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

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

..................................7 Searching for lists..............................2............ RFQ............2................ 127 2.................................................. 147 4..........2 How do I unlock and unseal a sealed RFQ or auction? ........................................Oracle Sourcing Help How do I close a negotiation before its scheduled close date and time?.......... 142 3..........................1................ 124 2......5 Searching for lines and categories....1...........................................................7 How do I use a spreadsheet to award negotiation items?............1 What is Sourcing Intelligence? .5............................. 143 4....................3 Searching for draft negotiations ... 131 2...4.....................1. 147 4............................4.................. 137 2................. 145 4...........................13 What is contract binding?........................................................2 What are the Sourcing Intelligence reports I can generate?.......19 How do I view the approval history for my negotiation? .....2..........................3 Awarded Bids Detail report ....... 139 2................. 145 What is the Awarded Quotes report? .. or auction? .4.......1 Awards by Supplier report ........4 How do I award business in an RFQ or auction?.5.........................1......... 130 2.........................3............ 120 2................... 120 2.................................... 141 3....................................4 Searching for suppliers:......4................................ 141 2.....1.16 How do I cancel a negotiation?......8 How do I allocate backing requisitions among awarded items? ...................................... 137 2..5.................................................... 133 2.. 138 2...............2 Intelligence Reports .5 Searching........1.....4... 144 4........................................20 How do I manage deliverables I have assigned to a negotiation?..1.....................4.......1...... 143 4..................................10 What information is contained on the Award Summary page? ..............9 How do I disqualify responses I receive for an RFI...........5.. 147 4............... 135 2................18 How do I print information on my negotiation? ...............11 Can I see information on my negotiations once I have completed awarding them? .......................6 How do I manually score header attributes? .............. 144 What is the Awarded Bids Detail report? ..............17 How do I create an amendment to a negotiation? ....... 140 2...4................... 139 2................................12 How do I generate a purchase order document? .............. 145 4... 121 2.................................. 124 2...1 Introduction to Sourcing Intelligence..5 How do I download the responses I have received? ............. 138 2........................................................................................1 How do I view the responses I have received? ........ 129 2.........4.......... 143 4.......................................................5.......................5. 123 2.....................................................1..................................................1 How do I update my Sourcing personal options? ......1 How do I search for information on Oracle Sourcing? ....1.................................. 142 4...............................3.................1........................ 128 2.. 124 2. 137 2..............2 What is the Savings by Category report?.......................................................................... 143 4............ 133 2. 144 4..... 120 2..............................2.......1... 148 Page 6/209 2.....3..........4............2..........2 Savings by Category report..............3..................................6 Searching for addresses:.......3.......3............ My Profile ............................................................................................... 143 4.........5...4..............4 Awarding Negotiations ............. 136 2..4..............................4..15 ....4.........2.. Sourcing Buyer Intelligence Reports........................1........1 Searching for your negotiations in which you are participating: ....... 122 2..........................1..............1..........................1 How do I run reports? .......................................................5.........3 What are the different methods I can use when performing awards? .4 Awarded Quotes report .....3..3 How do I export data to a spreadsheet? .... 124 2............................................1 What is the Awards by Supplier report? ......2 Searching for all negotiations to which you have access:..

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

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

see Getting Started for Buyers. Click the Intelligence tab on the Sourcing Home page. 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. To manage draft negotiations on which you and others may be working. If your system is integrated with Oracle Purchasing.1. To create templates and reusable lists to simplify negotiation creation. see Getting Started for Suppliers.1 “What are the Sourcing Intelligence reports I can generate”) for many transaction types.1 “Creating Negotiations”). To monitor the negotiations in which you are participating. You can create a request for information (RFIs).1 What can I do with Oracle Sourcing? If you are a Sourcing Buyer. Getting Started for Buyers As a Sourcing Buyer you have access to a wide range functionality with Oracle Sourcing. If you are responsible for administering the Sourcing system. Getting Started 1.1 “How do I update my Sourcing personal options”). To create an RFI.Oracle Sourcing Help 1. check the Negotiations at a Glance section. click the appropriate link(s) in the Quick Links section of the Negotiations Home page. request for quotations (RFQs). RFQ. click "Edit" under the Drafts Quick Links section. click the appropriate create link from the Quick Links section of the Negotiations Home page. buyer's auction (See Section 2. If you are a Sourcing Supplier. and password. and Buyer's Auction. This system also provides graphical summary and detail reports (See Appendix 7. 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 New to Sourcing? 1. date format. click the Preferences link at the top of the page. see Getting Started for the Sourcing Super User. You can enter many different personal options such as your language. You can monitor your negotiations in real time and communicate with participants using online discussions. Page 9/209 . among others.

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

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

requests for information (RFIs). quantity.1.2. and buyer's auctions.6 “How do I copy a sourcing document”) Multiple Currency support (See Section 2. and then use that information to create negotiations that drive prices based not only on price.1.1 What is Oracle Sourcing? Oracle Sourcing offers flexible negotiation capabilities to buyers and sellers. but on lead times.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.Oracle Sourcing Help 1.1.2 Getting Started with Oracle Sourcing 1. Common Functionality All sourcing document types have the following common functionality to simplify the negotiation creation process: Reusable Attribute Lists (See Appendix 7. and item-specific attributes.requests for quotations (RFQs).4 “How do I create and edit a reusable invitation list”) Sourcing Template (See Section 2. Buyers use real-time interaction to obtain information on suppliers' products and services.2. enabling them to efficiently obtain the best possible prices for goods and services. Page 12/209 .1.3.2.1.7 “Can I accept responses in multiple currencies”) Multiple Language support Notes and Attachments (See Chapter 6.1 Frequently Asked Questions: Oracle Sourcing 1.4. Buyers can use the information obtained to subsequently conduct an RFQ or buyer's auction. can bypass intermediaries and establish relationships that might not have been possible using more traditional methods of buying and selling. Buyers and sellers. who might never meet face-to-face.2 “Glossary”) Terms and Conditions enforcement (See Section 5. “How do I create and edit negotiation templates?”) and Copy features (See Section 2.2. The four different types of sourcing documents available .2.1.1.1 “How do I create an attribute list?”) Reusable Invitation Lists (See Section 2. Prices are established based on actual supply and demand at the time the negotiation is transacted.

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

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 .

Requests for Information (RFIs) RFI's are used to qualify suppliers and their goods and services for subsequent procurement activities. At the conclusion of the RFI cycle. Many different items can be included in an auction. The buyer uses supplier responses to identify the group of suppliers who should be included in the subsequent negotiation. 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). The RFQ process is generally the longest of the negotiation processes. RFIs identify important item criteria on which the buyer needs information. Page 15/209 . This information generates competition and encourages suppliers to submit their best possible price. the buyer has the power to fine-tune the RFQ and initiate detailed negotiations. and whether partial bids are allowed. This process may go through multiple rounds of negotiations and quotes. Once the auction is completed. such as office furniture and memory chips. See the table below to help you determine which type of negotiation to create.Oracle Sourcing Help 1. Buyers can discover new suppliers or buyers and get competitive pricing or improved service. Buyers can tailor each auction to control who can see bids during the auction. RFIs are used more for gathering information on goods and service provided by a supplier than to lock in particular price information. as necessary. the information contained in the RFI can be copied into an RFQ or buyer's auction. such as made-to-order manufacturing or construction projects. Therefore.2. RFQs can be blind (buyer can see the quotes during the RFQ. RFIs typically do not make reference to item price or quantity. so suppliers can never see each other's quotes while the negotiation is in progress. Auctions Auctions enable buyers to solicit bids for goods and services that are clearly defined. suppliers are immediately notified of the auction results via online notifications. and auctions.2 What are the differences between the available negotiation types? The four types of negotiations are Requests for Information (RFIs)'.1. Requests for quotes (RFQs) RFQs enable buyers to collect quotes from suppliers for complex and hardto-define items or services. RFIs can be (and typically are) taken to multiple rounds until the buyer has enough information to identify supplier(s) with which to deal. The supplier responds by answering the buyer's questions. Once suppliers have submitted an initial round of proposals (quotes). request for quotes (RFQs). whether multiple rounds of bidding are possible. suppliers can view all bids submitted while the auction is open.

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

1. terms and conditions.2) Information obtained during the RFI can be used to create a new negotiation document. Page 17/209 .3.Oracle Sourcing Help Attribute Based Bidding (See Section 5.10) Price Elements Attribute Based Bidding (See Section (See Section 5.4.4.1. have previously created.8) 5.1.1.4.7) 2.1. Manual Extend/Early Close (See Sections 2.4.1.8) RFIs use item attributes to solicit item information from suppliers. and invitation list are copied into a new document which you can edit if necessary.1. submit Other Proxy Bidding (See Attribute Based Section 5.15) Buyers can manually extend an RFI or close an RFI earlier than the scheduled close date.11) 2.1.3 What time saving functions are available to me when creating negotiations? There are many ways you can streamline the creation of sourcing documents: Copying an existing document You can copy documents that you. The details of the document such as the controls.1. Decrement/Increment (See Section 2.8) Price Elements (See Manual Section 5.1.4.15) scheduled close Minimum Bid date.3. Multiple Quotes The RFQ business process allows suppliers to submit a single quote per round.8) Extend/Early Close (See AutoExtend (See Section Section 2.1.1.11) an RFQ or close an RFQ earlier Early Close (See Section than the 2.10) Bidding (See Power Bidding (See Section 5.4.11) Price Breaks (See Section Price Breaks (See Section 2.1.11) Buyers can Manual Extend (See manually extend Section 2.7) 1. item information. Bids buyer. or any other users in your organization. Convert to negotiation document (See Section 2.1.8) Section 5.2.11/2. Multiple If allowed by bidders may multiple bids.

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

that allow bidders/suppliers not only to respond to the price.7 I just saved a negotiation as a draft document. Item attributes and their responses comprise the heart of the RFI process. You are granted exclusive control until you release it.1." Alternatively. these lists are shared across all document types and can be accessed by the buyer as required. 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. From this page.2. you can click "Continue editing your draft. but also to other features salient to each item. 1.Oracle Sourcing Help 1.4 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. Suppliers reply to the item attribute.2. Depending on the setting chosen during the negotiation creation. 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.1. From this page you can access and edit any of your draft negotiations. How do I continue working on it? You can continue working on a document saved as a draft by After clicking Save Draft. 1. quantity.2.2.1.1. and delivery. When creating an RFI. these attributes can be either required. ensuring that only one user can work on a draft at any time. called item attributes. you see the Confirmation page. The document is released when Page 19/209 . in essence "answering" the buyer's question.1. you can click "Manage Draft Negotiations" to access the Manage Draft Negotiations page. 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. or display only. 1.2.8 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. buyers define attributes for negotiation items. 1.6 What is attribute based negotiation and how can I use it? Attribute based negotiations enable buyers to define multiple item-specific characteristics. optional.

2. you can delete the draft for the new round from the Manage Draft Negotiations page. You can save an negotiation as a draft as soon as you get to Step 2. The draft creator selects the draft and clicks Unlock on the Manage Draft Negotiations page. The system automatically updates the status of the previous round to Closed. the system automatically updates the status of the previous round to Round Completed. Each has its own benefits: Page 20/209 .1. 1. such as the Sourcing Super User.9 What is the minimum information I need to enter before I can save a draft negotiation? Enter the information required for Step 1 of the creation process.2. If you wish to create a draft for a new round. You delete it from the Manage Draft Negotiations page. Negotiations lines entered directly in Oracle Sourcing can include item numbers and item revisions if the item information was retrieved from the Item Master. making it available for award.12 I know I can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing. It is removed from the system.2. (Users with the appropriate function security. You submit it (the draft becomes a valid negotiation in the system). (The original creator can always unlock a draft. 1.11 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. can I award business to quotes/bids from the previous round? Once you save a new round of Quoting/Bidding.1.1. Negotiations with Round Completed are not available for awarding.2.10 If I have saved a draft of a new Quoting/Bidding round.1. The information from the previous round is enough to save a draft.) Another user removes the lock. What are the differences? You can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing. can unlock draft auctions/RFQ which were locked by other users.Oracle Sourcing Help You save it. you are not required to enter any information. However. 1.) 1.

