the Graphical Monitor to view quotes.13 Why can't I see the graphical monitor in a sealed RFQ? While an RFQ is sealed. none of the details are available for viewing by any suppliers. 3. you can start another round of quoting.15 How do I start another round of quoting in an RFQ? Once an RFQ has been closed. you cannot see either the name of the respondent or the details of the bid until you unlock the RFQ.Oracle Sourcing Help 1. 2. Select Start New Round from the Action Menu.3. you can see how many quotes are being placed.12 In a sealed RFQ.3.2. On the Start New Round page. you can manually close your RFQ earlier than the original close date/time. 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 .14 Can I close my RFQ earlier than the original close time? If you select the Early Close option when specifying quote controls.2. 1.3. Once the buyer has unlocked and unsealed the quotes. 1.

Bidders participate in the auction by viewing the Page 33/209 .4 Getting Started with Auctions Getting Started with Auctions Auctions offer complete.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 “How do I respond to a negotiation”). quantity and item-specific attributes. such as office furniture or memory chips.2. the business terms and conditions and intended bidders. Because most auctions are open for short periods of time. Steps in the auction process include: 1. Prices are established based on actual supply and demand at the time the auction is transacted.2.1.Oracle Sourcing Help 1. Creating the auction (See Section 2. typically a matter of a few days. Responding to the auction (See Section 5.1. the bidding process moves quickly which results in increased competition.1. Auctions are typically focused on creating competition between bidders. Auctions last for a set period of time. 2. flexible auction capabilities to buyers so they can efficiently obtain the best possible price for goods and services.3.1 “How do I create a new negotiation”). Negotiations allows buyers to establish either public or private auctions to meet the specific needs of buyers. Auctions enable buyers to solicit bids for goods and services that are clearly defined.The buyer defines the auction and includes all the auction item information. 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.

2.The buyer and all other participants can monitor the real-time activity during the auction and take action as necessary. Once the auction is completed.3.1 “How do I create an attribute list”).7 “What are price breaks. Proxy bidding (See Section 5. Auction features include: Auction templates (See Section 2. 3.2.4 “How do I create and edit a reusable invitation list”). Sourcing Events (See Appendix 7. If permitted by the auction rules. Minimum Bid Decrement/Increment (See Section 2. Attribute based bidding (See Section 5.2 “How do I monitor the negotiations I have created”). Evaluating and awarding bids (See Section 2.3.3 “How do I create and edit negotiation templates”).1.1. Reusable attribute lists (See Appendix 7.1. bid quantity.1.5 “How do I use price elements”).1.11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2.4 “How do I award business in an RFQ or auction”). The buyer analyzes the bids and awards the auction based on the price. Power bidding (See Section 5. Price breaks (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.Oracle Sourcing Help auction items and submitting bids online.15 “How do I close a negotiation before its scheduled close date and time”).1. Autoextend feature (See Section 2.8 “How do I use item attributes and price elements when responding to a negotiation”).1. and how do I use them”). Monitoring the bid responses (See Section 2. Reusable invitation lists (See Section 2.1.4.1. 4. bid attribute value(s). blind or sealed (See Section 6.12 “What is power bid”).11 “What are response controls”).2.10 “What is proxy bidding and how does it work”).5. Page 34/209 . Capture Total Cost (See Appendix 7. bidders can view competitive bids during the auction.1.4.1.2 “Glossary”). Multiple Auction styles: open. Price elements (See Section 2. Manual extend (See Section 2.7 “What are reusable price elements and how do I create them”).4.11 “What are response controls”).

Oracle Sourcing Help Canceling auctions (See Section 2. Integration with Oracle Purchasing (See Section 2.1.1.9 “How do I disqualify responses I receive for an RFI.5. (5.4 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”).4 “How do I award business in an RFQ or auction”). or auction”).13 “How do I download a spreadsheet and respond offline”).5.4. Graphic Auction Monitor (See Appendix 7. Purchase order generation Real-time status updates Bidding online (See Section 5. Bid comparison (See Section 2.6 “How do I submit a response online”) and offline (spreadsheet bidding).4. Monitoring bid activity (See Section 2.2 “Glossary”).2 “How do I monitor the negotiations I have created”).1. RFQ.5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Notes and attachments (See Section 6.1. Online or offline awarding capability (spreadsheet awarding).5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”).16 “How do I cancel a negotiation”) and Disqualifying bid (2. (See Section 2. Page 35/209 .4.

Page 36/209 . 1. Everyone can see the bid content once the auction is unsealed. and 3. 1. All registered users in a company can bid on the same auction. You can elect to display the target price to participants.2.5 Can someone in my company award an auction that I create? If granted the appropriate authorization.2 What is the difference between Quote/Bid start price and target price? When creating a new RFQ or auction. Note: Two people from the same cannot quote in the same RFQ. links.4 What is the target price used for? The target price is mainly used for internal performance analysis for the buyer.Oracle Sourcing Help 1.2. 1. but only the buyer can see the identity of the bidder.2.5.5. The auction to which they are responding is not owned by their company 2. provided that: 1.4 “Why can't I access some pages. The buyer can also choose to display the target price to the bidders for reference. buttons. or task bar options”).2.5. Buyers are not required to designate a target price for every item.2.2. They have the appropriate function security (See Section 6. The bid controls for this auction allow multiple bids per round .5. 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. 1.5.1 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.6 Can two people from the same company bid on the same auction? Yes.2. 1.5 Frequently Asked Questions: Auctions 1. The target price is the price you hope to pay for one unit of an item.5.1. 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. someone else at your company can award an auction created by you. you can optionally set a bid start price (quote start price for an RFQ) and target price for every item in the RFQ or auction. The buyer can see the bids once the auction is unlocked.

1.8 If my RFQ/auction is open to all suppliers. why would I invite suppliers to participate? For a public RFQ/auction. can they view each other's bid details? Depending on the auction style.2.13 “How do I invite suppliers to participate in my negotiation”) to participate. After you initiate a new round of responding. that supplier receives an e-mail notification about your RFQ/auction. RFQ.9 How do I initiate a new round of quoting or bidding? After your RFI.2.7 When two respondents from the same company place bids. However.5. you are not required to send invitations to any suppliers.1. you might want to send invitations to increase specific suppliers' awareness of your RFQ/auction and encourage participation. 1.5. and your RFQ/auction appears in that supplier's "Open Invitations" list of invitations. Page 37/209 . or auction has closed.5.2. When you invite a supplier (See Section 2. 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). none of the previous responses submitted are available for awarding. 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.Oracle Sourcing Help 1.

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

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

you can enter the date and time (prior to the open date and time) the negotiation is available for previewing by all eligible participants.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. You can also choose to open the negotiation immediately. o Possible Invitation List Changes If you invited suppliers in the previous round. Additionally. You can also choose to open the negotiation for preview immediately. Preview Date For RFIs. *Close Date The new date and time the RFI. o Response Controls Modify other Response Controls as necessary. Page 40/209 . Click Review. Click Suppliers to modify your invitation list. Review your updated negotiation information. 1. click Submit for Approval. You can also add new suppliers. You can remove any supplier from the invitation list for the new round. click Publish. 7. 6. any uninvited suppliers who responded in the previous round are also automatically added to the invitation list for the new round. Click Controls to modify negotiation control information.2. 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. o Possible Date Modifications *Open Date Date and time you want the new round of responding to begin. If there are approvers defined for this document. Note that you have to specify a new closing date. they are automatically added to the invitation list for the new round. or auction closes.5. RFQ. RFQs or auctions opening in the future.Oracle Sourcing Help 5. If there are no approvers defined for this document.

5. the bidder can contact the buyer and ask to have the bid disqualified. once one user at a company responds. 1. 1.5.2. When the bid control "No . 1. the bidder can only view the resulting Price to Total Score for a bid. 1. Bidders cannot respond to display only attributes so there is no value for comparison. You can specify whether the auction is extended from the original close time or from the time when the winning bid has been received. that is.5. however.16 What is a Single Best Bid? A Single Best Bid is a response to an auction that allows only one bid per company.14 How can I extend an auction beyond the close date/time? You have two ways of closing an auction before its originally specified time by selecting either the Manual Extend and/or AutoExtend bid controls when creating the auction.5.12 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.2.5. Manual Extend allows you to manually extend your auction close date/time before the auction closes.Oracle Sourcing Help 1. no other user at the same company can bid. Bid disqualification. The response is at the company level. AutoExtend extends the duration automatically if new bids are received in the closing minutes of the auction. if Bidder B bids triggering a proxy bid for Bidder A and the resulting bid results in the same Price to Total Score ration. For example. When the buyer hides scores/weights. best bid" is selected for a multi-round auction.5. Bidder B receives the higher rank because the proxy bid was created by the system after Bidder B's bid. You can also define the total number of auto extensions and the extension period.2. You can also specify if the autoextend is for the entire auction or particular line items. 1.2.2.A bidder must submit a single.13 Why are display-only attributes not visible in the Bid Compare page? Display only attributes are used to convey information to bidders. a company can place one bid in each round when being invited to that round Page 41/209 . is up to the discretion of the buyer.15 How do two bids with the same score get ranked if the prices are the same? The earliest bid gets a higher rank.2.11 Can a bidder retract a bid? If a bidder has submitted.

