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

...........1......................4...11 Who can participate as team members? ......7 What are contract terms and conditions....6 ......3.................................................................................................................................................. 86 2...3..............12 How do I change my auction's AutoExtend settings while the auction is in progress?............ 104 2....... 105 2................. 116 2.....................4..................... 88 2............... 107 2............................4.............1......3 How do I define services related lines?..................................3.....1.......... 97 2.....7 How do I analyze the responses I have received?...........3................................................3............3......2 What kind of services can I negotiate for?............ 98 2....................12 How do security levels work? ........................... and how do I use them?.......... 95 2.............1........................ 92 2.........................5 2... 106 2.....................................................................1..........2...........................10 How do collaboration teams work? ..2 How do I monitor the negotiations I have created? ......1..........................................9 What are amount based line types....4 What are Your Negotiations at a Glance?...10 Can I invite additional suppliers to a negotiation I've already created? ... 84 2.............................................................3...3 How do I respond on behalf of suppliers without Internet access?................13 What is shortlisting and how do I use it? ...........................................14 How do I initiate a new round of responding?..................................3...................................................3.... 106 2................................ 112 2..1....3............................9 How do buyers and suppliers communicate while a negotiation is in progress? ...............1....................................... 114 2.....3......................4................................. 96 2.1 How do I create a deliverable and use it in a negotiation document?..................1 How do I access negotiations? ..........................................................3 Are there any shortcuts available when creating a sourcing document? .....................4....1...5 How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line?.. 114 2...............4. and how do I use them in my negotiation?.........3..4................................................. 93 2.......5 How do I create a deliverable and use it in a negotiation document?..... 96 2..........1.4.........................................4..............1....1....2 What is a sourcing event? ......................4 Additional Creation Topics ..... 103 2..1.....3 Monitoring Negotiations..................... 105 2.............4........ 107 2.......2 Using Oracle Services Procurement and Oracle Procurement Contracts..... 115 2.....8 How do I view the backing information for lines AutoCreated from Oracle Purchasing?...... 110 2............Oracle Sourcing Help How do I use price elements? .............................4 Can I create and save sourcing documents without submitting them? ....... 109 2... and how do I use them?.......... 84 What are Reusable Price Element Lists....... and how do I use them in my negotiation?....2.4..........3....... 88 2............4.....................2..............4........................................................ 91 2...................1. 99 2......... 102 2.. 100 2...........8 What are price breaks....6 How do I copy a sourcing document?..........1.........3........7 What are price breaks.............. 117 Page 5/209 2........................13 What are global agreements.........................................11 How do I extend a negotiation that is in progress? ......................................... 100 2.... and how are they used? ....6 How do I download the responses I have received? ...........................1.3......1 What are some negotiations strategies I can use? ..2.... and how do I use them?.......... 102 2.............................................................1........ and how do I create and use them? ........... 108 2....4 What are contract terms and conditions........... 98 2....................... 103 2......3..3................

............ 131 2...........................2..2...................................... 143 4....5.................4..4.................................................................4 How do I award business in an RFQ or auction?............................4. or auction? ......................4.....3 Awarded Bids Detail report ...... 138 2............................ 148 Page 6/209 2..4....1 How do I run reports? ................................19 How do I view the approval history for my negotiation? .........................2 Searching for all negotiations to which you have access:...................................................9 How do I disqualify responses I receive for an RFI..............1 Searching for your negotiations in which you are participating: ..............................18 How do I print information on my negotiation? .............1..........Oracle Sourcing Help How do I close a negotiation before its scheduled close date and time?...... 136 2.......... 142 3...................1..4 Searching for suppliers:.....................3 Searching for draft negotiations ..2 Savings by Category report...... 139 2.......... 145 4.......................................... 143 4....................................4........................................13 What is contract binding?.... 124 2...... 143 4.5 How do I download the responses I have received? ...............1.. 124 2........4.................... 128 2.................................................... 144 4......... 127 2.......4..............................20 How do I manage deliverables I have assigned to a negotiation?...... 120 2........ 147 4......................... 140 2.......................................................... 137 2...............4.1.......................................... My Profile ........2 How do I unlock and unseal a sealed RFQ or auction? ................2.......................................................................4.............6 How do I manually score header attributes? .........................................................1.... 124 2............5..1 Awards by Supplier report ....... 123 2..........3.1......... 120 2....................3..2 What are the Sourcing Intelligence reports I can generate?........ 137 2.................... 133 2.................. 141 2...................................5.. 130 2.............................4......10 What information is contained on the Award Summary page? ....................8 How do I allocate backing requisitions among awarded items? ................................................................ 137 2...2..1 What is Sourcing Intelligence? ......... 145 4.........1 How do I search for information on Oracle Sourcing? ...3.................1 How do I update my Sourcing personal options? . 122 2.............11 Can I see information on my negotiations once I have completed awarding them? .........3........................2.............1................................................ 147 4............1... 142 4................................. Sourcing Buyer Intelligence Reports..........5.5 Searching for lines and categories............ 143 4..5...1 Introduction to Sourcing Intelligence....................................................6 Searching for addresses:................................................3 What are the different methods I can use when performing awards? ...............................5..12 How do I generate a purchase order document? ....16 How do I cancel a negotiation?............4 Awarded Quotes report ................................5 Searching....... 120 2..........1 How do I view the responses I have received? .............................3........5.......................2 Intelligence Reports .....15 ............................................................................. 133 2.2 What is the Savings by Category report?............. 129 2.......................... 124 2....1......2........... 138 2........3.................5......4.4..........1..........17 How do I create an amendment to a negotiation? .......................1.................................................................................. 139 2.................. RFQ..........1.. 147 4....................... 141 3............................3.......1............. 145 What is the Awarded Quotes report? .... 144 What is the Awarded Bids Detail report? .............. 135 2....1 What is the Awards by Supplier report? .......... 121 2...4 Awarding Negotiations ..........1... 144 4.............................1......................7 Searching for lists............ 143 4........................7 How do I use a spreadsheet to award negotiation items?.3 How do I export data to a spreadsheet? ....................................

..................1.............................................1 How do I access negotiations? .........................2............. 178 6..........................3 How do I track the status of my responses?............ 153 5....14 How do I rebid on an RFQ or auction? ...1...1........ 158 5...............................15 How do I respond to a negotiation that has gone to an additional round of responding?.........8 How do I use item attributes and price elements when responding to a negotiation? ............................ 150 5........1.....2.....................Oracle Sourcing Help 4................2 Monitoring Negotiations.............. Help for Sourcing Suppliers...................................................................................................... 150 5........................2......................................................... 165 5......................................................1........................ 150 5.......................................................12 How do I respond to a service-related line?..........................................2 Can international companies participate? ....2.9 What is AutoRefresh? ..... 152 5................. 167 5........4 What information is contained on the Disqualified Responses page? ..............6 How do I submit a response online? ......... 176 5......2 How do I use Quick Links?.........1....... 162 5....................................................3............... 172 5......... 164 5............................1.1 What are the benefits of registering and participating in this system? ................................1..............5 How do I respond to a Request for Information (RFI)?...........................2. 175 5.............. 159 5...............2....2...... 167 5.... 177 6.................3 What is a WinZip (or zip) file? .... 161 5.......... 177 5....... Additional Information.................................................17 How do I respond to an amendment to a sourcing document? ..............................................................................................19 How do I respond to a service-related line?.1 Responding to Negotiations.. 170 5.8 How do I turn off proxy bidding? .............7 How do buyers and suppliers communicate while a negotiation is in progress? ........ 163 5.................... 154 5.11 How do I turn off proxy bidding? ...1............................................. 149 5.................................18 How do I respond to a deliverable defined to a negotiation?...................................2..................... 168 5...................................................................... 179 6........................1 How do I monitor negotiations to which I've responded? ......1.......................... 178 6.............2....10 What is proxy bidding and how does it work?. 148 4................. 170 5.........................5 What information is contained on the Awarded Items page? ...........6 What information is contained on the Rejected Items page?.....................................................12 What is power bid?.2..........1. 152 5... 169 5............... 178 6...............1.....................3 Searching.... 159 5.........1.....................1 Additional Topics .... 179 Page 7/209 ....1......................1..........1 How do I search for negotiations? ..................1..........................13 How do I download a spreadsheet and respond offline?................10 How do I respond to an amendment to a sourcing document? ..............1........................ 174 5............................2.........1.. 158 5..................2.............................................. 167 5............... 161 5.1............................................................11 How do I respond to a deliverable defined to a negotiation?....1.....................................................................16 Why would a negotiation have special terms and conditions? .....2... 166 5...............................................2 How do I use Quick Links?............... 167 5.........7 How do I view the attachments associated with the negotiation to which I am responding? ...........3 What is the Awarded Bids Detail report? ....................................4 How do I view the details of a negotiation before placing a response? .......3 How do I respond to a negotiation? ...............9 How do I print information on my negotiation? ..............................................4 What is the Awarded Quotes report? .... 151 5..............1.................. 164 5......2........................................... 173 5............. 163 5.....................1...

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

Click the Intelligence tab on the Sourcing Home page. RFQ. click the Preferences link at the top of the page. date format. This system also provides graphical summary and detail reports (See Appendix 7. see Getting Started for the Sourcing Super User.Oracle Sourcing Help 1. To create templates and reusable lists to simplify negotiation creation. buyer's auction (See Section 2. see Getting Started for Buyers.1 New to Sourcing? 1. see Getting Started for Suppliers.1 “Creating Negotiations”). To manage draft negotiations on which you and others may be working. and Buyer's Auction. If you are a Sourcing Supplier. 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. Use the Search Negotiations fields at the top of the page to search for a particular negotiation To edit your personal information (See Section 3.1 “What are the Sourcing Intelligence reports I can generate”) for many transaction types. Page 9/209 . You can create a request for information (RFIs). If you are responsible for administering the Sourcing system.1. and password. check the Negotiations at a Glance section. request for quotations (RFQs). To create an RFI. You can enter many different personal options such as your language. you can also use requisition information contained in Oracle Purchasing to create draft RFQs and auctions which you can then complete and submit using Oracle Sourcing.1 What can I do with Oracle Sourcing? If you are a Sourcing Buyer. Getting Started 1. If your system is integrated with Oracle Purchasing. among others. click "Edit" under the Drafts Quick Links section. To monitor the negotiations in which you are participating.1 “How do I update my Sourcing personal options”). You can monitor your negotiations in real time and communicate with participants using online discussions. click the appropriate create link from the Quick Links section of the Negotiations Home page.

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

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

1 What is Oracle Sourcing? Oracle Sourcing offers flexible negotiation capabilities to buyers and sellers.2.1 Frequently Asked Questions: Oracle Sourcing 1. enabling them to efficiently obtain the best possible prices for goods and services. can bypass intermediaries and establish relationships that might not have been possible using more traditional methods of buying and selling. requests for information (RFIs). Prices are established based on actual supply and demand at the time the negotiation is transacted. Buyers can use the information obtained to subsequently conduct an RFQ or buyer's auction.2 “Glossary”) Terms and Conditions enforcement (See Section 5. Buyers use real-time interaction to obtain information on suppliers' products and services. Buyers and sellers.6 “How do I copy a sourcing document”) Multiple Currency support (See Section 2. “How do I create and edit negotiation templates?”) and Copy features (See Section 2.7 “Can I accept responses in multiple currencies”) Multiple Language support Notes and Attachments (See Chapter 6.1.1.2.2.1.2.2 Getting Started with Oracle Sourcing 1.1. and buyer's auctions. Page 12/209 .1 “How do I create an attribute list?”) Reusable Invitation Lists (See Section 2. but on lead times. who might never meet face-to-face. quantity.4 “How do I create and edit a reusable invitation list”) Sourcing Template (See Section 2.1.requests for quotations (RFQs).4.Oracle Sourcing Help 1.2. and item-specific attributes.1. The four different types of sourcing documents available .3. Common Functionality All sourcing document types have the following common functionality to simplify the negotiation creation process: Reusable Attribute Lists (See Appendix 7. and then use that information to create negotiations that drive prices based not only on price.16 “Why would a negotiation have special terms and conditions?”) RFIs Oracle Sourcing allows buyers to qualify a wide group of suppliers and their products and services using RFIs.1.

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

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 .

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

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

4.11/2.4. Bids buyer.1.1.1.4.1.3 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.15) Buyers can manually extend an RFI or close an RFI earlier than the scheduled close date. Multiple If allowed by bidders may multiple bids.1. submit Other Proxy Bidding (See Attribute Based Section 5.4. Convert to negotiation document (See Section 2.7) 1.4.7) 2.1.8) Price Elements (See Manual Section 5.1. and invitation list are copied into a new document which you can edit if necessary.2.15) scheduled close Minimum Bid date.11) an RFQ or close an RFQ earlier Early Close (See Section than the 2. Page 17/209 .1.4.11) Buyers can Manual Extend (See manually extend Section 2.1. The details of the document such as the controls.1.8) Extend/Early Close (See AutoExtend (See Section Section 2.11) 2.3. item information.3.8) RFIs use item attributes to solicit item information from suppliers. have previously created. Manual Extend/Early Close (See Sections 2.8) 5.11) Price Breaks (See Section Price Breaks (See Section 2.1.10) Price Elements Attribute Based Bidding (See Section (See Section 5. terms and conditions. Multiple Quotes The RFQ business process allows suppliers to submit a single quote per round. or any other users in your organization.2) Information obtained during the RFI can be used to create a new negotiation document.1.Oracle Sourcing Help Attribute Based Bidding (See Section 5.8) Section 5.1. Decrement/Increment (See Section 2.1.10) Bidding (See Power Bidding (See Section 5.

