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

............9 How do buyers and suppliers communicate while a negotiation is in progress? ........ and how do I create and use them? ................................... 115 2........4 What are contract terms and conditions............... 107 2.. 117 Page 5/209 2..3..................................... 88 2...............2............10 Can I invite additional suppliers to a negotiation I've already created? .....5 How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line?......... 104 2...............1 How do I access negotiations? ....1.. 98 2..1..5 2................3..............8 How do I view the backing information for lines AutoCreated from Oracle Purchasing?............. 103 2.....................3 Monitoring Negotiations............3.................................1.......4....... 110 2...........6 ............. 84 What are Reusable Price Element Lists............................................ 84 2..................7 How do I analyze the responses I have received?..4.........................4....................5 How do I create a deliverable and use it in a negotiation document?.......1.....6 How do I download the responses I have received? ................................... 92 2.....3..............4 Additional Creation Topics ......................4.1....................................1........................................14 How do I initiate a new round of responding?.............3 How do I define services related lines?.....4............ 109 2........... 105 2.....................1..........3................. and how are they used? .....................................3..........................4.......3...1............3...Oracle Sourcing Help How do I use price elements? ...............................3 Are there any shortcuts available when creating a sourcing document? .2 Using Oracle Services Procurement and Oracle Procurement Contracts................. 102 2...............4......................................... 100 2............................... 88 2...........................1..........1. 96 2..........2 How do I monitor the negotiations I have created? ...................1..........3.3......................8 What are price breaks...................2 What is a sourcing event? ..................................................4.......4.......................................................................4........ 98 2..3............. 114 2....... 102 2............... 106 2........ 108 2...........................................................4 Can I create and save sourcing documents without submitting them? .... 100 2.... 103 2..........................................4.3.............6 How do I copy a sourcing document?........3.......1.........1........1 What are some negotiations strategies I can use? ...1 How do I create a deliverable and use it in a negotiation document?. 116 2...4.......................1.........................................................10 How do collaboration teams work? .............................. 105 2....9 What are amount based line types..................................................... 114 2......................................7 What are contract terms and conditions. 86 2.......4..12 How do I change my auction's AutoExtend settings while the auction is in progress?....................................... 106 2........... 97 2............................................................................2 What kind of services can I negotiate for?...............................2........................3 How do I respond on behalf of suppliers without Internet access?...2...............1............................................... 107 2................. and how do I use them?.......... and how do I use them?... 112 2...................3................... 99 2.........................3.......... and how do I use them in my negotiation?..... and how do I use them in my negotiation?...13 What is shortlisting and how do I use it? .. 95 2....4 What are Your Negotiations at a Glance?..............7 What are price breaks....................3.....11 How do I extend a negotiation that is in progress? ...............13 What are global agreements...................2. and how do I use them?... 96 2................ 91 2..........................3.12 How do security levels work? ......1...........1.............11 Who can participate as team members? ................... 93 2....

.. 122 2.................................1.........................................................................3........... 142 4...................................... 147 4...4.................. 133 2.................. My Profile .... 120 2........ 143 4............................................................2...........................................5 Searching............................1 What is the Awards by Supplier report? ......................1 How do I search for information on Oracle Sourcing? ......................... 145 4...................................2 What is the Savings by Category report?..............1.5......3........2.....1 How do I run reports? ........ 139 2... 137 2....7 How do I use a spreadsheet to award negotiation items?...1......1............ 131 2...1.........................3 Awarded Bids Detail report ........ 139 2............3.............................................................. 138 2.3 Searching for draft negotiations ........1 Searching for your negotiations in which you are participating: ..................4...........................2 How do I unlock and unseal a sealed RFQ or auction? ........4.............................................................................1.......4 How do I award business in an RFQ or auction?................4...........1.......... or auction? ...... 130 2....1............. 147 4.................5..... 120 2................................4 Searching for suppliers:..............4...........4. 144 4..... 135 2...........3.......................................1...... 138 2........1 What is Sourcing Intelligence? .........................19 How do I view the approval history for my negotiation? ........................................ 133 2..............................13 What is contract binding?...........20 How do I manage deliverables I have assigned to a negotiation?..........3.....................................................17 How do I create an amendment to a negotiation? ...... 127 2.........10 What information is contained on the Award Summary page? ...........................................................18 How do I print information on my negotiation? ........ RFQ.........4...............2........1.......... 124 2.........................6 How do I manually score header attributes? ............ 144 What is the Awarded Bids Detail report? ............................. 145 What is the Awarded Quotes report? ..............5......5.......... 140 2...............9 How do I disqualify responses I receive for an RFI......................... 121 2....................5. 124 2.. 129 2....................... 145 4..... 143 4......... 136 2.............5 Searching for lines and categories....11 Can I see information on my negotiations once I have completed awarding them? ..............................3........................................................ 137 2....................3................................2 Savings by Category report............4.............................................. 142 3...................... 120 2............................................ 143 4....4...............3 How do I export data to a spreadsheet? .. 143 4........ 141 3......4.............................4 Awarded Quotes report ...........1.....5...............................5..................................1 Introduction to Sourcing Intelligence.... 143 4.................2 Searching for all negotiations to which you have access:.......2.....4..........6 Searching for addresses:.......1.8 How do I allocate backing requisitions among awarded items? ................................15 .... 124 2...2.........7 Searching for lists....... 124 2................ 144 4....12 How do I generate a purchase order document? ..........1....................... 147 4............ Sourcing Buyer Intelligence Reports..................................1 Awards by Supplier report .1 How do I update my Sourcing personal options? .......5 How do I download the responses I have received? .............Oracle Sourcing Help How do I close a negotiation before its scheduled close date and time?. 123 2... 128 2..4............16 How do I cancel a negotiation?............................................................................................................................1............................. 137 2....4......1......5. 141 2........2 Intelligence Reports .......................................1 How do I view the responses I have received? .....4 Awarding Negotiations .................... 148 Page 6/209 2......3 What are the different methods I can use when performing awards? ..................................................2 What are the Sourcing Intelligence reports I can generate?.....................2.

.....2.....14 How do I rebid on an RFQ or auction? ..1....... 168 5...........................6 How do I submit a response online? ......1.............................................. 152 5..........12 What is power bid?............................................................ Help for Sourcing Suppliers...............6 What information is contained on the Rejected Items page?.7 How do buyers and suppliers communicate while a negotiation is in progress? .......1.............15 How do I respond to a negotiation that has gone to an additional round of responding?....1 What are the benefits of registering and participating in this system? ..................2 How do I use Quick Links?..................... 179 Page 7/209 .................. 175 5...................................... 163 5... 158 5............................................................. 162 5..................................................2. 167 5.... 178 6...............2..2 Monitoring Negotiations............................ 167 5.........................3 How do I respond to a negotiation? ....... Additional Information.1..................................1 How do I search for negotiations? ... 164 5................................................1...........................12 How do I respond to a service-related line?.............................................. 154 5......................................................................... 166 5................................3 Searching....................2.1.......1............1.......................1................13 How do I download a spreadsheet and respond offline?....................................5 How do I respond to a Request for Information (RFI)?...........................................1...............1.....8 How do I turn off proxy bidding? .................3 How do I track the status of my responses?.....2.............................3 What is a WinZip (or zip) file? .................Oracle Sourcing Help 4.......2.........17 How do I respond to an amendment to a sourcing document? .............11 How do I turn off proxy bidding? ................ 150 5......1..................1 Responding to Negotiations..................... 170 5.......... 167 5..... 163 5...............................................1 How do I access negotiations? ............................................... 158 5..........3... 149 5....................................................2...9 What is AutoRefresh? ............... 161 5.......1....................... 177 6..............................5 What information is contained on the Awarded Items page? .......10 What is proxy bidding and how does it work?.......................1........ 150 5.......2 Can international companies participate? ............2...............................................1..... 178 6............ 164 5.... 172 5..11 How do I respond to a deliverable defined to a negotiation?.. 179 6..................................................1..... 178 6.............................2.......................... 150 5..................................................... 148 4....19 How do I respond to a service-related line?..........3 What is the Awarded Bids Detail report? ........................................ 165 5....... 169 5.......................2..........................................................................7 How do I view the attachments associated with the negotiation to which I am responding? ...................9 How do I print information on my negotiation? ..... 174 5............ 159 5.4 What information is contained on the Disqualified Responses page? ..................... 170 5.....................2....1 Additional Topics ..................... 153 5..............................1.................2 How do I use Quick Links?.. 173 5........................................... 167 5. 159 5...8 How do I use item attributes and price elements when responding to a negotiation? .....2...............................16 Why would a negotiation have special terms and conditions? .......1............1.......1................1................................................ 161 5...................1 How do I monitor negotiations to which I've responded? .........1....................10 How do I respond to an amendment to a sourcing document? .............................................18 How do I respond to a deliverable defined to a negotiation?.........................................................................2............... 176 5... 152 5.................2......... 151 5........ 177 5...................4 What is the Awarded Quotes report? ..4 How do I view the details of a negotiation before placing a response? ...

................1......7 What are reusable price elements and how do I create them? ...........................................2................. 205 7............................................................... links.........................................................................9.......................1............................. 207 Value Sets for Variables...... 204 7........ 195 6......................5 Whom should I contact about technical difficulties?..................... 195 7......1 What are the Awards by Supplier report? ..................................................... 195 6.............1 About the Contract Terms Library..................1. 205 Standard Clauses .................................................. 203 7............................................................................................4 Why can't I access some pages...................4 Product Integration and Licensing.................9 About Contract Templates ................... 203 7...........................................................................................................1...................... 197 7........1 How do I create an attribute list? ..... 199 7............. 206 System-Defined Variables ....... 205 Non-Standard Clauses.................................................................................................... 195 6................. 197 7... 202 7.........................................1.......................................... 200 7.......................................... 206 Table Variables ........................................................................................8 Can suppliers communicate with each other while a negotiation is in process? ......................... 207 Deliverable Variables.......9.................... 205 7......3................. 206 7............. 199 7.....1 What are the Sourcing Intelligence reports I can generate?..9.............. 198 7.. 196 7....... 208 7.............1 About Clauses ............................. 198 7...........4 What is the Awarded Quotes report? .......................1..1.......2 Accessibility of Links to External Web Sites in Documentation..................3 About Deliverables. 180 6.....................Oracle Sourcing Help 6...........................2 What is the Savings by Item report? .............. 208 Page 8/209 .................1 Accessibility of Code Examples in Documentation .....................3 What are score settings and how do I use them with header attributes? .................. 180 6.. 196 7..................................................................................... buttons......................1.........................6 What if I have problems uploading files? ................ 198 7.3............. 207 User-Defined Variables...... Appendix .....9............................................................................. 207 Variable Identification ....1 What are header attributes and how do I use them?....................................................................2 Reusable Attribute Lists ......... 180 6......... 196 7.3............................. or task bar options? .........................................6 Why are some RFQs and auctions associated with a sourcing event? ..................3 What is the Awarded Bids Detail report? ...................3 Documentation Accessibility ............................................................... 180 6................................................5 How do I use the Graphical Monitor to view responses to items in my negotiation?..........................4 How do I enter business terms and conditions for my RFxs and auctions? ...................................................2 About Variables .....................................2 Glossary...................................................................................

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

To monitor the negotiations in which you are participating. Sourcing Buyers (along with the Sourcing Super User). click the Preferences link at the top of the page. You must meet the following hardware and software requirements: Page 10/209 . among others. can invite you to register with the system. view the Open Invitations section of the Negotiations Home page. 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. To respond to a negotiation. Getting Started for the Sourcing Super User If you are the Oracle Sourcing Super User. check the Your Active and Draft Responses section. price elements. invitation lists. You can enter many different personal options such as your language. you must ensure that your supplier companies are defined to your purchasing system. and password. you can start participating in negotiations. To edit your personal information . date format. Use the Search Negotiations fields to search for a particular negotiation. Once you receive a registration invitation and have registered and been approved. click the negotiation number. You must honor the contracts and commitments you make to other participants.Oracle Sourcing Help Getting Started for Suppliers Oracle Sourcing Suppliers can use the product functionality to quickly locate and respond to negotiations. 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. Many setup tasks were probably performed during implementation. you are responsible for setting up and maintaining your company's system.1.2 What is required of me to participate? If you are a buyer. 1. You can also click "Edit" link in the Profile section of Quick Links update contact information such as your name and email address. and their contacts are registered with Oracle Sourcing.

