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

..........3......... 107 2......1............ 105 2........... and how do I use them?.. 117 Page 5/209 2......................... and how do I use them?.........................5 How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line?..................... 107 2......................... 105 2.....................3...........................................................4 Additional Creation Topics ......................... 108 2...8 What are price breaks..........1 How do I create a deliverable and use it in a negotiation document?......2 What kind of services can I negotiate for?......2............3..........................4...................12 How do security levels work? .................4.............. 110 2....................4............ 97 2......5 2.. and how do I use them in my negotiation?..... 116 2.........................13 What is shortlisting and how do I use it? ..........3.............10 Can I invite additional suppliers to a negotiation I've already created? ........ 84 2......................................................3............. 92 2.........................1...... 115 2....... 88 2. 106 2.................................................................................................... 112 2.......2.............7 How do I analyze the responses I have received?.3.... 102 2.....1...................4.........4 What are contract terms and conditions..........3.......4 Can I create and save sourcing documents without submitting them? .1.....................................................3............. 96 2........4.................................................. and how do I create and use them? ........................3......13 What are global agreements.......................4..8 How do I view the backing information for lines AutoCreated from Oracle Purchasing?.6 How do I copy a sourcing document?..........................10 How do collaboration teams work? ............. 88 2.................. 104 2.....................................................................3........................ 86 2.4. 99 2.................................7 What are contract terms and conditions....... 100 2..3................1.................3 Are there any shortcuts available when creating a sourcing document? .................3 Monitoring Negotiations......12 How do I change my auction's AutoExtend settings while the auction is in progress?..................4..................... 106 2.......................1.1.............................1.......3... 103 2..... 98 2...........................1................ and how do I use them in my negotiation?.........2.................................3 How do I define services related lines?........... 98 2............ 95 2............3....2 What is a sourcing event? ................ and how are they used? ......1..........................................1......6 ........................ 102 2....................1 What are some negotiations strategies I can use? ... 84 What are Reusable Price Element Lists.........................14 How do I initiate a new round of responding?....................Oracle Sourcing Help How do I use price elements? ...3....1....2..................................... 100 2.....1 How do I access negotiations? ..................4 What are Your Negotiations at a Glance?... and how do I use them?.11 How do I extend a negotiation that is in progress? ....3 How do I respond on behalf of suppliers without Internet access?...4.........7 What are price breaks..4................... 109 2................................... 91 2....4...................3............ 114 2..........4.......3......................1. 96 2...2 How do I monitor the negotiations I have created? ......1...................................................4............5 How do I create a deliverable and use it in a negotiation document?.............2 Using Oracle Services Procurement and Oracle Procurement Contracts..............................1.... 103 2........... 93 2..............................................................................................1.......11 Who can participate as team members? ......................................1.6 How do I download the responses I have received? ........9 What are amount based line types.................3............... 114 2..............9 How do buyers and suppliers communicate while a negotiation is in progress? ................

...........................................................................................................5 Searching............................. 148 Page 6/209 2................17 How do I create an amendment to a negotiation? ....................3. 120 2........................................................................ 137 2........................15 ..................................4 Awarded Quotes report ..................................... 133 2............... 130 2................................................. 137 2........... RFQ............................................... 147 4...........1 How do I search for information on Oracle Sourcing? .................4................4...11 Can I see information on my negotiations once I have completed awarding them? ........1................. 145 4......7 How do I use a spreadsheet to award negotiation items?............. 131 2.5 Searching for lines and categories.4..............................3...... 143 4... 136 2.......................................6 Searching for addresses:.....................................................1..........................................2...................16 How do I cancel a negotiation?....................... Sourcing Buyer Intelligence Reports...4..4... 122 2. 133 2.......4 Searching for suppliers:........ 143 4...2 What are the Sourcing Intelligence reports I can generate?.4...1................... 128 2....2....................1.....12 How do I generate a purchase order document? .........2......3...3. 143 4.2..................4...........19 How do I view the approval history for my negotiation? ........5... 139 2.......... 137 2................... 120 2............. 147 4................4 How do I award business in an RFQ or auction?................................ 142 4........................ 127 2........3... 129 2.................. 138 2.......................................3 How do I export data to a spreadsheet? .........18 How do I print information on my negotiation? ............. 141 2.1.......5..........10 What information is contained on the Award Summary page? ..............5.1 How do I update my Sourcing personal options? .1..........7 Searching for lists.....2...1 How do I run reports? ...............................1.....5....................2 How do I unlock and unseal a sealed RFQ or auction? ......................3........1............3 Awarded Bids Detail report ..4.........................2 Searching for all negotiations to which you have access:............... 139 2....................................................................................1.......... 143 4.......... 124 2............................. 143 4......................... 141 3..9 How do I disqualify responses I receive for an RFI..................................................................................................1............................................. 121 2............................................... 144 4................13 What is contract binding?..1..............4.........5 How do I download the responses I have received? ...............................1.............................. 140 2.......1................1 What is the Awards by Supplier report? ....1.. 145 What is the Awarded Quotes report? ...1..............1 What is Sourcing Intelligence? .............3.............Oracle Sourcing Help How do I close a negotiation before its scheduled close date and time?............1 Awards by Supplier report ........ 124 2....4...............3 What are the different methods I can use when performing awards? . 123 2............. 120 2..........2 Intelligence Reports ............... 135 2...................... 124 2......5......................4 Awarding Negotiations .4....................1 Introduction to Sourcing Intelligence..................2 What is the Savings by Category report?.............................................1 Searching for your negotiations in which you are participating: ........ 142 3............2 Savings by Category report..........................5.................... 147 4......................................................5.....1 How do I view the responses I have received? ....... 124 2... 145 4..........20 How do I manage deliverables I have assigned to a negotiation?...................... 138 2.................4..........................2...........................4...........................5.....6 How do I manually score header attributes? ................ 144 What is the Awarded Bids Detail report? ........8 How do I allocate backing requisitions among awarded items? .............. 144 4................. or auction? .............................................................. My Profile .....3 Searching for draft negotiations .

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

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

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

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

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

7 “Can I accept responses in multiple currencies”) Multiple Language support Notes and Attachments (See Chapter 6.16 “Why would a negotiation have special terms and conditions?”) RFIs Oracle Sourcing allows buyers to qualify a wide group of suppliers and their products and services using RFIs. and buyer's auctions.1. Page 12/209 . who might never meet face-to-face.1. enabling them to efficiently obtain the best possible prices for goods and services.1 “How do I create an attribute list?”) Reusable Invitation Lists (See Section 2. “How do I create and edit negotiation templates?”) and Copy features (See Section 2.1.1.4. and item-specific attributes. requests for information (RFIs). and then use that information to create negotiations that drive prices based not only on price.Oracle Sourcing Help 1. The four different types of sourcing documents available .1.1 Frequently Asked Questions: Oracle Sourcing 1. Common Functionality All sourcing document types have the following common functionality to simplify the negotiation creation process: Reusable Attribute Lists (See Appendix 7.2. can bypass intermediaries and establish relationships that might not have been possible using more traditional methods of buying and selling.6 “How do I copy a sourcing document”) Multiple Currency support (See Section 2. quantity.1.1. Prices are established based on actual supply and demand at the time the negotiation is transacted.1 What is Oracle Sourcing? Oracle Sourcing offers flexible negotiation capabilities to buyers and sellers.2.2.3. Buyers and sellers.2 “Glossary”) Terms and Conditions enforcement (See Section 5.4 “How do I create and edit a reusable invitation list”) Sourcing Template (See Section 2.2 Getting Started with Oracle Sourcing 1.requests for quotations (RFQs). Buyers can use the information obtained to subsequently conduct an RFQ or buyer's auction. Buyers use real-time interaction to obtain information on suppliers' products and services. but on lead times.2.2.

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

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 .

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

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

1.1. Convert to negotiation document (See Section 2.4.8) Extend/Early Close (See AutoExtend (See Section Section 2.11) an RFQ or close an RFQ earlier Early Close (See Section than the 2.4.2.11) Buyers can Manual Extend (See manually extend Section 2.15) Buyers can manually extend an RFI or close an RFI earlier than the scheduled close date.8) 5. Manual Extend/Early Close (See Sections 2.1. Decrement/Increment (See Section 2.1.1. The details of the document such as the controls. and invitation list are copied into a new document which you can edit if necessary.8) RFIs use item attributes to solicit item information from suppliers.11) Price Breaks (See Section Price Breaks (See Section 2.7) 2. Page 17/209 .11/2. Multiple If allowed by bidders may multiple bids.1.1.7) 1. Multiple Quotes The RFQ business process allows suppliers to submit a single quote per round. have previously created. or any other users in your organization.4.Oracle Sourcing Help Attribute Based Bidding (See Section 5.8) Price Elements (See Manual Section 5.4.10) Bidding (See Power Bidding (See Section 5.10) Price Elements Attribute Based Bidding (See Section (See Section 5.4.3 What time saving functions are available to me when creating negotiations? There are many ways you can streamline the creation of sourcing documents: Copying an existing document You can copy documents that you.1.4.1. submit Other Proxy Bidding (See Attribute Based Section 5.1.1.2) Information obtained during the RFI can be used to create a new negotiation document. Bids buyer. item information.15) scheduled close Minimum Bid date. terms and conditions.11) 2.3.1.3.8) Section 5.1.1.

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

" Alternatively. Item attributes and their responses comprise the heart of the RFI process.Oracle Sourcing Help 1. you see the Confirmation page. you can click "Manage Draft Negotiations" to access the Manage Draft Negotiations page. these attributes can be either required.1. you can click "Continue editing your draft. 1.1. When creating an RFI.2. quantity. optional. 1.6 What is attribute based negotiation and how can I use it? Attribute based negotiations enable buyers to define multiple item-specific characteristics. How do I continue working on it? You can continue working on a document saved as a draft by After clicking Save Draft. called item attributes.2. these lists are shared across all document types and can be accessed by the buyer as required. The document is released when Page 19/209 . Suppliers reply to the item attribute. in essence "answering" the buyer's question. 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. buyers define attributes for negotiation items. From this page. that allow bidders/suppliers not only to respond to the price. Depending on the setting chosen during the negotiation creation. Buyers can efficiently create and award RFQs and auctions while suppliers can also use this functionality to assist in bidding in auctions or submitting quotes for RFQs. 1.8 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. but also to other features salient to each item.1. 1. These attributes represent important aspects of the item for which the buyers need information from their suppliers.2. ensuring that only one user can work on a draft at any time.1.7 I just saved a negotiation as a draft document.5 Are reusable invitation lists and reusable attribute lists shared across all three negotiation types? Yes.2.2. You are granted exclusive control until you release it.1.4 Who can utilize the spreadsheet functionality? Both buyers and suppliers can utilize the spreadsheet functionality to save time when creating or Quoting/Bidding on multi-line item negotiations. From this page you can access and edit any of your draft negotiations. or display only. and delivery.

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. However. 1. (Users with the appropriate function security.2.2. Each has its own benefits: Page 20/209 . 1.1. If you wish to create a draft for a new round.2. can unlock draft auctions/RFQ which were locked by other users. you are not required to enter any information. 1. It is removed from the system. Negotiations lines entered directly in Oracle Sourcing can include item numbers and item revisions if the item information was retrieved from the Item Master.2. The system automatically updates the status of the previous round to Closed. You submit it (the draft becomes a valid negotiation in the system). (The original creator can always unlock a draft.) Another user removes the lock. The draft creator selects the draft and clicks Unlock on the Manage Draft Negotiations page.1. You can save an negotiation as a draft as soon as you get to Step 2. You delete it from the Manage Draft Negotiations page. Negotiations with Round Completed are not available for awarding.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. can I award business to quotes/bids from the previous round? Once you save a new round of Quoting/Bidding.) 1. making it available for award. What are the differences? You can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing. such as the Sourcing Super User. the system automatically updates the status of the previous round to Round Completed. you can delete the draft for the new round from the Manage Draft Negotiations page. The information from the previous round is enough to save a draft.10 If I have saved a draft of a new Quoting/Bidding round.12 I know I can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing.1.Oracle Sourcing Help You save it.

1. The higher the weight.Oracle Sourcing Help RFQs/auctions in Oracle Sourcing Real time bidding. Page 21/209 . the more important the attribute to the item. or need-by date. Weights and scores can be assigned to the custom attributes. 1.2. quantity. The higher the score. monitoring analysis and RFQs/auctions in Oracle Purchasing Integrated with the item master RFQs can be created by copying from blanket agreements Online Quoting/Bidding possible Spreadsheet Quoting/Bidding possible Suppliers can quote using EDI Buyers and suppliers can negotiate on Buyers and suppliers can create price price elements. the system calculates a weighted score for each attribute response and a Total Score for the item.2. Scores are numbers between zero and 100 and are assigned to each possible attribute value or range of values. 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. It then ranks the scores for the same item from different respondents based on a Price to Total Score ratio. the more desirable the attribute value or range of values.13 What happens if I cancel a negotiation having backing requisitions in Oracle Purchasing? As soon as you cancel a negotiation with backing requisitions. As responses are received. breaks. The goal of scoring is to motivate a respondent to respond with quotes/bids most closely matching the desired attribute values.14 What is Multi-Attribute Weighted Scoring and how does it work? Multi-Attribute Weighted Scoring is the ability for a buyer to use customizable attributes to define a product or service in a quantifiable manner. 1. Custom attributes having weights and scores are called weighted attributes and require a response. the requisitions become available again to AutoCreate in Oracle Purchasing. 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. Scores represent the desirability of that attribute value or range of values compared to other values. The old Sourcing negotiation number remains on the requisition line until a buyer creates a new negotiation using the requisition.1.