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

1. Item attributes and their responses comprise the heart of the RFI process. 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.2.2. in essence "answering" the buyer's question.1. these lists are shared across all document types and can be accessed by the buyer as required.2.8 How do I stop others from editing a draft negotiation I am working on? Every time you edit a draft negotiation the system automatically locks the document. called item attributes. When creating an RFI.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. that allow bidders/suppliers not only to respond to the price. The document is released when Page 19/209 . you see the Confirmation page.1. you can click "Manage Draft Negotiations" to access the Manage Draft Negotiations page. these attributes can be either required. 1.2. or display only. quantity. optional. you can click "Continue editing your draft. 1. Depending on the setting chosen during the negotiation creation. Suppliers reply to the item attribute. Buyers can efficiently create and award RFQs and auctions while suppliers can also use this functionality to assist in bidding in auctions or submitting quotes for RFQs.1. How do I continue working on it? You can continue working on a document saved as a draft by After clicking Save Draft. You are granted exclusive control until you release it.7 I just saved a negotiation as a draft document. and delivery. buyers define attributes for negotiation items. From this page you can access and edit any of your draft negotiations. but also to other features salient to each item.1.6 What is attribute based negotiation and how can I use it? Attribute based negotiations enable buyers to define multiple item-specific characteristics. 1. These attributes represent important aspects of the item for which the buyers need information from their suppliers.5 Are reusable invitation lists and reusable attribute lists shared across all three negotiation types? Yes. 1." Alternatively. ensuring that only one user can work on a draft at any time.Oracle Sourcing Help 1.2. From this page.

11 Why do some items in my negotiation have item numbers and others do not? Item numbers and item revisions appear if the negotiation item is AutoCreated from a requisition line having an item from the item master.1.2. you can delete the draft for the new round from the Manage Draft Negotiations page.1. can unlock draft auctions/RFQ which were locked by other users. you are not required to enter any information. You submit it (the draft becomes a valid negotiation in the system). (The original creator can always unlock a draft. (Users with the appropriate function security.10 If I have saved a draft of a new Quoting/Bidding round.1.2. Each has its own benefits: Page 20/209 . Negotiations lines entered directly in Oracle Sourcing can include item numbers and item revisions if the item information was retrieved from the Item Master.) Another user removes the lock.9 What is the minimum information I need to enter before I can save a draft negotiation? Enter the information required for Step 1 of the creation process. can I award business to quotes/bids from the previous round? Once you save a new round of Quoting/Bidding. You delete it from the Manage Draft Negotiations page. such as the Sourcing Super User. 1. The draft creator selects the draft and clicks Unlock on the Manage Draft Negotiations page.2.Oracle Sourcing Help You save it.) 1.12 I know I can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing. If you wish to create a draft for a new round. the system automatically updates the status of the previous round to Round Completed. It is removed from the system. What are the differences? You can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing. The information from the previous round is enough to save a draft. Negotiations with Round Completed are not available for awarding. 1. 1. However. making it available for award. You can save an negotiation as a draft as soon as you get to Step 2.1. The system automatically updates the status of the previous round to Closed.2.

The higher the weight.13 What happens if I cancel a negotiation having backing requisitions in Oracle Purchasing? As soon as you cancel a negotiation with backing requisitions.Oracle Sourcing Help RFQs/auctions in Oracle Sourcing Real time bidding. New buyers can then manage the requisitions as needed. The goal of scoring is to motivate a respondent to respond with quotes/bids most closely matching the desired attribute values. breaks.2.1. Weights and scores can be assigned to the custom attributes. the requisitions become available again to AutoCreate in Oracle Purchasing. or need-by date. The higher the score. As responses are received. monitoring analysis and RFQs/auctions in Oracle Purchasing Integrated with the item master RFQs can be created by copying from blanket agreements Online Quoting/Bidding possible Spreadsheet Quoting/Bidding possible Suppliers can quote using EDI Buyers and suppliers can negotiate on Buyers and suppliers can create price price elements.14 What is Multi-Attribute Weighted Scoring and how does it work? Multi-Attribute Weighted Scoring is the ability for a buyer to use customizable attributes to define a product or service in a quantifiable manner. Custom attributes having weights and scores are called weighted attributes and require a response. Scores are numbers between zero and 100 and are assigned to each possible attribute value or range of values. quantity. Page 21/209 . It then ranks the scores for the same item from different respondents based on a Price to Total Score ratio. 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. 1.1. Each weight assigned to an item attribute is a number between one and 100 that represents the importance of that attribute compared to other item attributes. Scores represent the desirability of that attribute value or range of values compared to other values. The old Sourcing negotiation number remains on the requisition line until a buyer creates a new negotiation using the requisition.2. the more desirable the attribute value or range of values. the more important the attribute to the item. 1. the system calculates a weighted score for each attribute response and a Total Score for the item.

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. quantity. reflected in the Price to Total Score ratio.1. The lowest ratio among competing responses may not offer the lowest price. To lower the ratio for an item included in a bid.2.16 What is the difference between Price-Only and Multi-Attribute Weighted Scoring RFQs/auctions? In a price-only negotiation. The lowest ratio receives the highest rank.1. the buyer can still award the negotiation to any supplier regardless of the Price to Total Score ratio values. A buyer can view bids plotted on a Price to Total Score graph to assist in analysis of quotes/bids. the system ranks the supplier only on the basis of price. 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. item attributes can be scored and weighted. The winning response is decided based on the buyer's definitions of the relative importance of item attributes. suppliers can quote/bid on price.1.17 Can I accept multiple currencies in my negotiation? Yes. delivery dates and attributes of an item. 1. you can invite these users Page 22/209 . the system will automatically convert the responses to the negotiation currency. When you create a new negotiation.Oracle Sourcing Help 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. In other words. but it offers the lowest price per point of score. 1. However. it offers the best value for the money. 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. they are allowed to respond in only one currency per response. In both price-only and Multi-Attribute Weighted Scoring negotiation. The buyer can still award the item regardless of the ratio. Whenever you view the responses you have received. Though suppliers in a multi-currency negotiation can submit responses in several currencies. 1.2.2. however. you can allow bids or quotes in currencies other than the negotiation currency. In a Multi-Attribute Weighted Scoring negotiation. the negotiation currency defaults to the functional currency defined for your operating unit.2.

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

Click Register. and participate To inform them about the newly updated close time To inform about the extended close date/time newly Early close of an All invitees and suppliers RFQ or auction Extend close date/time of an All invitees and suppliers RFQ or auction Page 24/209 .Oracle Sourcing Help To register a user yourself: Anyone with the Sourcing Super User authorization." 2. On the Register an External User page.1.19 How can I invite suppliers to participate in my negotiation? You can invite suppliers to participate in your negotiation by selecting them from the Supplier Master or by applying predefined invitation lists. 1. Event Recipient Purpose To inform them that the negotiation is open for previewing or bidding To invite them to acknowledge intent. 1.1. Select the applications to which the user will have access. a buyer with the appropriate authorization can add the company to your Supplier Master). 3. acknowledge intent. enter the required information. click "Register a Supplier User. From the Portal page. Search for and select the supplier company name by using the flashlight icon (if the supplier company information does not exist within the system. Invitations are automatically sent to each supplier.2.2. 1. can directly register and approve users.20 What is the purpose of notifications? Who receives them and when? Notifications are used to communicate specific events to users. 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. You receive a confirmation that the new user has been registered.

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

they receive it at the original reminder time. Page 26/209 .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. If additional companies are added before the original reminder time. you can upload it to enter your responses into the system to. however. Bulk loading is also useful if you respond in similar negotiations that occur repeatedly. these new invitees receive reminders at the original time. You cannot respond to any negotiation that your company owns. 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. Otherwise. 1. canceled or deleted before the reminder time. then invitees do not receive any reminder.2.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. Once you have completed this spreadsheet.2. if they are added after the original reminder time.1. Such acknowledgments are intended to enhance communication between buyers and suppliers and inform buyers of the potential participation. 1.1.24 What is the quickest way to respond to a negotiation that has many line items? If the negotiation you wish to respond to contains many line items. the reminder is not sent. If the negotiation is closed. However. you can download a spreadsheet which you can complete offline to specify your response information.2. they do not receive reminders.1. If the buyer starts another round of negotiation before the reminder time. you can respond to negotiations created by your company's affiliates. It is not mandatory to acknowledge your intent before submitting responses. then invitees do not receive a reminder.23 Can I respond to a negotiation created by someone in my company? No. 1.

for example. the negotiation number. Any user assigned the appropriate job function can add suppliers to an RFQ or auction any time before the close date and time. you can enter a maximum of 240 characters. In Oracle Sourcing. which includes the purchase order numbers along with other information.1. 1.1. and then click "Negotiations Configuration. Click the Administration tab. you can enter a maximum of 2000 characters. 1.2. On the Award Summary page. Page 27/209 . For a Note field. you can require a particular indicator be used for all negotiations. 1.2.2.28 How can I check which purchase orders were created after completing my RFQ/auction? There are various ways to check which purchase orders were created.1. click the response number link to view the information on that response including the corresponding purchase order created for that response.26 How many characters can be entered into the Item Description and the Note fields? For an Item Description field. access the negotiation whose associated purchase orders you wish to see by entering the negotiation number into the Search Negotiations fields." Select the indicator and specify whether users can override your selection.2. You can also search Oracle Purchasing by entering the original requisition information. This displays all purchase orders for a particular negotiation.25 Can I invite additional suppliers to an RFQ or auction I've already created? Yes. As the system administrator.Oracle Sourcing Help 1. select Award Summary from the Action menu and click Go. You can search for the purchase orders in Oracle Purchasing by entering the negotiation data. On the Negotiations Summary page.27 Can the system administrator require buyers to use a certain rank indicator? Yes. You can check your Notifications for the Purchase Order Creation Notification.1.

2. RFQ Capabilities RFQ templates (See Section 2.2 “How do I monitor the negotiations I have created”). Price elements (See Section 2.1 “How do I create an attribute list”). RFQ creation (See Section 2. Steps in the RFQ process include: 1. RFQs typically consist of multiple rounds with competition focused on whether supplier(s) can meet the specific requirements.2.Buyers can monitor real-time quote activity and take appropriate action.1.5 “How do I use price elements”). Quote preparation and submission (See Section 5.3 “How do I create and edit negotiation templates”). 3.3 “How do I respond to a negotiation”). The suppliers' responses to the RFQ allow the buyer to compare quotes and negotiate the best price and specifications for the good or service.4. suppliers are immediately notified of the results via online notifications. Reusable invitation lists (See Section 2.1. Page 28/209 . RFQs enable buyers to collect quotes from suppliers for complex and hard-to-define items or services.2.4 “How do I award business in an RFQ or auction”). RFQ is typically used for complex items or services such as made-to-order manufacturing items or construction projects.5.1.2. buyers can review quotes and award the RFQ or submit a modified RFQ for another round of quoting. Suppliers cannot view competing quotes while the negotiation is in progress. Once suppliers have submitted an initial round of quotes. Once the RFQ is completed. RFQs supports both blind and sealed RFQs.2.1. RFQ monitoring (See Section 2.2 Getting Started with RFQs RFQs support the full business process to solicit quotes from suppliers. Buyers initiate RFQs that may include multiple line items by publishing the RFQ and inviting suppliers.1.1 “How do I create a new negotiation”).Suppliers view the RFQ details and submit their quotes online. 4. The RFQ process usually lasts days or weeks through multiple rounds of negotiations.Oracle Sourcing Help 1.1. Buyers analyze the quotes and either award the RFQs or modify the RFQs and open them for another round of quoting.3.4 “How do I create and edit a reusable invitation list”). Reusable attribute lists (See Appendix 7. RFQ modification or awarding (See Section 2.

1. Online or offline awarding capability (spreadsheet awarding). Page 29/209 .7 “What are price breaks. or auction”).8 “How do I use item attributes and price elements when responding to a negotiation”).4.15 “How do I close a negotiation before its scheduled close date and time”).16 “Why would a negotiation have special terms and conditions”) Quoting online (See Section 5.2 “How do I monitor the negotiations I have created”). Multi-round quoting (See Section 2.4. Real-time status updates Notes and attachments (See Section 6.11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2.6 “Why are some RFQs and auctions associated with a sourcing event”). Terms and Conditions enforcement (See Section 5.2 “Glossary”).3. (5.1.16 “How do I cancel a negotiation”)and Disqualifying quotes (2. Graphic RFQ monitor (See Appendix 7.14 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”).1. and how do I use them”).14 “How do I initiate a new round of responding”).4 “How do I award business in an RFQ or auction”).13 “How do I download a spreadsheet and respond offline”).6 “How do I submit a response online”) and offline (spreadsheet quoting).5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Purchase order generation Attribute based quoting (See Section 5.1.5. Quote comparison (See Section 2.4.1.7 “What are reusable price elements and how do I create them”).1. Capture Total Cost (See Appendix 7. RFQ. Integration with Oracle Purchasing (See Section 2.2 “Glossary”).Oracle Sourcing Help Price breaks (See Section 2.4.4. Multiple RFQ styles: blind or sealed (See Section 6. Canceling RFQs (See Section 2. Monitoring quote activity in real-time (See Section 2.5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”). Sourcing Events (See Appendix 7. Manual extend (See Section 2.4.9 “How do I disqualify responses I receive for an RFI. (See Section 2.5.

Quote Currencies Additional currencies in which quotes will be accepted. The system validates the data.3. 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. 1.2.3. you can upload items using a spreadsheet. In a Multi-Attribute Weighted Scoring RFQ.2.5 What is the most efficient way to create an RFQ with several line items? You can use the spreadsheet functionality to create an RFQ with several items. 1. Suppliers can choose the Quote currency in which they will place their quotes. ensuring the integrity of the submitted RFQ items.2.3.4 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. Page 30/209 .2. It is the RFQ buyer's reference and review currency.3. you can submit multiple quotes within the same round.3 Frequently Asked Questions: RFQs 1.3 Can I cancel or retract my quote? No. Quotes are converted to the RFQ currency for quote review. 1.Oracle Sourcing Help 1. 1. You can prepare your list of RFQ items offline and upload the completed spreadsheet.2 Can I submit multiple quotes per round? If allowed by the quote controls. but you must enter the weights and scores for an item's scored attributes online.2.3. This allows you to create your multi-line RFQ quickly.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. You can contact the buyer who created the RFQ and ask to have your quote disqualified. but quote disqualification is at the discretion of the buyer. The Unseal Date is the date when the buyer unseals the unlocked RFQ allowing the suppliers to view the quotes as well.2.