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

you can invite these users Page 22/209 .2. Though suppliers in a multi-currency negotiation can submit responses in several currencies. the system ranks the supplier only on the basis of price. the buyer can still award the negotiation to any supplier regardless of the Price to Total Score ratio values.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. it offers the best value for the money.2. In both price-only and Multi-Attribute Weighted Scoring negotiation. However.1. 1. The buyer can still award the item regardless of the ratio. the system will automatically convert the responses to the negotiation currency.15 What does the Price to Total Score ratio mean? The Price to Total Score ratio is calculated only for Multi-Attribute Weighted Scoring RFQ/Auctions and is used to rank quotes/bids. item attributes can be scored and weighted.17 Can I accept multiple currencies in my negotiation? Yes. you can allow bids or quotes in currencies other than the negotiation currency. quantity.1.1. the negotiation currency defaults to the functional currency defined for your operating unit. The lowest ratio among competing responses may not offer the lowest price.1. reflected in the Price to Total Score ratio. 1. Whenever you view the responses you have received. 1. When you create a new negotiation. In other words. however.2. they are allowed to respond in only one currency per response.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.Oracle Sourcing Help 1. but it offers the lowest price per point of score. In a Multi-Attribute Weighted Scoring negotiation. It is the ratio of Quote/Bid price of an item to the sum of the weighted scores of all the Quote/Bid values submitted for that item.2. A buyer can view bids plotted on a Price to Total Score graph to assist in analysis of quotes/bids. delivery dates and attributes of an item. To lower the ratio for an item included in a bid. The winning response is decided based on the buyer's definitions of the relative importance of item attributes. 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. suppliers can quote/bid on price.

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

Oracle Sourcing Help To register a user yourself: Anyone with the Sourcing Super User authorization. Invitations are automatically sent to each supplier.1. 3. Click Register. On the Register an External User page. and participate To inform them about the newly updated close time To inform about the extended close date/time newly Early close of an All invitees and suppliers RFQ or auction Extend close date/time of an All invitees and suppliers RFQ or auction Page 24/209 . 1. 1. acknowledge intent.1. From the Portal page.19 How can I invite suppliers to participate in my negotiation? You can invite suppliers to participate in your negotiation by selecting them from the Supplier Master or by applying predefined invitation lists. Select the applications to which the user will have access. enter the required information. Search for and select the supplier company name by using the flashlight icon (if the supplier company information does not exist within the system." 2. You receive a confirmation that the new user has been registered.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.2.2. a buyer with the appropriate authorization can add the company to your Supplier Master). Event Recipient Purpose To inform them that the negotiation is open for previewing or bidding To invite them to acknowledge intent. click "Register a Supplier User. can directly register and approve users. 1.

and the close date. or all a certain Quote/Bid has been quote suppliers in the sealed disqualified RFQ. Negotiation Duration Reminder Email Sent Equal to or less than One hour after the Preview/Open Date 24 hours Page 25/209 .2.Oracle Sourcing Help Disqualify a bid or Supplier whose response To inform the supplier the bid has quote has been disqualified been disqualified All bidders in the open and To inform all bidders/suppliers that Disqualify a bid or sealed auction. they receive a reminder email notification once the negotiation has opened for either previewing or responding. 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. The negotiation duration is the length of time between either the preview date (if the buyer specified one) or the open date.1. When the reminder gets sent depends on the duration of the negotiation.21 When does an invitee receive a reminder email notification? If companies do not acknowledge participation by a certain time.

If additional companies are added before the original reminder time. Page 26/209 . Otherwise. 1. If the buyer starts another round of negotiation before the reminder time. then invitees do not receive a reminder.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. however. If the negotiation is closed. they do not receive reminders. you can upload it to enter your responses into the system to. canceled or deleted before the reminder time.2. the reminder is not sent.2.1. It is not mandatory to acknowledge your intent before submitting responses. You cannot respond to any negotiation that your company owns. However.23 Can I respond to a negotiation created by someone in my company? No. 1. Once you have completed this spreadsheet.2. 1. these new invitees receive reminders at the original time. then invitees do not receive any reminder. Such acknowledgments are intended to enhance communication between buyers and suppliers and inform buyers of the potential participation. you can respond to negotiations created by your company's affiliates. you can download a spreadsheet which you can complete offline to specify your response information.1.22 Do suppliers need to acknowledge their intent to participate before submitting responses? Suppliers are encouraged to acknowledge their participation intention after they receive the invitation email.1.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. The new round of negotiation is now treated as a regular new negotiation and invited companies in the new round should acknowledge their intent to participate again. if they are added after the original reminder time. Bulk loading is also useful if you respond in similar negotiations that occur repeatedly. they receive it at the original reminder time.

select Award Summary from the Action menu and click Go.26 How many characters can be entered into the Item Description and the Note fields? For an Item Description field.1." Select the indicator and specify whether users can override your selection.2. In Oracle Sourcing.27 Can the system administrator require buyers to use a certain rank indicator? Yes. for example. 1. the negotiation number. This displays all purchase orders for a particular negotiation. click the response number link to view the information on that response including the corresponding purchase order created for that response.1.2.25 Can I invite additional suppliers to an RFQ or auction I've already created? Yes. you can require a particular indicator be used for all negotiations. For a Note field. you can enter a maximum of 240 characters.2. which includes the purchase order numbers along with other information. On the Award Summary page. Page 27/209 . 1. 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 check your Notifications for the Purchase Order Creation Notification. You can search for the purchase orders in Oracle Purchasing by entering the negotiation data.1. On the Negotiations Summary page. 1.Oracle Sourcing Help 1. As the system administrator.2. Click the Administration tab. access the negotiation whose associated purchase orders you wish to see by entering the negotiation number into the Search Negotiations fields. you can enter a maximum of 2000 characters.28 How can I check which purchase orders were created after completing my RFQ/auction? There are various ways to check which purchase orders were created.1. and then click "Negotiations Configuration. You can also search Oracle Purchasing by entering the original requisition information.

2.Suppliers view the RFQ details and submit their quotes online. Suppliers cannot view competing quotes while the negotiation is in progress. Buyers initiate RFQs that may include multiple line items by publishing the RFQ and inviting suppliers. RFQ modification or awarding (See Section 2. Steps in the RFQ process include: 1. Price elements (See Section 2.Oracle Sourcing Help 1. Once the RFQ is completed.2.5. 4.1.3 “How do I create and edit negotiation templates”). buyers can review quotes and award the RFQ or submit a modified RFQ for another round of quoting.2 Getting Started with RFQs RFQs support the full business process to solicit quotes from suppliers. The suppliers' responses to the RFQ allow the buyer to compare quotes and negotiate the best price and specifications for the good or service. Reusable attribute lists (See Appendix 7. RFQs enable buyers to collect quotes from suppliers for complex and hard-to-define items or services.Buyers can monitor real-time quote activity and take appropriate action. RFQ creation (See Section 2.1 “How do I create a new negotiation”).4 “How do I create and edit a reusable invitation list”). 3.2.1.1. Page 28/209 . Reusable invitation lists (See Section 2.2 “How do I monitor the negotiations I have created”). suppliers are immediately notified of the results via online notifications.1.3.1 “How do I create an attribute list”).2. 2.1. Quote preparation and submission (See Section 5. RFQ monitoring (See Section 2. RFQ is typically used for complex items or services such as made-to-order manufacturing items or construction projects. Once suppliers have submitted an initial round of quotes. The RFQ process usually lasts days or weeks through multiple rounds of negotiations. Buyers analyze the quotes and either award the RFQs or modify the RFQs and open them for another round of quoting.1. RFQ Capabilities RFQ templates (See Section 2. RFQs supports both blind and sealed RFQs. RFQs typically consist of multiple rounds with competition focused on whether supplier(s) can meet the specific requirements.4.4 “How do I award business in an RFQ or auction”).3 “How do I respond to a negotiation”).5 “How do I use price elements”).

1.Oracle Sourcing Help Price breaks (See Section 2.1.1.4.1.2 “How do I monitor the negotiations I have created”). Canceling RFQs (See Section 2.7 “What are price breaks.5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Purchase order generation Attribute based quoting (See Section 5.4 “How do I award business in an RFQ or auction”).6 “How do I submit a response online”) and offline (spreadsheet quoting).8 “How do I use item attributes and price elements when responding to a negotiation”).6 “Why are some RFQs and auctions associated with a sourcing event”).13 “How do I download a spreadsheet and respond offline”).2 “Glossary”). Sourcing Events (See Appendix 7.1.5.7 “What are reusable price elements and how do I create them”). Multiple RFQ styles: blind or sealed (See Section 6.9 “How do I disqualify responses I receive for an RFI. Online or offline awarding capability (spreadsheet awarding). Integration with Oracle Purchasing (See Section 2. Quote comparison (See Section 2. Graphic RFQ monitor (See Appendix 7. (5.4.16 “How do I cancel a negotiation”)and Disqualifying quotes (2.14 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”). (See Section 2. Capture Total Cost (See Appendix 7. or auction”). Monitoring quote activity in real-time (See Section 2. RFQ.2 “Glossary”).3. and how do I use them”).5.5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”). Real-time status updates Notes and attachments (See Section 6.1.4.4. Terms and Conditions enforcement (See Section 5.14 “How do I initiate a new round of responding”). Page 29/209 .16 “Why would a negotiation have special terms and conditions”) Quoting online (See Section 5. Manual extend (See Section 2.15 “How do I close a negotiation before its scheduled close date and time”). Multi-round quoting (See Section 2.4.4.11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2.

2.3 Can I cancel or retract my quote? No. This allows you to create your multi-line RFQ quickly. ensuring the integrity of the submitted RFQ items. You can prepare your list of RFQ items offline and upload the completed spreadsheet. Suppliers can choose the Quote currency in which they will place their quotes.3.1 What are the Unlock Date and the Unseal Date? The Unlock Date is the date when the buyer unlocks the closed RFQ to view the received quotes. you can submit multiple quotes within the same round.4 What are the Quote Currency and the RFQ Currency? RFQ Currency The RFQ currency is the functional currency for the set of books of the organization under which the RFQ was created. In a Multi-Attribute Weighted Scoring RFQ. 1.2. you can upload items using a spreadsheet. 1.2.Oracle Sourcing Help 1. The Unseal Date is the date when the buyer unseals the unlocked RFQ allowing the suppliers to view the quotes as well.2.2 Can I submit multiple quotes per round? If allowed by the quote controls. You can contact the buyer who created the RFQ and ask to have your quote disqualified.3. 1. Quotes are converted to the RFQ currency for quote review. Page 30/209 . 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. but quote disqualification is at the discretion of the buyer. The system validates the data. It is the RFQ buyer's reference and review currency.3 Frequently Asked Questions: RFQs 1.3. but you must enter the weights and scores for an item's scored attributes online.3.3.2. Quote Currencies Additional currencies in which quotes will be accepted.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.

Downloading the RFQ contents allows suppliers to quickly respond. When Promise Date is an optional response.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.3. In an RFQ whose outcome is a blanket purchase agreement.2. 1. This is one of the feature of RFQs and mirrors the general off-line behavior of this negotiation model.2. An automatic invitation will be sent to each invited supplier.3. 1. Once the supplier has provided you the email address.6 What is the most efficient way to quote on many line items in an RFQ? If an RFQ consists of many line items. 1. completing multiple item attributes. you can invite additional suppliers by using the same process employed during the initial RFQ creation. You can invite suppliers by selecting them from the supplier master list. 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. and why would I enter one? In an RFQ whose outcome is a standard purchase order.3. the Promise Date is required only if the RFQ uses multi-attribute weighted scoring and Promise Date is one of the scored attributes.11 Can I invite additional suppliers to subsequent rounds of an RFQ? Yes. 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. See How do I invite suppliers to my RFQ or auction? for details on identifying contacts. you can enter a Promise Date to differentiate your response from other competing responses.8 What is the Promise Date.9 Is an RFQ always blind or sealed and why? An RFQ is always either blind or sealed. When creating additional rounds for an RFQ. 1.2.2. you can enter the address in the Additional Contact Email field during negotiation creation.2.3.2. During the upload. Page 31/209 .Oracle Sourcing Help 1.3.3. 1. the Promise Date is optional. Suppliers complete the quoting process by uploading the spread sheet back to the system. Promise Date is an required field. spreadsheet items are validated to ensure the integrity of the submitted quote.

