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

..13 What is shortlisting and how do I use it? ............................. and how do I create and use them? ....................................10 Can I invite additional suppliers to a negotiation I've already created? ......2 What kind of services can I negotiate for?...........3...4 What are Your Negotiations at a Glance?... 116 2.............2 How do I monitor the negotiations I have created? .4..3......3...... 105 2.............4....................................................... 86 2.............6 ......................4 Additional Creation Topics ......4.................3.......................5 2....... 99 2.......... 95 2.....3.......1 What are some negotiations strategies I can use? ......................1...................................3..............1................ 106 2.....9 What are amount based line types.4 What are contract terms and conditions.................................................................................. 84 2.......1...3 Monitoring Negotiations.....3.... 107 2....1.................... 91 2........ 96 2....... 102 2......4...5 How do I create a deliverable and use it in a negotiation document?.................................3 How do I respond on behalf of suppliers without Internet access?.................1.3 How do I define services related lines?.................................................................... 108 2......................... 93 2.............. 117 Page 5/209 2.........1......12 How do security levels work? ............... 109 2..........3..... and how do I use them in my negotiation?.............. 103 2.. 98 2.......................5 How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line?.. 112 2........Oracle Sourcing Help How do I use price elements? ...................1...... and how do I use them in my negotiation?........................... 88 2..............................4............................. 88 2....................................................4..4...................................1...............................................................................14 How do I initiate a new round of responding?......3...... 104 2.. 110 2.............. and how do I use them?............... 84 What are Reusable Price Element Lists..............4...........4.2......................... 100 2................................... 115 2..........2........1 How do I create a deliverable and use it in a negotiation document?..11 Who can participate as team members? ......3............................3.................. 97 2.2 What is a sourcing event? .............1...4.. 114 2................1...........1...3................ and how are they used? .................................11 How do I extend a negotiation that is in progress? .........................3..........1................................2........................ 100 2.3................................7 What are contract terms and conditions......1.....3.4.............. 107 2............. 102 2.....1.........................................................................3 Are there any shortcuts available when creating a sourcing document? ............2................1 How do I access negotiations? ................4............ 105 2........... 98 2.4............ 96 2...................6 How do I download the responses I have received? ....12 How do I change my auction's AutoExtend settings while the auction is in progress?..... 114 2..............3. 103 2.....7 How do I analyze the responses I have received?..................................................9 How do buyers and suppliers communicate while a negotiation is in progress? .............................1...................6 How do I copy a sourcing document?....... 106 2.........10 How do collaboration teams work? ........................................2 Using Oracle Services Procurement and Oracle Procurement Contracts......................................1.....................................13 What are global agreements..8 How do I view the backing information for lines AutoCreated from Oracle Purchasing?..1.................3.......... 92 2...................... and how do I use them?.......... and how do I use them?..............7 What are price breaks...8 What are price breaks................................................................................4 Can I create and save sourcing documents without submitting them? ......

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

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

.................................................... 180 6..............................4 How do I enter business terms and conditions for my RFxs and auctions? ............4 Why can't I access some pages.......9......... 195 6.............. 207 Deliverable Variables.............................2 Reusable Attribute Lists .....3.. 205 7................................................ 206 7......... 180 6....3 What are score settings and how do I use them with header attributes? .........................7 What are reusable price elements and how do I create them? ............................................ 208 Page 8/209 ...................Oracle Sourcing Help 6............. Appendix ..................1 How do I create an attribute list? ...3 What is the Awarded Bids Detail report? . 197 7........................................................................................................9................ 180 6..................................... 196 7...9 About Contract Templates ......................... 207 User-Defined Variables.................................................1 What are the Sourcing Intelligence reports I can generate?...1.......................2.... 208 7............................................................3 About Deliverables............... 200 7...1................ 204 7................3.............1........................................................................................................... 198 7........ 207 Variable Identification ...........................................................................9.................................3........................................................................................1 What are header attributes and how do I use them?... 196 7............................................6 Why are some RFQs and auctions associated with a sourcing event? ..... 199 7..........2 Glossary....................................................................... 203 7......1............................................. 206 Table Variables ........... 198 7..............9.1 About the Contract Terms Library.................... 196 7.. 206 System-Defined Variables ......1 Accessibility of Code Examples in Documentation .......................2 What is the Savings by Item report? ........ 195 6........ 197 7..... 203 7...................... 199 7..................................................... 195 7..1 What are the Awards by Supplier report? ............................................ buttons..........1.........................2 About Variables .................4 What is the Awarded Quotes report? ........2 Accessibility of Links to External Web Sites in Documentation......1 About Clauses ....................5 How do I use the Graphical Monitor to view responses to items in my negotiation?.......................................................................... 205 Standard Clauses ............................1...................................... 207 Value Sets for Variables..................................................................................................... or task bar options? ..1..............................3 Documentation Accessibility ...................................8 Can suppliers communicate with each other while a negotiation is in process? .....................6 What if I have problems uploading files? .........................1................ links..................................... 205 Non-Standard Clauses.................... 195 6................................................................ 198 7..................................................................... 202 7. 180 6...4 Product Integration and Licensing......................................... 205 7...............................................................5 Whom should I contact about technical difficulties?.........

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

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

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

2. who might never meet face-to-face. Common Functionality All sourcing document types have the following common functionality to simplify the negotiation creation process: Reusable Attribute Lists (See Appendix 7. Buyers and sellers. but on lead times.16 “Why would a negotiation have special terms and conditions?”) RFIs Oracle Sourcing allows buyers to qualify a wide group of suppliers and their products and services using RFIs. Buyers can use the information obtained to subsequently conduct an RFQ or buyer's auction.1. enabling them to efficiently obtain the best possible prices for goods and services.1.2.1.2 “Glossary”) Terms and Conditions enforcement (See Section 5.1 Frequently Asked Questions: Oracle Sourcing 1. Prices are established based on actual supply and demand at the time the negotiation is transacted.1 “How do I create an attribute list?”) Reusable Invitation Lists (See Section 2.6 “How do I copy a sourcing document”) Multiple Currency support (See Section 2.4 “How do I create and edit a reusable invitation list”) Sourcing Template (See Section 2.2.7 “Can I accept responses in multiple currencies”) Multiple Language support Notes and Attachments (See Chapter 6.2 Getting Started with Oracle Sourcing 1. Page 12/209 . requests for information (RFIs). Buyers use real-time interaction to obtain information on suppliers' products and services. and item-specific attributes. The four different types of sourcing documents available . and buyer's auctions. and then use that information to create negotiations that drive prices based not only on price.4.1.2.1.2. can bypass intermediaries and establish relationships that might not have been possible using more traditional methods of buying and selling.1.requests for quotations (RFQs). “How do I create and edit negotiation templates?”) and Copy features (See Section 2. quantity.1.3.Oracle Sourcing Help 1.1 What is Oracle Sourcing? Oracle Sourcing offers flexible negotiation capabilities to buyers and sellers.

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

Oracle Sourcing Help Description of your goods or services Easily definable item with few Y attributes Commodity and commodity item Complex attributes item with nearmany - Buyer's Auction Y - RFQ High number of responses Y expected in a short time Other decision criteria - All participants in the negotiation should be able to view competitive responses Y but not the responder's identity (Open Style) Only the buyer should be able to see the responses Y (Closed Style) No one can view the responses until the buyer unlocks and Y unseals them (Sealed Style) Closing time modifiable should be using AutoExtend using Manual Extend/Close Early - Y Y using Manual Extend/Close Early using Graphical Monitor using Quotation Compare using Quotation History using Graphical Should be able to monitor and Monitor analyze responses online using Bid Compare using Bid History Page 14/209 .

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

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

15) scheduled close Minimum Bid date.1.8) Section 5. Multiple Quotes The RFQ business process allows suppliers to submit a single quote per round. have previously created.11) Price Breaks (See Section Price Breaks (See Section 2.11) Buyers can Manual Extend (See manually extend Section 2.3.1.11/2.1.1.8) Extend/Early Close (See AutoExtend (See Section Section 2.1.1.1. Multiple If allowed by bidders may multiple bids.4.Oracle Sourcing Help Attribute Based Bidding (See Section 5.1.11) 2.4. terms and conditions.4. Convert to negotiation document (See Section 2.1.7) 1.1.3 What time saving functions are available to me when creating negotiations? There are many ways you can streamline the creation of sourcing documents: Copying an existing document You can copy documents that you.7) 2.1.4. or any other users in your organization.1.10) Bidding (See Power Bidding (See Section 5.1. submit Other Proxy Bidding (See Attribute Based Section 5.8) 5. The details of the document such as the controls. Bids buyer.15) Buyers can manually extend an RFI or close an RFI earlier than the scheduled close date. Manual Extend/Early Close (See Sections 2. Decrement/Increment (See Section 2.8) RFIs use item attributes to solicit item information from suppliers. item information.8) Price Elements (See Manual Section 5.2) Information obtained during the RFI can be used to create a new negotiation document.10) Price Elements Attribute Based Bidding (See Section (See Section 5.3.4.1.11) an RFQ or close an RFQ earlier Early Close (See Section than the 2. and invitation list are copied into a new document which you can edit if necessary. Page 17/209 .2.4.

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

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

the system automatically updates the status of the previous round to Round Completed.2. Negotiations with Round Completed are not available for awarding. The system automatically updates the status of the previous round to Closed. What are the differences? You can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing. However. 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. Negotiations lines entered directly in Oracle Sourcing can include item numbers and item revisions if the item information was retrieved from the Item Master. It is removed from the system. such as the Sourcing Super User. can I award business to quotes/bids from the previous round? Once you save a new round of Quoting/Bidding. Each has its own benefits: Page 20/209 . 1.2.12 I know I can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing.1. can unlock draft auctions/RFQ which were locked by other users. The information from the previous round is enough to save a draft.1. (Users with the appropriate function security. You submit it (the draft becomes a valid negotiation in the system). 1. The draft creator selects the draft and clicks Unlock on the Manage Draft Negotiations page.2.2. you can delete the draft for the new round from the Manage Draft Negotiations page.Oracle Sourcing Help You save it.) 1.1. you are not required to enter any information. If you wish to create a draft for a new round. You delete it from the Manage Draft Negotiations page. (The original creator can always unlock a draft.1. making it available for award.10 If I have saved a draft of a new Quoting/Bidding round. You can save an negotiation as a draft as soon as you get to Step 2.11 Why do some items in my negotiation have item numbers and others do not? Item numbers and item revisions appear if the negotiation item is AutoCreated from a requisition line having an item from the item master.) Another user removes the lock.

New buyers can then manage the requisitions as needed. Each weight assigned to an item attribute is a number between one and 100 that represents the importance of that attribute compared to other item attributes. the system calculates a weighted score for each attribute response and a Total Score for the item. Page 21/209 .2. Scores represent the desirability of that attribute value or range of values compared to other values. the more important the attribute to the item.1. This allows the buyer to define the relative importance of each attribute by assigning weights to these attributes and scores to expected values for each attribute. quantity.Oracle Sourcing Help RFQs/auctions in Oracle Sourcing Real time bidding.2. Weights and scores can be assigned to the custom attributes. As responses are received. Custom attributes having weights and scores are called weighted attributes and require a response.13 What happens if I cancel a negotiation having backing requisitions in Oracle Purchasing? As soon as you cancel a negotiation with backing requisitions.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. Scores are numbers between zero and 100 and are assigned to each possible attribute value or range of values. 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. 1.1. The higher the score. It then ranks the scores for the same item from different respondents based on a Price to Total Score ratio. the requisitions become available again to AutoCreate in Oracle Purchasing. The old Sourcing negotiation number remains on the requisition line until a buyer creates a new negotiation using the requisition. the more desirable the attribute value or range of values. The goal of scoring is to motivate a respondent to respond with quotes/bids most closely matching the desired attribute values. 1. or need-by date. The higher the weight. breaks.

the negotiation currency defaults to the functional currency defined for your operating unit.17 Can I accept multiple currencies in my negotiation? Yes.Oracle Sourcing Help 1. however. In a Multi-Attribute Weighted Scoring negotiation. but it offers the lowest price per point of score. The lowest ratio among competing responses may not offer the lowest price. However.16 What is the difference between Price-Only and Multi-Attribute Weighted Scoring RFQs/auctions? In a price-only negotiation.2.2.2. quantity. item attributes can be scored and weighted. The winning response is decided based on the buyer's definitions of the relative importance of item attributes. the system ranks the supplier only on the basis of price. the buyer can still award the negotiation to any supplier regardless of the Price to Total Score ratio values. A buyer can view bids plotted on a Price to Total Score graph to assist in analysis of quotes/bids. you can allow bids or quotes in currencies other than the negotiation currency. To lower the ratio for an item included in a bid. 1. they are allowed to respond in only one currency per response. When you create a new negotiation. The lowest ratio receives the highest rank.1. 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.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.18 How do I invite non-registered supplier contacts to register with the system? If a supplier company has already been defined to your system (using Oracle Purchasing) and you know of any non-registered contacts at the supplier company whom you wish to invite to current or future negotiations. In both price-only and Multi-Attribute Weighted Scoring negotiation. the system will automatically convert the responses to the negotiation currency. In other words.1.2. delivery dates and attributes of an item. The buyer can still award the item regardless of the ratio. suppliers can quote/bid on price.1. reflected in the Price to Total Score ratio. 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. Though suppliers in a multi-currency negotiation can submit responses in several currencies. 1. you can invite these users Page 22/209 . it offers the best value for the money. 1. Whenever you view the responses you have received.1.