2.3. Page 31/209 .3. Once the supplier has provided you the email address.3. 1. the most efficient way for a supplier to quote is to use a spreadsheet to download the contents of the RFQ and prepare the quotes offline. During the upload.2. you can enter the address in the Additional Contact Email field during negotiation creation.2. Downloading the RFQ contents allows suppliers to quickly respond.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 creating additional rounds for an RFQ. you can enter a Promise Date to differentiate your response from other competing responses.2. Suppliers complete the quoting process by uploading the spread sheet back to the system.6 What is the most efficient way to quote on many line items in an RFQ? If an RFQ consists of many line items. This is one of the feature of RFQs and mirrors the general off-line behavior of this negotiation model.3. 1. See How do I invite suppliers to my RFQ or auction? for details on identifying contacts. 1. 1. 1. the Promise Date is required only if the RFQ uses multi-attribute weighted scoring and Promise Date is one of the scored attributes.3. In all other cases.10 How can I invite a group of people from a supplier? Ask the supplier (or a supplier contact) to create a group email list that includes all the individuals who should receive the negotiation notifications. When Promise Date is an optional response. You can invite suppliers by selecting them from the supplier master list. In an RFQ whose outcome is a blanket purchase agreement.3. you can invite additional suppliers by using the same process employed during the initial RFQ creation.2.Oracle Sourcing Help 1. Promise Date is an required field.8 What is the Promise Date. completing multiple item attributes. An automatic invitation will be sent to each invited supplier.2. the Promise Date is optional. spreadsheet items are validated to ensure the integrity of the submitted quote.11 Can I invite additional suppliers to subsequent rounds of an RFQ? Yes. and why would I enter one? In an RFQ whose outcome is a standard purchase order.9 Is an RFQ always blind or sealed and why? An RFQ is always either blind or sealed.

Once the buyer has unlocked and unsealed the quotes.13 Why can't I see the graphical monitor in a sealed RFQ? While an RFQ is sealed.3.2. can I see who is bidding? In a sealed RFQ. Select Start New Round from the Action Menu.2.3. none of the details are available for viewing by any suppliers. however. 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 . On the Negotiations Summary page. 1. Use the negotiation number in the Search Negotiations fields on the Negotiations Home page to access the negotiation. select Close Early from the Action menu to close the RFQ. On the Start New Round page. you can manually close your RFQ earlier than the original close date/time. you can see how many quotes are being placed. 2.12 In a sealed RFQ. 1.3.15 How do I start another round of quoting in an RFQ? Once an RFQ has been closed. 1. you can start another round of quoting. you cannot see either the name of the respondent or the details of the bid until you unlock the RFQ. 3.Oracle Sourcing Help 1. 1.3.14 Can I close my RFQ earlier than the original close time? If you select the Early Close option when specifying quote controls.2. you can use the Graphical Monitor to view quotes.2.

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

3. Monitoring the bid responses (See Section 2.2. bidders are immediately notified of the auction results via online notifications. Evaluating and awarding bids (See Section 2.1.1.7 “What are reusable price elements and how do I create them”).1.11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2. The buyer analyzes the bids and awards the auction based on the price. Price breaks (See Section 2.2.1.4. 3. Multiple Auction styles: open. bid quantity.1. If permitted by the auction rules.6 “Why are some RFQs and auctions associated with a sourcing event”). blind or sealed (See Section 6. 4.11 “What are response controls”).15 “How do I close a negotiation before its scheduled close date and time”). Capture Total Cost (See Appendix 7. Autoextend feature (See Section 2.2 “How do I monitor the negotiations I have created”). Once the auction is completed.11 “What are response controls”).5.2.2 “Glossary”).10 “What is proxy bidding and how does it work”).5 “How do I use price elements”). and how do I use them”). Page 34/209 . Reusable invitation lists (See Section 2.3.Oracle Sourcing Help auction items and submitting bids online.4.4 “How do I award business in an RFQ or auction”).1. bidders can view competitive bids during the auction. Power bidding (See Section 5.12 “What is power bid”). Reusable attribute lists (See Appendix 7. Minimum Bid Decrement/Increment (See Section 2.4 “How do I create and edit a reusable invitation list”).1.4.8 “How do I use item attributes and price elements when responding to a negotiation”).The buyer and all other participants can monitor the real-time activity during the auction and take action as necessary. Attribute based bidding (See Section 5. Proxy bidding (See Section 5.1. Price elements (See Section 2.1. Manual extend (See Section 2.1 “How do I create an attribute list”). bid attribute value(s).1. Sourcing Events (See Appendix 7.7 “What are price breaks. Auction features include: Auction templates (See Section 2.3 “How do I create and edit negotiation templates”).1.

2 “Glossary”).2 “How do I monitor the negotiations I have created”).9 “How do I disqualify responses I receive for an RFI.4 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”).Oracle Sourcing Help Canceling auctions (See Section 2. (5.16 “How do I cancel a negotiation”) and Disqualifying bid (2.1.4. Monitoring bid activity (See Section 2.4 “How do I award business in an RFQ or auction”). Purchase order generation Real-time status updates Bidding online (See Section 5. Page 35/209 .5. or auction”). Integration with Oracle Purchasing (See Section 2. RFQ.4.1.13 “How do I download a spreadsheet and respond offline”).6 “How do I submit a response online”) and offline (spreadsheet bidding).1.5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Notes and attachments (See Section 6.4. Online or offline awarding capability (spreadsheet awarding). (See Section 2.5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”).1.5. Graphic Auction Monitor (See Appendix 7. Bid comparison (See Section 2.

2. The start price is the maximum price in a RFQ or auction at which bidding (or quoting) for one unit of the the item will start.2.5 Frequently Asked Questions: Auctions 1. Page 36/209 .5. The target price is the price you hope to pay for one unit of an item. 1.2. 1.2.4 “Why can't I access some pages. and 3. 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.3 Why isn't there a target price for every item? Target price is an optional value. Blind: Only the buyer can see the bid content Sealed: Neither the buyer nor the suppliers can see the bid content until the auction closes. but only the buyer can see the identity of the bidder.2.2.5. buttons. 1. 1. links.5. Note: Two people from the same cannot quote in the same RFQ.2.5.5 Can someone in my company award an auction that I create? If granted the appropriate authorization.1 What are the different auction styles? The buyer can choose from three types of auctions: Open: everyone can see the bid content. The buyer can see the bids once the auction is unlocked. The auction to which they are responding is not owned by their company 2. All registered users in a company can bid on the same auction. someone else at your company can award an auction created by you. The buyer can also choose to display the target price to the bidders for reference.5. provided that: 1. The bid controls for this auction allow multiple bids per round .1.2 What is the difference between Quote/Bid start price and target price? When creating a new RFQ or auction. 1. They have the appropriate function security (See Section 6. or task bar options”).5.6 Can two people from the same company bid on the same auction? Yes. Buyers are not required to designate a target price for every item.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. You can elect to display the target price to participants. Everyone can see the bid content once the auction is unsealed.

that supplier receives an e-mail notification about your RFQ/auction.9 How do I initiate a new round of quoting or bidding? After your RFI. and your RFQ/auction appears in that supplier's "Open Invitations" list of invitations. 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) 1.5. you might want to send invitations to increase specific suppliers' awareness of your RFQ/auction and encourage participation. After you initiate a new round of responding.2.13 “How do I invite suppliers to participate in my negotiation”) to participate.7 When two respondents from the same company place bids. you are not required to send invitations to any suppliers. why would I invite suppliers to participate? For a public RFQ/auction. Page 37/209 . 1.5. can they view each other's bid details? Depending on the auction style.1.1. However. RFQ.Oracle Sourcing Help 1. When you invite a supplier (See Section 2.2.8 If my RFQ/auction is open to all suppliers. none of the previous responses submitted are available for awarding. 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). or auction has closed.2.5.

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

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

You can remove any supplier from the invitation list for the new round. You can also add new suppliers. Page 40/209 . you can enter the date and time (prior to the open date and time) the negotiation is available for previewing by all eligible participants. they are automatically added to the invitation list for the new round. Click Controls to modify negotiation control information. Additionally. Note that you have to specify a new closing date. click Publish.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. *Close Date The new date and time the RFI. RFQs or auctions opening in the future. If there are no approvers defined for this document. RFQ. 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. 1. You can also choose to open the negotiation immediately. You can also choose to open the negotiation for preview immediately. or auction closes. o Possible Invitation List Changes If you invited suppliers in the previous round. Click Suppliers to modify your invitation list. 7.Oracle Sourcing Help 5. Preview Date For RFIs. any uninvited suppliers who responded in the previous round are also automatically added to the invitation list for the new round. Click Review. 6. o Response Controls Modify other Response Controls as necessary. Review your updated negotiation information. o Possible Date Modifications *Open Date Date and time you want the new round of responding to begin. click Submit for Approval.2.5. If there are approvers defined for this document.

Bid disqualification. 1. 1.5. 1.5. that is. if Bidder B bids triggering a proxy bid for Bidder A and the resulting bid results in the same Price to Total Score ration. Manual Extend allows you to manually extend your auction close date/time before the auction closes. The response is at the company level. no other user at the same company can bid. 1. best bid" is selected for a multi-round auction. When the bid control "No .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.2. You can also specify if the autoextend is for the entire auction or particular line items.2.13 Why are display-only attributes not visible in the Bid Compare page? Display only attributes are used to convey information to bidders. You can also define the total number of auto extensions and the extension period. For example.2. You can specify whether the auction is extended from the original close time or from the time when the winning bid has been received. the bidder can only view the resulting Price to Total Score for a bid.5.A bidder must submit a single. When the buyer hides scores/weights. Bidders cannot respond to display only attributes so there is no value for comparison.15 How do two bids with the same score get ranked if the prices are the same? The earliest bid gets a higher rank.2.2. 1. once one user at a company responds.11 Can a bidder retract a bid? If a bidder has submitted. the bidder can contact the buyer and ask to have the bid disqualified.2. 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. AutoExtend extends the duration automatically if new bids are received in the closing minutes of the auction.5. Bidder B receives the higher rank because the proxy bid was created by the system after Bidder B's bid. a company can place one bid in each round when being invited to that round Page 41/209 .5.5. is up to the discretion of the buyer.Oracle Sourcing Help 1.12 Why can't I always view scores and weights set up by the buyer? The buyer can optionally hide scores and weights from the bidder.

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

Supplier B then places another bid of USD 92. he cannot modify any attribute responses to try to improve his score.00. since proxy bids are generated based only on the price of the competing bid. you may need to closely monitor Multi-Attribute Weighted Scoring auctions which also use proxy bidding.00 with a score of 100 for the same item. Supplier A places a bid of USD 95.00 with a score of 90 for the item.19 Can a bidder see the names of the other bidders? Bidders cannot see other bidders' identities. Now Supplier B's bid (92/100) is better than Supplier A's bid (84/90). This bid (84/90) is now the winning bid. However. a proxy bid decrement of USD10.00 and a proxy minimum of USD 75. 1. not just the bid price. a bid can be beaten based on the Price to Total Score ratio without triggering a new proxy bid. Page 43/209 . This bid (94/100) is better than Supplier A's bid (95/90).Oracle Sourcing Help 1.00. but since Supplier B's bid price is still higher than Supplier A's bid price. Supplier identities are never revealed to other bidders.5.00. Supplier A's proxy is not triggered.2. Supplier B then bids USD 94. And since Supplier A's proxy minimum (75. To avoid these situations.2. Supplier A's proxy will only be triggered again if there is a bid with a price lower then USD 84.18 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. You may need to cancel the proxy bidding process to redefine attribute information to improve your price to total score ration. Supplier A's proxy is triggered to place a new bid of USD 84. Since Supplier B's bid price is less than Supplier A's bid price.00) has not yet been reached. Therefore. For example.5. Supplier B's bid is the winning bid even though the bid price is higher.00.

4. RFQ. RFIs are used more for gathering information on goods and service provided by a supplier than to lock in particular price information. or auction. There are four main steps to creating a new negotiation: o o o o Create Your Negotiation Header (See section 2. one unique feature of an RFI is that buyers can choose to define negotiation line items without price and quantity and specify lists of criteria to which suppliers must respond. You can also create new negotiations quickly by applying a negotiation template.1. This allows you to return to the creation process at a later time or have multiple people working on the same negotiation.1.9 “How do I add lines to a negotiation”).1.6 “What information must I provide to create my negotiation header”). 2.Oracle Sourcing Help 2.1 Creating Negotiations 2.1 How do I create a new negotiation? Use the instructions on this page to create Sourcing negotiations (RFIs. Page 44/209 . RFQs. RFQs.1. and Buyer's Auctions 2. and how do I use them in my negotiation”) Invite Your Suppliers (See Section 2.1.1.1 Creating RFIs.1.1. Therefore. Define Your Response Controls (See Section 2. RFIs can be taken to multiple rounds until the buyer has enough information to identify supplier(s) with which to deal. you can save time by copying an existing RFI/RFQ/Auction. the information contained in the RFI can be copied into an RFQ or buyer's auction.11 “What are response controls”) Enter Your Terms and Conditions (If Oracle Procurement Contracts is bought and licensed) (See Section 2.1.1. You can create a negotiation and save it as a draft before submitting it. Enter Negotiation Lines (See Section 2.1.1. o If you have previously created an RFI. At the conclusion of the RFI cycle. Help for Sourcing Buyers 2.1. and buyer's auctions).7 “What are contract terms and conditions.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.13 “How do I invite suppliers to participate in my negotiation”).1.

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

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

Once you have identified the requisitions in which you are interested. The AutoCreated document is assigned a document number. The table below shows some of the operations available Sourcing Buyers and Sourcing Suppliers by using Quick Links.3 How do I use Quick Links? The Quick Links section of the Negotiations Home page provides easy. The links are organized by task and negotiation type so you can find the link for the task you wish to perform.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.1. You can use this number to access the document in Oracle Sourcing and to Page 47/209 . When using AutoCreate.1. you can search for requisitions according to different attributes such as item or category and include them in a single document. AutoCreate uses the requisition information to create a Buyer's Auction or Sourcing RFQ.Oracle Sourcing Help 2.1. one-step access to your most commonly performed Oracle Sourcing tasks. Requisition information in Oracle Purchasing can come from any of several locations such as: Oracle iProcurement Oracle Purchasing Using AutoCreate AutoCreate allows you to select requisitions stored in Oracle Purchasing to create a Buyer's Auction or Sourcing RFQ. you can use requisition information in Oracle Purchasing to create a draft sourcing document that you can then access and edit. The backing requisition information is carried over from Oracle Purchasing and used throughout the creation process. Simply clicking the link takes you to the page where you initiate the operation.1. 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.