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

and buyer's auctions. Common Functionality All sourcing document types have the following common functionality to simplify the negotiation creation process: Reusable Attribute Lists (See Appendix 7.3.1. enabling them to efficiently obtain the best possible prices for goods and services.4.1. The four different types of sourcing documents available .4 “How do I create and edit a reusable invitation list”) Sourcing Template (See Section 2.1 What is Oracle Sourcing? Oracle Sourcing offers flexible negotiation capabilities to buyers and sellers.1 Frequently Asked Questions: Oracle Sourcing 1.2. Page 12/209 . who might never meet face-to-face.2. “How do I create and edit negotiation templates?”) and Copy features (See Section 2.2.1. Buyers use real-time interaction to obtain information on suppliers' products and services.1.requests for quotations (RFQs).Oracle Sourcing Help 1.1.6 “How do I copy a sourcing document”) Multiple Currency support (See Section 2.2. Buyers and sellers. but on lead times.2 Getting Started with Oracle Sourcing 1. can bypass intermediaries and establish relationships that might not have been possible using more traditional methods of buying and selling.7 “Can I accept responses in multiple currencies”) Multiple Language support Notes and Attachments (See Chapter 6.2. requests for information (RFIs). Buyers can use the information obtained to subsequently conduct an RFQ or buyer's auction.1.2 “Glossary”) Terms and Conditions enforcement (See Section 5. quantity. Prices are established based on actual supply and demand at the time the negotiation is transacted.16 “Why would a negotiation have special terms and conditions?”) RFIs Oracle Sourcing allows buyers to qualify a wide group of suppliers and their products and services using RFIs.1. and then use that information to create negotiations that drive prices based not only on price.1 “How do I create an attribute list?”) Reusable Invitation Lists (See Section 2. and item-specific attributes.

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

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 .

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

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

11) an RFQ or close an RFQ earlier Early Close (See Section than the 2.4.2. Page 17/209 .1.10) Price Elements Attribute Based Bidding (See Section (See Section 5.10) Bidding (See Power Bidding (See Section 5.1. item information.8) Section 5.2) Information obtained during the RFI can be used to create a new negotiation document.1.1.1. Bids buyer.7) 1.7) 2. Convert to negotiation document (See Section 2. submit Other Proxy Bidding (See Attribute Based Section 5.8) RFIs use item attributes to solicit item information from suppliers.Oracle Sourcing Help Attribute Based Bidding (See Section 5.11) Buyers can Manual Extend (See manually extend Section 2. Multiple Quotes The RFQ business process allows suppliers to submit a single quote per round. Manual Extend/Early Close (See Sections 2.1.3.1.4.8) Extend/Early Close (See AutoExtend (See Section Section 2.1.11) Price Breaks (See Section Price Breaks (See Section 2.1.1.3 What time saving functions are available to me when creating negotiations? There are many ways you can streamline the creation of sourcing documents: Copying an existing document You can copy documents that you.4.3.11/2.15) Buyers can manually extend an RFI or close an RFI earlier than the scheduled close date.1.1.8) 5.11) 2. Decrement/Increment (See Section 2.4. or any other users in your organization.8) Price Elements (See Manual Section 5. and invitation list are copied into a new document which you can edit if necessary. have previously created.4.15) scheduled close Minimum Bid date.1. terms and conditions. The details of the document such as the controls. Multiple If allowed by bidders may multiple bids.4.1.

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

you can click "Continue editing your draft. 1.2. quantity. called item attributes. these lists are shared across all document types and can be accessed by the buyer as required. in essence "answering" the buyer's question.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. you can click "Manage Draft Negotiations" to access the Manage Draft Negotiations page.2. 1. 1. How do I continue working on it? You can continue working on a document saved as a draft by After clicking Save Draft. You are granted exclusive control until you release it. these attributes can be either required." Alternatively.1.2. The document is released when Page 19/209 .5 Are reusable invitation lists and reusable attribute lists shared across all three negotiation types? Yes. Item attributes and their responses comprise the heart of the RFI process.7 I just saved a negotiation as a draft document. 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. Suppliers reply to the item attribute.1. 1. These attributes represent important aspects of the item for which the buyers need information from their suppliers. buyers define attributes for negotiation items.2. that allow bidders/suppliers not only to respond to the price. you see the Confirmation page.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.2. optional. or display only.6 What is attribute based negotiation and how can I use it? Attribute based negotiations enable buyers to define multiple item-specific characteristics. and delivery. When creating an RFI. From this page you can access and edit any of your draft negotiations. ensuring that only one user can work on a draft at any time.Oracle Sourcing Help 1. Depending on the setting chosen during the negotiation creation.1.1. From this page. but also to other features salient to each item. Buyers can efficiently create and award RFQs and auctions while suppliers can also use this functionality to assist in bidding in auctions or submitting quotes for RFQs.1.

You submit it (the draft becomes a valid negotiation in the system). However.1. You can save an negotiation as a draft as soon as you get to Step 2. (The original creator can always unlock a draft. the system automatically updates the status of the previous round to Round Completed. Negotiations lines entered directly in Oracle Sourcing can include item numbers and item revisions if the item information was retrieved from the Item Master. 1. you are not required to enter any information.) 1.2.11 Why do some items in my negotiation have item numbers and others do not? Item numbers and item revisions appear if the negotiation item is AutoCreated from a requisition line having an item from the item master. you can delete the draft for the new round from the Manage Draft Negotiations page. can I award business to quotes/bids from the previous round? Once you save a new round of Quoting/Bidding.1. can unlock draft auctions/RFQ which were locked by other users.10 If I have saved a draft of a new Quoting/Bidding round. such as the Sourcing Super User.12 I know I can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing. making it available for award.) Another user removes the lock.1. Each has its own benefits: Page 20/209 . The draft creator selects the draft and clicks Unlock on the Manage Draft Negotiations page. 1.2. If you wish to create a draft for a new round.1. What are the differences? You can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing. You delete it from the Manage Draft Negotiations page.2.2. 1. The system automatically updates the status of the previous round to Closed. It is removed from the system. (Users with the appropriate function security. Negotiations with Round Completed are not available for awarding.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.Oracle Sourcing Help You save it. The information from the previous round is enough to save a draft.

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

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

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

2.1. 3. 1.2. 1. Invitations are automatically sent to each supplier.Oracle Sourcing Help To register a user yourself: Anyone with the Sourcing Super User authorization. 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.1. From the Portal page. enter the required information. 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. a buyer with the appropriate authorization can add the company to your Supplier Master). Select the applications to which the user will have access.19 How can I invite suppliers to participate in my negotiation? You can invite suppliers to participate in your negotiation by selecting them from the Supplier Master or by applying predefined invitation lists. Event Recipient Purpose To inform them that the negotiation is open for previewing or bidding To invite them to acknowledge intent.20 What is the purpose of notifications? Who receives them and when? Notifications are used to communicate specific events to users. Click Register. On the Register an External User page." 2. acknowledge intent. click "Register a Supplier User. You receive a confirmation that the new user has been registered. Search for and select the supplier company name by using the flashlight icon (if the supplier company information does not exist within the system. can directly register and approve users.

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

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

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

RFQs typically consist of multiple rounds with competition focused on whether supplier(s) can meet the specific requirements. 4.3. suppliers are immediately notified of the results via online notifications.2 “How do I monitor the negotiations I have created”).1.1. Steps in the RFQ process include: 1. RFQ Capabilities RFQ templates (See Section 2.1 “How do I create a new negotiation”).1 “How do I create an attribute list”). The RFQ process usually lasts days or weeks through multiple rounds of negotiations.5.1. Suppliers cannot view competing quotes while the negotiation is in progress.2.4.4 “How do I create and edit a reusable invitation list”). RFQ creation (See Section 2. 2. RFQ monitoring (See Section 2. RFQs enable buyers to collect quotes from suppliers for complex and hard-to-define items or services. Buyers initiate RFQs that may include multiple line items by publishing the RFQ and inviting suppliers.3 “How do I create and edit negotiation templates”). 3.1.Oracle Sourcing Help 1.1. RFQs supports both blind and sealed RFQs. Once the RFQ is completed. RFQ is typically used for complex items or services such as made-to-order manufacturing items or construction projects. Page 28/209 . The suppliers' responses to the RFQ allow the buyer to compare quotes and negotiate the best price and specifications for the good or service. Buyers analyze the quotes and either award the RFQs or modify the RFQs and open them for another round of quoting.2.Buyers can monitor real-time quote activity and take appropriate action.2. buyers can review quotes and award the RFQ or submit a modified RFQ for another round of quoting. Once suppliers have submitted an initial round of quotes.5 “How do I use price elements”). Price elements (See Section 2.Suppliers view the RFQ details and submit their quotes online. RFQ modification or awarding (See Section 2. Reusable invitation lists (See Section 2.1. Quote preparation and submission (See Section 5. Reusable attribute lists (See Appendix 7.3 “How do I respond to a negotiation”).2 Getting Started with RFQs RFQs support the full business process to solicit quotes from suppliers.2.4 “How do I award business in an RFQ or auction”).

Real-time status updates Notes and attachments (See Section 6.5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Purchase order generation Attribute based quoting (See Section 5.7 “What are reusable price elements and how do I create them”).2 “Glossary”).14 “How do I initiate a new round of responding”).5.4. Integration with Oracle Purchasing (See Section 2.2 “Glossary”).1.4. or auction”).8 “How do I use item attributes and price elements when responding to a negotiation”). Online or offline awarding capability (spreadsheet awarding). Sourcing Events (See Appendix 7.15 “How do I close a negotiation before its scheduled close date and time”).4.1. Monitoring quote activity in real-time (See Section 2.9 “How do I disqualify responses I receive for an RFI.6 “Why are some RFQs and auctions associated with a sourcing event”). and how do I use them”).14 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”). Graphic RFQ monitor (See Appendix 7.4.16 “Why would a negotiation have special terms and conditions”) Quoting online (See Section 5. RFQ. Quote comparison (See Section 2.1.6 “How do I submit a response online”) and offline (spreadsheet quoting). Multiple RFQ styles: blind or sealed (See Section 6. Terms and Conditions enforcement (See Section 5. (5. Multi-round quoting (See Section 2.Oracle Sourcing Help Price breaks (See Section 2.7 “What are price breaks. Capture Total Cost (See Appendix 7.1.5.5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”).16 “How do I cancel a negotiation”)and Disqualifying quotes (2.4.3.4.1. Page 29/209 . Manual extend (See Section 2.2 “How do I monitor the negotiations I have created”).1. (See Section 2.4 “How do I award business in an RFQ or auction”).11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2.13 “How do I download a spreadsheet and respond offline”). Canceling RFQs (See Section 2.

You can prepare your list of RFQ items offline and upload the completed spreadsheet. It is the RFQ buyer's reference and review currency. 1.1 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. This allows you to create your multi-line RFQ quickly. Suppliers can choose the Quote currency in which they will place their quotes.2.3 Frequently Asked Questions: RFQs 1. 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.3 Can I cancel or retract my quote? No.4 What are the Quote Currency and the RFQ Currency? RFQ Currency The RFQ currency is the functional currency for the set of books of the organization under which the RFQ was created. you can upload items using a spreadsheet. The Unseal Date is the date when the buyer unseals the unlocked RFQ allowing the suppliers to view the quotes as well. but quote disqualification is at the discretion of the buyer. The system validates the data. Quotes are converted to the RFQ currency for quote review.2. you can submit multiple quotes within the same round.3.3. Page 30/209 .3.2.5 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. You can contact the buyer who created the RFQ and ask to have your quote disqualified.3.2.2. 1.3. 1.Oracle Sourcing Help 1.2. 1. Quote Currencies Additional currencies in which quotes will be accepted. but you must enter the weights and scores for an item's scored attributes online. In a Multi-Attribute Weighted Scoring RFQ. ensuring the integrity of the submitted RFQ items.2 Can I submit multiple quotes per round? If allowed by the quote controls.

11 Can I invite additional suppliers to subsequent rounds of an RFQ? Yes. 1. In an RFQ whose outcome is a blanket purchase agreement. you can invite additional suppliers by using the same process employed during the initial RFQ creation. 1. Page 31/209 . You can invite suppliers by selecting them from the supplier master list. the Promise Date is required only if the RFQ uses multi-attribute weighted scoring and Promise Date is one of the scored attributes.3.9 Is an RFQ always blind or sealed and why? An RFQ is always either blind or sealed. See How do I invite suppliers to my RFQ or auction? for details on identifying contacts.2. When creating additional rounds for an RFQ. 1.7 How can I view the quote values for all the price elements of an RFQ item? You can view the quote values for an item's price elements from the Negotiations Summary page.2.2.3.3.2. Suppliers complete the quoting process by uploading the spread sheet back to the system. Once the supplier has provided you the email address. 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.3.Oracle Sourcing Help 1. Downloading the RFQ contents allows suppliers to quickly respond. completing multiple item attributes. and why would I enter one? In an RFQ whose outcome is a standard purchase order.3.3. spreadsheet items are validated to ensure the integrity of the submitted quote.2. you can enter a Promise Date to differentiate your response from other competing responses. During the upload. Promise Date is an required field. the Promise Date is optional.6 What is the most efficient way to quote on many line items in an RFQ? If an RFQ consists of many line items. When Promise Date is an optional response. 1. you can enter the address in the Additional Contact Email field during negotiation creation. 1.8 What is the Promise Date.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. An automatic invitation will be sent to each invited supplier.2. In all other cases. This is one of the feature of RFQs and mirrors the general off-line behavior of this negotiation model.

you can see how many quotes are being placed.13 Why can't I see the graphical monitor in a sealed RFQ? While an RFQ is sealed.12 In a sealed RFQ. select Close Early from the Action menu to close the RFQ.14 Can I close my RFQ earlier than the original close time? If you select the Early Close option when specifying quote controls. none of the details are available for viewing by any suppliers.Oracle Sourcing Help 1. 3.15 How do I start another round of quoting in an RFQ? Once an RFQ has been closed. you can use the Graphical Monitor to view quotes.3. however.2. 1. 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 . Use the negotiation number in the Search Negotiations fields on the Negotiations Home page to access the negotiation. 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.3.2. Select Start New Round from the Action Menu.2. 2. Once the buyer has unlocked and unsealed the quotes. you can manually close your RFQ earlier than the original close date/time. 1. On the Negotiations Summary page. 1.3.2. can I see who is bidding? In a sealed RFQ. 1.3. you can start another round of quoting.