3. 1. 3. can I see who is bidding? In a sealed RFQ. you can see how many quotes are being placed. 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 .3.Oracle Sourcing Help 1.3. Select Start New Round from the Action Menu.14 Can I close my RFQ earlier than the original close time? If you select the Early Close option when specifying quote controls.15 How do I start another round of quoting in an RFQ? Once an RFQ has been closed.12 In a sealed RFQ.2. select Close Early from the Action menu to close the RFQ.2. 1. none of the details are available for viewing by any suppliers.2. 2. you can manually close your RFQ earlier than the original close date/time. 1.2.13 Why can't I see the graphical monitor in a sealed RFQ? While an RFQ is sealed. you can start another round of quoting. however. On the Negotiations Summary page. you can use the Graphical Monitor to view quotes. On the Start New Round page. you cannot see either the name of the respondent or the details of the bid until you unlock the RFQ. 1. Once the buyer has unlocked and unsealed the quotes.3. Use the negotiation number in the Search Negotiations fields on the Negotiations Home page to access the negotiation.

2.1 “How do I create a new negotiation”).Oracle Sourcing Help 1. Because most auctions are open for short periods of time. 2. although the close time can be extended manually or automatically based on last minute bids. Auctions allow real-time interaction to drive dynamic prices based on information that extends beyond price to include lead times.2. Negotiations allows buyers to establish either public or private auctions to meet the specific needs of buyers. the bidding process moves quickly which results in increased competition. Creating the auction (See Section 2. Auctions are typically focused on creating competition between bidders.4 Getting Started with Auctions Getting Started with Auctions Auctions offer complete. Prices are established based on actual supply and demand at the time the auction is transacted. flexible auction capabilities to buyers so they can efficiently obtain the best possible price for goods and services.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 1.1. such as office furniture or memory chips.1.1. Auctions enable buyers to solicit bids for goods and services that are clearly defined. Auctions last for a set period of time. Steps in the auction process include: 1. Responding to the auction (See Section 5. typically a matter of a few days.The buyer defines the auction and includes all the auction item information. the business terms and conditions and intended bidders.3. Bidders participate in the auction by viewing the Page 33/209 .3 “How do I respond to a negotiation”). quantity and item-specific attributes.

Reusable invitation lists (See Section 2.2 “How do I monitor the negotiations I have created”).8 “How do I use item attributes and price elements when responding to a negotiation”).2. Multiple Auction styles: open. Minimum Bid Decrement/Increment (See Section 2.1.10 “What is proxy bidding and how does it work”).12 “What is power bid”).4.1.7 “What are reusable price elements and how do I create them”). Page 34/209 .2. 4.1. Price elements (See Section 2.15 “How do I close a negotiation before its scheduled close date and time”).2.1. blind or sealed (See Section 6. bidders are immediately notified of the auction results via online notifications.3.Oracle Sourcing Help auction items and submitting bids online.11 “What are response controls”). and how do I use them”). Autoextend feature (See Section 2. The buyer analyzes the bids and awards the auction based on the price.1.7 “What are price breaks.4 “How do I award business in an RFQ or auction”). Capture Total Cost (See Appendix 7.1 “How do I create an attribute list”). Once the auction is completed. bidders can view competitive bids during the auction. Manual extend (See Section 2. If permitted by the auction rules.5. Proxy bidding (See Section 5.1. Attribute based bidding (See Section 5. Reusable attribute lists (See Appendix 7. Sourcing Events (See Appendix 7.1.1.The buyer and all other participants can monitor the real-time activity during the auction and take action as necessary.1. Power bidding (See Section 5.3.1.11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2.4 “How do I create and edit a reusable invitation list”).4. Auction features include: Auction templates (See Section 2. Evaluating and awarding bids (See Section 2. bid quantity. 3.5 “How do I use price elements”). Monitoring the bid responses (See Section 2.1.4.11 “What are response controls”).6 “Why are some RFQs and auctions associated with a sourcing event”). Price breaks (See Section 2.3 “How do I create and edit negotiation templates”).2 “Glossary”). bid attribute value(s).

6 “How do I submit a response online”) and offline (spreadsheet bidding).4.4 “How do I award business in an RFQ or auction”).1. Bid comparison (See Section 2.13 “How do I download a spreadsheet and respond offline”). Graphic Auction Monitor (See Appendix 7. Monitoring bid activity (See Section 2. (See Section 2. Purchase order generation Real-time status updates Bidding online (See Section 5.4 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”).1.1. or auction”). Integration with Oracle Purchasing (See Section 2.5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”).5. (5.5. Online or offline awarding capability (spreadsheet awarding).Oracle Sourcing Help Canceling auctions (See Section 2.16 “How do I cancel a negotiation”) and Disqualifying bid (2.2 “Glossary”). Page 35/209 .4.9 “How do I disqualify responses I receive for an RFI.2 “How do I monitor the negotiations I have created”).1. RFQ.5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Notes and attachments (See Section 6.4.

The auction to which they are responding is not owned by their company 2. You can elect to display the target price to participants.1.5.2. 1. Page 36/209 . All registered users in a company can bid on the same auction.5. 1.4 “Why can't I access some pages.Oracle Sourcing Help 1.6 Can two people from the same company bid on the same auction? Yes. The target price is the price you hope to pay for one unit of an item. 1.5.5 Can someone in my company award an auction that I create? If granted the appropriate authorization.2. 1.5 Frequently Asked Questions: Auctions 1. provided that: 1.1 What are the different auction styles? The buyer can choose from three types of auctions: Open: everyone can see the bid content. Buyers are not required to designate a target price for every item.2. and 3. Everyone can see the bid content once the auction is unsealed. 1.5.5. The buyer can also choose to display the target price to the bidders for reference.2. They have the appropriate function security (See Section 6. 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. or task bar options”).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.2. The buyer can see the bids once the auction is unlocked. buttons.5. Note: Two people from the same cannot quote in the same RFQ. The bid controls for this auction allow multiple bids per round . but only the buyer can see the identity of the bidder.2 What is the difference between Quote/Bid start price and target price? When creating a new RFQ or auction.2. someone else at your company can award an auction created by you.4 What is the target price used for? The target price is mainly used for internal performance analysis for the buyer. links. you can optionally set a bid start price (quote start price for an RFQ) and target price for every item in the RFQ or auction.2.

However.5. you might want to send invitations to increase specific suppliers' awareness of your RFQ/auction and encourage participation. 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. Page 37/209 . why would I invite suppliers to participate? For a public RFQ/auction.2. can they view each other's bid details? Depending on the auction style.13 “How do I invite suppliers to participate in my negotiation”) to participate. When you invite a supplier (See Section 2. none of the previous responses submitted are available for awarding. and your RFQ/auction appears in that supplier's "Open Invitations" list of invitations. 1.9 How do I initiate a new round of quoting or bidding? After your RFI.Oracle Sourcing Help 1. you are not required to send invitations to any suppliers. After you initiate a new round of responding. RFQ.5.2.7 When two respondents from the same company place bids.2. you can initiate a new round of responding if you set the controls to allow multiple rounds of responses (RFQs always permit multiple rounds of quoting). or auction has closed. that supplier receives an e-mail notification about your RFQ/auction.5.1.1.8 If my RFQ/auction is open to all suppliers.

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

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

Review your updated negotiation information.10 Why is the "Can bidders see other bidders notes and attachments?" bid control not available for blind auctions? Blind auctions by definition do not allow bidders to view other suppliers' bids. If there are approvers defined for this document. You can also choose to open the negotiation immediately. click Submit for Approval. If there are no approvers defined for this document. o Response Controls Modify other Response Controls as necessary. o Possible Date Modifications *Open Date Date and time you want the new round of responding to begin. 1. o Possible Invitation List Changes If you invited suppliers in the previous round. You can also choose to open the negotiation for preview immediately. You can also add new suppliers. Click Suppliers to modify your invitation list. Click Controls to modify negotiation control information.Oracle Sourcing Help 5. *Close Date The new date and time the RFI. You can remove any supplier from the invitation list for the new round. Award Date (RFQs and auctions only) You can choose to enter a new award date/time if this differs from the timing in the previous round of negotiation. RFQ. Additionally. 7. RFQs or auctions opening in the future. they are automatically added to the invitation list for the new round.5. Page 40/209 . Preview Date For RFIs.2. any uninvited suppliers who responded in the previous round are also automatically added to the invitation list for the new round. Click Review. Note that you have to specify a new closing date. click Publish. or auction closes. you can enter the date and time (prior to the open date and time) the negotiation is available for previewing by all eligible participants. 6.

2.2. the bidder can contact the buyer and ask to have the bid disqualified. if Bidder B bids triggering a proxy bid for Bidder A and the resulting bid results in the same Price to Total Score ration. For example. 1.5. once one user at a company responds. Bidder B receives the higher rank because the proxy bid was created by the system after Bidder B's bid.5.5. the bidder can only view the resulting Price to Total Score for a bid. AutoExtend extends the duration automatically if new bids are received in the closing minutes of the auction.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. When the bid control "No . You can also define the total number of auto extensions and the extension period. Bidders cannot respond to display only attributes so there is no value for comparison.Oracle Sourcing Help 1.16 What is a Single Best Bid? A Single Best Bid is a response to an auction that allows only one bid per company. You can specify whether the auction is extended from the original close time or from the time when the winning bid has been received. 1. 1.12 Why can't I always view scores and weights set up by the buyer? The buyer can optionally hide scores and weights from the bidder. Manual Extend allows you to manually extend your auction close date/time before the auction closes.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. best bid" is selected for a multi-round auction. Bid disqualification.2. that is.A bidder must submit a single.5. is up to the discretion of the buyer.5. 1. however. 1. The response is at the company level.2. When the buyer hides scores/weights. You can also specify if the autoextend is for the entire auction or particular line items. no other user at the same company can bid.5.13 Why are display-only attributes not visible in the Bid Compare page? Display only attributes are used to convey information to bidders. a company can place one bid in each round when being invited to that round Page 41/209 .11 Can a bidder retract a bid? If a bidder has submitted.

for each item. all of the bids in an auction will be decreased by the percentage specified. Comment Proxy Bid Power Bid Feature Use Repeated automatic bidding. Proxy bidding is not available for any auction item that has price elements. This allows you to streamline the rebidding process when you have bid on several items in the same auction. This is a very useful feature when your goal is to win all auction items. Once you have placed a proxy bid. When the bid reaches the Proxy Bid Minimum. Therefore if you are bidding in a Multi-Attribute Weighted Scoring auction. the bidding automatically stops.2.17 What is the difference between Proxy and Power Bidding? Proxy Bid You can define price parameters that allow the system to automatically rebid on your behalf. Power bid is not available for any auction items having price elements. When you use Power Bid.Oracle Sourcing Help 1. you cannot change any bid information (including responses to item attributes) until the Proxy Bid Minimum is reached unless you cancel the proxy. or near the end of an auction period when there may be a time constraint. The system Speeds up the bidding process rebids until proxy is by simultaneously updating the canceled or minimum bid prices for all bid items. you can revise bids for all items on which you have previously bid by a specified percentage. you can set new Proxy bid parameters or bid manually.5. Once the limit price is reached. Power Bid When rebidding. value is reached No Percentage Automatically updated Yes Unit of update Currency value Multiple times until Number of updates per canceled or the minimum Once setup price is reached Affect of price elements Not available for items Not available in auctions with price elements containing price elements Page 42/209 . or Proxy Bid Minimum. as well as the limit price. You can setup the Proxy Bid Decrement for an auction. and the bids must be submitted quickly. you cannot update attribute responses to better your score although proxy bid will rebid to better a price.