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

Supplier A places a bid of USD 95.2. This bid (94/100) is better than Supplier A's bid (95/90). he cannot modify any attribute responses to try to improve his score.00. Supplier A's proxy is triggered to place a new bid of USD 84. Supplier B then places another bid of USD 92.2.00 and a proxy minimum of USD 75. Supplier B's bid is the winning bid even though the bid price is higher. not just the bid price.5. Page 43/209 .00. you may need to closely monitor Multi-Attribute Weighted Scoring auctions which also use proxy bidding. 1.00. Supplier identities are never revealed to other bidders. Therefore. Supplier B then bids USD 94. Supplier A's proxy will only be triggered again if there is a bid with a price lower then USD 84.19 Can a bidder see the names of the other bidders? Bidders cannot see other bidders' identities.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. Since Supplier B's bid price is less than Supplier A's bid price.5. And since Supplier A's proxy minimum (75. To avoid these situations.00 with a score of 100 for the same item. You may need to cancel the proxy bidding process to redefine attribute information to improve your price to total score ration.00. a proxy bid decrement of USD10. Supplier A's proxy is not triggered.Oracle Sourcing Help 1. Now Supplier B's bid (92/100) is better than Supplier A's bid (84/90).00) has not yet been reached. but since Supplier B's bid price is still higher than Supplier A's bid price. since proxy bids are generated based only on the price of the competing bid. For example. However. a bid can be beaten based on the Price to Total Score ratio without triggering a new proxy bid. This bid (84/90) is now the winning bid.00 with a score of 90 for the item.

and how do I use them in my negotiation”) Invite Your Suppliers (See Section 2.1. or auction. and Buyer's Auctions 2.1. Therefore.1. and buyer's auctions).4. one unique feature of an RFI is that buyers can choose to define negotiation line items without price and quantity and specify lists of criteria to which suppliers must respond. Page 44/209 .1.Oracle Sourcing Help 2. There are four main steps to creating a new negotiation: o o o o Create Your Negotiation Header (See section 2. You can also create new negotiations quickly by applying a negotiation template. Define Your Response Controls (See Section 2.1 How do I create a new negotiation? Use the instructions on this page to create Sourcing negotiations (RFIs. RFIs are used more for gathering information on goods and service provided by a supplier than to lock in particular price information.1 Creating Negotiations 2.1.1.1.13 “How do I invite suppliers to participate in my negotiation”).1. This allows you to return to the creation process at a later time or have multiple people working on the same negotiation. o If you have previously created an RFI.1.1 Creating RFIs. Help for Sourcing Buyers 2. RFQs. Enter Negotiation Lines (See Section 2.11 “What are response controls”) Enter Your Terms and Conditions (If Oracle Procurement Contracts is bought and licensed) (See Section 2.2 How do I create a new Request for Information (RFI)? RFI's are used to qualify suppliers and their goods and services for subsequent procurement activities. you can save time by copying an existing RFI/RFQ/Auction. You can create a negotiation and save it as a draft before submitting it.1. RFIs can be taken to multiple rounds until the buyer has enough information to identify supplier(s) with which to deal.6 “What information must I provide to create my negotiation header”).1. 2.1. RFQ. At the conclusion of the RFI cycle.1.1.9 “How do I add lines to a negotiation”). the information contained in the RFI can be copied into an RFQ or buyer's auction.7 “What are contract terms and conditions. RFQs.

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

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

you can search for requisitions according to different attributes such as item or category and include them in a single document. 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. You can use this number to access the document in Oracle Sourcing and to Page 47/209 .1.1. one-step access to your most commonly performed Oracle Sourcing tasks.1.4 How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents? If your Oracle Sourcing system is integrated with Oracle Purchasing. The table below shows some of the operations available Sourcing Buyers and Sourcing Suppliers by using Quick Links. When using AutoCreate. 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. The AutoCreated document is assigned a document number.3 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. Once you have identified the requisitions in which you are interested. you can use requisition information in Oracle Purchasing to create a draft sourcing document that you can then access and edit. AutoCreate uses the requisition information to create a Buyer's Auction or Sourcing RFQ.1. The backing requisition information is carried over from Oracle Purchasing and used throughout the creation process. 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.

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

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

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

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

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

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

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

they are allowed to respond in only one currency per response. Page 55/209 .1.7 Can I accept responses in multiple currencies? When you create a new negotiation. the negotiation currency defaults to the functional currency defined for your operating unit. For example. o Attachment Click Add Attachment to browse for an attachment to assign to this negotiation. If one attribute is weighted. This note appears on the negotiation summary page and can be viewed by suppliers. Maximum Score Accept the default or enter the maximum value that can be entered for this attribute. Whenever you view the responses you have received. effectively "unweighting" that attribute. but this can be overridden by specifying a default value on the score settings page. The sum of weights for all header attributes must add up to 100. On the Create Header page. Weight Weights are used to indicate the relative importance of header attributes. an attribute with a weight of 25 is half as important as an attribute with a weight of 50. To define your currency list and currency exchange rates: 1. Notes and Attachments o Note to Suppliers You can add a note to the supplier by entering it in the text box. However. Though suppliers in a multi-currency negotiation can submit responses in several currencies. all must be weighted (although the weight can be 0.1. Display Target Indicate whether you want suppliers to see your Target Value .Oracle Sourcing Help Enter a target value for the header attribute (for example: 30 or more years in business). Delete You can delete this attribute by clicking the trash can icon. 2. This column is only displayed if weights are enabled as part of the Scoring Settings. There is a system default defined by the Sourcing Super User. click Manage Response Currencies. the system will automatically convert the responses to the negotiation currency. you can accept responses in currencies other than the negotiation currency.

On the Header: Manage Response Currencies page. click Apply. you can choose to restrict specific suppliers to particular response currencies. the system will round when converting responses into the negotiation currency. Select the User Specified Rate type. 2. Enter the date for which you wish to use this set of exchange rates. After you have selected your suppliers in Step 5. Define the exchange rate by entering the number of response currency units that equal one unit of the negotiation currency. Page 56/209 . You can use predefined exchange rates (Corporate Exchange Rate) or specify your own exchange rates (User Specified Rate). When you have finished defining currency information. 3. The description field explains the code. Select the response currency you will accept. 2.09 kroner to one dollar.1. The system may contain several different exchange rate types. select a response currency for each supplier. Otherwise click Add Another Row and continue defining currencies and exchange rates. For example.8 How do I restrict a supplier to a particular currency? If you allow multiple response currencies for your negotiation. 5. 3. Select the response currency. 4. To use predefined exchange rates: 1. Select the appropriate type for 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 . You assign currencies to specific suppliers when you invite the suppliers to your negotiation. The system's response currency codes are available from the drop down menu. Specify the price precision for the currency. 2. 6. The page redisplays. continue creating your negotiation. To restrict a supplier to a particular currency: 1. If the precision for the response currency is greater than the precision for the negotiation currency.Oracle Sourcing Help 2. If you are finished defining alternate currencies. Select the checkbox to display the exchange rates if you want to allow respondents to see your response currency exchange rates. select the exchange rate type. To define your own exchange rates 1.1.09 meaning .

4. If you wish to score and weight your lines. 2.1. click "Lines." To add lines online: 1. The spreadsheet is useful if you are adding a large number of lines. The new price precision applies only to the suppliers to whom you assign it. Select a price precision for the response currency. If you select a specific response currency for a supplier. that response currency is available to that supplier alone. to a multi-currency negotiation. However. 3. On the Lines: Create Line page." enter an exchange rate for the response currency you selected in the previous step. select Multi-Attribute Scoring as the Ranking type. 3. how the ranking will be displayed. Continue creating your negotiation. the supplier can respond in any currency you have allowed for this negotiation: the negotiation currency or any other response currency on your currency list. Any. Multiple users in a supplier's organization can submit several initial bids. if a user submits a rebid. you must identify the goods or services you want to purchase or for which you want quotes. provide the following information. From the navigation bar in the top left corner. o o o 2. each in a different currency. If the response currency you select for a supplier is not on your currency list. Your other option is to load the line information using spreadsheet upload. Click Go.Oracle Sourcing Help o If you accept the default.9 How do I add lines to a negotiation? When you create a new negotiation. You can enter lines online or bulk load lines from a spreadsheet. the supplier can only submit a response in either that currency or the negotiation currency.1. If you selected User Specified Rate in "Step 2: Defining Business Terms and Conditions. and how the line will be added and click Go. No other suppliers may respond in that currency unless you also associate that response currency with them. the follow-up bid must be in the same currency as the initial response. or edit a draft negotiation. 2. Line ranking is not performed in RFIs. To add a line using the online system. On the Create: Lines page. accept the default value of Online from the Add Line drop down menu. select how the line will be ranked. *Indicates a required field : Page 57/209 .

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

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

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

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

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

Oracle Sourcing Help 2. rate-based line type. Continue defining the remainder of the negotiation. Unit of Measure and Category will default according to the Job you select. On the Lines: Create Line page. Finally. 5. 4. To define a temporary labor. fixed-rate line type. Create attributes as needed to solicit additional information for this line. and Category will default according to the Job you select. if appropriate. ensure that you choose Blanket Purchase Agreement as the negotiation outcome for temporary labor line types. Create attributes as needed to solicit any additional information for this line. Specify how price differentials are to be used within the negotiation (for example. To define a temporary labor. Page 63/209 . and specify the differential associated with this price type. fixed-price line: 1.1. 6. The Description. Also. 6. or click Load from Spreadsheet to upload a previously completed spreadsheet file containing all the line information On the Lines: Create Line page. For temporary labor line types. make sure you select the Global Agreement checkbox. 3. Search and select a Job from the Job menu. 11. add notes or attachments to the supplier. Job Details. You can include services-related lines with regular amount-based and goods-based lines. select Online to continuing entering your line description online. click Select Price Break Settings and ensure it is not set to None. 2. Search and select a job from the Job menu. General services fixed-price lines use a negotiation outcome of standard purchase order. and click Go. Continue defining the remainder of the negotiation. Enter your price breaks including Price Differentials. Job Details. 7. The Description. make sure you select a temporary labor. 4. make sure you select a temporary labor.1. 10. 8. 3.10 How do I define services related lines? Services related line types allow you to negotiate on labor contracts. 9. Finally. vacation). From the Add Line menu on the Create Lines page. rate-based line: 1. 5. 2. add any notes or attachments to the supplier. Follow steps 1 and 2 above. and then click Go. is a response to the price differential required) Select the price type (for example. Enter values in your price fields if necessary. If you need to specify price breaks.

Provide the line with a description and select a Category value. 2. participants. Note that for fields where you enter a date and time. You must have created your negotiation header before you can create negotiation controls. If the sourcing document you are working on was AutoCreated using requisitions in Oracle Purchasing. After you have entered the negotiation header. 2. no further responses may be accepted. the negotiation can be closed prior to the defined close date. make sure you select a general services. fixed-price line type. Continue defining your negotiation . Complete the following fields as appropriate for the negotiation type. On the Lines: Create Line page. *Close Date Use the pop-up calendar to select the date/time when the negotiation will be closed. If you allow the control manual close/close early. add notes or attachments to the supplier.1. Finally. and added line(s). They can view the negotiation's details but cannot place responses. When you extend a negotiation you specify the new close date. Once closed. 3. Follow steps 1 and 2 above. You can edit the value to change the time if needed. the default time value the system uses is the time when you entered a value in the field. 6. Page 64/209 . *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. or Buyer's Auction. the time limit for the negotiation can be extended past the original close date. click the "Controls" link to access the Create Controls page for that negotiation.1. 5. and then click Go. responding frequency. If you allow the control manual extend. open and closing times and many other variables. Create attributes as needed to solicit additional information for this line. RFQ. you set response controls to determine the negotiation length.Oracle Sourcing Help To define a general services fixed-price line 1. 4.11 What are response controls? When you create a new RFI. Preview Date Use the pop-up calendar to specify a date/time after which the negotiation information can be accessed by potential suppliers.