1. typically a matter of a few days. Auctions enable buyers to solicit bids for goods and services that are clearly defined.3 “How do I respond to a negotiation”). Auctions are typically focused on creating competition between bidders. the business terms and conditions and intended bidders.1. Creating the auction (See Section 2.The buyer defines the auction and includes all the auction item information. Prices are established based on actual supply and demand at the time the auction is transacted. Auctions allow real-time interaction to drive dynamic prices based on information that extends beyond price to include lead times. Steps in the auction process include: 1. the bidding process moves quickly which results in increased competition.Oracle Sourcing Help 1. flexible auction capabilities to buyers so they can efficiently obtain the best possible price for goods and services. Responding to the auction (See Section 5.2. such as office furniture or memory chips.1. Because most auctions are open for short periods of time. Bidders participate in the auction by viewing the Page 33/209 . although the close time can be extended manually or automatically based on last minute bids.16 Can I modify an initial RFQ for the next round? You can modify the following information for each round of an RFQ: Preview date/time Open date/time Close date/time Award date/time Need by date List of invited suppliers Attachments 1.3.1 “How do I create a new negotiation”). quantity and item-specific attributes. 2.2.4 Getting Started with Auctions Getting Started with Auctions Auctions offer complete. Negotiations allows buyers to establish either public or private auctions to meet the specific needs of buyers. Auctions last for a set period of time.

7 “What are reusable price elements and how do I create them”). bidders are immediately notified of the auction results via online notifications. The buyer analyzes the bids and awards the auction based on the price.2.Oracle Sourcing Help auction items and submitting bids online. Capture Total Cost (See Appendix 7.1. If permitted by the auction rules.1.1.3 “How do I create and edit negotiation templates”).1.4.8 “How do I use item attributes and price elements when responding to a negotiation”).3. Sourcing Events (See Appendix 7.1.11 “What are response controls”).2.3. Evaluating and awarding bids (See Section 2. Autoextend feature (See Section 2.5.The buyer and all other participants can monitor the real-time activity during the auction and take action as necessary.1 “How do I create an attribute list”). Auction features include: Auction templates (See Section 2. Reusable invitation lists (See Section 2.1. Multiple Auction styles: open. and how do I use them”).11 “What are response controls”).5 “How do I use price elements”).4 “How do I award business in an RFQ or auction”). 4.1. 3. bid attribute value(s). Monitoring the bid responses (See Section 2. Manual extend (See Section 2. Price elements (See Section 2.6 “Why are some RFQs and auctions associated with a sourcing event”).1.7 “What are price breaks. blind or sealed (See Section 6.15 “How do I close a negotiation before its scheduled close date and time”). Power bidding (See Section 5.10 “What is proxy bidding and how does it work”). Once the auction is completed.1.2. Minimum Bid Decrement/Increment (See Section 2.4.4 “How do I create and edit a reusable invitation list”). Proxy bidding (See Section 5.2 “How do I monitor the negotiations I have created”).11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2. bid quantity. bidders can view competitive bids during the auction. Reusable attribute lists (See Appendix 7. Page 34/209 .4. Price breaks (See Section 2.1.2 “Glossary”).1.12 “What is power bid”). Attribute based bidding (See Section 5.

Integration with Oracle Purchasing (See Section 2. Page 35/209 .1.5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Notes and attachments (See Section 6.4. or auction”).4 “How do I award business in an RFQ or auction”). Bid comparison (See Section 2. Graphic Auction Monitor (See Appendix 7. Online or offline awarding capability (spreadsheet awarding). (5. RFQ. (See Section 2.16 “How do I cancel a negotiation”) and Disqualifying bid (2.6 “How do I submit a response online”) and offline (spreadsheet bidding).4. Monitoring bid activity (See Section 2.2 “Glossary”).1.4.5.13 “How do I download a spreadsheet and respond offline”).2 “How do I monitor the negotiations I have created”). Purchase order generation Real-time status updates Bidding online (See Section 5.9 “How do I disqualify responses I receive for an RFI.Oracle Sourcing Help Canceling auctions (See Section 2.1.5.4 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”).5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”).1.

1.2. provided that: 1. 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.5. You can elect to display the target price to participants. The bid controls for this auction allow multiple bids per round .5.2. 1. They have the appropriate function security (See Section 6. buttons. and 3. The buyer can also choose to display the target price to the bidders for reference. 1. All registered users in a company can bid on the same auction. 1. The auction to which they are responding is not owned by their company 2.5 Can someone in my company award an auction that I create? If granted the appropriate authorization. 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.3 Why isn't there a target price for every item? Target price is an optional value. Note: Two people from the same cannot quote in the same RFQ.5.2 What is the difference between Quote/Bid start price and target price? When creating a new RFQ or auction.5. someone else at your company can award an auction created by you. but only the buyer can see the identity of the bidder.2.4 What is the target price used for? The target price is mainly used for internal performance analysis for the buyer.Oracle Sourcing Help 1. The buyer can see the bids once the auction is unlocked.6 Can two people from the same company bid on the same auction? Yes.5 Frequently Asked Questions: Auctions 1. Everyone can see the bid content once the auction is unsealed. 1. Buyers are not required to designate a target price for every item.1.5.5. The target price is the price you hope to pay for one unit of an item. The start price is the maximum price in a RFQ or auction at which bidding (or quoting) for one unit of the the item will start.2.2. or task bar options”). Page 36/209 .1 What are the different auction styles? The buyer can choose from three types of auctions: Open: everyone can see the bid content.2.4 “Why can't I access some pages.2.

1.9 How do I initiate a new round of quoting or bidding? After your RFI. or auction has closed. When you invite a supplier (See Section 2. none of the previous responses submitted are available for awarding.Oracle Sourcing Help 1. 1. and your RFQ/auction appears in that supplier's "Open Invitations" list of invitations. 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).2.8 If my RFQ/auction is open to all suppliers. RFQ. you might want to send invitations to increase specific suppliers' awareness of your RFQ/auction and encourage participation.13 “How do I invite suppliers to participate in my negotiation”) to participate. why would I invite suppliers to participate? For a public RFQ/auction.2.7 When two respondents from the same company place bids.2.5. However.5.1. After you initiate a new round of responding. can they view each other's bid details? Depending on the auction style. that supplier receives an e-mail notification about your RFQ/auction.5. Page 37/209 . the bidders will be able to see different information as shown below: Auction Style Other Bidder's Viewable Information Company Name Time of bid Bid details Any Notes and Attachments (if notes and attachments are viewable for auction) Company Name Time of bid Company Name Time of bid Open Blind Sealed/Locked Company Name Sealed/Unlocked Time of bid or Bid details Sealed/Unsealed Any Notes and Attachments (if notes and attachments are viewable for auction) 1. you are not required to send invitations to any suppliers.

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

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

Review your updated negotiation information. If there are no approvers defined for this document. Page 40/209 . RFQs or auctions opening in the future.Oracle Sourcing Help 5.2. o Response Controls Modify other Response Controls as necessary. click Publish. Click Controls to modify negotiation control information. You can also choose to open the negotiation for preview immediately. You can remove any supplier from the invitation list for the new round. 1. Additionally. You can also add new suppliers. Award Date (RFQs and auctions only) You can choose to enter a new award date/time if this differs from the timing in the previous round of negotiation. you can enter the date and time (prior to the open date and time) the negotiation is available for previewing by all eligible participants. Note that you have to specify a new closing date. *Close Date The new date and time the RFI. o Possible Date Modifications *Open Date Date and time you want the new round of responding to begin. Click Suppliers to modify your invitation list. RFQ. click Submit for Approval. they are automatically added to the invitation list for the new round. 6. Click Review. 7. any uninvited suppliers who responded in the previous round are also automatically added to the invitation list for the new round. or auction closes.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. Preview Date For RFIs. o Possible Invitation List Changes If you invited suppliers in the previous round. If there are approvers defined for this document.5. You can also choose to open the negotiation immediately.

5. however. AutoExtend extends the duration automatically if new bids are received in the closing minutes of the auction.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 . best bid" is selected for a multi-round auction.5. 1.Oracle Sourcing Help 1. Manual Extend allows you to manually extend your auction close date/time before the auction closes. if Bidder B bids triggering a proxy bid for Bidder A and the resulting bid results in the same Price to Total Score ration. is up to the discretion of the buyer. 1. the bidder can only view the resulting Price to Total Score for a bid. no other user at the same company can bid. Bidders cannot respond to display only attributes so there is no value for comparison.5. You can also define the total number of auto extensions and the extension period.5.12 Why can't I always view scores and weights set up by the buyer? The buyer can optionally hide scores and weights from the bidder.5. When the buyer hides scores/weights.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. 1.15 How do two bids with the same score get ranked if the prices are the same? The earliest bid gets a higher rank. When the bid control "No . Bidder B receives the higher rank because the proxy bid was created by the system after Bidder B's bid. once one user at a company responds. the bidder can contact the buyer and ask to have the bid disqualified.11 Can a bidder retract a bid? If a bidder has submitted. 1. Bid disqualification. For example.2. You can also specify if the autoextend is for the entire auction or particular line items.2.16 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.2.2. The response is at the company level. that is.2.A bidder must submit a single. 1.

Power bid is not available for any auction items having price elements. Therefore if you are bidding in a Multi-Attribute Weighted Scoring auction. you can set new Proxy bid parameters or bid manually. as well as the limit price. When the bid reaches the Proxy Bid Minimum. for each item. Comment Proxy Bid Power Bid Feature Use Repeated automatic bidding. This allows you to streamline the rebidding process when you have bid on several items in the same auction. you can revise bids for all items on which you have previously bid by a specified percentage. This is a very useful feature when your goal is to win all auction items. When you use Power Bid. or near the end of an auction period when there may be a time constraint. 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 . all of the bids in an auction will be decreased by the percentage specified.5.17 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. Proxy bidding is not available for any auction item that has price elements.2. you cannot update attribute responses to better your score although proxy bid will rebid to better a price. and the bids must be submitted quickly. Once you have placed a proxy bid.Oracle Sourcing Help 1. You can setup the Proxy Bid Decrement for an auction. Once the limit price is reached. the bidding automatically stops. The system Speeds up the bidding process rebids until proxy is by simultaneously updating the canceled or minimum bid prices for all bid items. Power Bid When rebidding. you cannot change any bid information (including responses to item attributes) until the Proxy Bid Minimum is reached unless you cancel the proxy. or Proxy Bid Minimum.

Supplier A's proxy is not triggered.2.5. To avoid these situations. since proxy bids are generated based only on the price of the competing bid.19 Can a bidder see the names of the other bidders? Bidders cannot see other bidders' identities. Supplier identities are never revealed to other bidders. Supplier B then places another bid of USD 92. Page 43/209 . Supplier B's bid is the winning bid even though the bid price is higher. you may need to closely monitor Multi-Attribute Weighted Scoring auctions which also use proxy bidding.00 with a score of 90 for the item. And since Supplier A's proxy minimum (75. Supplier A's proxy will only be triggered again if there is a bid with a price lower then USD 84. but since Supplier B's bid price is still higher than Supplier A's bid price. Now Supplier B's bid (92/100) is better than Supplier A's bid (84/90). Supplier A's proxy is triggered to place a new bid of USD 84. he cannot modify any attribute responses to try to improve his score. However. This bid (84/90) is now the winning bid.00.00 with a score of 100 for the same item. Since Supplier B's bid price is less than Supplier A's bid price.00 and a proxy minimum of USD 75.2. Supplier A places a bid of USD 95. For example.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.00. You may need to cancel the proxy bidding process to redefine attribute information to improve your price to total score ration. a proxy bid decrement of USD10.Oracle Sourcing Help 1. Therefore.00.5. not just the bid price. Supplier B then bids USD 94. This bid (94/100) is better than Supplier A's bid (95/90). a bid can be beaten based on the Price to Total Score ratio without triggering a new proxy bid.00) has not yet been reached.00. 1.