Backing requisition information Operating unit Functional currency Line type If amount based line type Display only Display only Display only If quantity based line type Display only Display only Display only Page 48/209 . AutoCreate carries over the following backing requisition information when creating the sourcing document. Depending on the line type.Oracle Sourcing Help view the document from Oracle Purchasing or iProcurement. Backing information. This grouping information is used when creating negotiation lines for the sourcing document. the requisitions are no longer available for use by AutoCreate. A negotiation line is created for each requisition line. Grouping lines When creating your document in AutoCreate you can choose to consolidate multiple requisition lines if they refer to similar items. There are two possible grouping types: Default and Requisition lines. 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. Once the new document is created. you can modify some of this information.

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

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

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

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

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

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

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

To restrict a supplier to a particular currency: 1.8 How do I restrict a supplier to a particular currency? If you allow multiple response currencies for your negotiation. 3. 5. If you are finished defining alternate currencies. select the exchange rate type. You can use predefined exchange rates (Corporate Exchange Rate) or specify your own exchange rates (User Specified Rate). 4. On the Header: Manage Response Currencies page. 6.09 kroner to one dollar. Specify the price precision for the currency. 2. The description field explains the code. To define your own exchange rates 1. Select the checkbox to display the exchange rates if you want to allow respondents to see your response currency exchange rates.09 meaning . If the precision for the response currency is greater than the precision for the negotiation currency. the system will round when converting responses into the negotiation currency. click Apply. you can choose to restrict specific suppliers to particular response currencies.1. Select the User Specified Rate type. Otherwise click Add Another Row and continue defining currencies and exchange rates. continue creating your negotiation. if the negotiation currency is United States dollars (USD) and the response currency you're defining is Swedish Kroner (SEK) the exchange rate might be . 2. To use predefined exchange rates: 1. You assign currencies to specific suppliers when you invite the suppliers to your negotiation. Define the exchange rate by entering the number of response currency units that equal one unit of the negotiation currency. Select the response currency you will accept. Page 56/209 . The page redisplays. select a response currency for each supplier. Select the response currency. 3. After you have selected your suppliers in Step 5. The system may contain several different exchange rate types. 2. Select the appropriate type for your negotiation. Enter the date for which you wish to use this set of exchange rates.Oracle Sourcing Help 2. The system's response currency codes are available from the drop down menu. For example.1. When you have finished defining currency information.

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

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

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

the Need-By From and the Need-By To fields are set to the requisition need-by 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. In a Multi-Attribute Weighted Scoring negotiation. Note: Suppliers are never able to view the current price. Select "Display to Suppliers" if you want the participants to see your target price. the start price defaults to the requisition quantity. there is no time constraint on receiving the item. If the negotiation was created from a single backing requisition. You can use the pop-up calendar to pick your dates. you specify a time window (inclusive of the end date). you can assign weights and scores to attributes. If you supply values for both fields. location or promise date. click Add Another Row or Add Attribute List. Target Price Price you hope to pay for one unit of your item. The current price is used to calculate negotiation performance used for savings calculations in the application. Current Price Price you are currently paying for the item. To add item attributes to your item. 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. the start price defaults to the lowest requisition price of all requisitions for that item. 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. the Need-By From field defaults to the earliest requisition line's need-by date. If you leave both fields blank. Add Price Elements Page 60/209 . However. if the line type is amountbased. The Need-By To field defaults to the latest requisitions needby date. 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.

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

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

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

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

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

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

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

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

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

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

Approvers will receive notification that they need to approve the amendment. When creating a negotiation. 8. Line attributes can then also be weighted to indicate the relative importance of a single attribute among the other weighted attributes. On the Create: Header page.1 How do I use negotiation templates? You can use a document template of a specific type (RFI. no new responses can be received on the previous negotiation. click Apply Template. 2. Draft amendments are available on the Negotiations Home page if you click Drafts in the Manage Quick Links section. See How do I create and edit negotiation templates? for instructions on creating negotiation templates. edit.2 What are line attributes and attribute lists. the Submit button changes to Publish. Page 71/209 .2. You can save the amendment as a draft at anytime during the creation process if you click Save Draft. On the results display. and delivery. 2. or delete any of the negotiation information provided by the template by proceeding through the steps of creating a negotiation. If you have approvers identified on the Collaboration Team on the Create Header page. the buyer can score attribute values to indicate the relative preferability of different responses. These attributes may either require a response or no require a response from the supplier.2 Templates. you can submit the amendment for approval by clicking Submit for Approval on the review page.1. You can review the new changes compared to the current active negotiation by clicking Review. All suppliers will be required to acknowledge the amendment and resubmit their responses to be eligible for award. RFQ. Search for and select the template you want to apply. Click the appropriate link under the Create area of Quick Links on the Negotiations Home page. Spreadsheets and Lists 2. Once you click Publish. To use a sourcing document template: 1. or auction) to create a new document of the same type. 2. but also to other features and performance characteristics of each line. allowing respondents not only to respond to the price. quality. and how do I use them? Line attributes enable a buyer to define multiple line-specific attributes. 4.1. You can add to. select the template and click Apply to create a new negotiation with this template.Oracle Sourcing Help 7.2. The buyer can define unique line attributes. Once approved (or if approval is not required).1. 3.

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

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

4. When you are finished. 3. On the search results page. When you have finished adding suppliers. On the Edit Invitation List page. the system uses the following hierarchy to determine which category value to use: 1. 5. click Apply. To edit an invitation list you have created: 1. The value defined for the RFQ/Auction template. Select the supplier(s) and click Add to Invitation List. 2. any attributes/price elements defined for the template are added to any attributes/price elements you define via the spreadsheet. then click Edit. If you are have the Manage Invitation Lists job function. find your list.1. and manage public invitation lists. Page 74/209 . Click "Add Suppliers.2. update your list description. You can also add or delete suppliers. For a supplier with multiple sites. and access as appropriate.Oracle Sourcing Help Sourcing Super Users or users with the Manage Invitation Lists job function can create. status. The value specified in the spreadsheet. 5. click "Add Suppliers" again and follow the perceiving instructions. you can edit public lists. you can add an entry for each site for that supplier if you choose. or 2. 2.1.6 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. Click "Invitation" under the Reusable Lists area of Quick Lists on the Negotiations Home page. 6.2. edit. If you wish to add more suppliers to your list. 4. 7. you can choose a specific supplier site to associate with this list (Supplier Site is another term for Address Name). click Submit. 8. If the supplier you selected has multiple sites defined in the system. including change the access and status." then search for suppliers to add to your invitation list. If the template and spreadsheet have conflicting category values.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. Search for the list you wish to update. 2.

1. Adding these as required item attributes that are displayed to bidders can customize your negotiation items to your specific industry.1. While the buyer could enter this information in the auction line description. if there are three attributes/price elements for your template. In addition. then bidders must enter the mileage of any bid. the result of applying the template and then uploading by spreadsheet is that item A now has seven attributes/price elements and item B has five attributes/price elements.1 What are line attributes. Page 75/209 . For example. The attribute(s) are added to that line only.3 Item Attributes." Metal industry negotiation items can include "grade of metal" as an attribute. and why would I add them to my negotiation lines? When you add a line to a new negotiation (RFI. you may choose to add one or more line attributes to that line. the attribute/price element specified by the template. and do not apply to all lines in the negotiation. When the buyer adds the line (vehicle) to the auction. the buyer can add an attribute called "mileage" to specify that the bid item must have fewer than 12.2 How do I add line attributes to my negotiation? You can add multiple line attributes to any line in your negotiation. If there are duplicate attribute/price elements between the template and the spreadsheet.3.Oracle Sourcing Help For example. if the buyer marks this attribute as required. Attribute Scoring. and item B with two attributes/price elements. the attribute/price element specified on the spreadsheet 2. auction). Line attributes can call attention to industry-specific characteristics.3. the precedence is: 1. 2. using an attribute to define this specification calls attention to the specification. and Price Breaks 2. a buyer can create an auction to buy a fleet of 12 vehicles for a delivery service. Line attributes define 1) unique specifications that you set for a negotiation line. RFQ. retail industry negotiation items can include such attributes as "color. item A with four attributes/price elements.1. and 2) the details that a participant should provide when responding to that negotiation line.000 miles on the odometer. and your spreadsheet upload includes two items." and "SKU number. For example. Price Elements. For more information about how to add line attributes to your negotiation items." "style. 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. see "How do I add attributes to my negotiation lines?" 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.31/12/2002 > 01/01/2003 Red Blue 60 100 100 80 50 100 75 Given these definitions.Oracle Sourcing Help Quantity Quantity Need-by Date Need-by Date Need-by Date Color Color < 1000 > 1001 < 31/10/2002 01/11/2002 . and Response 2 would be designated as the best response even though the bid price for Response 2 is higher. 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 = 3.62 Response 2: Attribute Quantity Need-by Date Color Response Value 1200 05/01/2002 Red Page 80/209 .

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

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

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

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

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

You specify 20$ as your start or base price. 2. The first offers a price of 19$ per unit if buying more than 100. You then set up two quantity-based price breaks. The list status (Any. search and select the list you want to edit. Click the Price Element link under Reusable Lists on the Quick Links section of the Negotiations Home page. For each (non-amount-based) line in your negotiation. click Go. you receive an error message.7 What are price breaks. For example. (This returns all price element lists using that price element. 5.Oracle Sourcing Help To edit a price list: 1.3. When you have finished making your changes. and how do I use them? Price breaks allow you to negotiate line prices with your supplier based on characteristics of your order. or select the price element list and click Edit. you can o o o update the description for the price element list. For these price breaks. Active or Inactive). You can then enter different assumptions into the system and have it calculate which response is the best. 6. and you may specify several quantity levels and the prices you are willing to pay at each. add or delete price elements from the list. The search results display any price element lists matching your search criteria. To edit the list. click Apply. you receive the responses shown in the table below. You can search for a particular price list by : o o o o The list name. When you have entered the search data. 2. 7.1. The new list is validated. you can either click the price element list name link. If any price elements are inactive. Your suppliers respond to your negotiation specifying their responses to your price breaks. Page 86/209 . The second offers a price of $18 a unit if purchasing over 500. On the Edit Price Element List page. you can define as many price breaks as are appropriate. or by a certain deadline. you may expect to receive a discount from your supplier if you buy a large quantity of units. change the price element list status. 4. On the Price Element Lists page. Or you may be willing to pay more per unit if your supplier can ship the order to a special location. The name of any price element defined to the list.) 3. The first few words of the list description. Example: Assume you are purchasing PC keyboards.

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

To analyze price break information: 1. otherwise select optional. 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. 4. and effective dates (available for non-cumulative price breaks only). For example.1. Once you have defined all your price breaks. and your supplier(s) have responded with quotes. 5. Search for the negotiation you're interested in.Oracle Sourcing Help 3.4. If you select None. and click Analyze Price Breaks. you will not be able to enter price breaks. price. Select the negotiation line. 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. you will not be able to negotiate on effective dates.1. Define your price breaks. 4. For each price break criterion. You can set breaks by unit quantity. On the table of negotiations. Analyzing Price Breaks Once you have defined your price break expectations. 2. Item attributes define 1) unique specifications that you set for an item. On the Analyze Line: Analyze Price Breaks page. Ship-To address/organization. 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. Page 88/209 . If you select Non-Cumulative. 3. you can offer a particular target price. 5. Also select either Cumulate or Non-Cumulative. You can define as many price breaks as are needed to fully define your pricing structure.4 Additional Creation Topics 2. 2. click the response number link. and 2) the details that a participant should provide when responding to that item. you could enter different order quantities and see which supplier response is the best for a certain quantity. you could define multiple price breaks based only on order quantity. Select Required to force to supplier to respond to the price breaks you define. you can have the system evaluate the supplier responses based on scenario information you enter. On the negotiations summary page. click Analyze by Line from the Actions menus and click Go.1 What are some negotiations strategies I can use? When creating a negotiation. For example. Click Add Another Row to define additional price breaks.

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

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

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

4. terms and conditions. Invitation lists can be shared across the company. Using spreadsheets Page 92/209 . you simply open the template and add to or edit details of the template as necessary. you can create and manage public Reusable Attribute Lists. you can modify the description and inactive date. Using document templates If many of the negotiations you create contain the same features. and invitation list are copied into a new document which you can edit if necessary. you may want to create a template that you can use each time you create a sourcing document. Using Reusable Attribute Lists Attribute lists can streamline the document creation process while providing standardization for negotiation items. Note that you can move the inactive date forward in time to extend an event. item information. Using Reusable Invitation Lists You can create Reusable Invitation Lists containing names of suppliers who you frequently invite to your negotiations. you can also create and manage public templates in addition to your private ones. To modify an event's information click Edit. This allows you to standardize business practices and save time. you can create attribute lists for use by all Sourcing buyers at your company. Your template will contain the features that are similar among the negotiations you commonly create. If you are assigned the Manage Attribute List job function. 2. If you are assigned the Manage Sourcing Document Templates job function. have previously created. The public lists will be available for Sourcing buyers at your company. If you are assigned the Manage Invitation List job function. in addition to your private ones.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 move an inactive date backward although not prior to the current date/time. or any other users in your organization. The public document templates will be available for every Sourcing buyer at your company. An attribute list is a grouping of attributes that are commonly used together to describe a good or service.Oracle Sourcing Help 5.1. When you create a document using a template. The details of the document such as the controls. This can help you standardize your business practice as well as speed up the negotiation creation process.