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

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

2. and the close date. or all a certain Quote/Bid has been quote suppliers in the sealed disqualified RFQ.Oracle Sourcing Help Disqualify a bid or Supplier whose response To inform the supplier the bid has quote has been disqualified been disqualified All bidders in the open and To inform all bidders/suppliers that Disqualify a bid or sealed auction. Negotiation Duration Reminder Email Sent Equal to or less than One hour after the Preview/Open Date 24 hours Page 25/209 . When the reminder gets sent depends on the duration of the negotiation. Cancel negotiation a All invitees and suppliers To notify them the negotiation is closed To notify the suppliers that the RFQ or auction has been awarded and how many lines have been accepted or rejected Award an RFQ or All suppliers auction Starting a new Suppliers who are invited To invite them to participate in an round in an RFQ for the new round additional round of negotiation or auction All suppliers from the Starting a new To notify them that they are not previous round who are round in an RFQ invited for the additional round of not invited in the new or auction negotiation round Invitee not acknowledging Supplier intent within the responded allowed time who hasn't To inform and encourage invitee to acknowledge intent to participate 1. The negotiation duration is the length of time between either the preview date (if the buyer specified one) or the open date. they receive a reminder email notification once the negotiation has opened for either previewing or responding.21 When does an invitee receive a reminder email notification? If companies do not acknowledge participation by a certain time.1.

2. Otherwise. If the negotiation is closed. then invitees do not receive any reminder. Such acknowledgments are intended to enhance communication between buyers and suppliers and inform buyers of the potential participation. they do not receive reminders.1. 1. the reminder is not sent. 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. 1. canceled or deleted before the reminder time.24 What is the quickest way to respond to a negotiation that has many line items? If the negotiation you wish to respond to contains many line items.1. However. if they are added after the original reminder time.2. they receive it at the original reminder time. then invitees do not receive a reminder. you can respond to negotiations created by your company's affiliates. Bulk loading is also useful if you respond in similar negotiations that occur repeatedly. however.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. you can download a spreadsheet which you can complete offline to specify your response information.2.1. these new invitees receive reminders at the original time. you can upload it to enter your responses into the system to. Page 26/209 .22 Do suppliers need to acknowledge their intent to participate before submitting responses? Suppliers are encouraged to acknowledge their participation intention after they receive the invitation email.23 Can I respond to a negotiation created by someone in my company? No. Once you have completed this spreadsheet. If additional companies are added before the original reminder time. It is not mandatory to acknowledge your intent before submitting responses. If the buyer starts another round of negotiation before the reminder time. You cannot respond to any negotiation that your company owns. 1.

2. Click the Administration tab. You can also search Oracle Purchasing by entering the original requisition information.2.1.2. For a Note field. This displays all purchase orders for a particular negotiation. You can check your Notifications for the Purchase Order Creation Notification.26 How many characters can be entered into the Item Description and the Note fields? For an Item Description field.25 Can I invite additional suppliers to an RFQ or auction I've already created? Yes. 1. you can require a particular indicator be used for all negotiations. 1." Select the indicator and specify whether users can override your selection. you can enter a maximum of 240 characters.1.Oracle Sourcing Help 1.27 Can the system administrator require buyers to use a certain rank indicator? Yes. Any user assigned the appropriate job function can add suppliers to an RFQ or auction any time before the close date and time. which includes the purchase order numbers along with other information. select Award Summary from the Action menu and click Go.1. and then click "Negotiations Configuration. You can search for the purchase orders in Oracle Purchasing by entering the negotiation data. On the Award Summary page. access the negotiation whose associated purchase orders you wish to see by entering the negotiation number into the Search Negotiations fields.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. As the system administrator. you can enter a maximum of 2000 characters. On the Negotiations Summary page.2. 1. click the response number link to view the information on that response including the corresponding purchase order created for that response. Page 27/209 . the negotiation number. In Oracle Sourcing.1. for example.

2. RFQ creation (See Section 2.1. Reusable invitation lists (See Section 2. Page 28/209 .Buyers can monitor real-time quote activity and take appropriate action.2.1. Once the RFQ is completed. RFQ modification or awarding (See Section 2. RFQ is typically used for complex items or services such as made-to-order manufacturing items or construction projects.2. Suppliers cannot view competing quotes while the negotiation is in progress. Buyers initiate RFQs that may include multiple line items by publishing the RFQ and inviting suppliers. RFQ Capabilities RFQ templates (See Section 2.3 “How do I respond to a negotiation”).1. Quote preparation and submission (See Section 5.3.5 “How do I use price elements”). Steps in the RFQ process include: 1. suppliers are immediately notified of the results via online notifications.Suppliers view the RFQ details and submit their quotes online. RFQs supports both blind and sealed RFQs.2. The RFQ process usually lasts days or weeks through multiple rounds of negotiations. RFQ monitoring (See Section 2. 2.1.2 Getting Started with RFQs RFQs support the full business process to solicit quotes from suppliers.5.Oracle Sourcing Help 1. Price elements (See Section 2. Reusable attribute lists (See Appendix 7. buyers can review quotes and award the RFQ or submit a modified RFQ for another round of quoting.4 “How do I create and edit a reusable invitation list”).4. Buyers analyze the quotes and either award the RFQs or modify the RFQs and open them for another round of quoting. 4.4 “How do I award business in an RFQ or auction”). The suppliers' responses to the RFQ allow the buyer to compare quotes and negotiate the best price and specifications for the good or service. RFQs enable buyers to collect quotes from suppliers for complex and hard-to-define items or services.1 “How do I create an attribute list”). 3.1. RFQs typically consist of multiple rounds with competition focused on whether supplier(s) can meet the specific requirements.1 “How do I create a new negotiation”). Once suppliers have submitted an initial round of quotes.1.3 “How do I create and edit negotiation templates”).2 “How do I monitor the negotiations I have created”).

1. Canceling RFQs (See Section 2. Multiple RFQ styles: blind or sealed (See Section 6. Monitoring quote activity in real-time (See Section 2.15 “How do I close a negotiation before its scheduled close date and time”).11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2.5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”). (See Section 2.14 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”).Oracle Sourcing Help Price breaks (See Section 2.1.8 “How do I use item attributes and price elements when responding to a negotiation”).4.14 “How do I initiate a new round of responding”). Graphic RFQ monitor (See Appendix 7. Quote comparison (See Section 2. (5. Terms and Conditions enforcement (See Section 5.7 “What are price breaks.4.6 “How do I submit a response online”) and offline (spreadsheet quoting).2 “Glossary”).5.9 “How do I disqualify responses I receive for an RFI. Online or offline awarding capability (spreadsheet awarding).1.4.6 “Why are some RFQs and auctions associated with a sourcing event”). Manual extend (See Section 2. Real-time status updates Notes and attachments (See Section 6.1.3.4 “How do I award business in an RFQ or auction”).2 “How do I monitor the negotiations I have created”). and how do I use them”).7 “What are reusable price elements and how do I create them”). or auction”). Integration with Oracle Purchasing (See Section 2. Page 29/209 . Capture Total Cost (See Appendix 7.4.16 “Why would a negotiation have special terms and conditions”) Quoting online (See Section 5.5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Purchase order generation Attribute based quoting (See Section 5. RFQ.4.13 “How do I download a spreadsheet and respond offline”).4.1. Sourcing Events (See Appendix 7. Multi-round quoting (See Section 2.2 “Glossary”).1.16 “How do I cancel a negotiation”)and Disqualifying quotes (2.5.

3. Suppliers can choose the Quote currency in which they will place their quotes.2. ensuring the integrity of the submitted RFQ items. Quote Currencies Additional currencies in which quotes will be accepted. you can upload items using a spreadsheet.1 What are the Unlock Date and the Unseal Date? The Unlock Date is the date when the buyer unlocks the closed RFQ to view the received quotes. you can submit multiple quotes within the same round. The Unseal Date is the date when the buyer unseals the unlocked RFQ allowing the suppliers to view the quotes as well.2.3 Can I cancel or retract my quote? No. It is the RFQ buyer's reference and review currency. You can prepare your list of RFQ items offline and upload the completed spreadsheet.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. You can contact the buyer who created the RFQ and ask to have your quote disqualified.2 Can I submit multiple quotes per round? If allowed by the quote controls.3 Frequently Asked Questions: RFQs 1.3. but quote disqualification is at the discretion of the buyer. 1. Quotes are converted to the RFQ currency for quote review.3.2. 1. but you must enter the weights and scores for an item's scored attributes online.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.Oracle Sourcing Help 1. In a Multi-Attribute Weighted Scoring RFQ. The system validates the data.3.2. 1. This allows you to create your multi-line RFQ quickly.2. 1.3. Page 30/209 . An RFQ buyer can setup an RFQ to accept quotes in multiple currencies by selecting the RFQ currency and then identifying any Quote currencies in which quotes will be accepted.

3.3.2. During the upload. you can enter the address in the Additional Contact Email field during negotiation creation.8 What is the Promise Date. 1. and why would I enter one? In an RFQ whose outcome is a standard purchase order.Oracle Sourcing Help 1. In all other cases.3. 1. You can invite suppliers by selecting them from the supplier master list. 1.10 How can I invite a group of people from a supplier? Ask the supplier (or a supplier contact) to create a group email list that includes all the individuals who should receive the negotiation notifications. you can enter a Promise Date to differentiate your response from other competing responses.2.3. When creating additional rounds for an RFQ.9 Is an RFQ always blind or sealed and why? An RFQ is always either blind or sealed. the most efficient way for a supplier to quote is to use a spreadsheet to download the contents of the RFQ and prepare the quotes offline. When Promise Date is an optional response. An automatic invitation will be sent to each invited supplier. 1.11 Can I invite additional suppliers to subsequent rounds of an RFQ? Yes. you can invite additional suppliers by using the same process employed during the initial RFQ creation.3. 1. completing multiple item attributes. Downloading the RFQ contents allows suppliers to quickly respond.2. Suppliers complete the quoting process by uploading the spread sheet back to the system.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. spreadsheet items are validated to ensure the integrity of the submitted quote.2. the Promise Date is optional.2.2. Promise Date is an required field.6 What is the most efficient way to quote on many line items in an RFQ? If an RFQ consists of many line items. In an RFQ whose outcome is a blanket purchase agreement.3. This is one of the feature of RFQs and mirrors the general off-line behavior of this negotiation model. See How do I invite suppliers to my RFQ or auction? for details on identifying contacts. the Promise Date is required only if the RFQ uses multi-attribute weighted scoring and Promise Date is one of the scored attributes. Once the supplier has provided you the email address. Page 31/209 .

1.3.3. you can start another round of quoting.2. Use the negotiation number in the Search Negotiations fields on the Negotiations Home page to access the negotiation.12 In a sealed RFQ. On the Negotiations Summary page. can I see who is bidding? In a sealed RFQ.Oracle Sourcing Help 1. select Close Early from the Action menu to close the RFQ.2. 1. you cannot see either the name of the respondent or the details of the bid until you unlock the RFQ. you can modify the following: Title Style Ranking method Rank indicator Preview Date/Time Open Date/Time Close Date/Time Award Date/Time Collaboration team information Item information Invitation List Notes and attachments Page 32/209 . On the Start New Round page. you can manually close your RFQ earlier than the original close date/time.13 Why can't I see the graphical monitor in a sealed RFQ? While an RFQ is sealed. Select Start New Round from the Action Menu.3. 1.15 How do I start another round of quoting in an RFQ? Once an RFQ has been closed. 1.2. you can use the Graphical Monitor to view quotes. Once the buyer has unlocked and unsealed the quotes. 3.2. you can see how many quotes are being placed. 2. none of the details are available for viewing by any suppliers.3.14 Can I close my RFQ earlier than the original close time? If you select the Early Close option when specifying quote controls. however.

