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

.... and how do I create and use them? ...... 114 2.......6 How do I download the responses I have received? .......3 How do I respond on behalf of suppliers without Internet access?..........1............ 107 2.................3...............1....................................3.............................10 Can I invite additional suppliers to a negotiation I've already created? .................... 98 2......1..................3....4...............5 How do I create a deliverable and use it in a negotiation document?..... 106 2...................3... 88 2..11 How do I extend a negotiation that is in progress? ..........1 How do I create a deliverable and use it in a negotiation document?....... 92 2..10 How do collaboration teams work? ... 86 2............................................................6 ...............................2 What is a sourcing event? .........................3 How do I define services related lines?...4.... 112 2..... 97 2.................Oracle Sourcing Help How do I use price elements? ....................5 2...4 What are contract terms and conditions........ 103 2....7 How do I analyze the responses I have received?.........................................................................................................................................12 How do I change my auction's AutoExtend settings while the auction is in progress?.....3....... 93 2.......................................................1...................... 102 2.........................3................. 106 2.............. 96 2.4.........4...... and how do I use them in my negotiation?................3... and how do I use them in my negotiation?........................................1..................1......... 117 Page 5/209 2....1 How do I access negotiations? .........................2 What kind of services can I negotiate for?......................3...................1..............................4.........3.............................7 What are contract terms and conditions. and how do I use them?....... 98 2.................1...................................................................4 What are Your Negotiations at a Glance?...........................4..4.................. 105 2....4.....4....... 116 2........... 114 2...............................1...................... 108 2......... 96 2.12 How do security levels work? ...................2 Using Oracle Services Procurement and Oracle Procurement Contracts..................3 Monitoring Negotiations......................2....2.......................14 How do I initiate a new round of responding?......................1................................. 102 2....... 95 2.....3.............1.....2........... 109 2..2..1....2 How do I monitor the negotiations I have created? .........3........ 107 2............. and how do I use them?.......................... 99 2............................................................7 What are price breaks.................. and how do I use them?............. 103 2...........................................5 How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line?.....13 What are global agreements...........................................3...........1........ and how are they used? .. 91 2.......................1 What are some negotiations strategies I can use? ...........1... 105 2.........3..... 84 What are Reusable Price Element Lists......................... 84 2...........................................................................................13 What is shortlisting and how do I use it? ......3......8 What are price breaks...............6 How do I copy a sourcing document?...............4............ 115 2.............11 Who can participate as team members? ......8 How do I view the backing information for lines AutoCreated from Oracle Purchasing?.... 100 2..............4.9 How do buyers and suppliers communicate while a negotiation is in progress? .....................9 What are amount based line types.......................................3.............. 88 2..................4 Can I create and save sourcing documents without submitting them? ............................1...................4 Additional Creation Topics ........3 Are there any shortcuts available when creating a sourcing document? ...........1... 110 2.......... 100 2.................... 104 2...3.....4........1.3..........4..................

................1....................4...............2................................ 147 4................7 How do I use a spreadsheet to award negotiation items?..................2...4 How do I award business in an RFQ or auction?........................................... 141 2................... 145 4........2...........................................................................5...................................................... 131 2....................3 Awarded Bids Detail report ..3........................ 133 2..............................................................5...............................17 How do I create an amendment to a negotiation? ...............1...1...................7 Searching for lists..2 How do I unlock and unseal a sealed RFQ or auction? ................................................................11 Can I see information on my negotiations once I have completed awarding them? .........19 How do I view the approval history for my negotiation? ................................. 136 2.................. 144 4.............. 142 4.4.............................1 How do I update my Sourcing personal options? ..............1 What is Sourcing Intelligence? ......12 How do I generate a purchase order document? .....1................................................................... RFQ...... 143 4...4.. 143 4.......................2 What are the Sourcing Intelligence reports I can generate?...............2 What is the Savings by Category report?......................3.4.........2 Searching for all negotiations to which you have access:.......... 145 What is the Awarded Quotes report? ............1...................................................4...........5. 142 3...15 .1 Searching for your negotiations in which you are participating: .......18 How do I print information on my negotiation? ... 130 2........................ 143 4............................... 124 2.... 122 2.................................4 Awarding Negotiations ...3................................ 120 2...4.................................................4 Awarded Quotes report ... 124 2........... 120 2...................1........................................3.1 What is the Awards by Supplier report? ..............................2 Savings by Category report................1.................................... 137 2........................2. 147 4..6 How do I manually score header attributes? ....................1 How do I search for information on Oracle Sourcing? .......................5.......9 How do I disqualify responses I receive for an RFI.....6 Searching for addresses:..............2. 120 2...............1.4...............5.......................8 How do I allocate backing requisitions among awarded items? ................ 124 2... 139 2............1 Introduction to Sourcing Intelligence...... 129 2............................................................... 135 2............2........4...4...........1...................... 138 2......16 How do I cancel a negotiation?....5....................................................... 137 2................1. 144 4..4....3.........1 How do I run reports? .......... 139 2.......................... 137 2. 148 Page 6/209 2..1............................................ 140 2............ 147 4..........................................10 What information is contained on the Award Summary page? .................. 141 3............ 144 What is the Awarded Bids Detail report? ... 143 4.............................................. 128 2................ 133 2.......3 Searching for draft negotiations ...........5................ 143 4..................................... My Profile ..........1 How do I view the responses I have received? .......... 127 2......................4....3............ 124 2.4 Searching for suppliers:..1..4............... or auction? ........ 145 4..................................... 138 2........5 How do I download the responses I have received? ........................1 Awards by Supplier report .3 What are the different methods I can use when performing awards? ...............4.........20 How do I manage deliverables I have assigned to a negotiation?.........Oracle Sourcing Help How do I close a negotiation before its scheduled close date and time?.........................................1...................2 Intelligence Reports ..........5..............3 How do I export data to a spreadsheet? ..........................................................1.......... 121 2........... Sourcing Buyer Intelligence Reports....13 What is contract binding?....1...................3...............5 Searching for lines and categories.................... 123 2...................................5 Searching.....

...........................1.....1................... 167 5......8 How do I use item attributes and price elements when responding to a negotiation? .. 163 5............................2 Monitoring Negotiations...2...........................................................................................................2..............................1 What are the benefits of registering and participating in this system? ...................3 How do I respond to a negotiation? ... 149 5.2 How do I use Quick Links?............................. 159 5... 167 5.......................................1.....10 What is proxy bidding and how does it work?. 162 5........5 What information is contained on the Awarded Items page? ...............5 How do I respond to a Request for Information (RFI)?......................1 Additional Topics ............................................... 173 5. 153 5.................. 170 5...... 158 5...............................11 How do I turn off proxy bidding? .............................................................6 How do I submit a response online? .............. 179 6..10 How do I respond to an amendment to a sourcing document? .1..........Oracle Sourcing Help 4....................................1.......17 How do I respond to an amendment to a sourcing document? .............................18 How do I respond to a deliverable defined to a negotiation?....................2..................................................2. 177 5..........6 What information is contained on the Rejected Items page?.......... 169 5............ 167 5........................ 148 4.......................................9 What is AutoRefresh? .........1...... 161 5...................... 174 5.. 152 5...............................3.........................13 How do I download a spreadsheet and respond offline?......1................ 164 5...........2................................. 168 5......2 Can international companies participate? ......................................... 150 5.......................................................................9 How do I print information on my negotiation? ...............1.............19 How do I respond to a service-related line?.............................7 How do I view the attachments associated with the negotiation to which I am responding? ..............1 How do I access negotiations? ................. 170 5......2.2.... Help for Sourcing Suppliers................................2........................................................1......... 178 6........2......................2..... 163 5......................2 How do I use Quick Links?.......... Additional Information..................4 What is the Awarded Quotes report? ............... 167 5.................................1.................................................. 175 5.....14 How do I rebid on an RFQ or auction? ................................... 172 5...... 179 Page 7/209 ......................2. 165 5........3 How do I track the status of my responses?............................1................ 178 6.......1.................1.2..........................2......16 Why would a negotiation have special terms and conditions? ......4 How do I view the details of a negotiation before placing a response? .................8 How do I turn off proxy bidding? ........ 151 5.....................................................12 How do I respond to a service-related line?.............1..................................................................................................... 164 5...........1..1 Responding to Negotiations....3 What is a WinZip (or zip) file? ..1........................................................ 176 5.............. 161 5..................4 What information is contained on the Disqualified Responses page? ............................................1................. 152 5.....11 How do I respond to a deliverable defined to a negotiation?......... 154 5..........12 What is power bid?........3 Searching.........1... 158 5............................ 150 5.2............ 166 5................................1 How do I monitor negotiations to which I've responded? .......7 How do buyers and suppliers communicate while a negotiation is in progress? ...........................................1..... 159 5............. 150 5....15 How do I respond to a negotiation that has gone to an additional round of responding?..................................................3 What is the Awarded Bids Detail report? ...................................1........1........................... 178 6...............1 How do I search for negotiations? .1.................................. 177 6.......

...... 196 7......................6 What if I have problems uploading files? ................ 195 6..........................................9 About Contract Templates ..... 206 System-Defined Variables ................................................................... 203 7................................ 207 Value Sets for Variables. 180 6..Oracle Sourcing Help 6................................................................ 197 7........... or task bar options? ........................................ 180 6...................................................2 About Variables ....................................1............... 202 7................ 208 7.....................1.................1........................................................................ Appendix ...............7 What are reusable price elements and how do I create them? .1 Accessibility of Code Examples in Documentation ...............................2 Reusable Attribute Lists ...................................................... 197 7................................. 205 Standard Clauses ............. 208 Page 8/209 .............................................1 About Clauses ...................................3 What are score settings and how do I use them with header attributes? ..............................1 What are the Awards by Supplier report? .....3 What is the Awarded Bids Detail report? ....................... 206 7..........................................................................3 About Deliverables...................................6 Why are some RFQs and auctions associated with a sourcing event? ....1 What are header attributes and how do I use them?........................................... 207 User-Defined Variables............................................ 195 7.9...... buttons.... 199 7.............................5 Whom should I contact about technical difficulties?..................3........ 200 7.............1....2 What is the Savings by Item report? ...2.................................9.......... 205 7..........................................3.................5 How do I use the Graphical Monitor to view responses to items in my negotiation?.......................................... 203 7..................................9......3..................2 Glossary.............................2 Accessibility of Links to External Web Sites in Documentation.......................................9.....................4 Product Integration and Licensing. 205 Non-Standard Clauses.......................... 207 Variable Identification .....1 What are the Sourcing Intelligence reports I can generate?................1 How do I create an attribute list? .4 Why can't I access some pages.................................................................................................................................................1.........1...................... 195 6...................................................... 195 6...... 206 Table Variables .................................. 199 7.... 198 7........................................................... 198 7.......................................8 Can suppliers communicate with each other while a negotiation is in process? ........ 180 6..........................3 Documentation Accessibility .4 What is the Awarded Quotes report? ......................................................... 196 7....... 180 6................... links............ 198 7...................................................... 196 7..........................................1 About the Contract Terms Library.........................................................................................1........... 204 7...............1............................... 205 7...... 207 Deliverable Variables.....4 How do I enter business terms and conditions for my RFxs and auctions? ......

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

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

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

The four different types of sourcing documents available . Common Functionality All sourcing document types have the following common functionality to simplify the negotiation creation process: Reusable Attribute Lists (See Appendix 7.2.requests for quotations (RFQs). Page 12/209 . quantity.1.4.6 “How do I copy a sourcing document”) Multiple Currency support (See Section 2. Prices are established based on actual supply and demand at the time the negotiation is transacted. can bypass intermediaries and establish relationships that might not have been possible using more traditional methods of buying and selling.2 Getting Started with Oracle Sourcing 1. and item-specific attributes. but on lead times.2. Buyers use real-time interaction to obtain information on suppliers' products and services. requests for information (RFIs).1 Frequently Asked Questions: Oracle Sourcing 1.1 What is Oracle Sourcing? Oracle Sourcing offers flexible negotiation capabilities to buyers and sellers.1.1. who might never meet face-to-face.2.2.4 “How do I create and edit a reusable invitation list”) Sourcing Template (See Section 2. and buyer's auctions.2 “Glossary”) Terms and Conditions enforcement (See Section 5. Buyers can use the information obtained to subsequently conduct an RFQ or buyer's auction.1 “How do I create an attribute list?”) Reusable Invitation Lists (See Section 2.1.1.3. enabling them to efficiently obtain the best possible prices for goods and services.7 “Can I accept responses in multiple currencies”) Multiple Language support Notes and Attachments (See Chapter 6.2. Buyers and sellers.Oracle Sourcing Help 1.16 “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. and then use that information to create negotiations that drive prices based not only on price. “How do I create and edit negotiation templates?”) and Copy features (See Section 2.1.1.

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

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 .

