Oracle Sourcing User Guide

Contents

Title and Copyright Information

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Preface

Oracle Sourcing Help

Getting Started

Getting Started with Negotiations
Using Oracle Sourcing
Frequently Asked Questions: Oracle Sourcing
What is Oracle Sourcing
Negotiation Types
Negotiation Styles
Start Price and Target Price
Using Shortcuts to Create a Sourcing Document
Using the Spreadsheet Functionality
Responding to the Same Negotiation
Changing the Close Date of a Published Negotiation
Retracting a Response
Creating an Attribute Based Negotiation
Awarding Business to Bids or Quotes from the Previous Round When a New Draft Exists
Understanding Auction or RFQ Item Numbers
Canceling a Negotiation with Backing Requisitions in PO
Working with Multi-Attribute Scoring
Accepting Negotiation Responses in Multiple Currencies
Inviting Companies to Participate in a Negotiation
Receiving Notifications
Receiving Reminder E-mail Notifications
Acknowledging Intent to Participate Before Submitting Responses
Responding to a Negotiation that your company owns
Inviting Additional Suppliers to an Auction or RFQ
Checking Created Purchase Orders after Completing Auction or RFQ
Getting Started with RFQs
Getting Started with Auctions

Help for Sourcing Buyers

Buyers - Using the Negotiations Home Page
Creating Negotiations
Understanding Earnest Money Deposit (EMD)
Creating Auctions and RFQs
Creating a Negotiation
Creating a Request for Information
Using the Demand Workbench: Requisitions
Requisitions: Demand Workbench
Creating a Negotiation Header
Managing Responses in Multiple Currencies
Restricting a Supplier to a Particular Currency
Using Lots and Groups
Adding Lines to a Negotiation
Defining Service-Related Lines
Understanding Response Controls
Approving an Award Recommendation
Conducting Research on a Particular Supplier
Inviting Suppliers to Participate in a Negotiation
Restricting Suppliers to Particular Negotiation Lines
Submitting a Negotiation for Approval
Reviewing and Publishing a Negotiation
Using templates, spreadsheets, and lists
Using Sourcing Document Templates
Creating Negotiation Templates
Creating and Editing a Reusable Invitation List
Using an Item Category in a Negotiation
Using Attributes or Price Factors in a Negotiation
Using line attributes, attribute scoring, cost factors, and price breaks
Using Requirements
Defining Requirements
Using Team Scoring
Defining Scoring Teams
Adding Line Attributes to Negotiation Lines
Adding Line Attributes to Auction or RFQ Lines
Basing Award Decisions on Line Attributes
Defining Weighted Attributes and Scores for Negotiation Lines
Understanding Transformational Bidding and Quoting
Using Cost Factors
Creating Cost Factor Lists
Associating Cost Factors and Cost Factor Lists with Negotiation Lines
Applying a Buyer Cost Factor to a Supplier
Using Price Tiers
Analyzing Price Breaks
Additional creation topics
Renegotiating an Existing Blanket Purchase Agreement
Using Negotiation Strategies
Using a Sourcing Event
Using Two-Stage RFQs
Using a Two-Stage Surrogate Quote
Using Draft Negotiations
Using Abstracts and Forms
Using Notes and Attachments
Using a Deliverable in a Negotiation Document
Copying a Sourcing Document
Viewing Backing Information for AutoCreated Lines
Using Amount Based Line Types
Using Approvals Management Engine (AME) in RFQs, RFIs, or Auctions
Working with Collaboration Teams
Processing Notifications
Understanding Security Levels
Negotiating Complex Services
Using Global Agreements
Understanding Large Negotiations
Using Oracle Services Procurement and Oracle Procurement Contracts
Negotiating for different kinds of Services
Using Contract Terms and Conditions in a Negotiation
Managing Schedules of a Negotiation
Monitoring Negotiations
Finding Negotiations
Tracking Negotiations
Viewing Responses
Responding on Behalf of Suppliers - Surrogate Bid
Viewing the Published Negotiations section
Using Live Console to compare Bids or Quotes
Using the Monitor Supplier Activities page
Downloading Responses
Analyzing Responses
Communicating While a Negotiation Is in Progress
Inviting Additional Suppliers to a Negotiation
Extending an In-progress Negotiation
Changing AutoExtend Settings
Shortlisting Suppliers
Initiating a New Round of Responses
Closing a Negotiation
Pausing a Fast-Moving Auction
Creating an Amendment to a Negotiation
Printing Negotiation Information
Canceling or Deleting a Negotiation
Managing Deliverables Assigned to a Negotiation
Awarding Negotiations
Unlocking and Unsealing a Sealed RFQ or Auction
Scoring Responses to a Negotiation's Requirements
Using Knockout Scores
Completing a Two-Stage RFQ
Awarding in different ways
Awarding Business in an RFQ or Auction
Using Award Optimization
Using Supplier Incentives
Using a Downloaded Spreadsheet to Award Negotiation Items
Allocating Awarded Items Among Suppliers
Disqualifying Auction or RFQ Responses
Using the Award Summary Page
Viewing Negotiation Information
Submitting Award for Approval
Viewing Award Approval History
Generating a Purchase Order Document
Understanding Contract Binding
Using Search

My Profile

Updating Sourcing Personal Options

Initiatives

Overview
User Procedures

Sourcing Buyer Intelligence Reports

Introduction to Sourcing Intelligence
Sourcing Intelligence
Generating Buying and Selling Intelligence Reports
Exporting Report Data to a Spreadsheet
Running Reports
Intelligence Reports for Buyers
Awards by Supplier Report
Savings by Category Report
Savings by Item Report
Awarded Bids Report
Awarded Quotes Report

Help for Sourcing Suppliers

Suppliers - Using the Negotiations Home page
Responding to Negotiations
Finding Negotiations in which to Participate
Viewing Negotiation Details Before Responding
Viewing Notes and Attachments Associated with a Negotiation
Responding to a Negotiation
Responding to a Request for Information (RFI)
Submitting a Bid or Quote Online
Downloading a Spreadsheet and Bidding or Quoting Offline
Understanding Special Terms and Conditions for a Negotiation
Using Line Attributes and Cost Factors while Responding to a Negotiation
Understanding Modified Response Price
Responding to a Deliverable Defined for a Negotiation
Responding to a Service-Related Line
Rebidding or Requoting on RFQ or Auction
Responding to a Negotiation that has gone to an Additional Round of Responding
Responding to an Amendment to a Sourcing Document
Withdrawing Responses
Using Quick Links
Understanding AutoRefresh
Using Power Bidding
Using Proxy Bidding
Turning off Proxy Bidding
Monitoring Negotiations
Suppliers - Monitoring Negotiations
Monitoring Negotiations as a Supplier
Tracking the Status of Responses
Viewing the Disqualified Responses Page
Viewing the Awarded Items Page
Viewing the Rejected Items Page
Printing Negotiation Details
Searching for Negotiations

Glossary

Glossary

Index