Understanding PeopleSoft Strategic Sourcing Implementation

You can create additional groupings for bidder invitations that enable you to save frequently used bidders as a group and invite the group to future sourcing events. This feature expedites the process for searching and selecting bidders. Groups can contain any number and combination of bidders, suppliers, and customers, therefore providing the maximum flexibility for maintaining lists containing different bidder types.

See Bidder Group Details Page.

You can create various comments that you use regularly in various types of events. By creating standard comments, you do not have to rewrite them for each event or remember which comments need to go with which type of event.

You attach comments to an event when you create the event.

You can display the comments on the event to the bidder or, if they are comments for internal use, you can hide them from bidders.

You can include comments on the award. If you are awarding a purchase order or contract, the comments on the event also appear on the awarded purchase order or contract.

Terms and conditions are the legal parameters that you establish to govern bidding on events. The Terms and Conditions document is displayed to users when they register to bid; they must accept the terms and conditions to complete their registration.

The document is also available for registered bidders to review at any time.

Bidders can use discussion forums to communicate with the event creator. PeopleSoft Strategic Sourcing provides an event-specific forum for bidders to ask questions regarding the event and have them answered by the buyer. The forum administrator can delete messages from the forum, and delete entire forums as well.

Implement PeopleSoft Strategic Sourcing in the following order:

1. Strategic Sourcing installation options and the MultiChannel Framework for chat.

2. Autonumbering.

   To set up automatic numbering, use the Auto Numbering page (Set Up Financials/Supply Chain > Common Definitions > Codes and Auto Numbering > Automatic Numbers).

   See Defining Additional Common Information.

3. Bidder categorization trees.

4. Bidder registration defaults.

5. Discussion forums.

6. File attachment server.

7. URL location for notifications.

8. Bidder terms and conditions.

9. Sourcing reason codes.

10. User preferences.

11. Standard comments.