See the table below to help you determine which type of negotiation to create. Page 15/209 . RFQs can be blind (buyer can see the quotes during the RFQ. but suppliers cannot) or sealed (neither buyer nor suppliers can see the quotes until the RFQ is closed and the quotes are unsealed). and whether partial bids are allowed. Once the auction is completed. such as office furniture and memory chips. Therefore. so suppliers can never see each other's quotes while the negotiation is in progress. and auctions. the buyer has the power to fine-tune the RFQ and initiate detailed negotiations. RFIs can be (and typically are) taken to multiple rounds until the buyer has enough information to identify supplier(s) with which to deal. Once suppliers have submitted an initial round of proposals (quotes). Buyers can discover new suppliers or buyers and get competitive pricing or improved service. Buyers can tailor each auction to control who can see bids during the auction. whether multiple rounds of bidding are possible. The RFQ process is generally the longest of the negotiation processes. request for quotes (RFQs).2 What are the differences between the available negotiation types? The four types of negotiations are Requests for Information (RFIs)'. RFIs typically do not make reference to item price or quantity. If permitted by the buyer. Requests for Information (RFIs) RFI's are used to qualify suppliers and their goods and services for subsequent procurement activities. This process may go through multiple rounds of negotiations and quotes. suppliers can view all bids submitted while the auction is open. RFIs are used more for gathering information on goods and service provided by a supplier than to lock in particular price information. such as made-to-order manufacturing or construction projects. suppliers are immediately notified of the auction results via online notifications. This information generates competition and encourages suppliers to submit their best possible price. The supplier responds by answering the buyer's questions. RFIs identify important item criteria on which the buyer needs information. as necessary.2.1. the information contained in the RFI can be copied into an RFQ or buyer's auction. The buyer uses supplier responses to identify the group of suppliers who should be included in the subsequent negotiation. Requests for quotes (RFQs) RFQs enable buyers to collect quotes from suppliers for complex and hardto-define items or services. At the conclusion of the RFI cycle.Oracle Sourcing Help 1. Many different items can be included in an auction. Auctions Auctions enable buyers to solicit bids for goods and services that are clearly defined.

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

have previously created.1.3.1.11) Buyers can Manual Extend (See manually extend Section 2. Convert to negotiation document (See Section 2.15) scheduled close Minimum Bid date.8) RFIs use item attributes to solicit item information from suppliers.15) Buyers can manually extend an RFI or close an RFI earlier than the scheduled close date.1. Page 17/209 .7) 2. Multiple If allowed by bidders may multiple bids.4.8) Section 5. terms and conditions.7) 1. submit Other Proxy Bidding (See Attribute Based Section 5. Manual Extend/Early Close (See Sections 2.3 What time saving functions are available to me when creating negotiations? There are many ways you can streamline the creation of sourcing documents: Copying an existing document You can copy documents that you.1.1.1.11) an RFQ or close an RFQ earlier Early Close (See Section than the 2.1.1.4. Multiple Quotes The RFQ business process allows suppliers to submit a single quote per round.1. or any other users in your organization.1.2) Information obtained during the RFI can be used to create a new negotiation document.10) Price Elements Attribute Based Bidding (See Section (See Section 5.1. Decrement/Increment (See Section 2.2.Oracle Sourcing Help Attribute Based Bidding (See Section 5. The details of the document such as the controls.4. Bids buyer. item information.4.4.11) Price Breaks (See Section Price Breaks (See Section 2. and invitation list are copied into a new document which you can edit if necessary.8) Extend/Early Close (See AutoExtend (See Section Section 2.8) 5.1.10) Bidding (See Power Bidding (See Section 5.1.8) Price Elements (See Manual Section 5.11) 2.4.1.11/2.3.

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

" Alternatively. these attributes can be either required. When creating an RFI. 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. and delivery.2.4 Who can utilize the spreadsheet functionality? Both buyers and suppliers can utilize the spreadsheet functionality to save time when creating or Quoting/Bidding on multi-line item negotiations.1.8 How do I stop others from editing a draft negotiation I am working on? Every time you edit a draft negotiation the system automatically locks the document.2.2. Buyers can efficiently create and award RFQs and auctions while suppliers can also use this functionality to assist in bidding in auctions or submitting quotes for RFQs. or display only.Oracle Sourcing Help 1. Suppliers reply to the item attribute. 1. but also to other features salient to each item. ensuring that only one user can work on a draft at any time. You are granted exclusive control until you release it.1.1.6 What is attribute based negotiation and how can I use it? Attribute based negotiations enable buyers to define multiple item-specific characteristics. optional. How do I continue working on it? You can continue working on a document saved as a draft by After clicking Save Draft. From this page you can access and edit any of your draft negotiations.7 I just saved a negotiation as a draft document. buyers define attributes for negotiation items. quantity. you see the Confirmation page. that allow bidders/suppliers not only to respond to the price. Item attributes and their responses comprise the heart of the RFI process. 1.1. 1. Depending on the setting chosen during the negotiation creation. The document is released when Page 19/209 . 1. From this page. you can click "Continue editing your draft.2. in essence "answering" the buyer's question.2. These attributes represent important aspects of the item for which the buyers need information from their suppliers. called item attributes.1. these lists are shared across all document types and can be accessed by the buyer as required. you can click "Manage Draft Negotiations" to access the Manage Draft Negotiations page.5 Are reusable invitation lists and reusable attribute lists shared across all three negotiation types? Yes.

(Users with the appropriate function security. 1. such as the Sourcing Super User. Negotiations with Round Completed are not available for awarding. It is removed from the system. You submit it (the draft becomes a valid negotiation in the system). making it available for award.2. The draft creator selects the draft and clicks Unlock on the Manage Draft Negotiations page. You can save an negotiation as a draft as soon as you get to Step 2.) 1. You delete it from the Manage Draft Negotiations page.1.1. you can delete the draft for the new round from the Manage Draft Negotiations page.2. However. What are the differences? You can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing.2. The information from the previous round is enough to save a draft. the system automatically updates the status of the previous round to Round Completed. Each has its own benefits: Page 20/209 . 1.9 What is the minimum information I need to enter before I can save a draft negotiation? Enter the information required for Step 1 of the creation process.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.10 If I have saved a draft of a new Quoting/Bidding round. 1.2. (The original creator can always unlock a draft.1. The system automatically updates the status of the previous round to Closed. If you wish to create a draft for a new round. Negotiations lines entered directly in Oracle Sourcing can include item numbers and item revisions if the item information was retrieved from the Item Master. can unlock draft auctions/RFQ which were locked by other users. can I award business to quotes/bids from the previous round? Once you save a new round of Quoting/Bidding.12 I know I can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing.Oracle Sourcing Help You save it.) Another user removes the lock. you are not required to enter any information.1.

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

reflected in the Price to Total Score ratio. they are allowed to respond in only one currency per response.1.18 How do I invite non-registered supplier contacts to register with the system? If a supplier company has already been defined to your system (using Oracle Purchasing) and you know of any non-registered contacts at the supplier company whom you wish to invite to current or future negotiations. item attributes can be scored and weighted. quantity. A buyer can view bids plotted on a Price to Total Score graph to assist in analysis of quotes/bids. The lowest ratio receives the highest rank.16 What is the difference between Price-Only and Multi-Attribute Weighted Scoring RFQs/auctions? In a price-only negotiation.1. When you create a new negotiation. however. The lowest ratio among competing responses may not offer the lowest price.2. In other words. delivery dates and attributes of an item. Whenever you view the responses you have received. but it offers the lowest price per point of score. 1.15 What does the Price to Total Score ratio mean? The Price to Total Score ratio is calculated only for Multi-Attribute Weighted Scoring RFQ/Auctions and is used to rank quotes/bids. In both price-only and Multi-Attribute Weighted Scoring negotiation. the negotiation currency defaults to the functional currency defined for your operating unit. In a Multi-Attribute Weighted Scoring negotiation.1. However. 1. the bidder/supplier must lower the Quote/Bid price for the item and/or submit responses to the weighted attributes that increase the total score for the item. you can allow bids or quotes in currencies other than the negotiation currency. It is the ratio of Quote/Bid price of an item to the sum of the weighted scores of all the Quote/Bid values submitted for that item. the buyer can still award the negotiation to any supplier regardless of the Price to Total Score ratio values. The winning response is decided based on the buyer's definitions of the relative importance of item attributes. the system will automatically convert the responses to the negotiation currency.17 Can I accept multiple currencies in my negotiation? Yes. suppliers can quote/bid on price. it offers the best value for the money. The buyer can still award the item regardless of the ratio. 1.Oracle Sourcing Help 1.1.2. you can invite these users Page 22/209 .2. the system ranks the supplier only on the basis of price. To lower the ratio for an item included in a bid.2. Though suppliers in a multi-currency negotiation can submit responses in several currencies.

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

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

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

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

Click the Administration tab. This displays all purchase orders for a particular negotiation.1.Oracle Sourcing Help 1. As the system administrator. access the negotiation whose associated purchase orders you wish to see by entering the negotiation number into the Search Negotiations fields.26 How many characters can be entered into the Item Description and the Note fields? For an Item Description field. and then click "Negotiations Configuration. In Oracle Sourcing.25 Can I invite additional suppliers to an RFQ or auction I've already created? Yes. Any user assigned the appropriate job function can add suppliers to an RFQ or auction any time before the close date and time. the negotiation number. you can require a particular indicator be used for all negotiations. On the Award Summary page. You can check your Notifications for the Purchase Order Creation Notification. which includes the purchase order numbers along with other information.1.27 Can the system administrator require buyers to use a certain rank indicator? Yes. you can enter a maximum of 240 characters. You can search for the purchase orders in Oracle Purchasing by entering the negotiation data. You can also search Oracle Purchasing by entering the original requisition information. Page 27/209 .1.28 How can I check which purchase orders were created after completing my RFQ/auction? There are various ways to check which purchase orders were created." Select the indicator and specify whether users can override your selection. select Award Summary from the Action menu and click Go.2. 1. you can enter a maximum of 2000 characters. for example.2.2. 1. For a Note field.2.1. 1. On the Negotiations Summary page. click the response number link to view the information on that response including the corresponding purchase order created for that response.

RFQs supports both blind and sealed RFQs.2. Steps in the RFQ process include: 1. The suppliers' responses to the RFQ allow the buyer to compare quotes and negotiate the best price and specifications for the good or service. Price elements (See Section 2. 2. Buyers analyze the quotes and either award the RFQs or modify the RFQs and open them for another round of quoting. RFQ is typically used for complex items or services such as made-to-order manufacturing items or construction projects. buyers can review quotes and award the RFQ or submit a modified RFQ for another round of quoting. RFQ creation (See Section 2.5.1 “How do I create an attribute list”). suppliers are immediately notified of the results via online notifications.1. RFQ Capabilities RFQ templates (See Section 2.4 “How do I create and edit a reusable invitation list”).1. RFQ modification or awarding (See Section 2.Buyers can monitor real-time quote activity and take appropriate action.2 Getting Started with RFQs RFQs support the full business process to solicit quotes from suppliers. Once suppliers have submitted an initial round of quotes. Reusable attribute lists (See Appendix 7.1.1 “How do I create a new negotiation”).3 “How do I create and edit negotiation templates”).2. 3.3 “How do I respond to a negotiation”).1. Page 28/209 .1.1. Buyers initiate RFQs that may include multiple line items by publishing the RFQ and inviting suppliers.Suppliers view the RFQ details and submit their quotes online. 4.Oracle Sourcing Help 1.3.2 “How do I monitor the negotiations I have created”). RFQ monitoring (See Section 2. Quote preparation and submission (See Section 5.5 “How do I use price elements”). Once the RFQ is completed.2.4.4 “How do I award business in an RFQ or auction”). Reusable invitation lists (See Section 2. Suppliers cannot view competing quotes while the negotiation is in progress. The RFQ process usually lasts days or weeks through multiple rounds of negotiations.2. RFQs enable buyers to collect quotes from suppliers for complex and hard-to-define items or services. RFQs typically consist of multiple rounds with competition focused on whether supplier(s) can meet the specific requirements.

4. (See Section 2.6 “Why are some RFQs and auctions associated with a sourcing event”).1.4 “How do I award business in an RFQ or auction”). Manual extend (See Section 2.14 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”). Multi-round quoting (See Section 2.4. Canceling RFQs (See Section 2. RFQ.8 “How do I use item attributes and price elements when responding to a negotiation”). Multiple RFQ styles: blind or sealed (See Section 6.5.4. Sourcing Events (See Appendix 7.2 “How do I monitor the negotiations I have created”). Online or offline awarding capability (spreadsheet awarding). or auction”).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. Integration with Oracle Purchasing (See Section 2.16 “Why would a negotiation have special terms and conditions”) Quoting online (See Section 5. Real-time status updates Notes and attachments (See Section 6.9 “How do I disqualify responses I receive for an RFI. Graphic RFQ monitor (See Appendix 7. Quote comparison (See Section 2.6 “How do I submit a response online”) and offline (spreadsheet quoting). Page 29/209 .5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”).15 “How do I close a negotiation before its scheduled close date and time”).5.1.2 “Glossary”).16 “How do I cancel a negotiation”)and Disqualifying quotes (2. and how do I use them”).1.14 “How do I initiate a new round of responding”).3.7 “What are price breaks.1.7 “What are reusable price elements and how do I create them”).2 “Glossary”). Terms and Conditions enforcement (See Section 5.4.4.13 “How do I download a spreadsheet and respond offline”). Capture Total Cost (See Appendix 7.1. (5.1.Oracle Sourcing Help Price breaks (See Section 2.11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2. Monitoring quote activity in real-time (See Section 2.4.