Bidders participate in the auction by viewing the Page 33/209 .2.1. Auctions last for a set period of time.3 “How do I respond to a negotiation”). Creating the auction (See Section 2. Auctions allow real-time interaction to drive dynamic prices based on information that extends beyond price to include lead times. Negotiations allows buyers to establish either public or private auctions to meet the specific needs of buyers.1.1. Responding to the auction (See Section 5. Steps in the auction process include: 1.2.The buyer defines the auction and includes all the auction item information. Auctions enable buyers to solicit bids for goods and services that are clearly defined. the business terms and conditions and intended bidders. 2. Prices are established based on actual supply and demand at the time the auction is transacted. although the close time can be extended manually or automatically based on last minute bids.16 Can I modify an initial RFQ for the next round? You can modify the following information for each round of an RFQ: Preview date/time Open date/time Close date/time Award date/time Need by date List of invited suppliers Attachments 1.1 “How do I create a new negotiation”). typically a matter of a few days. Because most auctions are open for short periods of time.3. such as office furniture or memory chips. quantity and item-specific attributes. Auctions are typically focused on creating competition between bidders. 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.Oracle Sourcing Help 1.4 Getting Started with Auctions Getting Started with Auctions Auctions offer complete.

Sourcing Events (See Appendix 7. and how do I use them”). Price breaks (See Section 2.8 “How do I use item attributes and price elements when responding to a negotiation”).2 “How do I monitor the negotiations I have created”). Minimum Bid Decrement/Increment (See Section 2. Monitoring the bid responses (See Section 2. 4. The buyer analyzes the bids and awards the auction based on the price. blind or sealed (See Section 6. Manual extend (See Section 2.4. Autoextend feature (See Section 2.2.The buyer and all other participants can monitor the real-time activity during the auction and take action as necessary. Capture Total Cost (See Appendix 7. Attribute based bidding (See Section 5. bidders can view competitive bids during the auction.4.Oracle Sourcing Help auction items and submitting bids online.12 “What is power bid”).1 “How do I create an attribute list”).1.1. Reusable attribute lists (See Appendix 7.10 “What is proxy bidding and how does it work”).1.1.2.1.15 “How do I close a negotiation before its scheduled close date and time”).1.2.11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2.2 “Glossary”).5 “How do I use price elements”).1. Page 34/209 . Multiple Auction styles: open.7 “What are price breaks. Price elements (See Section 2. Reusable invitation lists (See Section 2. Evaluating and awarding bids (See Section 2. Power bidding (See Section 5. Auction features include: Auction templates (See Section 2.1.7 “What are reusable price elements and how do I create them”). 3.3.11 “What are response controls”). bid attribute value(s).1.4 “How do I award business in an RFQ or auction”).1.1. bid quantity.3 “How do I create and edit negotiation templates”). Once the auction is completed. Proxy bidding (See Section 5. If permitted by the auction rules. bidders are immediately notified of the auction results via online notifications.4.11 “What are response controls”).5.4 “How do I create and edit a reusable invitation list”).6 “Why are some RFQs and auctions associated with a sourcing event”).3.

4 “How do I award business in an RFQ or auction”). RFQ.1. (5. (See Section 2.1.1. Page 35/209 .9 “How do I disqualify responses I receive for an RFI.13 “How do I download a spreadsheet and respond offline”).1. Online or offline awarding capability (spreadsheet awarding). Purchase order generation Real-time status updates Bidding online (See Section 5.5. Integration with Oracle Purchasing (See Section 2.5.4. Bid comparison (See Section 2.4. Graphic Auction Monitor (See Appendix 7.6 “How do I submit a response online”) and offline (spreadsheet bidding).2 “How do I monitor the negotiations I have created”).4 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”).2 “Glossary”). Monitoring bid activity (See Section 2. or auction”).5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”).16 “How do I cancel a negotiation”) and Disqualifying bid (2.5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Notes and attachments (See Section 6.Oracle Sourcing Help Canceling auctions (See Section 2.4.

Oracle Sourcing Help 1. but only the buyer can see the identity of the bidder. The start price is the maximum price in a RFQ or auction at which bidding (or quoting) for one unit of the the item will start.2. 1. The buyer can see the bids once the auction is unlocked. and 3.2. Everyone can see the bid content once the auction is unsealed. Blind: Only the buyer can see the bid content Sealed: Neither the buyer nor the suppliers can see the bid content until the auction closes.3 Why isn't there a target price for every item? Target price is an optional value. someone else at your company can award an auction created by you. The auction to which they are responding is not owned by their company 2. 1. The target price is the price you hope to pay for one unit of an item. Note: Two people from the same cannot quote in the same RFQ. All registered users in a company can bid on the same auction.5. 1. The buyer can also choose to display the target price to the bidders for reference.5. Page 36/209 . provided that: 1. or task bar options”).2.4 “Why can't I access some pages. buttons. links.4 What is the target price used for? The target price is mainly used for internal performance analysis for the buyer. 1.5.5.1.2 What is the difference between Quote/Bid start price and target price? When creating a new RFQ or auction.5 Frequently Asked Questions: Auctions 1.5.2.2. You can elect to display the target price to participants. The bid controls for this auction allow multiple bids per round . 1.2.1 What are the different auction styles? The buyer can choose from three types of auctions: Open: everyone can see the bid content. They have the appropriate function security (See Section 6.5. you can optionally set a bid start price (quote start price for an RFQ) and target price for every item in the RFQ or auction.5 Can someone in my company award an auction that I create? If granted the appropriate authorization. Buyers are not required to designate a target price for every item.6 Can two people from the same company bid on the same auction? Yes.2.

2. you can initiate a new round of responding if you set the controls to allow multiple rounds of responses (RFQs always permit multiple rounds of quoting).5.5.1.5. When you invite a supplier (See Section 2. After you initiate a new round of responding. you might want to send invitations to increase specific suppliers' awareness of your RFQ/auction and encourage participation. and your RFQ/auction appears in that supplier's "Open Invitations" list of invitations.2. 1. RFQ. you are not required to send invitations to any suppliers. that supplier receives an e-mail notification about your RFQ/auction. or auction has closed.8 If my RFQ/auction is open to all suppliers. why would I invite suppliers to participate? For a public RFQ/auction.13 “How do I invite suppliers to participate in my negotiation”) to participate.1. the bidders will be able to see different information as shown below: Auction Style Other Bidder's Viewable Information Company Name Time of bid Bid details Any Notes and Attachments (if notes and attachments are viewable for auction) Company Name Time of bid Company Name Time of bid Open Blind Sealed/Locked Company Name Sealed/Unlocked Time of bid or Bid details Sealed/Unsealed Any Notes and Attachments (if notes and attachments are viewable for auction) 1. Page 37/209 .Oracle Sourcing Help 1.9 How do I initiate a new round of quoting or bidding? After your RFI. However.2. can they view each other's bid details? Depending on the auction style. none of the previous responses submitted are available for awarding.7 When two respondents from the same company place bids.

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

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

or auction closes. 6.10 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.Oracle Sourcing Help 5. RFQ. If there are approvers defined for this document. o Response Controls Modify other Response Controls as necessary. You can also choose to open the negotiation for preview immediately. Note that you have to specify a new closing date.2. click Publish. any uninvited suppliers who responded in the previous round are also automatically added to the invitation list for the new round. Additionally. If there are no approvers defined for this document. Click Review. 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. 7. you can enter the date and time (prior to the open date and time) the negotiation is available for previewing by all eligible participants. You can also add new suppliers. o Possible Invitation List Changes If you invited suppliers in the previous round. Preview Date For RFIs. *Close Date The new date and time the RFI. Page 40/209 . Click Suppliers to modify your invitation list. Click Controls to modify negotiation control information. click Submit for Approval. You can remove any supplier from the invitation list for the new round.5. RFQs or auctions opening in the future. they are automatically added to the invitation list for the new round. You can also choose to open the negotiation immediately. o Possible Date Modifications *Open Date Date and time you want the new round of responding to begin. 1. Review your updated negotiation information.

The response is at the company level. You can specify whether the auction is extended from the original close time or from the time when the winning bid has been received. AutoExtend extends the duration automatically if new bids are received in the closing minutes of the auction. 1.2.2.2. Bidders cannot respond to display only attributes so there is no value for comparison.5.5. Bid disqualification. that is. 1. if Bidder B bids triggering a proxy bid for Bidder A and the resulting bid results in the same Price to Total Score ration. You can also specify if the autoextend is for the entire auction or particular line items. a company can place one bid in each round when being invited to that round Page 41/209 .A bidder must submit a single.2. 1.5. best bid" is selected for a multi-round auction. the bidder can only view the resulting Price to Total Score for a bid. the bidder can contact the buyer and ask to have the bid disqualified. When the buyer hides scores/weights.16 What is a Single Best Bid? A Single Best Bid is a response to an auction that allows only one bid per company. 1.2. 1.15 How do two bids with the same score get ranked if the prices are the same? The earliest bid gets a higher rank. You can also define the total number of auto extensions and the extension period.13 Why are display-only attributes not visible in the Bid Compare page? Display only attributes are used to convey information to bidders.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.11 Can a bidder retract a bid? If a bidder has submitted. Manual Extend allows you to manually extend your auction close date/time before the auction closes.5.14 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. Bidder B receives the higher rank because the proxy bid was created by the system after Bidder B's bid. When the bid control "No .5. however.2. For example. no other user at the same company can bid.5. once one user at a company responds.Oracle Sourcing Help 1. is up to the discretion of the buyer.

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. This is a very useful feature when your goal is to win all auction items. you can revise bids for all items on which you have previously bid by a specified percentage. You can setup the Proxy Bid Decrement for an auction.2. all of the bids in an auction will be decreased by the percentage specified. you cannot change any bid information (including responses to item attributes) until the Proxy Bid Minimum is reached unless you cancel the proxy. Power Bid When rebidding. as well as the limit price. you can set new Proxy bid parameters or bid manually. and the bids must be submitted quickly. or Proxy Bid Minimum. the bidding automatically stops. This allows you to streamline the rebidding process when you have bid on several items in the same auction. When you use Power Bid.Oracle Sourcing Help 1.5. you cannot update attribute responses to better your score although proxy bid will rebid to better a price. Comment Proxy Bid Power Bid Feature Use Repeated automatic bidding. 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 . Power bid is not available for any auction items having price elements. When the bid reaches the Proxy Bid Minimum. Therefore if you are bidding in a Multi-Attribute Weighted Scoring auction. Once the limit price is reached. for each item. Proxy bidding is not available for any auction item that has price elements. Once you have placed a proxy bid. The system Speeds up the bidding process rebids until proxy is by simultaneously updating the canceled or minimum bid prices for all bid items. or near the end of an auction period when there may be a time constraint.

00. he cannot modify any attribute responses to try to improve his score. but since Supplier B's bid price is still higher than Supplier A's bid price. Supplier B's bid is the winning bid even though the bid price is higher. This bid (94/100) is better than Supplier A's bid (95/90). And since Supplier A's proxy minimum (75. 1. since proxy bids are generated based only on the price of the competing bid.19 Can a bidder see the names of the other bidders? Bidders cannot see other bidders' identities.00) has not yet been reached. You may need to cancel the proxy bidding process to redefine attribute information to improve your price to total score ration.00. Supplier B then places another bid of USD 92. Supplier A's proxy is not triggered. Supplier identities are never revealed to other bidders. Supplier B then bids USD 94. Now Supplier B's bid (92/100) is better than Supplier A's bid (84/90). This bid (84/90) is now the winning bid.Oracle Sourcing Help 1.00. However. Since Supplier B's bid price is less than Supplier A's bid price. To avoid these situations.5.00 with a score of 100 for the same item.00 with a score of 90 for the item. Supplier A's proxy is triggered to place a new bid of USD 84. Supplier A's proxy will only be triggered again if there is a bid with a price lower then USD 84.2. Therefore. Supplier A places a bid of USD 95. Page 43/209 .00 and a proxy minimum of USD 75. not just the bid price.2.00. a proxy bid decrement of USD10.18 How does Proxy Bidding work in Multi-Attribute Weighted Scoring auctions? You can define Proxy Bid parameters with Multi-Attribute Weighted Scoring auctions similar to price-only auctions. you may need to closely monitor Multi-Attribute Weighted Scoring auctions which also use proxy bidding.5. a bid can be beaten based on the Price to Total Score ratio without triggering a new proxy bid. For example.

You can also create new negotiations quickly by applying a negotiation template.9 “How do I add lines to a negotiation”). This allows you to return to the creation process at a later time or have multiple people working on the same negotiation.1.13 “How do I invite suppliers to participate in my negotiation”). o If you have previously created an RFI. RFQs.Oracle Sourcing Help 2. Define Your Response Controls (See Section 2.1.1. Page 44/209 . RFIs can be taken to multiple rounds until the buyer has enough information to identify supplier(s) with which to deal. and how do I use them in my negotiation”) Invite Your Suppliers (See Section 2. Therefore. You can create a negotiation and save it as a draft before submitting it. the information contained in the RFI can be copied into an RFQ or buyer's auction.1.1. RFIs are used more for gathering information on goods and service provided by a supplier than to lock in particular price information. Enter Negotiation Lines (See Section 2. RFQ. There are four main steps to creating a new negotiation: o o o o Create Your Negotiation Header (See section 2.4.1.6 “What information must I provide to create my negotiation header”). you can save time by copying an existing RFI/RFQ/Auction. 2.1 Creating RFIs.1.1.1.7 “What are contract terms and conditions.2 How do I create a new Request for Information (RFI)? RFI's are used to qualify suppliers and their goods and services for subsequent procurement activities.1 Creating Negotiations 2. At the conclusion of the RFI cycle.1.1.1 How do I create a new negotiation? Use the instructions on this page to create Sourcing negotiations (RFIs.1.11 “What are response controls”) Enter Your Terms and Conditions (If Oracle Procurement Contracts is bought and licensed) (See Section 2.1. and Buyer's Auctions 2.1. and buyer's auctions). RFQs. Help for Sourcing Buyers 2. one unique feature of an RFI is that buyers can choose to define negotiation line items without price and quantity and specify lists of criteria to which suppliers must respond. or auction.

