1. Using Procurement
  2. Default Line Attributes in Negotiations

Default Line Attributes in Negotiations

Many companies want to improve operational efficiency and enforce sourcing standards in their direct material sourcing process. Driving consistency with negotiation templates assures that corporate standards are being adhered to.

In the direct materials business process, there is often consistency across negotiation lines (items, parts, and so on) with line level details such as line level attributes.

You can define default values for line level attributes in the negotiation template, or when creating a negotiation. With this ability to define attributes, buyers can improve operational efficiency by applying these attributes to potentially large volumes of lines.

This feature provides the capability to set default line attributes either in the negotiation template or directly in the negotiation. When default line attributes are set, any new lines added to the negotiation online or using the lines import spreadsheet will have these attributes automatically applied. If negotiation style contains internal cost factors enabled for line price and has default line attributes enabled, The Manage Default Line Details button is displayed.

To set and apply attributes as line defaults:

  1. In the Sourcing work area, create a new negotiation template based on seeded style for example, Standard Negotiation.

  2. In Lines, click Manage Default Line Attributes.

  3. In the Manage Default Line Attributes page add group and attributes.

  4. Create a negotiation based on the negotiation style and template.

  5. In the Manage Default Line Attributes page, verify that you can see the group and attributes that were added in the negotiation template.

  6. If required, add another predefined group and attribute list and click Save and Close.

  7. Add a new line in the Lines table using the plus icon. Edit line to navigate to line details, and verify that you can see the groups and attributes added in step 3 and 6.

  8. If required, add a new line in the Lines table using a spreadsheet. Edit line to navigate to line details, and verify that you can see the Groups and Attributes added in step 3 and 6.

  9. Publish the negotiation.