Awarding Events

Page Name	Definition Name	Usage
Analyze Total Page	AUC_ANALYZE_HD_PG	Award the bid as a total event or a percentage of the event.
Event Comments and Attachments Page	AUC_COMM_SEC	Enter comments to send to the bidder or to include in the award. You can also view attachments and include them in the award.
Header Bid Factor List Page	AUC_HDR_BF_LST_SEC	View header bid factor lists. Analyze Total Page
Analyze Line (Line Summary) Page	AUC_ANALYZE_HDL_PG	Award the bid according to line items.
Analyze Line (bids by line item) Page	AUC_ANALYZE_LN_PG	View bid detail for multiple bidders by line item. Analyze Line (Line Summary) Page
Award Summary Page	AUC_AWARD_SM_PG	Review the award summary by line item.
Event Line Defaults Page	AUC_CREATE_DFLTS	Review or change default shipping information. Award Summary Page
Award Schedules Page	AUC_AWARD_SHIP_SEC	Schedule shipping information.
Ship to Detail Page	AUC_AWARD_SHTO_SEC	Look up ship to location information, and apply it to the award schedule. Award Schedules Page
Posting Awards	AUC_AWARD_DT_PG	Review the award details and post the award.
Bidder Information Page	AUC_AWARD_VNDR	Review the bidder details, such as contact and address. For suppliers and customers, you can select a different contact or address for the award. Award Details Page
Sourcing Document Status Inquiry Page	AUC_DOC_STATUS	View procurement documents associated with this award.
Contract Entry - Contract Page	CNTRCT_HDR	Create and maintain contracts.
Maintain Purchase Order - Purchase Order Page	PO_LINE	Create and maintain purchase orders.
Award PO List (award purchase order list) Page	AUC_AWARD_PO_SEC	View all the purchase orders associated with an award. Award Details Page
Notice of Intent to Award Page	AUC_NOIA	View and send NOIA notification to bidders.
Notice of Award Page	AUC_NOA	View and send NOA notification to the selected bidders.

Use the Analyze Total page (AUC_ANALYZE_HD_PG) to award the bid as a total event or a percentage of the event.

Navigation:

Sourcing > Maintain Events > Analyze Events

Note: Entries that you make on the Analyze Total page override entries that you made on the Analyze Line pages. Similarly, entries on the Analyze Line pages override entries on the Analyze Total page.

Field or Control	Description
	Click to add an award for an event. The system takes you to the Award Summary page and displays the quantity remaining to be awarded for a line. This button is available only if you have partially awarded an event or line and have remaining quantities to be awarded.
Award by Percent	Enter amounts under the bidders' names to split the event among bidders. The percentage amounts must total no more than 100 (but they can be less than 100 if you do not sell or buy the entire quantity proposed in the event). The Analyze Total page and the Analyze Line page update each other. That is, if you select the Award option for a particular bidder on one page, the check boxes on the other page are also selected for those items.

Field or Control

Description

Add an award for an event icon

Click to add an award for an event. The system takes you to the Award Summary page and displays the quantity remaining to be awarded for a line.

This button is available only if you have partially awarded an event or line and have remaining quantities to be awarded.

Award by Percent

Enter amounts under the bidders' names to split the event among bidders. The percentage amounts must total no more than 100 (but they can be less than 100 if you do not sell or buy the entire quantity proposed in the event).

The Analyze Total page and the Analyze Line page update each other. That is, if you select the Award option for a particular bidder on one page, the check boxes on the other page are also selected for those items.

Use the Analyze Line (line summary) page ( AUC_ANALYZE_HDL_PG) to award the bid according to line items.

Navigation:

Click the Analyze Line link on the Analyze Total page.

Access the Analyze Line (bids by line item) page (click the Analyze link for a line item on the Analyze Line summary page).

Note: Entries that you make on the Analyze Line pages override entries that you made on the Analyze Total page. Likewise, entries on the Analyze Total page override entries on the Analyze Line pages.

Line Information

Field or Control	Description
Display Disqualified Bids	Select to display bids that have been disqualified. If the bid has been disqualified, the user isn't able to award to the bidder; therefore, the system changes the award quantities and percentages to read-only.