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

you are prompted to confirm your deletion. Security on draft negotiations Users with the Create Buyer's Negotiation function can save and subsequently edit their draft negotiations. For public negotiations: Page 94/209 . you are placed into the draft and can update information as needed. you have the option of saving the new round's information as a draft. if you subsequently delete it. If you click Edit. You can add additional items to the draft. and depending on your authorizations. Once you submit a draft. review and submit. The draft is deleted from the system. and you can update all the normal attributes for these items. you can check the draft information and then submit the negotiation for processing. Click the Manage Quick Link under Draft to display the Manage Draft Negotiations page. To access a draft. or Review and Submit. you always see the drafts which you own or on which you are a collaboration team member. If you click Review and Submit. Note however that once you save the 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. When you save a draft. You can always access drafts you own. 2. This page lists the drafts created by users at your company. you must complete Step 1 of the creation process. or delete any of these drafts. you may be able to access others' drafts as well. you can edit. o Using drafts with multi-round negotiations If you have chosen to take a negotiation to an additional round. Delete. While editing your draft. and it available for awarding.Oracle Sourcing Help When you first access the draft document AutoCreated from Oracle Purchasing. When you access the Manage Draft Negotiations page. you can click Clear Changes to undo any updates since the last time you saved your draft. you can subsequently access it for editing or submission. unlock. 1. the status of the prior negotiation is changed back to Not Awarded. If you are the draft creator. it is removed from the list of drafts on the Manage Draft Negotiations page. select the draft and click Edit. Accessing and editing draft RFQs/auctions Once you have saved your draft.

3. If Oracle Procurement Contracts is implemented. You can update a deliverable if needed or delete it altogether 4. on vacation. 2.1. click Contract Terms in navigation bar in the top left of the page. See the Oracle Procurement Contracts online help for instructions on defining deliverables. you can create a deliverable and assign it to a negotiation. Click the Deliverables subtab and check that any deliverable already defined to this template is applicable for your negotiation. as part of the contractual agreement. Search for and apply a contracts template. Note: The Sourcing Super User. Page 95/209 . Anyone with the Manage Draft Sourcing Documents function can access and edit drafts created by others at the same company. for example. This is a useful authorization for an administrator to have in case a draft needs to be edited. but the buyer has locked it and is subsequently unavailable. To create a deliverable for a particular negotiation: 1. click Add Deliverable. For private negotiations: You must be the negotiation owner or a collaboration team member working on the negotiation to access the draft. you can edit any drafts that are not locked. To add a new deliverable. In addition to the contractual commitments that businesses need to fulfill. are classified as deliverables. 2.Oracle Sourcing Help Anyone with the Edit Draft Sourcing Documents function can access and edit draft negotiations AutoCreated from Oracle Purchasing. Additionally.4.5 How do I create a deliverable and use it in a negotiation document? Businesses enter into contractual agreements with their trading partners and. 5. If you are a collaboration member with view-only access. they might define other internal tasks that contribute to the overall execution of the contract. If you are a collaboration member not restricted to view-only access. you can perform whatever tasks are allowed by your function security. On the Create Deliverable page define your new deliverable. by default. On the Create Header page. The commitments on the contracts. If you have this function and access the Manage Draft Negotiations page. If you have both the Manage Draft Sourcing Documents and the Unlock Draft Sourcing Documents. besides products and services bought or sold. will have commitments to fulfill. you can unlock and edit other's drafts from the Manage Draft Negotiations page. is authorized to manage and unlock drafts. under the terms and conditions of the contract. you can view the draft but not edit it. anyone with the Unlock Draft Sourcing Documents function can break a lock on a draft but not access it for editing or submission.

This includes any contract clauses or deliverables (terms.1. you can click Apply and Create Another.1. Edit your new negotiation by continuing through the creation steps. conditions.4. Once you have found the negotiation you are interested in. On the Create Negotiation page. Clicking Copy places you on a new Create Header page with the existing information inserted. 5. Once the page refreshes. click the Copy icon at the right of the page. You can copy an existing document to create a new document of the same type (RFI.7 What are contract terms and conditions. 2. You need the Manage Contract Terms responsibility to create and maintain contract terms on negotiation documents. You need the Contracts Terms Library Administrator responsibility to create and maintain clauses and contract templates in the Contract Terms Library. click Review. Note that you will have to specify new Open Date and Close Date values 6. then click Submit for Approval if approvers are specified for this negotiation. When you have finished creating your new negotiation. 2.6 How do I copy a sourcing document? You can copy sourcing documents that you or any other users in your organization have created. You can click the negotiation number to see details about the negotiation. Page 96/209 . or auction). 4. To apply contract terms to your sourcing document: 1. Search for the negotiation you want to copy. you can define your next deliverable. and how do I use them in my negotiation? If Oracle Procurement Contracts is installed and licensed.Oracle Sourcing Help 6. You can use contract terms to specify legal and other requirements for your negotiation. 2. 3.4. To copy an existing negotiation: 1. Using contract terms is an easy way to create and maintain standardized contract text which can be customized as needed. Click "Copy" under the Create section of Quick Links on the Negotiations Home page. Verify your negotiation information. click Contract Terms in the navigation bar at the top left side of the page. RFQ. After you have finished defining your deliverable. click Apply. and deliverables are available if Oracle Procurement Contracts is implemented). Note that most of the information you defined previously is carried forward into the copy. otherwise click Publish to open it for responding. If there are multiple deliverables to define. you can create contract terms and apply them to your negotiation.

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

2. buyers can nominate collaboration team members to participate in the creation and administration of the sourcing document. inviting additional suppliers. 2.9 What are amount based line types. 2. you can specify that an item is amount based by selecting an amount based Line Type value. click the Lines subtab. From the negotiation summary page. For the line whose requisition information you wish to view.1. but more of a service or activity. and some team members may be required to approve the final document before delivery to potential suppliers. Access the negotiation.4. When you create a negotiation. 4.Oracle Sourcing Help o o o o o o Negotiation Order Shipment Receipt Invoice Payment To view the backing requisition information after the negotiation has been published: 1. For example. The possible values are defined in Oracle Purchasing. and creating document outcomes. This takes you to the Requisition Summary page. Such activities can be negotiated by using amount based line types. and how are they used? Sometimes the item you need to negotiate is not a number of discrete units. This includes the entire life of the sourcing document from the initial creation to the award process.4. Such tasks could include defining the item attributes. 3. Buyers can optionally grant full access to some team members while restricting others to read-only access. A category value may also appear if your administrator has defined a default category for that line type. Each member can be assigned specific tasks.10 How do collaboration teams work? When creating a negotiation. Page 98/209 . click the number link in the Requisition column. This takes you to the Requistion Detail page. awarding business to supplier. the quantity and unit of measure defaults to the values defined by your administrator and is display only. you might need to negotiate training or consulting services. If you select a line type that is amount based.1. Click the number link in the Line column.

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

some collaborators can be defined as having read-only access. and members of the document collaboration team (if any).4. Security Levels and Collaboration Teams The use of collaboration teams allows document creators to select a number of collaborators for the document creation and administration and define flexible security rules that can apply to each collaborator. and how do I use them? Global agreements allow buying organizations to negotiate pricing and define agreements on behalf of a shared central environment. Hierarchy The document can be viewed only by the creator. Execution against global agreements can be performed by multiple local operating units.4.Oracle Sourcing Help If that member has been assigned a task. the creator's manager. when the target date is. 2. This is in contrast to a regular blanket purchase agreement which can exist only within the realm of a single operating unit. See How do collaboration teams work? for more information on collaboration teams. and the Security Hierarchy members defined in Oracle Purchasing for that document type. Other members can be selected as approvers of the document. selected members can be assigned specific tasks which they must complete. All members identified as approvers must approve the final version before the document can be published. Global agreements: Page 100/209 .1.13 What are global agreements. the creator's manager. Also. Private The document can be viewed only by the creator. members of the document collaboration team (if any). and if so. There are three possible security levels a buyer can select: Public The document can be viewed by any other buyers in the buying organization. For example.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.1. meaning they can view but not update the document throughout its lifecycle. 2.

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

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

4.Oracle Sourcing Help 2. The charge for this type of service is based on hourly rates per person. Enter your price breaks including Price Differentials. you can create documents that negotiate for many different types of services. General services fixed-price lines use a negotiation outcome of standard purchase order. is a response to the price differential required) 7.2. vacation). Page 103/209 . Fixed-price temporary labor such as contractors. rate-based line: 1. Create attributes as needed to solicit additional information for this line. The charge for this type of service is based on a flat amount for the service provided. Fixed-price services such as corporate accounting services. make sure you select a temporary labor.2 What kind of services can I negotiate for? If Oracle Services Procurement is installed and licensed. and click Go. You can include services-related lines with regular amount-based and goods-based lines. temporary administrators. Also. 3. ensure that you choose Blanket Purchase Agreement as the negotiation outcome for temporary labor line types. 8. . Unit of Measure and Category will default according to the Job you select. There is a fixed amount limit attached to the service. Search and select a job from the Job menu. 2. From the Add Line menu on the Create Lines page. 9. if appropriate. On the Lines: Create Line page. 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. rate-based line type. or consulting services.3 How do I define services related lines? Services related line types allow you to negotiate on labor contracts. Specify how price differentials are to be used within the negotiation (for example. The Description. maintenance services. Select the price type (for example. Job Details. or click Load from Spreadsheet to upload a previously completed spreadsheet file containing all the line information 2. 5. For temporary labor line types. and specify the differential associated with this price type.2. select Online to continuing entering your line description online. make sure you select the Global Agreement checkbox. click Select Price Break Settings and ensure it is not set to None. 6. If you need to specify price breaks. Enter values in your price fields if necessary. To define a temporary labor.

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

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

Select a contact for the supplier and click Create Surrogate Bid/Quote. and then click View Response History to see information on responses to this negotiation. 6. you can either Select View Response History from the Actions menu and click Go. click Full List. Click the Responses number to access the Details page for the negotiation. On the negotiation summary page.3.2 How do I monitor the negotiations I have created? Access the negotiation you wish to monitor. From the negotiations summary page. If you do not see your negotiation. Clicking the number of your negotiation takes you to the negotiation summary page.3 How do I respond on behalf of suppliers without Internet access? Sometimes suppliers cannot place their responses online since they have no online access. 3. Negotiations in which you are participating appear under Your Negotiations at a Glance. Sign on to Oracle Sourcing with Sourcing Super User responsibility. 2. enter the Bid/Quote Received Time. From the Negotiations Home page. 7.3. click Full List. enter the name or contact of the surrogate supplier in the Supplier field and click Go. Once the buyer has received all the bid/quote information. 2. You also search for all open negotiations to which you have access. It is when the buyer receives the offline copy of the response or when the supplier mails/faxes the response. Page 106/209 . You can also use the Graphical Monitor to view and compare responses to your negotiation. select Create Surrogate Quote/Bid from the Actions menu. To see the complete list of negotiations you created. Oracle Sourcing buyers can place surrogate bids on behalf of such suppliers. a surrogate bid can be entered into the negotiation. Click the negotiation number to access the negotiation summary page where you can see information on the negotiation. 4.Oracle Sourcing Help Note that the Your Negotiations at a Glance section shows a limited number of entries based on time remaining. To place a surrogate bid on behalf of a supplier: 1. 5. On the Create Surrogate Bid/Quote: Select Supplier and Contact page. Continue from the Terms and Conditions page with regular a response if terms and conditions are required. On the Create Bid/Create Quote page. and click Go. access the negotiation in which you wish to bid by clicking its number. 2.

4. To perform a side-by-side analysis on all responses to the line. Note that the table displays only a limited number of entries.5 How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line? For any line in your negotiation. click Full List. To view a complete list of your negotiations.3. identify the negotiation you wish to view. perform a simple or advanced search to locate the negotiation whose responses you want to compare. o To view the information about the negotiation such as item information. 5. Select a negotiation item. To view messages sent to you from suppliers (if any) click the number link under the Unread Messages column. From the Search Results display. select the line and click Analyze. To view the graphical monitor of a negotiation. response controls or invitation list. 2. select the responses you wish to compare and click Compare.Price/Score by Time or Price by Score. All participants can view the graphical monitor in open style negotiations. From the Negotiations Home page. click the negotiation number link. then click View Monitor. 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. To view information on responses. 3. click the graph icon to the right of the negotiation. you may receive responses from multiple suppliers. On the Analyze Line page. To compare negotiation attribute values for competing responses: 1.Oracle Sourcing Help 2.4 What are Your Negotiations at a Glance? The Your Negotiations at a Glance feature allows you quick access to all of the open negotiations in which you are currently participating. click the number link in the Responses column. Only buyers can view the graphical monitor in blind style negotiations. o o o Note: The graphical monitor is not available for sealed style negotiations until they are unlocked. Select the line(s) whose responses you wish to inspect and choose the type of monitor you wish to view . 2.3. You can easily compare the negotiation attribute values for these competing responses. Page 107/209 .

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

AutoAward uses the ranking capabilities and methods available in Oracle Sourcing to obtain its best award recommendation. o To use the AutoAward recommendation AutoAward is a feature you can use when you need a quick. 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 click Compare to obtain a more complete. AutoAward can also use calculations available from Multi-Weighted Page 109/209 . 2. upload your awards into the system.You can use AutoAward to have the system pick the best award. 3.7 How do I analyze the responses I have received? There are several ways of analyzing the responses you have received for your negotiation. The Compare Header Attributes page presents a side-by-side comparison of the attributes. On the negotiations summary page. From the negotiation summary page for this negotiation. it will use the the price being offered by the supplier for the most basic way method of ranking responses. 2. or where the response does not include responses to all negotiation lines. select Analyze by Line from the Actions menu and click Go. And if there are may lines or lines with complex attributes. To analyze by line: 1. including that response's rank. The Analyze by Line page displays a table with an entry for each line in the negotiation and important information such as the best quote/bid. You can see the number of active bids against each line and the best quote/bid determined by the system for that line. The Analyze by Bid/Analyze by Quote page shows the response details from the different suppliers. you can also use a spreadsheet to perform your analysis offline. To analyze by response: 1. o You can select any one entry in the table and click Graph Price or Analyze. standard award. For example.3. as well as additional information about each line including any backing requisition information. You can inspect the header attribute values (if any) by selecting multiple supplier responses and clicking Compare Header Attributes. side-by-side display of all the responses. click Analyze by Bid/Analyze by Quote from the Actions menu.Oracle Sourcing Help 6. the resulting Monitor page shows your responses in a graph : If you select a line and click Analyze. After you have completed your award decisions. the resulting Analyze Line: page displays additional information about the responses to that line. 2. If you select a line and click Graph Price. However. You can analyze by line or by response (you obtain different information depending on which type of analysis you perform).

