The Administration tab provides access to the tasks you use to administer and maintain Oracle Sourcing. These tasks are performed by the Sourcing CLM Super User. If you do not have the Sourcing CLM Super User responsibility, you do not see the tab.
As a Sourcing Contracting Professional, you can create and edit reusable lists, create abstracts and forms, manage value sets and values, cancel or delete negotiations, run concurrent requests, add negotiation styles, set up terms and conditions, configure negotiations, and work with negotiation subscriptions.
Many organizations have numerous rules and regulations pertaining to the advertising of their sourcing event. Many public sector organizations, for example, have regulations that require publishing information on upcoming procurement events to external sources (such as FedbixOpps) if the contract is above a particular value. Additionally, many companies want to advertise their negotiations to increase the number of suppliers that participate in the negotiation. If you need to advertise your solicitations, you can use the abstract and forms feature to provide both high-level and in-depth information about a particular solicitation.
If you wish to advertise a negotiation from your own website, you can do so completing an Abstract and publishing it to an external website. This external website will be accessible to suppliers without having to log into your system. Oracle Sourcing delivers a default template called Abstract. You can take this template and modify it as appropriate for the solicitation.
If you wish to advertise a negotiation on an external source (for example, a centralized website), you can do so using a Form. This assumes that the external source accepts XML files.
Before you can complete an Abstract or Form for a solicitation, the Sourcing Super User must perform some setup steps. Once they are done you can complete the Abstract and Forms anytime during the lifecycle of the negotiation. After you complete the Abstract or Form, you can publish the information they contain.
You can create or edit an Abstract or Form at anytime during the lifecycle of the negotiation.
To create a form:
Enter a Code. When you create a new form, by default the Version is 1.
Enter a Name and a Description for the form.
The XML Publisher Template and XML Publisher Data Source display by default.
Select the Status of the form. By default, this is Draft.
Select the Form Type.
In the Sections and Fields region, click Add Another Row to add a select and add a field. You can choose to make the field a required field for suppliers.
Click the Manage Sections and Fields button to add a new field or a section based on your business requirements.
Search for sections and fields and click the Manage Value Sets button to work with the associated value sets.
See: Integrating with FedBizOpps, Oracle Contract Lifecycle Management for Public Implementation Guide for information on how to set up and integrate with FedbizOpps.
To define a value set, complete the following steps:
On the Administration tab, click Manage Value Sets. The Value Sets window displays.
Enter a name for the Value Set.
Optionally, enter a description.
Select a List Type from the list.
Select a Security Type.
In the Format Validation region, select a Format Type. Depending on the format type you select here, other fields are enabled or disabled.
Enter the Precision details.
Enter the Maximum Size for the field.
Select other validation details such as Numbers Only, Uppercase Only. You can also select the right-justify and zero-fill numbers to define the format for the field.
Enter the Min and Max Values for the field.
Select the Validation Type and save your work.
You use the Segment Values window to manage values for the value sets you defined.
To enter a value:
In the Administration tab, click Manage Values. The Segment Values window displays.
Search for the value set you defined.
You can view the values defined for the value set and the effective dates for the values. You can also add a new value to the value set.
You can view the Values, Hierarchy, and Qualifiers for the value set. You can also add a new value to the value set.
Save your work.
You use the Submit Requests window to run concurrent programs for sourcing.
To run a concurrent program:
In the Administration tab, click the Concurrent Requests link. The Submit Requests window displays.
Enter the Name of the concurrent program to run.
Enter the parameters for the concurrent program. The parameters that display depend on the concurrent program you choose to run.
Your Sourcing Administrator can define document styles that become available for use by buyers. A negotiation style can exclude certain Oracle Sourcing features. For example, you could define a style that does not allow the use of Requirements or attributes. Once you remove a feature, the associated regions and fields do not appear on the product pages thus streamlining the appearance.
To create a Negotiation Style
On the Administration tab, click the Negotiation Style link.
On the Negotiation Style page that displays, click Create Negotiation Style.
On the Create Negotiation Style page, enter the following details:
Name of the negotiation style
Description of the negotiation style
Status of the negotiation style - by default, this is active
In the Negotiation Header Controls region, select the appropriate check boxes based on your business requirements
In the Document Types region, select the appropriate check boxes based on your business requirements
Click Apply.
As an administrator, you can define the Terms and Conditions for the supplier to read and accept.
To set up negotiation terms and conditions:
On the Administration tab, click the Negotiation Terms and Conditions link.
On the Setup Negotiation Terms and Conditions page that displays, enter the following details:
Select the Disable terms and conditions for all languages check box per your business requirements.
Select the language to use for the terms and conditions
Click Apply.
As an administrator, you can configure negotiations for use across your organization.
To configure negotiations:
On the Administration tab, click the Configure Negotiations link.
On the Negotiation Configuration page that displays, enter the following details:
Select the appropriate radio buttons and check box to enter Rank Indicators to use in your organization.
Select the appropriate check boxes in the Supplier Visibility in Blind Solicitations
Select the appropriate cost factor from the list.
Select the appropriate radio buttons to determine the price breaks or price tiers.
Select the appropriate radio buttons or check boxes to determine if you want to make award approvals mandatory for solicitations.
Select the appropriate check boxes to define header scoring defaults.
Select the appropriate attribute groups for the negotiation.
Select the appropriate unit of measure for amount based lines.
Select the appropriate check box to determine details of multiple round negotiations.
Define the access to your external sources of supplier information using the Supplier Discovery region.
Enter the Server polling Interval (seconds) in the Countdown Clock region.
Enter the details for running concurrent requests in the Concurrent Processing region.
Enter the details of the FedBizOpps Setup.
See: FedBizOpps
Click Apply.
As an administrator, you can enter details of the notification subscriptions to determine how notification subscriptions work in your organization.
To enter notification subscriptions:
On the Administration tab, click the Notification Subscription link.
On the Negotiation Subscription page, enter details of how notifications work for buyers and suppliers.
Click Apply