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

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

3 How do I use Quick Links? The Quick Links section of the Negotiations Home page provides easy.1.1. The links are organized by task and negotiation type so you can find the link for the task you wish to perform.1. The table below shows some of the operations available Sourcing Buyers and Sourcing Suppliers by using Quick Links.1.Oracle Sourcing Help 2. Simply clicking the link takes you to the page where you initiate the operation. You can use this number to access the document in Oracle Sourcing and to Page 47/209 . Buyer Operations Creating negotiations Creating templates and reusable lists Managing draft negotiations Creating and managing sourcing events Updating profile information Supplier Operations Responding to negotiations Monitoring active responses Managing draft responses Viewing award decisions Updating profile information 2. When using AutoCreate. one-step access to your most commonly performed Oracle Sourcing tasks. The backing requisition information is carried over from Oracle Purchasing and used throughout the creation process. AutoCreate uses the requisition information to create a Buyer's Auction or Sourcing RFQ. The AutoCreated document is assigned a document number. you can search for requisitions according to different attributes such as item or category and include them in a single document. Once you have identified the requisitions in which you are interested. you can use requisition information in Oracle Purchasing to create a draft sourcing document that you can then access and edit.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. 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.

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

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

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

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

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

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

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

This note appears on the negotiation summary page and can be viewed by suppliers. 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. 2. If one attribute is weighted. all must be weighted (although the weight can be 0. but this can be overridden by specifying a default value on the score settings page. Maximum Score Accept the default or enter the maximum value that can be entered for this attribute. For example. However. Weight Weights are used to indicate the relative importance of header attributes. This column is only displayed if weights are enabled as part of the Scoring Settings. click Manage Response Currencies. Display Target Indicate whether you want suppliers to see your Target Value . Though suppliers in a multi-currency negotiation can submit responses in several currencies. Delete You can delete this attribute by clicking the trash can icon. the system will automatically convert the responses to the negotiation currency. you can accept responses in currencies other than the negotiation currency.1. To define your currency list and currency exchange rates: 1. On the Create Header page. o Attachment Click Add Attachment to browse for an attachment to assign to this negotiation.Oracle Sourcing Help Enter a target value for the header attribute (for example: 30 or more years in business). an attribute with a weight of 25 is half as important as an attribute with a weight of 50.7 Can I accept responses in multiple currencies? When you create a new negotiation. The sum of weights for all header attributes must add up to 100. they are allowed to respond in only one currency per response. the negotiation currency defaults to the functional currency defined for your operating unit. Whenever you view the responses you have received. effectively "unweighting" that attribute.1. Page 55/209 .

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

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

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

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

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

To add price elements to the line. Attachments can be assigned the following definitions: Viewable by the supplier: To Supplier (default) Can be viewed by users in the buying organization and suppliers responding to the negotiation. You must add a description of the attachment.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. details about item specifications or color preferences). From Supplier (supplier-created attachments) Can be viewed by buyers and suppliers. you can declare which category to which it belongs. 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. To Buyer Purchasing displays these attachments to buyers when creating purchase orders from requisitions. 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. To Approver Can be viewed by any approver of the sourcing document. Viewable by users within Oracle Sourcing To Receiver Oracle Purchasing displays these attachments to the receiver in receiving windows. You can also query the Document Catalog for existing documents to attach. Internal to Sourcing Page 61/209 . Note and Attachments An optional text note about this line(for example.

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

Unit of Measure and Category will default according to the Job you select. fixed-price line: 1. 5. 6. make sure you select a temporary labor. vacation). You can include services-related lines with regular amount-based and goods-based lines. To define a temporary labor. Create attributes as needed to solicit any additional information for this line. 9.1. Job Details. Also. 7. Job Details. Finally. 2. If you need to specify price breaks. rate-based line type. 3. fixed-rate line type. 11.Oracle Sourcing Help 2. Enter values in your price fields if necessary. make sure you select the Global Agreement checkbox. and then click Go. Finally. From the Add Line menu on the Create Lines page. The Description.1. ensure that you choose Blanket Purchase Agreement as the negotiation outcome for temporary labor line types. Page 63/209 . rate-based line: 1. 4. Create attributes as needed to solicit additional information for this line. and click Go. add notes or attachments to the supplier. Follow steps 1 and 2 above. Continue defining the remainder of the negotiation. 3. 8. 5. The Description. General services fixed-price lines use a negotiation outcome of standard purchase order. 6. click Select Price Break Settings and ensure it is not set to None. 10.10 How do I define services related lines? Services related line types allow you to negotiate on labor contracts. Search and select a job from the Job menu. if appropriate. or click Load from Spreadsheet to upload a previously completed spreadsheet file containing all the line information On the Lines: Create Line page. and Category will default according to the Job you select. is a response to the price differential required) Select the price type (for example. For temporary labor line types. Search and select a Job from the Job menu. add any notes or attachments to the supplier. and specify the differential associated with this price type. 2. select Online to continuing entering your line description online. Enter your price breaks including Price Differentials. Specify how price differentials are to be used within the negotiation (for example. On the Lines: Create Line page. make sure you select a temporary labor. Continue defining the remainder of the negotiation. To define a temporary labor. 4.

They can view the negotiation's details but cannot place responses. 5. Preview Date Use the pop-up calendar to specify a date/time after which the negotiation information can be accessed by potential suppliers. 4. On the Lines: Create Line page. *Close Date Use the pop-up calendar to select the date/time when the negotiation will be closed. and then click Go. 3. After you have entered the negotiation header. 6. open and closing times and many other variables.1. responding frequency. or Buyer's Auction. You must have created your negotiation header before you can create negotiation controls.1. Finally. Follow steps 1 and 2 above. you set response controls to determine the negotiation length. Continue defining your negotiation . 2. If you allow the control manual close/close early. no further responses may be accepted. participants. Provide the line with a description and select a Category value. the default time value the system uses is the time when you entered a value in the field. Note that for fields where you enter a date and time. When you extend a negotiation you specify the new close date. Create attributes as needed to solicit additional information for this line. fixed-price line type. If the sourcing document you are working on was AutoCreated using requisitions in Oracle Purchasing. the negotiation can be closed prior to the defined close date. make sure you select a general services. Page 64/209 . the time limit for the negotiation can be extended past the original close date. Once closed. Complete the following fields as appropriate for the negotiation type. add notes or attachments to the supplier. and added line(s). You can edit the value to change the time if needed.Oracle Sourcing Help To define a general services fixed-price line 1. If you allow the control manual extend. click the "Controls" link to access the Create Controls page for that negotiation. 2.11 What are response controls? When you create a new RFI. *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. RFQ.

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

Allow manual extend when the negotiation is open You can choose to allow a negotiation to be extended. "10. you enter a new close date and time. the decrement percentage will be calculated based on a supplier's original bid price. Otherwise. For example. That is.Oracle Sourcing Help If you have allowed suppliers to submit multiple bids.000 Bidder B's second bid = $800 Bidder B's third bid = $600 Bidder B would not be allowed to submit a fourth bid of $480 (this is less than the minimum bid decrement of 20%) Allow manual close before the Close Date You can choose to allow the negotiation to be closed before the close date. for example. rebids must decrease by a minimum amount. bid decrement = $100 Bidder A's original bid = $1. but will be applied to the supplier's current bid price. Use numbers." Note: A bid decrement amount will always be applied to a supplier's current bid price. If you specify your bid decrement amount as a percentage. When a negotiation is extended. the negotiation cannot be closed until the close date and time specified above. For example: Auction #1234. if you enable an AutoExtend of 30 minutes. bid decrement = 20% Bidder B's original bid = $1.000 Bidder A's second bid = $900 Bidder A's third bid = $800 Bidder A would not be allowed to submit a fourth bid of $750 (this is less than the minimum bid decrement of $100) Auction #2234. 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. with AutoExtend set to start at the current scheduled auction close time. 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 . You can enter either a straight amount or a percentage by which bids must improve.

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

if you specify that each AutoExtension is 20 minutes : o o Each AutoExtension will last for 20 minutes after the start time you specify. and The period from 20 minutes prior to the scheduled close of the auction to the scheduled close of the auction is the AutoExtend period during which a winning bid will trigger AutoExtend. Once the decision has been approved. This setting also determines the end-of-auction window (the AutoExtend period) during which a winning bid triggers an AutoExtension. which the approver can accept or reject. once created. a notification is sent to the next approver in the approval chain. This ensures that. You can require the approval of the award recommendation by clicking the "Require award approval" response control on the Controls page while creating your negotiation. the purchasing document will not need to be changed in the future.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 creator who can then begin generating the purchasing document. For example.1. a notification is sent to the first approver in the approval chain requesting that the approver view the decision. If the approver allows the decision. If the approver rejects the decision.Oracle Sourcing Help You must specify the duration (in minutes) of each AutoExtend. Once you have saved your award decisions. The AutoExtend period is determined by the length of each AutoExtension (see above). The approval cycle continues until all the required approvers have viewed and approved the decision. or only for those items that receive winning bids during the AutoExtend period. Number of Extensions Select a value from the drop down menu to set the maximum number of times the auction can be extended. 2.1. Page 68/209 . Lines to AutoExtend You can extend bidding for all auction items. a notification is sent to the negotiation creator.

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

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

click Apply Template. 8. or auction) to create a new document of the same type.1.1. 2. These attributes may either require a response or no require a response from the supplier. Once you click Publish. The buyer can define unique line attributes.1. Line attributes can then also be weighted to indicate the relative importance of a single attribute among the other weighted attributes. You can save the amendment as a draft at anytime during the creation process if you click Save Draft. you can submit the amendment for approval by clicking Submit for Approval on the review page. 4. allowing respondents not only to respond to the price. the buyer can score attribute values to indicate the relative preferability of different responses. Once approved (or if approval is not required). the Submit button changes to Publish. no new responses can be received on the previous negotiation. edit. Page 71/209 . 3. Spreadsheets and Lists 2. All suppliers will be required to acknowledge the amendment and resubmit their responses to be eligible for award.2 What are line attributes and attribute lists. 2. or delete any of the negotiation information provided by the template by proceeding through the steps of creating a negotiation. When creating a negotiation. select the template and click Apply to create a new negotiation with this template. On the results display. 2. To use a sourcing document template: 1. You can add to. If you have approvers identified on the Collaboration Team on the Create Header page. but also to other features and performance characteristics of each line. Approvers will receive notification that they need to approve the amendment. On the Create: Header page.2. RFQ. Draft amendments are available on the Negotiations Home page if you click Drafts in the Manage Quick Links section. and how do I use them? Line attributes enable a buyer to define multiple line-specific attributes. Search for and select the template you want to apply. Click the appropriate link under the Create area of Quick Links on the Negotiations Home page.1 How do I use negotiation templates? You can use a document template of a specific type (RFI.Oracle Sourcing Help 7. You can review the new changes compared to the current active negotiation by clicking Review. See How do I create and edit negotiation templates? for instructions on creating negotiation templates. quality.2.2 Templates. and delivery.

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

o Status Invitation lists are initially created as active.Oracle Sourcing Help want to change your template's status to Inactive. only you can use your private lists.1. An active list can be used immediately. Inactive templates will be stored in the system. You can add an invitation list(s) when creating a new Sourcing document. On the Reusable Invitation Lists page. Page 73/209 . you can add these participants to a reusable invitation list. An invitation list can help standardize your business practices by ensuring that all appropriate participants are invited to targeted negotiations. you can also attach an invitation list(s) to a Sourcing document template. click "Create New Invitation List. you must complete and submit your template. All users in your company with the correct authorizations can view and use public lists. The same list can be used for all types of sourcing document types (RFI." 3. edit. but will not be available for use until reactivated. 2. click Submit on the Review and Submit page. Click "Invitation" under the Reusable Lists area of Quick Lists on the Negotiations Home page. Once you have defined your template. RFQ. To inactivate a list.2. Sourcing Super Users or users with the Manage Invitation Lists authorization can create. and use your private lists. Complete the remaining pages by filling out the fields as appropriate for the negotiation type. Only you can create. but cannot be used to create a new offer until you change the status to Active. 4. and auction). then edit your template and select a new status from the drop-down menu at the Status field. An inactive list will be stored on the system. complete the following fields (*indicates a required field): o o o *List Name *Description *Access Invitation lists can be public or private. edit the list and change the status to inactive. 2. edit and manage public invitation lists as well as their own private lists. Your new list will default to private. On the Create Invitation List page. To create a new invitation list: 1.4 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.