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

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

and your supplier(s) have responded with quotes. 5. click Apply. You can set breaks by unit quantity. On the negotiations summary page. 5. 4. 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. Once a negotiation has been published. you could define multiple price breaks based only on order quantity. To analyze price break information: 1. Ship-To address/organization. and effective dates (available for non-cumulative price breaks only). click the response number link. Clicking the Unread Messages number link takes you to the Online Page 112/209 . and click Analyze Price Breaks. participants can communicate with each other by entering into an ongoing conversation called an online discussion. Using an online discussion Once a negotiation is published. Once you have defined all your price breaks. For example. Search for the negotiation you're interested in.Oracle Sourcing Help 4.9 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 participate in a online discussion by clicking the number link under Unread Messages (under "Your Negotiations at a Glance" for Sourcing Buyers. you can have the system evaluate the supplier responses based on scenario information you enter. you could enter different order quantities and see which supplier response is the best for a certain quantity.3. 2. You can define as many price breaks as are needed to fully define your pricing structure. On the table of negotiations. You can enter values for all price breaks you defined and the system will calculate which of the responses is best for the values you entered. click Analyze by Line from the Actions menus and click Go. you can offer a particular target price. On the Analyze Line: Analyze Price Breaks page. and "Your Active and Draft Responses" for Sourcing Suppliers). price. 3. Select the negotiation line. Define your price breaks. 2. Analyzing Price Breaks Once you have defined your price break expectations. Click Add Another Row to define additional price breaks. For example. For each price break criterion.

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

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

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

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

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).Select Start New Round from the Actions menu and click Go. After you initiate a new round of responding. you have the option of downloading only responses from shortlisted suppliers. 2. 2. RFQ. you can initiate a new round of responding from the negotiations summary page: 1. Possible Description Modifications *Title/Style You can give your negotiation a new name and change the negotiation style. After the RFI. or you must manually close it early. 3. Possible Collaboration Team Changes You can change the makeup of the collaboration team working on this negotiation. From the Results: Negotiations display. You can Page 117/209 . . Security Level You can change the level of security on the negotiation. You must either wait until the negotiation reaches its close date and time. select a negotiation by clicking its Number link under the Your Negotiations at a Glance section. click the Number link for the negotiation you wish to see. On the Create New Round: Header page. You can add new members and/or delete existing members. If the negotiation you're looking for is not displayed under Your Negotiations at a Glance. RFQ. To initiate a new round of responding: You can only initiate a new round of responding after the current round has closed. You can also enter search values in the Search Negotiations fields to search for a negotiation.3. or auction has closed. or auction has closed.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. 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). click the Full List button to see a display of all your published negotiations. On the Negotiations Home page.

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

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

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

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

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

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

Note: You will always be able to unlock and unseal an RFQ/auction you have created. The resulting page shows details about the response. Close the negotiation if it is still open. In addition. The Quote/Bid History page displays the responses the negotiation has received. There is an entry for each supplier who has placed a quote/bid in the negotiation. On the negotiations summary page.1 How do I view the responses I have received? 1. click the number link in the Quote/Bid column.4. Select Unseal from the Actions menu and click Go." 4. Additionally. 2. On the negotiation summary page. 4. On the Confirmation page. select Unlock from the Actions menu and click Go. In addition. There are several methods you can use when awarding business in a buyer's auction or RFQ: You can award the entire negotiation to a single supplier (multiple suppliers if the outcome is a blanket purchase agreement). 3.4 Awarding Negotiations 2.2 How do I unlock and unseal a sealed RFQ or auction? In a sealed RFQ or auction the buyer cannot see the bids until the RFQ/auction is unlocked.4. 2. select View Quote/Bid History from the Actions menu and click Go.4. You can divide an individual line among multiple suppliers. You can award an individual line to a single supplier. you can make your award decisions. From the Your Negotiations at a Glance section of the Negotiations Home page. You can accept and use the decisions generated by the AutoAward feature. To unlock and unseal an RFQ/auction: 1.3 What are the different methods I can use when performing awards? Once you have closed your negotiation and analyzed the responses you received. respondents in the RFQ or auction cannot see other quotes/bids until the buyer also unseals the RFQ/auction (although the identity of other suppliers is revealed to the suppliers in an auction).Oracle Sourcing Help 2. click "Return to Negotiation Summary. 2. 2. To see details about a particular response. an RFQ/auction cannot be awarded until it is unlocked. click the negotiation number link of the negotiation you wish to see. 3. other users from your company who have the appropriate function security can also unlock and unseal your RFQ/auction. An RFQ/auction can only be unlocked and unsealed after it is closed. Page 124/209 .

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

Oracle Sourcing Help Page 126/209 .

You can wait until the negotiation reaches its specified close date/time. you can manually close the negotiation prior to its specified close date/time. 2. select the supplier(s) to whom you wish to award the negotiation lines and click Award Multiple Lines. select Award by Quote/Award by Bid to award an entire negotiation or multiple lines of a negotiation to the same supplier. click Go. To award multiple lines to a supplier: 1. if the negotiation controls allow it. On the Award Multiple Lines page. You can award the entire negotiation to a single supplier.Oracle Sourcing Help 2. 2. Once the negotiation is closed. you see the response information for the supplier(s) you selected in the previous step. award multiple lines to the same supplier.4. you can begin awarding business. On the Award by Quote/Award by Bid page. Click Award to identify the supplier to whom you are awarding the negotiation. To award the entire negotiation to one supplier. If you selected multiple suppliers. or award each line its own supplier. Note also that you can change the shortlist status of a supplier on this page as well. Select Award by Line to award each line to its own supplier. All lines to which the supplier responded are awarded to that supplier. This provides flexibility and allows you to quickly enter award decisions. Click Save Award. their responses are displayed side by side for easy comparison. Note that you can select multiple suppliers on this page. you see the response information on the supplier(s) you selected in the previous step. You can enter award decisions at the supplier level or the line level. Once you have selected the action. On the negotiations summary page. To award an entire negotiation to a supplier: 1.4 How do I award business in an RFQ or auction? There are several ways you can award business for a negotiation. 3. From the Action menu. 2. you see all the suppliers who responded to your negotiation. 1. or. Access the negotiation you wish to award. Note: The auction or RFQ must be closed for responses before you can award business. select the supplier and click Award. Or select Award by Spreadsheet to download the responses to a spreadsheet file and enter your award decisions there. you see the information on the negotiation and any responses it has received 3. You also see entries for every Page 127/209 . 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. 1. On the Award Quote/Award Bid page. Any lines to which the supplier did not respond are not awarded. On the Award by Quote/Award by Bid page.

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

If you have never used spreadsheet files before. Open the file and complete it according to the directions in the Instruction file. To download responses: 1. On the Negotiation Summary page. click the negotiation number for the negotiation to access the Negotiation Summary page. These attribute scores are then added up and the total is the total score for that response.4. select Export Quotes/Bids from the Action menu. You can use an Excel spreadsheet file or a text spreadsheet file. You can enter straight scores for an attribute. On the Export Quotes/Bids to Spreadsheet page. From the Your Negotiations at a Glance section. upload your awards into the system. you enter a number (up to the defined maximum) for each attribute score. you should also download the Instructions file.Oracle Sourcing Help of responses and want to compare them offline. Using subjective scoring. You can download bids whether the negotiation is open or closed. weighting is implied in the maximum score for each attribute. 2. After you have completed your award decisions. you can enter a subjective score for the header attributes. With this method. 5. To enter straight scores. Save the file to a convenient location. 2. The system will calculate a weighted score based on the score value you entered for each attribute. During this process. You can also update the spreadsheet with your award decisions and then upload it to identify winning responses. select the type of spreadsheet you wish to down load. you first define the header attributes including weights and maximum scores during the creation of the negotiation. How is a response's score calculated? There are two ways to define header attributes depending on how you wish scores for the response to be calculated. you can also specify whether the supplier can see the scoring criteria. Once a response is received. Page 129/209 . you can manually score the responses you receive for a negotiation. Save the file. 3.6 How do I manually score header attributes? Using header attributes. 6. 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. 4.

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

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

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

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

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

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

Oracle Sourcing Help When entering values. Select the draft and continue processing. You can also search the Approved Supplier list for suppliers of a particular status (for example. Click the Manage quick link under Drafts on the Negotiations Home page. you can send invitation notifications to particular suppliers inviting them to participate in the negotiation. the Supplier Master. and click Go.1. click Go. Click the Number link to go to the negotiation summary page where you can see information on the negotiation. for example. You can identify the suppliers you wish to notify by searching information in the Approved Supplier List. Click Edit to update the draft. You can search on negotiation number. Click "Responses" to go to the negotiation History page where you can see information on current responses. and proximity to open date (specified as the number of days outstanding). negotiation title. o o On the Search and Select: Suppliers page Page 139/209 . you can use % as a wildcard. You can use % as a wild card value 3. 5. Click Review and Submit to publish the draft. If the draft is locked. 4. Enter your search values. as well as information provided by the supplier company itself. click Unlock to access it.5. Scroll through the Results: Negotiations display until you find the correct negotiation. o You can search the Approved Supplier List to identify suppliers who sell a particular item or commodity. Scroll through the Results display until you see the target draft. You will also search for suppliers to add them to reusable invitation lists and/or negotiation templates. 2. You can search the Supplier Master to identify suppliers who meet certain criteria. To search for and manage a draft negotiation: 1.4 Searching for suppliers: When creating a negotiation. You can search both the Approved Supplier List and the Supplier Master at the same time. select a search type from the menu. When you are finished.3 Searching for draft negotiations You can have draft negotiations which you and/or a group of collaborators are preparing for submission at some time in the future. 2. approved or new). 2. On the Manage Draft Negotiations page.5. minority-owned or small business. 2.1. negotiation creator.

On the Search and Select: Inventory Item page. After you have entered your search values. select the supplier(s) and click Invite. enter appropriate search values search values. Click the flashlight icon next to the Category field. Click Go. Enter as many search values as are needed to efficiently qualify your supplier search. click Search. Scroll through the Search Results display and select the correct category. How you search depends on whether the line type for your item is amount-based or goods-based. 2. For goods-based items. you must identify item(s) on which you wish to negotiate. To search by Supplier Business Classifications. You are returned to the create page with the category value inserted in the Category field. From the Results: Suppliers display. you can search and specify an item value. 1. enter a search value for either the item name or a word in the item description. 1. 2. 3. click Show Business Classifications and select the attribute values by which you wish to search. The category value defaults according to the item you select. use the flashlight to search and select commodity or item.Oracle Sourcing Help 1. you can search by either the Category name or by words contained in the Category Description. you can search and specify a category value but cannot specify an item value. If you wish to see all suppliers who provide a particular commodity. To search the Approved Supplier List Criteria.1. From the Search Results display. With amount-based items. Select the type of search from the drop down menu. and click Go. enter a full or partial supplier name. Click the flashlight next to the Item field. click Show Approved Supplier List Criteria and select the attribute values by which you wish to search. On the Search and Select: Category page. 2. You must also specify the category to which the item belongs. select the correct item and click Select. 3. If you know the name of the supplier you wish to invite. You are returned to the negotiation creation page with the item value entered and the Category value entered to the category for the item you selected. Click the Select button or the Quick Select icon. Page 140/209 . 2.5 Searching for lines and categories While creating your negotiation.5.

5. For each list. The system performs a begins with search using any search values you entered. or the search wildcard. 3. The search value can be an address name. To search and apply a list: 1.5. 2.6 Searching for addresses: While creating negotiations. Click the flashlight icon next to the address field. however.7 Searching for lists When creating a negotiation. click the link to apply a predefined list. 2. 2. In some cases. Enter as many search values as required to efficiently qualify your search. such as the percent sign (%). you can search using multiple criteria. Such lists include lists of item attributes or price elements. a search on b% returns both Beijing and Brussels. most lists allow you to search by the list name and/or words in the list description. you may need to change the default to a different address.Oracle Sourcing Help 2. On the Search and Select page. Page 141/209 . you can search for all lists that contain a particular list entry. This includes addresses such as Bill-To and Ship-To. To search for and select a different address: 1. The Search Results display shows all addresses that matched your search criteria. You are returned to the negotiation creation page with your new address appearing in the address field. If you do not know the beginning of the name. a partial name. a search on %Boston might return North Boston as a billing address. From the Search Results display. Click Go. Additionally. you can search for all price element lists that contain a particular price element. there are many predefined lists which you can apply to your negotiation to save time and standardize your sourcing practices. use a wildcard. a search on br% returns only Brussels. select the list and click the appropriate links or buttons to process the list if necessary and to apply it to your negotiation. many attributes default according to the organization you select. enter a search value in the Search field and click Go. For example. For example.1.1. For example. %. 3. Find the correct address and click Select. On the negotiation creation page.

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

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

Oracle Sourcing Help 4. Amounts do not include lines where award quantity and award amount are unspedified.1.1. or All Outcomes.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. see "How do I run the reports?" Note: For the Auction Outcome report parameter. Any report displaying calculated amounts does not include any RFI amounts. 4. you can generate a Savings by Item (Section 7. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity.2. If Current Price is not available.3 Awarded Bids Detail report What is the Awarded Bids Detail report? The Awarded Bids Detail report displays detailed information about auctions for which business has been awarded. savings is zero. The report is sorted by category. the report reflects only the system-hosted catalog item categories. Any report displaying calculated amounts do not include any RFI amounts. Note the following when generating and evaluating report information: When entering a category search parameter. Section 4.2 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.1.1) report for the items listed. select Standard Purchase Order. the report reflects only the system-hosted catalog item categories. Once you have generated a Savings by Category report. To run the Savings by Category report. To run the Awarded Bids Detail report. Blanket Purchase Agreement. Amounts do not include lines where award quantity and award amount are unspecified. You can view the supporting awarded bid by clicking the Auction number or Bid number. with the category with the highest productive award appearing first.2.1.2. Page 144/209 .3. see.