The winning response is decided based on the buyer's definitions of the relative importance of item attributes.17 Can I accept multiple currencies in my negotiation? Yes. the negotiation currency defaults to the functional currency defined for your operating unit.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. suppliers can quote/bid on price. you can invite these users Page 22/209 . Though suppliers in a multi-currency negotiation can submit responses in several currencies. the system will automatically convert the responses to the negotiation currency. 1. they are allowed to respond in only one currency per response.1. When you create a new negotiation. delivery dates and attributes of an item. it offers the best value for the money. In a Multi-Attribute Weighted Scoring negotiation. However. item attributes can be scored and weighted. The buyer can still award the item regardless of the ratio.2. The lowest ratio among competing responses may not offer the lowest price. 1. 1.2. The lowest ratio receives the highest rank. reflected in the Price to Total Score ratio. the buyer can still award the negotiation to any supplier regardless of the Price to Total Score ratio values. Whenever you view the responses you have received. A buyer can view bids plotted on a Price to Total Score graph to assist in analysis of quotes/bids. quantity. 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. you can allow bids or quotes in currencies other than the negotiation currency.1.2.1. To lower the ratio for an item included in a bid. 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.1.16 What is the difference between Price-Only and Multi-Attribute Weighted Scoring RFQs/auctions? In a price-only negotiation.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. the system ranks the supplier only on the basis of price. In other words.2.Oracle Sourcing Help 1. but it offers the lowest price per point of score. however.

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

Event Recipient Purpose To inform them that the negotiation is open for previewing or bidding To invite them to acknowledge intent. Select the applications to which the user will have access. On the Register an External User page. 1.2.1. 1. enter the required information. acknowledge intent. 1.2. and participate To inform them about the newly updated close time To inform about the extended close date/time newly Early close of an All invitees and suppliers RFQ or auction Extend close date/time of an All invitees and suppliers RFQ or auction Page 24/209 .Oracle Sourcing Help To register a user yourself: Anyone with the Sourcing Super User authorization. From the Portal page.20 What is the purpose of notifications? Who receives them and when? Notifications are used to communicate specific events to users. can directly register and approve users. Invitations are automatically sent to each supplier. a buyer with the appropriate authorization can add the company to your Supplier Master).1. click "Register a Supplier User." 2.19 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. Click Register. You receive a confirmation that the new user has been registered. Search for and select the supplier company name by using the flashlight icon (if the supplier company information does not exist within the system. 3. 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.

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

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. 1.1. you can respond to negotiations created by your company's affiliates. you can download a spreadsheet which you can complete offline to specify your response information. if they are added after the original reminder time. Page 26/209 . Such acknowledgments are intended to enhance communication between buyers and suppliers and inform buyers of the potential participation.22 Do suppliers need to acknowledge their intent to participate before submitting responses? Suppliers are encouraged to acknowledge their participation intention after they receive the invitation email.1. you can upload it to enter your responses into the system to. however. canceled or deleted before the reminder time. they receive it at the original reminder time. Once you have completed this spreadsheet. 1.23 Can I respond to a negotiation created by someone in my company? No. If additional companies are added before the original reminder time.2. However. The new round of negotiation is now treated as a regular new negotiation and invited companies in the new round should acknowledge their intent to participate again. these new invitees receive reminders at the original time.2. then invitees do not receive any reminder. Otherwise.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. It is not mandatory to acknowledge your intent before submitting responses. then invitees do not receive a reminder. 1.1. they do not receive reminders. the reminder is not sent. If the buyer starts another round of negotiation before the reminder time. Bulk loading is also useful if you respond in similar negotiations that occur repeatedly.2. You cannot respond to any negotiation that your company owns. If the negotiation is closed.

For a Note field. As the system administrator.2. This displays all purchase orders for a particular negotiation.Oracle Sourcing Help 1.26 How many characters can be entered into the Item Description and the Note fields? For an Item Description field. you can enter a maximum of 240 characters. You can also search Oracle Purchasing by entering the original requisition information.2.28 How can I check which purchase orders were created after completing my RFQ/auction? There are various ways to check which purchase orders were created." Select the indicator and specify whether users can override your selection. and then click "Negotiations Configuration.2. 1. select Award Summary from the Action menu and click Go. you can require a particular indicator be used for all negotiations. click the response number link to view the information on that response including the corresponding purchase order created for that response. for example. you can enter a maximum of 2000 characters. Any user assigned the appropriate job function can add suppliers to an RFQ or auction any time before the close date and time.2.25 Can I invite additional suppliers to an RFQ or auction I've already created? Yes.1.1. which includes the purchase order numbers along with other information. 1. You can check your Notifications for the Purchase Order Creation Notification.1. In Oracle Sourcing. On the Award Summary page.27 Can the system administrator require buyers to use a certain rank indicator? Yes. 1.1. You can search for the purchase orders in Oracle Purchasing by entering the negotiation data. access the negotiation whose associated purchase orders you wish to see by entering the negotiation number into the Search Negotiations fields. the negotiation number. Page 27/209 . On the Negotiations Summary page. Click the Administration tab.

Buyers initiate RFQs that may include multiple line items by publishing the RFQ and inviting suppliers.2. The RFQ process usually lasts days or weeks through multiple rounds of negotiations. 4. 3. RFQ Capabilities RFQ templates (See Section 2. RFQ creation (See Section 2.4 “How do I award business in an RFQ or auction”).Suppliers view the RFQ details and submit their quotes online. Reusable invitation lists (See Section 2.5. suppliers are immediately notified of the results via online notifications.1. Reusable attribute lists (See Appendix 7.3 “How do I respond to a negotiation”).4. RFQs typically consist of multiple rounds with competition focused on whether supplier(s) can meet the specific requirements.3. Steps in the RFQ process include: 1. Once the RFQ is completed.4 “How do I create and edit a reusable invitation list”).3 “How do I create and edit negotiation templates”).1. Once suppliers have submitted an initial round of quotes. RFQ modification or awarding (See Section 2.1.2 Getting Started with RFQs RFQs support the full business process to solicit quotes from suppliers.Oracle Sourcing Help 1. RFQ is typically used for complex items or services such as made-to-order manufacturing items or construction projects.1 “How do I create an attribute list”). Suppliers cannot view competing quotes while the negotiation is in progress.1. RFQs enable buyers to collect quotes from suppliers for complex and hard-to-define items or services.5 “How do I use price elements”).2. Page 28/209 . Buyers analyze the quotes and either award the RFQs or modify the RFQs and open them for another round of quoting. Price elements (See Section 2.1 “How do I create a new negotiation”). buyers can review quotes and award the RFQ or submit a modified RFQ for another round of quoting. 2. RFQ monitoring (See Section 2.1. RFQs supports both blind and sealed RFQs.2.Buyers can monitor real-time quote activity and take appropriate action.1. Quote preparation and submission (See Section 5. The suppliers' responses to the RFQ allow the buyer to compare quotes and negotiate the best price and specifications for the good or service.2 “How do I monitor the negotiations I have created”).2.

8 “How do I use item attributes and price elements when responding to a negotiation”). Manual extend (See Section 2.4.16 “How do I cancel a negotiation”)and Disqualifying quotes (2. RFQ.13 “How do I download a spreadsheet and respond offline”).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. Capture Total Cost (See Appendix 7. Monitoring quote activity in real-time (See Section 2. Sourcing Events (See Appendix 7.16 “Why would a negotiation have special terms and conditions”) Quoting online (See Section 5.7 “What are price breaks.6 “How do I submit a response online”) and offline (spreadsheet quoting).2 “Glossary”).9 “How do I disqualify responses I receive for an RFI. (See Section 2.4.7 “What are reusable price elements and how do I create them”).11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2.5. Graphic RFQ monitor (See Appendix 7.1.5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”).Oracle Sourcing Help Price breaks (See Section 2.1. Multi-round quoting (See Section 2.4.5. Multiple RFQ styles: blind or sealed (See Section 6. Online or offline awarding capability (spreadsheet awarding). Real-time status updates Notes and attachments (See Section 6.2 “Glossary”).1. and how do I use them”).15 “How do I close a negotiation before its scheduled close date and time”).1. Terms and Conditions enforcement (See Section 5. Page 29/209 . Quote comparison (See Section 2.6 “Why are some RFQs and auctions associated with a sourcing event”). Canceling RFQs (See Section 2. Integration with Oracle Purchasing (See Section 2.4.2 “How do I monitor the negotiations I have created”).1.4.14 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”).4 “How do I award business in an RFQ or auction”). (5.14 “How do I initiate a new round of responding”). or auction”).4.3.1.

2. 1. The Unseal Date is the date when the buyer unseals the unlocked RFQ allowing the suppliers to view the quotes as well. Suppliers can choose the Quote currency in which they will place their quotes. you can submit multiple quotes within the same round.3 Frequently Asked Questions: RFQs 1. 1. This allows you to create your multi-line RFQ quickly. but you must enter the weights and scores for an item's scored attributes online. In a Multi-Attribute Weighted Scoring RFQ.Oracle Sourcing Help 1. The system validates the data.2 Can I submit multiple quotes per round? If allowed by the quote controls.3. An RFQ buyer can setup an RFQ to accept quotes in multiple currencies by selecting the RFQ currency and then identifying any Quote currencies in which quotes will be accepted.1 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.3.3. Page 30/209 . It is the RFQ buyer's reference and review currency.3.2. You can contact the buyer who created the RFQ and ask to have your quote disqualified.2. but quote disqualification is at the discretion of the buyer. 1.4 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.2. you can upload items using a spreadsheet. 1.3 Can I cancel or retract my quote? No. You can prepare your list of RFQ items offline and upload the completed spreadsheet.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.2.3.2. Quote Currencies Additional currencies in which quotes will be accepted. ensuring the integrity of the submitted RFQ items. Quotes are converted to the RFQ currency for quote review.

spreadsheet items are validated to ensure the integrity of the submitted quote.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. 1.2. Page 31/209 .9 Is an RFQ always blind or sealed and why? An RFQ is always either blind or sealed. completing multiple item attributes. 1.3.3. During the upload. When Promise Date is an optional response. In all other cases. and why would I enter one? In an RFQ whose outcome is a standard purchase order. Once the supplier has provided you the email address. This is one of the feature of RFQs and mirrors the general off-line behavior of this negotiation model. In an RFQ whose outcome is a blanket purchase agreement. You can invite suppliers by selecting them from the supplier master list. Suppliers complete the quoting process by uploading the spread sheet back to the system.2.3.8 What is the Promise Date.2.11 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. 1.6 What is the most efficient way to quote on many line items in an RFQ? If an RFQ consists of many line items.Oracle Sourcing Help 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 the address in the Additional Contact Email field during negotiation creation. you can enter a Promise Date to differentiate your response from other competing responses. 1.3. the most efficient way for a supplier to quote is to use a spreadsheet to download the contents of the RFQ and prepare the quotes offline.3. 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. Promise Date is an required field. Downloading the RFQ contents allows suppliers to quickly respond.2. When creating additional rounds for an RFQ. the Promise Date is optional.2. An automatic invitation will be sent to each invited supplier.3.2. 1.

1.2.2. 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 .14 Can I close my RFQ earlier than the original close time? If you select the Early Close option when specifying quote controls. On the Start New Round page. 1. 2.15 How do I start another round of quoting in an RFQ? Once an RFQ has been closed. however.2.3. you cannot see either the name of the respondent or the details of the bid until you unlock the RFQ. can I see who is bidding? In a sealed RFQ. select Close Early from the Action menu to close the RFQ.3.3. none of the details are available for viewing by any suppliers. Select Start New Round from the Action Menu. you can see how many quotes are being placed. you can manually close your RFQ earlier than the original close date/time. Once the buyer has unlocked and unsealed the quotes.13 Why can't I see the graphical monitor in a sealed RFQ? While an RFQ is sealed. you can use the Graphical Monitor to view quotes.12 In a sealed RFQ. 1.3. 1. 3. you can start another round of quoting. Use the negotiation number in the Search Negotiations fields on the Negotiations Home page to access the negotiation.2. On the Negotiations Summary page.Oracle Sourcing Help 1.

2. Prices are established based on actual supply and demand at the time the auction is transacted.1 “How do I create a new negotiation”).Oracle Sourcing Help 1.1. although the close time can be extended manually or automatically based on last minute bids. Auctions are typically focused on creating competition between bidders. typically a matter of a few days. 2.The buyer defines the auction and includes all the auction item information.1.3. Because most auctions are open for short periods of time. such as office furniture or memory chips. Auctions allow real-time interaction to drive dynamic prices based on information that extends beyond price to include lead times. Auctions enable buyers to solicit bids for goods and services that are clearly defined. the business terms and conditions and intended bidders. quantity and item-specific attributes. Auctions last for a set period of time.2. Creating the auction (See Section 2. Bidders participate in the auction by viewing the Page 33/209 . Negotiations allows buyers to establish either public or private auctions to meet the specific needs of buyers. the bidding process moves quickly which results in increased competition.4 Getting Started with Auctions Getting Started with Auctions Auctions offer complete.1. Responding to the auction (See Section 5.3 “How do I respond to a negotiation”). Steps in the auction process include: 1. flexible auction capabilities to buyers so they can efficiently obtain the best possible price for goods and services.16 Can I modify an initial RFQ for the next round? You can modify the following information for each round of an RFQ: Preview date/time Open date/time Close date/time Award date/time Need by date List of invited suppliers Attachments 1.

Sourcing Events (See Appendix 7.1.1. Autoextend feature (See Section 2.1.2 “Glossary”). bidders are immediately notified of the auction results via online notifications.3 “How do I create and edit negotiation templates”).4 “How do I award business in an RFQ or auction”). Reusable invitation lists (See Section 2. Page 34/209 . bidders can view competitive bids during the auction.The buyer and all other participants can monitor the real-time activity during the auction and take action as necessary.1.1.5 “How do I use price elements”).4 “How do I create and edit a reusable invitation list”).3.15 “How do I close a negotiation before its scheduled close date and time”). Minimum Bid Decrement/Increment (See Section 2.11 “What are response controls”). Capture Total Cost (See Appendix 7.3.4.1.4.7 “What are reusable price elements and how do I create them”). Price breaks (See Section 2.11 “What are response controls”).2 “How do I monitor the negotiations I have created”).1. If permitted by the auction rules. Monitoring the bid responses (See Section 2.6 “Why are some RFQs and auctions associated with a sourcing event”).2.1. Once the auction is completed.7 “What are price breaks.1. Auction features include: Auction templates (See Section 2. 3. Proxy bidding (See Section 5.11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2. 4.10 “What is proxy bidding and how does it work”).5.8 “How do I use item attributes and price elements when responding to a negotiation”).1.2. blind or sealed (See Section 6.4.Oracle Sourcing Help auction items and submitting bids online. The buyer analyzes the bids and awards the auction based on the price.12 “What is power bid”). Power bidding (See Section 5. Multiple Auction styles: open.2. Evaluating and awarding bids (See Section 2. bid attribute value(s). Attribute based bidding (See Section 5. Reusable attribute lists (See Appendix 7. Manual extend (See Section 2. and how do I use them”).1. bid quantity.1 “How do I create an attribute list”). Price elements (See Section 2.

