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Oracle Contract Lifecycle Management For Public Sector Sourcing User Guide
Release 12.1
Part Number E18425-02
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Negotiations Tab

Solicitations Overview

Solicitation is the phase where the Government solicits and negotiates awards or renegotiates existing contracts with contractors enabling them to efficiently obtain the best possible prices for goods and services. Prices could be established based on actual supply and demand at the time the solicitation is transacted.

In a typical scenario, once the procurement office receives the approved PR from the requestor, they make a decision on how to source the requirements. In a number of instances, the decision is to fold the requirements into a formal solicitation package to receive competitive proposals from interested suppliers. A contract specialist prepares the solicitation package and, based on the value of the procurement, submits a pre-solicitation notice to FedbizOpps announcing the procurement office’s intent to release a solicitation. Upon posting of this notice, the contract specialist finalizes and releases the solicitation. In most cases, solicitations are public and any supplier, capable of fulfilling the requirements, is eligible to respond. However, there may also be instances, where the specialist may choose to direct the solicitation to a constrained number of competitors because of the specific nature of the supplies or services required. In some other instances, the procurement office may also choose to combine elements of both the above instances, direct the solicitation to an identified set of suppliers, and open the competition to other public suppliers.

The type of information found in a typical solicitation as well as the ultimate award document would include, among others, the following:

You use the Negotiations tab to perform the activities related to solicitations.

The Solicitations tab displays a list of Published Negotiations, Draft Negotiations, and Incomplete Tasks. Click Full List to view the entire set of published solicitations.

The Quick Links section on the Solicitations tab enables you to access and perform the following activities:

Creating Negotiations

Creating a Solicitation

Using templates and lists

Using line attributes, attribute scoring, price factors, and price breaks

Creating a Solicitation

Use the instructions on this page to create Solicitations.

These are the main steps to creating a new solicitation:

If you have previously created a solicitation, you can save time by copying an existing solicitation. You can also create new solicitation quickly by applying a solicitation template. You can create a solicitation and save it as a draft before submitting it. This allows you to return to the creation process at a later time or have multiple people working on the same solicitation. You can also quickly collaborate on the solicitation by using the Online Discussion button.

Creating a Solicitation Header

When you create a new solicitation, your first step is to create your solicitation header. This header contains negotiation level information related to the entire negotiation.

To create your negotiation header: Some of the fields display default data, and you need to enter details in the relevant fields (*indicates a required field):

Viewing and Entering Address Details

When you create a new solicitation, the application automatically displays the addresses for the Issuing Office, COTR Office, Requesting Office, and the Property Administration Office.

Each address row consists of the following information: Address Details, Address Type, Location Address Code and Contact.

After you have entered the solicitation header, click the Addresses link to access the Addresses page associated with the solicitation.

  1. Click Show to view the details of the address. Alternatively, choose another location and address code to associate with the solicitation.

  2. Search and associate a contact with the solicitation.

See: Addresses, Oracle Contract Lifecycle Management for Public Implementation Guide for more information on how to implement addresses.

Adding Lines to a Negotiation

When you create a new solicitation, or edit a draft negotiation, you must identify the goods or services you want to purchase or for which you want quotes. To do this, you can use Contract Lines and Sublines. Sub-lines or SLIN represent the sub-line in a Contract. Contract sub-lines provide flexibility to further identify elements within a contract line item for tracking performance or simplifying administration.

Every solicitation line is automatically numbered, however you can change the numbering of a line. The Contract Line (CLIN) and Sub-line (SLIN) structure is used in all CLM solicitation documents, including modifications and amendments to solicitations. Contract Lines or CLIN capture information about the item or service to be acquired as separate contract line items. A Contract Line (CLIN) can be a priced line or an informational line. Similarly, Sub-Lines, which are used to capture additional information about the CLIN, can be priced sub-lines or informational sub-lines.

CLIN numbers are always 4 digit numeric values that fall in the range 0001-9999. Duplicate numbers are not supported by the system and an error message displays if a duplicate number is found. A segment with 4 digit numeric values from 0001 – 9999 is defined for each document. The numbers are sequentially generated.

SLINS are Sub-lines that use a 6-character numbering format – numeric or alphanumeric. The first 4 digits of the SLINs are populated with the parent CLIN number. The next 2 digits are automatically generated, based on whether the SLIN is a Priced sub-line or an Informational sub-line. You cannot update SLIN numbers. If the SLIN is Informational, the last 2 digits are always numeric values in the range 01-99. If the SLIN is Priced, the last 2 digits are always alphabetical values ranging from AA to ZZ (except the alphabets I and O which are not used in number generation at all).