2. The value defined for the RFQ/Auction template." then search for suppliers to add to your invitation list. you can add an entry for each site for that supplier if you choose. To edit an invitation list you have created: 1. 8. 2.1. 3. Click "Add Suppliers.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. On the Edit Invitation List page. For a supplier with multiple sites. If you wish to add more suppliers to your list. 2. and manage public invitation lists.1.2. and access as appropriate. you can choose a specific supplier site to associate with this list (Supplier Site is another term for Address Name). or 2. You can also add or delete suppliers. On the search results page. If the supplier you selected has multiple sites defined in the system. click "Add Suppliers" again and follow the perceiving instructions. then click Edit. the system uses the following hierarchy to determine which category value to use: 1. 6.Oracle Sourcing Help Sourcing Super Users or users with the Manage Invitation Lists job function can create. Click "Invitation" under the Reusable Lists area of Quick Lists on the Negotiations Home page. 5. Page 74/209 . you can edit public lists. click Apply. edit. 4.2. status. The value specified in the spreadsheet. update your list description. 5. 7. Select the supplier(s) and click Add to Invitation List. When you have finished adding suppliers. click Submit. Search for the list you wish to update. any attributes/price elements defined for the template are added to any attributes/price elements you define via the spreadsheet. If the template and spreadsheet have conflicting category values.5 What happens to the item category when I create a negotiation by applying a template and using spreadsheet upload? A buyer can apply a predefined template to the RFQ or auction in creation Step 1 and then use the item creation by spreadsheet capability to upload details on multiple items in Step 3. If you are have the Manage Invitation Lists job function. When you are finished. including change the access and status. 4. find your list.

the buyer can add an attribute called "mileage" to specify that the bid item must have fewer than 12. Line attributes define 1) unique specifications that you set for a negotiation line." "style. 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. and item B with two attributes/price elements. see "How do I add attributes to my negotiation lines?" 2. the precedence is: 1.1 What are line attributes.1. If there are duplicate attribute/price elements between the template and the spreadsheet. For example. the attribute/price element specified by the template.1.000 miles on the odometer." Metal industry negotiation items can include "grade of metal" as an attribute.1. While the buyer could enter this information in the auction line description.Oracle Sourcing Help For example. and 2) the details that a participant should provide when responding to that negotiation line. you may choose to add one or more line attributes to that line. using an attribute to define this specification calls attention to the specification. if there are three attributes/price elements for your template. the attribute/price element specified on the spreadsheet 2.3. auction). Attribute Scoring. RFQ. and your spreadsheet upload includes two items. and do not apply to all lines in the negotiation. retail industry negotiation items can include such attributes as "color. if the buyer marks this attribute as required. 2. and Price Breaks 2. Price Elements. The attribute(s) are added to that line only. 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.2 How do I add line attributes to my negotiation? You can add multiple line attributes to any line in your negotiation. For more information about how to add line attributes to your negotiation items.3 Item Attributes. item A with four attributes/price elements. Line attributes can call attention to industry-specific characteristics. then bidders must enter the mileage of any bid. In addition. and why would I add them to my negotiation lines? When you add a line to a new negotiation (RFI. For example.3. Adding these as required item attributes that are displayed to bidders can customize your negotiation items to your specific industry. Page 75/209 . a buyer can create an auction to buy a fleet of 12 vehicles for a delivery service." and "SKU number. When the buyer adds the line (vehicle) to the auction.

Oracle Sourcing Help

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

o

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

o

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

o

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

o

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

o

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

o

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

Oracle Sourcing Help

o

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

o

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

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

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

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Oracle Sourcing Help

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

Oracle Sourcing Help

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

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

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

You can accomplish the by specifying weighting and scoring values for your line attributes. Make sure you select Multi-Attribute Scoring from the Ranking menu. When the page refreshes. To use weighting and scoring when defining a negotiation: 1. PPM Defect Rate. 5. The system can then include the suppliers' responses to your line attributes when calculating the best response. click "Lines" in the navigation bar in the top left hand corner. On the Create: Lines page.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. Groups are used for categorizing attributes. However you may want to consider supplier responses to other line attributes in addition to price being offered when determining the best response. Select a ranking method if the Sourcing Super User has set the system up to allow you to change ranking methods. See "What information must I provide to describe my negotiation header"? After you have defined the negotiation header. o Attribute Type Page 81/209 .3.Oracle Sourcing Help Price $300 Total Score: (100 * 50) + (50 * 30) + (100 * 20)/100 = 85 Price to Total Score Ratio = 300 / 85 = 3. navigate to the Attributes table and click Add Another Row. use the instructions in "How do I add lines to a negotiation"? to enter the line data and other required and optional line information. o Group Select one of the predefined attribute groups. enter your line attribute information. Grade). *Indicates a required field: o *Attribute (up to 240 characters) Name your line attribute (for example: Mileage. Select Online from the menu and click Go. 2.53 2. and you do not wish to use the default.1. 4. See What are line attributes? for information about defining line attributes. 3. On the Lines: Create Line page. 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. To enter a line attribute.

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

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

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

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

When you have entered the search data. 6. You specify 20$ as your start or base price. The search results display any price element lists matching your search criteria. When you have finished making your changes. The name of any price element defined to the list. 2. The second offers a price of $18 a unit if purchasing over 500. You then set up two quantity-based price breaks. you may expect to receive a discount from your supplier if you buy a large quantity of units. and how do I use them? Price breaks allow you to negotiate line prices with your supplier based on characteristics of your order. add or delete price elements from the list. If any price elements are inactive. or by a certain deadline. Page 86/209 .7 What are price breaks. The new list is validated. For example. You can search for a particular price list by : o o o o The list name. On the Price Element Lists page. change the price element list status. you receive an error message. search and select the list you want to edit. 5. For each (non-amount-based) line in your negotiation. The list status (Any. The first offers a price of 19$ per unit if buying more than 100. For these price breaks. and you may specify several quantity levels and the prices you are willing to pay at each. click Apply. click Go. To edit the list.) 3. Click the Price Element link under Reusable Lists on the Quick Links section of the Negotiations Home page. (This returns all price element lists using that price element. On the Edit Price Element List page. Example: Assume you are purchasing PC keyboards. you can o o o update the description for the price element list. Or you may be willing to pay more per unit if your supplier can ship the order to a special location. Active or Inactive). The first few words of the list description. 4. you can define as many price breaks as are appropriate.Oracle Sourcing Help To edit a price list: 1. 7.1.3. you can either click the price element list name link. 2. You can then enter different assumptions into the system and have it calculate which response is the best. you receive the responses shown in the table below. Your suppliers respond to your negotiation specifying their responses to your price breaks. or select the price element list and click Edit.

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

You can enter values for all price breaks you defined and the system will calculate which of the responses is best for the values you entered. Once you have defined all your price breaks. you could enter different order quantities and see which supplier response is the best for a certain quantity.1 What are some negotiations strategies I can use? When creating a negotiation. You can define as many price breaks as are needed to fully define your pricing structure. Page 88/209 . otherwise select optional. you will not be able to enter price breaks. Item attributes define 1) unique specifications that you set for an item. For example. For each price break criterion. Analyzing Price Breaks Once you have defined your price break expectations. 2. click the response number link. For example. Also select either Cumulate or Non-Cumulative. To analyze price break information: 1. 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. If you select Non-Cumulative. click Apply. you will not be able to negotiate on effective dates. Select the negotiation line. click Analyze by Line from the Actions menus and click Go. Search for the negotiation you're interested in. On the table of negotiations.Oracle Sourcing Help 3. and 2) the details that a participant should provide when responding to that item.4. you could define multiple price breaks based only on order quantity. Define your price breaks. 5.1. 5. On the negotiations summary page. and click Analyze Price Breaks. 2. 3. and effective dates (available for non-cumulative price breaks only).4 Additional Creation Topics 2. you can offer a particular target price. Select Required to force to supplier to respond to the price breaks you define. You can set breaks by unit quantity. On the Analyze Line: Analyze Price Breaks page. price. Ship-To address/organization. and your supplier(s) have responded with quotes.1. 4. you can enter different values in the fields under Enter Assumptions and have the system calculate the best response based on the values you enter. If you select None. you can have the system evaluate the supplier responses based on scenario information you enter. 4. Click Add Another Row to define additional price breaks.

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

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

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

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

such as item quantity and need-by date are updateable. you can use the Autocreate feature of Oracle Purchasing to select and group requisitions to create draft RFQs or auctions. but other information. Or you need to create a negotiation but not actually submit it until sometime in the future. 2.1. Creating RFQs/auctions using Autocreate If your company has licensed both Oracle Purchasing and Oracle Sourcing. 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. you can save your draft from any of the subsequent pages by clicking Save Draft. Page 93/209 . Using draft RFQs/auctions You can create and save an auction intending to submit it later. Or you can use the Manage Draft Negotiations page in Oracle Sourcing to access and submit the draft at a later time. or the creation process involves collaboration between several people. A confirmation message informs you that your draft has been successfully saved. Some of this information. you can immediately access and edit the draft to continue creating your negotiation. Oracle Sourcing creates a draft negotiation which includes all the requisition links you selected. such as operating unit and functional currency are not. The items in your draft negotiation carry information from the backing requisitions. These draft documents also allow multiple collaborators to work on the same document. In each of these cases.4. you can access drafts for editing or submission.Oracle Sourcing Help You can download and use spreadsheets to efficiently create and award RFQs and auctions having many line items.4 Can I create and save sourcing documents without submitting them? There may be times when you cannot finish creating your RFI. you can create a draft of the RFI/RFQ/auction and save it for later editing or submission. Using draft negotiations created by AutoCreate in Oracle Purchasing When you AutoCreate requisitions into a Sourcing RFQ or buyer's auction. After creating a draft negotiation using requisition information from Oracle Purchasing. Initially creating a draft Once you have completed the Step 1 Describe page. From this page. RFQ. or auction in a single session.

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

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

To apply contract terms to your sourcing document: 1. RFQ. 2. Edit your new negotiation by continuing through the creation steps. 2.7 What are contract terms and conditions. Clicking Copy places you on a new Create Header page with the existing information inserted. you can click Apply and Create Another. then click Submit for Approval if approvers are specified for this negotiation.1.4. You need the Contracts Terms Library Administrator responsibility to create and maintain clauses and contract templates in the Contract Terms Library.Oracle Sourcing Help 6. click Contract Terms in the navigation bar at the top left side of the page. To copy an existing negotiation: 1. Using contract terms is an easy way to create and maintain standardized contract text which can be customized as needed. click Review. You need the Manage Contract Terms responsibility to create and maintain contract terms on negotiation documents. or auction). Note that most of the information you defined previously is carried forward into the copy. and deliverables are available if Oracle Procurement Contracts is implemented). click Apply. conditions. This includes any contract clauses or deliverables (terms.6 How do I copy a sourcing document? You can copy sourcing documents that you or any other users in your organization have created. 2. You can click the negotiation number to see details about the negotiation. Page 96/209 . You can copy an existing document to create a new document of the same type (RFI.1. 5. Once the page refreshes. 3. Click "Copy" under the Create section of Quick Links on the Negotiations Home page. When you have finished creating your new negotiation. On the Create Negotiation page.4. Once you have found the negotiation you are interested in. you can define your next deliverable. and how do I use them in my negotiation? If Oracle Procurement Contracts is installed and licensed. Search for the negotiation you want to copy. You can use contract terms to specify legal and other requirements for your negotiation. otherwise click Publish to open it for responding. click the Copy icon at the right of the page. Note that you will have to specify new Open Date and Close Date values 6. 4. After you have finished defining your deliverable. If there are multiple deliverables to define. Verify your negotiation information. you can create contract terms and apply them to your negotiation.

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

This takes you to the Requisition Summary page. the quantity and unit of measure defaults to the values defined by your administrator and is display only. inviting additional suppliers. you can specify that an item is amount based by selecting an amount based Line Type value. click the number link in the Requisition column.4.1. When you create a negotiation. If you select a line type that is amount based.10 How do collaboration teams work? When creating a negotiation. 2. 2. click the Lines subtab.4. Access the negotiation. but more of a service or activity. Such activities can be negotiated by using amount based line types.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. Each member can be assigned specific tasks. The possible values are defined in Oracle Purchasing. 3. and creating document outcomes. Such tasks could include defining the item attributes. and how are they used? Sometimes the item you need to negotiate is not a number of discrete units.9 What are amount based line types. you might need to negotiate training or consulting services. For example. and some team members may be required to approve the final document before delivery to potential suppliers. This takes you to the Requistion Detail page.1. This includes the entire life of the sourcing document from the initial creation to the award process. From the negotiation summary page. Page 98/209 . A category value may also appear if your administrator has defined a default category for that line type. 4. For the line whose requisition information you wish to view. 2. awarding business to supplier. buyers can nominate collaboration team members to participate in the creation and administration of the sourcing document. Buyers can optionally grant full access to some team members while restricting others to read-only access. Click the number link in the Line column.

