Understanding Events

Use the Event Workbench program (P43Q70) to review and create sourcing events. This program enables you to create both a request for information (RFI) and a request for quote (RFx).

When you create a sourcing event, you enter information to define the event, such as the business unit and the event name. Using settings in the Sourcing Constants program (P43Q90), the system provides default values for the event properties, such as whether a bid is required and whether to display question weights. You can either use the default values or change them as needed for each event that you create.

After defining the event, you must attach bid questions to your event. For an RFI, you attach only header questions, which typically ask for information about a company. For a request for quote, you attach header questions, which are optional, and detail questions, which ask for specific information about the items for which you created the event. You can use existing bid questions, modify existing bid questions, or add new questions. The percentage for the header questions must equal 100, and the percentage for the line questions must also equal 100. You can either assign a percentage to the header questions and add that percentage into each event line, or add the percentage to the combined percentages of each line.

See Understanding Header and Line Question Weighting.

After defining the event and attaching questions, you must invite bidders. You can invite bidders and suppliers that already exist in the JD Edwards EnterpriseOne Address Book system, or you can add them on an ad hoc basis. When you add bidders on an ad hoc basis, the system prompts you to enter a company name, a contact name, and contact information, and then adds the bidder to the Address Book Master table (F0101). For ad hoc bidders, the system does not create a supplier master record unless they are awarded a bid. The system stores bidders that you have invited to the event in the Event Invited Bidders table (F43Q30).

If you invite bidders who do not already have a user identification (ID) and a password, the system prompts you to create a user ID and password for the bidder. The system stores user passwords in the Event Bidder Password Temp table (F43Q35).

When you finish creating the event, click Submit to post the event for bidders to view. When you click Submit, the system notifies invited bidders using the preferred contact method that is specified in the bidders' address book records.

See Understanding System Setup for Operational Sourcing.