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.2. 1.5 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. This allows you to create your multi-line RFQ quickly. but quote disqualification is at the discretion of the buyer.3. The system validates the data.3.2. 1.2.Oracle Sourcing Help 1. but you must enter the weights and scores for an item's scored attributes online.3 Frequently Asked Questions: RFQs 1. You can prepare your list of RFQ items offline and upload the completed spreadsheet. Quotes are converted to the RFQ currency for quote review. ensuring the integrity of the submitted RFQ items. 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. You can contact the buyer who created the RFQ and ask to have your quote disqualified. Suppliers can choose the Quote currency in which they will place their quotes. It is the RFQ buyer's reference and review currency. Page 30/209 .2.2. 1. In a Multi-Attribute Weighted Scoring RFQ.3 Can I cancel or retract my quote? No. you can submit multiple quotes within the same round.3. The Unseal Date is the date when the buyer unseals the unlocked RFQ allowing the suppliers to view the quotes as well. 1.2 Can I submit multiple quotes per round? If allowed by the quote controls.2.4 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.3. Quote Currencies Additional currencies in which quotes will be accepted. you can upload items using a spreadsheet.

3. Page 31/209 . This is one of the feature of RFQs and mirrors the general off-line behavior of this negotiation model. Suppliers complete the quoting process by uploading the spread sheet back to the system.8 What is the Promise Date. 1.3.10 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. In an RFQ whose outcome is a blanket purchase agreement. See How do I invite suppliers to my RFQ or auction? for details on identifying contacts. 1.2.3.2.2. During the upload. you can enter the address in the Additional Contact Email field during negotiation creation.3.7 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.9 Is an RFQ always blind or sealed and why? An RFQ is always either blind or sealed. 1. 1. You can invite suppliers by selecting them from the supplier master list. the most efficient way for a supplier to quote is to use a spreadsheet to download the contents of the RFQ and prepare the quotes offline. Promise Date is an required field. Once the supplier has provided you the email address. the Promise Date is optional.2. When creating additional rounds for an RFQ. completing multiple item attributes.3.2.3. you can invite additional suppliers by using the same process employed during the initial RFQ creation.6 What is the most efficient way to quote on many line items in an RFQ? If an RFQ consists of many line items. and why would I enter one? In an RFQ whose outcome is a standard purchase order. 1. An automatic invitation will be sent to each invited supplier. Downloading the RFQ contents allows suppliers to quickly respond. When Promise Date is an optional response. the Promise Date is required only if the RFQ uses multi-attribute weighted scoring and Promise Date is one of the scored attributes. spreadsheet items are validated to ensure the integrity of the submitted quote.2.Oracle Sourcing Help 1. you can enter a Promise Date to differentiate your response from other competing responses.11 Can I invite additional suppliers to subsequent rounds of an RFQ? Yes. In all other cases.

On the Start New Round page. you can see how many quotes are being placed. Select Start New Round from the Action Menu. 1.Oracle Sourcing Help 1.2.15 How do I start another round of quoting in an RFQ? Once an RFQ has been closed.2.3. 1.2. 1. select Close Early from the Action menu to close the RFQ. can I see who is bidding? In a sealed RFQ.3.14 Can I close my RFQ earlier than the original close time? If you select the Early Close option when specifying quote controls. Use the negotiation number in the Search Negotiations fields on the Negotiations Home page to access the negotiation.3. Once the buyer has unlocked and unsealed the quotes.13 Why can't I see the graphical monitor in a sealed RFQ? While an RFQ is sealed.2. none of the details are available for viewing by any suppliers.12 In a sealed RFQ. you can manually close your RFQ earlier than the original close date/time.3. 1. however. 2. On the Negotiations Summary page. you can modify the following: Title Style Ranking method Rank indicator Preview Date/Time Open Date/Time Close Date/Time Award Date/Time Collaboration team information Item information Invitation List Notes and attachments Page 32/209 . you cannot see either the name of the respondent or the details of the bid until you unlock the RFQ. you can use the Graphical Monitor to view quotes. 3. you can start another round of quoting.

Auctions last for a set period of time.2. Steps in the auction process include: 1.3.Oracle Sourcing Help 1. although the close time can be extended manually or automatically based on last minute bids. 2.1 “How do I create a new negotiation”). quantity and item-specific attributes. the bidding process moves quickly which results in increased competition. flexible auction capabilities to buyers so they can efficiently obtain the best possible price for goods and services.16 Can I modify an initial RFQ for the next round? You can modify the following information for each round of an RFQ: Preview date/time Open date/time Close date/time Award date/time Need by date List of invited suppliers Attachments 1. Responding to the auction (See Section 5. the business terms and conditions and intended bidders. Bidders participate in the auction by viewing the Page 33/209 . typically a matter of a few days. such as office furniture or memory chips. Auctions are typically focused on creating competition between bidders. Creating the auction (See Section 2.1.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.1.1.3 “How do I respond to a negotiation”). Auctions allow real-time interaction to drive dynamic prices based on information that extends beyond price to include lead times. Because most auctions are open for short periods of time.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 enable buyers to solicit bids for goods and services that are clearly defined.2.

The buyer analyzes the bids and awards the auction based on the price. Once the auction is completed. bid quantity.10 “What is proxy bidding and how does it work”).2 “How do I monitor the negotiations I have created”). Sourcing Events (See Appendix 7.7 “What are price breaks.1.1. Proxy bidding (See Section 5. blind or sealed (See Section 6.4 “How do I create and edit a reusable invitation list”). Price breaks (See Section 2.1.11 “What are response controls”).1.12 “What is power bid”). 4. and how do I use them”).6 “Why are some RFQs and auctions associated with a sourcing event”).1.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”).2.8 “How do I use item attributes and price elements when responding to a negotiation”).3.4.11 “What are response controls”).Oracle Sourcing Help auction items and submitting bids online. bid attribute value(s).1. bidders can view competitive bids during the auction. Multiple Auction styles: open. bidders are immediately notified of the auction results via online notifications. Minimum Bid Decrement/Increment (See Section 2.2. Auction features include: Auction templates (See Section 2. Reusable invitation lists (See Section 2. 3.4.11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2.1. Evaluating and awarding bids (See Section 2. Power bidding (See Section 5. If permitted by the auction rules. Page 34/209 . Capture Total Cost (See Appendix 7. Manual extend (See Section 2.3.4 “How do I award business in an RFQ or auction”). Monitoring the bid responses (See Section 2.1. Reusable attribute lists (See Appendix 7.4.7 “What are reusable price elements and how do I create them”).2 “Glossary”).1.1.5. Price elements (See Section 2. Autoextend feature (See Section 2. Attribute based bidding (See Section 5.1.5 “How do I use price elements”).15 “How do I close a negotiation before its scheduled close date and time”).3 “How do I create and edit negotiation templates”).2.

5. Integration with Oracle Purchasing (See Section 2.1.Oracle Sourcing Help Canceling auctions (See Section 2.4.16 “How do I cancel a negotiation”) and Disqualifying bid (2.4 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”).1. Page 35/209 .4 “How do I award business in an RFQ or auction”). or auction”).1. Bid comparison (See Section 2. Purchase order generation Real-time status updates Bidding online (See Section 5.1. (5.9 “How do I disqualify responses I receive for an RFI.5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Notes and attachments (See Section 6. Graphic Auction Monitor (See Appendix 7.4. (See Section 2. Monitoring bid activity (See Section 2.6 “How do I submit a response online”) and offline (spreadsheet bidding). Online or offline awarding capability (spreadsheet awarding).4.2 “How do I monitor the negotiations I have created”).5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”). RFQ.2 “Glossary”).13 “How do I download a spreadsheet and respond offline”).5.

and 3. The target price is the price you hope to pay for one unit of an item.2. The start price is the maximum price in a RFQ or auction at which bidding (or quoting) for one unit of the the item will start.5.2.4 What is the target price used for? The target price is mainly used for internal performance analysis for the buyer.5 Frequently Asked Questions: Auctions 1. someone else at your company can award an auction created by you. Page 36/209 .5 Can someone in my company award an auction that I create? If granted the appropriate authorization. 1. The buyer can see the bids once the auction is unlocked. Note: Two people from the same cannot quote in the same RFQ. You can elect to display the target price to participants. 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. 1.6 Can two people from the same company bid on the same auction? Yes. The buyer can also choose to display the target price to the bidders for reference.2. or task bar options”). 1.2.5.4 “Why can't I access some pages. Blind: Only the buyer can see the bid content Sealed: Neither the buyer nor the suppliers can see the bid content until the auction closes.2. The auction to which they are responding is not owned by their company 2.5. 1. Everyone can see the bid content once the auction is unsealed.3 Why isn't there a target price for every item? Target price is an optional value.Oracle Sourcing Help 1. but only the buyer can see the identity of the bidder. All registered users in a company can bid on the same auction.1 What are the different auction styles? The buyer can choose from three types of auctions: Open: everyone can see the bid content.2 What is the difference between Quote/Bid start price and target price? When creating a new RFQ or auction.2. Buyers are not required to designate a target price for every item.1. They have the appropriate function security (See Section 6. links. The bid controls for this auction allow multiple bids per round .2.5.5. provided that: 1. 1. buttons.5.

Oracle Sourcing Help 1.2.2. or auction has closed.1. you are not required to send invitations to any suppliers. When you invite a supplier (See Section 2. Page 37/209 . RFQ. However. you can initiate a new round of responding if you set the controls to allow multiple rounds of responses (RFQs always permit multiple rounds of quoting). none of the previous responses submitted are available for awarding. the bidders will be able to see different information as shown below: Auction Style Other Bidder's Viewable Information Company Name Time of bid Bid details Any Notes and Attachments (if notes and attachments are viewable for auction) Company Name Time of bid Company Name Time of bid Open Blind Sealed/Locked Company Name Sealed/Unlocked Time of bid or Bid details Sealed/Unsealed Any Notes and Attachments (if notes and attachments are viewable for auction) 1. can they view each other's bid details? Depending on the auction style.1.7 When two respondents from the same company place bids.9 How do I initiate a new round of quoting or bidding? After your RFI. After you initiate a new round of responding. why would I invite suppliers to participate? For a public RFQ/auction. and your RFQ/auction appears in that supplier's "Open Invitations" list of invitations.5. 1.5.8 If my RFQ/auction is open to all suppliers.13 “How do I invite suppliers to participate in my negotiation”) to participate. you might want to send invitations to increase specific suppliers' awareness of your RFQ/auction and encourage participation.5.2. that supplier receives an e-mail notification about your RFQ/auction.

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

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

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

12 Why can't I always view scores and weights set up by the buyer? The buyer can optionally hide scores and weights from the bidder.2. best bid" is selected for a multi-round auction. no other user at the same company can bid.16 What is a Single Best Bid? A Single Best Bid is a response to an auction that allows only one bid per company.2. 1. however. the bidder can contact the buyer and ask to have the bid disqualified. For example. The response is at the company level.11 Can a bidder retract a bid? If a bidder has submitted. You can also specify if the autoextend is for the entire auction or particular line items. is up to the discretion of the buyer. You can specify whether the auction is extended from the original close time or from the time when the winning bid has been received.5. that is. the bidder can only view the resulting Price to Total Score for a bid.15 How do two bids with the same score get ranked if the prices are the same? The earliest bid gets a higher rank.2.2.Oracle Sourcing Help 1. 1.5. Bid disqualification.2. Bidders cannot respond to display only attributes so there is no value for comparison.5.5. a company can place one bid in each round when being invited to that round Page 41/209 .5. You can also define the total number of auto extensions and the extension period.2. 1. 1.13 Why are display-only attributes not visible in the Bid Compare page? Display only attributes are used to convey information to bidders.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. When the bid control "No . if Bidder B bids triggering a proxy bid for Bidder A and the resulting bid results in the same Price to Total Score ration. Manual Extend allows you to manually extend your auction close date/time before the auction closes. When the buyer hides scores/weights. once one user at a company responds. 1. Bidder B receives the higher rank because the proxy bid was created by the system after Bidder B's bid.5. AutoExtend extends the duration automatically if new bids are received in the closing minutes of the auction.A bidder must submit a single.

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

00. he cannot modify any attribute responses to try to improve his score. not just the bid price.00 with a score of 100 for the same item.00. Supplier A's proxy is triggered to place a new bid of USD 84. a proxy bid decrement of USD10.2.00. Supplier B then places another bid of USD 92.00 with a score of 90 for the item. you may need to closely monitor Multi-Attribute Weighted Scoring auctions which also use proxy bidding.5. You may need to cancel the proxy bidding process to redefine attribute information to improve your price to total score ration. Supplier A's proxy will only be triggered again if there is a bid with a price lower then USD 84.00 and a proxy minimum of USD 75.00) has not yet been reached. Page 43/209 .5. Since Supplier B's bid price is less than Supplier A's bid price. Therefore. since proxy bids are generated based only on the price of the competing bid.18 How does Proxy Bidding work in Multi-Attribute Weighted Scoring auctions? You can define Proxy Bid parameters with Multi-Attribute Weighted Scoring auctions similar to price-only auctions. Supplier B then bids USD 94. Now Supplier B's bid (92/100) is better than Supplier A's bid (84/90). And since Supplier A's proxy minimum (75. Supplier A places a bid of USD 95.2. For example. This bid (94/100) is better than Supplier A's bid (95/90). but since Supplier B's bid price is still higher than Supplier A's bid price. However. Supplier identities are never revealed to other bidders. To avoid these situations.00.19 Can a bidder see the names of the other bidders? Bidders cannot see other bidders' identities. Supplier B's bid is the winning bid even though the bid price is higher.Oracle Sourcing Help 1. a bid can be beaten based on the Price to Total Score ratio without triggering a new proxy bid. This bid (84/90) is now the winning bid. 1. Supplier A's proxy is not triggered.