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

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

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

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

From the search results. you can choose to open your RFQ to all suppliers. or if you frequently invite a certain group of bidders. 3. 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. you do not have to explicitly invite any suppliers. If there are multiple supplier sites (Supplier Site is another term for Address Name). you can choose to also send certain bidders notifications of a particular auction to encourage their participation. Even though the auction is already open to them. To invite specific suppliers see Inviting Suppliers below. 2.1. To invite specific suppliers see Inviting Suppliers below. If you do. select the specific site you wish to invite to the negotiation. You return to the previous page. business terms and conditions. Different sites for the same supplier can each submit a response. Bidders will see your auction when they search using the Active Auctions page. Participation in Auctions Unless you specified differently on the negotiation Controls page. Search for and select the Invitation List you want to apply. You can restrict your auction to bidders you specifically invite by selecting the appropriate control on the negotiation Controls page. and you must invite at least one supplier. and any response controls. auctions are open to all bidders by default. you can apply a predefined invitation list that identifies these bidders. Click Add Invitation List to apply a predefined list of suppliers. you can create a participants list on the Create Negotiation: Suppliers page: 1.13 How do I invite suppliers to participate in my negotiation? Participation in RFQs Participation in RFQs is by invitation only by default. line(s). Page 69/209 . select the suppliers you wish to invite and click Invite. You can select the bidders you wish to notify from a list of suppliers. Inviting suppliers After entering your negotiations description.Oracle Sourcing Help 2. However. You can use the same list for all negotiations.

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

Draft amendments are available on the Negotiations Home page if you click Drafts in the Manage Quick Links section. These attributes may either require a response or no require a response from the supplier. no new responses can be received on the previous negotiation. edit. and how do I use them? Line attributes enable a buyer to define multiple line-specific attributes. Line attributes can then also be weighted to indicate the relative importance of a single attribute among the other weighted attributes. 8. The buyer can define unique line attributes. When creating a negotiation. 3. 2. but also to other features and performance characteristics of each line.1.1.2 Templates. or auction) to create a new document of the same type. allowing respondents not only to respond to the price.1.Oracle Sourcing Help 7. 2. On the results display. 4. Once you click Publish. you can submit the amendment for approval by clicking Submit for Approval on the review page. Search for and select the template you want to apply. and delivery. Page 71/209 . quality. You can review the new changes compared to the current active negotiation by clicking Review. Once approved (or if approval is not required). click Apply Template. Spreadsheets and Lists 2. RFQ. On the Create: Header page. See How do I create and edit negotiation templates? for instructions on creating negotiation templates. the Submit button changes to Publish. You can save the amendment as a draft at anytime during the creation process if you click Save Draft. Click the appropriate link under the Create area of Quick Links on the Negotiations Home page.2. All suppliers will be required to acknowledge the amendment and resubmit their responses to be eligible for award.2 What are line attributes and attribute lists. or delete any of the negotiation information provided by the template by proceeding through the steps of creating a negotiation. the buyer can score attribute values to indicate the relative preferability of different responses.1 How do I use negotiation templates? You can use a document template of a specific type (RFI.2. select the template and click Apply to create a new negotiation with this template. To use a sourcing document template: 1. If you have approvers identified on the Collaboration Team on the Create Header page. 2. Approvers will receive notification that they need to approve the amendment. You can add to.

edit. On the Step 1: Describe Your Template page. and use the template). When you create a new negotiation using a template.or company-wide negotiation attribute lists for repeated use. etc. click "Create New Template. especially if several buyers are collaborating on the analysis.Oracle Sourcing Help Attributes are assigned to a predefined Attribute Group. and buyer's auctions are different documents. add to and edit details of the negotiation (as necessary). Creating a new negotiation template 1. This allows you to organize attributes in relevant groups for analysis. and use) and "public" templates (templates that all registered users in your company can view and use). Click the appropriate create link under the Templates area of Quick Links on the Negotiations Home page. On the Templates page. Using a template saves time by streamlining the creation process. you must be assigned the appropriate authorization by your system administrator. participation controls.you may want to create a negotiation template that you can use each time you create a new negotiation. and publish your negotiation. RFQs. 2. each type has its own template(s). . For example. terms and conditions. complete the following fields (required fields are marked with an *asterisk): *Template Name Description *Access. You can create both "private" templates (templates that only you can view. You can create as many templates as necessary. 2. Your negotiation template contains the features that are similar among the negotiations you commonly create. If you Page 72/209 .1. Attribute lists let a system administrator create system. Your template status will default to Active.attributes. 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. Since RFIs." 3.3 How do I create and edit negotiation templates? If the majority of the negotiations you create contain the same features . all technical attributes can be placed one group while all non-technical attributes can be located in another. The reusable lists allow buyers to standardize the information they wish to include with specific lines during negotiation creation. Active templates can be used immediately to create new negotiations. edit. Note: In order to create "public" offer templates.2. Grouping allows the arrangement of data that is easier for both the supplier to respond to and for the buyer to analyze responses. you simply apply the template to the negotiation.

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

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. On the Edit Invitation List page. you can add an entry for each site for that supplier if you choose.1." then search for suppliers to add to your invitation list. the system uses the following hierarchy to determine which category value to use: 1. Select the supplier(s) and click Add to Invitation List. including change the access and status. status. If the supplier you selected has multiple sites defined in the system. you can choose a specific supplier site to associate with this list (Supplier Site is another term for Address Name).2. To edit an invitation list you have created: 1. Page 74/209 . On the search results page. then click Edit. 7. If you are have the Manage Invitation Lists job function. 4. 2. For a supplier with multiple sites. 2.2.Oracle Sourcing Help Sourcing Super Users or users with the Manage Invitation Lists job function can create. Search for the list you wish to update. Click "Add Suppliers. The value specified in the spreadsheet. click Apply. If you wish to add more suppliers to your list.1. or 2. you can edit public lists. You can also add or delete suppliers. 3. click "Add Suppliers" again and follow the perceiving instructions. 5. edit. 5. 2. When you have finished adding suppliers. and manage public invitation lists. Click "Invitation" under the Reusable Lists area of Quick Lists on the Negotiations Home page. 4. find your list. 6. click Submit. update your list description. any attributes/price elements defined for the template are added to any attributes/price elements you define via the spreadsheet. The value defined for the RFQ/Auction template. and access as appropriate. 8. When you are finished.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. If the template and spreadsheet have conflicting category values.

auction). the attribute/price element specified by the template. For more information about how to add line attributes to your negotiation items." and "SKU number. the precedence is: 1.3.1. 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. if the buyer marks this attribute as required. 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. Attribute Scoring. Price Elements. if there are three attributes/price elements for your template. Adding these as required item attributes that are displayed to bidders can customize your negotiation items to your specific industry. you may choose to add one or more line attributes to that line. see "How do I add attributes to my negotiation lines?" 2. Line attributes can call attention to industry-specific characteristics. item A with four attributes/price elements. RFQ." "style. and your spreadsheet upload includes two items. The attribute(s) are added to that line only.1." Metal industry negotiation items can include "grade of metal" as an attribute.1. Page 75/209 . When the buyer adds the line (vehicle) to the auction. a buyer can create an auction to buy a fleet of 12 vehicles for a delivery service. and do not apply to all lines in the negotiation.000 miles on the odometer. retail industry negotiation items can include such attributes as "color.1 What are line attributes.3 Item Attributes. using an attribute to define this specification calls attention to the specification. then bidders must enter the mileage of any bid. and 2) the details that a participant should provide when responding to that negotiation line.3. 2. For example. If there are duplicate attribute/price elements between the template and the spreadsheet. the buyer can add an attribute called "mileage" to specify that the bid item must have fewer than 12.Oracle Sourcing Help For example. In addition.2 How do I add line attributes to my negotiation? You can add multiple line attributes to any line in your negotiation. the attribute/price element specified on the spreadsheet 2. and why would I add them to my negotiation lines? When you add a line to a new negotiation (RFI. and item B with two attributes/price elements. For example. Line attributes define 1) unique specifications that you set for a negotiation line. While the buyer could enter this information in the auction line description. and Price Breaks 2.

Oracle Sourcing Help

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

o

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

o

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

o

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

o

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

o

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

o

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

Oracle Sourcing Help

o

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

o

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

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

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

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Oracle Sourcing Help

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

Oracle Sourcing Help

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

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

the price to total score ratios for the following two possible responses are calculated as shown. and Response 2 would be designated as the best response even though the bid price for Response 2 is higher.62 Response 2: Attribute Quantity Need-by Date Color Response Value 1200 05/01/2002 Red Page 80/209 .Oracle Sourcing Help Quantity Quantity Need-by Date Need-by Date Need-by Date Color Color < 1000 > 1001 < 31/10/2002 01/11/2002 . 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 = 3.31/12/2002 > 01/01/2003 Red Blue 60 100 100 80 50 100 75 Given these definitions.

To enter a line attribute. You can accomplish the by specifying weighting and scoring values for your line attributes. o Group Select one of the predefined attribute groups. 2. 4. o Attribute Type Page 81/209 . However you may want to consider supplier responses to other line attributes in addition to price being offered when determining the best response.Oracle Sourcing Help Price $300 Total Score: (100 * 50) + (50 * 30) + (100 * 20)/100 = 85 Price to Total Score Ratio = 300 / 85 = 3. *Indicates a required field: o *Attribute (up to 240 characters) Name your line attribute (for example: Mileage. 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. On the Lines: Create Line page. The system can then include the suppliers' responses to your line attributes when calculating the best response.53 2. 5.4 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. Select Online from the menu and click Go. navigate to the Attributes table and click Add Another Row. Grade). Make sure you select Multi-Attribute Scoring from the Ranking menu. 3. On the Create: Lines page. See "What information must I provide to describe my negotiation header"? After you have defined the negotiation header. To use weighting and scoring when defining a negotiation: 1. and you do not wish to use the default.1. use the instructions in "How do I add lines to a negotiation"? to enter the line data and other required and optional line information. See What are line attributes? for information about defining line attributes. enter your line attribute information. Select a ranking method if the Sourcing Super User has set the system up to allow you to change ranking methods.3. PPM Defect Rate. Groups are used for categorizing attributes. When the page refreshes. click "Lines" in the navigation bar in the top left hand corner.