Amounts do not include lines where award quantity and award amount are unspecified.) Save the file to the drive/location of your Page 145/209 . You are prompted to save the file. see "How do I run the reports?" Note: For the Auction Outcome report parameter. If Current Price is not available. Perspective for Java licensed from Three D Graphics. 4. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. or All Outcomes.4 Awarded Quotes report What is the Awarded Quotes report? The Awarded Quotes report displays information about the selected RFQs that have been awarded in the system. Generate the intelligence report of your choice.1. (If you see an Unknown File Type window.. click Export to Spreadsheet at the bottom of the report page. Note the following when generating and evaluating report information: o o o o When entering a category search parameter. There are two main steps in this process: To export report data to a spreadsheet: 1. To run the Awarded Quotes report. Blanket Purchase Agreement. After you have generated your report. you may want to export the data to a spreadsheet application where you can analyze and format the numbers at your discretion. click Save File.3 How do I export data to a spreadsheet? You can conveniently view report data online. savings is zero. 3.2. savings is zero. If Current Price is not available.Oracle Sourcing Help Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. Copyright 2000 Three D Graphics. the report reflects only the system-hosted catalog item categories. Inc . Any report displaying calculated amounts do not include any RFI amounts. Inc. You can view individual quote details by clicking the quote number. 4.. See "What are the Sourcing Intelligence reports I can generate?" 2. select Standard Purchase Order. but at times.1.

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

In the spreadsheet.3. only transactions for that selected currency are displayed.Oracle Sourcing Help To view transactions in all currencies: When you view transactions for a selected currency in a report. 4. see "How do I run the reports?" Page 147/209 . Click Export to Spreadsheet to download the report. click Show Chart (if available) for a graphical representation of the report.2. However. including the selected currency and the currency code. You can sort the report by clicking on the any of the underlined column headings. On the Negotiations Home page. Enter any search criteria into the appropriate fields. The Sourcing Reports page displays information on the reports in the system. if you want to view all transactions completed in all currencies. 3. click the Reports tab.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).) An asterisk (*) indicates a required field: o *From and Through Date Enter a date range for extracting and summarizing transactions.1.2 Intelligence Reports 4. For each supplier. transactions for all currencies.1 How do I run reports? 1. 2. (Not all reports have all of the following search criteria. are displayed. if desired. If left blank. 5. you can export the report data to a spreadsheet. o o Category (if available) Select the category of interest using the search icon next to the field. the report shows the total amount generated by each sourcing transaction type (bid or quote). as well as the total amount awarded to this supplier. Once the report displays. the report defaults to your functional currency. See "How do I export report data to a spreadsheet?" 4. It also gives a breakdown by negotiation type of the total amount of money transacted. Click the link for the report you want to run. Currency Select the currency of interest. o 4. Suppliers (if available) Select the suppliers of interest using the search icon next to the field. To run the Awards by Supplier report. and click Go.

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

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

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

you can Select the negotiation and click Respond to create a response. Event (negotiations associated with this sourcing event). Click "Unread Messages" to view any online discussion messages. Click the negotiation number link to view details of the negotiation. Simply clicking the link takes you to the page where you initiate the operation. enter a value for the parameter. use the Search Negotiations fields at the top of the page. click Full List. 5.1.2 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.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. and click Go. You can search by: Negotiation title. To search for open negotiations in which to participate: You can access any open negotiation even if you were not specifically invited. The table below shows some of the operations available Sourcing Buyers and Sourcing Suppliers by using Quick Links. To find open negotiations. The links are organized by task and negotiation type so you can find the link for the task you wish to perform. On the Active Negotiations page. To see all the active and draft responses for your company. Category (negotiations with lines in this category). Select a search parameter. Negotiation creator (contact). Line (negotiations for a particular item or service). Negotiation number. Buyer Operations Creating negotiations Creating templates and reusable lists Managing draft negotiations Supplier Operations Responding to negotiations Monitoring active responses Managing draft responses Page 151/209 . Click "Your Company's Responses" to see details of any current responses from suppliers at your company. Click All Responses to view the responses to this negotiation.

1 “How do I access negotiations”).2.Oracle Sourcing Help Creating and managing sourcing events Updating profile information Viewing award decisions Updating profile information 5. 2. detailed item information. Attachments can be viewed by clicking the paperclip icon.1 “How do I monitor negotiations to which I've responded”).1.3 How do I respond to a negotiation? Suppliers can respond to public negotiations and private negotiations to which they have been invited. Find a negotiation in which to participate (See Section 2. Page 152/209 . Alternatively. or quote). the response controls. This includes such information as the time the negotiation.4. To respond to a negotiation you must: 1.4 How do I view the details of a negotiation before placing a response? 1. The Negotiation Summary page displays all the current information for this negotiation. Monitor the action in the negotiation in which you are participating. 5. (See Section 5. pricing.1. 2. use the Search Negotiations fields to access the Active Negotiations page. or price breaks associated with it. If the item has attributes. The Notes and Attachments section displays any text messages from the buyer and any attached files. price elements. (See section 5. Click the negotiation number to access the Negotiation Summary page.6 “How do I submit a response online”). click the negotiation number to access the Negotiation Summary page for the negotiation in which you are interested. shipping and billing information. you can view information on the item attributes by clicking the "View" link under the Details column. Under Open Invitations. 3. 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. Submit your response (bid.1.

you can only see the response history if you are the buyer. From the Results: Active Negotiations. If the buyer chose to include the Price and Quantity fields. The purpose of an RFI is to gather information on goods and services a supplier company provides. If the negotiation is sealed. Otherwise. These line attributes identify the questions the buyer has about a particular line. You can find open RFIs by entering search values in the Search Open Negotiations fields and clicking Go. the RFI can be converted to an RFQ or buyer's auction. no one can see the responses until the negotiation is over and unsealed. If the negotiation is closed. From the Negotiations Home page.1. 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. Since the purpose of an RFI is to obtain product and service related information for a negotiation line. RFIs may or may not be concerned with line price or costs. select the RFI to which you wish to respond and click Respond. 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. you are required to provide values for these fields. RFIs to which you've been invited will appear under Open Invitations. Buyers use responses to an RFI to qualify suppliers early in the procurement process. 2.5 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. the Price and Quantity fields are display only and you cannot enter anything in them. To respond to an RFI: 1. 5. and the buyer can initiate a regular price/cost negotiation with the targeted suppliers. most negotiation lines in an RFI have attributes defined. On the Terms and Conditions page. search for any open RFIs or RFIs to which you've been specifically invited.Oracle Sourcing Help If the negotiation is open. On the Create Response page. 4. 3. Once the appropriate group of suppliers has been identified. you can review any current responses by clicking the number link under the Responses/Quotes/Bids column. 5. Line attributes appear under the Lines section of the Page 153/209 . enter response values as you normally would when bidding or quoting online.

click Submit. On the Create Response: Review and Submit page. all response prices (such as start price and target price) will be listed in the RFQ/auction currency. On the Create Quote/Create Bid page. this value appears in the Target Value column. If correct. enter the following information. you are asked to read and accept the negotiation terms and conditions. 8. You can only see the existing responses when the negotiation is open or unsealed.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. To submit response online: 1. find your negotiation and click the negotiation number link there. 5. Page 154/209 . be aware of the following size limits: o o o Attribute: 240 characters Target: 4000 characters Response: 4000 characters 6. select Create Quote/Create Bid from the Actions menu to create a response to the negotiation. including ones to which you were not explicitly invited to. When you have responded to all required and optional line attributes. If you want to view any responses that have already been submitted. you will see all prices listed in your chosen currency. 2.1. On the Active Negotiations page. 3. The Attribute Type column shows you whether a response is required or optional. click View Quote History/View Bid History. After reading the terms and conditions. If the buyer has defined Terms and Conditions. click Accept. If the buyer has chosen to display an attribute target. click Continue 7. you can select the currency in which you will place your quote/bid. You can see details of the negotiation on the negotiation summary page. Alternatively. verify your response values. 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). When entering responses. you can enter search values into the Search Negotiations fields and click Go to list all negotiations in the system. On the negotiation summary page.Oracle Sourcing Help Create Response page. Note: Before you select a currency. After you select a currency.

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

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

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

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

Oracle Sourcing Help Item attributes provide extra information about a negotiation item. Item attributes also allow you to provide more information and details when entering responses. Win for any item on which you have the current best bid price. 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. 2. Your bid status is No Bid for any item on which you have not placed a bid. Locate an open auction in which you'd like to bid. They define 1) unique specifications that are set for a negotiation item. Click Create Bid to deactivate AutoRefresh and place a bid on the auction. Using price elements allows you to target additional costs related to a particular negotiation item. you can set your responses apart from your competitors' responses and enable buyers to make better-informed award decisions. If you want to display only those auction items that are included in a specific category. 4. The AutoRefresh page updates the current best bid price and your bid status for each item in the auction. and Lose for any item on which you have been outbid. your responses to an item's attributes are scored and weighted to allow the buyer to make more informed decisions. then click Go. On the Create Bid page. you can adjust the AutoRefresh interval setting to change the length of time between page refreshes. Such costs can include discrete charges such as import duties or activities such consulting or training costs. Page 159/209 . In Multi-Attribute Weighted Scoring negotiations. You cannot proxy bid on any items that have price elements. you can proxy bid on some items and bid manually on others. 5. Select the auction and click Respond.1. you allow the system to automatically rebid on your behalf whenever a competing bid price beats your bid price. and 2) the details that a negotiation participant should provide when entering a response for that item. On the AutoRefresh page. 3.9 What is AutoRefresh? AutoRefresh enables you to continuously monitor the bidding in an auction before or after you submit a bid. By providing item details and specifications in item attribute fields.1. In an auction that includes more than one item.10 What is proxy bidding and how does it work? By activating proxy bidding. click AutoRefresh On. 5. To activate AutoRefresh: 1. select the category from the View menu. 5.

400 bid is subsequently submitted. When bidding on an auction that contains more than one item. then enter a proxy minimum bid only for those items on which you want to proxy bid.75. the system will automatically submit a proxy bid of $3. if you have submitted a $3. You can also change the proxy bid minimum amounts. 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). Proxy Bid Decrement You must enter the exact amount by which you want each of your proxy bids to decrease. Bid manually on the itemContinue bidding on the item by submitting bids manually.500 bid in an auction with a proxy bid decrement amount of $100. 10. To submit a proxy bid for any auction item. Whenever your bid price is exceeded by a competing bid price. You cannot enter different proxy bid decrement amounts for each item.300 on your behalf. Then submit the bid as normal. you must provide the following information: Note: If at any time you wish to change your proxy bid information. You can then do any of the following: Enable another round of proxy bidding for the item Enter new proxy bid information. automatic proxy bidding is discontinued. and a $3. Note: After you have submitted your proxy minimum bid amount. Your proxy bid decrement amount will be applied to the current winning bid in the auction.Oracle Sourcing Help To activate proxy bidding: When you place a bid on an auction. Use numbers. If the bidding on an auction item in which your proxy bidding drops below your proxy bid minimum amount. you can proxy bid on all or selected items. you can cancel your proxy bid and submit a new bid with the updated proxy information. Enter your proxy bid decrement amount. for example. you can enter your proxy bid information in the appropriate fields on the Create Bid page. not your own current bid. you cannot change this amount unless the minimum amount is met in the auction bidding or you cancel the proxy bidding on the item. You can change your proxy bid decrement if all items on the bid do not have proxy enabled. Discontinue bidding on the item Page 160/209 . Proxy Minimum Bid You must enter the lowest price you are willing to proxy bid for any auction item. For example. the system will continue to automatically rebid (by the proxy bid decrement amount you specify) until your proxy minimum bid price is met.

the bidder may wish to update the non-price related information to improve the price to total score ratio. In both these cases. Page 161/209 . click Create Bid. To cancel proxy bidding. Power bidding cannot be used if any of the auction items contain price elements. 1. When the Rebid page appears. Cancelling proxy bidding In most cases. and click Cancel All Proxies. it can be allowed to run to conclusion.1.1. The bidder specifies the amount of the price decrement (expressed as a percentage or a flat price reduction) and the minimum price to offer. there may be certain instances in which the bidder needs to end proxy bidding early. At this point. To view the details of your current bid. To continue placing a new bid. Or in a multiattribute weighted negotiation. Usually. For example. click the Response number link. 3. proxy bidding in suspended. the system will continue to rebid at lower prices until the bidder's minimum bid price is reached. Once enabled. When you use power bid. 5. However. continue entering your new bid information (including new proxy specifications if desired). all of your bids (losing and winning) in an auction are improved by the percentage you enter in the Power Bid field.12 What is power bid? Power bid allows you to expedite your rebidding when you have bid on several items in the same auction.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. click Cancel Proxy at the bottom of the page. The Cancel Proxy Bidding page redisplays without the line item(s) for which you just disabled proxy bidding (you can choose to retain proxy bidding on some line items but not others) 4. Once you have placed a bid using proxy bidding. this happens when the bidder needs to update bid information. On the Rebid page.Oracle Sourcing Help 5. the promise date offered by the bidder may need to be updated due to unforeseen situations at the time the proxy was begun. once proxy bidding has been initiated. the bidder may wish to halt the proxy bidding to update bid information. you can monitor its progress by locating the negotiation number under Your Active and Draft Responses section of the Negotiations Home page. Select the items for which you wish to disable proxy bidding. The Cancel Proxy Bidding page shows all line items for which you have proxy bidding enabled. 2. Click Create Bid to create a new bid.

Because you are only previewing your power bids. 6.25. 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. 3. Page 162/209 . Your bid prices so not take effect until you click Submit Bid. 2.1. 2. Access the open negotiation to which you wish to respond. Save the file. On the Create Bid page. 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. for example. On the Quote/Bid by Spreadsheet page. If you want to return to your original bid prices. As you prepare to respond.Oracle Sourcing Help To use power bid: 1. enter the power bid percentage by which you want to decrease each of your bids in the auction. even if your new bid price exceeds the current best bid for any auction item. 7. From the negotiation summary page. Access the auction on which you want to rebid. After you have located a negotiation on which to bid. 5. 3. 5. click Clear Changes. your bid status does not change yet. click the negotiation number and review the negotiation's details and lines. Enter numbers. select Create Quote/Bid from the Action menu and click Go. 4. 4. you may want to look at responses that have already been submitted (not viewable in blind or sealed auctions or in RFQs). click Submit Bid and review the details of your bid. When you are satisfied with your power bid prices. You can create the spreadsheet once and then make only the modifications necessary for a particular negotiation. The recalculated price appears in the Price field. To download a spreadsheet and prepare your bid or quote offline: 1. 5. then click History to review responses.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. Navigate back to the Quote/Bid by Spreadsheet page. Save the spreadsheet file to a convenient location. Open the spreadsheet file and complete according to the instructions in the Read Me file included in the zip.