1. and Buyer's Auctions 2.6 “What information must I provide to create my negotiation header”).1. and buyer's auctions).1. 2.1. Therefore.1.1 Creating Negotiations 2. RFQ.1.4.2 How do I create a new Request for Information (RFI)? RFI's are used to qualify suppliers and their goods and services for subsequent procurement activities.1 How do I create a new negotiation? Use the instructions on this page to create Sourcing negotiations (RFIs. This allows you to return to the creation process at a later time or have multiple people working on the same negotiation. At the conclusion of the RFI cycle.11 “What are response controls”) Enter Your Terms and Conditions (If Oracle Procurement Contracts is bought and licensed) (See Section 2.1.7 “What are contract terms and conditions. you can save time by copying an existing RFI/RFQ/Auction. RFIs are used more for gathering information on goods and service provided by a supplier than to lock in particular price information.1.Oracle Sourcing Help 2. Define Your Response Controls (See Section 2. the information contained in the RFI can be copied into an RFQ or buyer's auction.1.1. You can also create new negotiations quickly by applying a negotiation template. one unique feature of an RFI is that buyers can choose to define negotiation line items without price and quantity and specify lists of criteria to which suppliers must respond.1. RFIs can be taken to multiple rounds until the buyer has enough information to identify supplier(s) with which to deal.1 Creating RFIs. There are four main steps to creating a new negotiation: o o o o Create Your Negotiation Header (See section 2.1.13 “How do I invite suppliers to participate in my negotiation”). o If you have previously created an RFI.1. or auction. Page 44/209 . You can create a negotiation and save it as a draft before submitting it. Enter Negotiation Lines (See Section 2. Help for Sourcing Buyers 2.9 “How do I add lines to a negotiation”).1. RFQs. RFQs. and how do I use them in my negotiation”) Invite Your Suppliers (See Section 2.

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

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

The backing requisition information is carried over from Oracle Purchasing and used throughout the creation process. The table below shows some of the operations available Sourcing Buyers and Sourcing Suppliers by using Quick Links. Requisition information in Oracle Purchasing can come from any of several locations such as: Oracle iProcurement Oracle Purchasing Using AutoCreate AutoCreate allows you to select requisitions stored in Oracle Purchasing to create a Buyer's Auction or Sourcing RFQ. you can search for requisitions according to different attributes such as item or category and include them in a single document.3 How do I use Quick Links? The Quick Links section of the Negotiations Home page provides easy.1. one-step access to your most commonly performed Oracle Sourcing tasks.Oracle Sourcing Help 2. You can use this number to access the document in Oracle Sourcing and to Page 47/209 .1.1. AutoCreate uses the requisition information to create a Buyer's Auction or Sourcing RFQ.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. Once you have identified the requisitions in which you are interested. The AutoCreated document is assigned a document number. you can use requisition information in Oracle Purchasing to create a draft sourcing document that you can then access and edit. 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. 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. When using AutoCreate.

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

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

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

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

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

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

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

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

The system's response currency codes are available from the drop down menu. Otherwise click Add Another Row and continue defining currencies and exchange rates. The page redisplays. select the exchange rate type. You assign currencies to specific suppliers when you invite the suppliers to your negotiation. the system will round when converting responses into the negotiation currency. If the precision for the response currency is greater than the precision for the negotiation currency.09 meaning . 2. For example.1.1. The system may contain several different exchange rate types. 2.Oracle Sourcing Help 2. 4. Select the response currency. To define your own exchange rates 1. To restrict a supplier to a particular currency: 1.09 kroner to one dollar. Select the response currency you will accept. Select the appropriate type for your negotiation. On the Header: Manage Response Currencies page. The description field explains the code. 3. Select the checkbox to display the exchange rates if you want to allow respondents to see your response currency exchange rates. Enter the date for which you wish to use this set of exchange rates.8 How do I restrict a supplier to a particular currency? If you allow multiple response currencies for your negotiation. 3. Select the User Specified Rate type. You can use predefined exchange rates (Corporate Exchange Rate) or specify your own exchange rates (User Specified Rate). To use predefined exchange rates: 1. Specify the price precision for the currency. Define the exchange rate by entering the number of response currency units that equal one unit of the negotiation currency. When you have finished defining currency information. 6. Page 56/209 . 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 . If you are finished defining alternate currencies. 2. continue creating your negotiation. you can choose to restrict specific suppliers to particular response currencies. After you have selected your suppliers in Step 5. select a response currency for each supplier. click Apply. 5.

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

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

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

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

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

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

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

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

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

Use numbers. That is. the negotiation cannot be closed until the close date and time specified above.000 Bidder B's second bid = $800 Bidder B's third bid = $600 Bidder B would not be allowed to submit a fourth bid of $480 (this is less than the minimum bid decrement of 20%) Allow manual close before the Close Date You can choose to allow the negotiation to be closed before the close date. if you enable an AutoExtend of 30 minutes. with AutoExtend set to start at the current scheduled auction close time. Allow AutoExtend based on the settings below You can have your auction automatically extended if a new winning bid is received during the final minutes of your auction. For example. the decrement percentage will be calculated based on a supplier's original bid price. You can enter either a straight amount or a percentage by which bids must improve.Oracle Sourcing Help If you have allowed suppliers to submit multiple bids. "10.000 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. Allow manual extend when the negotiation is open You can choose to allow a negotiation to be extended. If you specify your bid decrement amount as a percentage." Note: A bid decrement amount will always be applied to a supplier's current bid price. bid decrement = 20% Bidder B's original bid = $1. bid decrement = $100 Bidder A's original bid = $1. but will be applied to the supplier's current bid price. For example: Auction #1234. Otherwise. rebids must decrease by a minimum amount. for example. you enter a new close date and time. When a negotiation is extended. you can specify that they must submit rebids that are better than their current bid price by a specific minimum amount. and a new winning bid is received in the final Page 66/209 .

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

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

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

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

the Submit button changes to Publish. 8. You can save the amendment as a draft at anytime during the creation process if you click Save Draft. no new responses can be received on the previous negotiation.2. When creating a negotiation. the buyer can score attribute values to indicate the relative preferability of different responses. The buyer can define unique line attributes.1. select the template and click Apply to create a new negotiation with this template. edit. See How do I create and edit negotiation templates? for instructions on creating negotiation templates. RFQ. 4. and delivery. but also to other features and performance characteristics of each line. Search for and select the template you want to apply.Oracle Sourcing Help 7.2 Templates. 3. On the results display. If you have approvers identified on the Collaboration Team on the Create Header page. Line attributes can then also be weighted to indicate the relative importance of a single attribute among the other weighted attributes. Click the appropriate link under the Create area of Quick Links on the Negotiations Home page. 2. You can add to. You can review the new changes compared to the current active negotiation by clicking Review. To use a sourcing document template: 1. and how do I use them? Line attributes enable a buyer to define multiple line-specific attributes. Approvers will receive notification that they need to approve the amendment. On the Create: Header page. 2. Once you click Publish.2. or delete any of the negotiation information provided by the template by proceeding through the steps of creating a negotiation. Draft amendments are available on the Negotiations Home page if you click Drafts in the Manage Quick Links section. or auction) to create a new document of the same type. All suppliers will be required to acknowledge the amendment and resubmit their responses to be eligible for award. you can submit the amendment for approval by clicking Submit for Approval on the review page.1 How do I use negotiation templates? You can use a document template of a specific type (RFI. Spreadsheets and Lists 2. 2. click Apply Template. Page 71/209 . allowing respondents not only to respond to the price. These attributes may either require a response or no require a response from the supplier.1.1. Once approved (or if approval is not required). quality.2 What are line attributes and attribute lists.

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

edit and manage public invitation lists as well as their own private lists. To inactivate a list. 4. Inactive templates will be stored in the system. and use your private lists. Your new list will default to private. On the Reusable Invitation Lists page. and auction). but will not be available for use until reactivated. edit. Only you can create. You can add an invitation list(s) when creating a new Sourcing document. but cannot be used to create a new offer until you change the status to Active. An invitation list can help standardize your business practices by ensuring that all appropriate participants are invited to targeted negotiations. 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. you can also attach an invitation list(s) to a Sourcing document template. 2. On the Create Invitation List page. you must complete and submit your template. click Submit on the Review and Submit page. An active list can be used immediately. Once you have defined your template. The same list can be used for all types of sourcing document types (RFI.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. Click "Invitation" under the Reusable Lists area of Quick Lists on the Negotiations Home page. RFQ. Sourcing Super Users or users with the Manage Invitation Lists authorization can create. All users in your company with the correct authorizations can view and use public lists. only you can use your private lists." 3.1.Oracle Sourcing Help want to change your template's status to Inactive. edit the list and change the status to inactive. 2. complete the following fields (*indicates a required field): o o o *List Name *Description *Access Invitation lists can be public or private. To create a new invitation list: 1. Page 73/209 . click "Create New Invitation List. An inactive list will be stored on the system. you can add these participants to a reusable invitation list. o Status Invitation lists are initially created as active.2.

6. Click "Invitation" under the Reusable Lists area of Quick Lists on the Negotiations Home page. When you are finished. and access as appropriate. you can choose a specific supplier site to associate with this list (Supplier Site is another term for Address Name). When you have finished adding suppliers. The value specified in the spreadsheet.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. If the supplier you selected has multiple sites defined in the system.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. the system uses the following hierarchy to determine which category value to use: 1. If you wish to add more suppliers to your list. 2. click "Add Suppliers" again and follow the perceiving instructions.Oracle Sourcing Help Sourcing Super Users or users with the Manage Invitation Lists job function can create. and manage public invitation lists. 5. On the search results page. Click "Add Suppliers. Select the supplier(s) and click Add to Invitation List. 5. including change the access and status. then click Edit. If you are have the Manage Invitation Lists job function. status.2. To edit an invitation list you have created: 1. You can also add or delete suppliers. 7. On the Edit Invitation List page.1. 8. 2. 3. click Apply. update your list description. any attributes/price elements defined for the template are added to any attributes/price elements you define via the spreadsheet. find your list. If the template and spreadsheet have conflicting category values." then search for suppliers to add to your invitation list. you can add an entry for each site for that supplier if you choose. 4.2. edit. or 2. 2. you can edit public lists. The value defined for the RFQ/Auction template. For a supplier with multiple sites.1. 4. Search for the list you wish to update. Page 74/209 . click Submit.

3 Item Attributes.3. item A with four attributes/price elements. The attribute(s) are added to that line only. a buyer can create an auction to buy a fleet of 12 vehicles for a delivery service. the attribute/price element specified on the spreadsheet 2. Line attributes make your negotiation line more descriptive and can also be used to ensure that all responses submitted for the line include specific details not included elsewhere in the line information.Oracle Sourcing Help For example. if there are three attributes/price elements for your template. Price Elements. retail industry negotiation items can include such attributes as "color. and Price Breaks 2. see "How do I add attributes to my negotiation lines?" 2. For example. the buyer can add an attribute called "mileage" to specify that the bid item must have fewer than 12. and your spreadsheet upload includes two items. and 2) the details that a participant should provide when responding to that negotiation line.1. Attribute Scoring. Line attributes can call attention to industry-specific characteristics.3. When the buyer adds the line (vehicle) to the auction. auction). RFQ. In addition. you may choose to add one or more line attributes to that line.1. Adding these as required item attributes that are displayed to bidders can customize your negotiation items to your specific industry.2 How do I add line attributes to my negotiation? You can add multiple line attributes to any line in your negotiation. if the buyer marks this attribute as required. For more information about how to add line attributes to your negotiation items. the attribute/price element specified by the template.1 What are line attributes. and do not apply to all lines in the negotiation." "style. the precedence is: 1.1." and "SKU number. and why would I add them to my negotiation lines? When you add a line to a new negotiation (RFI. If there are duplicate attribute/price elements between the template and the spreadsheet. While the buyer could enter this information in the auction line description." Metal industry negotiation items can include "grade of metal" as an attribute. Page 75/209 . 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.000 miles on the odometer. 2. For example. then bidders must enter the mileage of any bid. and item B with two attributes/price elements. Line attributes define 1) unique specifications that you set for a negotiation line. using an attribute to define this specification calls attention to the specification.

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

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

However you may want to consider supplier responses to other line attributes in addition to price being offered when determining the best response. PPM Defect Rate. Make sure you select Multi-Attribute Scoring from the Ranking menu. You can accomplish the by specifying weighting and scoring values for your line attributes.3. To use weighting and scoring when defining a negotiation: 1.4 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. 5. enter your line attribute information. See "What information must I provide to describe my negotiation header"? After you have defined the negotiation header. click "Lines" in the navigation bar in the top left hand corner. *Indicates a required field: o *Attribute (up to 240 characters) Name your line attribute (for example: Mileage. o Attribute Type Page 81/209 . When the page refreshes. 4. use the instructions in "How do I add lines to a negotiation"? to enter the line data and other required and optional line information. 2. On the Lines: Create Line page. Grade). Groups are used for categorizing attributes. o Group Select one of the predefined attribute groups. To enter a line attribute. Select a ranking method if the Sourcing Super User has set the system up to allow you to change ranking methods.1. See What are line attributes? for information about defining line attributes. navigate to the Attributes table and click Add Another Row.Oracle Sourcing Help Price $300 Total Score: (100 * 50) + (50 * 30) + (100 * 20)/100 = 85 Price to Total Score Ratio = 300 / 85 = 3. The system can then include the suppliers' responses to your line attributes when calculating the best response. Select Online from the menu and click Go. On the Create: Lines page. 3. and you do not wish to use the default.53 2. 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.