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

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

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

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

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

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

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

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

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

Oracle Sourcing Help Using price elements Price elements identify additional item costs beyond just price. This takes you to the Manage Events page. click Cancel. you can associate negotiations with the event while creating the negotiation on the Create Header page.2 What is a sourcing event? A sourcing event is group of related negotiations. You have the choice of canceling only the event or canceling the event and all negotiations associated with it as well. 2. Your event is opened as soon as it is created.1. Click OK. 4. enter a title. delivery location. To create a sourcing event: 1.4. Such costs could include service related costs such as training or consulting services. You can then start associating negotiations with it. and an inactive date. 3. To cancel an event. or promise date 2. You may also want to create an event if you want to encourage respondents to participate in multiple. click the event number link. Click "Event" under the Create area of Quick Links on the Negotiations Home page. similar negotiations. description. Once the event is created. To manage a sourcing event: 1. 2. You can continue associating negotiations with the event until its inactive date is reached. To use events. To see the negotiations associated with the event." Note that any draft negotiations associated with this event are not shown. You may want to create a sourcing event if you need to monitor several related negotiations as a group rather than individually. To see event details. 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. On the Create Event page. select the event and click "View Negotiations. 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. Page 91/209 . You can continue to associate negotiations with the event until the event's inactive date is reached. 3. you first create an event.

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

Or you need to create a negotiation but not actually submit it until sometime in the future. In each of these cases. Oracle Sourcing creates a draft negotiation which includes all the requisition links you selected. RFQ. The items in your draft negotiation carry information from the backing requisitions. Creating RFQs/auctions using Autocreate If your company has licensed both Oracle Purchasing and Oracle Sourcing. Using draft negotiations created by AutoCreate in Oracle Purchasing When you AutoCreate requisitions into a Sourcing RFQ or buyer's auction. A confirmation message informs you that your draft has been successfully saved. such as operating unit and functional currency are not. or auction in a single session. you can save your draft from any of the subsequent pages by clicking Save Draft.4. 2. you can immediately access and edit the draft to continue creating your negotiation.1.4 Can I create and save sourcing documents without submitting them? There may be times when you cannot finish creating your RFI. you can use the Autocreate feature of Oracle Purchasing to select and group requisitions to create draft RFQs or auctions. Page 93/209 . or the creation process involves collaboration between several people. These draft documents also allow multiple collaborators to work on the same document.Oracle Sourcing Help You can download and use spreadsheets to efficiently create and award RFQs and auctions having many line items. but other information. From this page. Or you can use the Manage Draft Negotiations page in Oracle Sourcing to access and submit the draft at a later time. Initially creating a draft Once you have completed the Step 1 Describe page. you can create a draft of the RFI/RFQ/auction and save it for later editing or submission. 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. Some of this information. such as item quantity and need-by date are updateable. Using draft RFQs/auctions You can create and save an auction intending to submit it later. After creating a draft negotiation using requisition information from Oracle Purchasing. you can access drafts for editing or submission.

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

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

or auction). then click Submit for Approval if approvers are specified for this negotiation. 4. RFQ. 3. Clicking Copy places you on a new Create Header page with the existing information inserted. You can click the negotiation number to see details about the negotiation. Verify your negotiation information.4. After you have finished defining your deliverable. 2. you can define your next deliverable. Note that most of the information you defined previously is carried forward into the copy. you can click Apply and Create Another. You can copy an existing document to create a new document of the same type (RFI. click Contract Terms in the navigation bar at the top left side of the page. and deliverables are available if Oracle Procurement Contracts is implemented). Once you have found the negotiation you are interested in. Click "Copy" under the Create section of Quick Links on the Negotiations Home page. If there are multiple deliverables to define. Search for the negotiation you want to copy.6 How do I copy a sourcing document? You can copy sourcing documents that you or any other users in your organization have created.1.4. You need the Manage Contract Terms responsibility to create and maintain contract terms on negotiation documents. Once the page refreshes. Edit your new negotiation by continuing through the creation steps. conditions.1. 2. When you have finished creating your new negotiation.7 What are contract terms and conditions. Page 96/209 . You can use contract terms to specify legal and other requirements for your negotiation. Note that you will have to specify new Open Date and Close Date values 6. click Review. otherwise click Publish to open it for responding. you can create contract terms and apply them to your negotiation. 2.Oracle Sourcing Help 6. click the Copy icon at the right of the page. On the Create Negotiation page. You need the Contracts Terms Library Administrator responsibility to create and maintain clauses and contract templates in the Contract Terms Library. To copy an existing negotiation: 1. This includes any contract clauses or deliverables (terms. and how do I use them in my negotiation? If Oracle Procurement Contracts is installed and licensed. Using contract terms is an easy way to create and maintain standardized contract text which can be customized as needed. To apply contract terms to your sourcing document: 1. click Apply. 5.

See the Oracle Procurement Contracts online help for instructions on modifying clauses. or clicking Review to inspect the negotiation prior to publishing it. 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. search for and select a contract template from the list of values. specifying negotiation controls. The Create Lines page displays any lines AutoCreate created using requisitions in Oracle Purchasing and allows you to create additional lines if necessary.1. You can see this line information on the View Requisition Line Summary display. Along the way. you must correct them and validate again. You can add. 5. For example. delete or modify text. you can access it and continue creating your negotiation. and possibly inviting suppliers. click the requisition number link. 6. The Requisition Line Details page displays information in the following areas: o Requisition Page 97/209 .Oracle Sourcing Help 2.4. 4. Or you may need the name of a contact who can answer questions you have about the negotiation line. To view the backing requisition information during negotiation creation: 1. For AutoCreated lines. Once the new draft negotiation has been created. 5. On the Create Contract Terms page. adding any additional lines. After you have created your header by adding a title (and adding/modifying any other information) clicks Lines in the top left navigation bar. Click Apply Template. This includes all the other tasks such as creating your header. If you receive any error messages. 3. continue by either clicking Suppliers to define a supplier invitation list. 3.8 How do I view the backing information for lines AutoCreated from Oracle Purchasing? You can use the AutoCreate feature of Oracle Purchasing to use existing requisition information in Oracle Purchasing to create an RFQ or auction in Oracle Sourcing. 2. 2. Select Validate from the Actions menu to verify the validity of the contract terms you are defining. When you have completed your contract terms. click the requisition number link to view detailed information on the line. You can edit the clauses applied by the template as needed. 4. On the Requisition Summary page. you may need to view the demand linked to a particular negotiation line. See the Oracle Procurement Contracts online help for information on using contract templates.

3. The possible values are defined in Oracle Purchasing. buyers can nominate collaboration team members to participate in the creation and administration of the sourcing document. but more of a service or activity. This takes you to the Requistion Detail page. the quantity and unit of measure defaults to the values defined by your administrator and is display only. and some team members may be required to approve the final document before delivery to potential suppliers. click the Lines subtab. Such tasks could include defining the item attributes. From the negotiation summary page. 2. awarding business to supplier. and how are they used? Sometimes the item you need to negotiate is not a number of discrete units. 4. 2. Page 98/209 .4.1. Click the number link in the Line column. inviting additional suppliers. you can specify that an item is amount based by selecting an amount based Line Type value. This takes you to the Requisition Summary page.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. Buyers can optionally grant full access to some team members while restricting others to read-only access.4.1. 2. click the number link in the Requisition column. For example. Access the negotiation. Each member can be assigned specific tasks. you might need to negotiate training or consulting services.9 What are amount based line types. This includes the entire life of the sourcing document from the initial creation to the award process.10 How do collaboration teams work? When creating a negotiation. When you create a negotiation. Such activities can be negotiated by using amount based line types. A category value may also appear if your administrator has defined a default category for that line type. If you select a line type that is amount based. and creating document outcomes. For the line whose requisition information you wish to view.

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

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

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

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

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

click Contract Terms in the navigation bar at the top left side of the page. and how do I use them in my negotiation? If Oracle Procurement Contracts is installed and licensed.4 What are contract terms and conditions. Create attributes as needed to solicit any additional information for this line. Follow steps 1 and 2 above. You can use contract terms to specify legal and other requirements for your negotiation. Continue defining the remainder of the negotiation. Follow steps 1 and 2 above. On the Create Negotiation page. add notes or attachments to the supplier. 2. Finally. 6.Oracle Sourcing Help 10. You need the Manage Contract Terms responsibility to create and maintain contract terms on negotiation documents. and then click Go. make sure you select a general services. 3. The Description. Create attributes as needed to solicit additional information for this line. 3.2. search for and select a contract template from the list of values. Continue defining the remainder of the negotiation. fixed-rate line type. To define a general services fixed-price line 1. 2. fixed-price line: 1. 2. Continue defining your negotiation. 2. 11. 4. you can create contract terms and apply them to your negotiation. Finally. Search and select a Job from the Job menu. On the Create Contract Terms page. add notes or attachments to the supplier. You need the Contracts Terms Library Administrator responsibility to create and maintain clauses and contract templates in the Contract Terms Library. fixed-price line type. 5. On the Lines: Create Line page. On the Lines: Create Line page. and Category will default according to the Job you select. 6. 5. 4. make sure you select a temporary labor. Job Details. To apply contract terms to your sourcing document: 1. Using contract terms is an easy way to create and maintain standardized contract text which can be customized as needed. Provide the line with a description and select a Category value. and then click Go. See the Oracle Procurement Contracts online help for information on using contract templates. Page 104/209 . add any notes or attachments to the supplier. Finally. To define a temporary labor.

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. Follow the instructions in How do I create a new negotiation? to create a new negotiation. Select Validate from the Actions menu to verify the validity of the contract terms you are defining. To access a draft negotiation: You can use draft negotiations to spread out the creation process over several sessions. 4.3. If you receive any error messages. Review and Submit).3 2. You can edit the clauses applied by the template as needed. To create a new negotiation: Click the appropriate link under the Create section of Quick Links. You can also monitor the progress of your open negotiations. Click the "Manage" link under Draft in the Quick Links section of the Negotiations Home page. delete or modify text. select a negotiation and click the appropriate button (Edit. 2. you must correct them and validate again. When you have completed your contract terms. Click Apply Template. 2. Unlock. you can create and submit new negotiations and continue working on any draft negotiations you have in progress. Page 105/209 . 3.Oracle Sourcing Help 3. To search for your negotiations in progress: At any one time. From here. On the Manage Draft Negotiations page. From the Results display. You can also use drafts to allow a team of collaborators to all work on the same negotiation. 6. You can add. See the Oracle Procurement Contracts online help for instructions on modifying clauses . 5. This takes you to the negotiation summary page for that negotiation. You can monitor the progress of these negotiations by clicking the Number link for that negotiation's entry in the Your Negotiations at a Glance section of the Negotiations Home page. or clicking Review to inspect the negotiation prior to publishing it. you may have several ongoing negotiations. search for the negotiation you wish to access. continue by either clicking Suppliers to define a supplier invitation list.