Analysis

Field or Control	Description
Bid Quantity and Minimum Bid Quantity	System displays values entered by the bidder. This assists the event creators if they are making awards manually. If the bidder does not enter a minimum bid quantity, the system applies a value of 0 that indicates that the bidder will accept any award quantity.
Award by Percent	Enter amounts below the bidders' names to split the event among bidders. The percentage amounts must total no more than 100 percent, but the amounts can be less than that if you do not sell or buy the entire quantity proposed in the event. Note that the percent awarded cannot exceed the quantity bid for a selected bidder.
Award Quantity	Enter a quantity below the bidders' names to split the event among bidders. The amounts must total no more than the event's stated amount, but the amounts can be less than the stated amount if you do not sell or buy the entire quantity proposed in the event. Note that the quantity awarded cannot exceed the quantity bid for a selected bidder. Note: You must enter either the award percent or the award quantity, but not both. If any lines are associated with amount-only requisitions, then you cannot split them among bidders. You must award the entire line (100 percent) to one bidder.

Field or Control

Description

Bid Quantity and Minimum Bid Quantity

System displays values entered by the bidder. This assists the event creators if they are making awards manually.

If the bidder does not enter a minimum bid quantity, the system applies a value of 0 that indicates that the bidder will accept any award quantity.

Award by Percent

Enter amounts below the bidders' names to split the event among bidders. The percentage amounts must total no more than 100 percent, but the amounts can be less than that if you do not sell or buy the entire quantity proposed in the event. Note that the percent awarded cannot exceed the quantity bid for a selected bidder.

Award Quantity

Enter a quantity below the bidders' names to split the event among bidders. The amounts must total no more than the event's stated amount, but the amounts can be less than the stated amount if you do not sell or buy the entire quantity proposed in the event. Note that the quantity awarded cannot exceed the quantity bid for a selected bidder.

Note: You must enter either the award percent or the award quantity, but not both.

If any lines are associated with amount-only requisitions, then you cannot split them among bidders. You must award the entire line (100 percent) to one bidder.

Factors

Field or Control	Description
Bid Unit of Measure	If the bidder can submit a bit using an alternate unit of measure, the page displays the (original) line unit of measure and the bidder's alternate unit of measure.

Use the Award Summary page (AUC_AWARD_SM_PG) to review the award summary by line item.

Navigation:

Click the Award Summary link on the Analyze Total page.

Note: Some fields on this page do not appear until you have entered award data on either the Analyze Total page or the Analyze Line pages.

Field or Control	Description
Awarded Quantity	Displays the award quantity that you specified on the Analyze Line page.
Add Award for Selected Bidder	Select a bidder and click to add a new row and enter an award quantity for that bidder. Once an award has been posted for a bidder, you must make any subsequent awards for the round to the same bidder through this process.
Line Status	Displays whether the line is available for additional award if there is a remaining quantity. Values are: O (Open): The line is still available for award. If any lines are open, the overall event status cannot be Awarded. C (Closed): The line is no longer available for award. If the awarded line quantity equals the event line quantity, the line status is Closed. If the awarded line quantity is less than the event line quantity and the line status is set to Closed, the remaining quantity is not available for award. Lines that have been closed with a remaining quantity can be reopened by setting the line to Open. The event status is updated to Pending Award. If all lines have a status of Closed, and at least a portion of the event has been awarded, the overall event status is Awarded. If all lines have a status of Closed, and none of the lines have been awarded, the overall event status is Not Awarded.

Field or Control

Description

Awarded Quantity

Displays the award quantity that you specified on the Analyze Line page.

Add Award for Selected Bidder

Select a bidder and click to add a new row and enter an award quantity for that bidder. Once an award has been posted for a bidder, you must make any subsequent awards for the round to the same bidder through this process.

Line Status

Displays whether the line is available for additional award if there is a remaining quantity. Values are:

O (Open): The line is still available for award. If any lines are open, the overall event status cannot be Awarded.
C (Closed): The line is no longer available for award. If the awarded line quantity equals the event line quantity, the line status is Closed.
If the awarded line quantity is less than the event line quantity and the line status is set to Closed, the remaining quantity is not available for award.

Lines that have been closed with a remaining quantity can be reopened by setting the line to Open. The event status is updated to Pending Award.

If all lines have a status of Closed, and at least a portion of the event has been awarded, the overall event status is Awarded.