1.1.6 “What information must I provide to create my negotiation header”). You can create a negotiation and save it as a draft before submitting it.1.1.13 “How do I invite suppliers to participate in my negotiation”).1. and Buyer's Auctions 2. and buyer's auctions).Oracle Sourcing Help 2.11 “What are response controls”) Enter Your Terms and Conditions (If Oracle Procurement Contracts is bought and licensed) (See Section 2. o If you have previously created an RFI.9 “How do I add lines to a negotiation”). There are four main steps to creating a new negotiation: o o o o Create Your Negotiation Header (See section 2. the information contained in the RFI can be copied into an RFQ or buyer's auction. This allows you to return to the creation process at a later time or have multiple people working on the same negotiation.1 How do I create a new negotiation? Use the instructions on this page to create Sourcing negotiations (RFIs.1. RFQs. 2. You can also create new negotiations quickly by applying a negotiation template.2 How do I create a new Request for Information (RFI)? RFI's are used to qualify suppliers and their goods and services for subsequent procurement activities.1.7 “What are contract terms and conditions. you can save time by copying an existing RFI/RFQ/Auction. At the conclusion of the RFI cycle. RFIs are used more for gathering information on goods and service provided by a supplier than to lock in particular price information. Define Your Response Controls (See Section 2. Enter Negotiation Lines (See Section 2. and how do I use them in my negotiation”) Invite Your Suppliers (See Section 2.1.4.1.1 Creating RFIs. or auction. RFQs. Page 44/209 . RFQ.1.1.1. one unique feature of an RFI is that buyers can choose to define negotiation line items without price and quantity and specify lists of criteria to which suppliers must respond. RFIs can be taken to multiple rounds until the buyer has enough information to identify supplier(s) with which to deal. Help for Sourcing Buyers 2.1.1 Creating Negotiations 2. Therefore.1.

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

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

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

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

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

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

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

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

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

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

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

3. 3. the system will round when converting responses into the negotiation currency. Select the response currency you will accept. To define your own exchange rates 1. Specify the price precision for the currency. Page 56/209 . After you have selected your suppliers in Step 5.1. Select the appropriate type for your negotiation. 2. The description field explains the code. You assign currencies to specific suppliers when you invite the suppliers to your negotiation. click Apply. Enter the date for which you wish to use this set of exchange rates. The system may contain several different exchange rate types.8 How do I restrict a supplier to a particular currency? If you allow multiple response currencies for your negotiation. Select the checkbox to display the exchange rates if you want to allow respondents to see your response currency exchange rates. 5. select a response currency for each supplier. 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 . To restrict a supplier to a particular currency: 1.09 meaning . To use predefined exchange rates: 1. The page redisplays. continue creating your negotiation. 6. You can use predefined exchange rates (Corporate Exchange Rate) or specify your own exchange rates (User Specified Rate). For example.09 kroner to one dollar. Select the User Specified Rate type. 2. you can choose to restrict specific suppliers to particular response currencies. The system's response currency codes are available from the drop down menu.1. When you have finished defining currency information. If you are finished defining alternate currencies. 4. If the precision for the response currency is greater than the precision for the negotiation currency. 2. Otherwise click Add Another Row and continue defining currencies and exchange rates. Define the exchange rate by entering the number of response currency units that equal one unit of the negotiation currency.Oracle Sourcing Help 2. Select the response currency. select the exchange rate type. On the Header: Manage Response Currencies page.

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

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

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

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

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

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

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. make sure you select a temporary labor. Specify how price differentials are to be used within the negotiation (for example. select Online to continuing entering your line description online. To define a temporary labor. or click Load from Spreadsheet to upload a previously completed spreadsheet file containing all the line information On the Lines: Create Line page. For temporary labor line types. make sure you select a temporary labor. If you need to specify price breaks. Enter values in your price fields if necessary. Create attributes as needed to solicit additional information for this line. 4. Finally. 6. Job Details. ensure that you choose Blanket Purchase Agreement as the negotiation outcome for temporary labor line types. 2. Enter your price breaks including Price Differentials. is a response to the price differential required) Select the price type (for example. 11.1. 5.Oracle Sourcing Help 2. vacation). rate-based line: 1. Follow steps 1 and 2 above. 4. if appropriate. Search and select a Job from the Job menu. You can include services-related lines with regular amount-based and goods-based lines. Also. Unit of Measure and Category will default according to the Job you select. and Category will default according to the Job you select. click Select Price Break Settings and ensure it is not set to None. Create attributes as needed to solicit any additional information for this line. Finally.1. The Description. 8. add any notes or attachments to the supplier. fixed-rate line type. Job Details. 7. 3. The Description. To define a temporary labor. 6. 3. fixed-price line: 1. Page 63/209 . 2. On the Lines: Create Line page. General services fixed-price lines use a negotiation outcome of standard purchase order. 5. 9. 10. and click Go. make sure you select the Global Agreement checkbox. rate-based line type. and specify the differential associated with this price type. From the Add Line menu on the Create Lines page. and then click Go. Search and select a job from the Job menu. Continue defining the remainder of the negotiation. add notes or attachments to the supplier.

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

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

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

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

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

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

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

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

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

Click "Invitation" under the Reusable Lists area of Quick Lists on the Negotiations Home page. On the Create Invitation List page. The same list can be used for all types of sourcing document types (RFI. To create a new invitation list: 1. then edit your template and select a new status from the drop-down menu at the Status field. Complete the remaining pages by filling out the fields as appropriate for the negotiation type.Oracle Sourcing Help want to change your template's status to Inactive. An invitation list can help standardize your business practices by ensuring that all appropriate participants are invited to targeted negotiations. You can add an invitation list(s) when creating a new Sourcing document. edit the list and change the status to inactive. click "Create New Invitation List. but will not be available for use until reactivated. Page 73/209 . only you can use your private lists. edit. RFQ. Only you can create. 4.2. On the Reusable Invitation Lists page. click Submit on the Review and Submit page. and auction). Inactive templates will be stored in the system. An active list can be used immediately. but cannot be used to create a new offer until you change the status to Active. An inactive list will be stored on the system.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. and use your private lists. you can also attach an invitation list(s) to a Sourcing document template." 3. 2. All users in your company with the correct authorizations can view and use public lists.1. you must complete and submit your template. Sourcing Super Users or users with the Manage Invitation Lists authorization can create. To inactivate a list. 2. Once you have defined your template. edit and manage public invitation lists as well as their own private lists. o Status Invitation lists are initially created as active. complete the following fields (*indicates a required field): o o o *List Name *Description *Access Invitation lists can be public or private. you can add these participants to a reusable invitation list. Your new list will default to private.

5. and manage public invitation lists. On the Edit Invitation List page. 3. 4.5 What happens to the item category when I create a negotiation by applying a template and using spreadsheet upload? A buyer can apply a predefined template to the RFQ or auction in creation Step 1 and then use the item creation by spreadsheet capability to upload details on multiple items in Step 3. On the search results page. the system uses the following hierarchy to determine which category value to use: 1. you can choose a specific supplier site to associate with this list (Supplier Site is another term for Address Name). For a supplier with multiple sites.2. Click "Add Suppliers. find your list. 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.2. When you are finished. Select the supplier(s) and click Add to Invitation List.6 What happens to the attributes/price elements when I create a negotiation by applying a template and using spreadsheet upload? When you create an RFQ or auction by applying a template and then use the spreadsheet upload feature to add your items. you can add an entry for each site for that supplier if you choose. update your list description. Page 74/209 . You can also add or delete suppliers. you can edit public lists. If the supplier you selected has multiple sites defined in the system. 2. edit. 2.1. If you are have the Manage Invitation Lists job function. Click "Invitation" under the Reusable Lists area of Quick Lists on the Negotiations Home page. 8. or 2. 7. 4. click Submit.Oracle Sourcing Help Sourcing Super Users or users with the Manage Invitation Lists job function can create. The value specified in the spreadsheet. If you wish to add more suppliers to your list. and access as appropriate. To edit an invitation list you have created: 1. 6. 2. If the template and spreadsheet have conflicting category values. click "Add Suppliers" again and follow the perceiving instructions. The value defined for the RFQ/Auction template." then search for suppliers to add to your invitation list.1. status. click Apply. 5. including change the access and status. When you have finished adding suppliers. then click Edit.

a buyer can create an auction to buy a fleet of 12 vehicles for a delivery service. For example. 2. For example. Attribute Scoring. and 2) the details that a participant should provide when responding to that negotiation line.2 How do I add line attributes to my negotiation? You can add multiple line attributes to any line in your negotiation.3.3. retail industry negotiation items can include such attributes as "color. and do not apply to all lines in the negotiation. When the buyer adds the line (vehicle) to the auction. Price Elements. If there are duplicate attribute/price elements between the template and the spreadsheet." "style. item A with four attributes/price elements. if the buyer marks this attribute as required. Line attributes make your negotiation line more descriptive and can also be used to ensure that all responses submitted for the line include specific details not included elsewhere in the line information. and why would I add them to my negotiation lines? When you add a line to a new negotiation (RFI. and Price Breaks 2. Line attributes can call attention to industry-specific characteristics. Page 75/209 . The attribute(s) are added to that line only.1 What are line attributes. then bidders must enter the mileage of any bid. and your spreadsheet upload includes two items. the attribute/price element specified by the template. Line attributes define 1) unique specifications that you set for a negotiation line. if there are three attributes/price elements for your template. using an attribute to define this specification calls attention to the specification.3 Item Attributes.Oracle Sourcing Help For example." and "SKU number.000 miles on the odometer. auction). For more information about how to add line attributes to your negotiation items. and item B with two attributes/price elements. While the buyer could enter this information in the auction line description. Adding these as required item attributes that are displayed to bidders can customize your negotiation items to your specific industry. see "How do I add attributes to my negotiation lines?" 2." Metal industry negotiation items can include "grade of metal" as an attribute. the attribute/price element specified on the spreadsheet 2. you may choose to add one or more line attributes to that line. the precedence is: 1. In addition. 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. the buyer can add an attribute called "mileage" to specify that the bid item must have fewer than 12.1.1.1. RFQ.

Oracle Sourcing Help

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

o

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

o

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

o

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

o

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

o

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

o

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

Oracle Sourcing Help

o

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

o

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

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

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

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Oracle Sourcing Help

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

Oracle Sourcing Help

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

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

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

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. 5. On the Create: Lines page. 3.Oracle Sourcing Help Price $300 Total Score: (100 * 50) + (50 * 30) + (100 * 20)/100 = 85 Price to Total Score Ratio = 300 / 85 = 3.3. Make sure you select Multi-Attribute Scoring from the Ranking menu. o Group Select one of the predefined attribute groups. To use weighting and scoring when defining a negotiation: 1. However you may want to consider supplier responses to other line attributes in addition to price being offered when determining the best response. See "What information must I provide to describe my negotiation header"? After you have defined the negotiation header. 2. navigate to the Attributes table and click Add Another Row. Select a ranking method if the Sourcing Super User has set the system up to allow you to change ranking methods. use the instructions in "How do I add lines to a negotiation"? to enter the line data and other required and optional line information. 4.53 2. Groups are used for categorizing attributes. 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. PPM Defect Rate.1. The system can then include the suppliers' responses to your line attributes when calculating the best response. On the Lines: Create Line page. Grade). and you do not wish to use the default. *Indicates a required field: o *Attribute (up to 240 characters) Name your line attribute (for example: Mileage. enter your line attribute information. o Attribute Type Page 81/209 . To enter a line attribute. click "Lines" in the navigation bar in the top left hand corner. When the page refreshes. Select Online from the menu and click Go. You can accomplish the by specifying weighting and scoring values for your line attributes.