3.2 How do I monitor the negotiations I have created? Access the negotiation you wish to monitor. 7. Once the buyer has received all the bid/quote information. To place a surrogate bid on behalf of a supplier: 1. On the Create Surrogate Bid/Quote: Select Supplier and Contact page. 4.3 How do I respond on behalf of suppliers without Internet access? Sometimes suppliers cannot place their responses online since they have no online access. 2. a surrogate bid can be entered into the negotiation. You can also use the Graphical Monitor to view and compare responses to your negotiation. Select a contact for the supplier and click Create Surrogate Bid/Quote. enter the Bid/Quote Received Time. On the Create Bid/Create Quote page. Page 106/209 . 6. select Create Surrogate Quote/Bid from the Actions menu. 5. access the negotiation in which you wish to bid by clicking its number. 2. Negotiations in which you are participating appear under Your Negotiations at a Glance. click Full List. Clicking the number of your negotiation takes you to the negotiation summary page. and click Go. Click the Responses number to access the Details page for the negotiation. enter the name or contact of the surrogate supplier in the Supplier field and click Go.3. From the Negotiations Home page. To see the complete list of negotiations you created.Oracle Sourcing Help Note that the Your Negotiations at a Glance section shows a limited number of entries based on time remaining. you can either Select View Response History from the Actions menu and click Go. From the negotiations summary page. and then click View Response History to see information on responses to this negotiation. 3. 2. It is when the buyer receives the offline copy of the response or when the supplier mails/faxes the response. On the negotiation summary page. click Full List. Continue from the Terms and Conditions page with regular a response if terms and conditions are required. Oracle Sourcing buyers can place surrogate bids on behalf of such suppliers. Click the negotiation number to access the negotiation summary page where you can see information on the negotiation. You also search for all open negotiations to which you have access. If you do not see your negotiation. Sign on to Oracle Sourcing with Sourcing Super User responsibility.

response controls or invitation list. 2.5 How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line? For any line in your negotiation. click the negotiation number link.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. Only buyers can view the graphical monitor in blind style negotiations. To view information on responses. From the Negotiations Home page. 2. Select the line(s) whose responses you wish to inspect and choose the type of monitor you wish to view . click the number link in the Responses column. o To view the information about the negotiation such as item information. On the Analyze Line page. To use Your Negotiations at a Glance: Under the Your Negotiations at a Glance area of the Negotiations Home page. select the negotiation and click the Graphic Monitor icon. 5. From the Search Results display. then click View Monitor. To view a complete list of your negotiations. you may receive responses from multiple suppliers.Price/Score by Time or Price by Score. Select a negotiation item. click the graph icon to the right of the negotiation. To perform a side-by-side analysis on all responses to the line.3. 3.Oracle Sourcing Help 2. Page 107/209 . select the line and click Analyze. All participants can view the graphical monitor in open style negotiations. select the responses you wish to compare and click Compare. o o o Note: The graphical monitor is not available for sealed style negotiations until they are unlocked. perform a simple or advanced search to locate the negotiation whose responses you want to compare. click Full List. You can easily compare the negotiation attribute values for these competing responses. 4. identify the negotiation you wish to view.3. To compare negotiation attribute values for competing responses: 1. To view messages sent to you from suppliers (if any) click the number link under the Unread Messages column. Note that the table displays only a limited number of entries. To view the graphical monitor of a negotiation.

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

select Analyze by Line from the Actions menu and click Go.Oracle Sourcing Help 6. the resulting Monitor page shows your responses in a graph : If you select a line and click Analyze. You can analyze by line or by response (you obtain different information depending on which type of analysis you perform). For example. You can see the number of active bids against each line and the best quote/bid determined by the system for that line. you can also use a spreadsheet to perform your analysis offline. o To use the AutoAward recommendation AutoAward is a feature you can use when you need a quick. side-by-side display of all the responses.You can use AutoAward to have the system pick the best award. You can click Compare to obtain a more complete. 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. 3.3. And if there are may lines or lines with complex attributes. or where the response does not include responses to all negotiation lines. After you have completed your award decisions.7 How do I analyze the responses I have received? There are several ways of analyzing the responses you have received for your negotiation. the resulting Analyze Line: page displays additional information about the responses to that line. as well as additional information about each line including any backing requisition information. On the negotiations summary page. To analyze by response: 1. AutoAward can also use calculations available from Multi-Weighted Page 109/209 . However. upload your awards into the system. standard award. o You can select any one entry in the table and click Graph Price or Analyze. it will use the the price being offered by the supplier for the most basic way method of ranking responses. click Analyze by Bid/Analyze by Quote from the Actions menu. 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. You can inspect the header attribute values (if any) by selecting multiple supplier responses and clicking Compare Header Attributes. From the negotiation summary page for this negotiation. The Compare Header Attributes page presents a side-by-side comparison of the attributes. 2. 2. including that response's rank. To analyze by line: 1. If you select a line and click Graph Price. The Analyze by Bid/Analyze by Quote page shows the response details from the different suppliers. AutoAward uses the ranking capabilities and methods available in Oracle Sourcing to obtain its best award recommendation. 2.

you can use the spreadsheet download feature to export the response information for analysis offline. From the negotiation summary page for this negotiation. 3. For each (non-amount-based) line in your negotiation. On he negotiations summary page. For these price breaks. you may expect to receive a discount from your supplier if you buy a large quantity of units. 5.3. To download responses via spreadsheet for analysis: You can use the spreadsheet download feature to perform many tasks offline.8 What are price breaks. As long as you have not closed the negotiation. you can download a spreadsheet with which to make award decisions. 4. You specify 20$ as your start or base price. You can use AutoAward to quickly generate a benchmark against which other ranking methods and scenarios can be compared. Once the negotiation is closed. You can then enter different assumptions into the system and have it calculate which response is the best. select: which type of files to download. 1. The first offers a price of 19$ per unit if buying more than 100. Click Export. Your suppliers respond to your negotiation specifying their responses to your price breaks. you receive the responses shown in the table below. 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 Analyze by Spreadsheet page. The AutoAward Recommendation page displays the response(s) that AutoAward has decided best fit the negotiation requirements. Or you may be willing to pay more per unit if your supplier can ship the order to a special location. and you may specify several quantity levels and the prices you are willing to pay at each. you can define as many price breaks as are appropriate. For example. select View AutoAward. Your level 1 price break Your offered price $20 Supplier Response $19 1's Supplier Response $19 Page 110/209 2's . 2. You then set up two quantity-based price breaks. Open the file up and use the instructions in the readme file (the .htm file) to process the spreadsheet. select Analyze by Spreadsheet from the Actions menu and click Go. or by a certain deadline. Download and save the file.Oracle Sourcing Help Scoring negotiations to determine the best overall total cost. Example: Assume you are purchasing PC keyboards. The second offers a price of $18 a unit if purchasing over 500. 2.

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

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

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

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.3. if your negotiation includes a January 15 close date and a January 20 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. You cannot manually extend your negotiation after it has closed. follow the instructions to add new suppliers.Oracle Sourcing Help 2. A notification will be sent to all participants. and you extend that auction for 7 days.3. click Full List. On the Extend RFQ/Extend Auction page. and your new award date is January 27. when creating this negotiation. On the Invite Additional Suppliers page. However. On the negotiation summary page. For example. 3. select the Extend RFQ/Extend Auction option from the Actions menu and click Go. If. and/or long-term agreement dates. To manually extend your negotiation: 1. you entered an award date. Under the Your Negotiations at a Glance section of the Negotiations Home page. 4. click Full List. 2. 5. your new close date is January 22. click the negotiation number for the negotiation you wish to extend. You can also enable AutoExtend or modify your AutoExtend settings if you wish. if you extend that auction for only 3 days. If you don't see the negotiation. 6. Click Apply. your new close date is January 18. and your award date remains January 20. Under the Your Negotiations at a Glance section on the Negotiations Home page. Select Add Invitees from the Actions menu and click Go. 2. Page 114/209 .10 Can I invite additional suppliers to a negotiation I've already created? Any user assigned the appropriate function can add suppliers to a negotiation any time before the negotiation closes. 2. Click Apply. 3. Enter a new close date and time. you cannot extend an auction after its first AutoExtension has been triggered. To add suppliers to a negotiation: 1. If your negotiation is not displayed. need-by date. Additionally. click the negotiation number link for the negotiation to which you wish to add additional suppliers.

However. You can also review and extend your auction's scheduled close date and time. you can still enable AutoExtend (if not enabled initially) or modify your initial AutoExtend settings after the auction opens for bidding if you selected "Allow manual extend when negotiation is open" while setting the bid controls. You cannot enable or modify AutoExtend settings for an auction that is in a preview period or has closed for bidding. You can modify the following AutoExtend options: o o o o Lines you want to AutoExtend (AutoExtend all lines. you can change the number of times that the auction can AutoExtend. but you cannot change any other AutoExtend settings. you can still enable AutoExtend (if not enabled initially) or modify your initial AutoExtend settings after the auction opens for bidding if you selected "Allow manual extend when negotiation is open" while setting the bid controls. select the Extend Auction option from the Actions menu and click Go. 4. Once you have made your changed. If your auction enters AutoExtend mode. However.Oracle Sourcing Help How do I change my auction's AutoExtend settings while the auction is in progress? You can initially set your auction's AutoExtend settings while defining bid controls. 3. On the negotiation summary page. Page 115/209 . click the number for the negotiation whose AutoExtend values you wish to change. On the Extend Auction page. Under Your Negotiations at a Glance on the Negotiations Home page. 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. review your current AutoExtend settings (if any). or upon receipt of a new winning bid). but you cannot change any other AutoExtend settings. 2.3.12 How do I change my auction's AutoExtend settings while the auction is in progress? You can initially set your auction's AutoExtend settings while defining bid controls. you can change the number of times that the auction can AutoExtend. If your auction enters AutoExtend mode. click Apply. To change your auction's AutoExtend settings: 1. 2. You cannot enable or modify AutoExtend settings for an auction that is in a preview period or has closed for bidding.

