Contents

• Title and Copyright Information
• Preface

1 Introduction to JD Edwards EnterpriseOne Operational Sourcing

• JD Edwards EnterpriseOne Operational Sourcing Overview
• JD Edwards EnterpriseOne Operational Sourcing Business Processes
• JD Edwards EnterpriseOne Operational Sourcing Integrations
  • JD Edwards EnterpriseOne Procurement
  • JD Edwards EnterpriseOne Address Book
  • JD Edwards EnterpriseOne Inventory Management
  • JD Edwards EnterpriseOne General Accounting
• JD Edwards EnterpriseOne Operational Sourcing Implementation
  • Installation Steps for the JD Edwards EnterpriseOne Collaborative Portal
  • Global Implementation Steps
  • JD Edwards EnterpriseOne Operational Sourcing Implementation Steps

2 Understanding the JD Edwards EnterpriseOne Operational Sourcing Portal

• Understanding the JD Edwards EnterpriseOne Operational Sourcing Portal

3 Setting Up the Operational Sourcing System

• Understanding System Setup for Operational Sourcing
• Setting Up UDCs for Operational Sourcing
  • UDCs That Are Required for Setting Up Constants
  • Hard-Coded UDC Values
• Setting Up Bid Question Templates
  • Understanding Bid Question Templates
    • Types of Bid Questions
    • Bid Questions for Items and Commodities
  • Forms Used to Set Up Bid Question Templates
  • Setting Up Bid Question Templates
• Setting Up System Constants for Operational Sourcing
  • Understanding System Constants for Operational Sourcing
  • Prerequisites
  • Form Used to Set Up System Constants for Operational Sourcing
  • Setting Up System Constants
    • General Event Information
    • Event Dates/Times
    • RFx Properties
    • RFI Properties
    • Bid History Properties
    • Sourcing Messages

4 Creating an Event

• Understanding Events
  • Prerequisites
• Understanding the Processing Options for the Event Workbench Program
• Creating an RFI
  • Understanding RFIs
  • Forms Used to Create an RFI
  • Setting Processing Options for Create Event Processing (P43Q0040)
    • Defaults
    • Interfaces
    • Versions
  • Setting Processing Options for Create Event (P43Q10)
    • Versions
    • Display
  • Setting Processing Options for Event Workbench (P43Q70)
    • Versions
  • Adding an RFI
  • Inviting Bidders
  • Adding Ad Hoc Bidders
  • Adding Bid Questions to an Event
  • Copying an RFI
• Creating a Request for Quote
  • Understanding Requests for Quotes
  • Understanding Header and Line Question Weighting
    • Example: Assign Header Weighting
    • Example: Factor Header Score into Line
  • Forms Used to Create a Request for Quote
  • Adding a Request for Quote
  • Adding Additional Line Information
    • Item Reporting
    • Item Measurements
    • Line Attachments
    • Shipment Information
  • Adding Ad Hoc Items
  • Copying from an RFx
  • Copying from a BOM
• Printing an Event
  • Understanding the RFx Print Report
  • Running the RFx Print Report
  • Setting Processing Options for RFx Print (R43Q110)
    • Event Header
    • Header Question
    • Detail Line Question
• Managing an Event
  • Understanding Event Management
  • Forms Used to Manage an Event
  • Pausing, Resuming, Canceling, or Ending an Event
  • Extending an Event

5 Analyzing Events and Awarding Bids

• Analyzing Events
  • Understanding Event Analysis for Requests for Information
  • Understanding Event Analysis for Requests for Quotes
  • Forms Used to Analyze Events
  • Analyzing a Request for Information
  • Analyzing Event Summary Information
  • Analyzing Responses to Header Questions
  • Analyzing Responses to Line Questions
  • Viewing Price Components and Price Breaks
  • Adding Bid Questions
  • Modifying Ideal Responses
  • Modifying Responses
  • Scoring Text Questions
• Awarding Bids
  • Understanding Awarding Bids
  • Forms Used to Award Bids
  • Awarding a Bid at the Event Header Level
  • Awarding a Bid at the Event Line Level
  • Posting an Award

6 Responding to Events

• Understanding Event Response
• Managing User Profiles
  • Understanding the Sourcing Bidder Portal Program
  • Understanding the User Profile Self Service Program (P0092SS)
  • Forms Used to Manage User Profiles
  • Adding User Profiles
  • Editing User Roles
  • Revising Passwords
• Registering for an Event
  • Form Used to Enter Registration Information
  • Entering Registration Information
• Working with Events
  • Understanding How to Work with Events
  • Form Used to Work with Events
  • Working with Events
• Accepting or Declining an Event Invitation
  • Forms Used to Accept and Decline Event Invitations
  • Accepting an Event Invitation
  • Declining an Event Invitation
• Previewing an Event
  • Understanding the Event Preview Process
  • Forms Used to Preview an Event
  • Previewing an Event
• Responding to an Event
  • Understanding Event Response
  • Forms Used to Respond to an Event
  • Responding to an Event
  • Entering Bidder Price Breaks
  • Entering Buyer Price Breaks
  • Entering Price Components
  • Selecting Values for a List Question
  • Submitting a Bid
• Reviewing Bid History
  • Understanding Bid History Review
  • Forms Used to Review Bid History
  • Reviewing Bid History
• Responding on Behalf of Bidders
  • Understanding How to Respond on Behalf of Bidders
  • Form Used to Respond on Behalf of Bidders
  • Responding on Behalf of Bidders
• Updating Address Book Information
  • Understanding JD Edwards EnterpriseOne Address Book Updates
  • Form Used to Update Address Book Information
  • Updating Address Book Information

7 Appendix A - Tables Used by the Operational Sourcing System

• Tables Used by the Operational Sourcing System