Defining Basic Event Information

Select to access the Document Management page in Supplier Contract Management. This link is active only when the event type is RFx and the event is saved successfully. This link is disabled when the event is posted to bidders.

This link launches a window that enables you to create the initial authored Sourcing RFx document for the event. When the authored document is created, the Authored Document group box is displayed when re-entering the event. This enables the event collaborators and event specialist to view and edit (if permitted) the authored RFx. The authored RFx can be viewed by bidders and if the Allow RFx Edit check box is selected they can view, change , and upload a bidder-specific RFx document using an external porta.

Displays the status of the RFx document.

Displays the version number of the RFx document.

Select to indicate that the.bidder can edit the RFx document in the bid response page.

Click to access the Document Management page where you can edit the RFx document.

Click to access the Bidder RFx Document page. This link is enabled if bid responses exist for the event and when the event version is greater than zero or the event round is greater than zero.

Displays a selected check box, which indicates that the attachment is a RFx document.

Displays the version of the RFx document.

Click to access the Bidder RFx Document page for the attachment.

Select the source from which to copy. Values are:

• Contract: You can copy contract line items onto buy events.

• Delimited File: You can import item information that is saved as a delimited file.

  This enables you to avoid having to manually enter line information.

• Engineering BOM (engineering bill of material): You can copy items from a PeopleSoft Engineering BOM onto any buy event by entering an item ID.

• Manufacturing BOM (manufacturing bill of material): You can copy items from production and rework BOMs onto any buy event.

• Planning Order: You can copy items from planned orders onto buy events by selecting a business unit and planner code.

• Purchase Order: You can copy purchase order line items onto buy events.

• Purchase Requisition: You can copy requisition line items onto buy events. If you copy a requisition into an event, the requisition is not available for sourcing until the event is awarded.

• Request for Information: You can copy lines from an RFI onto any event.

• Requisition: You can copy lines from amount-only requisitions onto buy events.

  You can copy multiple lines from multiple amount-only requisitions. The system creates a separate line on the sourcing event for each line copied from the amount-only requisition.

• Sourcing Event: You can copy line items and associated details from previous events onto any event.

• Sourcing Template: You can use an event template to copy the entire event details onto any event.

Select the way the system copies the information. Values are:

• Override: The system replaces any existing information for the event with the data from the template.

• Append: The system adds information to existing event information but does not write over any fields that contain data.

If you selected Delimited File on the Event Summary page, then the default value is Delimited File.

Select Append or Override.

Click this button to select the delimited file that you want to copy into the sourcing event. Click the Browse button to locate the file, and then click the Upload button. The file is uploaded, and you will then be returned to the Enter Copy Criteria page.

The system displays the name of the file you uploaded.

Select this option if the delimited file contains a header row. If this option is selected, the system ignores the first row of the file. Do not select this option if you want the system to import the file beginning with row 1.

Select this option if you want the system to consolidate identical items into one event line.

The system displays the type of delimiter that was used for the uploaded file. Values are:

• Tab

• Comma

• Semi-colon

• Other: If you select this option, the Specify Delimiter field appears, and you must enter a character in this field.

Enter the delimited character used in the import file. This is a required field used with the Other value in the Delimiter Type field. The length of this field is two characters

Select this check box if you want the system to display a list of all error messages encountered during the import process.

Select how you want to handle any errors received during the import process. Values are:

• Cancel Import: The system cancels the import and no lines are imported if an error is encountered during the import process.

• Exclude Errors: The system copies all valid lines, but excludes any lines that contained errors.

• Ignore Errors: The system copies all line information and ignores errors.

  You will need to correct the errors on the Line Details page.

The system populates the line or item with the default value. This value comes from the AUC_LINE record.

The default UOM associated with the line or item.

The default quantity associated with the line or item.

Click to access the Lines to Import page.

Select the check box for the lines that you want to copy.

Click to copy the selected lines from the delimited file.

Indicates whether bidders (for RFx events) can post multiple bids on the same event. The default value comes from the Sourcing Business Unit Definition page, but you can change it here.

Indicates whether bidders (for RFx events) can edit their posted bids until the event ends. The default value comes from the Sourcing Business Unit Definition page, but you can change it here.

If this option is selected, the system hides all bid response information from the event creator until the event ends. Users cannot see any bid information while the event is still open for bidding. The default value comes from the Sourcing Business Unit Definition page, but you can change it here.