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

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

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

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

Amendments can be created anytime after the preview date/time (or open date/time. This update is called an amendment. 4. 2. On the negotiation summary page. 5.3. Under the Your Negotiations at a Glance section of the Negotiations Home 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. Note that you cannot manually close an auction after its first AutoExtension has been triggered. Under the Your Negotiations at a Glance section of the Negotiations Home page. you may wish to simply cancel the negotiation. 3. This note is included in the notification that will be sent. 2.15 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. if no preview date/time was specified) and before the close date/time. the responses to your negotiation do not meet your needs. Click Apply. 4. On the Cancel page. there may have been too few responses. In any of these cases. If desired. click the negotiation number for the negotiation you wish to close. enter a note to your suppliers.3. 2. Also the line requirements have changed.3. 1.17 How do I create an amendment to a negotiation? After publishing a negotiation. you can enter a text note to participants explaining why you are canceling the negotiation. The system notifies all the invitees and participants of the cancellation. click the negotiation number for the negotiation you wish to cancel. the buyer can update information defined in the document if necessary. 2. To close your negotiation early: 1. enter the new date and time you want to close the negotiation or choose to close it immediately. select the Close Early option from the Actions menu and click Go.Oracle Sourcing Help 2. For example. Page 120/209 . 3.16 How do I cancel a negotiation? Sometimes. click Full List. select the Cancel RFQ/Cancel Auction option from the Actions menu and click Go. or the terms of the responses are not acceptable. On the negotiation summary page. Click Apply. On the Close Early page. If you do not see the negotiation. or the items are no longer needed.

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

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

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

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

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

Oracle Sourcing Help Page 126/209 .

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

6. You can choose to leave it unawarded. you see all the suppliers that responded to this line. o o 3. Once you have selected the suppliers and specified the number of units to be awarded to each. click Save Award. If you have removed any suppliers from the shortlist. Follow the instructions in Step 2 and Step 3 above to enter that line's award decision 7. select Award by Spreadsheet from the Actions menu. You do not have to award a line. To award using a spreadsheet: If you wish to download the responses for a negotiation. On the Award by Line page. 2. 2. For quantity-based line types. On the Award Line page. but you can award less. 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. select the radio button for the supplier to whom you wish to award that line. For amount-based line types. you can choose to download only the responses from the remaining shortlisted suppliers. 4.4. For each 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. Once a line has been totally awarded.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. This is useful if you have received a large number Page 128/209 . Continue until all lines have been awarded. the award simply identifies the supplier from whom business will be awarded in the future . 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. an awarded chekmark appears for the line. 5. you cannot award more units than specified in the negotiation quantity. Select the next line to be awarded and click Award. select the line you wish to award and click Award. 3.Oracle Sourcing Help line in the negotiation. you can split the award by entering a value in the Award Quantity for each supplier.

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. Page 129/209 . 3. On the Export Quotes/Bids to Spreadsheet page. On the Negotiation Summary page. 2. To enter straight scores. Using subjective scoring. Save the file. 5. These attribute scores are then added up and the total is the total score for that response. If you have never used spreadsheet files before. click the negotiation number for the negotiation to access the Negotiation Summary page. you can manually score the responses you receive for a negotiation.4. The system will calculate a weighted score based on the score value you entered for each attribute. you should also download the Instructions file. 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. Open the file and complete it according to the directions in the Instruction file. You can use an Excel spreadsheet file or a text spreadsheet file. To download responses: 1. you can enter a subjective score for the header attributes. 4.Oracle Sourcing Help of responses and want to compare them offline. After you have completed your award decisions. select the type of spreadsheet you wish to down load. You can also update the spreadsheet with your award decisions and then upload it to identify winning responses. 2.6 How do I manually score header attributes? Using header attributes. From the Your Negotiations at a Glance section. you first define the header attributes including weights and maximum scores during the creation of the negotiation. you can also specify whether the supplier can see the scoring criteria. With this method. Once a response is received. select Export Quotes/Bids from the Action menu. upload your awards into the system. You can enter straight scores for an attribute. During this process. 6. weighting is implied in the maximum score for each attribute. you enter a number (up to the defined maximum) for each attribute score. Save the file to a convenient location. You can download bids whether the negotiation is open or closed.

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

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

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

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

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

You will also search for suppliers to add them to reusable invitation lists and/or negotiation templates. You can search on negotiation number. On the Manage Draft Negotiations page. approved or new).5. You can search both the Approved Supplier List and the Supplier Master at the same time. When you are finished. click Unlock to access it. Scroll through the Results display until you see the target draft. To search for and manage a draft negotiation: 1. o o On the Search and Select: Suppliers page Page 139/209 .Oracle Sourcing Help When entering values. Click Review and Submit to publish the draft. and proximity to open date (specified as the number of days outstanding). 2. Enter your search values. You can search the Supplier Master to identify suppliers who meet certain criteria. the Supplier Master.5. Click the Number link to go to the negotiation summary page where you can see information on the negotiation. Click Edit to update the draft. click Go. Click the Manage quick link under Drafts on the Negotiations Home page.4 Searching for suppliers: When creating a negotiation. you can send invitation notifications to particular suppliers inviting them to participate in the negotiation. 5. Scroll through the Results: Negotiations display until you find the correct negotiation.1. select a search type from the menu. You can use % as a wild card value 3. You can identify the suppliers you wish to notify by searching information in the Approved Supplier List. Click "Responses" to go to the negotiation History page where you can see information on current responses. 2.3 Searching for draft negotiations You can have draft negotiations which you and/or a group of collaborators are preparing for submission at some time in the future. Select the draft and continue processing. negotiation creator. 2. If the draft is locked. 2. and click Go. You can also search the Approved Supplier list for suppliers of a particular status (for example. for example. you can use % as a wildcard. as well as information provided by the supplier company itself. o You can search the Approved Supplier List to identify suppliers who sell a particular item or commodity. minority-owned or small business.1. 4. negotiation title.

If you wish to see all suppliers who provide a particular commodity. Click the flashlight next to the Item field. Click the Select button or the Quick Select icon. Page 140/209 . 1. Select the type of search from the drop down menu. enter a search value for either the item name or a word in the item description.5. How you search depends on whether the line type for your item is amount-based or goods-based. click Search. Click the flashlight icon next to the Category field. 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. enter a full or partial supplier name. you must identify item(s) on which you wish to negotiate. To search by Supplier Business Classifications. 2. With amount-based items. enter appropriate search values search values. You are returned to the create page with the category value inserted in the Category field. 2. click Show Business Classifications and select the attribute values by which you wish to search. select the correct item and click Select. use the flashlight to search and select commodity or item. On the Search and Select: Category page. select the supplier(s) and click Invite. you can search and specify an item value. After you have entered your search values. 3. Click Go. To search the Approved Supplier List Criteria. From the Results: Suppliers display.Oracle Sourcing Help 1. 1.5 Searching for lines and categories While creating your negotiation.1. 2. Scroll through the Search Results display and select the correct category. you can search and specify a category value but cannot specify an item value. You must also specify the category to which the item belongs. For goods-based items. and click Go. 3. On the Search and Select: Inventory Item page. 2. click Show Approved Supplier List Criteria and select the attribute values by which you wish to search. The category value defaults according to the item you select. you can search by either the Category name or by words contained in the Category Description. Enter as many search values as are needed to efficiently qualify your supplier search. If you know the name of the supplier you wish to invite. From the Search Results display.

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

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

as well as the total amount awarded to this supplier. or export and open the reports in a third-party software application (such as spreadsheet software) where you can analyze and format the numbers at your discretion. You can sort the report by clicking on the any of the underlined column headings. savings is zero. If Current Price is not available.2 What are the Sourcing Intelligence reports I can generate? You can generate any of the following Sourcing Intelligence reports: 4.1 4. Page 143/209 . Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity. To run the Awards by Supplier report. Amounts do not include lines where award quantity and award amount are unspecified. You can view the reports online.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). 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. the report shows the total amount generated by each sourcing transaction.2. Sourcing Buyer Intelligence Reports 4.type (bid or quote). View summary reports that allow additional details. See "How do I export report data to a spreadsheet?" 4.Oracle Sourcing Help 4. Sourcing Intelligence promotes the increased efficiency by enabling visibility and analysis of system transactions.1. You can use Sourcing Intelligence to: Track trends of purchases over time. For each supplier. Identify negotiation opportunities. Identify potential savings opportunities.1.1 Introduction to Sourcing Intelligence What is Sourcing Intelligence? Sourcing Intelligence provides all the analytic and transactional reporting for your Sourcing application. see "How do I run the reports?" Notes: Note the following when generating and evaluating report information o o o Any report displaying calculated amounts does not include any RFI amounts.1.

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. savings is zero.1 "How do I run the reports?" Notes: Note the following when generating and evaluating report information: o o o o When entering a category search parameter. the report 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. Note the following when generating and evaluating report information: When entering a category search parameter.1) report for the items listed.Oracle Sourcing Help 4. Amounts do not include lines where award quantity and award amount are unspedified.1. you can generate a Savings by Item (Section 7.2 Savings by Category report What is the Savings by Category report? The Savings by Category report displays your total savings broken down by item category. If Current Price is not available.1. Any report displaying calculated amounts do not include any RFI amounts. Blanket Purchase Agreement. To run the Savings by Category report. or All Outcomes.2. 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. select Standard Purchase Order. Any report displaying calculated amounts does not include any RFI amounts. The report is sorted by category. To run the Awarded Bids Detail report. see.2. with the category with the highest productive award appearing first. Page 144/209 . Section 4.3. You can view the supporting awarded bid by clicking the Auction number or Bid number. 4.1. Once you have generated a Savings by Category report.1.2.

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

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

click Show Chart (if available) for a graphical representation of the report. if you want to view all transactions completed in all currencies. see "How do I run the reports?" Page 147/209 . However. as well as the total amount awarded to this supplier. The Sourcing Reports page displays information on the reports in the system. including the selected currency and the currency code. 4. the report defaults to your functional currency. 5. If left blank. Enter any search criteria into the appropriate fields. the report shows the total amount generated by each sourcing transaction type (bid or quote).Oracle Sourcing Help To view transactions in all currencies: When you view transactions for a selected currency in a report. Click Export to Spreadsheet to download the report. You can sort the report by clicking on the any of the underlined column headings. 3. and click Go.1. On the Negotiations Home page.) An asterisk (*) indicates a required field: o *From and Through Date Enter a date range for extracting and summarizing transactions. click the Reports tab. you can export the report data to a spreadsheet. In the spreadsheet. See "How do I export report data to a spreadsheet?" 4. only transactions for that selected currency are displayed. o o Category (if available) Select the category of interest using the search icon next to the field. (Not all reports have all of the following search criteria. are displayed. transactions for all currencies. To run the Awards by Supplier report. Once the report displays. Click the link for the report you want to run.2 Intelligence Reports 4. For each supplier. Currency Select the currency of interest.2.1 How do I run reports? 1.1 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).3. 2. It also gives a breakdown by negotiation type of the total amount of money transacted. o 4. if desired. Suppliers (if available) Select the suppliers of interest using the search icon next to the field.