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

5. you will only be able to respond to the amended version. click the checkbox and then click Acknowledge. Once you have acknowledged all the amendments. these terms and conditions are presented before you enter the details of your response. Once a document has been amended. then continue entering your response. you must review and acknowledge the amendments and place a new response. 4.16 Why would a negotiation have special terms and conditions? Your buying company can include customized terms and conditions that govern its negotiations. If you do not accept the negotiation's terms and conditions. To be eligible for an award decision. Select the negotiation and click Respond. If you placed a response before the amendment was made. Page 164/209 . Search for the negotiation. click Cancel. review the document information. you can continue to respond to the negotiation normally. To respond to a negotiation that was amended after your first response: 1.1. When you respond to such a negotiation. On the Acknowledge Amendment page. 5. the buyer may need to update some of the information defined in the sourcing document. Such updates are called amendments. Click Yes. 2.17 How do I respond to an amendment to a sourcing document? After publishing a negotiation. you must have reviewed all the amendments and placed a response to the latest one. you must review and acknowledge each one. click Accept. If there are multiple amendments. You are informed that the negotiation has amendments and are prompted to acknowledge them. To respond to a negotiation that was amended before your first response: If the amendment was made prior to your first access. 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. 6. Review the negotiation's terms and conditions.Oracle Sourcing Help 5. 1. 3.1. You will not be allowed to enter a response in the negotiation.

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

Oracle Sourcing Help

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

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

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

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

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

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

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

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

5.2.3

How do I track the status of my responses?

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

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

5.2.4

What information is contained on the Disqualified Responses page?

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

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5.2.5

What information is contained on the Awarded Items page?

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

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participants can communicate with each other by entering into an ongoing conversation called an online discussion. if any. The Rejected Items page shows: Response Number The number assigned to your response by the system.7 How do buyers and suppliers communicate while a negotiation is in progress? There may be times when buyers and suppliers need to contact each other directly for additional information or clarification. Negotiation Number The number assigned the negotiation by the system.| Type The type of negotiation: RFQ.Oracle Sourcing Help 5. Once a negotiation has been published. Promise Date The date by which you promised to deliver the item. Response Price The price at which you offered to sell the item. Response Quantity The number of item units you offered to sell the buyer. Page 170/209 . The Rejected Items page allows you to drill down into detailed information about the negotiation and your response to it. Your Response Number The number you assigned your response. Reason Any message provided by the buyer explaining why the item was not awarded.2. 5.6 What information is contained on the Rejected Items page? The Rejected Items page shows you all items to which you responded but were not awarded by the buyer.2. or Buyer's Auction Item Description Description of the negotiation item.

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

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

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

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

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

Oracle Sourcing Help

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

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

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

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

5.3 Searching
5.3.1 How do I search for negotiations?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

If you specify your bid decrement amount as a percentage. bid decrement = $100 Bidder A's original bid = $1. For example: Auction #1234. Line Types A negotiation line item's line type determines whether the line item refers to goods or services (other line types can also be defined).000 Bidder A's second bid = $900 Bidder A's third bid = $800 Auction #2234. M Minimum Bid Decrement The minimum amount by which bids must decrease This is set in the auction's bid controls. You can enter either a straight amount or a percentage by which bids must improve. Note: A bid decrement amount will always be applied to a bidder's current bid price. the decrement percentage will be calculated based on a bidder's original bid price. but will be applied to the bidder's current bid price.Oracle Sourcing Help H I J K L Lead Time The number of days between the order date and the shipment date (not between order date and receipt date).000 Bidder B's second bid = $800 Bidder B's third bid = $600 Minimum Release Amount Page 186/209 . bid decrement = 20% Bidder B's original bid = $1.

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

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

Fixed Amount The value is divided by the quantity of units Quote/Bidd and added to the item price. You cannot change your decrement amount after you submit it. then multiplied by the item price.Oracle Sourcing Help entered in a currency other than the RFx/Auction currency no does it apply to currency amounts such as Bid Total or the bid value of Fixed-Amount price elements. 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 system will continue to automatically rebid (by the proxy bid increment/decrement amount you specify) until your proxy minimum bid price is met. Price to Total Score Ratio In an RFQ or auction using Multi-Attribute Weighted Scoring. The proxy bid decrement amount applies to all items on which you submit proxy bids in a single auction. Proxy Bid Minimum Bid The lowest price you are willing to proxy bid for any auction item. you allow the system to automatically rebid on your behalf whenever a competing bid price beats your bid price. Proxy Bid By activating proxy bid in an auction. Whenever your bid price is higher than a competing bid price. The price to total score ratio is then used to rank competing quotes/bids. See "What is proxy bidding?" Proxy Bid Decrement The exact amount by which you want each of your proxy rebids to decrease . The ISO standards are used automatically by Sourcing. the precision for amounts is automatically governed by the standards defined by the ISO (International Organization for Standardization). For more information see. and the result added to the item price. While you can set the precision for unit-prices entered in a nonRFx/Auction currency when you define your currency list. % of Item Price The value is divided by 100. Page 189/209 . 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 buyer can choose to display the scoring criteria to the suppliers..Oracle Sourcing Help After you have submitted your proxy minimum bid amount. Response Currency If a buyer allows responses in currencies other than the negotiation currency. the buyer can select attributes other than price to be included in the best rank calculation. When creating a sourcing document. R Rank Indicator The rank indicator specifies how response rankings are displayed. Once you have created a Page 190/209 . the buyer can choose between two methods. A Start Price is not required. Quote/Bid Start Price The price at which Quoting/Bidding for an item must begin. Reusable Price Element Lists Reusable Price Element Lists allow you to group several price elements which are related or are typically used together. In a Price Only negotiation the lowest price Quote/Bid receives the best rank.. all quotes/bids in an RFQ or auction must be equal to or below the Start Price. you can choose from three different indicators. the buyer must define the currencies in which responses are accepted." displays "1" for the best Quote/Bid and sequentially numbers the remaining bids in order of rank.2. you cannot change this amount unless the minimum amount is met in the auction bidding. Win/Lose displays "Win" for the best ranked Quote/Bid and "Lose" for all others. If allowed by the system administrator. "None" displays no ranking indicator. In a Multi-Attribute Weighted Scoring negotiation. Q Quote/Bid Ranking Quote/Bid Ranking method determines how bids and quotes are ranked. but if the buyer specifies one. "1. The bids and quotes are ranked with the lowest price to total score ratio receiving the best rank.3. Price Only or Multi-Attribute Weighted Scoring.

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

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

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

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

These other Oracle Applications may require separate licenses. The conventions for writing code require that closing braces should appear on an otherwise empty line. and supporting documentation accessible.3.1 Accessibility of Code Examples in Documentation JAWS. may not always correctly read the code examples in this document.3 Documentation Accessibility Our goal is to make Oracle products. and contains markup to facilitate access by the disabled community.oracle. JAWS may not always read a line of text that consists solely of a bracket or brace. 6.3. services.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.Oracle Sourcing Help 6. our documentation includes features that make information available to users of assistive technology. Page 195/209 . and must be fully installed to take advantage of their features. This documentation is available in HTML format. visit the Oracle Accessibility Program Web site at: http://www. a Windows screen reader. to the disabled community. however. with good usability. 6. and Oracle is actively engaged with other market-leading technology vendors to address technical obstacles so that our documentation can be accessible to all of our customers.4 Product Integration and Licensing This documentation includes information about many features of Oracle Applications other than this product. For additional information. Standards will continue to evolve over time. Oracle neither evaluates nor makes any representations regarding the accessibility of these Web sites. 6.com/accessibility/. To that end.

You can sort the report by clicking on the any of the underlined column headings To run the Awards by Supplier report. For each supplier. Amounts do not include lines where award quantity and award amount are unspedified.3. the report shows the total amount generated by each sourcing transaction. as well as the total amount awarded to this supplier. see Section 4.type (bid or quote).1. Inc.1 What are the Awards by Supplier report? The Awards by Supplier report displays a summary of all awards made by the buyer to supplier(s).1 What are the Sourcing Intelligence reports I can generate? You can generate any of the following Sourcing Intelligence reports: Awards by Supplier report Savings by Category report Awarded Bids Detail report Awarded Quotes report Perspective for Java licensed from Three D Graphics. If Current Price is not available. Page 196/209 .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.Oracle Sourcing Help 7. savings is zero. Appendix 7. Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity. Copyright 2000 Three D Graphics. Inc.1. 7.

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

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). Active lists are available for use by buyers during negotiation creation. select Standard Purchase Order.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. Attribute lists are named groups of line attributes (line characteristics) that applies to a line in a negotiation. 2. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. 3. You can view individual quote details by clicking the quote number. 7. On the Create Header Atttribute List/Create Line Attribute List page. Blanket Purchase Agreement. To run the Awarded Quotes report.2 Reusable Attribute Lists 7.1. On the Reusable Attribute Lists page. Click "Attribute" under the Reusable Lists area of Quick Links on the Negotiations Home page . Amounts do not include lines where award quantity and award amount are unspedified. the report reflects only the system-hosted catalog item categories. Page 198/209 . savings is zero.2.4 What is the Awarded Quotes report? The Awarded Quotes report displays information about the selected RFQs that have been awarded in the system. Note the following when generating and evaluating report information: o o o o When entering a category search parameter. If you include an attribute list in a negotiation template. or All Outcomes. If Current Price is not available. Any report displaying calculated amounts do not include any RFI amounts. To create an attribute list: 1. Buyer cannot create inactive lists . see "How do I run the reports?" Note: For the Auction Outcome report parameter. click either Create Header Attribute List or Create Line Attribute List . enter a name and description of your list and select a status.Oracle Sourcing Help 7.

Click Add Another Row and continuing defining attributes until you have finished entering attributes. to calculate the value for a supplier's response to this attribute. If you change the max score.Oracle Sourcing Help 4. Click Submit 7. personnel qualification. Weights are used along with the scores you enter during the analysis phase of the negotiation. it only applies to new attributes. Knowing such information provides you with a better understanding of the Page 199/209 . Examples of header attributes might be years the supplier has been in business the supplier's business structure (public or private) the supplier's business status (minority or woman owned) Using header attributes allows you to obtain important information on other aspects of a supplier such as past performance. 7.1 What are header attributes and how do I use them? You can define header attributes that apply at the negotiation level. See How do I score header attributes? for details on how weighted scores are used.3.3 What are score settings and how do I use them with header attributes? While defining your negotiation header. This is the default value that appears throughout the negotiation for a particular attribute unless you change that attribute's default. you can choose to also define header attributes. You use this column to weight this attribute in relation to all the other header attributes. a Weight column appears in the Attributes section in addition to the other attribute columns. Note: The settings you specify here apply to all header attributes. Complete the required attribute fields. Weighted scores for all header attributes are added together to give the total score for a response. and financial visibility. Select Scoring Settings above the Attributes table to define the defaults that will be used for your header attributes. These attributes often solicit information about the supplier. You define the following defaults: Enable weights If you click this checkbox. Default maximum score. You can enter a number that represents the highest number that can be entered for any header attribute. Display scoring criteria to suppliers Select this checkbox to allow suppliers to see the criteria you will use when scoring their responses.

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

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

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

3. The display can be shown in minutes. Page 203/209 . you can combine them into a price element list. Click View Event Negotiations to see details of the sourcing event. Click the Negotiations tab. 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. You can condense or expand the display by controlling its time display increments. Such costs could include services such as training or consulting. 7.7 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. events enable suppliers to quickly locate and participate in multiple similar RFQ/Auctions. Once you create the appropriate price elements. rather than searching for them individually. or days. Sourcing events help both buyers and suppliers monitor multiple RFQs/auctions as a group rather than individually. You must be assigned the Create Price Elements job function to create price elements.Oracle Sourcing Help By default. These costs can then be negotiated between a buyer and supplier just like the item price. then click Auctions or RFQ in the task bar directly below the tabs. 7. To access an event: 1. Though the RFQs or auctions grouped in a sourcing event are related. The Sourcing Super User has this job function by default. Select the increment you want from the drop down menu. Sourcing Buyers may also have been assigned this job function by the system administrator. the display begins at the time the negotiation was opened. 2. Select the event you want to view. In addition. or discrete costs such as shipping fees. You apply this element list to your auction or RFQ. and the display is automatically refreshed using the new increments. Buyers can specify when they create the auction or RFQ how much they are willing to pay for these additional costs. hours.6 Why are some RFQs and auctions associated with a sourcing event? In some instances. the buyer may create a sourcing event to group together several related RFQs/auctions. The time values shown across the bottom of the display can help you determine the relative timing of different responses. Click the "View All Events" link.

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

A non-standard clause is a clause that you create to add in directly into the business document. or you can leave the clauses in draft form.2 “About the Contract Terms Library”). all the clauses in the contract template automatically become standard clauses in the business document. Approve the contract template.9. the contract template can contain both approved and draft clauses. at which point the clause becomes a non-standard clause. Standard Clauses A standard clause is a clause defined in the Library (See Appendix 7. You can either approve clauses before adding them to the contract template. After you apply the contract template to a business document. Add the clauses to a contract template. You can create templates that include both clauses and deliverables. 7. or a standard clause that you edit and make non-standard.Oracle Sourcing Help 7. Clauses are drafted based on both business and statutory requirements.1 About Clauses A standard clause is the legal or business language used to author a contract. Non-Standard Clauses Non-standard clauses exist only in business documents. not in contract templates. 3.9. 2.9 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. the text of a standard clause in the business document can be changed. you must perform the following steps: 1. Prior to approval. These templates can then be used to default clauses and deliverables on a contract. Unless protected. Page 205/209 . 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. In order to make standard clauses available to be used in business documents. Apply the contract template to a business document. You can create and modify standard clauses in the Library.

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

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

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

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

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