Select to display to bidders the weightings associated with bid factors. The default value comes from the Sourcing Business Unit Definition page, but you can change it here.

If automatic proxy bidding is enabled, this field appears. Select Enabled or Disabled to indicate whether proxy bids are to be allowed on this auction event. The default value comes from the Sourcing Business Unit Definition page, but you can change it here.

In addition, you can override the proxy bidding setting from the Create Events (add) page.

See Create Events Search Page.

Select either Event Level or Line Level.

If Event Level is selected, bidders compete based on the total price or total score for the entire event. In some cases, a bidder may have a worse price or score on one or more lines but still be the winning bidder as long as the bidder's total price or score beats the other bids.

If Line Level is selected, bidders compete based on each line's price or score. The default value comes from the Sourcing Business Unit Definition page, but you can change it here.

Select a value to indicate whether to display the bids of competitors. Values are:

• Display and Show Identity: The system displays the bid prices, scores, or ranks to all of the bidders, and also displays the identities of the bidders.

• Display but Hide Identity: The system displays the bid prices, scores, or ranks to all of the bidders, but does not display the identities of the bidders.

• Do Not Display: The system does not display any bid information.

Select a value:

• Display Rank Only: The system displays the overall rank to each bidder but does not display the total number of bids.

• Display Rank/Total # of Bi: The system displays the overall rank to each bidder in relation to the total number of bids received.

• Do Not Rank: The system does not display the rank of the bids.

The default value comes from the Sourcing Business Unit Definition page, but you can change it here.

Select a value to indicate the basis on which the auction event is based. Values are Price and Score. If Price is selected, the bidders will compete solely on price, either total or per line, and no other bid factors can be added to the event. If Score is selected, the bidders will compete based on score, either total or per line, and the user can add as many bid factors to the event. The default value comes from the Sourcing Business Unit Definition page, but you can change it here.

Select Own Bid or Winning Bid. If Own Bid is selected, a bidder must beat his last posted bid on the event. If Winning Bid is selected, a bidder must beat the current winning bid. The default value comes from the Sourcing Business Unit Definition page, but you can change it here.

Select if you want the winning bid to appear to all bidders. This option must be selected if you require bidders to beat the winning bid. The default value comes from the Sourcing Business Unit Definition page, but you can change it here.

Select to activate the extension function for the event that you are creating.

Enter a time period, relative to the end time of the event, during which bidding is extended for the event.

For example, if the Last Bid Received field has the value 1 and the type is Hours, then the event is extended when a bid is received within one hour before the scheduled end time.

Enter the number of times that the event can be extended. An extension occurs if the Last Bid Received and Type field criteria are met for as many extensions as you allow.

The event ends either when no bid is received before the time for the last bid expires or the number of extensions is reached (regardless of when the last bid is entered).

Enter the amount of time to enable bidding to continue after each extension starts.

For example, if the length of extension is 4, and the type is Hours, then the event extended four hours after the scheduled end time.

Select the currency to be used for payment. This is a required field.

Click to access the Sourcing Exchange Rate Inquiry page to view conversion rate information.

Select a method for payment that will be accepted. Values are Cash, Check, Credit Card, DD (direct deposit), Draft, EFT (electronic funds transfer), and Giro-EFT.

Select a value to indicate the payment terms for the event.

Select the address to which all invoices should be sent.

(Optional) Select a value to be assigned to this event.

Select a rate type for the event. This field is required. The default value comes from the Sourcing Business Unit Definition page select (Set Up Financials/Supply Chain, then select Business Unit Related, then select Sourcing, then select Business Unit Definition) but you can change it here.

Enter an effective date for the rate type. This is a required field.

Select to permit bidders to enter bids in currencies other than the event currency.

Select if your company is tax exempt.

Enter your company's tax exemption identification number. This field works with the Tax Exempt field.

Select the business unit for the sourcing plan.

Select the sourcing plan.

Select a specific task number associated with the sourcing plan. If you want to view all tasks associated with the sourcing plan, leave this field blank.

Select a value to indicate the method that could cause the status of the event to be updated:

• Event Approved

• Event Awarded

• Event Ends

• Event Posted

• Event Starts

Click the search button to retrieve the sourcing plan.

Select to indicate that you want to add all tasks associated with the sourcing plan.

Select to deselect all selected tasks.