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

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

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

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

Under Open Invitations. If the item has attributes. Click the negotiation number to access the Negotiation Summary page. or price breaks associated with it. 5.Oracle Sourcing Help Creating and managing sourcing events Updating profile information Viewing award decisions Updating profile information 5. Alternatively. 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. use the Search Negotiations fields to access the Active Negotiations page.1. price elements.1. Submit your response (bid. you can view information on the item attributes by clicking the "View" link under the Details column. click the negotiation number to access the Negotiation Summary page for the negotiation in which you are interested. To respond to a negotiation you must: 1.1 “How do I monitor negotiations to which I've responded”). the response controls. (See Section 5.4 How do I view the details of a negotiation before placing a response? 1.4. This includes such information as the time the negotiation.1 “How do I access negotiations”). Attachments can be viewed by clicking the paperclip icon.3 How do I respond to a negotiation? Suppliers can respond to public negotiations and private negotiations to which they have been invited. 3. 2. (See section 5. or quote).1.2. Find a negotiation in which to participate (See Section 2. pricing. Page 152/209 . detailed item information. Monitor the action in the negotiation in which you are participating. 2.6 “How do I submit a response online”). The Notes and Attachments section displays any text messages from the buyer and any attached files. The Negotiation Summary page displays all the current information for this negotiation. shipping and billing information.

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

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

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

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

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

the page displays the negotiation header information. Price elements identify additional costs associated with an item which need to be negotiated in addition to the item price. Notes and attachments can be assigned to the negotiation header or the negotiation lines.Oracle Sourcing Help 5.1. a buyer can add item attributes and/or price elements to any item(s) in the negotiation. click Return to Negotiations to return to the negotiation summary page. 4.8 How do I use item attributes and price elements when responding to a negotiation? When creating a new negotiation. From the Negotiations Home page. search for an open negotiation by selecting a search criteria. When you respond to a negotiation that includes item attributes and/or price elements. The first attachment is the requisition header attachment.7 How do I view the attachments associated with the negotiation to which I am responding? In addition to the typical negotiation information. providing a search value and clicking Go. By default. 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. click the negotiation number link under Your Company's Open Invitiations to view negotiations to which you have been invited. click that line's number link. Once you have viewed all your attachments. From this page you can continue placing a response. 2. To view the notes and attachments: 1. you can view these specific item details (if allowed by the buyer) and enter additional values to target your response. Page 158/209 . The buyer can use the note text box for short communications or use attachments for larger amounts of information. Alternately. 3. 5. To see the detail information for each line. you see any notes and attachments assigned by the buyer to the line.1. On the Line: page. Click the negotiation number link to display the negotiation summary page. Click the Lines subtab to see details of the negotiation lines. The second attachment is the line attachment. The negotiation summary page displays all the information on the negotiation broken down into a tab-oriented form so you can easily view the information contained in the different sections of the negotiation. there will be two attachments for each line. 5. on occasion the buyer may need to communicate or request additional information such as specialized requirements.

your responses to an item's attributes are scored and weighted to allow the buyer to make more informed decisions. They define 1) unique specifications that are set for a negotiation item. and Lose for any item on which you have been outbid. In Multi-Attribute Weighted Scoring negotiations. you can adjust the AutoRefresh interval setting to change the length of time between page refreshes. 2.1.9 What is AutoRefresh? AutoRefresh enables you to continuously monitor the bidding in an auction before or after you submit a bid. 3.10 What is proxy bidding and how does it work? By activating proxy bidding. By providing item details and specifications in item attribute fields. Win for any item on which you have the current best bid price. then click Go. 5.1. Page 159/209 . In an auction that includes more than one item. Your bid status is No Bid for any item on which you have not placed a bid. If you want to display only those auction items that are included in a specific category. On the Create Bid page. 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.Oracle Sourcing Help Item attributes provide extra information about a negotiation item. you allow the system to automatically rebid on your behalf whenever a competing bid price beats your bid price. Locate an open auction in which you'd like to bid. and 2) the details that a negotiation participant should provide when entering a response for that item. click AutoRefresh On. 5. Such costs can include discrete charges such as import duties or activities such consulting or training costs. you can set your responses apart from your competitors' responses and enable buyers to make better-informed award decisions. Click Create Bid to deactivate AutoRefresh and place a bid on the auction. 5. To activate AutoRefresh: 1. you can proxy bid on some items and bid manually on others. On the AutoRefresh page. select the category from the View menu. Select the auction and click Respond. Item attributes also allow you to provide more information and details when entering responses. Using price elements allows you to target additional costs related to a particular negotiation item. You cannot proxy bid on any items that have price elements. The AutoRefresh page updates the current best bid price and your bid status for each item in the auction. 4.

then enter a proxy minimum bid only for those items on which you want to proxy bid. Whenever your bid price is exceeded by a competing bid price. for example. To submit a proxy bid for any auction item.500 bid in an auction with a proxy bid decrement amount of $100. not your own current bid. Use numbers. 10. you can proxy bid on all or selected items. automatic proxy bidding is discontinued. you can enter your proxy bid information in the appropriate fields on the Create Bid page. The Proxy Bid Decrement field will indicate whether you can enter the amount as a percentage or monetary amount (this is determined by the buyer). Then submit the bid as normal.300 on your behalf. Note: After you have submitted your proxy minimum bid amount. You can change your proxy bid decrement if all items on the bid do not have proxy enabled. if you have submitted a $3.75. Proxy Minimum Bid You must enter the lowest price you are willing to proxy bid for any auction item.400 bid is subsequently submitted.Oracle Sourcing Help To activate proxy bidding: When you place a bid on an auction. you can cancel your proxy bid and submit a new bid with the updated proxy information. Discontinue bidding on the item Page 160/209 . you must provide the following information: Note: If at any time you wish to change your proxy bid information. the system will automatically submit a proxy bid of $3. You cannot enter different proxy bid decrement amounts for each item. Your proxy bid decrement amount will be applied to the current winning bid in the auction. You can also change the proxy bid minimum amounts. Bid manually on the itemContinue bidding on the item by submitting bids manually. the system will continue to automatically rebid (by the proxy bid decrement amount you specify) until your proxy minimum bid price is met. If the bidding on an auction item in which your proxy bidding drops below your proxy bid minimum amount. and a $3. For example. You can then do any of the following: Enable another round of proxy bidding for the item Enter new proxy bid information. you cannot change this amount unless the minimum amount is met in the auction bidding or you cancel the proxy bidding on the item. Enter your proxy bid decrement amount. Proxy Bid Decrement You must enter the exact amount by which you want each of your proxy bids to decrease. When bidding on an auction that contains more than one item.

The bidder specifies the amount of the price decrement (expressed as a percentage or a flat price reduction) and the minimum price to offer.11 How do I turn off proxy bidding? Proxy bidding allows a bidder to have the system automatically rebid whenever a competing bid is received. The Cancel Proxy Bidding page shows all line items for which you have proxy bidding enabled. Click Create Bid to create a new bid. this happens when the bidder needs to update bid information. it can be allowed to run to conclusion. 1. However. When you use power bid. For example. To view the details of your current bid. the promise date offered by the bidder may need to be updated due to unforeseen situations at the time the proxy was begun. Or in a multiattribute weighted negotiation. Power bidding cannot be used if any of the auction items contain price elements.1. Cancelling proxy bidding In most cases. Page 161/209 . On the Rebid page.Oracle Sourcing Help 5. 5.12 What is power bid? Power bid allows you to expedite your rebidding when you have bid on several items in the same auction. To cancel proxy bidding. At this point. the bidder may wish to update the non-price related information to improve the price to total score ratio. proxy bidding in suspended. continue entering your new bid information (including new proxy specifications if desired). click the Response number link. When the Rebid page appears. Once you have placed a bid using proxy bidding. Select the items for which you wish to disable proxy bidding. Once enabled. In both these cases. click Cancel Proxy at the bottom of the page. once proxy bidding has been initiated. and click Cancel All Proxies. 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. To continue placing a new bid. all of your bids (losing and winning) in an auction are improved by the percentage you enter in the Power Bid field. Usually. there may be certain instances in which the bidder needs to end proxy bidding early. click Create Bid.1. 2. 3. you can monitor its progress by locating the negotiation number under Your Active and Draft Responses section of the Negotiations Home page. the system will continue to rebid at lower prices until the bidder's minimum bid price is reached. the bidder may wish to halt the proxy bidding to update bid information.

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

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

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

5. The amended versions are suffixed with an incrementing counter. To be considered for an award decision. you must acknowledge that you have viewed the amendment and placed a new response. On the Acknowledge Amendment page. and you must respond to these deliverables before their dates expire. If there are deliverables. 2. Click the Update icon. Click "View Amendment History" to see the changes made to the original negotiation.1. you can place a new response on the negotiation. Once you have acknowledged all the amendments. the responsible party failed to perform the deliverable. Click the negotiation number link to view the original negotiation and its updates. Deliverables are part of the contract terms the buyer may have defined and are typically additional pieces of documentation that must be provided by the supplier. or click the Review Changes icon to see what information changed between a version and its prior version. You are presented any additional amendments. This includes responses to any contract terms the buyer has defined. If there is an exclamation point icon in the Alert column. You use the Create Response page to enter your response to the buyer's negotiation. The Review Changes page identifies the information that has changed. Click Acknowledge Amendment. 3. The negotiation summary page shows the original version of the negotiation. 7. 1. 8.18 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. The currently active version has the highest number and is the first entry in the table.Oracle Sourcing Help 2. You can toggle between the current version and its prior version using the buttons. you are presented the first amendment. the due date for completion of that deliverable has passed and that deliverable is late. Once you have completed the tasks outlined in the deliverable. If Oracle Procurement Contracts is implemented by the buying organization. which you must review and acknowledge. there may be deliverables to which you must respond. If there is an X icon in the Alert column. Click the suffixed number links to see the different versions of the sourcing document. they will be listed in the Deliverables section. 5. Click Acknowledge. Review the information. you respond to the deliverable and update its status. Each deliverable has a due date. and then click the checkbox acknowledging you have reviewed the amendment. 9. Contract terms are displayed in the Contract Terms section of the page. 4. 6. The Amendment History page has entries for the original negotiation and any subsequently amended versions. Page 165/209 .

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

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

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

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

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

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

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

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

5.2.3

How do I track the status of my responses?

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

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

5.2.4

What information is contained on the Disqualified Responses page?

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

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5.2.5

What information is contained on the Awarded Items page?

