PeopleSoft Strategic Sourcing 9.1 PeopleBook

Registering and Maintaining Bidders

This chapter provides an overview of bidders and the registration homepage and discusses how to:

Register to place a bid.
Sign in to PeopleSoft Strategic Sourcing.
Reset passwords.
Maintain bidder information.

Understanding Bidders

Bidders must register, create their profile, and review terms and conditions before submitting bids.

There are two main groups bidding on events:

Bidders you invite to view an event or who choose to view a public event; that is, people and organizations with whom you have not done business before.

These users must become registered bidders before they can bid on any event.
Vendors and customers; that is, people and organizations with whom you do business now.

These people are not only registered bidders, they have advanced to the status of vendor or customer.

PeopleSoft Strategic Sourcing enables you to provide bidders with a simple registration process. For users who do not already exist in the database, the registration process collects pertinent information about them such as name, email, address, and organization information if they represent one. Registering enables them to create a user ID and password, and assigns them the role of Event Bidder. Now, the user is valid in the system and can see and bid on both public events and events to which you have invited him or her.

When bidders register, they inherit the roles assigned to a default bidder. You define a default bidder user ID on the User Profiles - Roles page and assign that user ID to the default bidder ID on the Bidder Registration Setup page.

Bidders are stored separately from vendors and customers. The recipient must be either a vendor or a customer before an event can be awarded. Because, by definition, a bidder has not yet sold to or bought from your business, the bidder tables act as a holding place until the bidder is awarded an event. Once an event is awarded to a registered bidder, PeopleSoft Strategic Sourcing updates their user ID to the correct type: vendor or customer. You would search under vendor or customer to invite this bidder to future events.

For those vendors and customers who did not start out as bidders, add the role of either Event Vendor or Event Customer to their user profile. Vendors who did not start out as bidders can answer bidder profile questions by accessing their Sourcing Profile page (Manage Events and Place Bids, My Sourcing Profile) to complete their bidder registration.

Vendors and customers can manually activate their categorizations, instant messaging settings, and user contact mappings.

If a bidder has the same standard ID (such as tax ID) or VAT ID as an existing vendor, customer, or bidder, the system transfers the bidder to a page to resolve the issue. On that page, the system displays a summary of the duplicates, what company they relate to, and some options for resolving them.

All customers' user IDs must be of the type Customer (as opposed to Customer Contact), so that they can view events to which they have been invited.

Note. All pages discussed in this chapter are supplier facing.

Bidder Registration Approvals

If approvals are required for bidder registrations, the bidder is informed after registering that their registration is pending approval. The approval request is then submitted to the user with the Event Administrator role. The Event Administrator can either approve or reject the registration request. If approved, the bidder receives an email with his or her user ID and assigned password. If rejected, the Event Administrator selects a reason for rejecting the registration, and bidders receive an email indicating that their request was rejected, and optionally the reason why it was rejected.

Bidder registration approval is activated on the Registration homepage.

See Setting Up the Registration Homepage.

Understanding the Registration Homepage

PeopleSoft Strategic Sourcing enables you to send email notifications to potential bidders, inviting them to bid on events. In the email, you can provide a link to the homepage, where you give information about the event and about how to register as a valid bidder.

Registering to Place a Bid

This section provides an overview of bidder registration and discusses how to register to place a bid.

Understanding Bidder Registration

To register, a guest to the site completes and submits the information on the Bidder Registration page and agrees to the terms and conditions.

Once submitted, PeopleSoft Strategic Sourcing assigns the registrant a user ID and the appropriate bidder roles for events. The system then sends a registration confirmation email to the bidder.

The information on the bidder registration pages is based on choices made on the Bidder Registration setup page.

Pages Used to Register a Bidder

Page Name	Definition Name	Navigation	Usage
Bidder Registration - Preliminary Information	AUC_REGISTER_PG1	Manage Events and Place Bids, Register Bidder	Enter preferred bidder and event types while registering to bid.
Bidder Registration - User Account Setup	AUC_REGISTER_PG2A	Click Next on the Bidder Registration - Preliminary Information page.	Enter user and contact information for bidding.
Bidder Registration - Primary Address	AUC_REGISTER_PG3A	Click Next on the Bidder Registration - User Account Setup page.	Use to enter addresses.
Bidder Registration - Other Account Addresses	AUC_REGISTER_PG3B	Click Next on the Bidder Registration - Primary Address page.	Create bill to, ship to, and invoice addresses.
Bidder Registration - Address Contacts	AUC_REGISTER_PG3C	Click Next on the Bidder Registration - Other Account Addresses page.	Associate contacts to addresses.
Bidder Registration - Additional Classification Information	AUC_REGISTER_PG4	Click Next on the Bidder Registration - Address Contacts page.	Enter tax identification numbers, SIC codes, VAT information and profile questions.
Duplicate Information Found	AUC_DUP_ENT_PG	Enter a standard ID or VAT ID that duplicates an existing customer, vendor, or bidder.	Resolve or correct duplicate ID information.
Bidder Registration - Categorization Information	AUC_REGISTER_PG6A	Click Next on the Bidder Registration - Additional Classification Information page.	Enter the buy and sell sourcing categories to which events the bidder would like to be invited.
Bidder Registration - Terms and Conditions	AUC_REGISTER_PG6	Click Next on Bidder Registration - Categorization Information page.	Click that the bidder agrees with the terms and conditions on the Web site.

Registering to Place a Bid

To register to bid, click the Register as a Sourcing Bidder link on the Bidder Login page.

Start with the Bidder Registration - Preliminary Information page, and click Next to follow the pages through the component.

You set up some of the information on the Bidder Registration component on the Bidder Registration Setup Homepage.

See Setting Up the Registration Homepage.