Supplier B then bids USD 94.Oracle Sourcing Help 1. Now Supplier B's bid (92/100) is better than Supplier A's bid (84/90). but since Supplier B's bid price is still higher than Supplier A's bid price. Page 43/209 .00. Supplier A's proxy is triggered to place a new bid of USD 84. 1. not just the bid price. This bid (94/100) is better than Supplier A's bid (95/90).00. Supplier B's bid is the winning bid even though the bid price is higher.18 How does Proxy Bidding work in Multi-Attribute Weighted Scoring auctions? You can define Proxy Bid parameters with Multi-Attribute Weighted Scoring auctions similar to price-only auctions. Supplier A's proxy will only be triggered again if there is a bid with a price lower then USD 84.00 with a score of 90 for the item.19 Can a bidder see the names of the other bidders? Bidders cannot see other bidders' identities. a proxy bid decrement of USD10. Supplier identities are never revealed to other bidders. However.00) has not yet been reached.5.00 and a proxy minimum of USD 75.5.00. And since Supplier A's proxy minimum (75. he cannot modify any attribute responses to try to improve his score. Supplier A places a bid of USD 95. This bid (84/90) is now the winning bid.2. To avoid these situations. since proxy bids are generated based only on the price of the competing bid. Supplier B then places another bid of USD 92. Therefore. a bid can be beaten based on the Price to Total Score ratio without triggering a new proxy bid. Supplier A's proxy is not triggered. Since Supplier B's bid price is less than Supplier A's bid price.2. you may need to closely monitor Multi-Attribute Weighted Scoring auctions which also use proxy bidding.00. For example. You may need to cancel the proxy bidding process to redefine attribute information to improve your price to total score ration.00 with a score of 100 for the same item.

4. RFIs can be taken to multiple rounds until the buyer has enough information to identify supplier(s) with which to deal.1. 2.1 How do I create a new negotiation? Use the instructions on this page to create Sourcing negotiations (RFIs. and Buyer's Auctions 2. RFQs. Page 44/209 . Therefore.6 “What information must I provide to create my negotiation header”). you can save time by copying an existing RFI/RFQ/Auction.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. There are four main steps to creating a new negotiation: o o o o Create Your Negotiation Header (See section 2.1.1.Oracle Sourcing Help 2. Help for Sourcing Buyers 2. the information contained in the RFI can be copied into an RFQ or buyer's auction. You can also create new negotiations quickly by applying a negotiation template. one unique feature of an RFI is that buyers can choose to define negotiation line items without price and quantity and specify lists of criteria to which suppliers must respond.1 Creating RFIs.11 “What are response controls”) Enter Your Terms and Conditions (If Oracle Procurement Contracts is bought and licensed) (See Section 2.1. Define Your Response Controls (See Section 2. RFQ.1. This allows you to return to the creation process at a later time or have multiple people working on the same negotiation. and buyer's auctions). and how do I use them in my negotiation”) Invite Your Suppliers (See Section 2.1. o If you have previously created an RFI. or auction.1.1.1 Creating Negotiations 2. RFIs are used more for gathering information on goods and service provided by a supplier than to lock in particular price information.1. RFQs. Enter Negotiation Lines (See Section 2.1.13 “How do I invite suppliers to participate in my negotiation”).1.9 “How do I add lines to a negotiation”).1.7 “What are contract terms and conditions.1. At the conclusion of the RFI cycle. You can create a negotiation and save it as a draft before submitting it.1.

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

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

The links are organized by task and negotiation type so you can find the link for the task you wish to perform. you can use requisition information in Oracle Purchasing to create a draft sourcing document that you can then access and edit. You can use this number to access the document in Oracle Sourcing and to Page 47/209 . The AutoCreated document is assigned a document number. The backing requisition information is carried over from Oracle Purchasing and used throughout the creation process. one-step access to your most commonly performed Oracle Sourcing tasks. When using AutoCreate. AutoCreate uses the requisition information to create a Buyer's Auction or Sourcing RFQ.3 How do I use Quick Links? The Quick Links section of the Negotiations Home page provides easy.Oracle Sourcing Help 2. The table below shows some of the operations available Sourcing Buyers and Sourcing Suppliers by using Quick Links.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 2.4 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. Once you have identified the requisitions in which you are interested.1.1. 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. Simply clicking the link takes you to the page where you initiate the operation. you can search for requisitions according to different attributes such as item or category and include them in a single document.

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

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

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

or auction will be known. you can use the "Manage" link under the Drafts area of Quick Links on the Negotiations Home page to access the draft negotiation. 2. and you change the Organization. the backing requisition information is carried forward and this field cannot be updated. Otherwise. The organization you select here determines the values for many later attributes (such as the negotiation currency and shipping addresses). for example in the Payment Terms field. Note that if you have entered information on this page. the title cannot be changed. continue editing it using the instructions in How do I create a new negotiation? beginning with Step 2: Enter Item Terms. Organization The operating unit. to which this negotiation applies. To create your negotiation header: Complete the following fields (*indicates a required field): *Title The name by which this RFI. such as a division or department. You must specify a title for your negotiation and once defined. Buyer The creator of the negotiation.1.6 What information must I provide to create my negotiation header? When you create a new negotiation. If this negotiation document was originally created in Oracle Purchasing. Note the following about negotiations created by AutoCreate: Any backing requisition information is not updateable in Oracle Sourcing. This header contains negotiation level information related to the entire negotiation. RFQ. The backing requisition information is viewable during the creation/editing process.Oracle Sourcing Help Accessing the draft document If your Oracle Purchasing application is set up to allow it. Page 51/209 . Once you have accessed the draft negotiation. you can be transferred directly from AutoCreate to Step 1 in the negotiation creation process in Oracle Sourcing.1. the page refreshes and you will lose the information you entered. this value cannot be changed. Once you proceed to the next step. Style Event Security Level You can select a security level to restrict access to the sourcing document. your first step is to create your negotiation header.

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

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

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

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

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

the follow-up bid must be in the same currency as the initial response. No other suppliers may respond in that currency unless you also associate that response currency with them. If you selected User Specified Rate in "Step 2: Defining Business Terms and Conditions. click "Lines. select how the line will be ranked. 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. If you wish to score and weight your lines. 4. the supplier can only submit a response in either that currency or the negotiation currency. Multiple users in a supplier's organization can submit several initial bids. 2.Oracle Sourcing Help o If you accept the default. accept the default value of Online from the Add Line drop down menu. *Indicates a required field : Page 57/209 . You can enter lines online or bulk load lines from a spreadsheet. Line ranking is not performed in RFIs. to a multi-currency negotiation.1." enter an exchange rate for the response currency you selected in the previous step. 3.9 How do I add lines to a negotiation? When you create a new negotiation. However. Continue creating your negotiation." To add lines online: 1. Select a price precision for the response currency. o o o 2. or edit a draft negotiation. The spreadsheet is useful if you are adding a large number of lines. If the response currency you select for a supplier is not on your currency list. each in a different currency. On the Lines: Create Line page. that response currency is available to that supplier alone. 3. Any. provide the following information. From the navigation bar in the top left corner. To add a line using the online system. and how the line will be added and click Go. you must identify the goods or services you want to purchase or for which you want quotes. 2. select Multi-Attribute Scoring as the Ranking type. The new price precision applies only to the suppliers to whom you assign it. On the Create: Lines page.1. how the ranking will be displayed. If you select a specific response currency for a supplier. if a user submits a rebid. Click Go. Your other option is to load the line information using spreadsheet upload.

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

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

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

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

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

Job Details. 4. 2. Create attributes as needed to solicit additional information for this line. Page 63/209 . 10. add notes or attachments to the supplier. Finally. 4. if appropriate. fixed-price line: 1. click Select Price Break Settings and ensure it is not set to None. The Description. 8. 5. Search and select a job from the Job menu.1.Oracle Sourcing Help 2. Enter your price breaks including Price Differentials. and click Go. 6. If you need to specify price breaks. From the Add Line menu on the Create Lines page. ensure that you choose Blanket Purchase Agreement as the negotiation outcome for temporary labor line types. make sure you select the Global Agreement checkbox. or click Load from Spreadsheet to upload a previously completed spreadsheet file containing all the line information On the Lines: Create Line page. add any notes or attachments to the supplier. 5. rate-based line: 1. and specify the differential associated with this price type. Unit of Measure and Category will default according to the Job you select. fixed-rate line type. make sure you select a temporary labor. Finally. 2. Continue defining the remainder of the negotiation. and then click Go. Enter values in your price fields if necessary. General services fixed-price lines use a negotiation outcome of standard purchase order. On the Lines: Create Line page. rate-based line type. Search and select a Job from the Job menu. You can include services-related lines with regular amount-based and goods-based lines. make sure you select a temporary labor. 7.1. select Online to continuing entering your line description online. is a response to the price differential required) Select the price type (for example. Also. 3. vacation). 6. To define a temporary labor. To define a temporary labor. Specify how price differentials are to be used within the negotiation (for example. The Description. 11. Follow steps 1 and 2 above. 9. For temporary labor line types. Create attributes as needed to solicit any additional information for this line. 3. Job Details. Continue defining the remainder of the negotiation.10 How do I define services related lines? Services related line types allow you to negotiate on labor contracts. and Category will default according to the Job you select.

responding frequency. 2. and then click Go. 5. You must have created your negotiation header before you can create negotiation controls. RFQ. add notes or attachments to the supplier.Oracle Sourcing Help To define a general services fixed-price line 1.11 What are response controls? When you create a new RFI. open and closing times and many other variables. Once closed. Page 64/209 . If you allow the control manual extend. When you extend a negotiation you specify the new close date. Create attributes as needed to solicit additional information for this line. 6. Complete the following fields as appropriate for the negotiation type. fixed-price line type. *Close Date Use the pop-up calendar to select the date/time when the negotiation will be closed. the time limit for the negotiation can be extended past the original close date. 3. Follow steps 1 and 2 above. participants. no further responses may be accepted. If the sourcing document you are working on was AutoCreated using requisitions in Oracle Purchasing. 4. click the "Controls" link to access the Create Controls page for that negotiation. *Open Date Use the pop-up calendar to select the date/time after which all eligible suppliers are allowed to participate in the negotiation or choose to open the negotiation immediately. the negotiation can be closed prior to the defined close date. After you have entered the negotiation header. If you allow the control manual close/close early. you set response controls to determine the negotiation length. and added line(s). Continue defining your negotiation .1. make sure you select a general services. the default time value the system uses is the time when you entered a value in the field.1. or Buyer's Auction. 2. They can view the negotiation's details but cannot place responses. Finally. Preview Date Use the pop-up calendar to specify a date/time after which the negotiation information can be accessed by potential suppliers. Provide the line with a description and select a Category value. On the Lines: Create Line page. Note that for fields where you enter a date and time. You can edit the value to change the time if needed.

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

the decrement percentage will be calculated based on a supplier's original bid price. Allow manual extend when the negotiation is open You can choose to allow a negotiation to be extended. Otherwise. bid decrement = 20% Bidder B's original bid = $1.000 Bidder A's second bid = $900 Bidder A's third bid = $800 Bidder A would not be allowed to submit a fourth bid of $750 (this is less than the minimum bid decrement of $100) Auction #2234. and a new winning bid is received in the final Page 66/209 . but will be applied to the supplier's current bid price. you enter a new close date and time. with AutoExtend set to start at the current scheduled auction close time. for example. rebids must decrease by a minimum amount. Allow AutoExtend based on the settings below You can have your auction automatically extended if a new winning bid is received during the final minutes of your auction. the negotiation cannot be closed until the close date and time specified above. You can enter either a straight amount or a percentage by which bids must improve. you can specify that they must submit rebids that are better than their current bid price by a specific minimum amount. if you enable an AutoExtend of 30 minutes. When a negotiation is extended. Use numbers. For example.Oracle Sourcing Help If you have allowed suppliers to submit multiple bids. For example: Auction #1234.000 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. If you specify your bid decrement amount as a percentage. "10. bid decrement = $100 Bidder A's original bid = $1." Note: A bid decrement amount will always be applied to a supplier's current bid price. That is.

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

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

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

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

Once you click Publish. Page 71/209 . the Submit button changes to Publish.2 What are line attributes and attribute lists. You can save the amendment as a draft at anytime during the creation process if you click Save Draft. 2.1 How do I use negotiation templates? You can use a document template of a specific type (RFI. See How do I create and edit negotiation templates? for instructions on creating negotiation templates. RFQ. 3.1. Once approved (or if approval is not required). allowing respondents not only to respond to the price. If you have approvers identified on the Collaboration Team on the Create Header page. but also to other features and performance characteristics of each line.2. When creating a negotiation. select the template and click Apply to create a new negotiation with this template. click Apply Template. or auction) to create a new document of the same type. On the Create: Header page. Spreadsheets and Lists 2. You can add to.2 Templates. Approvers will receive notification that they need to approve the amendment. the buyer can score attribute values to indicate the relative preferability of different responses. On the results display. edit.1. You can review the new changes compared to the current active negotiation by clicking Review. and delivery. quality.Oracle Sourcing Help 7. Line attributes can then also be weighted to indicate the relative importance of a single attribute among the other weighted attributes. 2. no new responses can be received on the previous negotiation. 4. To use a sourcing document template: 1. The buyer can define unique line attributes. 2.2. These attributes may either require a response or no require a response from the supplier. 8. Draft amendments are available on the Negotiations Home page if you click Drafts in the Manage Quick Links section. you can submit the amendment for approval by clicking Submit for Approval on the review page.1. and how do I use them? Line attributes enable a buyer to define multiple line-specific attributes. Click the appropriate link under the Create area of Quick Links on the Negotiations Home page. Search for and select the template you want to apply. All suppliers will be required to acknowledge the amendment and resubmit their responses to be eligible for award. or delete any of the negotiation information provided by the template by proceeding through the steps of creating a negotiation.