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

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

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

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

ensure that you choose Blanket Purchase Agreement as the negotiation outcome for temporary labor line types. make sure you select a temporary labor. Select the price type (for example. Enter your price breaks including Price Differentials. 5. If you need to specify price breaks. 9. click Select Price Break Settings and ensure it is not set to None. To define a temporary labor. Also. vacation). You can include services-related lines with regular amount-based and goods-based lines. if appropriate. 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. Unit of Measure and Category will default according to the Job you select. . On the Lines: Create Line page. rate-based line type. 3. rate-based line: 1. There is a fixed amount limit attached to the service. 2.3 How do I define services related lines? Services related line types allow you to negotiate on labor contracts. maintenance services. Fixed-price services such as corporate accounting services. The charge for this type of service is based on a flat amount for the service provided. and specify the differential associated with this price type. General services fixed-price lines use a negotiation outcome of standard purchase order. Enter values in your price fields if necessary. Page 103/209 . you can create documents that negotiate for many different types of services. or consulting services. and click Go. select Online to continuing entering your line description online. make sure you select the Global Agreement checkbox.2 What kind of services can I negotiate for? If Oracle Services Procurement is installed and licensed.2. The charge for this type of service is based on hourly rates per person. Search and select a job from the Job menu. or click Load from Spreadsheet to upload a previously completed spreadsheet file containing all the line information 2. Job Details. 6. Specify how price differentials are to be used within the negotiation (for example. is a response to the price differential required) 7. 4. From the Add Line menu on the Create Lines page.Oracle Sourcing Help 2. temporary administrators.2. The Description. Create attributes as needed to solicit additional information for this line. Fixed-price temporary labor such as contractors. 8. For temporary labor line types.

Provide the line with a description and select a Category value. You need the Contracts Terms Library Administrator responsibility to create and maintain clauses and contract templates in the Contract Terms Library. make sure you select a temporary labor.2. fixed-price line: 1. On the Create Contract Terms page. Using contract terms is an easy way to create and maintain standardized contract text which can be customized as needed. Continue defining your negotiation. fixed-rate line type. search for and select a contract template from the list of values. On the Create Negotiation page. You need the Manage Contract Terms responsibility to create and maintain contract terms on negotiation documents. See the Oracle Procurement Contracts online help for information on using contract templates. Follow steps 1 and 2 above. Finally. and Category will default according to the Job you select. click Contract Terms in the navigation bar at the top left side of the page. Finally. 5. 11. To apply contract terms to your sourcing document: 1. make sure you select a general services. To define a general services fixed-price line 1. Create attributes as needed to solicit additional information for this line. and then click Go. add notes or attachments to the supplier. 2. 2. 4. You can use contract terms to specify legal and other requirements for your negotiation. 6. 6. Job Details. 5. To define a temporary labor. you can create contract terms and apply them to your negotiation. and then click Go. Continue defining the remainder of the negotiation. 2. Create attributes as needed to solicit any additional information for this line. add notes or attachments to the supplier. On the Lines: Create Line page. Page 104/209 . Follow steps 1 and 2 above. The Description. and how do I use them in my negotiation? If Oracle Procurement Contracts is installed and licensed. add any notes or attachments to the supplier. fixed-price line type. 2. 4.4 What are contract terms and conditions. 3. Search and select a Job from the Job menu.Oracle Sourcing Help 10. Continue defining the remainder of the negotiation. 3. Finally. On the Lines: Create Line page.

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

enter the name or contact of the surrogate supplier in the Supplier field and click Go. Page 106/209 .3. To place a surrogate bid on behalf of a supplier: 1. and click Go. Click the negotiation number to access the negotiation summary page where you can see information on the negotiation.3. If you do not see your negotiation. You also search for all open negotiations to which you have access. On the Create Bid/Create Quote page. access the negotiation in which you wish to bid by clicking its number. On the Create Surrogate Bid/Quote: Select Supplier and Contact page. Sign on to Oracle Sourcing with Sourcing Super User responsibility. Continue from the Terms and Conditions page with regular a response if terms and conditions are required. enter the Bid/Quote Received Time. 5. click Full List. 3. 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. 2. From the Negotiations Home page. Once the buyer has received all the bid/quote information. Select a contact for the supplier and click Create Surrogate Bid/Quote. On the negotiation summary page. You can also use the Graphical Monitor to view and compare responses to your negotiation. From the negotiations summary page. 2. 4.2 How do I monitor the negotiations I have created? Access the negotiation you wish to monitor. and then click View Response History to see information on responses to this negotiation. 2. click Full List. Clicking the number of your negotiation takes you to the negotiation summary page. Click the Responses number to access the Details page for the negotiation. 6.Oracle Sourcing Help Note that the Your Negotiations at a Glance section shows a limited number of entries based on time remaining. Negotiations in which you are participating appear under Your Negotiations at a Glance. select Create Surrogate Quote/Bid from the Actions menu.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. a surrogate bid can be entered into the negotiation. Oracle Sourcing buyers can place surrogate bids on behalf of such suppliers. 7. you can either Select View Response History from the Actions menu and click Go.

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

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

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

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

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

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

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

If.3. and your award date remains January 20. follow the instructions to add new suppliers. if your negotiation includes a January 15 close date and a January 20 award date. and you extend that auction for 7 days. Click Apply. select the Extend RFQ/Extend Auction option from the Actions menu and click Go.3. specify a new close date and time. your new close date is January 22. To manually extend your negotiation: 1. you cannot extend an auction after its first AutoExtension has been triggered. You can also enable AutoExtend or modify your AutoExtend settings if you wish. Select Add Invitees from the Actions menu and click Go. On the negotiation summary page. 2. A notification will be sent to all participants. You cannot manually extend your negotiation after it has closed. 3. when creating this negotiation. your new close date is January 18. these dates will also be extended by the same number of days that you extend your negotiation if the dates are scheduled to occur before your extended close date. click Full List. click the negotiation number for the negotiation you wish to extend. 2.10 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. and/or long-term agreement dates. On the Extend RFQ/Extend Auction page. Page 114/209 . 4. However. 5. if you extend that auction for only 3 days. If you don't see the negotiation. Click Apply. Under the Your Negotiations at a Glance section on the Negotiations Home page.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. For example. you entered an award date. Additionally. 6. If your negotiation is not displayed. need-by date. and your new award date is January 27.Oracle Sourcing Help 2. To add suppliers to a negotiation: 1. 3. 2. click Full List. click the negotiation number link for the negotiation to which you wish to add additional suppliers. Under the Your Negotiations at a Glance section of the Negotiations Home page. On the Invite Additional Suppliers page. Enter a new close date and time.

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

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

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

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

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

Click Apply. 5. 4.17 How do I create an amendment to a negotiation? After publishing a negotiation. 3. you can enter a text note to participants explaining why you are canceling the negotiation. Under the Your Negotiations at a Glance section of the Negotiations Home page. On the Cancel page. This update is called an amendment. click Full List. enter the new date and time you want to close the negotiation or choose to close it immediately. Amendments can be created anytime after the preview date/time (or open date/time. select the Close Early option from the Actions menu and click Go. you may wish to simply cancel the negotiation. if no preview date/time was specified) and before the close date/time. On the negotiation summary page.3. 4.16 How do I cancel a negotiation? Sometimes. select the Cancel RFQ/Cancel Auction option from the Actions menu and click Go. 1. click the negotiation number for the negotiation you wish to cancel. If you do not see the negotiation. or the items are no longer needed. enter a note to your suppliers. 2. In any of these cases.3.3. On the Close Early page. 2. the buyer can update information defined in the document if necessary. Note that you cannot manually close an auction after its first AutoExtension has been triggered. Click Apply. Also the line requirements have changed. To close your negotiation early: 1. Page 120/209 .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. The system notifies all the invitees and participants of the cancellation. there may have been too few responses. click the negotiation number for the negotiation you wish to close. 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.Oracle Sourcing Help 2. 3. If desired. 2. For example. or the terms of the responses are not acceptable. the responses to your negotiation do not meet your needs. Under the Your Negotiations at a Glance section of the Negotiations Home page. 2. This note is included in the notification that will be sent.

Once approved (or if approval is not required).18 How do I print information on my negotiation? Much business communication today is carried and managed offline. 8. The printed version of the negotiation is appropriate for public display since it excludes all internal data such as internal attributes. 6. You can review the new changes compared to the current active negotiation by clicking Review. 7. Draft amendments are available on the Negotiations Home page if you click Drafts in the Manage Quick Links section. additions. You go to the Create Header page. no new responses can be received on the previous negotiation. Responders should be able to complete negotiation documents and return the results by FAX. select Create Amendment from the Actions menu. Government organizations in particular present solicitation packages according to a unified format. 5. or names of invited suppliers. If Oracle Procurement Contracts is implemented. for example. 3. Notice that the negotiation number has now been given a suffix. Change the negotiation rules on the Create Amendment: Controls page if necessary. On the negotiations summary page. enter any line changes. 12345. To invite new suppliers. use the active negotiation's negotiation summary page. 2. This suffix is incremented every time you create a new amendment for this document. and there are clauses and deliverables defined to this negotiation. Approvers will receive notification that they need to approve the amendment.. Once you click Publish. you must enter a new Description for the amendment and make any other header level attribute changes you need. You can save the amendment as a draft at anytime during the creation process if you click Save Draft. You cannot add or delete suppliers on the Create Amendment Suppliers page during an amendment. The printed version also does not include any price elements Page 121/209 .3. these can be changed on the Create Amendment: Contract Terms page. On the Create Amendment: Lines page. 2. 4. mail or email. deletions. you can submit the amendment for approval by clicking Submit for Approval on the review page. Buyers need the capability to download and print a negotiation for offline review.Oracle Sourcing Help To create an amendment to a sourcing document: 1.1. On the Create Amendment Header page. If you have approvers identified on the Collaboration Team on the Create Header page. the Submit button changes to Publish. All suppliers will be required to acknowledge the amendment and resubmit their responses to be eligible for award. or updates to line information if necessary. current prices.

When the prompt box appears. You can view the approval history at any point. If you cannot see all your negotiations. but there will only be data displayed after the recommendation has been submittted. 2. 4. the clauses and deliverables are printed as well.19 How do I view the approval history for my negotiation? If you selected the "Require award approval" negotiation control. On the Negotiations Home page. or save it to a location on your machine and review the document there. Click Preview Contract Terms. On the negotiation summary page. These negotiations are listed under the Your Negotiations at a Glance section. 2. your award decision must be approved before you can begin to create a purchasing document. Once you have submitted your negotiation's award decision. 2. When the prompt box appears. On the Negotiations Homepage. 3. If Oracle Procurement Contracts is implemented and the sourcing document has contract terms attached to it. Page 122/209 . open and inspect the print directly or save it to a location and review the document locally. search for the negotiation you wish to print. Click the Contract Terms link in the navigation bar. search for the negotiation for which you wish to print the contract terms by clicking the negotiation number link. When the prompt box appears. open and inspect the print directly. or save it to a location on your machine and review the document there To print contract terms only: 1.Oracle Sourcing Help defined to the negotiation. select Print Document from the Actions menu. To print a negotiation (for buyers): 1. 2. select Print Document from the Actions menu 3.3. To print a negotiation (for suppliers): 1. On the negotiation summary page. click Full List. open and inspect the print directly. you can view the approval status of your negotiation. 3. On the Negotiations Homepage. search for the negotiation you wish to print by clicking the Negotiation Number link. Access the negotiation by clicking its negotiation link.

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

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

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

Oracle Sourcing Help Page 126/209 .

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

5. You can then save the responses as a spreadsheet file and view the instructions in the readme file contained in he zip to review offline to make your award decisions. Select the next line to be awarded and click Award. Follow the instructions in Step 2 and Step 3 above to enter that line's award decision 7. o o 3. Click "Award by Line" to return to the Award by Line page. On the Award Line page. 2. For each line. select the line you wish to award and click Award. the award simply identifies the supplier from whom business will be awarded in the future .4. 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. Click Save Award To award a single line to a supplier: 1.Oracle Sourcing Help line in the negotiation. To award using a spreadsheet: If you wish to download the responses for a negotiation. 3. select the radio button for the supplier to whom you wish to award that line. Once you have selected the suppliers and specified the number of units to be awarded to each. 6. This is useful if you have received a large number Page 128/209 . On the Award by Line page. For amount-based line types. Once a line has been totally awarded. 4.5 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. You do not have to award a line. Continue until all lines have been awarded. click Save Award. an awarded chekmark appears for the line. Note the following: o o If you select multiple suppliers for this line. but you can award less. select Award by Spreadsheet from the Actions menu. you can split the award by entering a value in the Award Quantity for each supplier. If you have removed any suppliers from the shortlist. For quantity-based line types. you see all the suppliers that responded to this line. You can choose to leave it unawarded. you cannot award more units than specified in the negotiation quantity.