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

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

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

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

The name of any price element defined to the list.) 3. you receive the responses shown in the table below.Oracle Sourcing Help To edit a price list: 1. If any price elements are inactive. The search results display any price element lists matching your search criteria.3. To edit the list. and you may specify several quantity levels and the prices you are willing to pay at each. Or you may be willing to pay more per unit if your supplier can ship the order to a special location. click Go. 5. you can either click the price element list name link. You specify 20$ as your start or base price. The second offers a price of $18 a unit if purchasing over 500. (This returns all price element lists using that price element. 4. For these price breaks. Your suppliers respond to your negotiation specifying their responses to your price breaks. click Apply. 2. 6. or select the price element list and click Edit. The first offers a price of 19$ per unit if buying more than 100. The new list is validated. The list status (Any. change the price element list status. 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. Active or Inactive). You then set up two quantity-based price breaks. When you have finished making your changes. Click the Price Element link under Reusable Lists on the Quick Links section of the Negotiations Home page. For each (non-amount-based) line in your negotiation. Page 86/209 . Example: Assume you are purchasing PC keyboards. On the Edit Price Element List page. add or delete price elements from the list. 2. you can define as many price breaks as are appropriate. 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. you can o o o update the description for the price element list. you may expect to receive a discount from your supplier if you buy a large quantity of units. For example. or by a certain deadline. When you have entered the search data. you receive an error message. On the Price Element Lists page. The first few words of the list description. You can search for a particular price list by : o o o o The list name. 7.1.

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

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

Bid decrement accelerates improvements in bid prices and can help you quickly reach . and mark the item attributes as required." your auction is automatically extended if a new best bid is received during the AutoExtend window. Using AutoExtend and Bid Decrement processing (auctions only) o AutoExtend If you set AutoExtend to "yes.your target price. o Bid Decrement If you enable bid decrement. Bid improvement controls only apply to the current round of bidding. By enabling AutoExtend. Bid decrement enables you to eliminate fractional improvements in bid prices. By displaying a target price. add those details as item attributes.Oracle Sourcing Help If you want to ensure that specific details accompany every response to an auction item. o Target Price Price you hope to pay for one unit of your negotiation item. All participants will be required to submit the requested attribute information with their responses. you specify that bids must improve by the minimum amount you choose. You can also quickly spark a round of competitive participation around your target Page 89/209 . 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. you allow all bidders the extra time to match and surpass the most competitive bids. By setting a start price. Setting a start price enables you to ensure that no bids above the start price will be accepted. The most competitive bids are often received in the closing minutes of an auction. o Quote/Bid Start Price Starting price for one unit of your negotiation item.and surpass . They are not carried over from one round of bidding to and subsequent round. Enabling several AutoExtensions can spark several rounds of competitive participation. 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 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). An open negotiation enables you to eliminate responses that do not improve on the current best prices. which allows you to "pick and choose" among the best responses from several suppliers for each item. if you have an urgent supply need. blind. you can award business by line item. In some cases. because bidders are required to anticipate what other bidders will bid. Alternatively. o Blind Only the buyer can see the negotiation responses. If you require suppliers to respond to all negotiation items. Allowing multiple rounds of Quoting/Bidding After your RFQ or auction has closed. Allowing or disallowing partial quotes/bids You can specify that suppliers must respond to all items in the negotiation. and immediately know whether they can respond competitively.Oracle Sourcing Help price. Page 90/209 . or sealed negotiation: o Open (auctions only) All buyers can see the responses in the negotiation. potentially leading to a best response that improves upon your target price. and increases the likelihood that you will receive competitive responses that drive prices in your favor. you might consider creating a blind or sealed auction so that bidders cannot see other bidders' bid prices . and will therefore submit their best possible bid price more quickly. Controlling the visibility of competing quotes/bids You can create an open. You can award the negotiation to multiple suppliers. o In an open negotiation suppliers see the current best price for the negotiation. suppliers may improve response prices on certain items (to remain competitive in the negotiation) while making their margins on other items. Sealed Neither the buyer nor the suppliers can see the responses until they are unlocked and unsealed by the buyer. "blind" bidding may lead to better bid prices. each of whom has submitted the best price for a particular item or items. When you award the negotiation. You might decide to initiate a new round of quoting or bidding if you were unsatisfied with the responses from the first round or if you want to add to or change certain details of the RFQ or auction. though the supplier identity is concealed.

Click OK.1. enter a title. click Cancel. You can continue associating negotiations with the event until its inactive date is reached. Page 91/209 . description. 2. You may want to create a sourcing event if you need to monitor several related negotiations as a group rather than individually. 3. Your event is opened as soon as it is created. To see event details." Note that any draft negotiations associated with this event are not shown.Oracle Sourcing Help Using price elements Price elements identify additional item costs beyond just price. To create a sourcing event: 1. To manage a sourcing event: 1. Click "Event" under the Create area of Quick Links on the Negotiations Home page. Such costs could include service related costs such as training or consulting services. similar negotiations. you can associate negotiations with the event while creating the negotiation on the Create Header page. delivery location. and an inactive date. 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. 4. Using price breaks You can define price breaks on which you can then negotiate with your suppliers to develop a pricing structure based on item quantity. You have the choice of canceling only the event or canceling the event and all negotiations associated with it as well. To cancel an event. select the event and click "View Negotiations. Once the event is created. This takes you to the Manage Events page.4. To see the negotiations associated with the event. To use events. On the Create Event page. you first create an event. 2. You may also want to create an event if you want to encourage respondents to participate in multiple. 3. click the event number link. 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. or promise date 2.2 What is a sourcing event? A sourcing event is group of related negotiations.

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

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

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

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

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

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

Buyers can optionally grant full access to some team members while restricting others to read-only access. awarding business to supplier. For example. This takes you to the Requisition Summary page. but more of a service or activity. buyers can nominate collaboration team members to participate in the creation and administration of the sourcing document.4. This takes you to the Requistion Detail page.9 What are amount based line types. and some team members may be required to approve the final document before delivery to potential suppliers. This includes the entire life of the sourcing document from the initial creation to the award process.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. inviting additional suppliers. you can specify that an item is amount based by selecting an amount based Line Type value. When you create a negotiation. 2. and how are they used? Sometimes the item you need to negotiate is not a number of discrete units. Click the number link in the Line column. If you select a line type that is amount based.4. 3. and creating document outcomes. 4. Such tasks could include defining the item attributes. click the number link in the Requisition column.1.10 How do collaboration teams work? When creating a negotiation. A category value may also appear if your administrator has defined a default category for that line type. Page 98/209 . Each member can be assigned specific tasks. the quantity and unit of measure defaults to the values defined by your administrator and is display only. you might need to negotiate training or consulting services. Access the negotiation. 2. click the Lines subtab. From the negotiation summary page.1. For the line whose requisition information you wish to view. Such activities can be negotiated by using amount based line types. The possible values are defined in Oracle Purchasing. 2.

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

2. Private The document can be viewed only by the creator. All members identified as approvers must approve the final version before the document can be published. selected members can be assigned specific tasks which they must complete.13 What are global agreements. and if so.Oracle Sourcing Help If that member has been assigned a task.4. Global agreements: Page 100/209 . Hierarchy The document can be viewed only by the creator. some collaborators can be defined as having read-only access. 2. 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. members of the document collaboration team (if any). For example. meaning they can view but not update the document throughout its lifecycle.4. and the Security Hierarchy members defined in Oracle Purchasing for that document type. the creator's manager. the creator's manager. 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. and members of the document collaboration team (if any). and how do I use them? Global agreements allow buying organizations to negotiate pricing and define agreements on behalf of a shared central environment. when the target date is. This is in contrast to a regular blanket purchase agreement which can exist only within the realm of a single operating unit.1.12 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. Also. There are three possible security levels a buyer can select: Public The document can be viewed by any other buyers in the buying organization. Other members can be selected as approvers of the document.

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

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

or consulting services. 8. select Online to continuing entering your line description online. Create attributes as needed to solicit additional information for this line. temporary administrators. and specify the differential associated with this price type. rate-based line: 1. rate-based line type. Search and select a job from the Job menu. There is a fixed amount limit attached to the service. 3. Enter values in your price fields if necessary. To define a temporary labor. The charge for this type of service is based on a flat amount for the service provided.2. 5. if appropriate. 9. Fixed-price temporary labor such as contractors. You can include services-related lines with regular amount-based and goods-based lines. Fixed-price services such as corporate accounting services. Specify how price differentials are to be used within the negotiation (for example.3 How do I define services related lines? Services related line types allow you to negotiate on labor contracts. Job Details. From the Add Line menu on the Create Lines page. and click Go. .2 What kind of services can I negotiate for? If Oracle Services Procurement is installed and licensed. If you need to specify price breaks. 4.2. Select the price type (for example. make sure you select a temporary labor. 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. or click Load from Spreadsheet to upload a previously completed spreadsheet file containing all the line information 2. 2. ensure that you choose Blanket Purchase Agreement as the negotiation outcome for temporary labor line types. On the Lines: Create Line page. General services fixed-price lines use a negotiation outcome of standard purchase order. make sure you select the Global Agreement checkbox. For temporary labor line types. Page 103/209 . Also. Unit of Measure and Category will default according to the Job you select. you can create documents that negotiate for many different types of services. is a response to the price differential required) 7. vacation). 6. click Select Price Break Settings and ensure it is not set to None. Enter your price breaks including Price Differentials. The charge for this type of service is based on hourly rates per person.Oracle Sourcing Help 2. maintenance services. The Description.

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

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

4.3 How do I respond on behalf of suppliers without Internet access? Sometimes suppliers cannot place their responses online since they have no online access. Click the negotiation number to access the negotiation summary page where you can see information on the negotiation.2 How do I monitor the negotiations I have created? Access the negotiation you wish to monitor. access the negotiation in which you wish to bid by clicking its number.3. Once the buyer has received all the bid/quote information. 3. From the negotiations summary page. Page 106/209 . Select a contact for the supplier and click Create Surrogate Bid/Quote. enter the name or contact of the surrogate supplier in the Supplier field and click Go. Sign on to Oracle Sourcing with Sourcing Super User responsibility. Click the Responses number to access the Details page for the negotiation. 7. you can either Select View Response History from the Actions menu and click Go. a surrogate bid can be entered into the negotiation. 2. To place a surrogate bid on behalf of a supplier: 1. On the Create Surrogate Bid/Quote: Select Supplier and Contact page. It is when the buyer receives the offline copy of the response or when the supplier mails/faxes the response. To see the complete list of negotiations you created. click Full List. 6. and then click View Response History to see information on responses to this negotiation. Negotiations in which you are participating appear under Your Negotiations at a Glance. From the Negotiations Home page. Oracle Sourcing buyers can place surrogate bids on behalf of such suppliers. 2. click Full List. On the Create Bid/Create Quote page.Oracle Sourcing Help Note that the Your Negotiations at a Glance section shows a limited number of entries based on time remaining. 5.3. You also search for all open negotiations to which you have access. 2. Clicking the number of your negotiation takes you to the negotiation summary page. Continue from the Terms and Conditions page with regular a response if terms and conditions are required. You can also use the Graphical Monitor to view and compare responses to your negotiation. select Create Surrogate Quote/Bid from the Actions menu. If you do not see your negotiation. and click Go. enter the Bid/Quote Received Time. On the negotiation summary page.

2. then click View Monitor. To compare negotiation attribute values for competing responses: 1. Select a negotiation item. 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. identify the negotiation you wish to view. You can easily compare the negotiation attribute values for these competing responses. select the line and click Analyze.Price/Score by Time or Price by Score. click the number link in the Responses column. From the Negotiations Home page. click Full List. 4. response controls or invitation list. 5. Note that the table displays only a limited number of entries. Page 107/209 . o o o Note: The graphical monitor is not available for sealed style negotiations until they are unlocked. To use Your Negotiations at a Glance: Under the Your Negotiations at a Glance area of the Negotiations Home page.3. To view a complete list of your negotiations. To view the graphical monitor of a negotiation. you may receive responses from multiple suppliers. All participants can view the graphical monitor in open style negotiations. To perform a side-by-side analysis on all responses to the line. Select the line(s) whose responses you wish to inspect and choose the type of monitor you wish to view . To view information on responses.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. On the Analyze Line page. select the negotiation and click the Graphic Monitor icon.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. o To view the information about the negotiation such as item information. 3.3.Oracle Sourcing Help 2. From the Search Results display. click the negotiation number link. Only buyers can view the graphical monitor in blind style negotiations. To view messages sent to you from suppliers (if any) click the number link under the Unread Messages column. 2. click the graph icon to the right of the negotiation.

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

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

select View AutoAward. 2. Download and save the file. you can download a spreadsheet with which to make award decisions. To download responses via spreadsheet for analysis: You can use the spreadsheet download feature to perform many tasks offline. From the negotiation summary page for this negotiation. Once the negotiation is closed. For each (non-amount-based) line in your negotiation. The first offers a price of 19$ per unit if buying more than 100. select Analyze by Spreadsheet from the Actions menu and click Go. Your suppliers respond to your negotiation specifying their responses to your price breaks. Or you may be willing to pay more per unit if your supplier can ship the order to a special location. On he negotiations summary page. you can define as many price breaks as are appropriate. you may expect to receive a discount from your supplier if you buy a large quantity of units. select: which type of files to download. you can use the spreadsheet download feature to export the response information for analysis offline. and how do I use them? Price breaks allow you to negotiate line prices with your supplier based on characteristics of your order.htm file) to process the spreadsheet. On the Analyze by Spreadsheet page. For these price breaks. You then set up two quantity-based price breaks. 1. You can use AutoAward to quickly generate a benchmark against which other ranking methods and scenarios can be compared. 2. you receive the responses shown in the table below. For example. Click Export. You can then enter different assumptions into the system and have it calculate which response is the best. As long as you have not closed the negotiation. Your level 1 price break Your offered price $20 Supplier Response $19 1's Supplier Response $19 Page 110/209 2's . 3. You specify 20$ as your start or base price. 5.Oracle Sourcing Help Scoring negotiations to determine the best overall total cost. 4.3.8 What are price breaks. The AutoAward Recommendation page displays the response(s) that AutoAward has decided best fit the negotiation requirements. Example: Assume you are purchasing PC keyboards. or by a certain deadline. and you may specify several quantity levels and the prices you are willing to pay at each. The second offers a price of $18 a unit if purchasing over 500. Open the file up and use the instructions in the readme file (the .