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. Your negotiation template contains the features that are similar among the negotiations you commonly create.attributes.you may want to create a negotiation template that you can use each time you create a new negotiation. RFQs." 3. On the Templates page. You can create as many templates as necessary. Attribute lists let a system administrator create system. This allows you to organize attributes in relevant groups for analysis. each type has its own template(s). you simply apply the template to the negotiation. all technical attributes can be placed one group while all non-technical attributes can be located in another. You can create both "private" templates (templates that only you can view. Grouping allows the arrangement of data that is easier for both the supplier to respond to and for the buyer to analyze responses. edit. . Creating a new negotiation template 1. For example. and use the template). and publish your negotiation. you must be assigned the appropriate authorization by your system administrator. A template can be designated as either "public" (all Buyers in your company can view and use the template) or "private" (only you can view. 2. Using a template saves time by streamlining the creation process. Your template status will default to Active. Click the appropriate create link under the Templates area of Quick Links on the Negotiations Home page. terms and conditions. edit. On the Step 1: Describe Your Template page.1. Note: In order to create "public" offer templates. and buyer's auctions are different documents. 2.3 How do I create and edit negotiation templates? If the majority of the negotiations you create contain the same features . The reusable lists allow buyers to standardize the information they wish to include with specific lines during negotiation creation. add to and edit details of the negotiation (as necessary). Since RFIs. and use) and "public" templates (templates that all registered users in your company can view and use). When you create a new negotiation using a template. If you Page 72/209 . etc. especially if several buyers are collaborating on the analysis.or company-wide negotiation attribute lists for repeated use. participation controls. click "Create New Template. Active templates can be used immediately to create new negotiations.2.

Once you have defined your template. To create a new invitation list: 1. you can also attach an invitation list(s) to a Sourcing document template. and use your private lists. edit the list and change the status to inactive. then edit your template and select a new status from the drop-down menu at the Status field. but cannot be used to create a new offer until you change the status to Active. but will not be available for use until reactivated. Sourcing Super Users or users with the Manage Invitation Lists authorization can create. 2. complete the following fields (*indicates a required field): o o o *List Name *Description *Access Invitation lists can be public or private. An inactive list will be stored on the system. you must complete and submit your template. 4." 3. An invitation list can help standardize your business practices by ensuring that all appropriate participants are invited to targeted negotiations. and auction). Complete the remaining pages by filling out the fields as appropriate for the negotiation type.2.4 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. edit and manage public invitation lists as well as their own private lists. o Status Invitation lists are initially created as active. The same list can be used for all types of sourcing document types (RFI.1. Your new list will default to private. On the Reusable Invitation Lists page. only you can use your private lists. Page 73/209 . 2. On the Create Invitation List page. All users in your company with the correct authorizations can view and use public lists. edit. click Submit on the Review and Submit page. Inactive templates will be stored in the system. you can add these participants to a reusable invitation list. An active list can be used immediately. To inactivate a list. RFQ. Click "Invitation" under the Reusable Lists area of Quick Lists on the Negotiations Home page. click "Create New Invitation List. You can add an invitation list(s) when creating a new Sourcing document.Oracle Sourcing Help want to change your template's status to Inactive. Only you can create.

Click "Invitation" under the Reusable Lists area of Quick Lists on the Negotiations Home page. you can choose a specific supplier site to associate with this list (Supplier Site is another term for Address Name). When you are finished. On the Edit Invitation List page. If the supplier you selected has multiple sites defined in the system. or 2. Select the supplier(s) and click Add to Invitation List. and access as appropriate. 2. then click Edit. 8. the system uses the following hierarchy to determine which category value to use: 1.1. and manage public invitation lists. click Apply. edit. When you have finished adding suppliers. If the template and spreadsheet have conflicting category values.Oracle Sourcing Help Sourcing Super Users or users with the Manage Invitation Lists job function can create. you can edit public lists. On the search results page. 4." then search for suppliers to add to your invitation list.2.2. 5. Click "Add Suppliers. If you wish to add more suppliers to your list. you can add an entry for each site for that supplier if you choose.1. any attributes/price elements defined for the template are added to any attributes/price elements you define via the spreadsheet. Search for the list you wish to update. 7. If you are have the Manage Invitation Lists job function.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.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. For a supplier with multiple sites. You can also add or delete suppliers. status. Page 74/209 . update your list description. The value specified in the spreadsheet. find your list. click "Add Suppliers" again and follow the perceiving instructions. including change the access and status. To edit an invitation list you have created: 1. 4. 2. 6. 3. click Submit. The value defined for the RFQ/Auction template. 5. 2.

2. if the buyer marks this attribute as required. a buyer can create an auction to buy a fleet of 12 vehicles for a delivery service. see "How do I add attributes to my negotiation lines?" 2. the precedence is: 1. and why would I add them to my negotiation lines? When you add a line to a new negotiation (RFI. When the buyer adds the line (vehicle) to the auction.1 What are line attributes.000 miles on the odometer.Oracle Sourcing Help For example.1. the result of applying the template and then uploading by spreadsheet is that item A now has seven attributes/price elements and item B has five attributes/price elements.3. then bidders must enter the mileage of any bid. if there are three attributes/price elements for your template. and item B with two attributes/price elements." "style. RFQ. For example. and Price Breaks 2.3 Item Attributes." and "SKU number. and 2) the details that a participant should provide when responding to that negotiation line. the attribute/price element specified by the template. Price Elements. you may choose to add one or more line attributes to that line. While the buyer could enter this information in the auction line description. and your spreadsheet upload includes two items.1.3. using an attribute to define this specification calls attention to the specification. Adding these as required item attributes that are displayed to bidders can customize your negotiation items to your specific industry. For more information about how to add line attributes to your negotiation items. Line attributes define 1) unique specifications that you set for a negotiation line. and do not apply to all lines in the negotiation. The attribute(s) are added to that line only." Metal industry negotiation items can include "grade of metal" as an attribute. For example.1. item A with four attributes/price elements. If there are duplicate attribute/price elements between the template and the spreadsheet. Line attributes can call attention to industry-specific characteristics. Page 75/209 . retail industry negotiation items can include such attributes as "color. the attribute/price element specified on the spreadsheet 2. Line attributes make your negotiation line more descriptive and can also be used to ensure that all responses submitted for the line include specific details not included elsewhere in the line information. In addition. the buyer can add an attribute called "mileage" to specify that the bid item must have fewer than 12. auction). Attribute Scoring.2 How do I add line attributes to my negotiation? You can add multiple line attributes to any line in your negotiation.

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

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

You can accomplish the by specifying weighting and scoring values for your line attributes. and you do not wish to use the default. Select Online from the menu and click Go.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. See What are line attributes? for information about defining line attributes. Groups are used for categorizing attributes. However you may want to consider supplier responses to other line attributes in addition to price being offered when determining the best response. 4. o Attribute Type Page 81/209 . To use weighting and scoring when defining a negotiation: 1.1. 5.Oracle Sourcing Help Price $300 Total Score: (100 * 50) + (50 * 30) + (100 * 20)/100 = 85 Price to Total Score Ratio = 300 / 85 = 3. See "What information must I provide to describe my negotiation header"? After you have defined the negotiation header. When the page refreshes. 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. 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. Select a ranking method if the Sourcing Super User has set the system up to allow you to change ranking methods. 3. PPM Defect Rate. navigate to the Attributes table and click Add Another Row.53 2. Grade).3. 2. On the Lines: Create Line page. click "Lines" in the navigation bar in the top left hand corner. On the Create: Lines page. *Indicates a required field: o *Attribute (up to 240 characters) Name your line attribute (for example: Mileage. The system can then include the suppliers' responses to your line attributes when calculating the best response. enter your line attribute information. o Group Select one of the predefined attribute groups. Make sure you select Multi-Attribute Scoring from the Ranking menu.

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

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

Take into account any additional costs or charges when considering outsourcing a project. Or you might create a list that identifies additional services such as consulting or training that will be required by a particular negotiation item. Buyers can specify when they create the negotiation how much they anticipate paying for these additional costs. This is because in the absence of a line response quantity. the supplier's response prices to the price elements will not be rolled up into the line total price.1. These costs can then be negotiated between a buyer and supplier just like the item price. Support supply chain operations more efficiently by recognizing and analyzing how one organization's performance and costs affect another organization. Note: If the negotiation outcome is a blanket purchase agreement. For example. You can create new price element lists or edit existing lists. freight charges or import duty fees.1. the system will assign weights as equally as possible. Click the Price Element link under Reusable Lists on the Quick Links section of the Negotiations Home page. which is required to compute a total unit price. for example. 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.3. Identify hidden activities or "cost drivers" to facilitate improved analysis and decision-making.5 How do I use price elements? Price elements allow a buyer to identify additional costs associated with a particular negotiation line.Oracle Sourcing Help o To set the weights for all attributes equally. You must be assigned the Create Reusable Price Element Lists job function to create these lists. If there are an odd number of attributes. To create a new price element list: 1. or discrete costs such as shipping fees.3.6 What are Reusable Price Element Lists. 2. you might create a price element list identifying normally expected transportation costs. Such costs could include services such as training or consulting. 2. Once you have created a price element list. click Equalize Weights. you can apply that price element list to any negotiations (RFQs or auctions) containing items to which those price elements are applicable. the supplier's response values for fixed-amount type price elements cannot be converted to a unit price. Page 84/209 . Price elements allow you to: Identify suppliers with the lowest total cost per line not just the lowest item price.

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

For these price breaks.7 What are price breaks. and you may specify several quantity levels and the prices you are willing to pay at each. You can then enter different assumptions into the system and have it calculate which response is the best. To edit the list. (This returns all price element lists using that price element. The first few words of the list description. The first offers a price of 19$ per unit if buying more than 100. click Go. When you have finished making your changes. 6. For example. you can define as many price breaks as are appropriate.) 3. 7. Example: Assume you are purchasing PC keyboards.Oracle Sourcing Help To edit a price list: 1. On the Price Element Lists page. and how do I use them? Price breaks allow you to negotiate line prices with your supplier based on characteristics of your order. On the Edit Price Element List page.1.3. search and select the list you want to edit. You can search for a particular price list by : o o o o The list name. click Apply. Your suppliers respond to your negotiation specifying their responses to your price breaks. 2. The name of any price element defined to the list. you may expect to receive a discount from your supplier if you buy a large quantity of units. The new list is validated. Click the Price Element link under Reusable Lists on the Quick Links section of the Negotiations Home page. change the price element list status. add or delete price elements from the list. 2. Page 86/209 . Active or Inactive). The list status (Any. The search results display any price element lists matching your search criteria. If any price elements are inactive. When you have entered the search data. 5. For each (non-amount-based) line in your negotiation. You then set up two quantity-based price breaks. or by a certain deadline. You specify 20$ as your start or base price. you can o o o update the description for the price element list. or select the price element list and click Edit. Or you may be willing to pay more per unit if your supplier can ship the order to a special location. you receive the responses shown in the table below. The second offers a price of $18 a unit if purchasing over 500. 4. you receive an error message. you can either click the price element list name link.