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

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

Price elements allow you to: Identify suppliers with the lowest total cost per line not just the lowest item price. and how do I create and use them? Reusable Price Element Lists allow you to group several price elements which are related or are typically used together. You can create new price element lists or edit existing lists. For example. the system will assign weights as equally as possible. you might create a price element list identifying normally expected transportation costs. Once you have created a price element list. Support supply chain operations more efficiently by recognizing and analyzing how one organization's performance and costs affect another organization. click Equalize Weights. To create a new price element list: 1. you can apply that price element list to any negotiations (RFQs or auctions) containing items to which those price elements are applicable. Such costs could include services such as training or consulting. Page 84/209 . Click the Price Element link under Reusable Lists on the Quick Links section of the Negotiations Home page.3. This is because in the absence of a line response quantity.1. the supplier's response values for fixed-amount type price elements cannot be converted to a unit price.Oracle Sourcing Help o To set the weights for all attributes equally. or discrete costs such as shipping fees. These costs can then be negotiated between a buyer and supplier just like the item price. Take into account any additional costs or charges when considering outsourcing a project. 2.5 How do I use price elements? Price elements allow a buyer to identify additional costs associated with a particular negotiation line. 2.1. freight charges or import duty fees. the supplier's response prices to the price elements will not be rolled up into the line total price. for example. If there are an odd number of attributes. Note: If the negotiation outcome is a blanket purchase agreement. You must be assigned the Create Reusable Price Element Lists job function to create these lists. Buyers can specify when they create the negotiation how much they anticipate paying for these additional costs. Or you might create a list that identifies additional services such as consulting or training that will be required by a particular negotiation item.6 What are Reusable Price Element Lists. which is required to compute a total unit price.3. Identify hidden activities or "cost drivers" to facilitate improved analysis and decision-making.

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

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

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

2. 3. Click Add Another Row to define additional price breaks.4.1 What are some negotiations strategies I can use? When creating a negotiation. and your supplier(s) have responded with quotes. Analyzing Price Breaks Once you have defined your price break expectations. you could define multiple price breaks based only on order quantity. 4.1. Item attributes define 1) unique specifications that you set for an item. you can have the system evaluate the supplier responses based on scenario information you enter. 5. Search for the negotiation you're interested in. Also select either Cumulate or Non-Cumulative. Ship-To address/organization. For example. You can set breaks by unit quantity. On the Analyze Line: Analyze Price Breaks page. On the table of negotiations.1. 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. you will not be able to enter price breaks. you can use a number of techniques to facilitate the results you want: Using item attribute requirements You can add item attributes to any of your items. and click Analyze Price Breaks. price. you can offer a particular target price. 4. click Analyze by Line from the Actions menus and click Go.Oracle Sourcing Help 3. you will not be able to negotiate on effective dates. otherwise select optional. On the negotiations summary page.4 Additional Creation Topics 2. You can define as many price breaks as are needed to fully define your pricing structure. 5. click the response number link. Define your price breaks. and effective dates (available for non-cumulative price breaks only). Page 88/209 . For example. Select Required to force to supplier to respond to the price breaks you define. Once you have defined all your price breaks. and 2) the details that a participant should provide when responding to that item. 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. To analyze price break information: 1. If you select None. 2. If you select Non-Cumulative. you could enter different order quantities and see which supplier response is the best for a certain quantity. click Apply. For each price break criterion. Select the negotiation line.

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

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

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

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

you can create a draft of the RFI/RFQ/auction and save it for later editing or submission. Oracle Sourcing creates a draft negotiation which includes all the requisition links you selected. These draft documents also allow multiple collaborators to work on the same document. In each of these cases. Or you can use the Manage Draft Negotiations page in Oracle Sourcing to access and submit the draft at a later time. After creating a draft negotiation using requisition information from Oracle Purchasing. RFQ. you can use the Autocreate feature of Oracle Purchasing to select and group requisitions to create draft RFQs or auctions.Oracle Sourcing Help You can download and use spreadsheets to efficiently create and award RFQs and auctions having many line items. or the creation process involves collaboration between several people.4. Initially creating a draft Once you have completed the Step 1 Describe page. but other information. Creating RFQs/auctions using Autocreate If your company has licensed both Oracle Purchasing and Oracle Sourcing. Or you need to create a negotiation but not actually submit it until sometime in the future. Using draft negotiations created by AutoCreate in Oracle Purchasing When you AutoCreate requisitions into a Sourcing RFQ or buyer's auction. From this page. Some of this information. you can immediately access and edit the draft to continue creating your negotiation. or auction in a single session. you can access drafts for editing or submission. you can save your draft from any of the subsequent pages by clicking Save Draft. Page 93/209 .1. Using draft RFQs/auctions You can create and save an auction intending to submit it later. 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. A confirmation message informs you that your draft has been successfully saved. The items in your draft negotiation carry information from the backing requisitions. 2.4 Can I create and save sourcing documents without submitting them? There may be times when you cannot finish creating your RFI. such as operating unit and functional currency are not. such as item quantity and need-by date are updateable.

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

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

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

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

Click the number link in the Line column. Each member can be assigned specific tasks. and creating document outcomes. Such activities can be negotiated by using amount based line types. 2.10 How do collaboration teams work? When creating a negotiation. This takes you to the Requistion Detail page. 2. and some team members may be required to approve the final document before delivery to potential suppliers.4.9 What are amount based line types.1. the quantity and unit of measure defaults to the values defined by your administrator and is display only. The possible values are defined in Oracle Purchasing. buyers can nominate collaboration team members to participate in the creation and administration of the sourcing document. click the Lines subtab. 3. For the line whose requisition information you wish to view. When you create a negotiation. Such tasks could include defining the item attributes.1. inviting additional suppliers. awarding business to supplier.4. but more of a service or activity. click the number link in the Requisition column.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. you can specify that an item is amount based by selecting an amount based Line Type value. Access the negotiation. 4. A category value may also appear if your administrator has defined a default category for that line type. From the negotiation summary page. Buyers can optionally grant full access to some team members while restricting others to read-only access. and how are they used? Sometimes the item you need to negotiate is not a number of discrete units. This includes the entire life of the sourcing document from the initial creation to the award process. If you select a line type that is amount based. Page 98/209 . This takes you to the Requisition Summary page. 2. you might need to negotiate training or consulting services. For example.

Collaboration team members must belong to the business group of the negotiation. You can define a collaboration team when creating the document or you can use document templates to define collaboration teams. The buyer can search for and select additional collaboration team members if necessary. Page 99/209 . Note that throughout the approval process. Adding Collaboration Members On the Create Header page. the buyer identifies: If the member is an approver. Once the document has been approved. which is determined from the owning operating unit. If the member has read-only access. 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. Document Approval Process Any user who is on the Collaboration Team can be designated as an approver for that document. but members can be restricted to read-only access where appropriate. the system will validate that the team members belong to the new business group of the operation unit. Once the document has been submitted for approval. You must have modification access and the functional security of "Manage Collaboration Team" to modify the collaboration team definition. If the buyer changes the operating unit after defining the negotiation team. Team members can be optionally assigned tasks with target dates. The approval process is not hierarchical. 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. notifications are sent between the buyer and the document approvers. Anyone with this job function can publish the approved negotiation to suppliers. a Publish button appears to anyone who has the Publish Negotiations job function.1. Not until the document is approved and published are notifications sent to suppliers about the document. no changes can be made to it (other than having approvers removed) unless the document is rejected. there is an area where a buyer can identify collaboration members. By default. 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. For each member. The buyer and the buyer's manager are automatically identified as team members. all approvers can access and approve the document simultaneously. If the profile option is set to Yes. 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. Team members with required tasks should indicate when those tasks are completed.Oracle Sourcing Help 2.4. Any other user from the same buying organization can be added.

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

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

you can define your next deliverable. under the terms and conditions of the contract. After you have finished defining your deliverable. Click the Deliverables subtab and check that any deliverable already defined to this template is applicable for your negotiation. If there are multiple deliverables to define. are classified as deliverables. If Oracle Procurement Contracts is implemented. click Apply. To create a deliverable for a particular negotiation: 1. as part of the contractual agreement. On the Create Header page. You can update a deliverable if needed or delete it altogether 4. besides products and services bought or sold.Oracle Sourcing Help 2. click Contract Terms in navigation bar in the top left of the page. 3. Once the page refreshes.2. 6.1 How do I create a deliverable and use it in a negotiation document? Businesses enter into contractual agreements with their trading partners and. Page 102/209 . The commitments on the contracts. you can click Apply and Create Another. 2. To add a new deliverable. they might define other internal tasks that contribute to the overall execution of the contract. 5. will have commitments to fulfill. Search for and apply a contracts template. click Add Deliverable. In addition to the contractual commitments that businesses need to fulfill. See the Oracle Procurement Contracts online help for instructions on defining deliverables.2 Using Oracle Services Procurement and Oracle Procurement Contracts 2. you can create a deliverable and assign it to a negotiation. On the Create Deliverable page define your new deliverable.

To define a temporary labor. 4. 9. make sure you select the Global Agreement checkbox. If you need to specify price breaks. Also. you can create documents that negotiate for many different types of services. and click Go. Job Details. rate-based line: 1. For temporary labor line types. 2.2 What kind of services can I negotiate for? If Oracle Services Procurement is installed and licensed. Create attributes as needed to solicit additional information for this line. Enter values in your price fields if necessary.3 How do I define services related lines? Services related line types allow you to negotiate on labor contracts. Page 103/209 . Specify how price differentials are to be used within the negotiation (for example. 3. 8. Fixed-price temporary labor such as contractors. The charge for this type of service is based on a flat amount for the service provided. 5. if appropriate. The charge for this type of service is based on hourly rates per person. Enter your price breaks including Price Differentials. temporary administrators. or consulting services. From the Add Line menu on the Create Lines page. Fixed-price services such as corporate accounting services. and specify the differential associated with this price type. You can include services-related lines with regular amount-based and goods-based lines. . click Select Price Break Settings and ensure it is not set to None. vacation).2. On the Lines: Create Line page. The Description. ensure that you choose Blanket Purchase Agreement as the negotiation outcome for temporary labor line types. 6. make sure you select a temporary labor. Unit of Measure and Category will default according to the Job you select. 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. There is a fixed amount limit attached to the service. rate-based line type. select Online to continuing entering your line description online. maintenance services. Select the price type (for example.Oracle Sourcing Help 2. Search and select a job from the Job menu. is a response to the price differential required) 7. or click Load from Spreadsheet to upload a previously completed spreadsheet file containing all the line information 2. General services fixed-price lines use a negotiation outcome of standard purchase order.2.

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

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

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

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

the chart will show the total price calculated by combining all the responses to the price elements. Each response is identified by its response number. To download responses: 1. From the Your Negotiations at a Glance section.6 How do I download the responses I have received? You can download all the bids and quotes you receive for a negotiation into a spreadsheet for offline viewing. Note that there may be two other charts available on the page depending on how you defined your negotiation attributes.Oracle Sourcing Help 6. Save the file to a convenient location. you should also download the Instructions file. This is useful if you have received a large number of responses and want to compare them offline. On the Export Quotes/Bids to Spreadsheet page. select the type of spreadsheet you wish to down load. On the Negotiation Summary page. These charts compare different aspects of the responses. If you did not use price elements in your negotiation. The Attribute Group Scores chart compares competing responses in terms of attribute group totals. You can pause your cursor over each section of the bar to see the exact response value to that segment. Save the file. You can display these charts by clicking the triangular icon labeled Show Chart. 2. Open the file and complete it according to the directions in the Instruction file. 4.3. Page 108/209 . You can also update the spreadsheet with your award decisions and then upload it to identify winning responses. 2. there will be only one segment for each graph with that segment comparing simply the price. 5. select Export Quotes/Bids from the Action menu. You can use an Excel spreadsheet file or a text spreadsheet file. The Analyze Line: Compare Quotes/Compare Bids page displays a sideby-side comparison of the response details for all responses you chose to compare. If there are any attachments. The Price Analysis chart compares the calculated line prices offered by the responses. you can view them by clicking the icon in the Notes/Attachment row. If you defined price elements to be included in your price calculation. 3. If you have never used spreadsheet files before. click the negotiation number for the negotiation to access the Negotiation Summary page. You can download bids whether the negotiation is open or closed.

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

You specify 20$ as your start or base price. The second offers a price of $18 a unit if purchasing over 500. From the negotiation summary page for this negotiation. Open the file up and use the instructions in the readme file (the . 3.3. select: which type of files to download. 2. you receive the responses shown in the table below. and how do I use them? Price breaks allow you to negotiate line prices with your supplier based on characteristics of your order. you may expect to receive a discount from your supplier if you buy a large quantity of units. On he negotiations summary page. On the Analyze by Spreadsheet page. Download and save the file. Your suppliers respond to your negotiation specifying their responses to your price breaks. Click Export. The AutoAward Recommendation page displays the response(s) that AutoAward has decided best fit the negotiation requirements. Your level 1 price break Your offered price $20 Supplier Response $19 1's Supplier Response $19 Page 110/209 2's .8 What are price breaks. Once the negotiation is closed. 5.Oracle Sourcing Help Scoring negotiations to determine the best overall total cost. 2. For these price breaks. you can download a spreadsheet with which to make award decisions. You then set up two quantity-based price breaks. To download responses via spreadsheet for analysis: You can use the spreadsheet download feature to perform many tasks offline. or by a certain deadline. select View AutoAward. For example. Example: Assume you are purchasing PC keyboards. You can use AutoAward to quickly generate a benchmark against which other ranking methods and scenarios can be compared. you can define as many price breaks as are appropriate. 4.htm file) to process the spreadsheet. select Analyze by Spreadsheet from the Actions menu and click Go. For each (non-amount-based) line in your negotiation. and you may specify several quantity levels and the prices you are willing to pay at each. 1. you can use the spreadsheet download feature to export the response information for analysis offline. The first offers a price of 19$ per unit if buying more than 100. As long as you have not closed the negotiation. You can then enter different assumptions into the system and have it calculate which response is the best. Or you may be willing to pay more per unit if your supplier can ship the order to a special location.