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

Using an online discussion Once a negotiation is published. price. Select the negotiation line. you can participate in a online discussion by clicking the number link under Unread Messages (under "Your Negotiations at a Glance" for Sourcing Buyers. For example. Once you have defined all your price breaks. To analyze price break information: 1. You can set breaks by unit quantity. and effective dates (available for non-cumulative price breaks only). 2. You can define as many price breaks as are needed to fully define your pricing structure.3. click Analyze by Line from the Actions menus and click Go. you could define multiple price breaks based only on order quantity. For example. 2. you could enter different order quantities and see which supplier response is the best for a certain quantity. participants can communicate with each other by entering into an ongoing conversation called an online discussion.Oracle Sourcing Help 4. Click Add Another Row to define additional price breaks. and your supplier(s) have responded with quotes. 5. Ship-To address/organization. For each price break criterion. On the table of negotiations. You can enter values for all price breaks you defined and the system will calculate which of the responses is best for the values you entered. Define your price breaks. Once a negotiation has been published. click Apply. and "Your Active and Draft Responses" for Sourcing Suppliers).9 How do buyers and suppliers communicate while a negotiation is in progress? There may be times when buyers and suppliers need to contact each other directly for additional information or clarification. you can offer a particular target price. On the negotiations summary page. Analyzing Price Breaks Once you have defined your price break expectations. you can have the system evaluate the supplier responses based on scenario information you enter. 4. On the Analyze Line: Analyze Price Breaks page. Search for the negotiation you're interested in. click the response number link. and click Analyze Price Breaks. 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. Clicking the Unread Messages number link takes you to the Online Page 112/209 . 3. 5.

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

If you don't see the negotiation. select the Extend RFQ/Extend Auction option from the Actions menu and click Go. if you extend that auction for only 3 days. click Full List. when creating this negotiation. if your negotiation includes a January 15 close date and a January 20 award date. need-by date. click the negotiation number for the negotiation you wish to extend. and your award date remains January 20. click Full List. If your negotiation is not displayed. 4. 3. specify a new close date and time. click the negotiation number link for the negotiation to which you wish to add additional suppliers. For example. 3. 2. To add suppliers to a negotiation: 1. To manually extend your negotiation: 1. follow the instructions to add new suppliers. On the negotiation summary page. your new close date is January 18.3. You cannot manually extend your negotiation after it has closed. Under the Your Negotiations at a Glance section on the Negotiations Home page. On the Extend RFQ/Extend Auction page. 6. Click Apply.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. 2. you entered an award date. and you extend that auction for 7 days. However. On the Invite Additional Suppliers page. Additionally. Click Apply. your new close date is January 22. you cannot extend an auction after its first AutoExtension has been triggered. Select Add Invitees from the Actions menu and click Go. If. A notification will be sent to all participants. Page 114/209 . and/or long-term agreement dates. You can also enable AutoExtend or modify your AutoExtend settings if you wish. Enter a new close date and time. Under the Your Negotiations at a Glance section of the Negotiations Home page. and your new award date is January 27. 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. 5.10 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.3.Oracle Sourcing Help 2. 2.

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

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

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

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

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

2. 2. Approvers will receive notification that they need to approve the amendment. additions. for example.18 How do I print information on my negotiation? Much business communication today is carried and managed offline. Responders should be able to complete negotiation documents and return the results by FAX. Draft amendments are available on the Negotiations Home page if you click Drafts in the Manage Quick Links section. 5. On the Create Amendment Header page. and there are clauses and deliverables defined to this negotiation. deletions. You can review the new changes compared to the current active negotiation by clicking Review.1.3. current prices. no new responses can be received on the previous negotiation. enter any line changes. you can submit the amendment for approval by clicking Submit for Approval on the review page. All suppliers will be required to acknowledge the amendment and resubmit their responses to be eligible for award. Buyers need the capability to download and print a negotiation for offline review. mail or email. Change the negotiation rules on the Create Amendment: Controls page if necessary. To invite new suppliers. select Create Amendment from the Actions menu. You cannot add or delete suppliers on the Create Amendment Suppliers page during an amendment. You go to the Create Header page. 4. Notice that the negotiation number has now been given a suffix. Once approved (or if approval is not required). the Submit button changes to Publish. Government organizations in particular present solicitation packages according to a unified format. or updates to line information if necessary. 3. Once you click Publish. 8. 6. If you have approvers identified on the Collaboration Team on the Create Header page. This suffix is incremented every time you create a new amendment for this document. On the negotiations summary page. You can save the amendment as a draft at anytime during the creation process if you click Save Draft. you must enter a new Description for the amendment and make any other header level attribute changes you need. these can be changed on the Create Amendment: Contract Terms page..Oracle Sourcing Help To create an amendment to a sourcing document: 1. On the Create Amendment: Lines page. 7. If Oracle Procurement Contracts is implemented. The printed version also does not include any price elements Page 121/209 . 12345. or names of invited suppliers. The printed version of the negotiation is appropriate for public display since it excludes all internal data such as internal attributes. use the active negotiation's negotiation summary page.

On the Negotiations Home page. search for the negotiation you wish to print by clicking the Negotiation Number link. 3. you can view the approval status of your negotiation. When the prompt box appears. Click Preview Contract Terms. open and inspect the print directly. 2. To print a negotiation (for buyers): 1. open and inspect the print directly or save it to a location and review the document locally. On the Negotiations Homepage. Click the Contract Terms link in the navigation bar. Page 122/209 . 3. Once you have submitted your negotiation's award decision. select Print Document from the Actions menu 3. Access the negotiation by clicking its negotiation link. click Full List.19 How do I view the approval history for my negotiation? If you selected the "Require award approval" negotiation control. When the prompt box appears. 4. the clauses and deliverables are printed as well. 2. or save it to a location on your machine and review the document there To print contract terms only: 1.3. 2.Oracle Sourcing Help defined to the negotiation. search for the negotiation for which you wish to print the contract terms by clicking the negotiation number link. or save it to a location on your machine and review the document there. but there will only be data displayed after the recommendation has been submittted. On the negotiation summary page. When the prompt box appears. your award decision must be approved before you can begin to create a purchasing document. On the negotiation summary page. On the Negotiations Homepage. You can view the approval history at any point. If Oracle Procurement Contracts is implemented and the sourcing document has contract terms attached to it. These negotiations are listed under the Your Negotiations at a Glance section. open and inspect the print directly. To print a negotiation (for suppliers): 1. If you cannot see all your negotiations. select Print Document from the Actions menu. search for the negotiation you wish to print. 2.

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. When results are displayed. you can create and manage deliverables for your negotiations.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. Select View Award Approval History from the Actions menu. To view and update your deliverables: 1. On the Update Deliverable page. To see information on the negotiation to which the deliverable is assigned. For example. The Award Approval History page shows who has approved your award recommendation and the approvals remaining in the approval chain. or add a new attachment. click the Update icon. You can easily view the status of all your deliverables. On the Manage Deliverables page. 5.3. At any point in time. scroll if necessary to find your deliverable. some of which will require deliverables. If Oracle Procurement Contracts is installed and licensed. a buyer may ask a supplier to provide copies of personnel certification. Modify or delete an existing attachment. Click "Deliverables" under Manage in the Quick Links section of the Negotiations Home page. 2. enter enough search values to restrict the results to the deliverable(s) in which you are interested. 3. To update the information on a deliverable. o o o To see information on the deliverable. 2. click the entry in the Document Number column. Navigate to the summary page for the negotiation 2. 4. click Apply. a detailed project plan.Oracle Sourcing Help To view the approval status of a negotiation: 1. click the entry in the Deliverable Name column. See the Alert column for important information on the deliverable's status. When you are finished updating the deliverable information. This allows you to quickly pinpoint any negotiations that are at risk because a deliverable has not been provided. Page 123/209 . you may have many negotiations in progress. or delivery schedule before the buyer will consider finalizing a contract with that supplier.

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

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

Oracle Sourcing Help Page 126/209 .

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

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

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

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. The Supplier View The Supplier View displays information on each supplier who participated in the negotiation. Score Total score for header level attributes.current value Saving Percent Savings versus current amount expressed as a percentage. Total Agreement Amount (Blanket Purchase Agreement only) The Line View The Line Summary display shows line information. 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. including: Awarded Quantity The number of units currently awarded this negotiation line. The Line view displays the award recommendations in terms of the lines that comprised the negotiation. Remaining Quantity Number of units left for awarding Current Value Current price * awarded quantity Award Amount Response price * awarded quantity Saving Amount Award amount . Page 134/209 . Among other details.Oracle Sourcing Help team members to drill down and view low-level information about each negotiation line. The Supplier view displays award recommendations in terms of all the suppliers who participated in the negotiation.

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

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

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

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

Scroll through the Results display until you see the target draft. If the draft is locked. You can search on negotiation number. o o On the Search and Select: Suppliers page Page 139/209 . you can use % as a wildcard. you can send invitation notifications to particular suppliers inviting them to participate in the negotiation. You will also search for suppliers to add them to reusable invitation lists and/or negotiation templates. Click the Number link to go to the negotiation summary page where you can see information on the negotiation. approved or new). Select the draft and continue processing. click Unlock to access it. Click the Manage quick link under Drafts on the Negotiations Home page. 2.4 Searching for suppliers: When creating a negotiation. Enter your search values. for example. You can identify the suppliers you wish to notify by searching information in the Approved Supplier List. 2. select a search type from the menu.1. negotiation creator. 2. Scroll through the Results: Negotiations display until you find the correct negotiation.Oracle Sourcing Help When entering values. When you are finished. Click Review and Submit to publish the draft. You can search both the Approved Supplier List and the Supplier Master at the same time. and click Go. and proximity to open date (specified as the number of days outstanding).1. the Supplier Master. To search for and manage a draft negotiation: 1. o You can search the Approved Supplier List to identify suppliers who sell a particular item or commodity. 5.5. You can use % as a wild card value 3. click Go.5. You can search the Supplier Master to identify suppliers who meet certain criteria. Click Edit to update the draft. 2.3 Searching for draft negotiations You can have draft negotiations which you and/or a group of collaborators are preparing for submission at some time in the future. as well as information provided by the supplier company itself. minority-owned or small business. You can also search the Approved Supplier list for suppliers of a particular status (for example. On the Manage Draft Negotiations page. 4. Click "Responses" to go to the negotiation History page where you can see information on current responses. negotiation title.

you can search by either the Category name or by words contained in the Category Description. Scroll through the Search Results display and select the correct category. you can search and specify a category value but cannot specify an item value. 2. click Show Business Classifications and select the attribute values by which you wish to search.5 Searching for lines and categories While creating your negotiation. 3. For goods-based items. You are returned to the create page with the category value inserted in the Category field. 1. select the supplier(s) and click Invite. you can search and specify an item value. click Show Approved Supplier List Criteria and select the attribute values by which you wish to search. Click the flashlight icon next to the Category field. You must also specify the category to which the item belongs. Click Go. 2. If you wish to see all suppliers who provide a particular commodity.5. From the Search Results display. To search the Approved Supplier List Criteria. To search by Supplier Business Classifications.Oracle Sourcing Help 1.1. Click the Select button or the Quick Select icon. On the Search and Select: Inventory Item page. If you know the name of the supplier you wish to invite. After you have entered your search values. With amount-based items. The category value defaults according to the item you select. Enter as many search values as are needed to efficiently qualify your supplier search. use the flashlight to search and select commodity or item. 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. On the Search and Select: Category page. From the Results: Suppliers display. 2. enter a full or partial supplier name. Page 140/209 . and click Go. enter a search value for either the item name or a word in the item description. 2. 1. you must identify item(s) on which you wish to negotiate. 3. select the correct item and click Select. click Search. enter appropriate search values search values. Select the type of search from the drop down menu. Click the flashlight next to the Item field. How you search depends on whether the line type for your item is amount-based or goods-based.

6 Searching for addresses: While creating negotiations. click the link to apply a predefined list. The system performs a begins with search using any search values you entered. you can search using multiple criteria. 2. however. For example. On the Search and Select page. The Search Results display shows all addresses that matched your search criteria. 3. 2. or the search wildcard. you can search for all price element lists that contain a particular price element. From the Search Results display. To search for and select a different address: 1. many attributes default according to the organization you select. Click the flashlight icon next to the address field. For example. there are many predefined lists which you can apply to your negotiation to save time and standardize your sourcing practices. Such lists include lists of item attributes or price elements.5. Find the correct address and click Select. select the list and click the appropriate links or buttons to process the list if necessary and to apply it to your negotiation. a search on br% returns only Brussels.1.5. On the negotiation creation page. For each list. This includes addresses such as Bill-To and Ship-To. you may need to change the default to a different address. Enter as many search values as required to efficiently qualify your search. Additionally.Oracle Sourcing Help 2. you can search for all lists that contain a particular list entry. Click Go. a partial name. a search on %Boston might return North Boston as a billing address. 3. such as the percent sign (%). The search value can be an address name. You are returned to the negotiation creation page with your new address appearing in the address field. most lists allow you to search by the list name and/or words in the list description. For example. If you do not know the beginning of the name. use a wildcard. In some cases. %. a search on b% returns both Beijing and Brussels. 2.7 Searching for lists When creating a negotiation. To search and apply a list: 1. Page 141/209 . enter a search value in the Search field and click Go.1.