4 “How do I award business in an RFQ or auction”).1. Page 35/209 . Online or offline awarding capability (spreadsheet awarding). RFQ.4 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”). Purchase order generation Real-time status updates Bidding online (See Section 5.1.9 “How do I disqualify responses I receive for an RFI.2 “How do I monitor the negotiations I have created”).6 “How do I submit a response online”) and offline (spreadsheet bidding). or auction”).1. Bid comparison (See Section 2. Graphic Auction Monitor (See Appendix 7. (See Section 2.5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”).4. (5.2 “Glossary”).5.4.4.13 “How do I download a spreadsheet and respond offline”).Oracle Sourcing Help Canceling auctions (See Section 2.5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Notes and attachments (See Section 6. Integration with Oracle Purchasing (See Section 2.5.16 “How do I cancel a negotiation”) and Disqualifying bid (2.1. Monitoring bid activity (See Section 2.

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. buttons. Note: Two people from the same cannot quote in the same RFQ. 1. The buyer can also choose to display the target price to the bidders for reference. 1. Buyers are not required to designate a target price for every item.5. someone else at your company can award an auction created by you.2.6 Can two people from the same company bid on the same auction? Yes. 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. The bid controls for this auction allow multiple bids per round .2 What is the difference between Quote/Bid start price and target price? When creating a new RFQ or auction. provided that: 1.2. You can elect to display the target price to participants.5. The buyer can see the bids once the auction is unlocked.4 What is the target price used for? The target price is mainly used for internal performance analysis for the buyer.1 What are the different auction styles? The buyer can choose from three types of auctions: Open: everyone can see the bid content.2. The target price is the price you hope to pay for one unit of an item.1.2.5.Oracle Sourcing Help 1.4 “Why can't I access some pages. or task bar options”). 1.2. Page 36/209 . links.5.3 Why isn't there a target price for every item? Target price is an optional value. 1. All registered users in a company can bid on the same auction.5. 1. Everyone can see the bid content once the auction is unsealed.5 Can someone in my company award an auction that I create? If granted the appropriate authorization.5.2. The auction to which they are responding is not owned by their company 2. They have the appropriate function security (See Section 6. and 3. 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.5 Frequently Asked Questions: Auctions 1.2.

you are not required to send invitations to any suppliers. you might want to send invitations to increase specific suppliers' awareness of your RFQ/auction and encourage participation.1. can they view each other's bid details? Depending on the auction style.7 When two respondents from the same company place bids.2. When you invite a supplier (See Section 2.Oracle Sourcing Help 1. However.8 If my RFQ/auction is open to all suppliers.13 “How do I invite suppliers to participate in my negotiation”) to participate.5. or auction has closed.5. Page 37/209 .2. none of the previous responses submitted are available for awarding. that supplier receives an e-mail notification about your RFQ/auction.5.9 How do I initiate a new round of quoting or bidding? After your RFI. 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. RFQ. 1. and your RFQ/auction appears in that supplier's "Open Invitations" list of invitations. you can initiate a new round of responding if you set the controls to allow multiple rounds of responses (RFQs always permit multiple rounds of quoting).2.1. After you initiate a new round of responding. why would I invite suppliers to participate? For a public RFQ/auction.

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

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

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

5.A bidder must submit a single.2. 1. When the buyer hides scores/weights. no other user at the same company can bid. Bidder B receives the higher rank because the proxy bid was created by the system after Bidder B's bid.5. Manual Extend allows you to manually extend your auction close date/time before the auction closes. once one user at a company responds.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.5. When the bid control "No . You can also specify if the autoextend is for the entire auction or particular line items. the bidder can only view the resulting Price to Total Score for a bid.2.Oracle Sourcing Help 1. the bidder can contact the buyer and ask to have the bid disqualified. 1. You can specify whether the auction is extended from the original close time or from the time when the winning bid has been received.12 Why can't I always view scores and weights set up by the buyer? The buyer can optionally hide scores and weights from the bidder.2. Bid disqualification. that is. however. 1.2.5. AutoExtend extends the duration automatically if new bids are received in the closing minutes of the auction. 1. best bid" is selected for a multi-round auction.11 Can a bidder retract a bid? If a bidder has submitted. The response is at the company level.15 How do two bids with the same score get ranked if the prices are the same? The earliest bid gets a higher rank.2. For example.5.2. a company can place one bid in each round when being invited to that round Page 41/209 . Bidders cannot respond to display only attributes so there is no value for comparison. if Bidder B bids triggering a proxy bid for Bidder A and the resulting bid results in the same Price to Total Score ration. is up to the discretion of the buyer. 1.16 What is a Single Best Bid? A Single Best Bid is a response to an auction that allows only one bid per company.13 Why are display-only attributes not visible in the Bid Compare page? Display only attributes are used to convey information to bidders. You can also define the total number of auto extensions and the extension period.5.

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

Oracle Sourcing Help 1. Supplier B then places another bid of USD 92.00. Therefore. since proxy bids are generated based only on the price of the competing bid. This bid (84/90) is now the winning bid. he cannot modify any attribute responses to try to improve his score.2.00.5.00) has not yet been reached.00.00 with a score of 90 for the item. Page 43/209 . However. Supplier B's bid is the winning bid even though the bid price is higher.19 Can a bidder see the names of the other bidders? Bidders cannot see other bidders' identities.5. Supplier A places a bid of USD 95. 1. To avoid these situations. Supplier A's proxy will only be triggered again if there is a bid with a price lower then USD 84. Supplier A's proxy is not triggered.18 How does Proxy Bidding work in Multi-Attribute Weighted Scoring auctions? You can define Proxy Bid parameters with Multi-Attribute Weighted Scoring auctions similar to price-only auctions. You may need to cancel the proxy bidding process to redefine attribute information to improve your price to total score ration. Since Supplier B's bid price is less than Supplier A's bid price. Supplier B then bids USD 94. Now Supplier B's bid (92/100) is better than Supplier A's bid (84/90). For example. Supplier identities are never revealed to other bidders.2. not just the bid price. Supplier A's proxy is triggered to place a new bid of USD 84. a bid can be beaten based on the Price to Total Score ratio without triggering a new proxy bid. a proxy bid decrement of USD10. you may need to closely monitor Multi-Attribute Weighted Scoring auctions which also use proxy bidding. but since Supplier B's bid price is still higher than Supplier A's bid price.00 with a score of 100 for the same item. This bid (94/100) is better than Supplier A's bid (95/90).00 and a proxy minimum of USD 75. And since Supplier A's proxy minimum (75.00.

Oracle Sourcing Help 2.13 “How do I invite suppliers to participate in my negotiation”).7 “What are contract terms and conditions.1 How do I create a new negotiation? Use the instructions on this page to create Sourcing negotiations (RFIs.1. At the conclusion of the RFI cycle. This allows you to return to the creation process at a later time or have multiple people working on the same negotiation.1. and buyer's auctions).1.1 Creating RFIs.6 “What information must I provide to create my negotiation header”).1.4. you can save time by copying an existing RFI/RFQ/Auction.1.1.2 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. RFIs are used more for gathering information on goods and service provided by a supplier than to lock in particular price information. Define Your Response Controls (See Section 2.11 “What are response controls”) Enter Your Terms and Conditions (If Oracle Procurement Contracts is bought and licensed) (See Section 2. There are four main steps to creating a new negotiation: o o o o Create Your Negotiation Header (See section 2. or auction. and how do I use them in my negotiation”) Invite Your Suppliers (See Section 2. and Buyer's Auctions 2. 2.1. You can create a negotiation and save it as a draft before submitting it.1.1. one unique feature of an RFI is that buyers can choose to define negotiation line items without price and quantity and specify lists of criteria to which suppliers must respond.1. Page 44/209 . Enter Negotiation Lines (See Section 2.1.9 “How do I add lines to a negotiation”). the information contained in the RFI can be copied into an RFQ or buyer's auction. RFIs can be taken to multiple rounds until the buyer has enough information to identify supplier(s) with which to deal. You can also create new negotiations quickly by applying a negotiation template. RFQ. Help for Sourcing Buyers 2.1. Therefore.1. o If you have previously created an RFI.1 Creating Negotiations 2.1. RFQs. RFQs.

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

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

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.Oracle Sourcing Help 2. When using AutoCreate. The AutoCreated document is assigned a document number. you can use requisition information in Oracle Purchasing to create a draft sourcing document that you can then access and edit. you can search for requisitions according to different attributes such as item or category and include them in a single document.1.1. Buyer Operations Creating negotiations Creating templates and reusable lists Managing draft negotiations Creating and managing sourcing events Updating profile information Supplier Operations Responding to negotiations Monitoring active responses Managing draft responses Viewing award decisions Updating profile information 2.1. You can use this number to access the document in Oracle Sourcing and to Page 47/209 . The table below shows some of the operations available Sourcing Buyers and Sourcing Suppliers by using Quick Links. one-step access to your most commonly performed Oracle Sourcing tasks. Simply clicking the link takes you to the page where you initiate the operation.3 How do I use Quick Links? The Quick Links section of the Negotiations Home page provides easy. The links are organized by task and negotiation type so you can find the link for the task you wish to perform. AutoCreate uses the requisition information to create a Buyer's Auction or Sourcing RFQ. Once you have identified the requisitions in which you are interested. 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.1. The backing requisition information is carried over from Oracle Purchasing and used throughout the creation process.

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

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

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

6 What information must I provide to create my negotiation header? When you create a new negotiation.1.1. such as a division or department. RFQ. the backing requisition information is carried forward and this field cannot be updated. The backing requisition information is viewable during the creation/editing process. to which this negotiation applies. you can use the "Manage" link under the Drafts area of Quick Links on the Negotiations Home page to access the draft negotiation. Once you have accessed the draft negotiation. the title cannot be changed. You must specify a title for your negotiation and once defined. This header contains negotiation level information related to the entire negotiation. Note that if you have entered information on this page. Once you proceed to the next step. Buyer The creator of the negotiation. The organization you select here determines the values for many later attributes (such as the negotiation currency and shipping addresses). or auction will be known. Otherwise. Organization The operating unit. To create your negotiation header: Complete the following fields (*indicates a required field): *Title The name by which this RFI. 2. Page 51/209 . you can be transferred directly from AutoCreate to Step 1 in the negotiation creation process in Oracle Sourcing. this value cannot be changed. the page refreshes and you will lose the information you entered. Note the following about negotiations created by AutoCreate: Any backing requisition information is not updateable in Oracle Sourcing. If this negotiation document was originally created in Oracle Purchasing. and you change the Organization. for example in the Payment Terms field. your first step is to create your negotiation header. Style Event Security Level You can select a security level to restrict access to the sourcing document.Oracle Sourcing Help Accessing the draft document If your Oracle Purchasing application is set up to allow it. continue editing it using the instructions in How do I create a new negotiation? beginning with Step 2: Enter Item Terms.

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

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

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

If one attribute is weighted.7 Can I accept responses in multiple currencies? When you create a new negotiation. On the Create Header page. Weight Weights are used to indicate the relative importance of header attributes. Though suppliers in a multi-currency negotiation can submit responses in several currencies. the system will automatically convert the responses to the negotiation currency. but this can be overridden by specifying a default value on the score settings page. For example. Whenever you view the responses you have received. Page 55/209 . Maximum Score Accept the default or enter the maximum value that can be entered for this attribute. effectively "unweighting" that attribute. Notes and Attachments o Note to Suppliers You can add a note to the supplier by entering it in the text box. To define your currency list and currency exchange rates: 1. 2.1.Oracle Sourcing Help Enter a target value for the header attribute (for example: 30 or more years in business). Display Target Indicate whether you want suppliers to see your Target Value .1. The sum of weights for all header attributes must add up to 100. an attribute with a weight of 25 is half as important as an attribute with a weight of 50. There is a system default defined by the Sourcing Super User. all must be weighted (although the weight can be 0. you can accept responses in currencies other than the negotiation currency. click Manage Response Currencies. This column is only displayed if weights are enabled as part of the Scoring Settings. o Attachment Click Add Attachment to browse for an attachment to assign to this negotiation. the negotiation currency defaults to the functional currency defined for your operating unit. However. Delete You can delete this attribute by clicking the trash can icon. This note appears on the negotiation summary page and can be viewed by suppliers. they are allowed to respond in only one currency per response.

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

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

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

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

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

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

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

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

When you extend a negotiation you specify the new close date. *Close Date Use the pop-up calendar to select the date/time when the negotiation will be closed. 5. fixed-price line type. Preview Date Use the pop-up calendar to specify a date/time after which the negotiation information can be accessed by potential suppliers. you set response controls to determine the negotiation length. and then click Go. 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. If the sourcing document you are working on was AutoCreated using requisitions in Oracle Purchasing. make sure you select a general services. or Buyer's Auction. Once closed. Page 64/209 . 6. On the Lines: Create Line page. add notes or attachments to the supplier. Create attributes as needed to solicit additional information for this line. responding frequency. 2.1. Follow steps 1 and 2 above. click the "Controls" link to access the Create Controls page for that negotiation. open and closing times and many other variables. no further responses may be accepted.1. participants.Oracle Sourcing Help To define a general services fixed-price line 1. Continue defining your negotiation . 4.11 What are response controls? When you create a new RFI. They can view the negotiation's details but cannot place responses. You can edit the value to change the time if needed. Note that for fields where you enter a date and time. and added line(s). After you have entered the negotiation header. 2. the time limit for the negotiation can be extended past the original close date. RFQ. the negotiation can be closed prior to the defined close date. 3. Finally. *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. You must have created your negotiation header before you can create negotiation controls. If you allow the control manual extend. If you allow the control manual close/close early. Complete the following fields as appropriate for the negotiation type.