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

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

4. On the Award Summary page. click the number link for the negotiation to see the details. o Create Order Negotiations for which the allocation process is in progress or for which the purchase order creation process has been initiated. 3. Page 135/209 . 2. Locate the negotiation whose business you have awarded (note that from the Negotiations Home page. select one of the following Status values and click Go. o Closed Negotiations which have been closed. 4. there is a triangular +/. you can do an advanced search looking for negotiations with a status of Award).icon in the Details column. 2.Oracle Sourcing Help To display the Award Summary page: To use the Award Summary page. 2. For each entry in the table. On the negotiation summary page. you can use the subtabs to toggle between the Supplier and the Line views. 3. To see prior award information: 1.11 Can I see information on my negotiations once I have completed awarding them? In many situations. These negotiations could be taken to a subsequent round of responding or could have their award process initiated. o Award Negotiations for which the award process is either still in progress (there are still outstanding items to be awarded) of completed (there are no outstanding items to be awarded). o Completed The award process is completed and a purchase order has been requested or a purchase order has not been requested. you must have closed the negotiation and made some award decisions. awarded and completed the negotiation. it can be helpful to review award decisions you have made in the past. select Award Summary from the Actions menu and click Go. Use the Search Negotiations fields at the top of the Negotiations Home page to perform an Advanced Search. Use this icon to show or hide the detail information for that entry. 1. On the Negotiations Search page. This information is stored and can be viewed even after you have closed. From the list of search results. Click the link in the Number column for the negotiation.

If Oracle Procurement Contracts is installed and licensed. Choose an Acceptance Level from the drop-down menu. you return to the negotiation summary page to complete the award process and generate a purchase order document. To generate a purchase order document: 1. you can use an Acceptance Level value of Document and Signature to perform contract binding. click the link to return to the negotiation summary page. If you have an approval procedure set up in Oracle Purchasing. 4. Click Submit. specify the start and end effective dates. 6. To complete the award process: 1. See What is contract binding? for more information. The Confirmation page informs you that the award is complete. you can choose whether or not to create a purchase order document. Page 136/209 .4. 3. click Submit if you wish to complete the award process. you can obtain information on the supplier to whom you awarded business. On the Create Purchase Order page. 2.Oracle Sourcing Help 2. 2. 5. 4. Select Complete Award from the Actions menu and click Go. so you may wish not to notify suppliers until a later date when the purchase document is fully approved). On the Confirmation page. click Initiate Approval to begin approval for this purchasing document. In you are creating a blanket purchasing agreement. On the award Confirmation page. You can also choose whether to immediately notify the winning suppliers of their awards (your purchase order document may need to go through an approval process. On the Complete Award page. On the Review and Submit Complete Award page. You can see you award information by clicking the link under the Details column (or by clicking "Show All Details"). 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). 3.12 How do I generate a purchase order document? Once you have saved your award decisions. 5.

you can award business to selected suppliers and subsequently initiate the purchase order/contract creation. When you are creating the purchase order document. or finding reusable invitation lists to apply when creating a negotiation. Document and Signature You and the supplier must sign the document to indicate acceptance.4. you are sent a notification requesting your acceptance as well. If you require acceptance. You can optionally indicate whether acceptance is required for the resulting purchase order document. Once both you and the supplier have accepted the purchase document.5. Searches are conducted using a search criteria and one of that criteria's search value.5 2. you can use the wild card (%) as necessary The search process varies depending on what you are searching for. use the search tips below. Once the negotiation is closed for responses. you can require that the supplier sign and accept the document. To save time and perform accurate searches. If the supplier accepts the document.13 What is contract binding? If Oracle Procurement Contracts is implemented. This option uses Workflow notifications to obtain signatures online. Suppliers can use iSupplier Portal to accept the document or can request that you enter acceptance on their behalf. 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. it is ready for execution. In most cases when specifying a search value. Page 137/209 . you have the choice of four levels: None No acceptance is required. Document Only Suppliers are required to accept the entire document. A notification is sent to the supplier requesting a signature to indicate acceptance after the purchase order is approved by any internal approvers.Oracle Sourcing Help 2. Document or Shipment Supplier can accept the document or individual lines. Some examples include searching for negotiations in which to participate. 2.1 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.

Note that the display shows only a limited number of negotiations. specify a search value and click Go. For some fields you select menu options. and task number. You can select one of two search methods: simple and advanced. To perform a simple search. 1. To perform an advanced search. item. style. click Advanced Search. or supplier. creator. You can use any combination of these search criteria to reduce the number of results you receive.1. you enter search values for multiple search fields. 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. All these negotiations can be viewed and accessed from the Your Negotiations at a Glance section of the Negotiations Home page. To see the complete list of negotiations you created.1. and click Go. A common task is monitoring and administering all these different negotiations.5. another open and being responded to.Oracle Sourcing Help 2. One may still be in its preview period. you may have several negotiations that are in different states. event. you can click the negotiation number link to go to the negotiation summary page to see details of the negotiation. 2. project number. There are several criteria you can use when performing a search to restrict the number of search results.5.2 Searching for all negotiations to which you have access: In addition to the negotiations you own. To perform a search. The Your Negotiations at a Glance display shows all negotiations you created in order of time left before their close date/time. These include number. You can click the responses link to go to the History page where you can see the details of any responses. supply a search value. Enter search values for as many search fields needed to qualify your search. click Full List. title. and a last closed and being awarded. For others you enter values. When using the advanced search. you select one of the criteria mentioned above from the drop down menu.1 Searching for your negotiations in which you are participating: At any point in time. status. From the Your Negotiations at a Glance display. select the type of search from the "Search Negotiations" menu. security level. These include those mentioned above as well as type. on the Negotiations Home page. When using the simple search method. item category. Page 138/209 . enter a value for the search criteria in the Search Negotiations fields at the top of the Negotiations Home page.

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

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

select the list and click the appropriate links or buttons to process the list if necessary and to apply it to your negotiation. click the link to apply a predefined list. Additionally. Click the flashlight icon next to the address field. Such lists include lists of item attributes or price elements. however.1. a search on b% returns both Beijing and Brussels.6 Searching for addresses: While creating negotiations. Enter as many search values as required to efficiently qualify your search. such as the percent sign (%).Oracle Sourcing Help 2. 2. a search on br% returns only Brussels. you can search using multiple criteria. If you do not know the beginning of the name. many attributes default according to the organization you select. The Search Results display shows all addresses that matched your search criteria. enter a search value in the Search field and click Go. you can search for all price element lists that contain a particular price element. You are returned to the negotiation creation page with your new address appearing in the address field.1. To search and apply a list: 1.7 Searching for lists When creating a negotiation. For example. The system performs a begins with search using any search values you entered. 2. On the Search and Select page. Page 141/209 . Find the correct address and click Select. there are many predefined lists which you can apply to your negotiation to save time and standardize your sourcing practices. In some cases. The search value can be an address name. 3. For example.5. you may need to change the default to a different address. Click Go. For each list. most lists allow you to search by the list name and/or words in the list description. For example. From the Search Results display. 3.5. use a wildcard. 2. you can search for all lists that contain a particular list entry. or the search wildcard. a search on %Boston might return North Boston as a billing address. On the negotiation creation page. %. This includes addresses such as Bill-To and Ship-To. To search for and select a different address: 1. a partial name.

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

As buyers and suppliers collaborate on procurement-related activities both price savings and efficiencies occur as a result of the increased amount of information flowing through the system. To run the Awards by Supplier report. Sourcing Buyer Intelligence Reports 4. If Current Price is not available.1. See "How do I export report data to a spreadsheet?" 4.2 What are the Sourcing Intelligence reports I can generate? You can generate any of the following Sourcing Intelligence reports: 4. You can view the reports online. For each supplier. Amounts do not include lines where award quantity and award amount are unspecified.type (bid or quote). Sourcing Intelligence promotes the increased efficiency by enabling visibility and analysis of system transactions. You can sort the report by clicking on the any of the underlined column headings. Page 143/209 . 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.2. View summary reports that allow additional details.1. Identify negotiation opportunities. Identify potential savings opportunities. savings is zero. the report shows the total amount generated by each sourcing transaction. You can use Sourcing Intelligence to: Track trends of purchases over time.Oracle Sourcing Help 4.1. Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity. as well as the total amount awarded to this supplier. see "How do I run the reports?" Notes: Note the following when generating and evaluating report information o o o Any report displaying calculated amounts does not include any RFI amounts.1 4.1 Introduction to Sourcing Intelligence What is Sourcing Intelligence? Sourcing Intelligence provides all the analytic and transactional reporting for your Sourcing application.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).

To run the Savings by Category report. with the category with the highest productive award appearing first. the report reflects only the system-hosted catalog item categories.1. you can generate a Savings by Item (Section 7. the report reflects only the system-hosted catalog item categories.1 "How do I run the reports?" Notes: Note the following when generating and evaluating report information: o o o o When entering a category search parameter.2. Section 4.1. Page 144/209 .Oracle Sourcing Help 4. select Standard Purchase Order. Once you have generated a Savings by Category report. see. 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.1) report for the items listed.1.2. Amounts do not include lines where award quantity and award amount are unspecified. Blanket Purchase Agreement.2. You can view the supporting awarded bid by clicking the Auction number or Bid number. savings is zero. The report is sorted by category. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. Amounts do not include lines where award quantity and award amount are unspedified.3. Any report displaying calculated amounts does not include any RFI amounts.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. To run the Awarded Bids Detail report. or All Outcomes. Note the following when generating and evaluating report information: When entering a category search parameter.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.1. 4.

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

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

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

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

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

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

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

or price breaks associated with it.1 “How do I access negotiations”).2.1. Click the negotiation number to access the Negotiation Summary page. This includes such information as the time the negotiation.1. detailed item information. (See Section 5. Submit your response (bid. Alternatively.4 How do I view the details of a negotiation before placing a response? 1. the response controls. or quote). use the Search Negotiations fields to access the Active Negotiations page.1. The Negotiation Summary page displays all the current information for this negotiation. Attachments can be viewed by clicking the paperclip icon. (See section 5. 2. 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. If the item has attributes. Monitor the action in the negotiation in which you are participating.1 “How do I monitor negotiations to which I've responded”). price elements. you can view information on the item attributes by clicking the "View" link under the Details column. 2. shipping and billing information. 3. pricing.6 “How do I submit a response online”).Oracle Sourcing Help Creating and managing sourcing events Updating profile information Viewing award decisions Updating profile information 5. Find a negotiation in which to participate (See Section 2. To respond to a negotiation you must: 1. The Notes and Attachments section displays any text messages from the buyer and any attached files.3 How do I respond to a negotiation? Suppliers can respond to public negotiations and private negotiations to which they have been invited. Under Open Invitations. 5.4. click the negotiation number to access the Negotiation Summary page for the negotiation in which you are interested. Page 152/209 .

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

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

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

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

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

click Return to Negotiations to return to the negotiation summary page.Oracle Sourcing Help 5. Once you have viewed all your attachments. The second attachment is the line attachment. the page displays the negotiation header information.1. Page 158/209 . click the negotiation number link under Your Company's Open Invitiations to view negotiations to which you have been invited. click that line's number link. on occasion the buyer may need to communicate or request additional information such as specialized requirements. you see any notes and attachments assigned by the buyer to the line. From the Negotiations Home page.8 How do I use item attributes and price elements when responding to a negotiation? When creating a new negotiation.7 How do I view the attachments associated with the negotiation to which I am responding? In addition to the typical negotiation information. The first attachment is the requisition header attachment. On the Line: page. To see the detail information for each line. By default. From this page you can continue placing a response. 5.1. 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. 3. 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 view the notes and attachments: 1. there will be two attachments for each line. Click the Lines subtab to see details of the negotiation lines. Click the negotiation number link to display the negotiation summary page. 2. Price elements identify additional costs associated with an item which need to be negotiated in addition to the item price. 4. search for an open negotiation by selecting a search criteria. Alternately. Notes and attachments can be assigned to the negotiation header or the negotiation lines. When you respond to a negotiation that includes item attributes and/or price elements. you can view these specific item details (if allowed by the buyer) and enter additional values to target your response. providing a search value and clicking Go. 5. The buyer can use the note text box for short communications or use attachments for larger amounts of information. a buyer can add item attributes and/or price elements to any item(s) in the negotiation.