User Account Setup

Access the Bidder Registration - User Account Setup page.

Delete User Account

Click to delete a user account row.

IM Service (instant messaging service)

Enter the instant messaging system for the contact. Options include AOL and Yahoo.

IM User Name

Enter the instant messaging user name for the contact.

Time Zone

Enter the default time zone for the contact.

Currency Code

Enter the default currency to use for the contact.

Address Information

Access the Bidder Registration - Other Account Addresses page.

Bill to Address, Ship To Address, and Invoice Address

Select a check box for each additional address that you need to add. If you select a check box, address entry fields for the additional addresses appear.

Business Classification Information

Access the Bidder Registration - Additional Classification Information page.

Standard ID

Any of 14 standard IDs set on the registration homepage.

Warning! If the entered standard ID or VAT ID matches the ID of an existing vendor, customer, or bidder, the system takes you to the Duplicate ID Found page to resolve the issue.

SIC Codes (Standard Industry Code codes)

Bidders enter standard industry codes related to their business.

The bidder enters answers to any profile questions. For example, you may have to indicate how many years your company has been in business. If the profile questions are required, the bidder must answer to successfully register.

See Setting Up the Registration Homepage.

Categorization Information

Access the Bidder Registration - Categorization Information page.

Bidders select categories of types of events to which they'd like to receive invitations.

Bidders see buy or sell events depending on what event type was selected on the Bidder Registration - Preliminary Information page.

See Setting Up Bidder Categorization Trees.

Signing In to PeopleSoft Strategic Sourcing

This section provides an overview of signing in to PeopleSoft Strategic Sourcing.

Understanding Signing In to PeopleSoft Strategic Sourcing

Anyone, such as guests, registered bidders, and vendors and customers, can enter PeopleSoft Strategic Sourcing as guests; that is, they do not need to enter a logon name or password to browse public events. However, they must log in or register if they have not previously done so, to:

View nonpublic events to which they have been invited.
Bid on any event.

After logging in, the system displays customized My Sell Events, My Buy Events, and My Event Discussions pagelets for registered bidders.

Resetting Passwords

This section discusses how to reset passwords.

Page Used to Reset Passwords

Page Name	Definition Name	Navigation	Usage
Reset and Send Forgotten Password	AUC_RESET_PASS_PG	Click the I forgot my password link on the Bidder Login pagelet.	Reset a password and receive an email with a new password.

Resetting Passwords

Access the Reset and Send Forgotten Password page.

For bidders that remember their user ID but can't remember their password, enter the user ID on the Reset and Send Forgotten Password page. The system resets the password and sends the new password to the user.

Maintaining Bidder Information

This section discuss how to maintain vendor and customer registration.

Pages Used to Maintain Bidder Information

Page Name	Definition Name	Navigation	Usage
Maintain Sourcing Contact Information	AUC_USER_CONTACTPG	Manage Events and Place Bids, Maintain My User Contact	Bidders enter their contact information for their company, and indicate the preferred contact.
Main	AUC_BIDDER_MAIN_PG	Manage Events and Place Bids, My Bidder Profile	Enter and maintain general bidder information, including bidder type, status, and minority business information. Note. Only bidders can access bidder profiles, not vendors and customers.
Addresses	AUC_BIDDER_ADDR_PG	Manage Events and Place Bids, My Bidder Profile	Enter and maintain bidder addresses, including the main address, bill to address, ship to address, and invoice address.
Contacts	AUC_BIDDER_CONT_PG	Manage Events and Place Bids, My Bidder Profile	Enter and maintain bidder contacts.
Identifications	AUC_BIDDER_IDS_PG	Manage Events and Place Bids, My Bidder Profile	Enter and maintain bidder ID numbers such as tax identification number, SIC codes, VAT information, and any profile questions.
Strategic Sourcing Tree	AUC_SELF_CAT_PG	Manage Events and Place Bids, My Categorizations	Bidders can view or change their self-categorizations to indicate the types of events for which they want to receive invitations.
Maintain Instant Messaging Settings	AUC_BIDDER_IM_PG	Manage Events and Place Bids, My IM Settings	Bidders enter their instant messaging user name and service.
Maintain Sourcing Contact Information	AUC_USER_CONTACTPG	Manage Events and Place Bids, Maintain My User Contact	Use to associate a company contact with the vendor user ID.
Terms and Conditions	AUC_VIEW_TERMS	View Terms & Conditions	View terms and conditions after registering to bid.
Sourcing Profile	AUC_VENDOR_IDS_PG	Manage Events and Place Bids, My Sourcing Profile, Sourcing Profile	Vendors who did not start out as bidders provide responses to profile questions.

Maintaining Vendor and Customer Registration

Existing vendors and customers can add additional registration settings. This is necessary to use chat and to receive event invitations geared towards their interests. Existing vendors can also provide responses to optional profile questions that are part of the bidder registration.

To maintain vendor and customer registration:

Access the Categorization page.

Select desired categories.
Access the Maintain Sourcing contact page.

Add contacts.
Access the IM Settings page.

Update IM settings.
Associate vendor user IDs with vendor contact names on the Maintain Sourcing Contact Information page.

Adding Vendor Profile Information

Access the Sourcing Profile page (Manage Events and Place Bids, My Sourcing Profile, Sourcing Profile).

Vendors converting to bidders can provide profile information on their Sourcing Profile page, whereas bidders converting to vendors add or modify profile information in the My Bidder Profile component.

Delete User Account	Click to delete a user account row.
IM Service (instant messaging service)	Enter the instant messaging system for the contact. Options include AOL and Yahoo.
IM User Name	Enter the instant messaging user name for the contact.
Time Zone	Enter the default time zone for the contact.
Currency Code	Enter the default currency to use for the contact.