Adding Line Items and Line Defaults to an Event

Page Name

Definition Name

Usage

Create an Event - Line Items Page

AUC_LINES_PG

Add lines and line groups, details, and bid factors.

Create an Event - Line Details Page

AUC_LN_DTLS_PG

Enter shipping information, bid parameters, item specifications, and line images.

Create an Event - Event Line Defaults Page

AUC_CREATE_DFLTS

Enter or edit default due-date shipping information, as well as alternate units of measure rules.

Use Create an Event - Line Items page (AUC_LINES_PG) to add lines and line groups, details, and bid factors.

Navigation:

Sourcing > Create Events > Create Event Details > Line Items

This example illustrates the fields and controls on the Line Items page - Basic Definition tab. You can find definitions for the fields and controls later on this page.

 Line Items page - Basic Definition tab

This example illustrates the fields and controls on the Line Items page - Advanced Definition tab. You can find definitions for the fields and controls later on this page.

 Line Items page - Advanced Definition tab

Field or Control

Description

Filtered View

Select a value to filter the lines displayed in the Line Items grid:

  • All Lines and Groups

  • Only Groups

  • Only Lines

Group Selected Lines

Select a value to add lines to or remove lines from a group:

  • [ Add to New Group ] Select to add the selected items to a new group.

    You can create as many groups as needed. Once you define the group for the event, you can add or remove new items to this group.

  • [ Remove from Groups ] Select to remove selected items from the group.

Group ID

This field appears if you select [ Add to New Group ] in the Group Selected Lines list. Select a unique group ID for this group. Bidders will use this value to bid on the group.

OK

Click to initiate the action chosen in the Group Selected Lines list.

Basic Definition Tab

Field or Control

Description

Item ID and Description

Select from the item master (for buy events) or asset records (for sell events). Displays by default the description of the item ID.

Category

Displays by default the category from the specified item or asset. If adding an item by description, select a category. Any bid factors that you assign to the specified category are added to the line bid factors.

UOM

Enter the unit of measure, such as EA (each).

Qty (quantity)

Enter the number of units to sell or buy.

Start Price

Enter the amount at which the bidding must start if Display and Must Beat Start Price is selected. If an item is selected, the system uses the item's standard unit price as a default.

Ext. Amount

Displays the amount Qty * Start Price.

Weighting

Enter a value to indicate the importance of the line item to the entire event. If you do not enter line weightings, each line item is weighted equally.

Advanced Definition Tab

Field or Control

Description

Bidder Display Seq #

Enter the order in which the bidder sees the lines displayed.

Item SetID

Displays the SetID for the item.

Belongs to or Contains

Displays attributes of the line item, such as the number of groups this line item belongs to, or if the line is a group, the number of lines contained in the group.

Details

Click this link to view and modify the line details on the Line Details page.

Bid Factors

Click this link to enter line bid factors on the Create an Event - Line Bid Factors page.

Constraints

Click this link to access the Create an Event - Line Constraints page.

Line Comments and Attachments

Click this icon to upload the supporting documents. An event creator can add up to 99 attachments at a time, if the PeopleTools version is 8.59 or above.

If you want a bidder to view a document that you attach, select the Display to Bidder check box associated to it.

Note: If you have selected the Display to Bidder check box for a line item, suppliers who bid on the created event from the Supplier Secure portal can view the attachments added for the particular line.

Use the Create an Event - Line Details page (AUC_LINES_PG) to enter shipping information, bid parameters, item specifications, and line images.

Navigation:

Sourcing > Create Events > Event Details > Event Summary > Line Items

Click the Details button on the Line Items: Basic Information page.

This example illustrates the fields and controls on the Create an Event - Line Details page (1 of 2). You can find definitions for the fields and controls later on this page.

 Line Details page (1 of 2)

Field or Control

Description

GoTo Line, Previous, Next

If an event has multiple lines, navigate to the details of a specific line or group by selecting the line number and description from the drop-down menu. Or page to the next line or previous line using the Next and Previous buttons.

Shipping Information

Field or Control

Description

Quantity

Enter the quantity to be shipped.

Due Date

Select a due date for shipment.

Freight Terms

Select the freight terms to associate with this event.

Ship Via, Ship To, and Ship From

Enter values for these fields. Ship Via and Ship From are optional.

Note: If you selected External PO Integration on the Business Unit Definition page and are awarding events to an external purchasing system, you can have only one schedule per line.

Bid Parameters

Field or Control

Description

Reserve Price

Enter the price that bidding must reach before you award the event to any bidder. Awards can still be posted if the reserve price is not met, but the system issues a warning.

Bid Required

Select this option if bids are required for this line of the event.

Minimum Quantity

Enter the minimum units on which a bidder must bid.

Maximum Quantity

Enter the maximum number of units on which a bidder can bid. If you select Allow Extra Quantity to be Bid, you can enter a value in this field that is greater than the requested line quantity.

Bid Quantity Rule

Select a value:

  • Allow Extra Quantity to be Bid: Select to allow bidders to place bids for quantities beyond the requested event quantity up to the maximum bid quantity.

  • Bid Up to Maximum Quantity: Select to allow bidders to place bids up to a maximum quantity for the line.

  • Quantity Not Applicable: Select for non-item lines, such as extended warranties. Bidders must enter a bid price but not a bid quantity.