Lines are usually Quantity Based (for items/supplies) or Amount Based (for services). Depending on the Line Type that is selected, the Item/Job field is enabled (for Quantity Based types) or disabled (for Amount Based types).

You can choose to create an option line on a solicitation document that you intend to exercise at a future point in time. Instead of modifying the source document at a future date, you can enter the anticipated options on the original award.

See: Contract Line / Sub-Line (CLIN / SLIN)

See: Options

To add lines online:

  1. From the navigation bar in the top left corner, click Lines.

  2. On the Create Solicitation Lines page, select how the line will be ranked and how the ranking will be displayed.

    If you wish to score and weight your lines, select Multi-Attribute Scoring as the Ranking type. Also specify the ranking display method and whether to display the scoring criteria to suppliers based on the line level attributes.

  3. Your Sourcing Administrator would have defined the default types of cost factors available to negotiations, however, you can override this value if you wish to use different types of cost factors.

  4. Select the Suppliers see their offer price transformed check box to enable suppliers to view how a price change affects their bid.

  5. If the document outcome for your negotiation is an award, and you wish to use price breaks, you can specify a default price break type for all negotiation lines by selecting a value from the Price Tiers menu (the initial default for this menu is defined by the Sourcing Administrator). You can override this value at the line level as necessary.

  6. Add your negotiation lines by selecting the appropriate method from the Actions menu. You can Create a CLIN, Create a Line from a Catalog, Create a Line from Favorites, Import Lines, and Delete all Lines. Select the appropriate entry from the Actions menu and click Go.

  7. Click Organize Lines to move lines and sub-lines in different ways to recreate your CLIN/SLIN structure. Choose the relevant option from the Select Actions list on the Organize Lines page. You can Move Before a selected line or Move after a selected line. For example, if there are 5 CLINs, CLIN 4 can be moved to position 1, in which case, CLINs 1 to 3 will be pushed down by one position and CLIN 5 will retain its position. You can also move a selected line as a Sub-line under a selected line. For example, a SLIN is added to a different CLIN, or a SLIN is taken out of a CLIN and made into a CLIN. You can also add a SLIN to the CLIN. You can add a priced CLIN to an informational SLIN. You can add an informational CLIN with priced SLINS. However, you cannot have priced CLINs containing priced SLINs.

  8. Click Delete to delete a line from the solicitation.

  9. Click Copy to duplicate the selected line and place it below the original line. You can then view the Update Line page and enter/edit additional line information.

To add an independent CLIN:

  1. On the Lines: Create Line page, provide the following information. *Indicates a required field :

  2. When you have finished entering your line information, click Apply. You return to the Create: Lines page and the line you just entered appears in the Lines table. To enter another item online, click Go. Follow the preceding instructions. Note that if your negotiation is a large or very large negotiation, you only see the line(s) you just created in the Lines table (if you used spreadsheet upload, or added lines from the Catalog or your Favorites, you could have created multiple lines). To display more lines, you must use the Search facility.

To bulk load lines from a spreadsheet:

  1. Select Import Lines to add lines to a negotiation.

  2. On the Lines: Import Spreadsheet page, click Export.

  3. Save the .zip file to a convenient location on your machine.

  4. Open the Instructions file (the .htm file) and follow the directions to complete the template.

  5. When you have completed the template, return to the Lines: Import Spreadsheet page, navigate to the location of your completed spreadsheet file, and click Import.

  6. If there are errors with the upload, error messages are displayed describing the errors. For each error, the message will indicate the spreadsheet line, the column, and a description of the error. Access the spreadsheet, correct the errors and try uploading again.

    If the upload is successful, the lines that you have uploaded are listed on the Create: Lines page.

  7. When the upload has completed, the lines that you have uploaded are listed on the Add Lines page.

Understanding Response Controls

When you create a new solicitation, you set response controls to determine the negotiation duration, participants, responding frequency, open and closing times and many other variables.

After you have entered the solicitation header, and added lines, click the Controls link to access the Create Controls page for that negotiation. Complete the following fields as appropriate for the solicitation type. You must have created your solicitation header before you can create controls. Note that for fields where you enter a date and time, the default time value the system uses is the time when you entered a value in the field. You can edit the value to change the time if needed.

Note:If you specify that participation is by invitation only, you must invite at least one supplier to participate.