If all lines have a status of Closed, and none of the lines have been awarded, the overall event status is Not Awarded.

Use the Award Schedules page (AUC_AWARD_SHIP_SEC) to schedule shipping information.

Navigation:

Click the Shipping button for the relevant line item on the Award Summary page.

Enter the following required values:

Field or Control	Description
Physical Nature	Select to specify the nature of the event. Options are Good and Service. The system uses the value to calculate value-added tax (VAT) by differentiating between goods and services. This is required only for buy events. This value is based on the item or item category, but you can override it.
Where Performed	Select to indicate where a service is most often performed. This field becomes available when you select Service as the physical nature. Options are Buyer's, Ship From, Ship To, or Supplier's. This is required only for buy events. This value is based on the item or item category, but you can override it.
Award Quantity	Displays the same distribution ratio as the awarded quantity. For example, suppose that the original line item has a quantity of 100, Schedule 1 is awarded a quantity of 75 (or 75 percent), and Schedule 2 is awarded a quantity of 25 (or 25 percent). The awarded quantity is 75. Consequently, the Schedule 1 award quantity is 56 (75 percent of 75), and the Schedule 2 award quantity is 19 (25 percent of 75). Note: If the line was awarded with a decimal quantity, the award quantity displays the decimal. If requisitions are associated with an event and you are partially awarding the event, the requisitions are filled based on the requisition schedule due dates. The schedules with the earliest due dates are filled first.

Use the Notice of Intent to Award page (AUC_NOA) to view and send NOA notification to the selected bidders.

Navigation:

Sourcing > Maintain Events > Analyze Events. Select the Notice of Award link from the Go To menu.

Sourcing > Maintain Events > Analyze Events > Analyze Line. Select the Notice of Award link from the Go To menu.

Sourcing > Maintain Events > Notice of Award.

Note: The Notice of Award link is available in the Go To Menu only if theAllow send NOA Notification check box is selected under Award Notification in the Sourcing - Business Unit Definition page, and the status is Awarded.

Notice of Award

Field or Control	Description
NOA Status	Displays the status of NOA. The status is updated to Sent after you send the NOA.
Last Notified	Displays the timestamp of the last notification sent.

Field or Control

Description

NOA Status

Displays the status of NOA.

The status is updated to Sent after you send the NOA.

Last Notified

Displays the timestamp of the last notification sent.

Notification to be Sent

Use these options to choose bidders to be included for the NOA notification.

Field or Control	Description
All Bidders	If this option is selected, all the bidders in the event are displayed. The Awarded column indicates who has been awarded the contract.
Only Awarded Bidders	If this option is selected, only the bidders selected for the award are displayed. An NOA along with award details is sent to the awarded bidders.
Only Non-Awarded Bidders	If this option is selected, all those bidders who have not been selected for the award are displayed. An email is sent to the non-awarded bidders.
Specific Bidders	If this option is selected, all the bidders that you select will be displayed on a separate grid.
Last Notified Date Time	Displays the timestamp of the last notification sent to a bidder.

Template Contents

Field or Control	Description
Award Template	Displays the default award template for the NOA. You can select a different template for the NOA, if needed.
Non-Award Template	Displays the default non-award template. You can select a different template, if needed.
Notification comments	Select to enter comments for the notification. These comments will be printed on the PDF and sent along with the notification. Comments displayed in the Opening and Closing text are those defined in the Sourcing - Business Unit Definition Page . You can modify the text here so that the updated text displays on the notification.
Add attachment	Select to include any attachments on the notification. These attachments will be sent along with the notification.
Signatory contacts	Select to add or delete users with signature to be printed on PDF. You can select a maximum of 3 signatory contacts. The Include in Notification check box allows signatures to be included in the document for the selected users. For more information, see Define Users Signature Page
Preview NOA	Select to preview the NOA with the default report template, notification comments, attachments and signatory contacts.
Send NOA	Select to send the NOA to the bidders selected in the Notification To be Sent group box. Notification will be sent to the awarded and non-awarded bidders as per the award and non-award templates.

Awarding Events

Pages Used to Award Events

Analyze Total Page

Analyze Line (Line Summary) Page

Line Information

Analysis

Factors

Award Summary Page

Award Schedules Page

Notice of Award Page

Notice of Award

Notification to be Sent

Template Contents