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

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Response Price The price at which you offered to sell the item.| Type The type of negotiation: RFQ. 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. Once a negotiation has been published.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. or Buyer's Auction Item Description Description of the negotiation item. 5. Your Response Number The number you assigned your response.2.6 What information is contained on the Rejected Items page? The Rejected Items page shows you all items to which you responded but were not awarded by the buyer. if any. The Rejected Items page shows: Response Number The number assigned to your response by the system. Page 170/209 . Negotiation Number The number assigned the negotiation by the system. Response Quantity The number of item units you offered to sell the buyer.Oracle Sourcing Help 5.2. Promise Date The date by which you promised to deliver the item. The Rejected Items page allows you to drill down into detailed information about the negotiation and your response to it.

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

Page 172/209 . In both these cases.2.8 How do I turn off proxy bidding? Proxy bidding allows a bidder to have the system automatically rebid whenever a competing bid is received. 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. However. Or in a multiattribute weighted negotiation. For example. once proxy bidding has been initiated. it can be allowed to run to conclusion. proxy bidding in suspended. Canceling proxy bidding In most cases. Note that the rules vary depending on the style of negotiation. the bidder may wish to halt the proxy bidding to update bid information. The bidder specifies the amount of the price decrement (expressed as a percentage or a flat price reduction) and the minimum price to offer. the bidder may wish to update the non-price related information to improve the price to total score ratio. At this point. Once enabled. this happens when the bidder needs to update bid information. the promise date offered by the bidder may need to be updated due to unforeseen situations at the time the proxy was begun. 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.

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

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

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 Acknowledge. You use the Create Response page to enter your response to the buyer's negotiation. Contract terms are displayed in the Contract Terms section of the page.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. If Oracle Procurement Contracts is implemented by the buying organization. you must acknowledge that you have viewed the amendment and placed a new response 7. Page 175/209 . You are presented any additional amendments. If you placed a response before the amendment was made. You can toggle between the current version and its prior version using the buttons. Once you have acknowledged all the amendments.Oracle Sourcing Help To respond to a negotiation that was amended after your first response: 1. Review the information. 2. On the Acknowledge Amendment page. there may be deliverables to which you must respond. or click the Review Changes icon to see what information changed between a version and its prior version. Click the suffixed number links to see the different versions of the sourcing document. The Review Changes page identifies the information that has changed. 5. Click "View Amendment History" to see the changes made to the original negotiation. The amended versions are suffixed with an incrementing counter. To be considered for an award decision. you are presented the first amendment. which you must review and acknowledge. 6. Deliverables are part of the contract terms the buyer may have defined and are typically additional pieces of documentation that must be provided by the supplier. Click the negotiation number link to view the original negotiation and its updates. 8. 4. The currently active version has the highest number and is the first entry in the table. 9. The Amendment History page has entries for the original negotiation and any subsequently amended versions. you can place a new response on the negotiation. and then click the checkbox acknowledging you have reviewed the amendment. This includes responses to any contract terms the buyer has defined. 3.2. 5. The negotiation summary page shows the original version of the negotiation. Click Acknowledge Amendment.

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

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

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

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

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

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

Note: A bid decrement amount will always be applied to a bidder's current bid price. 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. bid decrement = $100 Bidder A's original bid = $1. M Minimum Bid Decrement The minimum amount by which bids must decrease This is set in the auction's bid controls. Line Types A negotiation line item's line type determines whether the line item refers to goods or services (other line types can also be defined). but will be applied to the bidder's current bid price. If you specify your bid decrement amount as a percentage. For example: Auction #1234.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).000 Bidder B's second bid = $800 Bidder B's third bid = $600 Minimum Release Amount Page 186/209 .000 Bidder A's second bid = $900 Bidder A's third bid = $800 Auction #2234. bid decrement = 20% Bidder B's original bid = $1.

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

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

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

The buyer can choose to display the scoring criteria to the suppliers. "1.2. When creating a sourcing document. but if the buyer specifies one. the buyer must define the currencies in which responses are accepted. In a Price Only negotiation the lowest price Quote/Bid receives the best rank. the buyer can select attributes other than price to be included in the best rank calculation. 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. you can choose from three different indicators. Price Only or Multi-Attribute Weighted Scoring.3. The bids and quotes are ranked with the lowest price to total score ratio receiving the best rank. the buyer can choose between two methods. If allowed by the system administrator. you cannot change this amount unless the minimum amount is met in the auction bidding. Quote/Bid Start Price The price at which Quoting/Bidding for an item must begin. R Rank Indicator The rank indicator specifies how response rankings are displayed. "None" displays no ranking indicator. Q Quote/Bid Ranking Quote/Bid Ranking method determines how bids and quotes are ranked..Oracle Sourcing Help After you have submitted your proxy minimum bid amount. Reusable Price Element Lists Reusable Price Element Lists allow you to group several price elements which are related or are typically used together. Response Currency If a buyer allows responses in currencies other than the negotiation currency.. Once you have created a Page 190/209 . all quotes/bids in an RFQ or auction must be equal to or below the Start Price. A Start Price is not required. In a Multi-Attribute Weighted Scoring negotiation.

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

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

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

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

may not always correctly read the code examples in this document.3. 6.4 Product Integration and Licensing This documentation includes information about many features of Oracle Applications other than this product. Standards will continue to evolve over time. This documentation is available in HTML format.3. and contains markup to facilitate access by the disabled community. JAWS may not always read a line of text that consists solely of a bracket or brace. 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.1 Accessibility of Code Examples in Documentation JAWS. however. services. For additional information. 6. To that end. 6. The conventions for writing code require that closing braces should appear on an otherwise empty line.Oracle Sourcing Help 6. to the disabled community. a Windows screen reader. our documentation includes features that make information available to users of assistive technology. and supporting documentation accessible. These other Oracle Applications may require separate licenses. with good usability. and must be fully installed to take advantage of their features.oracle. Oracle neither evaluates nor makes any representations regarding the accessibility of these Web sites.com/accessibility/. visit the Oracle Accessibility Program Web site at: http://www.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.3 Documentation Accessibility Our goal is to make Oracle products. Page 195/209 .

as well as the total amount awarded to this supplier.1 «How do I run the reports?" Notes: Note the following when generating and evaluating report information o o o Any report displaying calculated amounts does not include any RFI amounts.1 What are the Sourcing Intelligence reports I can generate? You can generate any of the following Sourcing Intelligence reports: Awards by Supplier report Savings by Category report Awarded Bids Detail report Awarded Quotes report Perspective for Java licensed from Three D Graphics. Inc. For each supplier. 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). Appendix 7. Inc.3. Amounts do not include lines where award quantity and award amount are unspedified.Oracle Sourcing Help 7. 7. see Section 4.type (bid or quote). Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity. savings is zero. You can sort the report by clicking on the any of the underlined column headings To run the Awards by Supplier report. If Current Price is not available. Page 196/209 .1. Copyright 2000 Three D Graphics.1.

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. Any report displaying calculated amounts do not include any RFI amounts. Page 197/209 . If Current Price is not available. the report reflects only the system-hosted catalog item categories. Any report displaying calculated amounts do not include any RFI amounts.1. If Current Price is not available. Blanket Purchase Agreement.1. To run the Savings by Item report. Amounts do not include lines where award quantity and award amount are unspedified. Note the following when generating and evaluating report information: When entering a category search parameter. see "How do I run the reports?" Note the following when generating and evaluating report information o o o o When entering a category search parameter. the report reflects only the system-hosted catalog item categories. You click the category to obtain a list of items within that category and how much revenue you have received off that item. savings is zero. the report shows the total amount paid to this supplier.Oracle Sourcing Help 7.2 What is the Savings by Item report? Once you have the Savings by Category report generated. see "How do I run the reports?" Note: For the Auction Outcome report parameter. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. select Standard Purchase Order. you can further drill down into the categories and display how much you have generated by item within that category.3 What is the Awarded Bids Detail report? The Awarded Bids Detail report displays detailed information about auctions for which business has been awarded. savings is zero. For each supplier. 7. or All Outcomes. To run the Awarded Bids Detail report. You can view the supporting awarded bid by clicking the Auction number or Bid number.

the attributes on the list will apply to all lines added to a negotiation created with that template (though the buyer who is using the template can edit and remove attributes as appropriate). Page 198/209 . If Current Price is not available. Attribute lists are named groups of line attributes (line characteristics) that applies to a line in a negotiation. Blanket Purchase Agreement. On the Create Header Atttribute List/Create Line Attribute List page. To run the Awarded Quotes report. Any report displaying calculated amounts do not include any RFI amounts.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. the report reflects only the system-hosted catalog item categories.2 Reusable Attribute Lists 7. Amounts do not include lines where award quantity and award amount are unspedified. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. select Standard Purchase Order. Buyer cannot create inactive lists . or All Outcomes. click either Create Header Attribute List or Create Line Attribute List . You can view individual quote details by clicking the quote number. To create an attribute list: 1. 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. 3. If you include an attribute list in a negotiation template. Active lists are available for use by buyers during negotiation creation. see "How do I run the reports?" Note: For the Auction Outcome report parameter. 2.2. enter a name and description of your list and select a status.1. 7.Oracle Sourcing Help 7.4 What is the Awarded Quotes report? The Awarded Quotes report displays information about the selected RFQs that have been awarded in the system. Click "Attribute" under the Reusable Lists area of Quick Links on the Negotiations Home page . savings is zero.

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

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

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

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

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

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

not in contract templates. Prior to approval. Page 205/209 .9 About Contract Templates Oracle Contracts enables you to define a standard set of templates to easily default terms and conditions for contracts authored by your organization.2 “About the Contract Terms Library”). A contract template can consist of: o o o Clauses Variables Deliverables Note: The Deliverables functionality is currently supported only on contract templates with the Buy intent.Oracle Sourcing Help 7. You can either approve clauses before adding them to the contract template. the contract template can contain both approved and draft clauses. Apply the contract template to a business document. In order to make standard clauses available to be used in business documents. Unless protected. 7. Approve the contract template. or a standard clause that you edit and make non-standard.9. 2.9. Add the clauses to a contract template. at which point the clause becomes a non-standard clause. or you can leave the clauses in draft form. the text of a standard clause in the business document can be changed. You can create and modify standard clauses in the Library. After you apply the contract template to a business document. all the clauses in the contract template automatically become standard clauses in the business document. Standard Clauses A standard clause is a clause defined in the Library (See Appendix 7. Non-Standard Clauses Non-standard clauses exist only in business documents. A non-standard clause is a clause that you create to add in directly into the business document. Clauses are drafted based on both business and statutory requirements. These templates can then be used to default clauses and deliverables on a contract. 3. You can create templates that include both clauses and deliverables.1 About Clauses A standard clause is the legal or business language used to author a contract. you must perform the following steps: 1.

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

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

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

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

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