Using Contract Terms and Conditions in a Negotiation

If Oracle Procurement Contracts is installed and licensed, then as a Contract Expert, you can create contract terms and apply them to your negotiation . You can use contract terms to specify legal and other requirements for your negotiation. Using contract terms is an easy way to create and maintain standardized contract text which can be customized as needed. You need the Contracts Terms Library Administrator responsibility to create and maintain clauses and contract templates in the Contract Terms Library. You need the Manage Contract Terms responsibility to create and maintain contract terms on negotiation documents .

To apply contract terms to your sourcing document:

  1. On the Create Solicitation page, click Contract Terms in the navigation bar at the top left side of the page.

  2. On the Create Solicitation: Define Contract Terms page, search for and select a contract template from the list of values. See the Oracle Procurement Contracts online help for information on using contract templates.

  3. Click Apply Template.

  4. You can edit the clauses applied by the template as needed. You can add, delete or modify text. See the Oracle Procurement Contracts online help for instructions on modifying clauses.

    Note: If you require any amendment clauses, then indicate the clause as specific for Modifications or Amendments at the time of creating the clause to incorporate these into the Solicitation Amendment. Amendment clauses are clauses that apply to the amendment but are not a part of the conformed copy of the solicitation.

  5. Select Validate from the Actions menu to verify the validity of the contract terms you are defining. If you receive any error messages, you must correct them and validate again.

  6. When you have completed your contract terms, continue by either clicking Suppliers to define a supplier invitation list, or clicking Review to inspect the negotiation prior to publishing it.

Inviting Suppliers to Participate in a Negotiation

Inviting suppliers

After entering your solicitations header, lines, and any response controls, you can create a participants list on the Create Solicitation: Suppliers page:

  1. Select how you wish to search for suppliers:

  2. From the search results, select the suppliers you wish to invite and click Add to Invited Suppliers. You can continue to search and add additional suppliers.

    You can click the Register New Suppliers button to create a registration request on behalf of a new supplier (if you have the authorizations, you can both register and approve the supplier). The prospective supplier is added to the invited suppliers list.

  3. Once you have added all your suppliers, click Apply. You return to the Create Solicitation: Suppliers page.

  4. If there are multiple supplier sites (Supplier Site is another term for Address Name), select the specific site you wish to invite to the solicitation. Users at different sites for the same supplier can each submit a response.

    If there are multiple contacts for each site, select which contact you wish to notify about this solicitation from the contact list. Additionally, if you know the e-mail addresses of any other contacts at the company (including possibly a distribution list), you can enter it in the Additional Contact Email field (approved suppliers only).

    If the contact is specified in the Additional Contact Email unregistered, a notification is sent to invite the contact to register and participate in the negotiation. The supplier user receives an email notification with the negotiation invitation and a link to access the user registration page. Once the registration request has been approved, the user can participate in negotiations.

    Note that if you added a line from the Catalog or one of your Favorites Lists, there may be a supplier associated with that item. If so, that supplier has been added to your invitation list and you must select a contact.

    The system sends notifications to the invited suppliers providing them details of the solicitation.

Registering Suppliers

If you know the necessary information about a supplier, you can register that supplier directly through Sourcing. The supplier then shows up as a prospective supplier and can be added to an invitation list using the directions above. A registration request is generated for the invited supplier user. Once the registration is approved, that supplier user can respond to the negotiation. If you have the necessary authorizations, you can both register and approve the supplier. The supplier user shows up with the address added as an RFQ-only site for the supplier.

Note:You can also invite and register additional suppliers while the negotiation is in progress. Your invitees will receive email notifications inviting them to participate once the negotiation is successfully submitted.

Submitting a Solicitation for Approval

If any members of the collaboration team are designated approvers, you must obtain their approval on your solicitation document before you can publish it. All approvers must approve the document. Once you submit your document for approval, the approvers are sent notifications requiring their interaction. An approver can approve the negotiation document or reject it, in which case you receive a notification of the rejection. The rejection notification may include a request for more information or additional information explaining the reason for the rejection.

To submit a solicitation for approval:

  1. Create your negotiation. On the Create Solicitation: Header page ensure that all necessary approvers are included on the Collaboration Team and marked as Approvers.

  2. Enter the other details to create your negotiation.

  3. From the Actions menu, select the appropriate action. You can choose from Printable View, Online Discussions, and Save as Draft.