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

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

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

Lines to AutoExtend You can extend bidding for all auction items. The AutoExtend period is determined by the length of each AutoExtension (see above). This setting also determines the end-of-auction window (the AutoExtend period) during which a winning bid triggers an AutoExtension. a notification is sent to the next approver in the approval chain. Page 68/209 . The approval cycle continues until all the required approvers have viewed and approved the decision. 2. Number of Extensions Select a value from the drop down menu to set the maximum number of times the auction can be extended. a notification is sent to the first approver in the approval chain requesting that the approver view the decision. If the approver rejects the decision. If the approver allows the decision. Once you have saved your award decisions. a notification is sent to the negotiation creator. Once the decision has been approved. 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. For example.1. if you specify that each AutoExtension is 20 minutes : o o Each AutoExtension will last for 20 minutes after the start time you specify. once created. a notification is sent to the creator who can then begin generating the purchasing document. This ensures that.1. and The period from 20 minutes prior to the scheduled close of the auction to the scheduled close of the auction is the AutoExtend period during which a winning bid will trigger AutoExtend. which the approver can accept or reject.Oracle Sourcing Help You must specify the duration (in minutes) of each AutoExtend. 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. or only for those items that receive winning bids during the AutoExtend period.

2. You can restrict your auction to bidders you specifically invite by selecting the appropriate control on the negotiation Controls page. or if you frequently invite a certain group of bidders.Oracle Sourcing Help 2. and any response controls.1.13 How do I invite suppliers to participate in my negotiation? Participation in RFQs Participation in RFQs is by invitation only by default. You return to the previous page. Click Add Invitation List to apply a predefined list of suppliers. Select how you wish to search for suppliers: o o Click the Add Supplier to search for and add suppliers to your invitation list. You can use the same list for all negotiations. you can choose to also send certain bidders notifications of a particular auction to encourage their participation. and you must invite at least one supplier. Inviting suppliers After entering your negotiations description. If you do. However. Even though the auction is already open to them. Bidders will see your auction when they search using the Active Auctions page. auctions are open to all bidders by default. 3. To invite specific suppliers see Inviting Suppliers below. Participation in Auctions Unless you specified differently on the negotiation Controls page. To invite specific suppliers see Inviting Suppliers below. From the search results. select the suppliers you wish to invite and click Invite. you can choose to open your RFQ to all suppliers. business terms and conditions. Different sites for the same supplier can each submit a response.1. Page 69/209 . Search for and select the Invitation List you want to apply. You can select the bidders you wish to notify from a list of suppliers. you do not have to explicitly invite any suppliers. select the specific site you wish to invite to the negotiation. line(s). you can apply a predefined invitation list that identifies these bidders. you can create a participants list on the Create Negotiation: Suppliers page: 1. If there are multiple supplier sites (Supplier Site is another term for Address Name).

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

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

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

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

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

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

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 . and Response 2 would be designated as the best response even though the bid price for Response 2 is higher. 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 .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.

Make sure you select Multi-Attribute Scoring from the Ranking menu.3. To use weighting and scoring when defining a negotiation: 1. *Indicates a required field: o *Attribute (up to 240 characters) Name your line attribute (for example: Mileage. PPM Defect Rate. You can accomplish the by specifying weighting and scoring values for your line attributes. 3. navigate to the Attributes table and click Add Another Row. enter your line attribute information. See What are line attributes? for information about defining line attributes. Grade).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.53 2. 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. 5. o Group Select one of the predefined attribute groups. Groups are used for categorizing attributes. 2. To enter a line attribute. When the page refreshes. o Attribute Type Page 81/209 . click "Lines" in the navigation bar in the top left hand corner. 4. and you do not wish to use the default. Select Online from the menu and click Go. However you may want to consider supplier responses to other line attributes in addition to price being offered when determining the best response.Oracle Sourcing Help Price $300 Total Score: (100 * 50) + (50 * 30) + (100 * 20)/100 = 85 Price to Total Score Ratio = 300 / 85 = 3.1. use the instructions in "How do I add lines to a negotiation"? to enter the line data and other required and optional line information. On the Create: Lines page. See "What information must I provide to describe my negotiation header"? After you have defined the negotiation header. The system can then include the suppliers' responses to your line attributes when calculating the best response. Select a ranking method if the Sourcing Super User has set the system up to allow you to change ranking methods.

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

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

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

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

Or you may be willing to pay more per unit if your supplier can ship the order to a special location. add or delete price elements from the list. On the Price Element Lists page.7 What are price breaks. Page 86/209 . 6. To edit the list. You specify 20$ as your start or base price. The name of any price element defined to the list. If any price elements are inactive. you can define as many price breaks as are appropriate. you can o o o update the description for the price element list.Oracle Sourcing Help To edit a price list: 1.1. and how do I use them? Price breaks allow you to negotiate line prices with your supplier based on characteristics of your order. Example: Assume you are purchasing PC keyboards. The first offers a price of 19$ per unit if buying more than 100. For each (non-amount-based) line in your negotiation. When you have finished making your changes. The list status (Any. Click the Price Element link under Reusable Lists on the Quick Links section of the Negotiations Home page. 2. You can then enter different assumptions into the system and have it calculate which response is the best. You can search for a particular price list by : o o o o The list name. 5. On the Edit Price Element List page. The search results display any price element lists matching your search criteria.3. you receive an error message. The new list is validated. you receive the responses shown in the table below. 2. 4. or by a certain deadline. click Go. (This returns all price element lists using that price element.) 3. The first few words of the list description. change the price element list status. search and select the list you want to edit. you may expect to receive a discount from your supplier if you buy a large quantity of units. 7. Active or Inactive). you can either click the price element list name link. The second offers a price of $18 a unit if purchasing over 500. For these price breaks. You then set up two quantity-based price breaks. When you have entered the search data. click Apply. Your suppliers respond to your negotiation specifying their responses to your price breaks. and you may specify several quantity levels and the prices you are willing to pay at each. For example. or select the price element list and click Edit.

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

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

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

o In an open negotiation suppliers see the current best price for the negotiation. In some cases. If you require suppliers to respond to all negotiation items. Sealed Neither the buyer nor the suppliers can see the responses until they are unlocked and unsealed by the buyer. though the supplier identity is concealed. and increases the likelihood that you will receive competitive responses that drive prices in your favor. because bidders are required to anticipate what other bidders will bid. You can award the negotiation to multiple suppliers. and will therefore submit their best possible bid price more quickly. you might consider creating a blind or sealed auction so that bidders cannot see other bidders' bid prices . 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. and immediately know whether they can respond competitively.Oracle Sourcing Help price. Controlling the visibility of competing quotes/bids You can create an open. When you award the negotiation. 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). or sealed negotiation: o Open (auctions only) All buyers can see the responses in the negotiation. blind. each of whom has submitted the best price for a particular item or items. Allowing or disallowing partial quotes/bids You can specify that suppliers must respond to all items in the negotiation. suppliers may improve response prices on certain items (to remain competitive in the negotiation) while making their margins on other items. Alternatively. Allowing multiple rounds of Quoting/Bidding After your RFQ or auction has closed. you can award business by line item. potentially leading to a best response that improves upon your target price. "blind" bidding may lead to better bid prices. An open negotiation enables you to eliminate responses that do not improve on the current best prices. Page 90/209 . if you have an urgent supply need. 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 can then start associating negotiations with it. You can continue associating negotiations with the event until its inactive date is reached. This takes you to the Manage Events page. Page 91/209 . 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.4. Using price breaks You can define price breaks on which you can then negotiate with your suppliers to develop a pricing structure based on item quantity. you first create an event.1. To see the negotiations associated with the event. To manage a sourcing event: 1. Click OK. click the event number link. 4.Oracle Sourcing Help Using price elements Price elements identify additional item costs beyond just price. To see event details.2 What is a sourcing event? A sourcing event is group of related negotiations. On the Create Event page. You may want to create a sourcing event if you need to monitor several related negotiations as a group rather than individually. delivery location. To cancel an event. Click "Event" under the Create area of Quick Links on the Negotiations Home page. 2. description. select the event and click "View Negotiations." Note that any draft negotiations associated with this event are not shown. You may also want to create an event if you want to encourage respondents to participate in multiple. You have the choice of canceling only the event or canceling the event and all negotiations associated with it as well. click Cancel. Your event is opened as soon as it is created. similar negotiations. To create a sourcing event: 1. Once the event is created. enter a title. You can continue to associate negotiations with the event until the event's inactive date is reached. To use events. and an inactive date. Such costs could include service related costs such as training or consulting services. you can associate negotiations with the event while creating the negotiation on the Create Header page. 3. 3. 2. or promise date 2.

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

4.1.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. Initially creating a draft Once you have completed the Step 1 Describe page. or auction in a single session. These draft documents also allow multiple collaborators to work on the same document. Or you need to create a negotiation but not actually submit it until sometime in the future. Using draft RFQs/auctions You can create and save an auction intending to submit it later. After creating a draft negotiation using requisition information from Oracle Purchasing. Or you can use the Manage Draft Negotiations page in Oracle Sourcing to access and submit the draft at a later time. From this page. A confirmation message informs you that your draft has been successfully saved. 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. Page 93/209 . such as item quantity and need-by date are updateable. Oracle Sourcing creates a draft negotiation which includes all the requisition links you selected. but other information. Creating RFQs/auctions using Autocreate If your company has licensed both Oracle Purchasing and Oracle Sourcing. 2. such as operating unit and functional currency are not. you can use the Autocreate feature of Oracle Purchasing to select and group requisitions to create draft RFQs or auctions. you can create a draft of the RFI/RFQ/auction and save it for later editing or submission. you can save your draft from any of the subsequent pages by clicking Save Draft. or the creation process involves collaboration between several people. RFQ. In each of these cases. you can access drafts for editing or submission. Using draft negotiations created by AutoCreate in Oracle Purchasing When you AutoCreate requisitions into a Sourcing RFQ or buyer's auction. The items in your draft negotiation carry information from the backing requisitions. Some of this information. you can immediately access and edit the draft to continue creating your negotiation.

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

2. If you are a collaboration member with view-only access. click Contract Terms in navigation bar in the top left of the page. they might define other internal tasks that contribute to the overall execution of the contract. you can create a deliverable and assign it to a negotiation. 2. by default. Note: The Sourcing Super User. are classified as deliverables. as part of the contractual agreement. 3.4. To create a deliverable for a particular negotiation: 1. If you are a collaboration member not restricted to view-only access. You can update a deliverable if needed or delete it altogether 4. This is a useful authorization for an administrator to have in case a draft needs to be edited. you can perform whatever tasks are allowed by your function security. 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. for example. you can view the draft but not edit it. anyone with the Unlock Draft Sourcing Documents function can break a lock on a draft but not access it for editing or submission. To add a new deliverable. will have commitments to fulfill. If Oracle Procurement Contracts is implemented. For private negotiations: You must be the negotiation owner or a collaboration team member working on the negotiation to access the draft. On the Create Header page. If you have this function and access the Manage Draft Negotiations page. is authorized to manage and unlock drafts. On the Create Deliverable page define your new deliverable. on vacation. Click the Deliverables subtab and check that any deliverable already defined to this template is applicable for your negotiation. In addition to the contractual commitments that businesses need to fulfill. The commitments on the contracts. Additionally. Page 95/209 . but the buyer has locked it and is subsequently unavailable. If you have both the Manage Draft Sourcing Documents and the Unlock Draft Sourcing Documents. besides products and services bought or sold. See the Oracle Procurement Contracts online help for instructions on defining deliverables. you can edit any drafts that are not locked.1. under the terms and conditions of the contract.5 How do I create a deliverable and use it in a negotiation document? Businesses enter into contractual agreements with their trading partners and. click Add Deliverable. 5. you can unlock and edit other's drafts from the Manage Draft Negotiations page.Oracle Sourcing Help Anyone with the Edit Draft Sourcing Documents function can access and edit draft negotiations AutoCreated from Oracle Purchasing.

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

5. adding any additional lines. 3.1. This includes all the other tasks such as creating your header. click the requisition number link. Once the new draft negotiation has been created. See the Oracle Procurement Contracts online help for information on using contract templates. If you receive any error messages. Or you may need the name of a contact who can answer questions you have about the negotiation line. 2. On the Create Contract Terms page. When you have completed your contract terms. search for and select a contract template from the list of values. To view the backing requisition information during negotiation creation: 1.8 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. and then click the Details icon. Select Validate from the Actions menu to verify the validity of the contract terms you are defining. 5. and possibly inviting suppliers. Along the way. delete or modify text.Oracle Sourcing Help 2. 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. For AutoCreated lines. you must correct them and validate again. 3. On the Requisition Summary page. The Requisition Line Details page displays information in the following areas: o Requisition Page 97/209 . See the Oracle Procurement Contracts online help for instructions on modifying clauses. you can access it and continue creating your negotiation. 6. continue by either clicking Suppliers to define a supplier invitation list. The Create Lines page displays any lines AutoCreate created using requisitions in Oracle Purchasing and allows you to create additional lines if necessary. you may wish to view the requisition line information for the lines that AutoCreate carried over from Oracle Purchasing. 4. For example.4. You can see this line information on the View Requisition Line Summary display. specifying negotiation controls. You can add. 2. click the requisition number link to view detailed information on the line. You can edit the clauses applied by the template as needed. Click Apply Template. you may need to view the demand linked to a particular negotiation line. or clicking Review to inspect the negotiation prior to publishing it.

For example. and how are they used? Sometimes the item you need to negotiate is not a number of discrete units.1. click the number link in the Requisition column. buyers can nominate collaboration team members to participate in the creation and administration of the sourcing document.4.9 What are amount based line types. inviting additional suppliers. This takes you to the Requistion Detail page. and creating document outcomes. 2. From the negotiation summary page. but more of a service or activity. 4. Such activities can be negotiated by using amount based line types. Click the number link in the Line column. 2.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. the quantity and unit of measure defaults to the values defined by your administrator and is display only. click the Lines subtab. you can specify that an item is amount based by selecting an amount based Line Type value. This takes you to the Requisition Summary page. you might need to negotiate training or consulting services. Page 98/209 . and some team members may be required to approve the final document before delivery to potential suppliers.1. When you create a negotiation. A category value may also appear if your administrator has defined a default category for that line type. This includes the entire life of the sourcing document from the initial creation to the award process. Such tasks could include defining the item attributes.10 How do collaboration teams work? When creating a negotiation. If you select a line type that is amount based.4. Buyers can optionally grant full access to some team members while restricting others to read-only access. Each member can be assigned specific tasks. Access the negotiation. 2. 3. The possible values are defined in Oracle Purchasing. For the line whose requisition information you wish to view. awarding business to supplier.