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

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

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

Under the Your Negotiations at a Glance section on the Negotiations Home page. 4. However. select the Extend RFQ/Extend Auction option from the Actions menu and click Go. follow the instructions to add new suppliers. For example. On the Invite Additional Suppliers page. and you extend that auction for 7 days. Enter a new close date and time. On the Extend RFQ/Extend Auction page. your new close date is January 22. If. click Full List. To manually extend your negotiation: 1. click the negotiation number for the negotiation you wish to extend.3. Additionally. On the negotiation summary page. you cannot extend an auction after its first AutoExtension has been triggered. If you don't see the negotiation. You cannot manually extend your negotiation after it has closed. when creating this negotiation. A notification will be sent to all participants. and your award date remains January 20. 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. 2. if your negotiation includes a January 15 close date and a January 20 award 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. Under the Your Negotiations at a Glance section of the Negotiations Home page. and your new award date is January 27. click Full List. click the negotiation number link for the negotiation to which you wish to add additional suppliers. specify a new close date and time. 2. 5. You can also enable AutoExtend or modify your AutoExtend settings if you wish. 2. need-by date.Oracle Sourcing Help 2. 6. Click Apply. your new close date is January 18. and/or long-term agreement dates. 3.10 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. if you extend that auction for only 3 days. Page 114/209 . Select Add Invitees from the Actions menu and click Go. 3.3. If your negotiation is not displayed. Click Apply. you entered an award date. To add suppliers to a negotiation: 1.

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

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

none of the previous responses submitted are available for awarding. 2.14 How do I initiate a new round of responding? After your RFI. After you initiate a new round of responding.Oracle Sourcing Help Note: If you choose to download your responses into a spreadsheet and make your award decisions there. you have the option of downloading only responses from shortlisted suppliers. RFQ. click the Full List button to see a display of all your published negotiations. On the Create New Round: Header page. 2. You can Page 117/209 .Select Start New Round from the Actions menu and click Go. or you must manually close it early. . You can add new members and/or delete existing members. 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). From the Results: Negotiations display. you can initiate a new round of responding from the negotiations summary page: 1. Possible Collaboration Team Changes You can change the makeup of the collaboration team working on this negotiation. update your negotiation's header details as appropriate (*indicates a field that must be entered prior to the new responding round). 3. After the RFI. On the Negotiations Home page. or auction has closed. or auction has closed. If the negotiation you're looking for is not displayed under Your Negotiations at a Glance. To initiate a new round of responding: You can only initiate a new round of responding after the current round has closed.3. Security Level You can change the level of security on the negotiation. You can also enter search values in the Search Negotiations fields to search for a negotiation. RFQ. You must either wait until the negotiation reaches its close date and time. select a negotiation by clicking its Number link under the Your Negotiations at a Glance section. Possible Description Modifications *Title/Style You can give your negotiation a new name and change the negotiation style. click the Number link for the negotiation you wish to see.

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

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

3. Also the line requirements have changed. If you do not see the negotiation. there may have been too few responses. The system notifies all the invitees and participants of the cancellation. or the terms of the responses are not acceptable. To close your negotiation early: 1.15 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. 3. Under the Your Negotiations at a Glance section of the Negotiations Home page. select the Cancel RFQ/Cancel Auction option from the Actions menu and click Go. 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. the responses to your negotiation do not meet your needs. Note that you cannot manually close an auction after its first AutoExtension has been triggered. click Full List. This update is called an amendment. 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. select the Close Early option from the Actions menu and click Go. click the negotiation number for the negotiation you wish to close. Click Apply. On the negotiation summary page. If desired. On the negotiation summary page.17 How do I create an amendment to a negotiation? After publishing a negotiation. 2. click the negotiation number for the negotiation you wish to cancel. enter the new date and time you want to close the negotiation or choose to close it immediately. the buyer can update information defined in the document if necessary. On the Close Early page. or the items are no longer needed. On the Cancel page. 2. 5.Oracle Sourcing Help 2. enter a note to your suppliers. Click Apply. 4. Amendments can be created anytime after the preview date/time (or open date/time. In any of these cases. For example. 2. 4. you may wish to simply cancel the negotiation.3. This note is included in the notification that will be sent. 2. 1. Under the Your Negotiations at a Glance section of the Negotiations Home page. 3.3. Page 120/209 .16 How do I cancel a negotiation? Sometimes.

6. the Submit button changes to Publish. or names of invited suppliers. On the Create Amendment: Lines page. these can be changed on the Create Amendment: Contract Terms page. enter any line changes. no new responses can be received on the previous negotiation. 2. All suppliers will be required to acknowledge the amendment and resubmit their responses to be eligible for award.1. 2.3. 8.Oracle Sourcing Help To create an amendment to a sourcing document: 1. Draft amendments are available on the Negotiations Home page if you click Drafts in the Manage Quick Links section. Approvers will receive notification that they need to approve the amendment. 4. Responders should be able to complete negotiation documents and return the results by FAX. mail or email.. current prices. You go to the Create Header page. Once you click Publish. 12345. Once approved (or if approval is not required). Change the negotiation rules on the Create Amendment: Controls page if necessary. you must enter a new Description for the amendment and make any other header level attribute changes you need. additions. The printed version of the negotiation is appropriate for public display since it excludes all internal data such as internal attributes. and there are clauses and deliverables defined to this negotiation. you can submit the amendment for approval by clicking Submit for Approval on the review page. To invite new suppliers. deletions. 7. Government organizations in particular present solicitation packages according to a unified format. You can review the new changes compared to the current active negotiation by clicking Review. If you have approvers identified on the Collaboration Team on the Create Header page. On the Create Amendment Header page. If Oracle Procurement Contracts is implemented. select Create Amendment from the Actions menu. You cannot add or delete suppliers on the Create Amendment Suppliers page during an amendment. This suffix is incremented every time you create a new amendment for this document. You can save the amendment as a draft at anytime during the creation process if you click Save Draft. Buyers need the capability to download and print a negotiation for offline review. The printed version also does not include any price elements Page 121/209 . 5.18 How do I print information on my negotiation? Much business communication today is carried and managed offline. use the active negotiation's negotiation summary page. for example. or updates to line information if necessary. On the negotiations summary page. 3. Notice that the negotiation number has now been given a suffix.

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

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

4 Awarding Negotiations 2. The Quote/Bid History page displays the responses the negotiation has received. 2.4. click the number link in the Quote/Bid column. On the negotiations summary page.3 What are the different methods I can use when performing awards? Once you have closed your negotiation and analyzed the responses you received. You can award an individual line to a single supplier. Note: You will always be able to unlock and unseal an RFQ/auction you have created. Select Unseal from the Actions menu and click Go. In addition. You can divide an individual line among multiple suppliers. 4. There are several methods you can use when awarding business in a buyer's auction or RFQ: You can award the entire negotiation to a single supplier (multiple suppliers if the outcome is a blanket purchase agreement). Page 124/209 . From the Your Negotiations at a Glance section of the Negotiations Home page.4. You can accept and use the decisions generated by the AutoAward feature. Close the negotiation if it is still open. An RFQ/auction can only be unlocked and unsealed after it is closed. To unlock and unseal an RFQ/auction: 1.2 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.1 How do I view the responses I have received? 1. other users from your company who have the appropriate function security can also unlock and unseal your RFQ/auction. click the negotiation number link of the negotiation you wish to see. 2. To see details about a particular response. select View Quote/Bid History from the Actions menu and click Go.Oracle Sourcing Help 2. an RFQ/auction cannot be awarded until it is unlocked. In addition. 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). Additionally." 4. There is an entry for each supplier who has placed a quote/bid in the negotiation. select Unlock from the Actions menu and click Go. 2. click "Return to Negotiation Summary. 3.4. The resulting page shows details about the response. 3. On the Confirmation page. On the negotiation summary page. 2. you can make your award decisions.

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

Oracle Sourcing Help Page 126/209 .

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

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

Save the file to a convenient location.Oracle Sourcing Help of responses and want to compare them offline. 4. select Export Quotes/Bids from the Action menu. Page 129/209 . you can also specify whether the supplier can see the scoring criteria. you can enter a subjective score for the header attributes. These attribute scores are then added up and the total is the total score for that response. weighting is implied in the maximum score for each attribute. During this process.4. upload your awards into the system. With this method. On the Export Quotes/Bids to Spreadsheet page. The system will calculate a weighted score based on the score value you entered for each attribute. You can enter straight scores for an attribute. From the Your Negotiations at a Glance section. After you have completed your award decisions. To download responses: 1. or you can enter scores and have the system use the score you entered along with the attribute's weight to calculate the score for that attribute. You can also update the spreadsheet with your award decisions and then upload it to identify winning responses. you can manually score the responses you receive for a negotiation. select the type of spreadsheet you wish to down load. you should also download the Instructions file. On the Negotiation Summary page. 5. Once a response is received. you first define the header attributes including weights and maximum scores during the creation of the negotiation. 3. you enter a number (up to the defined maximum) for each attribute score. If you have never used spreadsheet files before. To enter straight scores. click the negotiation number for the negotiation to access the Negotiation Summary page. Open the file and complete it according to the directions in the Instruction file. You can download bids whether the negotiation is open or closed. 6.6 How do I manually score header attributes? Using header attributes. 2. 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. Using subjective scoring. 2. Save the file. You can use an Excel spreadsheet file or a text spreadsheet file.

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

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

1. On the Award Summary page. From the list of search results. Locate the negotiation whose business you have awarded (note that from the Negotiations Home page. o Create Order Negotiations for which the allocation process is in progress or for which the purchase order creation process has been initiated. Page 135/209 .4. select one of the following Status values and click Go.icon in the Details column. click the number link for the negotiation to see the details. o Closed Negotiations which have been closed. These negotiations could be taken to a subsequent round of responding or could have their award process initiated. To see prior award information: 1. o Completed The award process is completed and a purchase order has been requested or a purchase order has not been requested. On the Negotiations Search page. you must have closed the negotiation and made some award decisions.11 Can I see information on my negotiations once I have completed awarding them? In many situations. 3. 2. 2. This information is stored and can be viewed even after you have closed. For each entry in the table. there is a triangular +/. awarded and completed the negotiation. Use this icon to show or hide the detail information for that entry. 3. Use the Search Negotiations fields at the top of the Negotiations Home page to perform an Advanced Search. you can use the subtabs to toggle between the Supplier and the Line views. you can do an advanced search looking for negotiations with a status of Award). 4. it can be helpful to review award decisions you have made in the past. o Award Negotiations for which the award process is either still in progress (there are still outstanding items to be awarded) of completed (there are no outstanding items to be awarded). select Award Summary from the Actions menu and click Go. Click the link in the Number column for the negotiation. 2. On the negotiation summary page.Oracle Sourcing Help To display the Award Summary page: To use the Award Summary page.

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

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

These include those mentioned above as well as type.2 Searching for all negotiations to which you have access: In addition to the negotiations you own. you may have several negotiations that are in different states. For some fields you select menu options. To perform a simple search. and task number. specify a search value and click Go. and a last closed and being awarded. creator. Page 138/209 . When using the simple search method. You can select one of two search methods: simple and advanced. A common task is monitoring and administering all these different negotiations. you select one of the criteria mentioned above from the drop down menu. When using the advanced search. style. You can click the responses link to go to the History page where you can see the details of any responses. event. you enter search values for multiple search fields. These include number. To see the complete list of negotiations you created. item.5. 1. To perform a search. item category. title. or supplier. status. 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. another open and being responded to. There are several criteria you can use when performing a search to restrict the number of search results. click Advanced Search. One may still be in its preview period. enter a value for the search criteria in the Search Negotiations fields at the top of the Negotiations Home page. You can use any combination of these search criteria to reduce the number of results you receive. To perform an advanced search. security level. project number. 2.1. you can click the negotiation number link to go to the negotiation summary page to see details of the negotiation. and click Go. click Full List. Enter search values for as many search fields needed to qualify your search. on the Negotiations Home page. Note that the display shows only a limited number of negotiations. From the Your Negotiations at a Glance display. select the type of search from the "Search Negotiations" menu. For others you enter values.1. supply a search value.5.1 Searching for your negotiations in which you are participating: At any point in time.Oracle Sourcing Help 2. The Your Negotiations at a Glance display shows all negotiations you created in order of time left before their close date/time. All these negotiations can be viewed and accessed from the Your Negotiations at a Glance section of the Negotiations Home page.