  4. On the Create Solicitaion: Review page, click Submit for Approval.

  5. Optionally enter a note to the approvers. Otherwise click Submit.

During the approval process, you can view a table displaying the events that have occurred concerning your approval submission. These include your initial submission and any approvals or rejections your document has received.

To view the approval status of a solicitation document:

  1. Access the document (the document will be in Draft status)

  2. On the Manage Draft Negotiations and Amendmentspage, select the negotiation and click Review and Submit.

  3. On the Create Negotiation: Review page, select View Approval History from the Actions menu and click Go.

  4. Once all approvers have approved the document, the Publish button becomes available on the Create Solicitation: Review page. Click Publish to open the negotiation for preview or responding.

Printing Information

As a Contracting Specialist/Contracting Officer, you may want to view and print the PDF of a Solicitation. You can create solicitation documents in the system and specify the applicable standard form to capture the necessary data. The standard forms for the solicitation are SF18, SF33, SF1449, SF1447, and SF1442. The SF18 is used to request quotes for simplified purchases, the SF1449 is used for commercial items purchases (simple or complex), the SF1442 is used for construction purchases, the SF33 is used for other purchases. The document formats for solicitation are UCF (Uniform Contract Format) and COM (Commercial). The format in which the document prints depends on the standard form and document format you chose when creating the solicitation header.

To print a draft PDF:

  1. Search for and select a draft solicitation.

  2. Click Review.

  3. Select View PDF from the Actions list.

  4. Click Go. The PDF document displays. This document contains the specific standard form and document format you specified when creating the solicitation. The printable PDF of the solicitation is marked as Draft. Print the PDF.

    See: Creating a Solicitation Header

To print a published PDF:

  1. Search for and select a published solicitation.

  2. Select View PDF from the Actions list.

  3. Click Go. The PDF document displays. This document contains the specific standard form and document format you specified when creating the solicitation. Print the PDF.

    See: Creating a Solicitation Header

Printing Solicitation Amendments

You can print individual solicitation amendments on a standard form SF30 including the system generated change statements that reflect the additions, changes and deletions made in the amendment (from the previously-conformed solicitation).

You must print a draft solicitation amendment to enable the contracting officer to view the official document (so that they can update it as required prior to approval).

See: Creating a Solicitation Amendment

See: Generating a Description

Printing Conformed Solicitations

You can print the conformed solicitation on the applicable standard form including both the latest summary level and all of the associated line item information. The conformed copy is point in time view of the solicitation with all the amendment changes applied.

See: Conforming a Solicitation Amendment

Creating and Managing Events

A sourcing event is group of related solicitations. You may want to create a sourcing event if you need to monitor several related solicitations as a group rather than individually. You may also want to create an event if you want to encourage respondents to participate in multiple, similar solicitation.

To use events, you first create an event. Once the event is created, you can associate negotiations with the event while creating the negotiation on the Create Header page. You can continue to associate negotiations with the event until the event's inactive date is reached.

To create a sourcing event:

  1. Click Event under the Create area of Quick Links on the Negotiations Home page.

  2. On the Create Event page, enter a title, description, and an inactive date. Your event is opened as soon as it is created. You can then start associating solicitations with it. You can continue associating solicitations with the event until its inactive date is reached .

  3. Click OK. This takes you to the Manage Events page.

To manage a sourcing event:

  1. Click OK on the Create Event page, or Events from the Manage area of Quick Links on the Negotiations Home page to navigate to the Manage Events page.

  2. To see event details, click the event number link.

  3. To see the negotiations associated with the event, select the event and click View Negotiations. Note that any draft negotiations associated with this event are not shown.

  4. To cancel an event, click Cancel. You have the choice of canceling only the event or canceling the event and all negotiations associated with it as well.

  5. To modify an event's information click Update Event. On the Update Event page, you can modify the description and inactive date. Note that you can move the inactive date forward in time to extend an event. You can also move an inactive date backward although not prior to the current date/time.

Managing Deliverables Assigned to a Solicitation

Deliverables are additional requirements which must be provided by a supplier as part of the solicitation process. For example, a buyer may ask a supplier to provide copies of personnel certification, a detailed project plan, or delivery schedule before the buyer will consider finalizing a contract with that supplier. If Oracle Procurement Contracts is installed and licensed, you can create and manage deliverables for your solicitations .

At any point in time, you may have many solicitations in progress, some of which will require deliverables. You can easily view the status of all your deliverables. This allows you to quickly pinpoint any solicitations that are at risk because a deliverable has not been provided.