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

Page 88/209 . If you select None. and effective dates (available for non-cumulative price breaks only). Once you have defined all your price breaks. To analyze price break information: 1. 5. 4. and click Analyze Price Breaks. and 2) the details that a participant should provide when responding to that item. If you select Non-Cumulative. 2.1. On the table of negotiations. Select the negotiation line. Select Required to force to supplier to respond to the price breaks you define. Define your price breaks.4 Additional Creation Topics 2. click Analyze by Line from the Actions menus and click Go. For each price break criterion. you will not be able to enter price breaks.1 What are some negotiations strategies I can use? When creating a negotiation. and your supplier(s) have responded with quotes.4. click the response number link. otherwise select optional. 5. On the negotiations summary page. 3. click Apply. 2. you can use a number of techniques to facilitate the results you want: Using item attribute requirements You can add item attributes to any of your items.Oracle Sourcing Help 3. You can define as many price breaks as are needed to fully define your pricing structure. For example. For example.1. Click Add Another Row to define additional price breaks. You can enter values for all price breaks you defined and the system will calculate which of the responses is best for the values you entered. you can offer a particular target price. 4. you can have the system evaluate the supplier responses based on scenario information you enter. you will not be able to negotiate on effective dates. Search for the negotiation you're interested in. price. You can set breaks by unit quantity. Also select either Cumulate or Non-Cumulative. 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. Item attributes define 1) unique specifications that you set for an item. Ship-To address/organization. On the Analyze Line: Analyze Price Breaks page. Analyzing Price Breaks Once you have defined your price break expectations. you could define multiple price breaks based only on order quantity. you could enter different order quantities and see which supplier response is the best for a certain quantity.

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

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

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

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

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

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

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

Oracle Sourcing Help 6. You can copy an existing document to create a new document of the same type (RFI. you can define your next deliverable. You can use contract terms to specify legal and other requirements for your negotiation. you can click Apply and Create Another. Using contract terms is an easy way to create and maintain standardized contract text which can be customized as needed. To apply contract terms to your sourcing document: 1. RFQ.1. Verify your negotiation information. and deliverables are available if Oracle Procurement Contracts is implemented).7 What are contract terms and conditions. 2. Page 96/209 . then click Submit for Approval if approvers are specified for this negotiation. click the Copy icon at the right of the page. If there are multiple deliverables to define.6 How do I copy a sourcing document? You can copy sourcing documents that you or any other users in your organization have created. click Apply. 2. To copy an existing negotiation: 1. or auction). 4.4. conditions. 3. This includes any contract clauses or deliverables (terms. you can create contract terms and apply them to your negotiation.1. 5. Once you have found the negotiation you are interested in. otherwise click Publish to open it for responding. After you have finished defining your deliverable. click Contract Terms in the navigation bar at the top left side of the page. When you have finished creating your new negotiation. Click "Copy" under the Create section of Quick Links on the Negotiations Home page. click Review. Note that you will have to specify new Open Date and Close Date values 6. 2. You can click the negotiation number to see details about the negotiation. and how do I use them in my negotiation? If Oracle Procurement Contracts is installed and licensed. Note that most of the information you defined previously is carried forward into the copy. Edit your new negotiation by continuing through the creation steps. You need the Contracts Terms Library Administrator responsibility to create and maintain clauses and contract templates in the Contract Terms Library. Once the page refreshes. Clicking Copy places you on a new Create Header page with the existing information inserted. You need the Manage Contract Terms responsibility to create and maintain contract terms on negotiation documents. Search for the negotiation you want to copy. On the Create Negotiation page.4.

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

From the negotiation summary page.9 What are amount based line types. If you select a line type that is amount based. but more of a service or activity. When you create a negotiation. awarding business to supplier. and some team members may be required to approve the final document before delivery to potential suppliers. This takes you to the Requistion Detail page. you might need to negotiate training or consulting services. and creating document outcomes.10 How do collaboration teams work? When creating a negotiation.1. 2. For example. Such activities can be negotiated by using amount based line types. Buyers can optionally grant full access to some team members while restricting others to read-only access. The possible values are defined in Oracle Purchasing. the quantity and unit of measure defaults to the values defined by your administrator and is display only.4. Each member can be assigned specific tasks. 4.1.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. 3.4. buyers can nominate collaboration team members to participate in the creation and administration of the sourcing document. you can specify that an item is amount based by selecting an amount based Line Type value. Click the number link in the Line column. For the line whose requisition information you wish to view. A category value may also appear if your administrator has defined a default category for that line type. click the Lines subtab. 2. This takes you to the Requisition Summary page. This includes the entire life of the sourcing document from the initial creation to the award process. click the number link in the Requisition column. Access the negotiation. 2. Page 98/209 . inviting additional suppliers. Such tasks could include defining the item attributes. and how are they used? Sometimes the item you need to negotiate is not a number of discrete units.

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

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

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

click Contract Terms in navigation bar in the top left of the page. Click the Deliverables subtab and check that any deliverable already defined to this template is applicable for your negotiation. will have commitments to fulfill. The commitments on the contracts. In addition to the contractual commitments that businesses need to fulfill. To create a deliverable for a particular negotiation: 1. under the terms and conditions of the contract. Page 102/209 . are classified as deliverables. as part of the contractual agreement. besides products and services bought or sold. click Add Deliverable.2 Using Oracle Services Procurement and Oracle Procurement Contracts 2. See the Oracle Procurement Contracts online help for instructions on defining deliverables. 5. On the Create Deliverable page define your new deliverable. To add a new deliverable. After you have finished defining your deliverable. click Apply. you can define your next deliverable. 3.2. If there are multiple deliverables to define. 2. you can click Apply and Create Another. they might define other internal tasks that contribute to the overall execution of the contract. Search for and apply a contracts template. 6. you can create a deliverable and assign it to a negotiation. You can update a deliverable if needed or delete it altogether 4. Once the page refreshes. On the Create Header page.1 How do I create a deliverable and use it in a negotiation document? Businesses enter into contractual agreements with their trading partners and. If Oracle Procurement Contracts is implemented.Oracle Sourcing Help 2.

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

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

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

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

3. o o o Note: The graphical monitor is not available for sealed style negotiations until they are unlocked. click Full List. click the negotiation number link. Only buyers can view the graphical monitor in blind style negotiations.3. o To view the information about the negotiation such as item information. Page 107/209 . To view messages sent to you from suppliers (if any) click the number link under the Unread Messages column. To view the graphical monitor of a negotiation. 4.4 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. 2. perform a simple or advanced search to locate the negotiation whose responses you want to compare. click the graph icon to the right of the negotiation. 3.Oracle Sourcing Help 2. On the Analyze Line page. response controls or invitation list. click the number link in the Responses column. From the Negotiations Home page.Price/Score by Time or Price by Score. All participants can view the graphical monitor in open style negotiations. select the negotiation and click the Graphic Monitor icon. Select the line(s) whose responses you wish to inspect and choose the type of monitor you wish to view . 2. To use Your Negotiations at a Glance: Under the Your Negotiations at a Glance area of the Negotiations Home page. To view information on responses.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. identify the negotiation you wish to view. Note that the table displays only a limited number of entries. To perform a side-by-side analysis on all responses to the line. To compare negotiation attribute values for competing responses: 1. select the responses you wish to compare and click Compare. Select a negotiation item. To view a complete list of your negotiations. You can easily compare the negotiation attribute values for these competing responses. From the Search Results display. you may receive responses from multiple suppliers. then click View Monitor. 5. select the line and click Analyze.

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

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

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

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

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

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

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

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

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

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

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

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

3. For example. 2. you may wish to simply cancel the negotiation. click Full List. select the Close Early option from the Actions menu and click Go. This note is included in the notification that will be sent. In any of these cases. click the negotiation number for the negotiation you wish to cancel. select the Cancel RFQ/Cancel Auction option from the Actions menu and click Go. Page 120/209 .17 How do I create an amendment to a negotiation? After publishing a negotiation.Oracle Sourcing Help 2. 2. Click Apply. If you do not see the negotiation. The system notifies all the invitees and participants of the cancellation. To close your negotiation early: 1. This update is called an amendment.15 How do I close a negotiation before its scheduled close date and time? You can close a negotiation early only if you set your response controls to allow a manual close. If desired. Amendments can be created anytime after the preview date/time (or open date/time. 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.3. 4. Click Apply.3. 5. the responses to your negotiation do not meet your needs. enter the new date and time you want to close the negotiation or choose to close it immediately. 2. On the negotiation summary page. if no preview date/time was specified) and before the close date/time. you can enter a text note to participants explaining why you are canceling the negotiation. 2. enter a note to your suppliers. Note that you cannot manually close an auction after its first AutoExtension has been triggered. On the Close Early page. Also the line requirements have changed. or the items are no longer needed. click the negotiation number for the negotiation you wish to close. On the Cancel page. the buyer can update information defined in the document if necessary. Under the Your Negotiations at a Glance section of the Negotiations Home page. there may have been too few responses. Under the Your Negotiations at a Glance section of the Negotiations Home page. or the terms of the responses are not acceptable.3. 3. 4. On the negotiation summary page.16 How do I cancel a negotiation? Sometimes. 1.

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

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

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

4. Additionally. You can divide an individual line among multiple suppliers.4 Awarding Negotiations 2. Note: You will always be able to unlock and unseal an RFQ/auction you have created.Oracle Sourcing Help 2. The resulting page shows details about the response. 2. select Unlock from the Actions menu and click Go. From the Your Negotiations at a Glance section of the Negotiations Home page. you can make your award decisions. 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). On the negotiations summary page. 2.4. 2. To see details about a particular response. You can accept and use the decisions generated by the AutoAward feature.1 How do I view the responses I have received? 1. Page 124/209 .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. There is an entry for each supplier who has placed a quote/bid in the negotiation. click the number link in the Quote/Bid column. other users from your company who have the appropriate function security can also unlock and unseal your RFQ/auction. On the Confirmation page. select View Quote/Bid History from the Actions menu and click Go. 3.4. To unlock and unseal an RFQ/auction: 1. The Quote/Bid History page displays the responses the negotiation has received. Select Unseal from the Actions menu and click Go. 3. You can award an individual line to a single supplier." 4. click the negotiation number link of the negotiation you wish to see. 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). In addition.4. click "Return to Negotiation Summary. On the negotiation summary page. 2.3 What are the different methods I can use when performing awards? Once you have closed your negotiation and analyzed the responses you received. An RFQ/auction can only be unlocked and unsealed after it is closed. Close the negotiation if it is still open. In addition. an RFQ/auction cannot be awarded until it is unlocked.

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

Oracle Sourcing Help Page 126/209 .

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

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

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

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

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

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

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

In most cases when specifying a search value.5 2. Searches are conducted using a search criteria and one of that criteria's search value. Once the negotiation is closed for responses. you are sent a notification requesting your acceptance as well.13 What is contract binding? If Oracle Procurement Contracts is implemented. you can use the wild card (%) as necessary The search process varies depending on what you are searching for. 2.Oracle Sourcing Help 2. This option uses Workflow notifications to obtain signatures online. A notification is sent to the supplier requesting a signature to indicate acceptance after the purchase order is approved by any internal approvers. If you require acceptance. you have the choice of four levels: None No acceptance is required. Document or Shipment Supplier can accept the document or individual lines. 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. If the supplier accepts the document. use the search tips below. 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.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 require that the supplier sign and accept the document. Document Only Suppliers are required to accept the entire document. Page 137/209 . You can optionally indicate whether acceptance is required for the resulting purchase order document. or finding reusable invitation lists to apply when creating a negotiation. Document and Signature You and the supplier must sign the document to indicate acceptance. it is ready for execution. To save time and perform accurate searches.5.4. you can award business to selected suppliers and subsequently initiate the purchase order/contract creation. Once both you and the supplier have accepted the purchase document.

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

Click the Number link to go to the negotiation summary page where you can see information on the negotiation.3 Searching for draft negotiations You can have draft negotiations which you and/or a group of collaborators are preparing for submission at some time in the future. and click Go.1. select a search type from the menu. 2. and proximity to open date (specified as the number of days outstanding). 5. approved or new). Scroll through the Results display until you see the target draft. Select the draft and continue processing. Click Edit to update the draft. To search for and manage a draft negotiation: 1.1.4 Searching for suppliers: When creating a negotiation. for example. You can also search the Approved Supplier list for suppliers of a particular status (for example. click Go. 2.Oracle Sourcing Help When entering values. negotiation title. Enter your search values.5. You can search on negotiation number. You can identify the suppliers you wish to notify by searching information in the Approved Supplier List. You can search both the Approved Supplier List and the Supplier Master at the same time. you can send invitation notifications to particular suppliers inviting them to participate in the negotiation. If the draft is locked. Click the Manage quick link under Drafts on the Negotiations Home page. Click "Responses" to go to the negotiation History page where you can see information on current responses. Click Review and Submit to publish the draft. click Unlock to access it. minority-owned or small business. You can search the Supplier Master to identify suppliers who meet certain criteria. o You can search the Approved Supplier List to identify suppliers who sell a particular item or commodity. On the Manage Draft Negotiations page. 2. Scroll through the Results: Negotiations display until you find the correct negotiation. 4. You can use % as a wild card value 3. When you are finished. 2. You will also search for suppliers to add them to reusable invitation lists and/or negotiation templates. as well as information provided by the supplier company itself.5. negotiation creator. you can use % as a wildcard. o o On the Search and Select: Suppliers page Page 139/209 . the Supplier Master.