The approval process is not hierarchical. there is an area where a buyer can identify collaboration members. the system will validate that the team members belong to the new business group of the operation unit. Any other user from the same buying organization can be added.Oracle Sourcing Help 2.1. If the profile option is set to Yes. There are no dependencies among approvers. You must have modification access and the functional security of "Manage Collaboration Team" to modify the collaboration team definition. a Publish button appears to anyone who has the Publish Negotiations job function. Document Approval Process Any user who is on the Collaboration Team can be designated as an approver for that document. the buyer identifies: If the member is an approver.4. Not until the document is approved and published are notifications sent to suppliers about the document. Adding Collaboration Members On the Create Header page. The buyer can search for and select additional collaboration team members if necessary. Once the document has been submitted for approval. which is determined from the owning operating unit. all members have full access to the sourcing document. Note: This rule is only in effect if the profile option HR: Cross Business Group is not set to Yes. You can define a collaboration team when creating the document or you can use document templates to define collaboration teams. 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. all approvers can access and approve the document simultaneously. If the buyer changes the operating unit after defining the negotiation team. For each member. notifications are sent between the buyer and the document approvers. The buyer and the buyer's manager always default to the team and cannot be removed. but members can be restricted to read-only access where appropriate. no changes can be made to it (other than having approvers removed) unless the document is rejected. Note that throughout the approval process.11 Who can participate as team members? The negotiation creator and anyone with Manage Collaboration Team job function can add/delete team members. Team members can be optionally assigned tasks with target dates. By default. Page 99/209 . Collaboration team members must belong to the business group of the negotiation. Approvers can be added or removed as necessary at any time before the sourcing document is submitted for approval. the buyer can add employees from different business groups. If the member has read-only access. Anyone with this job function can publish the approved negotiation to suppliers. Once the document has been approved. The buyer and the buyer's manager are automatically identified as team members. Team members with required tasks should indicate when those tasks are completed.

some collaborators can be defined as having read-only access. For example. 2.4. the creator's manager. meaning they can view but not update the document throughout its lifecycle. All members identified as approvers must approve the final version before the document can be published. 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. There are three possible security levels a buyer can select: Public The document can be viewed by any other buyers in the buying organization. and members of the document collaboration team (if any). Execution against global agreements can be performed by multiple local operating units.4. Global agreements: Page 100/209 . 2. This is in contrast to a regular blanket purchase agreement which can exist only within the realm of a single operating unit. and the Security Hierarchy members defined in Oracle Purchasing for that document type. See How do collaboration teams work? for more information on collaboration teams.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.13 What are global agreements. the creator's manager.1.Oracle Sourcing Help If that member has been assigned a task. 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. Private The document can be viewed only by the creator. and if so. when the target date is. members of the document collaboration team (if any). selected members can be assigned specific tasks which they must complete. Hierarchy The document can be viewed only by the creator. Other members can be selected as approvers of the document. Also.

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

as part of the contractual agreement. 5.Oracle Sourcing Help 2.1 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. you can define your next deliverable. click Apply. On the Create Deliverable page define your new deliverable. they might define other internal tasks that contribute to the overall execution of the contract. 2. Page 102/209 . are classified as deliverables. you can create a deliverable and assign it to a negotiation.2 Using Oracle Services Procurement and Oracle Procurement Contracts 2. 6. under the terms and conditions of the contract. To add a new deliverable. click Contract Terms in navigation bar in the top left of the page. click Add Deliverable.2. Click the Deliverables subtab and check that any deliverable already defined to this template is applicable for your negotiation. 3. Once the page refreshes. On the Create Header page. Search for and apply a contracts template. You can update a deliverable if needed or delete it altogether 4. will have commitments to fulfill. besides products and services bought or sold. After you have finished defining your deliverable. The commitments on the contracts. See the Oracle Procurement Contracts online help for instructions on defining deliverables. If there are multiple deliverables to define. In addition to the contractual commitments that businesses need to fulfill. you can click Apply and Create Another. If Oracle Procurement Contracts is implemented.

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

add any notes or attachments to the supplier. Create attributes as needed to solicit additional information for this line. Job Details. You need the Contracts Terms Library Administrator responsibility to create and maintain clauses and contract templates in the Contract Terms Library. fixed-price line type. 3. 6.4 What are contract terms and conditions. Follow steps 1 and 2 above. Continue defining the remainder of the negotiation. click Contract Terms in the navigation bar at the top left side of the page. 6. and how do I use them in my negotiation? If Oracle Procurement Contracts is installed and licensed. 5. Finally. Create attributes as needed to solicit any additional information for this line. Finally.Oracle Sourcing Help 10. add notes or attachments to the supplier. 2.2. make sure you select a temporary labor. 5. and Category will default according to the Job you select. 4. Search and select a Job from the Job menu. To apply contract terms to your sourcing document: 1. Continue defining the remainder of the negotiation. fixed-rate line type. To define a temporary labor. You need the Manage Contract Terms responsibility to create and maintain contract terms on negotiation documents. Page 104/209 . You can use contract terms to specify legal and other requirements for your negotiation. make sure you select a general services. 2. To define a general services fixed-price line 1. Continue defining your negotiation. add notes or attachments to the supplier. 4. On the Create Negotiation page. and then click Go. you can create contract terms and apply them to your negotiation. On the Lines: Create Line page. See the Oracle Procurement Contracts online help for information on using contract templates. Using contract terms is an easy way to create and maintain standardized contract text which can be customized as needed. 3. fixed-price line: 1. Follow steps 1 and 2 above. Finally. 2. On the Lines: Create Line page. Provide the line with a description and select a Category value. 2. On the Create Contract Terms page. search for and select a contract template from the list of values. 11. and then click Go. The Description.

or clicking Review to inspect the negotiation prior to publishing it. Click Apply Template. select a negotiation and click the appropriate button (Edit. To create a new negotiation: Click the appropriate link under the Create section of Quick Links. To search for your negotiations in progress: At any one time. you can create and submit new negotiations and continue working on any draft negotiations you have in progress. On the Manage Draft Negotiations page. 2.Oracle Sourcing Help 3. If you receive any error messages. You can monitor the progress of these negotiations by clicking the Number link for that negotiation's entry in the Your Negotiations at a Glance section of the Negotiations Home page. You can also monitor the progress of your open negotiations. This takes you to the negotiation summary page for that negotiation. When you have completed your contract terms. From here. you may have several ongoing negotiations. Click the "Manage" link under Draft in the Quick Links section of the Negotiations Home page. Unlock.1 Monitoring Negotiations How do I access negotiations? The Negotiations Home page is the central point of access for all your negotiations. continue by either clicking Suppliers to define a supplier invitation list. 5.3 2. delete or modify text. 4. From the Results display. You can add. To access a draft negotiation: 1. See the Oracle Procurement Contracts online help for instructions on modifying clauses . Page 105/209 . Review and Submit). Follow the instructions in How do I create a new negotiation? to create a new negotiation. To access a draft negotiation: You can use draft negotiations to spread out the creation process over several sessions. 2.3. You can edit the clauses applied by the template as needed. 3. 6. you must correct them and validate again. Select Validate from the Actions menu to verify the validity of the contract terms you are defining. search for the negotiation you wish to access. You can also use drafts to allow a team of collaborators to all work on the same negotiation.

3. click Full List. Page 106/209 . 2. Oracle Sourcing buyers can place surrogate bids on behalf of such suppliers. To see the complete list of negotiations you created. If you do not see your negotiation. 5. From the Negotiations Home page. You can also use the Graphical Monitor to view and compare responses to your negotiation. and click Go. 7. Negotiations in which you are participating appear under Your Negotiations at a Glance. From the negotiations summary page. Continue from the Terms and Conditions page with regular a response if terms and conditions are required. To place a surrogate bid on behalf of a supplier: 1.Oracle Sourcing Help Note that the Your Negotiations at a Glance section shows a limited number of entries based on time remaining.2 How do I monitor the negotiations I have created? Access the negotiation you wish to monitor. On the Create Surrogate Bid/Quote: Select Supplier and Contact page. Select a contact for the supplier and click Create Surrogate Bid/Quote. Click the negotiation number to access the negotiation summary page where you can see information on the negotiation. 2. Click the Responses number to access the Details page for the negotiation. Once the buyer has received all the bid/quote information. click Full List. Sign on to Oracle Sourcing with Sourcing Super User responsibility. 4. select Create Surrogate Quote/Bid from the Actions menu. Clicking the number of your negotiation takes you to the negotiation summary page. a surrogate bid can be entered into the negotiation. enter the name or contact of the surrogate supplier in the Supplier field and click Go. 6. and then click View Response History to see information on responses to this negotiation. On the negotiation summary page. access the negotiation in which you wish to bid by clicking its number. you can either Select View Response History from the Actions menu and click Go.3. 2.3. enter the Bid/Quote Received Time. It is when the buyer receives the offline copy of the response or when the supplier mails/faxes the response. You also search for all open negotiations to which you have access. On the Create Bid/Create Quote page.3 How do I respond on behalf of suppliers without Internet access? Sometimes suppliers cannot place their responses online since they have no online access.

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

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

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

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

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

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

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

and you extend that auction for 7 days. click the negotiation number for the negotiation you wish to extend. 5. your new close date is January 18. Click Apply. To manually extend your negotiation: 1. On the Extend RFQ/Extend Auction 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. Click Apply. select the Extend RFQ/Extend Auction option from the Actions menu and click Go. 3. However. and your new award date is January 27. you cannot extend an auction after its first AutoExtension has been triggered.3. 3. follow the instructions to add new suppliers.Oracle Sourcing Help 2. 2. need-by date. On the negotiation summary page. Additionally. On the Invite Additional Suppliers page. If you don't see the negotiation. Under the Your Negotiations at a Glance section on the Negotiations Home page. click Full List. Select Add Invitees from the Actions menu and click Go. Enter a new close date and time. specify a new close date and time. If. You can also enable AutoExtend or modify your AutoExtend settings if you wish. To add suppliers to a negotiation: 1. click Full List. 4. and your award date remains January 20. if you extend that auction for only 3 days. You cannot manually extend your negotiation after it has closed. click the negotiation number link for the negotiation to which you wish to add additional suppliers. when creating this negotiation. A notification will be sent to all participants. 6.10 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. 2. Under the Your Negotiations at a Glance section of the Negotiations Home page. For example. and/or long-term agreement dates. if your negotiation includes a January 15 close date and a January 20 award date. 2. If your negotiation is not displayed. Page 114/209 . 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. you entered an award date.3. your new close date is January 22.

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

or only those that receive bids during the AutoExtend period) Number of extensions allowed Length of each extension Start time of each extension (at the scheduled auction close time. 3. Responses from these suppliers are no longer considered as viable for award decisions. 2. On the negotiation summary page. Their response information is displayed only for comparison and analysis. 3. search for and select the negotiation. or upon receipt of a new winning bid) 4.3. Once you have made your changed. you will see all the responses from the last round. click Apply. 2. On the negotiation summary page. You can modify the following AutoExtend options: o o o o Lines you want to AutoExtend (AutoExtend all lines. Close the negotiation if it is not already closed. click the number for the negotiation whose AutoExtend values you wish to change.You must remove the supplier from the list by changing its status. 2. review your current AutoExtend settings (if any). you may wish to eliminate certain suppliers whose offers were not acceptable. If you choose to shortlist any suppliers. On the Negotiations Home page. select Award by Quote/Award by Bid from the Actions menu. select the suppliers and click Change Shortlist Status. The first group consists of suppliers whose responses fall within an acceptable range and can be considered candidates for awards. The second group includes suppliers whose responses are unacceptable and whose further responses will be ignored for awards. All suppliers who participated in your negotiation are initially included in the shortlist. select the Extend Auction option from the Actions menu and click Go. and click Go. and you are making your award decisions.Oracle Sourcing Help To change your auction's AutoExtend settings: 1. Under Your Negotiations at a Glance on the Negotiations Home page. you will not be able to award them any business. Note: Once the negotiation is closed. Page 116/209 . after the analysis of a first round of responding in a multi-round negotiation. To change a supplier's shortlist status: 1. You do this by removing these suppliers from the short list.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. On the Award by Quote/Award by Bid page. For example. You can also review and extend your auction's scheduled close date and time. On the Extend Auction page. 4.

You can also enter search values in the Search Negotiations fields to search for a negotiation. you have the option of downloading only responses from shortlisted suppliers. Security Level You can change the level of security on the negotiation. you can initiate a new round of responding from the negotiations summary page: 1.14 How do I initiate a new round of responding? After your RFI. click the Number link for the negotiation you wish to see. select a negotiation by clicking its Number link under the Your Negotiations at a Glance section. 2. You can Page 117/209 . 2. or you must manually close it early. update your negotiation's header details as appropriate (*indicates a field that must be entered prior to the new responding round). RFQ. . Possible Description Modifications *Title/Style You can give your negotiation a new name and change the negotiation style. RFQ. After the RFI.Select Start New Round from the Actions menu and click Go. On the Create New Round: Header page. click the Full List button to see a display of all your published negotiations.Oracle Sourcing Help Note: If you choose to download your responses into a spreadsheet and make your award decisions there. You can add new members and/or delete existing members. or auction has closed. If the negotiation you're looking for is not displayed under Your Negotiations at a Glance. From the Results: Negotiations display.3. After you initiate a new round of responding. You must either wait until the negotiation reaches its close date and time. none of the previous responses submitted are available for awarding. To initiate a new round of responding: You can only initiate a new round of responding after the current round has closed. 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). On the Negotiations Home page. or auction has closed. Possible Collaboration Team Changes You can change the makeup of the collaboration team working on this negotiation.