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

1. You can view the reports online. You can use Sourcing Intelligence to: Track trends of purchases over time. If Current Price is not available. Identify potential savings opportunities. savings is zero. the report shows the total amount generated by each sourcing transaction. Identify negotiation opportunities. View summary reports that allow additional details.Oracle Sourcing Help 4.1 Introduction to Sourcing Intelligence What is Sourcing Intelligence? Sourcing Intelligence provides all the analytic and transactional reporting for your Sourcing application.1.1 4.2. You can sort the report by clicking on the any of the underlined column headings. Amounts do not include lines where award quantity and award amount are unspecified.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). Page 143/209 . Sourcing Intelligence promotes the increased efficiency by enabling visibility and analysis of system transactions. Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity. For each supplier.2 What are the Sourcing Intelligence reports I can generate? You can generate any of the following Sourcing Intelligence reports: 4. as well as the total amount awarded to this supplier.type (bid or quote). or export and open the reports in a third-party software application (such as spreadsheet software) where you can analyze and format the numbers at your discretion.1. See "How do I export report data to a spreadsheet?" 4. To run the Awards by Supplier report. Sourcing Buyer Intelligence Reports 4. 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. 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.

Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity.2.2 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. the report reflects only the system-hosted catalog item categories. Amounts do not include lines where award quantity and award amount are unspedified.2.1) report for the items listed. Any report displaying calculated amounts does not include any RFI amounts. Section 4. 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.3. see "How do I run the reports?" Note: For the Auction Outcome report parameter. select Standard Purchase Order. 4.1 "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. Page 144/209 . The report is sorted by category. see.1. To run the Awarded Bids Detail report. If Current Price is not available. with the category with the highest productive award appearing first.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. Once you have generated a Savings by Category report. savings is zero. Any report displaying calculated amounts do not include any RFI amounts.1.2. Blanket Purchase Agreement.1.1. To run the Savings by Category report. Note the following when generating and evaluating report information: When entering a category search parameter. the report reflects only the system-hosted catalog item categories.Oracle Sourcing Help 4. or All Outcomes. you can generate a Savings by Item (Section 7.

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

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

o o Category (if available) Select the category of interest using the search icon next to the field. Click the link for the report you want to run. 4. For each supplier. transactions for all currencies. 3. click the Reports tab. as well as the total amount awarded to this supplier.Oracle Sourcing Help To view transactions in all currencies: When you view transactions for a selected currency in a report. if desired. If left blank. Suppliers (if available) Select the suppliers of interest using the search icon next to the field. Enter any search criteria into the appropriate fields. (Not all reports have all of the following search criteria.3. the report shows the total amount generated by each sourcing transaction type (bid or quote). To run the Awards by Supplier report. Currency Select the currency of interest.) An asterisk (*) indicates a required field: o *From and Through Date Enter a date range for extracting and summarizing transactions. and click Go. However. Click Export to Spreadsheet to download the report.1. In the spreadsheet. See "How do I export report data to a spreadsheet?" 4. including the selected currency and the currency code. It also gives a breakdown by negotiation type of the total amount of money transacted. Once the report displays. you can export the report data to a spreadsheet.2 Intelligence Reports 4. The Sourcing Reports page displays information on the reports in the system. 2. On the Negotiations Home page. click Show Chart (if available) for a graphical representation of the report. only transactions for that selected currency are displayed. see "How do I run the reports?" Page 147/209 . You can sort the report by clicking on the any of the underlined column headings. the report defaults to your functional currency. 5. if you want to view all transactions completed in all currencies. o 4.2.1 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). are displayed.1 How do I run reports? 1.

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

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

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

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

1. The Notes and Attachments section displays any text messages from the buyer and any attached files. To respond to a negotiation you must: 1. The Negotiation Summary page displays all the current information for this negotiation. price elements.3 How do I respond to a negotiation? Suppliers can respond to public negotiations and private negotiations to which they have been invited.2. you can view information on the item attributes by clicking the "View" link under the Details column. Alternatively. Under Open Invitations. Page 152/209 . the response controls. use the Search Negotiations fields to access the Active Negotiations page. Monitor the action in the negotiation in which you are participating.1 “How do I access negotiations”). Submit your response (bid. or quote). Attachments can be viewed by clicking the paperclip icon. Find a negotiation in which to participate (See Section 2. click the negotiation number to access the Negotiation Summary page for the negotiation in which you are interested.Oracle Sourcing Help Creating and managing sourcing events Updating profile information Viewing award decisions Updating profile information 5. 2. (See Section 5. This includes such information as the time the negotiation. or price breaks associated with it.6 “How do I submit a response online”). If the item has attributes. 2. (See section 5.4 How do I view the details of a negotiation before placing a response? 1. Click the negotiation number to access the Negotiation Summary page.1. 5.4. 3. shipping and billing information.1 “How do I monitor negotiations to which I've responded”). detailed item information. 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. pricing.1.

2. the Price and Quantity fields are display only and you cannot enter anything in them. On the Create Response page.Oracle Sourcing Help If the negotiation is open. On the Terms and Conditions page. Otherwise. Line attributes appear under the Lines section of the Page 153/209 . The purpose of RFQs and buyer's auctions is to negotiate line price and costs prior to generating a purchasing document.1. RFIs to which you've been invited will appear under Open Invitations. you are required to provide values for these fields. RFIs may or may not be concerned with line price or costs. and the buyer can initiate a regular price/cost negotiation with the targeted suppliers. From the Results: Active Negotiations. the RFI can be converted to an RFQ or buyer's auction. 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. 4. 5. you can review any current responses by clicking the number link under the Responses/Quotes/Bids column. The purpose of an RFI is to gather information on goods and services a supplier company provides. 3. If the negotiation is closed. enter response values as you normally would when bidding or quoting online. you can only see the response history if you are the buyer. 5. most negotiation lines in an RFI have attributes defined. From the Negotiations Home page. search for any open RFIs or RFIs to which you've been specifically invited. select the RFI to which you wish to respond and click Respond. If the negotiation is sealed. Since the purpose of an RFI is to obtain product and service related information for a negotiation line. These line attributes identify the questions the buyer has about a particular line. If the buyer chose to include the Price and Quantity fields.5 How do I respond to a Request for Information (RFI)? A Request for Information (RFI) sourcing document is different from other sourcing documents such as RFQ or buyer's auction. Buyers use responses to an RFI to qualify suppliers early in the procurement process. either accept or reject the negotiations conditions. 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. To respond to an RFI: 1. Once the appropriate group of suppliers has been identified.

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

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

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

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

4. When you respond to a negotiation that includes item attributes and/or price elements. 5. a buyer can add item attributes and/or price elements to any item(s) in the negotiation. By default. you can view these specific item details (if allowed by the buyer) and enter additional values to target your response. 2. From the Negotiations Home page. The buyer can use the note text box for short communications or use attachments for larger amounts of information. Click the negotiation number link to display the negotiation summary page. Once you have viewed all your attachments.7 How do I view the attachments associated with the negotiation to which I am responding? In addition to the typical negotiation information. there will be two attachments for each line.1. search for an open negotiation by selecting a search criteria. The second attachment is the line attachment. Page 158/209 . On the Line: page.Oracle Sourcing Help 5.8 How do I use item attributes and price elements when responding to a negotiation? When creating a new negotiation. 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. To see the detail information for each line. the page displays the negotiation header information. click that line's number link. you see any notes and attachments assigned by the buyer to the line. click Return to Negotiations to return to the negotiation summary page. Notes and attachments can be assigned to the negotiation header or the negotiation lines. Alternately. Price elements identify additional costs associated with an item which need to be negotiated in addition to the item price. To view the notes and attachments: 1. From this page you can continue placing a response. The first attachment is the requisition header attachment.1. 5. 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. providing a search value and clicking Go. Click the Lines subtab to see details of the negotiation lines. click the negotiation number link under Your Company's Open Invitiations to view negotiations to which you have been invited. 3. on occasion the buyer may need to communicate or request additional information such as specialized requirements.

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

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

5. The bidder specifies the amount of the price decrement (expressed as a percentage or a flat price reduction) and the minimum price to offer. the bidder may wish to halt the proxy bidding to update bid information. 3. Click Create Bid to create a new bid.1. Select the items for which you wish to disable proxy bidding. continue entering your new bid information (including new proxy specifications if desired).Oracle Sourcing Help 5. Page 161/209 . To cancel proxy bidding. To continue placing a new bid.1. Once you have placed a bid using proxy bidding. you can monitor its progress by locating the negotiation number under Your Active and Draft Responses section of the Negotiations Home page. click the Response number link. it can be allowed to run to conclusion. Once enabled. proxy bidding in suspended. and click Cancel All Proxies. 2. For example. click Create Bid. Or in a multiattribute weighted negotiation. However. this happens when the bidder needs to update bid information. the promise date offered by the bidder may need to be updated due to unforeseen situations at the time the proxy was begun. To view the details of your current bid. all of your bids (losing and winning) in an auction are improved by the percentage you enter in the Power Bid field. click Cancel Proxy at the bottom of the page. The Cancel Proxy Bidding page redisplays without the line item(s) for which you just disabled proxy bidding (you can choose to retain proxy bidding on some line items but not others) 4.11 How do I turn off proxy bidding? Proxy bidding allows a bidder to have the system automatically rebid whenever a competing bid is received. Usually. 1. the system will continue to rebid at lower prices until the bidder's minimum bid price is reached. Power bidding cannot be used if any of the auction items contain price elements. On the Rebid page. the bidder may wish to update the non-price related information to improve the price to total score ratio.12 What is power bid? Power bid allows you to expedite your rebidding when you have bid on several items in the same auction. In both these cases. When the Rebid page appears. there may be certain instances in which the bidder needs to end proxy bidding early. When you use power bid. At this point. once proxy bidding has been initiated. Cancelling proxy bidding In most cases. The Cancel Proxy Bidding page shows all line items for which you have proxy bidding enabled.

enter the power bid percentage by which you want to decrease each of your bids in the auction. To download a spreadsheet and prepare your bid or quote offline: 1. click the negotiation number and review the negotiation's details and lines. 2. Page 162/209 . then click History to review responses. Access the auction on which you want to rebid. Access the open negotiation to which you wish to respond.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. 5.25. 3. Save the spreadsheet file to a convenient location. 5. On the Create Bid page. Enter numbers. Save the file. for example. 3. 2. After you have located a negotiation on which to bid. 6.1. you may want to look at responses that have already been submitted (not viewable in blind or sealed auctions or in RFQs). Because you are only previewing your power bids. When you are satisfied with your power bid prices. Your bid prices so not take effect until you click Submit Bid. You can create the spreadsheet once and then make only the modifications necessary for a particular negotiation. As you prepare to respond. You can download an Excel spreadsheet or a text spreadsheet. your bid status does not change yet. On the Quote/Bid by Spreadsheet page.Oracle Sourcing Help To use power bid: 1. 7. 5. 4. Click Recalculate to preview your power bid prices. even if your new bid price exceeds the current best bid for any auction item. If you want to return to your original bid prices. select Create Quote/Bid from the Action menu and click Go. Navigate back to the Quote/Bid by Spreadsheet page. Bulk loading is also useful if you respond to similar negotiations that occur repeatedly. From the negotiation summary page. You can then enter a new power bid percentage and click Go to revise your power bid. click Submit Bid and review the details of your bid. select the type of file(s) you wish to download. The recalculated price appears in the Price field. 4. click Clear Changes. Open the spreadsheet file and complete according to the instructions in the Read Me file included in the zip.

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

then continue entering your response. click Accept. 4. You will not be allowed to enter a response in the negotiation. you must have reviewed all the amendments and placed a response to the latest one. Select the negotiation and click Respond. 5. If you do not accept the negotiation's terms and conditions. Once a document has been amended.16 Why would a negotiation have special terms and conditions? Your buying company can include customized terms and conditions that govern its negotiations. 1. 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. these terms and conditions are presented before you enter the details of your response. 3. you must review and acknowledge the amendments and place a new response. you can continue to respond to the negotiation normally. Such updates are called amendments. If there are multiple amendments. click the checkbox and then click Acknowledge. Search for the negotiation. Once you have acknowledged all the amendments. Page 164/209 . 2. To respond to a negotiation that was amended before your first response: If the amendment was made prior to your first access. On the Acknowledge Amendment page. click Cancel. you must review and acknowledge each one.1. When you respond to such a negotiation. If you placed a response before the amendment was made. review the document information. 6.17 How do I respond to an amendment to a sourcing document? After publishing a negotiation. Review the negotiation's terms and conditions. you will only be able to respond to the amended version. Click Yes.Oracle Sourcing Help 5.1. 5. the buyer may need to update some of the information defined in the sourcing document. To be eligible for an award decision. To respond to a negotiation that was amended after your first response: 1. You are informed that the negotiation has amendments and are prompted to acknowledge them.