    If you copied from an amount-only requisition, this will be the default value for this field and you cannot change it. However, if you copied from an amount-only purchase order or contract, you can select a different bid quantity rule.

  • Requested Quantity Required: Select to indicate that bidders must place bids for the requested quantity only.

Alternate Units of Measure

Select one of these values to indicate whether bidders can bid on line items using alternate units of measure:

  • Any UOM (any unit of measure): Bidders can select any existing unit of measure.

  • Not Allowed: Bidders must bid using the specified line unit of measure. This is the default value.

  • Only existing item/uom's (only existing item/units of measure): Bidders can select from a list of existing item and unit-of-measure relationships defined in the system.

Note: Use this field only with RFx events.

Note: If requisitions are associated with any of the lines on the event, then the value is automatically set to Not Allowed. In this case, you cannot change the value.

User Defined Price Breaks

Select to indicate that price adjustments are required for the line item. Select to make the Minimum Quantity and Maximum Quantity fields available to enter price adjustments. You cannot select both User Defined Price Breaks and Bidder Defined Price Breaks.

Bidder Defined Price Breaks

Select to indicate that bidders can define their own price tiers for the line item or group. You cannot select bothUser Defined Price Breaks and Bidder Defined Price Breaks.

Price Break - Minimum Quantity

Enter the minimum quantity allowed for the specified tier. The quantity must be lower than the maximum quantity entered for the tier, and it must also be greater than the maximum quantity for the previous tier. This field appears only if you have selected the User Defined Price Breaks check box.

Price Break - Maximum Quantity

Enter the maximum quantity allowed for the specified tier. The quantity must be greater than the minimum (requested) quantity entered for this tier. Also, if Allow Extra Quantity to be Bid is selected, the maximum quantity for the final price tier can exceed the line maximum bid quantity. This field appears only if you have selected the User Defined Price Breaks check box.

However, if Allow Extra Quantity to be Bid is selected and if a maximum bid quantity has been specified, you can enter a quantity to exceed the requested line quantity. However, the total bid quantity cannot exceed the maximum quantity for the line.

Advanced Definition Tab

Field or Control

Description

Item SetID

Displays the SetID the information for which the system tracks for consolidating requisitions across Purchasing business units.

Details

Click to access the Line Details page.

Bid Factors

Click to access the Line Bid Factors page.

Constraints

Click to access the Line Constraints page.

Line Comments and Attachments

Click to access the Line Comments and Attachments page.

Use the Create an Event - Event Line Defaults page (AUC_CREATE_DFLTS) to enter or edit default due-date shipping information, as well as alternate units of measure rules.

Navigation:

Click the Item Line Defaults link on the Event Summary page.

This example illustrates the fields and controls on the Event Line Defaults page. You can find definitions for the fields and controls later on this page.

 Event Line Defaults page

Default Options

Enter information such as specific shipping and delivery date information, and also indicate whether alternate units of measure are allowed as default values on the event lines.

Field or Control

Description

Default

Select to indicate that the information entered on this page is the default information for all lines in the event. You can, however, change the information at a line level.

Override

Select to change any existing line shipping information to the information specified on this page.

Item Defaults

Field or Control

Description

Due Date

Enter or select the date that the shipment is due.

Ship to Location and Ship Via

Select values to associate with the event line.

Alternate Units of Measure

Select one of these values to indicate whether bidders can bid on line items using alternate units of measure:

  • Any UOM (any unit of measure): Bidders can select any existing unit of measure.

  • Not Allowed: Bidders must bid using the specified line unit of measure. This is the default value.

  • Only existing item/uom's (only existing item/units of measure): Bidders can select from a list of existing item and unit-of-measure relationships defined in the system.

Note: Use this field only with RFx events.

Freight Terms

Select the freight terms to use for the event lines.

Event Line Bid Factor Defaults

You can use this section to define and default bid factors to be applied to all lines of an event. According to your selections, the event line bid factor defaults defined here will be added to or override defaults specified in the Bid Factor Setup or Bid Factor Group Setup components.

See Creating Bid Factors.

Field or Control

Description

Bid Factors Default Option

  • Do Not Apply - Disabled: Disables the event line bid factor defaults. The system uses default bid factors and rules defined in the Bid Factor Setup and Bid Factor Group Setup components. This is the default value.

  • Apply Bid Factor Defaults: Applies default bid factors defined on the Event Line Defaults page to all lines in an event.

    Note: This option overrides defaults defined in the Bid Factor Setup or Bid Factor Group Setup components, unless you select the Append To on Copy From Event option.

Override Start Price Weight and Start Price Weighting Default

Select this option to override the default weighting for the price bid factor, if it is not valid for this event. Define a new start price weighting default that will replace the original value.

Ignore Setup Default Rules

Select this option to disable any line-level default bid factor setup rules. Only header and event level defaulting rules will be applied. If you have any bid factors in the Bid Factor Setup or Bid Factor Group Setup components that have defaulting rules defined for the line level, they will not be executed.

Append To on Copy From Event

Default line bid factors defined for the event will be appended to existing factors. When lines are selected for copy from events or templates, all bid factors for those lines will be copied over. There is no override.

Bid Factors

Define default line bid factors for the event. You must select Apply Bid Factor Defaults to activate the new default settings.