To view and update your deliverables:

  1. Click "Deliverables" under Manage in the Quick Links section of the Negotiations Home page.

  2. On the Manage Deliverables page, enter enough search values to restrict the results to the deliverable(s) in which you are interested.

  3. When results are displayed, scroll if necessary to find your deliverable.

  4. To update the information on a deliverable, 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):

  5. When you are finished updating the deliverable information, click Apply .

Conducting Research on a Particular Supplier

You can use Oracle Sourcing's advanced supplier search facilities to search for suppliers based on a single or a complex combination of search values. Using Sourcing's Supplier Research capabilities, you can search supplier information contained in supplier profiles, the Approved Supplier List, or the history of recent sourcing transactions.

Using Supplier Research

You can use the Supplier Research feature to identify suppliers to add to a solicitation or a reusable invitation list you are creating. You can search for a particular supplier by name or use other search criteria to identify a single supplier or a group of suppliers. As you identify appropriate suppliers, you can add them to an invitation list and then apply the list to the solicitation you are creating. You can also save the list to apply to future solicitations.

You can also conduct in-depth research on recent sourcing transactions that you have conducted with a particular supplier. You can search the supplier's profile, see the supplier's recent transaction history, and view Approved Supplier List or contact information for that supplier.

Identifying Suppliers

There are several methods you can use when searching for a supplier or group or suppliers. You can use a single search value or a combination of multiple search criteria to tailor your search as broadly or narrowly as needed. You can also combine the multiple search types discussed below:

To search by supplier name:

  1. On the Supplier Research page, enter the name (or initial part of the name) for the supplier in the Supplier Name field and click Search.

  2. To add a supplier to a solicitation's invitation list, select the supplier(s) from the search results display and click Add to Invitation List.

  3. To view supplier information, click the supplier name link.

To search a supplier's profile, the Approved Supplier List, or transaction history using a category or commodity:

  1. Select either Commodity or Category.

  2. Enter a commodity or category value, or use the flashlight icon to search for and select a value.

  3. Select any combination of Supplier Profile, Approved Supplier List, and/or Solicitation History.

  4. Click Search.

To search the Approved Supplier List or Business Classifications information:

If the ASL and Business Classifications search fields are not already displayed, click "Show ASL and Business Classifications Criteria."

To search the Approved Supplier List:

  1. Select an inventory organization from the drop down menu.

  2. Enter a search value for one of the ASL search fields, or use the flashlight icon to search for and select a value.

    Note: Searching by Item Description displays approved suppliers of any items whose item description includes the text you enter. searching by Manufacturer displays any suppliers who are defined as distributors for that item. Use ASL Status to search for suppliers with a particular status, for example, Approved.

  3. Click Search.

To search by Business Classification

  1. From the drop down menus, select all appropriate search values.

  2. Click Search.

Viewing Supplier Information

Once you have identified a supplier in which you are interested, you can view in-depth information on that supplier by clicking its name link.

Creating Solicitation Templates

If the majority of the solicitations you create contain the same features - attributes, terms and conditions, participation controls, etc. - you may want to create an solicitation template that you can use each time you create a new solicitation. Using a template saves time by streamlining the creation process. Your solicitation template contains the features that are similar among the solicitations you commonly create. When you create a new solicitation using a template, you simply apply the template to the solicitation, add to and edit details of the negotiation (as necessary), and publish your solicitation.

You can create as many templates as necessary. Since RFIs, and RFQs, are different documents, each type has its own template(s). You can create both "private" templates (templates that only you can view, edit, and use) and "public" templates (templates that all registered users in your company can view and use).

Creating a new solicitation template:

  1. Click the appropriate create link under the Templates area of Quick Links on the Negotiations Home page.

  2. On the Templates page, click "Create New Template."

  3. On the Step 1: Describe Your Template page, complete the following fields (required fields are marked with an *asterisk):

  4. Click Review.

Creating and Editing a Reusable Invitation List

If you typically invite the same core group of suppliers to many of your solicitations, you can add these participants to a reusable invitation list. An invitation list can help standardize your business practices by ensuring that all appropriate participants are invited to targeted solicitations. You can add an invitation list(s) when creating a new Sourcing document; you can also attach an invitation list(s) to a Sourcing document template.