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

Oracle Sourcing Help

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

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

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

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Oracle Sourcing Help

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

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

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

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

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

5.2.3

How do I track the status of my responses?

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

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

5.2.4

What information is contained on the Disqualified Responses page?

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

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5.2.5

What information is contained on the Awarded Items page?

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

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Promise Date The date by which you promised to deliver the item.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.Oracle Sourcing Help 5.2. Negotiation Number The number assigned the negotiation by the system. Response Quantity The number of item units you offered to sell the buyer. Reason Any message provided by the buyer explaining why the item was not awarded. Your Response Number The number you assigned your response. participants can communicate with each other by entering into an ongoing conversation called an online discussion. or Buyer's Auction Item Description Description of the negotiation item. Once a negotiation has been published. The Rejected Items page allows you to drill down into detailed information about the negotiation and your response to it.2. Response Price The price at which you offered to sell the 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. Page 170/209 . 5.| Type The type of negotiation: RFQ. if any. The Rejected Items page shows: Response Number The number assigned to your response by the system.

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

2. Once enabled. the promise date offered by the bidder may need to be updated due to unforeseen situations at the time the proxy was begun. However. Or in a multiattribute weighted negotiation. At this point. proxy bidding in suspended. the bidder may wish to update the non-price related information to improve the price to total score ratio. the system will continue to rebid at lower prices until the bidder's minimum bid price is reached. Canceling proxy bidding In most cases. In both these cases. For example. there may be certain instances in which the bidder needs to end proxy bidding early. Usually. Page 172/209 . Note that the rules vary depending on the style of negotiation. the bidder may wish to halt the proxy bidding to update bid information.8 How do I turn off proxy bidding? Proxy bidding allows a bidder to have the system automatically rebid whenever a competing bid is received. 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. it can be allowed to run to conclusion. The bidder specifies the amount of the price decrement (expressed as a percentage or a flat price reduction) and the minimum price to offer.Oracle Sourcing Help Online Conversation Participants Messaging Capabilities The table below details the rules governing the messaging capabilities of the negotiation creator and the respondents. this happens when the bidder needs to update bid information. once proxy bidding has been initiated.

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

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

If you placed a response before the amendment was made. The currently active version has the highest number and is the first entry in the table. 3.2. 4. 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. Page 175/209 . Click Acknowledge. You use the Create Response page to enter your response to the buyer's negotiation. Click the negotiation number link to view the original negotiation and its updates. On the Acknowledge Amendment page. You are presented any additional amendments. which you must review and acknowledge. You can toggle between the current version and its prior version using the buttons. Review the information. The Review Changes page identifies the information that has changed. you are presented the first amendment.Oracle Sourcing Help To respond to a negotiation that was amended after your first response: 1.11 How do I respond to a deliverable defined to a negotiation? Deliverables are additional requirements a buyer may request of a supplier over the course of a negotiation. Click the suffixed number links to see the different versions of the sourcing document. To be considered for an award decision. Click Acknowledge Amendment. there may be deliverables to which you must respond. 6. you must acknowledge that you have viewed the amendment and placed a new response 7. The Amendment History page has entries for the original negotiation and any subsequently amended versions. The amended versions are suffixed with an incrementing counter. Deliverables are part of the contract terms the buyer may have defined and are typically additional pieces of documentation that must be provided by the supplier. you can place a new response on the negotiation. The negotiation summary page shows the original version of the negotiation. 9. 5. 8. and then click the checkbox acknowledging you have reviewed the amendment. Click "View Amendment History" to see the changes made to the original negotiation. Once you have acknowledged all the amendments. If Oracle Procurement Contracts is implemented by the buying organization. or click the Review Changes icon to see what information changed between a version and its prior version. 5. This includes responses to any contract terms the buyer has defined. 2. Contract terms are displayed in the Contract Terms section of the page.

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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links. or if your upload does not complete. button. Then contact your system administrator. task bar option. the steps you performed that led to the problem. and apply only when you have selected "blanket purchase agreement" as the auction outcome. or if you cannot view or access a specific page. Note: Depending on how the system is set up. Total Agreement Amount Page 180/209 .2 Glossary A Agreement Terms (Blanket Purchase Agreement only) Agreement terms are optional. particularly for large files. may time out before the system receives the file. link. Agreement Start Date/Agreement End Date The period during which the blanket purchase agreement is effective. some browsers will not upload files or browse directories whose names contain language-specific marks such as accents or umlauts.4 Why can't I access some pages.5 Whom should I contact about technical difficulties? If you experience technical difficulties with this system you should contact your system administrator. Users who are associated with this responsibility can access and perform specific features. 6. and (for bulk load jobs only) the job number. If the feature in which you are uploading allows. Function security means that features can be used only by users who are allowed access to the features. the connection. Your system administrator controls function security by creating a Responsibility consisting of different functions. buttons.Oracle Sourcing Help 6. or other feature. or task bar options? All system features are controlled by function security and your userid.1. 6. or multibyte languages (such as Chinese).1. 6.1.6 What if I have problems uploading files? Check the online Help about errors or failures. try placing the file in a WinZip file to reduce the file size or using a faster connection to the system. If you still cannot determine the cause of an error or failure. note the error text if any. Your Sourcing responsibility assignments determine which features you can use. If you receive a Task Access Restriction message. you should contact your system administrator to request additional function assignments. If you are using a slow dial-up connection.

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

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

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

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

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

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). the decrement percentage will be calculated based on a bidder's original bid price. bid decrement = $100 Bidder A's original bid = $1. For example: Auction #1234. Note: A bid decrement amount will always be applied to a bidder's current bid price. You can enter either a straight amount or a percentage by which bids must improve. but will be applied to the bidder's current bid price. If you specify your bid decrement amount as a percentage.000 Bidder B's second bid = $800 Bidder B's third bid = $600 Minimum Release Amount Page 186/209 . bid decrement = 20% Bidder B's original bid = $1.000 Bidder A's second bid = $900 Bidder A's third bid = $800 Auction #2234. M Minimum Bid Decrement The minimum amount by which bids must decrease This is set in the auction's bid controls. 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).

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

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

Price to Total Score Ratio In an RFQ or auction using Multi-Attribute Weighted Scoring. Proxy Bid Minimum Bid The lowest price you are willing to proxy bid for any auction item. Page 189/209 . For more information see. Proxy Bid By activating proxy bid in an auction. The price to total score ratio is then used to rank competing quotes/bids. the system will continue to automatically rebid (by the proxy bid increment/decrement amount you specify) until your proxy minimum bid price is met. The proxy bid decrement amount applies to all items on which you submit proxy bids in a single auction.Oracle Sourcing Help entered in a currency other than the RFx/Auction currency no does it apply to currency amounts such as Bid Total or the bid value of Fixed-Amount price elements. the precision for amounts is automatically governed by the standards defined by the ISO (International Organization for Standardization). You cannot change your decrement amount after you submit it. Whenever your bid price is higher than a competing bid price. While you can set the precision for unit-prices entered in a nonRFx/Auction currency when you define your currency list. The ISO standards are used automatically by Sourcing. and the result added to the item price. then multiplied by the item price. See "What is proxy bidding?" Proxy Bid Decrement The exact amount by which you want each of your proxy rebids to decrease . you allow the system to automatically rebid on your behalf whenever a competing bid price beats your bid price. Can I rank bids on attributes other than price? Pricing Basis The method used when using a price element to calculate the Quote/Bid price: Per-Unit The value is added to the item price. the price to total score ratio is determined by dividing the Quote/Bid price for an item by the total score for that item. % of Item Price The value is divided by 100. Fixed Amount The value is divided by the quantity of units Quote/Bidd and added to the item price.

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

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

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

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

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

and Oracle is actively engaged with other market-leading technology vendors to address technical obstacles so that our documentation can be accessible to all of our customers.oracle. 6. and supporting documentation accessible. For additional information. The conventions for writing code require that closing braces should appear on an otherwise empty line. to the disabled community. visit the Oracle Accessibility Program Web site at: http://www.4 Product Integration and Licensing This documentation includes information about many features of Oracle Applications other than this product.com/accessibility/.3.2 Accessibility of Links to External Web Sites in Documentation This documentation may contain links to Web sites of other companies or organizations that Oracle does not own or control.3 Documentation Accessibility Our goal is to make Oracle products. with good usability. services. JAWS may not always read a line of text that consists solely of a bracket or brace. and contains markup to facilitate access by the disabled community.1 Accessibility of Code Examples in Documentation JAWS. This documentation is available in HTML format. 6. Oracle neither evaluates nor makes any representations regarding the accessibility of these Web sites. our documentation includes features that make information available to users of assistive technology. Page 195/209 . Standards will continue to evolve over time.3. 6. a Windows screen reader.Oracle Sourcing Help 6. To that end. may not always correctly read the code examples in this document. and must be fully installed to take advantage of their features. however. These other Oracle Applications may require separate licenses.

3. Copyright 2000 Three D Graphics. Inc. savings is zero. see Section 4. 7. the report shows the total amount generated by each sourcing transaction. Amounts do not include lines where award quantity and award amount are unspedified.type (bid or quote). as well as the total amount awarded to this supplier. For each supplier.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. Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity. You can sort the report by clicking on the any of the underlined column headings To run the Awards by Supplier report.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. Page 196/209 .1.1. Appendix 7.1 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). If Current Price is not available. Inc.Oracle Sourcing Help 7.

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

Note the following when generating and evaluating report information: o o o o When entering a category search parameter. To run the Awarded Quotes report. Buyer cannot create inactive lists . 7. Page 198/209 .Oracle Sourcing Help 7.1. select Standard Purchase Order.2. see "How do I run the reports?" Note: For the Auction Outcome report parameter. enter a name and description of your list and select a status. Blanket Purchase Agreement. To create an attribute list: 1. savings is zero. On the Create Header Atttribute List/Create Line Attribute List page. Amounts do not include lines where award quantity and award amount are unspedified. On the Reusable Attribute Lists page. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. Click "Attribute" under the Reusable Lists area of Quick Links on the Negotiations Home page . Active lists are available for use by buyers during negotiation creation. 2.2 Reusable Attribute Lists 7.4 What is the Awarded Quotes report? The Awarded Quotes report displays information about the selected RFQs that have been awarded in the system. If Current Price is not available. click either Create Header Attribute List or Create Line Attribute List . Any report displaying calculated amounts do not include any RFI amounts. If you include an attribute list in a negotiation template.1 How do I create an attribute list? You can create attribute lists to include in your sourcing document templates or to use when creating new negotiations. Attribute lists are named groups of line attributes (line characteristics) that applies to a line in a negotiation. 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). 3. You can view individual quote details by clicking the quote number. the report reflects only the system-hosted catalog item categories. or All Outcomes.

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

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

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

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

Buyers can specify when they create the auction or RFQ how much they are willing to pay for these additional costs. or discrete costs such as shipping fees. 3. Click the Negotiations tab. the buyer may create a sourcing event to group together several related RFQs/auctions. The Sourcing Super User has this job function by default. 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. Sourcing Buyers may also have been assigned this job function by the system administrator. rather than searching for them individually. or days. Once you create the appropriate price elements.Oracle Sourcing Help By default. you must respond to each individually. Page 203/209 . then click Auctions or RFQ in the task bar directly below the tabs. You can also move directly to either the beginning or the end of the negotiation by clicking the appropriate small arrow icon. You apply this element list to your auction or RFQ. You can condense or expand the display by controlling its time display increments. and the display is automatically refreshed using the new increments. In addition. Sourcing events help both buyers and suppliers monitor multiple RFQs/auctions as a group rather than individually. The display can be shown in minutes. the display begins at the time the negotiation was opened. Such costs could include services such as training or consulting. Select the increment you want from the drop down menu. To access an event: 1. 2. events enable suppliers to quickly locate and participate in multiple similar RFQ/Auctions. These costs can then be negotiated between a buyer and supplier just like the item price. 7.6 Why are some RFQs and auctions associated with a sourcing event? In some instances. Click View Event Negotiations to see details of the sourcing event. 7. Though the RFQs or auctions grouped in a sourcing event are related. Click the "View All Events" link. hours. The time values shown across the bottom of the display can help you determine the relative timing of different responses. Select the event you want to view. you can combine them into a price element list.

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

2. or you can leave the clauses in draft form. Apply the contract template to a business document. not in contract templates. After you apply the contract template to a business document. all the clauses in the contract template automatically become standard clauses in the business document. In order to make standard clauses available to be used in business documents. or a standard clause that you edit and make non-standard. Add the clauses to a contract template. A contract template can consist of: o o o Clauses Variables Deliverables Note: The Deliverables functionality is currently supported only on contract templates with the Buy intent.1 About Clauses A standard clause is the legal or business language used to author a contract. Unless protected. Clauses are drafted based on both business and statutory requirements.9. you must perform the following steps: 1. at which point the clause becomes a non-standard clause. 3. A non-standard clause is a clause that you create to add in directly into the business document. the contract template can contain both approved and draft clauses. Page 205/209 . 7. You can create templates that include both clauses and deliverables. Prior to approval. You can create and modify standard clauses in the Library.2 “About the Contract Terms Library”).Oracle Sourcing Help 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. Non-Standard Clauses Non-standard clauses exist only in business documents. You can either approve clauses before adding them to the contract template. Standard Clauses A standard clause is a clause defined in the Library (See Appendix 7.9. the text of a standard clause in the business document can be changed. Approve the contract template. These templates can then be used to default clauses and deliverables on a contract.

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

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

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

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

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