The category value defaults according to the item you select. Scroll through the Search Results display and select the correct category. Click the flashlight next to the Item field. 3. Select the type of search from the drop down menu. Click the Select button or the Quick Select icon. you can search and specify a category value but cannot specify an item value. With amount-based items. On the Search and Select: Category page. You are returned to the negotiation creation page with the item value entered and the Category value entered to the category for the item you selected. You are returned to the create page with the category value inserted in the Category field. 2. click Show Approved Supplier List Criteria and select the attribute values by which you wish to search. and click Go. enter a full or partial supplier name. How you search depends on whether the line type for your item is amount-based or goods-based. enter appropriate search values search values.5. To search by Supplier Business Classifications. For goods-based items. Enter as many search values as are needed to efficiently qualify your supplier search.5 Searching for lines and categories While creating your negotiation. you can search by either the Category name or by words contained in the Category Description. 1. On the Search and Select: Inventory Item page. 1.Oracle Sourcing Help 1. 2.1. After you have entered your search values. click Search. you can search and specify an item value. 3. From the Results: Suppliers display. To search the Approved Supplier List Criteria. select the supplier(s) and click Invite. You must also specify the category to which the item belongs. 2. enter a search value for either the item name or a word in the item description. From the Search Results display. If you know the name of the supplier you wish to invite. click Show Business Classifications and select the attribute values by which you wish to search. 2. select the correct item and click Select. you must identify item(s) on which you wish to negotiate. Click Go. use the flashlight to search and select commodity or item. Click the flashlight icon next to the Category field. Page 140/209 . If you wish to see all suppliers who provide a particular commodity.

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

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

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

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.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. Page 144/209 .2.1) report for the items listed.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.2. Note the following when generating and evaluating report information: When entering a category search parameter.Oracle Sourcing Help 4. To run the Awarded Bids Detail report.1. the report reflects only the system-hosted catalog item categories. Section 4. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. you can generate a Savings by Item (Section 7. You can view the supporting awarded bid by clicking the Auction number or Bid number.2. Once you have generated a Savings by Category report. If Current Price is not available.1. Blanket Purchase Agreement. Any report displaying calculated amounts do not include any RFI amounts. To run the Savings by Category report. with the category with the highest productive award appearing first. see "How do I run the reports?" Note: For the Auction Outcome report parameter. select Standard Purchase Order. the report reflects only the system-hosted catalog item categories. The report is sorted by category. Amounts do not include lines where award quantity and award amount are unspecified.3. Amounts do not include lines where award quantity and award amount are unspedified. see. or All Outcomes. Any report displaying calculated amounts does not include any RFI amounts.1. savings is zero. 4.1.

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

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

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

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

Oracle Sourcing Help Amounts do not include lines where award quantity and award amount are unspecified. To run the Awarded Quotes report. Page 149/209 . see "How do I run the reports?" Note: For the Auction Outcome report parameter. Amounts do not include lines where award quantity and award amount are unspecified. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. You can view individual quote details by clicking the quote number.2. 4.4 What is the Awarded Quotes report? The Awarded Quotes report displays information about the selected RFQs that have been awarded in the system. Blanket Purchase Agreement. select Standard Purchase Order. or All Outcomes. Note the following when generating and evaluating report information: o o o o When entering a category search parameter. savings is zero. savings is zero. Any report displaying calculated amounts do not include any RFI amounts. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. the report reflects only the system-hosted catalog item categories. If Current Price is not available. If Current Price is not available.

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

To find open negotiations. 5. Simply clicking the link takes you to the page where you initiate the operation. you can Select the negotiation and click Respond to create a response. Click All Responses to view the responses to this negotiation.2 How do I use Quick Links? The Quick Links section of the Negotiations Home page provides easy. You can search by: Negotiation title. one-step access to your most commonly performed Oracle Sourcing tasks. Buyer Operations Creating negotiations Creating templates and reusable lists Managing draft negotiations Supplier Operations Responding to negotiations Monitoring active responses Managing draft responses Page 151/209 . Negotiation creator (contact). Click "Your Company's Responses" to see details of any current responses from suppliers at your company.Oracle Sourcing Help Note that the Your Active and Draft Negotiations section display only shows a limited number of your responses according to the time remaining. Line (negotiations for a particular item or service). Negotiation number. Event (negotiations associated with this sourcing event). Category (negotiations with lines in this category). Click "Unread Messages" to view any online discussion messages. Click the negotiation number link to view details of the negotiation. Select a search parameter. enter a value for the parameter. The table below shows some of the operations available Sourcing Buyers and Sourcing Suppliers by using Quick Links.1. To search for open negotiations in which to participate: You can access any open negotiation even if you were not specifically invited. use the Search Negotiations fields at the top of the page. click Full List. 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. and click Go. To see all the active and draft responses for your company.

Attachments can be viewed by clicking the paperclip icon. The Notes and Attachments section displays any text messages from the buyer and any attached files.2. 2. The Negotiation Summary page displays all the current information for this negotiation. Find a negotiation in which to participate (See Section 2. Submit your response (bid.1. shipping and billing information. use the Search Negotiations fields to access the Active Negotiations page.1 “How do I monitor negotiations to which I've responded”). Under Open Invitations. you can view information on the item attributes by clicking the "View" link under the Details column. detailed item information. Page 152/209 . To respond to a negotiation you must: 1. Click the negotiation number to access the Negotiation Summary page.4. If the item has attributes.4 How do I view the details of a negotiation before placing a response? 1. or price breaks associated with it.1 “How do I access negotiations”). (See section 5.Oracle Sourcing Help Creating and managing sourcing events Updating profile information Viewing award decisions Updating profile information 5. Alternatively. Monitor the action in the negotiation in which you are participating.3 How do I respond to a negotiation? Suppliers can respond to public negotiations and private negotiations to which they have been invited. 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. or quote). 2. (See Section 5.1. the response controls. price elements. 3. click the negotiation number to access the Negotiation Summary page for the negotiation in which you are interested.6 “How do I submit a response online”).1. This includes such information as the time the negotiation. pricing. 5.

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

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

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

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

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

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

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

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

the bidder may wish to halt the proxy bidding to update bid information.1.12 What is power bid? Power bid allows you to expedite your rebidding when you have bid on several items in the same auction. Cancelling proxy bidding In most cases. 5. For example. To cancel proxy bidding. click Create Bid. you can monitor its progress by locating the negotiation number under Your Active and Draft Responses section of the Negotiations Home page. there may be certain instances in which the bidder needs to end proxy bidding early.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. Or in a multiattribute weighted negotiation. 2. To view the details of your current bid. this happens when the bidder needs to update bid information. 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. 1. the bidder may wish to update the non-price related information to improve the price to total score ratio. However. 3. Power bidding cannot be used if any of the auction items contain price elements. it can be allowed to run to conclusion. When you use power bid. proxy bidding in suspended. the promise date offered by the bidder may need to be updated due to unforeseen situations at the time the proxy was begun. Once enabled. The Cancel Proxy Bidding page redisplays without the line item(s) for which you just disabled proxy bidding (you can choose to retain proxy bidding on some line items but not others) 4. the system will continue to rebid at lower prices until the bidder's minimum bid price is reached. Click Create Bid to create a new bid. The Cancel Proxy Bidding page shows all line items for which you have proxy bidding enabled. once proxy bidding has been initiated. On the Rebid page. At this point. To continue placing a new bid. In both these cases. and click Cancel All Proxies. Page 161/209 . click Cancel Proxy at the bottom of the page.Oracle Sourcing Help 5. Once you have placed a bid using proxy bidding. When the Rebid page appears. Usually. The bidder specifies the amount of the price decrement (expressed as a percentage or a flat price reduction) and the minimum price to offer. Select the items for which you wish to disable proxy bidding. click the Response number link.1.

To download a spreadsheet and prepare your bid or quote offline: 1. Your bid prices so not take effect until you click Submit Bid. click Submit Bid and review the details of your bid.25. for example. You can then enter a new power bid percentage and click Go to revise your power bid. 5. Access the auction on which you want to rebid. 2. your bid status does not change yet. Navigate back to the Quote/Bid by Spreadsheet page. Page 162/209 . From the negotiation summary page. When you are satisfied with your power bid prices. enter the power bid percentage by which you want to decrease each of your bids in the auction. On the Quote/Bid by Spreadsheet page. click the negotiation number and review the negotiation's details and lines. As you prepare to respond. Save the file.13 How do I download a spreadsheet and respond offline? Importing your responses using a spreadsheet is helpful if there are many lines in a large negotiation. Click Recalculate to preview your power bid prices. even if your new bid price exceeds the current best bid for any auction item. then click History to review responses. click Clear Changes. Save the spreadsheet file to a convenient location. 4. 3. Enter numbers. 6. 3. Bulk loading is also useful if you respond to similar negotiations that occur repeatedly. 2. You can download an Excel spreadsheet or a text spreadsheet. Because you are only previewing your power bids. 4. On the Create Bid page. If you want to return to your original bid prices. 7. select Create Quote/Bid from the Action menu and click Go. You can create the spreadsheet once and then make only the modifications necessary for a particular negotiation. select the type of file(s) you wish to download. Open the spreadsheet file and complete according to the instructions in the Read Me file included in the zip. 5. After you have located a negotiation on which to bid.Oracle Sourcing Help To use power bid: 1. 5. you may want to look at responses that have already been submitted (not viewable in blind or sealed auctions or in RFQs). Access the open negotiation to which you wish to respond.1. The recalculated price appears in the Price field.

On the Review Quote/Bid page. or the buyer may decide to change negotiation criteria such as terms and conditions. Click Submit. Click Import. 8. If the buyer has updated an item for the new round. click Submit. Quote/Bid controls. 5. If the item is unchanged from the previous round. If correct. The Bid Confirmation/Quote Confirmation page displays your bid number. you can continue placing your re Page 163/209 . Once the buyer has published the updated RFQ/Auction. 2.1. or the invitation lists. The Multi-Round Modifications Summary page shows you negotiation information that has been updated since the previous round. After you have analyzed the updated negotiation information. 3. click Create Quote/Bid. 4. On the negotiation Details page. Once you have displayed the new negotiation. you will need to respond to that item again. If the negotiation is an RFQ. Verify the details of your quote or bid. Access the negotiation on which you wish to rebid. use your Back button. On the Rebid/Requote page. There are several reasons why this might happen. The system will validate the response information you entered in your spreadsheet. your prior response is carried over to the new round. 5.14 How do I rebid on an RFQ or auction? 1. notifications are sent to the original and any newly added participants. you can respond with your new Quote/Bid. check your response information. Click the response link to access the Details page. If you need to make changes. 9.15 How do I respond to a negotiation that has gone to an additional round of responding? A buyer can decide to close an active negotiation and restart it. the initial round might have been simply for information gathering purposes.1. you can easily identify the updated information by clicking View New Round Summary. enter your new bid information and click Continue. Browse to the location where you saved your spreadsheet file. After you have located the negotiation in which you wish to participate.Oracle Sourcing Help 7. You respond to a second-round negotiation the same way as to the initial negotiation.

