Services Procurement – Complex Services iProcurement and Sourcing

01/29/08

This document outlines the creation of the Complex Services requisition sample in iProcurement, the RFQ generation from the same requisition, the sample of the negotiation process, and the outcome Purchase Order. First the steps executed. Then, the same steps with the screenshots illustrating the sample. The buyer will request a complex service via a requisition in iProcurement. Then convert that demand into a Sourcing negotiation with complex terms (advances, recoupment, retainage, etc). Suppliers will bid on the negotiation and buyer will in turn award to a supplier and generate a PO. A. Steps to create the requisition, the RFQ, Quote, Completion of the RFQ and the PO generation. 1. Create a requisition with Item Type: Goods or services billed by amount with RFQ required flag checked. 2. Accept the default values and submit the requisition. 3. Requisition is created. Take note of the number. 4. Check if there is a document style for Complex Services. . If not, create one: . Go to Purchasing responsibility > Setup > Purchasing > Document Style. . Click Create. . Enter a name . Enter Display Name for Purchase Order. . Check Commodities Good and Services. . Check the Complex Payments options: - Advances - Retainage - Progress Payments - Pay Items: Rate and Lump Sum. 5. Go to Sourcing Super User responsibility. . Choose unassigned requisitions . Select the requisition. . Change outcome to Complex Services PO (the one created above) . Click Add. 6. Click Create. 7. Go to Lines. . Check box Suppliers can modify Pay Items.

. Click negotiable for: Advance Amount, Recoupment Rate (%),Maximum Retainage Amount, and Retainage Rate (%) 8. Click Update pencil in the item
Enter values for: . Advance Amount . Recoupment Rate (%) . Maximun Retainage Amount . Retainage Rate (%) 9. Under Pay Items click Add another row . Add Type Lump Sum, Rate and Milestone 10. Enter the RFQ Controls 11. Apply Contract Template (optional) 12. Add suppliers to RFQ 13. Publish the RFQ 14. Log as supplier in Sourcing Supplier responsibility. 15. Click the RFQ. . Create Quote 16. Enter quote information 17. Click Update pencil. . Enter the quote infromation. Click Apply 18. Click Continue and Submit the quote 19. Log as the buyer in Sourcing Super User responsibility. . Click the link of the RFQ. . Review and close the RFQ. 20. Award by Line 21. Save Award 22. Choose action Complete Award from the RFQ page.

23. Submit the PO 24. Check the PO in Buyer Workbench Orders to see the PO generated. B. Screenshots showing the sample of the process.

1. Create a requisition with Item Type Goods or services billed by amount with RFQ required.

2. Submit the requisition.

3. Requisition is created .

.

Go to Sourcing Super User responsibility Select the requisition. .4. Change outcome to Complex Services PO Click Add.

.

.5. Following the Document Style for Complex Services.

Click Create. .6.

Go to Lines. Check box Suppliers can modify Pay Items.7. Click Update pencil in the item . Recoupment Rate (%). and Retainage Rate (%) 8.Maximum Retainage Amount. Click negotiable for: Advance Amount.

Maximun Retainage Amount . Retainage Rate (%) 9. Under Pay Items click Add another row . Advance Amount .Enter values for: . Recoupment Rate (%) .

Add Type Lump Sum. Rate and Milestone .

Enter the Controls .10.

Apply Contract Template (optional) .11.

12. Add suppliers .

Publish the RFQ .13.

14. Log as supplier in Sourcing Supplier responsibility. .

Click the RFQ. Create Quote .15.

.16. Enter quote information 17. Click Update pencil.

Click Continue and Submit the quote.Enter the quote infromation. Click Apply 18. .

.

.

.

.

20.19. Award by Line . Log as the buyer in Sourcing Super User responsibility. Click the link of the RFQ. Review and close the RFQ.

.

21. Save Award .

Choose action Complete Award from the RFQ page. .22.

.

23. Submit the PO .

File: ponwfau7.wft 24.The Workflow Processe is: Complete Sourcing Auction Item Type: PONCOMPL . Check the PO in Buyer Workbench Orders .