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

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

Amendments can be created anytime after the preview date/time (or open date/time.3. if no preview date/time was specified) and before the close date/time. In any of these cases. If you do not see the negotiation. 5. If desired. select the Close Early option from the Actions menu and click Go. 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. Click Apply. 4. On the negotiation summary page. For example. or the terms of the responses are not acceptable. 2. The system notifies all the invitees and participants of the cancellation. Under the Your Negotiations at a Glance section of the Negotiations Home page. the responses to your negotiation do not meet your needs. you may wish to simply cancel the negotiation. you can enter a text note to participants explaining why you are canceling the negotiation.3. click the negotiation number for the negotiation you wish to cancel. 2.Oracle Sourcing Help 2. 4.3. 3. enter the new date and time you want to close the negotiation or choose to close it immediately. On the Cancel page. Also the line requirements have changed. 1. 2. select the Cancel RFQ/Cancel Auction option from the Actions menu and click Go. Note that you cannot manually close an auction after its first AutoExtension has been triggered. there may have been too few responses. the buyer can update information defined in the document if necessary. 2. To close your negotiation early: 1. This update is called an amendment. On the Close Early page. enter a note to your suppliers. or the items are no longer needed. Under the Your Negotiations at a Glance section of the Negotiations Home page.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.17 How do I create an amendment to a negotiation? After publishing a negotiation. Click Apply.16 How do I cancel a negotiation? Sometimes. This note is included in the notification that will be sent. click Full List. click the negotiation number for the negotiation you wish to close. On the negotiation summary page. Page 120/209 . 3.

3. Draft amendments are available on the Negotiations Home page if you click Drafts in the Manage Quick Links section. 7.1. mail or email. current prices.3. All suppliers will be required to acknowledge the amendment and resubmit their responses to be eligible for award. select Create Amendment from the Actions menu. On the Create Amendment: Lines page. 6. You cannot add or delete suppliers on the Create Amendment Suppliers page during an amendment. Change the negotiation rules on the Create Amendment: Controls page if necessary. 8. You go to the Create Header page. deletions. If you have approvers identified on the Collaboration Team on the Create Header page. The printed version of the negotiation is appropriate for public display since it excludes all internal data such as internal attributes.Oracle Sourcing Help To create an amendment to a sourcing document: 1. To invite new suppliers.18 How do I print information on my negotiation? Much business communication today is carried and managed offline.. or updates to line information if necessary. If Oracle Procurement Contracts is implemented. you can submit the amendment for approval by clicking Submit for Approval on the review page. This suffix is incremented every time you create a new amendment for this document. no new responses can be received on the previous negotiation. Once approved (or if approval is not required). You can save the amendment as a draft at anytime during the creation process if you click Save Draft. You can review the new changes compared to the current active negotiation by clicking Review. Notice that the negotiation number has now been given a suffix. 4. 5. Government organizations in particular present solicitation packages according to a unified format. On the negotiations summary page. additions. Buyers need the capability to download and print a negotiation for offline review. these can be changed on the Create Amendment: Contract Terms page. the Submit button changes to Publish. Once you click Publish. Approvers will receive notification that they need to approve the amendment. The printed version also does not include any price elements Page 121/209 . On the Create Amendment Header page. 2. or names of invited suppliers. enter any line changes. 2. use the active negotiation's negotiation summary page. 12345. for example. Responders should be able to complete negotiation documents and return the results by FAX. you must enter a new Description for the amendment and make any other header level attribute changes you need. and there are clauses and deliverables defined to this negotiation.

but there will only be data displayed after the recommendation has been submittted. When the prompt box appears. select Print Document from the Actions menu. open and inspect the print directly. On the Negotiations Home page. search for the negotiation for which you wish to print the contract terms by clicking the negotiation number link. open and inspect the print directly. When the prompt box appears. On the Negotiations Homepage. Page 122/209 . These negotiations are listed under the Your Negotiations at a Glance section. open and inspect the print directly or save it to a location and review the document locally. To print a negotiation (for suppliers): 1.19 How do I view the approval history for my negotiation? If you selected the "Require award approval" negotiation control. On the negotiation summary page. If you cannot see all your negotiations. search for the negotiation you wish to print by clicking the Negotiation Number link. To print a negotiation (for buyers): 1. 2. you can view the approval status of your negotiation. You can view the approval history at any point. Click the Contract Terms link in the navigation bar. 2. 2. click Full List. or save it to a location on your machine and review the document there. 3. 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 3. the clauses and deliverables are printed as well. If Oracle Procurement Contracts is implemented and the sourcing document has contract terms attached to it. 4. When the prompt box appears. 3.3. Click Preview Contract Terms. search for the negotiation you wish to print. your award decision must be approved before you can begin to create a purchasing document. On the Negotiations Homepage. 2. Once you have submitted your negotiation's award decision. On the negotiation summary page. Access the negotiation by clicking its negotiation link.

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

Oracle Sourcing Help 2. 2. an RFQ/auction cannot be awarded until it is unlocked. 4. Page 124/209 .1 How do I view the responses I have received? 1.2 How do I unlock and unseal a sealed RFQ or auction? In a sealed RFQ or auction the buyer cannot see the bids until the RFQ/auction is unlocked. Additionally. select View Quote/Bid History from the Actions menu and click Go. 3.4 Awarding Negotiations 2. From the Your Negotiations at a Glance section of the Negotiations Home page. 2.4. 3. On the negotiations summary page. To unlock and unseal an RFQ/auction: 1. In addition. You can accept and use the decisions generated by the AutoAward feature. 2. Close the negotiation if it is still open. On the negotiation summary page.4. The resulting page shows details about the response. 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).4. 2." 4.3 What are the different methods I can use when performing awards? Once you have closed your negotiation and analyzed the responses you received. click the negotiation number link of the negotiation you wish to see. You can divide an individual line among multiple suppliers. You can award an individual line to a single supplier. Note: You will always be able to unlock and unseal an RFQ/auction you have created. There is an entry for each supplier who has placed a quote/bid in the negotiation. An RFQ/auction can only be unlocked and unsealed after it is closed. select Unlock from the Actions menu and click Go. In addition. you can make your award decisions. To see details about a particular response. other users from your company who have the appropriate function security can also unlock and unseal your RFQ/auction. The Quote/Bid History page displays the responses the negotiation has received. On the Confirmation page. 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). click "Return to Negotiation Summary. Select Unseal from the Actions menu and click Go. click the number link in the Quote/Bid column.

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

Oracle Sourcing Help Page 126/209 .

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

For quantity-based line types. You do not have to award a line. o o 3.4. but you can award less. On the Award by Line page. Follow the instructions in Step 2 and Step 3 above to enter that line's award decision 7. Note the following: o o If you select multiple suppliers for this line. 5. 2. 3. To award using a spreadsheet: If you wish to download the responses for a negotiation. 2. 6. select the line you wish to award and click Award.Oracle Sourcing Help line in the negotiation. For each line. If you have removed any suppliers from the shortlist. you see all the suppliers that responded to this line.5 How do I download the responses I have received? You can download all the bids and quotes you receive for a negotiation into a spreadsheet for offline viewing. select Award by Spreadsheet from the Actions menu. the award simply identifies the supplier from whom business will be awarded in the future . Click Save Award To award a single line to a supplier: 1. you can split the award by entering a value in the Award Quantity for each supplier. You can choose to leave it unawarded. select the radio button for the supplier to whom you wish to award that line. You can then save the responses as a spreadsheet file and view the instructions in the readme file contained in he zip to review offline to make your award decisions. Select the next line to be awarded and click Award. click Save Award. This is useful if you have received a large number Page 128/209 . Continue until all lines have been awarded. On the Award Line page. an awarded chekmark appears for the line. you can choose to download only the responses from the remaining shortlisted suppliers. 4. For amount-based line types. Click "Award by Line" to return to the Award by Line page. Once you have selected the suppliers and specified the number of units to be awarded to each. Select the supplier(s) to whom you wish to award this line and enter the number of units to be awarded in the Award Quantity field. Once a line has been totally awarded. you cannot award more units than specified in the negotiation quantity.

2. you enter a number (up to the defined maximum) for each attribute score. You can also update the spreadsheet with your award decisions and then upload it to identify winning responses. Using subjective scoring. Open the file and complete it according to the directions in the Instruction file. To download responses: 1. weighting is implied in the maximum score for each attribute.Oracle Sourcing Help of responses and want to compare them offline. On the Export Quotes/Bids to Spreadsheet page. The system will calculate a weighted score based on the score value you entered for each attribute. 3. With this method. Page 129/209 . 4. 6. You can download bids whether the negotiation is open or closed. 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. you should also download the Instructions file. 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. During this process. Once a response is received. 2. select the type of spreadsheet you wish to down load. These attribute scores are then added up and the total is the total score for that response. To enter straight scores. you can manually score the responses you receive for a negotiation. you can also specify whether the supplier can see the scoring criteria. select Export Quotes/Bids from the Action menu.4. You can enter straight scores for an attribute. click the negotiation number for the negotiation to access the Negotiation Summary page. you can enter a subjective score for the header attributes. If you have never used spreadsheet files before. Save the file to a convenient location. After you have completed your award decisions. You can use an Excel spreadsheet file or a text spreadsheet file. 5.6 How do I manually score header attributes? Using header attributes. Save the file. you first define the header attributes including weights and maximum scores during the creation of the negotiation. On the Negotiation Summary page. upload your awards into the system.

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. Among other details. 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. The Supplier view displays award recommendations in terms of all the suppliers who participated in the negotiation. Page 134/209 . The Line view displays the award recommendations in terms of the lines that comprised the negotiation.current value Saving Percent Savings versus current amount expressed as a percentage. Remaining Quantity Number of units left for awarding Current Value Current price * awarded quantity Award Amount Response price * awarded quantity Saving Amount Award amount . Total Agreement Amount (Blanket Purchase Agreement only) The Line View The Line Summary display shows line information. Score Total score for header level attributes. the Supplier Summary View contains: Quote/Bid total (Standard Purchase Order only) The total amount offered by the supplier on all line s Award Total (Standard Purchase Order only) The total amount of business awarded this supplier. including: Awarded Quantity The number of units currently awarded this negotiation line.

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

If you have an approval procedure set up in Oracle Purchasing. specify the start and end effective dates. click the link to return to the negotiation summary page. 2. On the Confirmation page. In you are creating a blanket purchasing agreement. you can use an Acceptance Level value of Document and Signature to perform contract binding. click Submit if you wish to complete the award process. you can choose whether or not to create a purchase order document. On the Create Purchase Order page. 3. click Create Purchase Order to access the Create Purchase Order page (note that you can also access this page by selecting Create Purchase Order from the Actions menu). 5. See What is contract binding? for more information. you can obtain information on the supplier to whom you awarded business. If Oracle Procurement Contracts is installed and licensed. To complete the award process: 1. you return to the negotiation summary page to complete the award process and generate a purchase order document. You can see you award information by clicking the link under the Details column (or by clicking "Show All Details"). Click Submit.Oracle Sourcing Help 2. 5. 6. 4. The Confirmation page informs you that the award is complete. click Initiate Approval to begin approval for this purchasing document. 2.12 How do I generate a purchase order document? Once you have saved your award decisions. On the Review and Submit Complete Award page. 4.4. On the Complete Award page. Page 136/209 . 3. On the award Confirmation page. Choose an Acceptance Level from the drop-down menu. 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. To generate a purchase order document: 1. so you may wish not to notify suppliers until a later date when the purchase document is fully approved). Select Complete Award from the Actions menu and click Go.

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

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

minority-owned or small business. Select the draft and continue processing. Scroll through the Results display until you see the target draft. as well as information provided by the supplier company itself. You can also search the Approved Supplier list for suppliers of a particular status (for example. approved or new). Enter your search values. negotiation title. When you are finished. o o On the Search and Select: Suppliers page Page 139/209 .4 Searching for suppliers: When creating a negotiation. Scroll through the Results: Negotiations display until you find the correct negotiation.5. the Supplier Master. you can send invitation notifications to particular suppliers inviting them to participate in the negotiation. you can use % as a wildcard. negotiation creator. Click the Number link to go to the negotiation summary page where you can see information on the negotiation.1. 2. click Unlock to access it. You can identify the suppliers you wish to notify by searching information in the Approved Supplier List. You will also search for suppliers to add them to reusable invitation lists and/or negotiation templates. Click Review and Submit to publish the draft. 2. If the draft is locked. Click the Manage quick link under Drafts on the Negotiations Home page. and proximity to open date (specified as the number of days outstanding). for example. Click Edit to update the draft. 5. 2.Oracle Sourcing Help When entering values. You can search both the Approved Supplier List and the Supplier Master at the same time. select a search type from the menu. 4. You can use % as a wild card value 3. 2.5. Click "Responses" to go to the negotiation History page where you can see information on current responses. To search for and manage a draft negotiation: 1. o You can search the Approved Supplier List to identify suppliers who sell a particular item or commodity. You can search the Supplier Master to identify suppliers who meet certain criteria. On the Manage Draft Negotiations page.1. and click Go. click Go.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. You can search on negotiation number.

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

The system performs a begins with search using any search values you entered.7 Searching for lists When creating a negotiation. For example.5. In some cases. The Search Results display shows all addresses that matched your search criteria. %. Enter as many search values as required to efficiently qualify your search. To search for and select a different address: 1.1. On the Search and Select page. you can search for all price element lists that contain a particular price element. click the link to apply a predefined list. Click Go. Click the flashlight icon next to the address field. such as the percent sign (%). there are many predefined lists which you can apply to your negotiation to save time and standardize your sourcing practices. use a wildcard. Page 141/209 . For example. To search and apply a list: 1. many attributes default according to the organization you select.5. or the search wildcard.6 Searching for addresses: While creating negotiations. you may need to change the default to a different address.Oracle Sourcing Help 2. Additionally. Such lists include lists of item attributes or price elements. For example. you can search using multiple criteria. a search on %Boston might return North Boston as a billing address.1. 2. You are returned to the negotiation creation page with your new address appearing in the address field. Find the correct address and click Select. enter a search value in the Search field and click Go. If you do not know the beginning of the name. This includes addresses such as Bill-To and Ship-To. most lists allow you to search by the list name and/or words in the list description. a search on br% returns only Brussels. a partial name. you can search for all lists that contain a particular list entry. From the Search Results display. a search on b% returns both Beijing and Brussels. The search value can be an address name. On the negotiation creation page. 2. select the list and click the appropriate links or buttons to process the list if necessary and to apply it to your negotiation. 3. 2. For each list. however. 3.