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

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

2.12 What is power bid? Power bid allows you to expedite your rebidding when you have bid on several items in the same auction. However. The Cancel Proxy Bidding page shows all line items for which you have proxy bidding enabled. it can be allowed to run to conclusion. 5. Click Create Bid to create a new bid.11 How do I turn off proxy bidding? Proxy bidding allows a bidder to have the system automatically rebid whenever a competing bid is received. Cancelling proxy bidding In most cases. all of your bids (losing and winning) in an auction are improved by the percentage you enter in the Power Bid field. the bidder may wish to update the non-price related information to improve the price to total score ratio. continue entering your new bid information (including new proxy specifications if desired). once proxy bidding has been initiated. proxy bidding in suspended. this happens when the bidder needs to update bid information. Select the items for which you wish to disable proxy bidding. click Create Bid. When the Rebid page appears. you can monitor its progress by locating the negotiation number under Your Active and Draft Responses section of the Negotiations Home page. In both these cases. To continue placing a new bid. Power bidding cannot be used if any of the auction items contain price elements. At this point. To view the details of your current bid.Oracle Sourcing Help 5. On the Rebid page. 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. click the Response number link. there may be certain instances in which the bidder needs to end proxy bidding early. Or in a multiattribute weighted negotiation. the promise date offered by the bidder may need to be updated due to unforeseen situations at the time the proxy was begun. click Cancel Proxy at the bottom of the page. Page 161/209 .1.1. For example. 1. Once you have placed a bid using proxy bidding. 3. When you use power bid. The Cancel Proxy Bidding page redisplays without the line item(s) for which you just disabled proxy bidding (you can choose to retain proxy bidding on some line items but not others) 4. Once enabled. To cancel proxy bidding. Usually. and click Cancel All Proxies. the system will continue to rebid at lower prices until the bidder's minimum bid price is reached.

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

Click Submit. On the Rebid/Requote page. click Submit. click Create Quote/Bid. The system will validate the response information you entered in your spreadsheet. The Multi-Round Modifications Summary page shows you negotiation information that has been updated since the previous round.1. On the negotiation Details page. You respond to a second-round negotiation the same way as to the initial negotiation. your prior response is carried over to the new round. notifications are sent to the original and any newly added participants. If the item is unchanged from the previous round. check your response information. Once you have displayed the new negotiation. 4.15 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. If the buyer has updated an item for the new round. After you have analyzed the updated negotiation information. 9. 5. or the buyer may decide to change negotiation criteria such as terms and conditions. 2. Browse to the location where you saved your spreadsheet file. you can easily identify the updated information by clicking View New Round Summary. or the invitation lists. The Bid Confirmation/Quote Confirmation page displays your bid number. you can respond with your new Quote/Bid. Quote/Bid controls. After you have located the negotiation in which you wish to participate. If you need to make changes. Access the negotiation on which you wish to rebid. If the negotiation is an RFQ. 3. 8. If correct. Click the response link to access the Details page. 5. the initial round might have been simply for information gathering purposes. you can continue placing your re Page 163/209 . There are several reasons why this might happen.Oracle Sourcing Help 7. Once the buyer has published the updated RFQ/Auction. you will need to respond to that item again. Click Import. On the Review Quote/Bid page. use your Back button.1.14 How do I rebid on an RFQ or auction? 1. enter your new bid information and click Continue. Verify the details of your quote or bid.

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

The amended versions are suffixed with an incrementing counter. The negotiation summary page shows the original version of the negotiation.1. 7. The currently active version has the highest number and is the first entry in the table. Deliverables are part of the contract terms the buyer may have defined and are typically additional pieces of documentation that must be provided by the supplier. The Amendment History page has entries for the original negotiation and any subsequently amended versions. If there is an exclamation point icon in the Alert column. Review the information. Click "View Amendment History" to see the changes made to the original negotiation. On the Acknowledge Amendment page. To be considered for an award decision. you must acknowledge that you have viewed the amendment and placed a new response. 1. which you must review and acknowledge. and you must respond to these deliverables before their dates expire. Once you have completed the tasks outlined in the deliverable. You use the Create Response page to enter your response to the buyer's negotiation. 4. 2. You can toggle between the current version and its prior version using the buttons. Once you have acknowledged all the amendments. You are presented any additional amendments. Contract terms are displayed in the Contract Terms section of the page. Each deliverable has a due date. they will be listed in the Deliverables section. 8. 6. and then click the checkbox acknowledging you have reviewed the amendment.18 How do I respond to a deliverable defined to a negotiation? Deliverables are additional requirements a buyer may request of a supplier over the course of a negotiation. If there are deliverables.Oracle Sourcing Help 2. 3. Click the Update icon. Click Acknowledge Amendment. the due date for completion of that deliverable has passed and that deliverable is late. Click the negotiation number link to view the original negotiation and its updates. If Oracle Procurement Contracts is implemented by the buying organization. Click Acknowledge. 9. Click the suffixed number links to see the different versions of the sourcing document. 5. you can place a new response on the negotiation. If there is an X icon in the Alert column. This includes responses to any contract terms the buyer has defined. there may be deliverables to which you must respond. you respond to the deliverable and update its status. or click the Review Changes icon to see what information changed between a version and its prior version. Page 165/209 . 5. you are presented the first amendment. the responsible party failed to perform the deliverable. The Review Changes page identifies the information that has changed.

Oracle Sourcing Help

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

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

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

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

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

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

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

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

5.2.3

How do I track the status of my responses?

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

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

5.2.4

What information is contained on the Disqualified Responses page?

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

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5.2.5

What information is contained on the Awarded Items page?

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

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Negotiation Number The number assigned the negotiation by the system. The Rejected Items page shows: Response Number The number assigned to your response by the system.7 How do buyers and suppliers communicate while a negotiation is in progress? There may be times when buyers and suppliers need to contact each other directly for additional information or clarification. The Rejected Items page allows you to drill down into detailed information about the negotiation and your response to it.| Type The type of negotiation: RFQ. Response Price The price at which you offered to sell the item. Your Response Number The number you assigned your response. Response Quantity The number of item units you offered to sell the buyer. or Buyer's Auction Item Description Description of the negotiation 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. Reason Any message provided by the buyer explaining why the item was not awarded.Oracle Sourcing Help 5. Page 170/209 . 5. if any. Once a negotiation has been published.2.2. participants can communicate with each other by entering into an ongoing conversation called an online discussion. Promise Date The date by which you promised to deliver the item.

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

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

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

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

You are presented any additional 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. there may be deliverables to which you must respond. 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. Click "View Amendment History" to see the changes made to the original negotiation.Oracle Sourcing Help To respond to a negotiation that was amended after your first response: 1. The currently active version has the highest number and is the first entry in the table. You can toggle between the current version and its prior version using the buttons. 8. To be considered for an award decision.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. The Review Changes page identifies the information that has changed. Once you have acknowledged all the amendments. Page 175/209 . Click the negotiation number link to view the original negotiation and its updates. Review the information. you must acknowledge that you have viewed the amendment and placed a new response 7. you are presented the first amendment. Click Acknowledge Amendment. and then click the checkbox acknowledging you have reviewed the amendment. The negotiation summary page shows the original version of the negotiation. which you must review and acknowledge.2. 9. You use the Create Response page to enter your response to the buyer's negotiation. 4. 3. you can place a new response on the negotiation. 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. If you placed a response before the amendment was made. 6. 5. This includes responses to any contract terms the buyer has defined. On the Acknowledge Amendment page. Click Acknowledge. Contract terms are displayed in the Contract Terms section of the page. 2. 5. The Amendment History page has entries for the original negotiation and any subsequently amended versions.

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

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

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

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

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

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

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

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

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

% of Item Price The value is divided by 100. the precision for amounts is automatically governed by the standards defined by the ISO (International Organization for Standardization). The ISO standards are used automatically by Sourcing. Proxy Bid By activating proxy bid in an auction. The price to total score ratio is then used to rank competing quotes/bids. 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. and the result added to the item price. For more information see. 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 . 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. While you can set the precision for unit-prices entered in a nonRFx/Auction currency when you define your currency list. Whenever your bid price is higher than a competing bid price. Page 189/209 . The proxy bid decrement amount applies to all items on which you submit proxy bids in a single auction. Fixed Amount The value is divided by the quantity of units Quote/Bidd and added to the item price. You cannot change your decrement amount after you submit it.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. you allow the system to automatically rebid on your behalf whenever a competing bid price beats your bid 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. the system will continue to automatically rebid (by the proxy bid increment/decrement amount you specify) until your proxy minimum bid price is met.

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

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

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

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

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

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

Page 196/209 . Amounts do not include lines where award quantity and award amount are unspedified.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.Oracle Sourcing Help 7.1. Appendix 7. For each supplier.1 What are the Awards by Supplier report? The Awards by Supplier report displays a summary of all awards made by the buyer to supplier(s). Inc. the report shows the total amount generated by each sourcing transaction. You can sort the report by clicking on the any of the underlined column headings To run the Awards by Supplier report. If Current Price is not available.1. 7.type (bid or quote).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. as well as the total amount awarded to this supplier. savings is zero. Copyright 2000 Three D Graphics. Inc.3. see Section 4.

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

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. select Standard Purchase Order. the report reflects only the system-hosted catalog item categories.Oracle Sourcing Help 7. On the Reusable Attribute Lists page. Note the following when generating and evaluating report information: o o o o When entering a category search parameter. see "How do I run the reports?" Note: For the Auction Outcome report parameter. Amounts do not include lines where award quantity and award amount are unspedified. 7.1 How do I create an attribute list? You can create attribute lists to include in your sourcing document templates or to use when creating new negotiations. the 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). To run the Awarded Quotes report. 2. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity.2. If you include an attribute list in a negotiation template. Attribute lists are named groups of line attributes (line characteristics) that applies to a line in a negotiation. To create an attribute list: 1.1. Page 198/209 . click either Create Header Attribute List or Create Line Attribute List . savings is zero. Any report displaying calculated amounts do not include any RFI amounts. enter a name and description of your list and select a status. Active lists are available for use by buyers during negotiation creation. On the Create Header Atttribute List/Create Line Attribute List page. 3. Buyer cannot create inactive lists .2 Reusable Attribute Lists 7. You can view individual quote details by clicking the quote number. Click "Attribute" under the Reusable Lists area of Quick Links on the Negotiations Home page . Blanket Purchase Agreement. or All Outcomes.

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

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

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

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

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

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

Clauses are drafted based on both business and statutory requirements. Apply the contract template to a business document. 7. Add the clauses to a contract template.9.1 About Clauses A standard clause is the legal or business language used to author a contract. Approve the contract template. A contract template can consist of: o o o Clauses Variables Deliverables Note: The Deliverables functionality is currently supported only on contract templates with the Buy intent. Non-Standard Clauses Non-standard clauses exist only in business documents. the contract template can contain both approved and draft clauses.Oracle Sourcing Help 7. In order to make standard clauses available to be used in business documents. Page 205/209 . 2. Standard Clauses A standard clause is a clause defined in the Library (See Appendix 7. Prior to approval. the text of a standard clause in the business document can be changed. You can either approve clauses before adding them to the contract template. Unless protected. 3. You can create templates that include both clauses and deliverables. at which point the clause becomes a non-standard clause. all the clauses in the contract template automatically become standard clauses in the business document. These templates can then be used to default clauses and deliverables on a contract.9 About Contract Templates Oracle Contracts enables you to define a standard set of templates to easily default terms and conditions for contracts authored by your organization.9. You can create and modify standard clauses in the Library.2 “About the Contract Terms Library”). not in contract templates. A non-standard clause is a clause that you create to add in directly into the business document. After you apply the contract template to a business document. or a standard clause that you edit and make non-standard. you must perform the following steps: 1. or you can leave the clauses in draft form.

and supplier name. These rules can be applied on a business document to bring in additional clauses based on the information in the business document. 7.9. Templates provide a framework for rapid assembly and creation of contracts. Another key feature of the Library is the ability to establish global standards and enforce these standards enterprise-wise. Page 206/209 . customer name. and Contract Expert rules that can be used to create contracts across the enterprise. 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.1 About the Contract Terms Library The Contract Terms Library is the central library of all pre-approved clauses. During authoring.1. System variables are also available to be used in defining Contract Expert rules. In addition to standard clauses and contract templates.Oracle Sourcing Help 7. Note: The Contract Terms Library is generally referred to as the Library. and variables. these tokens will be substituted with values from the business document. the Library supports the creation and maintenance of a library of folders. These capabilities provide the foundation for contract process standardization and control across the enterprise.2 About Variables Oracle Contracts supports the use of business variables (tokens) in clause text. 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. This section also includes the following topics: o o Variable Identification Value Sets for Variables System-Defined Variables These represent contract document attributes such as payment terms. Clauses can be grouped into sections and stored as reusable contract templates to codify best practices.9. You can use the Contract Expert feature of Oracle Contracts to create rules that represent the business policies of the organization. The Library gives the legal department and business organizations a powerful tool to create reusable clauses. which will be automatically substituted with values when the clause is used in a contract. contract templates. sections. Organizations can manage clauses and templates centrally in a global organization.

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

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

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

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