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

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

On the negotiation creation page. Such lists include lists of item attributes or price elements. %. enter a search value in the Search field and click Go. a partial name.5. The system performs a begins with search using any search values you entered. From the Search Results display. you may need to change the default to a different address.1. For example. Page 141/209 . For example. Find the correct address and click Select. To search and apply a list: 1.6 Searching for addresses: While creating negotiations. On the Search and Select page.1. Enter as many search values as required to efficiently qualify your search. 2. The Search Results display shows all addresses that matched your search criteria. however. If you do not know the beginning of the name. many attributes default according to the organization you select. a search on %Boston might return North Boston as a billing address. Click Go. or the search wildcard. For each list. there are many predefined lists which you can apply to your negotiation to save time and standardize your sourcing practices.Oracle Sourcing Help 2. you can search for all lists that contain a particular list entry. 3. You are returned to the negotiation creation page with your new address appearing in the address field. a search on b% returns both Beijing and Brussels. This includes addresses such as Bill-To and Ship-To. To search for and select a different address: 1. you can search for all price element lists that contain a particular price element. use a wildcard.5. 2. select the list and click the appropriate links or buttons to process the list if necessary and to apply it to your negotiation. Additionally. 3. you can search using multiple criteria. For example. In some cases.7 Searching for lists When creating a negotiation. Click the flashlight icon next to the address field. such as the percent sign (%). click the link to apply a predefined list. most lists allow you to search by the list name and/or words in the list description. The search value can be an address name. a search on br% returns only Brussels. 2.

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

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

see. Any report displaying calculated amounts do not include any RFI amounts. Page 144/209 . Amounts do not include lines where award quantity and award amount are unspedified. the report reflects only the system-hosted catalog item categories. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity.2. see "How do I run the reports?" Note: For the Auction Outcome report parameter. The report is sorted by category.2. the report reflects only the system-hosted catalog item categories. If Current Price is not available. 4.2. select Standard Purchase Order. To run the Savings by Category report. Section 4. Any report displaying calculated amounts does not include any RFI amounts. you can generate a Savings by Item (Section 7. To run the Awarded Bids Detail report.1.1.3.1.1 "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.1) report for the items listed. savings is zero. Amounts do not include lines where award quantity and award amount are unspecified. You can view the supporting awarded bid by clicking the Auction number or Bid number. Blanket Purchase Agreement.1.3 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. or All Outcomes.2 Savings by Category report What is the Savings by Category report? The Savings by Category report displays your total savings broken down by item category.Oracle Sourcing Help 4. Once you have generated a Savings by Category report. with the category with the highest productive award appearing first. Note the following when generating and evaluating report information: When entering a category search parameter.

4 Awarded Quotes report What is the Awarded Quotes report? The Awarded Quotes report displays information about the selected RFQs that have been awarded in the system. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. Inc . click Save File.2. savings is zero. but at times. savings is zero. Copyright 2000 Three D Graphics. (If you see an Unknown File Type window. See "What are the Sourcing Intelligence reports I can generate?" 2. Amounts do not include lines where award quantity and award amount are unspecified. 4. click Export to Spreadsheet at the bottom of the report page. see "How do I run the reports?" Note: For the Auction Outcome report parameter. You can view individual quote details by clicking the quote number.) Save the file to the drive/location of your Page 145/209 . 3. Perspective for Java licensed from Three D Graphics. Inc. There are two main steps in this process: To export report data to a spreadsheet: 1. Any report displaying calculated amounts do not include any RFI amounts.. If Current Price is not available.3 How do I export data to a spreadsheet? You can conveniently view report data online. If Current Price is not available. Note the following when generating and evaluating report information: o o o o When entering a category search parameter.1. 4.1. the report reflects only the system-hosted catalog item categories. select Standard Purchase Order.Oracle Sourcing Help Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. You are prompted to save the file. To run the Awarded Quotes report. Blanket Purchase Agreement.. Generate the intelligence report of your choice. After you have generated your report. you may want to export the data to a spreadsheet application where you can analyze and format the numbers at your discretion. or All Outcomes.

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

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

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

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

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

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

shipping and billing information. To respond to a negotiation you must: 1. Find a negotiation in which to participate (See Section 2. or quote). Submit your response (bid.6 “How do I submit a response online”). price elements. Under Open Invitations.1.1. 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. 3. (See Section 5. use the Search Negotiations fields to access the Active Negotiations page. The Notes and Attachments section displays any text messages from the buyer and any attached files.1 “How do I monitor negotiations to which I've responded”). click the negotiation number to access the Negotiation Summary page for the negotiation in which you are interested. Attachments can be viewed by clicking the paperclip icon. you can view information on the item attributes by clicking the "View" link under the Details column.Oracle Sourcing Help Creating and managing sourcing events Updating profile information Viewing award decisions Updating profile information 5. detailed item information. 2.1 “How do I access negotiations”). Alternatively. Monitor the action in the negotiation in which you are participating. If the item has attributes.4 How do I view the details of a negotiation before placing a response? 1. Click the negotiation number to access the Negotiation Summary page. Page 152/209 .3 How do I respond to a negotiation? Suppliers can respond to public negotiations and private negotiations to which they have been invited.1. The Negotiation Summary page displays all the current information for this negotiation. 5. pricing.4. or price breaks associated with it. This includes such information as the time the negotiation. 2. the response controls. (See section 5.2.

2.1. 5. 4. 3. These line attributes identify the questions the buyer has about a particular line. From the Results: Active Negotiations. 5. search for any open RFIs or RFIs to which you've been specifically invited. On the Terms and Conditions page. RFIs to which you've been invited will appear under Open Invitations. From the Negotiations Home page. If the buyer chose to include the Price and Quantity fields. If the negotiation is closed. Otherwise. the Price and Quantity fields are display only and you cannot enter anything in them. either accept or reject the negotiations conditions. Buyers use responses to an RFI to qualify suppliers early in the procurement process. RFIs may or may not be concerned with line price or costs. Since the purpose of an RFI is to obtain product and service related information for a negotiation line. The purpose of an RFI is to gather information on goods and services a supplier company provides. most negotiation lines in an RFI have attributes defined.Oracle Sourcing Help If the negotiation is open. the RFI can be converted to an RFQ or buyer's auction. you can review any current responses by clicking the number link under the Responses/Quotes/Bids column. On the Create Response page. you are required to provide values for these fields. If the negotiation is sealed. select the RFI to which you wish to respond and click Respond. and the buyer can initiate a regular price/cost negotiation with the targeted suppliers. 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. enter response values as you normally would when bidding or quoting online. you can only see the response history if you are the buyer. Line attributes appear under the Lines section of the Page 153/209 . To respond to an RFI: 1. no one can see the responses until the negotiation is over and unsealed. You can find open RFIs by entering search values in the Search Open Negotiations fields and clicking Go. Once the appropriate group of suppliers has been identified. The purpose of RFQs and buyer's auctions is to negotiate line price and costs prior to generating a purchasing document.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.

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

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

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

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

On the Line: page. you see any notes and attachments assigned by the buyer to the line. Alternately. a buyer can add item attributes and/or price elements to any item(s) in the negotiation.Oracle Sourcing Help 5. 5. The negotiation summary page displays all the information on the negotiation broken down into a tab-oriented form so you can easily view the information contained in the different sections of the negotiation.8 How do I use item attributes and price elements when responding to a negotiation? When creating a new negotiation. on occasion the buyer may need to communicate or request additional information such as specialized requirements. the page displays the negotiation header information. To view the notes and attachments: 1. Once you have viewed all your attachments. From the Negotiations Home page. there will be two attachments for each line. The second attachment is the line attachment. Click the negotiation number link to display the negotiation summary page. By default. From this page you can continue placing a response. When you respond to a negotiation that includes item attributes and/or price elements. 3. Page 158/209 . search for an open negotiation by selecting a search criteria. 4. The buyer can use the note text box for short communications or use attachments for larger amounts of information. 2.7 How do I view the attachments associated with the negotiation to which I am responding? In addition to the typical negotiation information. If this line was AutoCreated from Purchasing and there was both an attachment at the requisition header level as well as attachments at the line level. click the negotiation number link under Your Company's Open Invitiations to view negotiations to which you have been invited. Notes and attachments can be assigned to the negotiation header or the negotiation lines. providing a search value and clicking Go. 5. click that line's number link. Click the Lines subtab to see details of the negotiation lines. The first attachment is the requisition header attachment. you can view these specific item details (if allowed by the buyer) and enter additional values to target your response.1. To see the detail information for each line. click Return to Negotiations to return to the negotiation summary page.1. Price elements identify additional costs associated with an item which need to be negotiated in addition to the item price.

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

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

the bidder may wish to update the non-price related information to improve the price to total score ratio. 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. continue entering your new bid information (including new proxy specifications if desired). the bidder may wish to halt the proxy bidding to update bid information. there may be certain instances in which the bidder needs to end proxy bidding early. and click Cancel All Proxies. proxy bidding in suspended. The Cancel Proxy Bidding page shows all line items for which you have proxy bidding enabled. Or in a multiattribute weighted negotiation. 2. To cancel proxy bidding. all of your bids (losing and winning) in an auction are improved by the percentage you enter in the Power Bid field. you can monitor its progress by locating the negotiation number under Your Active and Draft Responses section of the Negotiations Home page. click Cancel Proxy at the bottom of the page. 1.Oracle Sourcing Help 5. Select the items for which you wish to disable proxy bidding. Once enabled. the system will continue to rebid at lower prices until the bidder's minimum bid price is reached. click Create Bid. To continue placing a new bid. However. On the Rebid page. When you use power bid.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. For example. Once you have placed a bid using proxy bidding. Usually. Page 161/209 . this happens when the bidder needs to update bid information.1. When the Rebid page appears. it can be allowed to run to conclusion. once proxy bidding has been initiated. the promise date offered by the bidder may need to be updated due to unforeseen situations at the time the proxy was begun. Cancelling proxy bidding In most cases. 5.1. In both these cases. click the Response number link. Click Create Bid to create a new bid. 3. The bidder specifies the amount of the price decrement (expressed as a percentage or a flat price reduction) and the minimum price to offer. At this point.12 What is power bid? Power bid allows you to expedite your rebidding when you have bid on several items in the same auction. Power bidding cannot be used if any of the auction items contain price elements. To view the details of your current bid.

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

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

Search for the negotiation.Oracle Sourcing Help 5. 1. Select the negotiation and click Respond. If there are multiple amendments. 5.17 How do I respond to an amendment to a sourcing document? After publishing a negotiation. On the Acknowledge Amendment page. Page 164/209 . click the checkbox and then click Acknowledge. 3. Click Yes.1. the buyer may need to update some of the information defined in the sourcing document. If you placed a response before the amendment was made. you can continue to respond to the negotiation normally.1. When you respond to such a negotiation. You are informed that the negotiation has amendments and are prompted to acknowledge them. 2. Once a document has been amended. If you do not accept the negotiation's terms and conditions. You will not be allowed to enter a response in the negotiation.16 Why would a negotiation have special terms and conditions? Your buying company can include customized terms and conditions that govern its negotiations. you must review and acknowledge the amendments and place a new response. 5. To respond to a negotiation that was amended before your first response: If the amendment was made prior to your first access. review the document information. Review the negotiation's terms and conditions. Once you have acknowledged all the amendments. you must have reviewed all the amendments and placed a response to the latest one. then continue entering your response. you will only be able to respond to the amended version. 4. To be eligible for an award decision. you must review and acknowledge each one. 6. To respond to a negotiation that was amended after your first response: 1. these terms and conditions are presented before you enter the details of your response. Such updates are called amendments. click Cancel. the next time you access the system the status of your initial response will have been changed to Resubmission Required in the Your Active and Draft Responses section of the Negotiations Home page. click Accept.

The negotiation summary page shows the original version of the negotiation. and you must respond to these deliverables before their dates expire. The Amendment History page has entries for the original negotiation and any subsequently amended versions. You can toggle between the current version and its prior version using the buttons. Click Acknowledge. The currently active version has the highest number and is the first entry in the table. there may be deliverables to which you must respond. you respond to the deliverable and update its status. 7. 4. This includes responses to any contract terms the buyer has defined. Click the suffixed number links to see the different versions of the sourcing document. To be considered for an award decision. Click the negotiation number link to view the original negotiation and its updates. Click Acknowledge Amendment. the due date for completion of that deliverable has passed and that deliverable is late. The Review Changes page identifies the information that has changed.Oracle Sourcing Help 2. If there is an exclamation point icon in the Alert column. You use the Create Response page to enter your response to the buyer's negotiation. If Oracle Procurement Contracts is implemented by the buying organization. which you must review and acknowledge. they will be listed in the Deliverables section. 2. you can place a new response on the negotiation. 6. If there are deliverables. Once you have acknowledged all the amendments. 1.1.18 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. Contract terms are displayed in the Contract Terms section of the page. If there is an X icon in the Alert column. Page 165/209 . 9. Each deliverable has a due date. you are presented the first amendment. You are presented any additional amendments. and then click the checkbox acknowledging you have reviewed the amendment. Review the information. 5. Once you have completed the tasks outlined in the deliverable. 3. the responsible party failed to perform the deliverable. 5. you must acknowledge that you have viewed the amendment and placed a new response. Click the Update icon. Click "View Amendment History" to see the changes made to the original negotiation. On the Acknowledge Amendment page. 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. The amended versions are suffixed with an incrementing counter. or click the Review Changes icon to see what information changed between a version and its prior version.