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

1 4.1. You can view the reports online. Identify negotiation opportunities.Oracle Sourcing Help 4.2.1. 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.1. as well as the total amount awarded to this supplier. For each supplier. Sourcing Intelligence promotes the increased efficiency by enabling visibility and analysis of system transactions. savings is zero. If Current Price is not available. View summary reports that allow additional details. Identify potential savings opportunities. To run the Awards by Supplier report. Page 143/209 .type (bid or quote). Sourcing Buyer Intelligence Reports 4. You can sort the report by clicking on the any of the underlined column headings. 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 What are the Sourcing Intelligence reports I can generate? You can generate any of the following Sourcing Intelligence reports: 4. the report shows the total amount generated by each sourcing transaction.1 Awards by Supplier report What are the Awards by Supplier report? The Awards by Supplier report displays a summary of all awards made by the buyer to supplier(s).1 Introduction to Sourcing Intelligence What is Sourcing Intelligence? Sourcing Intelligence provides all the analytic and transactional reporting for your Sourcing application. Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity. Amounts do not include lines where award quantity and award amount are unspecified. See "How do I export report data to a spreadsheet?" 4. You can use Sourcing Intelligence to: Track trends of purchases over time. 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.

Amounts do not include lines where award quantity and award amount are unspedified.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. with the category with the highest productive award appearing first. the report reflects only the system-hosted catalog item categories.1. Blanket Purchase Agreement.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.3.3 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. The report is sorted by category.1. savings is zero.2. To run the Savings by Category report.2. see.1.2. Any report displaying calculated amounts does not include any RFI amounts. To run the Awarded Bids Detail report. or All Outcomes. Once you have generated a Savings by Category report.1. 4. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. see "How do I run the reports?" Note: For the Auction Outcome report parameter. You can view the supporting awarded bid by clicking the Auction number or Bid number. Section 4. the report reflects only the system-hosted catalog item categories. If Current Price is not available.1) report for the items listed. you can generate a Savings by Item (Section 7. Note the following when generating and evaluating report information: When entering a category search parameter. Any report displaying calculated amounts do not include any RFI amounts.Oracle Sourcing Help 4. select Standard Purchase Order. Page 144/209 . Amounts do not include lines where award quantity and award amount are unspecified.

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

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

) An asterisk (*) indicates a required field: o *From and Through Date Enter a date range for extracting and summarizing transactions.2 Intelligence Reports 4. the report defaults to your functional currency. including the selected currency and the currency code. click Show Chart (if available) for a graphical representation of the report. and click Go. o o Category (if available) Select the category of interest using the search icon next to the field. the report shows the total amount generated by each sourcing transaction type (bid or quote). See "How do I export report data to a spreadsheet?" 4.1 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). Enter any search criteria into the appropriate fields. For each supplier. 5. if desired. 3. To run the Awards by Supplier report. (Not all reports have all of the following search criteria. The Sourcing Reports page displays information on the reports in the system. 4. are displayed.2. only transactions for that selected currency are displayed. transactions for all currencies. Currency Select the currency of interest. you can export the report data to a spreadsheet. In the spreadsheet. On the Negotiations Home page.1 How do I run reports? 1. 2. Click Export to Spreadsheet to download the report. Once the report displays. You can sort the report by clicking on the any of the underlined column headings. o 4. Suppliers (if available) Select the suppliers of interest using the search icon next to the field.Oracle Sourcing Help To view transactions in all currencies: When you view transactions for a selected currency in a report. It also gives a breakdown by negotiation type of the total amount of money transacted.3. if you want to view all transactions completed in all currencies. see "How do I run the reports?" Page 147/209 . Click the link for the report you want to run. as well as the total amount awarded to this supplier. click the Reports tab. If left blank.1. However.

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

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

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

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

Attachments can be viewed by clicking the paperclip icon. 2. 5. To respond to a negotiation you must: 1. click the negotiation number to access the Negotiation Summary page for the negotiation in which you are interested. This includes such information as the time the negotiation.4 How do I view the details of a negotiation before placing a response? 1. shipping and billing information. Under Open Invitations. 3.1. (See section 5. Submit your response (bid. Find a negotiation in which to participate (See Section 2. or quote). (See Section 5.1 “How do I access negotiations”). Click the negotiation number to access the Negotiation Summary page.1. pricing. or price breaks associated with it. The Notes and Attachments section displays any text messages from the buyer and any attached files. you can view information on the item attributes by clicking the "View" link under the Details column. 2.6 “How do I submit a response online”). price elements. the response controls.Oracle Sourcing Help Creating and managing sourcing events Updating profile information Viewing award decisions Updating profile information 5. detailed item information. Page 152/209 .4.2. Alternatively.1 “How do I monitor negotiations to which I've responded”). 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.1. If the item has attributes.3 How do I respond to a negotiation? Suppliers can respond to public negotiations and private negotiations to which they have been invited. use the Search Negotiations fields to access the Active Negotiations page. Monitor the action in the negotiation in which you are participating. The Negotiation Summary page displays all the current information for this negotiation.

RFIs to which you've been invited will appear under Open Invitations. On the Terms and Conditions page. The purpose of RFQs and buyer's auctions is to negotiate line price and costs prior to generating a purchasing document. 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. no one can see the responses until the negotiation is over and unsealed. To respond to an RFI: 1. you are required to provide values for these fields. Line attributes appear under the Lines section of the Page 153/209 . most negotiation lines in an RFI have attributes defined.Oracle Sourcing Help If the negotiation is open. These line attributes identify the questions the buyer has about a particular line. The purpose of an RFI is to gather information on goods and services a supplier company provides. If the negotiation is sealed. 2. the Price and Quantity fields are display only and you cannot enter anything in them.1. You can find open RFIs by entering search values in the Search Open Negotiations fields and clicking Go. If the buyer chose to include the Price and Quantity fields. If the negotiation is closed. Buyers use responses to an RFI to qualify suppliers early in the procurement process. 5. Otherwise. you can review any current responses by clicking the number link under the Responses/Quotes/Bids column. Since the purpose of an RFI is to obtain product and service related information for a negotiation line. and the buyer can initiate a regular price/cost negotiation with the targeted suppliers. the RFI can be converted to an RFQ or buyer's auction. search for any open RFIs or RFIs to which you've been specifically invited. On the Create Response page. From the Negotiations Home page. Once the appropriate group of suppliers has been identified. select the RFI to which you wish to respond and click Respond. either accept or reject the negotiations conditions. 5.5 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. 3. From the Results: Active Negotiations. you can only see the response history if you are the buyer. 4. RFIs may or may not be concerned with line price or costs. enter response values as you normally would when bidding or quoting online.

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

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

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

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

When you respond to a negotiation that includes item attributes and/or price elements. Alternately.Oracle Sourcing Help 5. To see the detail information for each line. you can view these specific item details (if allowed by the buyer) and enter additional values to target your response. Once you have viewed all your attachments. Click the Lines subtab to see details of the negotiation lines. providing a search value and clicking Go. Notes and attachments can be assigned to the negotiation header or the negotiation lines. the page displays the negotiation header information. 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. click the negotiation number link under Your Company's Open Invitiations to view negotiations to which you have been invited. click Return to Negotiations to return to the negotiation summary page. a buyer can add item attributes and/or price elements to any item(s) in the negotiation. click that line's number link. From this page you can continue placing a response. 5. 5.8 How do I use item attributes and price elements when responding to a negotiation? When creating a new negotiation. you see any notes and attachments assigned by the buyer to the line. 2. 3. Price elements identify additional costs associated with an item which need to be negotiated in addition to the item price. The first attachment is the requisition header attachment. Page 158/209 . on occasion the buyer may need to communicate or request additional information such as specialized requirements. 4. 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. On the Line: page. search for an open negotiation by selecting a search criteria. there will be two attachments for each line. The buyer can use the note text box for short communications or use attachments for larger amounts of information.1. Click the negotiation number link to display the negotiation summary page.7 How do I view the attachments associated with the negotiation to which I am responding? In addition to the typical negotiation information. From the Negotiations Home page. By default. To view the notes and attachments: 1.1. The second attachment is the line attachment.

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

Your proxy bid decrement amount will be applied to the current winning bid in the auction. Use numbers. If the bidding on an auction item in which your proxy bidding drops below your proxy bid minimum amount. you can enter your proxy bid information in the appropriate fields on the Create Bid page. the system will continue to automatically rebid (by the proxy bid decrement amount you specify) until your proxy minimum bid price is met. you can cancel your proxy bid and submit a new bid with the updated proxy information. the system will automatically submit a proxy bid of $3. automatic proxy bidding is discontinued. you can proxy bid on all or selected items.Oracle Sourcing Help To activate proxy bidding: When you place a bid on an auction. Bid manually on the itemContinue bidding on the item by submitting bids manually. Proxy Bid Decrement You must enter the exact amount by which you want each of your proxy bids to decrease. then enter a proxy minimum bid only for those items on which you want to proxy bid. Enter your proxy bid decrement amount. 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). For example. Discontinue bidding on the item Page 160/209 . Proxy Minimum Bid You must enter the lowest price you are willing to proxy bid for any auction item. You can also change the proxy bid minimum amounts. for example. To submit a proxy bid for any auction item. you must provide the following information: Note: If at any time you wish to change your proxy bid information.300 on your behalf. if you have submitted a $3. Whenever your bid price is exceeded by a competing bid price. you cannot change this amount unless the minimum amount is met in the auction bidding or you cancel the proxy bidding on the item. You can then do any of the following: Enable another round of proxy bidding for the item Enter new proxy bid information. You cannot enter different proxy bid decrement amounts for each item. 10.500 bid in an auction with a proxy bid decrement amount of $100. Then submit the bid as normal. When bidding on an auction that contains more than one item. Note: After you have submitted your proxy minimum bid amount.400 bid is subsequently submitted. and a $3.75. not your own current bid. You can change your proxy bid decrement if all items on the bid do not have proxy enabled.

1. For example. When the Rebid page appears. When you use power bid. the bidder may wish to halt the proxy bidding to update bid information. Usually. click Cancel Proxy at the bottom of the page. 3.12 What is power bid? Power bid allows you to expedite your rebidding when you have bid on several items in the same auction. proxy bidding in suspended. once proxy bidding has been initiated. Select the items for which you wish to disable proxy bidding. you can monitor its progress by locating the negotiation number under Your Active and Draft Responses section of the Negotiations Home page. 2. this happens when the bidder needs to update bid information. To cancel proxy bidding. and click Cancel All Proxies. 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. continue entering your new bid information (including new proxy specifications if desired).Oracle Sourcing Help 5. Power bidding cannot be used if any of the auction items contain price elements. 1. the system will continue to rebid at lower prices until the bidder's minimum bid price is reached. At this point. the promise date offered by the bidder may need to be updated due to unforeseen situations at the time the proxy was begun. Or in a multiattribute weighted negotiation. To continue placing a new bid. click the Response number link. there may be certain instances in which the bidder needs to end proxy bidding early. all of your bids (losing and winning) in an auction are improved by the percentage you enter in the Power Bid field. 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) 4.1. In both these cases. the bidder may wish to update the non-price related information to improve the price to total score ratio. However. 5. To view the details of your current bid. Once you have placed a bid using proxy bidding. The Cancel Proxy Bidding page shows all line items for which you have proxy bidding enabled. Page 161/209 . click Create 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. Click Create Bid to create a new bid. Once enabled. it can be allowed to run to conclusion.

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

If you need to make changes. Once the buyer has published the updated RFQ/Auction.15 How do I respond to a negotiation that has gone to an additional round of responding? A buyer can decide to close an active negotiation and restart it. the initial round might have been simply for information gathering purposes. If the item is unchanged from the previous round. On the negotiation Details page. 5. enter your new bid information and click Continue. 5. Click the response link to access the Details page. Access the negotiation on which you wish to rebid. you can respond with your new Quote/Bid. Click Submit. Once you have displayed the new negotiation. 4. If the buyer has updated an item for the new round. check your response information. There are several reasons why this might happen. Click Import. 3. or the buyer may decide to change negotiation criteria such as terms and conditions.14 How do I rebid on an RFQ or auction? 1. Quote/Bid controls. If the negotiation is an RFQ. use your Back button. 8. After you have located the negotiation in which you wish to participate. or the invitation lists. The Multi-Round Modifications Summary page shows you negotiation information that has been updated since the previous round. After you have analyzed the updated negotiation information. Verify the details of your quote or bid. click Submit. On the Rebid/Requote page. On the Review Quote/Bid page. If correct.1.Oracle Sourcing Help 7. notifications are sent to the original and any newly added participants. you can continue placing your re Page 163/209 . The Bid Confirmation/Quote Confirmation page displays your bid number. you will need to respond to that item again. your prior response is carried over to the new round. 2. You respond to a second-round negotiation the same way as to the initial negotiation. The system will validate the response information you entered in your spreadsheet.1. you can easily identify the updated information by clicking View New Round Summary. 9. click Create Quote/Bid. Browse to the location where you saved your spreadsheet file.