2. When you respond to such a negotiation. then continue entering your response. Once you have acknowledged all the amendments. the buyer may need to update some of the information defined in the sourcing document. click Cancel. If you placed a response before the amendment was made. 6. If you do not accept the negotiation's terms and conditions. You are informed that the negotiation has amendments and are prompted to acknowledge them. If there are multiple amendments. You will not be allowed to enter a response in the negotiation. Click Yes.Oracle Sourcing Help 5.17 How do I respond to an amendment to a sourcing document? After publishing a negotiation. To be eligible for an award decision. you must review and acknowledge each one. click the checkbox and then click Acknowledge. 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. review the document information. click Accept.1. Review the negotiation's terms and conditions. you must have reviewed all the amendments and placed a response to the latest one. Page 164/209 .1. Select the negotiation and click Respond. 1. 5. these terms and conditions are presented before you enter the details of your response. Once a document has been amended. On the Acknowledge Amendment page. you will only be able to respond to the amended version. you can continue to respond to the negotiation normally. 4.16 Why would a negotiation have special terms and conditions? Your buying company can include customized terms and conditions that govern its negotiations. 3. Such updates are called amendments. Search for the negotiation. To respond to a negotiation that was amended after your first response: 1. you must review and acknowledge the amendments and place a new response. 5.

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

Oracle Sourcing Help

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

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

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

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

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

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

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

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

5.2.3

How do I track the status of my responses?

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

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

5.2.4

What information is contained on the Disqualified Responses page?

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

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5.2.5

What information is contained on the Awarded Items page?

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

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

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

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

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

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

Contract terms are displayed in the Contract Terms section of the page. You can toggle between the current version and its prior version using the buttons. Click the suffixed number links to see the different versions of the sourcing document. 6. Review the information. On the Acknowledge Amendment page. you can place a new response on the negotiation. You are presented any additional amendments. Page 175/209 . If you placed a response before the amendment was made. Click Acknowledge Amendment. Click "View Amendment History" to see the changes made to the original negotiation. The Amendment History page has entries for the original negotiation and any subsequently amended versions. Click Acknowledge.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. The negotiation summary page shows the original version of the negotiation.2. To be considered for an award decision. Click the negotiation number link to view the original negotiation and its updates. 9. Once you have acknowledged all the amendments. 3. Deliverables are part of the contract terms the buyer may have defined and are typically additional pieces of documentation that must be provided by the supplier. The currently active version has the highest number and is the first entry in the table. If Oracle Procurement Contracts is implemented by the buying organization.Oracle Sourcing Help To respond to a negotiation that was amended after your first response: 1. which you must review and acknowledge. you are presented the first amendment. This includes responses to any contract terms the buyer has defined. or click the Review Changes icon to see what information changed between a version and its prior version. and then click the checkbox acknowledging you have reviewed the amendment. The amended versions are suffixed with an incrementing counter. you must acknowledge that you have viewed the amendment and placed a new response 7. 8. 5. 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. The Review Changes page identifies the information that has changed. 4. there may be deliverables to which you must respond. You use the Create Response page to enter your response to the buyer's 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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and (for bulk load jobs only) the job number. Total Agreement Amount Page 180/209 . the connection. or other feature. or multibyte languages (such as Chinese). the steps you performed that led to the problem. 6. Your system administrator controls function security by creating a Responsibility consisting of different functions. If you still cannot determine the cause of an error or failure. some browsers will not upload files or browse directories whose names contain language-specific marks such as accents or umlauts. links.Oracle Sourcing Help 6. try placing the file in a WinZip file to reduce the file size or using a faster connection to the system.6 What if I have problems uploading files? Check the online Help about errors or failures. you should contact your system administrator to request additional function assignments. Note: Depending on how the system is set up. 6. may time out before the system receives the file. Then contact your system administrator. Agreement Start Date/Agreement End Date The period during which the blanket purchase agreement is effective. task bar option.5 Whom should I contact about technical difficulties? If you experience technical difficulties with this system you should contact your system administrator. Function security means that features can be used only by users who are allowed access to the features. or task bar options? All system features are controlled by function security and your userid. If you receive a Task Access Restriction message.1.1. buttons.2 Glossary A Agreement Terms (Blanket Purchase Agreement only) Agreement terms are optional. or if your upload does not complete.1. link.4 Why can't I access some pages. Users who are associated with this responsibility can access and perform specific features. button. note the error text if any. 6. and apply only when you have selected "blanket purchase agreement" as the auction outcome. particularly for large files. If you are using a slow dial-up connection. Your Sourcing responsibility assignments determine which features you can use. or if you cannot view or access a specific page. If the feature in which you are uploading allows.

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

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

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

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

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

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

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

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

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

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

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. you can apply that price element list to any negotiations (RFQs or auctions) containing items to which those price elements are applicable. A number between 0 and 100 assigned to each acceptable Quote/Bid response. one unique feature of an RFI is that buyers can choose to define negotiation line items without price and quantity and specify lists of criteria to which suppliers must respond. The 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.Oracle Sourcing Help price element list. RFIs are used more for gathering information on goods and service provided by a supplier than to lock in particular price information. The process may go through multiple rounds of negotiations and quote before completion. after which the buyer is not committed to any future purchases. Page 191/209 . RFIs can be taken to multiple rounds until the buyer has enough information to identify supplier(s) with which to deal. Once suppliers have submitted an initial round of quotes. S Score (In Multi-Attribute Weighted Scoring only). Therefore. 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. At the conclusion of the RFI cycle. the buyer has the power to fine-tune the RFQ and initiate detailed negotiations as necessary. RFx Currency See Negotiation Currency. RFI (Request for Information) RFI's are used to qualify suppliers and their goods and services for subsequent procurement activities. The score is multiplied by the weight assigned to the attribute to calculate the weighted score for the attribute.

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

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

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

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. Oracle neither evaluates nor makes any representations regarding the accessibility of these Web sites.4 Product Integration and Licensing This documentation includes information about many features of Oracle Applications other than this product. may not always correctly read the code examples in this document.3 Documentation Accessibility Our goal is to make Oracle products. The conventions for writing code require that closing braces should appear on an otherwise empty line. our documentation includes features that make information available to users of assistive technology.com/accessibility/.3.3.1 Accessibility of Code Examples in Documentation JAWS. 6. however. with good usability. To that end. and supporting documentation accessible. services. 6. 6. and contains markup to facilitate access by the disabled community. to the disabled community.Oracle Sourcing Help 6. a Windows screen reader. These other Oracle Applications may require separate licenses. Standards will continue to evolve over time. JAWS may not always read a line of text that consists solely of a bracket or brace. and must be fully installed to take advantage of their features. For additional information. This documentation is available in HTML format. visit the Oracle Accessibility Program Web site at: http://www.2 Accessibility of Links to External Web Sites in Documentation This documentation may contain links to Web sites of other companies or organizations that Oracle does not own or control. Page 195/209 .oracle.

Oracle Sourcing Help 7.1.1 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). Inc. If Current Price is not available. savings is zero.1.3. Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity.1 «How do I run the reports?" Notes: Note the following when generating and evaluating report information o o o Any report displaying calculated amounts does not include any RFI amounts. see Section 4. Copyright 2000 Three D Graphics. as well as the total amount awarded to this supplier.type (bid or quote). Amounts do not include lines where award quantity and award amount are unspedified. 7. Page 196/209 .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. the report shows the total amount generated by each sourcing transaction. Inc. You can sort the report by clicking on the any of the underlined column headings To run the Awards by Supplier report. Appendix 7. For each supplier.

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

Buyer cannot create inactive lists . Note the following when generating and evaluating report information: o o o o When entering a category search parameter. click either Create Header Attribute List or Create Line Attribute List . 7. Any report displaying calculated amounts do not include any RFI amounts.1. 2. If you include an attribute list in a negotiation template. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity.4 What is the Awarded Quotes report? The Awarded Quotes report displays information about the selected RFQs that have been awarded in the system.2 Reusable Attribute Lists 7. You can view individual quote details by clicking the quote number. Attribute lists are named groups of line attributes (line characteristics) that applies to a line in a negotiation. 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). savings is zero. If Current Price is not available. Click "Attribute" under the Reusable Lists area of Quick Links on the Negotiations Home page . Blanket Purchase Agreement. select Standard Purchase Order. the report reflects only the system-hosted catalog item categories. To create an attribute list: 1.Oracle Sourcing Help 7. On the Reusable Attribute Lists page. On the Create Header Atttribute List/Create Line Attribute List page. 3. or All Outcomes. Active lists are available for use by buyers during negotiation creation.2.1 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. Page 198/209 . To run the Awarded Quotes report. enter a name and description of your list and select a status. see "How do I run the reports?" Note: For the Auction Outcome report parameter. Amounts do not include lines where award quantity and award amount are unspedified.

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

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

The default is set 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 default address is defined in Oracle Purchasing. The possible values are defined in Oracle Payables. The default is set in Oracle Purchasing. The possible values for your operating unit are defined in Oracle Human Resources. o Total Agreement Amount The amount the buyer agrees to spend with the supplier over the course of the agreement. the precision for amounts is automatically governed by the standards defined by the ISO (International Organization for Standardization). You can select any of the addresses defined for your operating unit in Oracle Human Resources. FOB Page 201/209 . Agreement Terms If you select blanket purchase agreement as the negotiation outcome. The ISO standards are used automatically by Sourcing.Oracle Sourcing Help The number of decimal places allowed for per-unit prices entered in the RFx/Auction currency. While you can set the precision for unit-prices entered in a non-RFx/Auction currency when you define your currency list. Click the flashlight icon to browse for other addresses. *Ship-To Address Address to which the RFQ/Auction items will be shipped. nor does it apply to currency amounts such as Bid Total or the bid value of Fixed-Amount price elements. Carrier The freight carrier your supplier should use. use can use the following fields for additional information: o o Global Agreement Effective Start/Effective End Use the pop-up calendar to identify the start and end dates of the agreement. The possible values for your operating unit are defined in Oracle Inventory. Click the flashlight icon to browser for other addresses. The default address is set in Oracle Purchasing. Payment Terms The payment terms for your suppliers. o Minimum Release Amount *Billing Address Address to which your RFQ/Auction bills should be sent.

as well as blind RFQs. 2. Note to Bidders Add Attachment When you have finished entering your business terms and conditions. Freight Terms The freight terms for your supplier. Page 202/209 . The draft document is available from the Negotiations Home page. If the bid belongs to you. 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. or you can save the negotiation as a draft by clicking Save Draft. you see both for all bids. The possible values and the default are defined in Oracle Purchasing. Select the item whose performance you wish to see.Oracle Sourcing Help The FOB terms for your supplier. Holding the cursor over a bid displays its current price. you will see your name and price. you can use the monitor to graph the progress of the negotiation items and the responses they've received over time. Any time you are on a page on which the graphical monitor icon appears and is enabled. Additionally. if you are a respondent. Click on the monitor icon. A new window opens showing the current responses on the item you selected. all quotes/bids are displayed as dots. 7.5 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 the "Add Items" link to proceed to the next step. 3. your bid is enclosed in a rectangle. To use the Graphical Monitor: 1. if the bid does not belong to you. Click View Monitor. If you are the buyer. 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. you see only the price. The current winning Quote/Bid is enclosed in a circle.

the buyer may create a sourcing event to group together several related RFQs/auctions. the display begins at the time the negotiation was opened. You can also move directly to either the beginning or the end of the negotiation by clicking the appropriate small arrow icon. The display can be shown in minutes. 3.6 Why are some RFQs and auctions associated with a sourcing event? In some instances. Page 203/209 . Buyers can specify when they create the auction or RFQ how much they are willing to pay for these additional costs. The time values shown across the bottom of the display can help you determine the relative timing of different responses. and the display is automatically refreshed using the new increments. In addition. Though the RFQs or auctions grouped in a sourcing event are related. events enable suppliers to quickly locate and participate in multiple similar RFQ/Auctions. you must respond to each individually. You must be assigned the Create Price Elements job function to create price elements. 7. You apply this element list to your auction or RFQ.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.Oracle Sourcing Help By default. you can combine them into a price element list. The Sourcing Super User has this job function by default. or days. Select the increment you want from the drop down menu. hours. 7. Sourcing events help both buyers and suppliers monitor multiple RFQs/auctions as a group rather than individually. Once you create the appropriate price elements. To access an event: 1. Sourcing Buyers may also have been assigned this job function by the system administrator. then click Auctions or RFQ in the task bar directly below the tabs. Such costs could include services such as training or consulting. 2. These costs can then be negotiated between a buyer and supplier just like the item price. or discrete costs such as shipping fees. You can condense or expand the display by controlling its time display increments. rather than searching for them individually. Click View Event Negotiations to see details of the sourcing event. Select the event you want to view. Click the Negotiations tab. Click the "View All Events" link.

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

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

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

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

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

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

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