Oracle Sourcing Help

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

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

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

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Oracle Sourcing Help

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

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

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

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

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

5.2.3

How do I track the status of my responses?

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

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

5.2.4

What information is contained on the Disqualified Responses page?

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

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5.2.5

What information is contained on the Awarded Items page?

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

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The Rejected Items page allows you to drill down into detailed information about the negotiation and your response to it. Response Price The price at which you offered to sell the item.| Type The type of negotiation: RFQ. Reason Any message provided by the buyer explaining why the item was not awarded.Oracle Sourcing Help 5. Promise Date The date by which you promised to deliver the item. Once a negotiation has been published. if any. or Buyer's Auction Item Description Description of the negotiation item.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. 5.2.2. Response Quantity The number of item units you offered to sell the buyer. participants can communicate with each other by entering into an ongoing conversation called an online discussion. Negotiation Number The number assigned the negotiation by the system.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. Your Response Number The number you assigned your response. Page 170/209 . The Rejected Items page shows: Response Number The number assigned to your response by the system.

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

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

To continue placing a new bid. 2. click Create Bid. click Cancel Proxy at the bottom of the page. or save it to a location on your machine and review the document there. To print a negotiation (for buyers): 1. On the Rebid page.Oracle Sourcing Help To cancel proxy bidding. select Print Document from the Actions menu 3. open and inspect the print directly. Access the negotiation by clicking its negotiation link. and click Cancel All Proxies.2. Government organizations in particular present solicitation packages according to a unified format. continue entering your new bid information (including new proxy specifications if desired). you can monitor its progress by locating the negotiation number under Your Active and Draft Responses section of the Negotiations Home page. Select the items for which you wish to disable proxy bidding. click Full List. When the Rebid page appears. On the negotiation summary page. 3. 5.9 How do I print information on my negotiation? Much business communication today is carried and managed offline. Buyers need the capability to download and print a negotiation for offline review. current prices. When the prompt box appears. Click Create Bid to create a new bid. or names of invited suppliers. search for the negotiation you wish to print. click the Response number link. mail or email. If Oracle Procurement Contracts is implemented and the sourcing document has contract terms attached to it. The Cancel Proxy Bidding page shows all line items for which you have proxy bidding enabled. The Cancel Proxy Bidding page redisplays without the line item(s) for which you just disabled proxy bidding (you can choose to retain proxy bidding on some line items but not others). the clauses and deliverables are printed as well. Responders should be able to complete negotiation documents and return the results by FAX. The printed version also does not include any price elements defined to the negotiation. These negotiations are listed under the Your Negotiations at a Glance section. Once you have placed a bid using proxy bidding. Page 173/209 . If you cannot see all your negotiations. 4. 1. 2. To view the details of your current bid. The printed version of the negotiation is appropriate for public display since it excludes all internal data such as internal attributes. On the Negotiations Homepage.

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

You use the Create Response page to enter your response to the buyer's negotiation. Click the suffixed number links to see the different versions of the sourcing document. 3. Click the negotiation number link to view the original negotiation and its updates. This includes responses to any contract terms the buyer has defined. To be considered for an award decision. The amended versions are suffixed with an incrementing counter. 4. If you placed a response before the amendment was made. Click Acknowledge. you must acknowledge that you have viewed the amendment and placed a new response 7. Click "View Amendment History" to see the changes made to the original negotiation. If Oracle Procurement Contracts is implemented by the buying organization. you are presented the first amendment. You can toggle between the current version and its prior version using the buttons. 2. 6. Contract terms are displayed in the Contract Terms section of the page. 8. you can place a new response on the negotiation. Page 175/209 . The Review Changes page identifies the information that has changed. Review the information. 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 currently active version has the highest number and is the first entry in the table. 9. On the Acknowledge Amendment page. 5. or click the Review Changes icon to see what information changed between a version and its prior version.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. You are presented any additional amendments. there may be deliverables to which you must respond. Once you have acknowledged all the amendments. 5.Oracle Sourcing Help To respond to a negotiation that was amended after your first response: 1. 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 Amendment History page has entries for the original negotiation and any subsequently amended versions. which you must review and acknowledge. Click Acknowledge Amendment. and then click the checkbox acknowledging you have reviewed the amendment.2. The negotiation summary page shows the original version of the 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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If you receive a Task Access Restriction message. 6. 6.5 Whom should I contact about technical difficulties? If you experience technical difficulties with this system you should contact your system administrator. links. or if your upload does not complete. If you are using a slow dial-up connection. button. particularly for large files. Function security means that features can be used only by users who are allowed access to the features.1.Oracle Sourcing Help 6. or task bar options? All system features are controlled by function security and your userid. Total Agreement Amount Page 180/209 . note the error text if any.6 What if I have problems uploading files? Check the online Help about errors or failures.1. the connection. some browsers will not upload files or browse directories whose names contain language-specific marks such as accents or umlauts. Note: Depending on how the system is set up. or other feature. try placing the file in a WinZip file to reduce the file size or using a faster connection to the system. task bar option.2 Glossary A Agreement Terms (Blanket Purchase Agreement only) Agreement terms are optional. and (for bulk load jobs only) the job number. Users who are associated with this responsibility can access and perform specific features. Your Sourcing responsibility assignments determine which features you can use. Then contact your system administrator. and apply only when you have selected "blanket purchase agreement" as the auction outcome. buttons. Your system administrator controls function security by creating a Responsibility consisting of different functions.4 Why can't I access some pages. may time out before the system receives the file. you should contact your system administrator to request additional function assignments. or multibyte languages (such as Chinese). or if you cannot view or access a specific page. link.1. 6. the steps you performed that led to the problem. If the feature in which you are uploading allows. Agreement Start Date/Agreement End Date The period during which the blanket purchase agreement is effective. If you still cannot determine the cause of an error or failure.

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

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

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

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

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

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). M Minimum Bid Decrement The minimum amount by which bids must decrease This is set in the auction's bid controls.000 Bidder B's second bid = $800 Bidder B's third bid = $600 Minimum Release Amount Page 186/209 . If you specify your bid decrement amount as a percentage. the decrement percentage will be calculated based on a bidder's original bid price. but will be applied to the bidder's current bid price. Note: A bid decrement amount will always be applied to a bidder's current bid price. bid decrement = $100 Bidder A's original bid = $1. bid decrement = 20% Bidder B's original bid = $1.000 Bidder A's second bid = $900 Bidder A's third bid = $800 Auction #2234. 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). You can enter either a straight amount or a percentage by which bids must improve.

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

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

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

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

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

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

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

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

a Windows screen reader. and contains markup to facilitate access by the disabled community. and supporting documentation accessible. however. To that end. 6.3.4 Product Integration and Licensing This documentation includes information about many features of Oracle Applications other than this product.1 Accessibility of Code Examples in Documentation JAWS.Oracle Sourcing Help 6. Oracle neither evaluates nor makes any representations regarding the accessibility of these Web sites. visit the Oracle Accessibility Program Web site at: http://www. Page 195/209 . may not always correctly read the code examples in this document. 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. our documentation includes features that make information available to users of assistive technology.com/accessibility/. This documentation is available in HTML format. to the disabled community. 6. services. with good usability. The conventions for writing code require that closing braces should appear on an otherwise empty line. and must be fully installed to take advantage of their features.oracle.3 Documentation Accessibility Our goal is to make Oracle products. For additional information. These other Oracle Applications may require separate licenses. 6. Standards will continue to evolve over time.2 Accessibility of Links to External Web Sites in Documentation This documentation may contain links to Web sites of other companies or organizations that Oracle does not own or control.3. JAWS may not always read a line of text that consists solely of a bracket or brace.

Inc.Oracle Sourcing Help 7.type (bid or quote). For each supplier.1 «How do I run the reports?" Notes: Note the following when generating and evaluating report information o o o Any report displaying calculated amounts does not include any RFI amounts.1. Copyright 2000 Three D Graphics. savings is zero.1. If Current Price is not available. Inc. 7. Amounts do not include lines where award quantity and award amount are unspedified. see Section 4. You can sort the report by clicking on the any of the underlined column headings To run the Awards by Supplier report. Page 196/209 .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).3. as well as the total amount awarded to this supplier. Appendix 7.1 What are the Sourcing Intelligence reports I can generate? You can generate any of the following Sourcing Intelligence reports: Awards by Supplier report Savings by Category report Awarded Bids Detail report Awarded Quotes report Perspective for Java licensed from Three D Graphics. the report shows the total amount generated by each sourcing transaction. Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity.

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

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

Select Scoring Settings above the Attributes table to define the defaults that will be used for your header attributes. If you change the max score. you can choose to also define header attributes. You define the following defaults: Enable weights If you click this checkbox. Weighted scores for all header attributes are added together to give the total score for a response. personnel qualification. These attributes often solicit information about the supplier.1 What are header attributes and how do I use them? You can define header attributes that apply at the negotiation level. See How do I score header attributes? for details on how weighted scores are used. and financial visibility. Display scoring criteria to suppliers Select this checkbox to allow suppliers to see the criteria you will use when scoring their responses. Click Add Another Row and continuing defining attributes until you have finished entering attributes. You can enter a number that represents the highest number that can be entered for any header attribute. a Weight column appears in the Attributes section in addition to the other attribute columns. This is the default value that appears throughout the negotiation for a particular attribute unless you change that attribute's default. it only applies to new attributes. Weights are used along with the scores you enter during the analysis phase of the negotiation. 7.3 What are score settings and how do I use them with header attributes? While defining your negotiation header. to calculate the value for a supplier's response to this attribute.3. You use this column to weight this attribute in relation to all the other header attributes. Knowing such information provides you with a better understanding of the Page 199/209 . Complete the required attribute fields. Click Submit 7.Oracle Sourcing Help 4. Note: The settings you specify here apply to all header attributes. 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. Default maximum score.

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

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

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

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

The default status is active.how the cost for this price element is determined. On the Create Price Element page.a fixed amount regardless of the number item units. Status .4. 3.a percentage of the final negotiated item price. Fixed Amount . 4. Please see How do buyers and suppliers communicate while a negotiation is in progress? (See Section 2.Oracle Sourcing Help To create a reusable price element: 1.9) Page 204/209 . click the Auctions or the RFQs tab. 6. select the language for which you are defining the price element. From the Sourcing Welcome page.a fixed amount for each unit of the item. Click "Price Elements" under Auction/RFQ Tools. Description . click Done.a text description of the price element Pricing Basis . You can define the same price element to every language installed. When you have finished entering." 5. 7.this name must be unique within all price element names. Per-Unit . You return to the Price Elements page. On the Price Elements page. Click "Create Price Element.8 Can suppliers communicate with each other while a negotiation is in process? This file has been obsolete. % of Item Price .this code must be unique within all price element codes Price Element Name . enter information for the following fields: Code . 2. You can change the statue to Inactive to prevent the price element from being added to any negotiations.

2 “About the Contract Terms Library”). the text of a standard clause in the business document can be changed. or a standard clause that you edit and make non-standard. all the clauses in the contract template automatically become standard clauses in the business document. Unless protected.Oracle Sourcing Help 7. or you can leave the clauses in draft form. you must perform the following steps: 1.1 About Clauses A standard clause is the legal or business language used to author a contract. You can either approve clauses before adding them to the contract template. Prior to approval. 2. A non-standard clause is a clause that you create to add in directly into the business document. Apply the contract template to a business document. Standard Clauses A standard clause is a clause defined in the Library (See Appendix 7. 3. Clauses are drafted based on both business and statutory requirements. In order to make standard clauses available to be used in business documents. Page 205/209 . Approve the contract template. You can create and modify standard clauses in the Library.9. the contract template can contain both approved and draft clauses. Non-Standard Clauses Non-standard clauses exist only in business documents. 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. 7.9 About Contract Templates Oracle Contracts enables you to define a standard set of templates to easily default terms and conditions for contracts authored by your organization. Add the clauses to a contract template.9. not in contract templates. After you apply the contract template to a business document. You can create templates that include both clauses and deliverables. at which point the clause becomes a non-standard clause. These templates can then be used to default clauses and deliverables on a contract.

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

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

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

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

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