To create a new invitation list:

  1. Click Invitation under the Reusable Lists area of Quick Lists on the Negotiations Home page.

  2. On the Invitation Lists page, click Create New Invitation List.

  3. On the Create Invitation List page, complete the following fields (*indicates a required field):

  4. Click Add Suppliers, then search for suppliers to add to your invitation list.

  5. Select the supplier(s) and click Add to Invitation List.

  6. If the supplier you selected has multiple sites defined in the system, you can choose a specific supplier site to associate with this list (Supplier Site is another term for Address Name).

  7. If you wish to add more suppliers to your list, click Add Suppliers again and follow the perceiving instructions. For a supplier with multiple sites, you can add an entry for each site for that supplier if you choose .

  8. When you have finished adding suppliers, click Submit.

To edit an invitation list you have created:

  1. To edit an invitation list you have created:

  2. Search for the list you wish to update.

  3. On the search results page, find your list, then click Edit. If you are have the Manage Invitation Lists job function, you can edit public lists.

  4. On the Edit Invitation List page, update your list description, status, and access as appropriate. You can also add or delete suppliers.

  5. When you are finished, click Apply.

Creating and Editing a Reusable Attribute List

When you add a line to a new solicitation, you may choose to add one or more line attributes to that line. Line attributes define unique specifications that you set for a negotiation line, and the details that a participant should provide when responding to that negotiation line. 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.

To create a reusable attribute list:

  1. Click Attribute under the Reusable Lists area of Quick Lists on the Negotiations Home page.

  2. On the Reusable Attributes List page, click Create Attribute List to create a new attribute list and complete the following fields (*indicates a required field):

  3. Click Apply when you are done.

To update a reusable attribute list:

  1. Click Attribute under the Reusable Lists area of Quick Lists on the Negotiations Home page.

  2. On the Reusable Attributes List page, search for the Attribute List to update.

  3. Make the required updates and click Apply when you are done.

Creating and Editing a Reusable Requirement List

You can request that participants in your solicitation rovide high-level information beyond simply information provided for each solicitation line. This high-level information often solicits details about the supplier company itself. Note that participants could be both external, such as the suppliers themselves, or internal, such as approvers. Such high-level pieces of information are referred to as Requirements for the solicitation.

To create a reusable requirement list:

  1. Click Requirement under the Reusable Lists area of Quick Lists on the Negotiations Home page.

  2. On the Reusable Requirement Lists page, click Create Requirement List to create a new requirement list and complete the following fields (*indicates a required field):

  3. Click Apply when you are done.

To update a reusable requirement list:

  1. Click Requirement under the Reusable Lists area of Quick Lists on the Negotiations Home page.

  2. On the Reusable Requirement Lists page, search for the requirement list to update and make your changes.

  3. Click Apply when you are done.

Creating and Editing a Reusable Cost Factor List

Reusable cost factor lists allow you to group several cost factors which are related or are typically used together. For example, you might create a cost factor list identifying normally expected transportation costs, for example, freight charges or import duty fees. Or you might create a list that identifies additional services such as consulting or training that will be required by a particular negotiation item. Once you have created a cost factor list, you can apply that cost factor list to any negotiation containing items to which those cost factors are applicable. You can create new cost factor lists or edit existing lists.

You must be assigned the Create Reusable Cost Factor Lists job function to create these lists.

To create a new cost factor list:

  1. Click the Cost Factor link under Reusable Lists on the Quick Links section of the Negotiations Home page.

  2. On the Cost Factor Lists page, click Create Cost Factor List.

  3. On the Create Cost Factor List page, enter the following information:

  4. From the Cost Factors menu, select the cost factor you wish to add and click Add to List. To add additional cost factors, select the and click Add to List. Continue until you have added all the you need. After you have added the last cost factor, click Apply. If you wish to delete any from the list, select the cost factor and click Delete. Clicking Cancel discards any changes you have made, and returns you to the Cost Factor Lists page.

    Note: You cannot add inactive cost factors to a cost factor list, but if a cost factor in a list is made inactive, an error message displays. You must remove the element from your list, activate it, and then add it to the list again. A cost factor list is also validated when it is applied to a negotiation.

To edit a cost factor list:

  1. Click the Cost Factor link under Reusable Lists on the Quick Links section of the Negotiations Home page.

  2. On the Cost Factor Lists page, search and select the list you want to edit. You can search for a particular price list by :

  3. When you have entered the search data, click Go.

  4. The search results display any cost factor lists matching your search criteria.

  5. To edit the list, you can either click the cost factor list name link, and click Update.

  6. On the Edit Cost Factor List page, you can

  7. When you have finished making your changes, click Apply. The new list is validated. If any are inactive, you receive an error message.