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

or click the Review Changes icon to see what information changed between a version and its prior version. If Oracle Procurement Contracts is implemented by the buying organization. 8. If there is an X icon in the Alert column. you respond to the deliverable and update its status. Review the information. Each deliverable has a due date. This includes responses to any contract terms the buyer has defined. If there is an exclamation point icon in the Alert column. The currently active version has the highest number and is the first entry in the table. 3. Click the negotiation number link to view the original negotiation and its updates. and you must respond to these deliverables before their dates expire. 9.1.Oracle Sourcing Help 2. You are presented any additional amendments. On the Acknowledge Amendment page. the due date for completion of that deliverable has passed and that deliverable is late. If there are deliverables. you can place a new response on the negotiation. 4. Click the Update icon. and then click the checkbox acknowledging you have reviewed the amendment. Click Acknowledge.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. you are presented the first amendment. Page 165/209 . The amended versions are suffixed with an incrementing counter. Once you have acknowledged all the amendments. Click the suffixed number links to see the different versions of the sourcing document. You use the Create Response page to enter your response to the buyer's negotiation. 1. 7. 5. you must acknowledge that you have viewed the amendment and placed a new response. The Amendment History page has entries for the original negotiation and any subsequently amended versions. they will be listed in the Deliverables section. The Review Changes page identifies the information that has changed. 2. 5. To be considered for an award decision. the responsible party failed to perform the deliverable. 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. 6. there may be deliverables to which you must respond. Click Acknowledge Amendment. The negotiation summary page shows the original version of the negotiation. Contract terms are displayed in the Contract Terms section of the page. You can toggle between the current version and its prior version using the buttons. which you must review and acknowledge. Once you have completed the tasks outlined in the deliverable.

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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Once a negotiation has been published. 5.Oracle Sourcing Help 5.2. Page 170/209 . or Buyer's Auction Item Description Description of the negotiation item. if any.6 What information is contained on the Rejected Items page? The Rejected Items page shows you all items to which you responded but were not awarded by the buyer.7 How do buyers and suppliers communicate while a negotiation is in progress? There may be times when buyers and suppliers need to contact each other directly for additional information or clarification.2. The Rejected Items page shows: Response Number The number assigned to your response by the system. Your Response Number The number you assigned your response. participants can communicate with each other by entering into an ongoing conversation called an online discussion. Response Price The price at which you offered to sell the item. The Rejected Items page allows you to drill down into detailed information about the negotiation and your response to it. Response Quantity The number of item units you offered to sell the buyer. Promise Date The date by which you promised to deliver the item.| Type The type of negotiation: RFQ. Negotiation Number The number assigned the negotiation by the system. Reason Any message provided by the buyer explaining why the item was not awarded.

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

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

Once you have placed a bid using proxy bidding. the clauses and deliverables are printed as well. continue entering your new bid information (including new proxy specifications if desired). If Oracle Procurement Contracts is implemented and the sourcing document has contract terms attached to it. 3.9 How do I print information on my negotiation? Much business communication today is carried and managed offline. open and inspect the print directly. Government organizations in particular present solicitation packages according to a unified format. Click Create Bid to create a new bid. click Create Bid. On the Negotiations Homepage. 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). If you cannot see all your negotiations. The printed version also does not include any price elements defined to the negotiation. Buyers need the capability to download and print a negotiation for offline review. click the Response number link. click Cancel Proxy at the bottom of the page. The printed version of the negotiation is appropriate for public display since it excludes all internal data such as internal attributes. search for the negotiation you wish to print. or names of invited suppliers. Access the negotiation by clicking its negotiation link. and click Cancel All Proxies. When the prompt box appears.2. On the Rebid page. you can monitor its progress by locating the negotiation number under Your Active and Draft Responses section of the Negotiations Home page. 5. or save it to a location on your machine and review the document there.Oracle Sourcing Help To cancel proxy bidding. 1. mail or email. 2. These negotiations are listed under the Your Negotiations at a Glance section. select Print Document from the Actions menu 3. 4. 2. Select the items for which you wish to disable proxy bidding. click Full List. To continue placing a new bid. To print a negotiation (for buyers): 1. When the Rebid page appears. On the negotiation summary page. To view the details of your current bid. current prices. Page 173/209 . Responders should be able to complete negotiation documents and return the results by FAX. The Cancel Proxy Bidding page shows all line items for which you have proxy bidding enabled.

Such updates are called amendments. you must review and acknowledge the amendments and place a new response.Oracle Sourcing Help To print a negotiation (for suppliers): 1.10 How do I respond to an amendment to a sourcing document? After publishing a negotiation. You are informed that the negotiation has amendments and are prompted to acknowledge them. 2. search for the negotiation for which you wish to print the contract terms by clicking the negotiation number link. you must review and acknowledge each one. search for the negotiation you wish to print by clicking the Negotiation Number link. On the Negotiations Homepage. To be eligible for an award decision. you will only be able to respond to the amended version. On the Negotiations Home page. the buyer may need to update some of the information defined in the sourcing document. 5. 4. 5. Page 174/209 . 4. 3. Click the Contract Terms link in the navigation bar. Once a document has been amended. Select the negotiation and click Respond. review the document information. When the prompt box appears. 1. To respond to a negotiation that was amended before your first response: If the amendment was made prior to your first access. Once you have acknowledged all the amendments. open and inspect the print directly. On the Acknowledge Amendment page. 3. When the prompt box appears. open and inspect the print directly or save it to a location and review the document locally.2. you can continue to respond to the negotiation normally. 2. 6. select Print Document from the Actions menu. you must have reviewed all the amendments and placed a response to the latest one. 2. 3. Click Yes. On the negotiation summary page. or save it to a location on your machine and review the document there To print contract terms only: 1. click the checkbox and then click Acknowledge. Search for the negotiation. If there are multiple amendments. Click Preview Contract Terms.

and then click the checkbox acknowledging you have reviewed the amendment. 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. On the Acknowledge Amendment page. 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 the negotiation number link to view the original negotiation and its updates. The amended versions are suffixed with an incrementing counter. You are presented any additional amendments. you are presented the first amendment. You use the Create Response page to enter your response to the buyer's negotiation. Click the suffixed number links to see the different versions of the sourcing document. To be considered for an award decision. you must acknowledge that you have viewed the amendment and placed a new response 7. 5. If you placed a response before the amendment was made. Contract terms are displayed in the Contract Terms section of the page. You can toggle between the current version and its prior version using the buttons. 6.Oracle Sourcing Help To respond to a negotiation that was amended after your first response: 1. This includes responses to any contract terms the buyer has defined. Once you have acknowledged all the amendments. 5. Click Acknowledge. 8. there may be deliverables to which you must respond.2.11 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. or click the Review Changes icon to see what information changed between a version and its prior version. 3. 2. which you must review and acknowledge. 4. The Amendment History page has entries for the original negotiation and any subsequently amended versions. The currently active version has the highest number and is the first entry in the table. If Oracle Procurement Contracts is implemented by the buying organization. Click "View Amendment History" to see the changes made to the original negotiation. you can place a new response on the negotiation. The negotiation summary page shows the original version of the negotiation. Review the information. The Review Changes page identifies the information that has changed. Click Acknowledge Amendment. Page 175/209 . 9.

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

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

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

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

5.3 Searching
5.3.1 How do I search for negotiations?

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

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

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

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

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

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

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

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

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

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

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

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or other feature. Function security means that features can be used only by users who are allowed access to the features. and (for bulk load jobs only) the job number. 6. task bar option. or multibyte languages (such as Chinese). Total Agreement Amount Page 180/209 . If you still cannot determine the cause of an error or failure. or if you cannot view or access a specific page. or if your upload does not complete. may time out before the system receives the file. you should contact your system administrator to request additional function assignments.5 Whom should I contact about technical difficulties? If you experience technical difficulties with this system you should contact your system administrator. the connection. and apply only when you have selected "blanket purchase agreement" as the auction outcome. or task bar options? All system features are controlled by function security and your userid.2 Glossary A Agreement Terms (Blanket Purchase Agreement only) Agreement terms are optional. particularly for large files. Your Sourcing responsibility assignments determine which features you can use. Agreement Start Date/Agreement End Date The period during which the blanket purchase agreement is effective. If the feature in which you are uploading allows. link. buttons. 6. Your system administrator controls function security by creating a Responsibility consisting of different functions.4 Why can't I access some pages. the steps you performed that led to the problem. Then contact your system administrator. try placing the file in a WinZip file to reduce the file size or using a faster connection to the system. 6.1.1. some browsers will not upload files or browse directories whose names contain language-specific marks such as accents or umlauts. If you receive a Task Access Restriction message. If you are using a slow dial-up connection.6 What if I have problems uploading files? Check the online Help about errors or failures.1. Note: Depending on how the system is set up. Users who are associated with this responsibility can access and perform specific features. note the error text if any.Oracle Sourcing Help 6. button. links.

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

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

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

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

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

You can enter either a straight amount or a percentage by which bids must improve. M Minimum Bid Decrement The minimum amount by which bids must decrease This is set in the auction's bid controls. bid decrement = 20% Bidder B's original bid = $1. the decrement percentage will be calculated based on a bidder's original bid price. bid decrement = $100 Bidder A's original bid = $1. but will be applied to the bidder's current bid price.Oracle Sourcing Help H I J K L Lead Time The number of days between the order date and the shipment date (not between order date and receipt date). 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). For example: Auction #1234. If you specify your bid decrement amount as a percentage. Note: A bid decrement amount will always be applied to a bidder's current bid price.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.

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

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

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. then multiplied by the item price. % of Item Price The value is divided by 100.Oracle Sourcing Help entered in a currency other than the RFx/Auction currency no does it apply to currency amounts such as Bid Total or the bid value of Fixed-Amount price elements. The price to total score ratio is then used to rank competing quotes/bids. the system will continue to automatically rebid (by the proxy bid increment/decrement amount you specify) until your proxy minimum bid price is met. While you can set the precision for unit-prices entered in a nonRFx/Auction currency when you define your currency list. The proxy bid decrement amount applies to all items on which you submit proxy bids in a single auction. The ISO standards are used automatically by Sourcing. Proxy Bid By activating proxy bid in an auction. Proxy Bid Minimum Bid The lowest price you are willing to proxy bid for any auction item. For more information see. 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 precision for amounts is automatically governed by the standards defined by the ISO (International Organization for Standardization). 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. Whenever your bid price is higher than a competing bid price. you allow the system to automatically rebid on your behalf whenever a competing bid price beats your bid price. You cannot change your decrement amount after you submit it. Fixed Amount The value is divided by the quantity of units Quote/Bidd and added to the item price. and the result added to the item price. Page 189/209 .

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

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

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

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

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

To that end. This documentation is available in HTML format. 6. and Oracle is actively engaged with other market-leading technology vendors to address technical obstacles so that our documentation can be accessible to all of our customers. 6. JAWS may not always read a line of text that consists solely of a bracket or brace. Oracle neither evaluates nor makes any representations regarding the accessibility of these Web sites. For additional information. and must be fully installed to take advantage of their features.Oracle Sourcing Help 6.3. and contains markup to facilitate access by the disabled community. The conventions for writing code require that closing braces should appear on an otherwise empty line. our documentation includes features that make information available to users of assistive technology.3.4 Product Integration and Licensing This documentation includes information about many features of Oracle Applications other than this product. services.3 Documentation Accessibility Our goal is to make Oracle products. and supporting documentation accessible. 6. a Windows screen reader. may not always correctly read the code examples in this document. with good usability. Page 195/209 . Standards will continue to evolve over time.com/accessibility/. These other Oracle Applications may require separate licenses. visit the Oracle Accessibility Program Web site at: http://www.oracle. however.1 Accessibility of Code Examples in Documentation JAWS.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. to the disabled community.

the report shows the total amount generated by each sourcing transaction.3.type (bid or quote). see Section 4.1. Amounts do not include lines where award quantity and award amount are unspedified. savings is zero. Inc. For each supplier.1 What are the Sourcing Intelligence reports I can generate? You can generate any of the following Sourcing Intelligence reports: Awards by Supplier report Savings by Category report Awarded Bids Detail report Awarded Quotes report Perspective for Java licensed from Three D Graphics.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). You can sort the report by clicking on the any of the underlined column headings To run the Awards by Supplier report. 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.1 «How do I run the reports?" Notes: Note the following when generating and evaluating report information o o o Any report displaying calculated amounts does not include any RFI amounts.Oracle Sourcing Help 7.1. If Current Price is not available. Inc. Copyright 2000 Three D Graphics. 7. Page 196/209 . Appendix 7.

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

2. enter a name and description of your list and select a status. Note the following when generating and evaluating report information: o o o o When entering a category search parameter. Click "Attribute" under the Reusable Lists area of Quick Links on the Negotiations Home page . Active lists are available for use by buyers during negotiation creation. Page 198/209 . 3.Oracle Sourcing Help 7. the report reflects only the system-hosted catalog item categories.4 What is the Awarded Quotes report? The Awarded Quotes report displays information about the selected RFQs that have been awarded in the system. To create an attribute list: 1. savings is zero. click either Create Header Attribute List or Create Line Attribute List . 7. 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. Any report displaying calculated amounts do not include any RFI amounts. Buyer cannot create inactive lists . Blanket Purchase Agreement. 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). On the Create Header Atttribute List/Create Line Attribute List page. Amounts do not include lines where award quantity and award amount are unspedified.2.2 Reusable Attribute Lists 7. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. On the Reusable Attribute Lists page. see "How do I run the reports?" Note: For the Auction Outcome report parameter. or All Outcomes. To run the Awarded Quotes report. If Current Price is not available. You can view individual quote details by clicking the quote number.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.1. select Standard Purchase Order.

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

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

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

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

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

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

1 About Clauses A standard clause is the legal or business language used to author a contract. Apply the contract template to a business document. You can create and modify standard clauses in the Library.2 “About the Contract Terms Library”). 3. 7. 2. 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. the text of a standard clause in the business document can be changed. or you can leave the clauses in draft form. all the clauses in the contract template automatically become standard clauses in the business document.Oracle Sourcing Help 7. at which point the clause becomes a non-standard clause. or a standard clause that you edit and make non-standard. Clauses are drafted based on both business and statutory requirements. Non-Standard Clauses Non-standard clauses exist only in business documents. These templates can then be used to default clauses and deliverables on a contract. Unless protected. A non-standard clause is a clause that you create to add in directly into the business document. Add the clauses to a contract template.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. You can create templates that include both clauses and deliverables. Page 205/209 .9. the contract template can contain both approved and draft clauses. After you apply the contract template to a business document. Approve the contract template. not in contract templates. Prior to approval. Standard Clauses A standard clause is a clause defined in the Library (See Appendix 7. In order to make standard clauses available to be used in business documents. You can either approve clauses before adding them to the contract template. you must perform the following steps: 1.9.

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

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

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

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

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