Redwood: Manage Large Negotiations

You can now manage large negotiations with background processes for high line volumes in the Redwood experience. 

Create, Publish, and Monitor Large Negotiation

Create a large negotiation draft by selecting a template that's enabled for processing a large volume of negotiation lines. Use the FBDI process to import the negotiation lines, then view the lines data and use the search and filter capability to find specific lines.

Overview and Lines in Edit Negotiation

Provide the necessary details across all other sections including suppliers to be invited. On the Review and Publish step, you can use the Validate action to ensure the negotiation has correct information, and publish the negotiation. The Monitor Processes action launches a page that tracks the background processes submitted for the negotiation. 

Review and Publish in Edit Negotiation

Process Submitted Confirmation

Once published, you can Invite additional suppliers, create an amendment, or create a new round for a large negotiation using the same steps similar to any negotiation with the difference that these actions use background processes. 

You can monitor an active negotiation for responses and perform offline analysis using actions for lines and requirements namely Analyze Lines by Spreadsheet and Analyze Requirements by Spreadsheet.     

Analyze Requirements and Lines using Spreadsheets

You can use the negotiations dashboard to filter on large negotiations only.  

Large Negotiation Filter

Award Large Negotiation

After the negotiation is closed, you can use the Award dashboard to award suppliers. For large negotiations, the application doesn't apply a default award. You can quickly award by a supplier from the suppliers tab or you can use the Award Lines by Spreadsheet action to upload line-specific award decision. You can submit the award for approval if the negotiation is configured to require approval. You can finalize the award and reopen finalized award to modify previously saved award information. The application submits relevant background processes for actions in the award flow. 

 

Submit Award Process

 

Importing Award by Lines Spreadsheet

Create Purchasing Documents

After the award decision is finalized, the Create Outcome action gives you options to create final purchasing documents, create and review staged documents, or cancel purchase documents creation for a large negotiation. You can select the desired option and after the processes are complete, you can review the staged or final documents.

On the Staged Agreements or Staged Purchase Orders page, you can reset any changes you may have made to the documents using the Reset action. If there are backing requisition lines in the large negotiation, award quantity is automatically allocated to fulfill backing requisitions. For large negotiations, you can't manually update allocations data when reviewing staged purchase orders or agreements. 

You can view the details of all the background processes using the Monitor Processes page. You can also cancel a process while it is running. 

Monitor Processes

Customers across industries that need to process very high line volume negotiations can easily do so using this Redwood feature. Background processes with completion notifications increase category manager efficiency managing large negotiations throughout their lifecycle. 

Steps to enable and configure

To use this feature, you must enable these profile options if you haven't already.

• Redwood Pages for Sourcing Enabled (ORA_PON_SOURCING_REDWOOD_ENABLED). 
• Redwood Page to Create Negotiation Enabled (ORA_PON_CREATE_NEGOTIATION_REDWOOD_ENABLED)
• Redwood Page to Award Negotiation Enabled (ORA_PON_AWARD_NEGOTIATION_REDWOOD_ENABLED)

For instructions on enabling a profile option, refer to the Set Profile Option Values topic.

Tips and considerations

• The FBDI template to import negotiation lines is unchanged for Redwood and existing files to import lines. 
• The feature to group backing requisition lines when creating purchase documents isn't supported in this release. 
• The supply chain financial orchestration related controls that impact grouping of awarded lines aren't supported in the Oracle Sourcing application.   

Key resources

• For more information on using FBDI to create negotiation lines, see the Oracle Fusion Cloud Procurement: File-Based Data Import (FBDI) for Procurement guide. 
• How you create large negotiations
• How you award a large negotiation
• How you manage a large negotiation lifecycle 

Access requirements

Users who are assigned a configured job role that contains this privilege can create large negotiations:

• Create Supplier Negotiation (PON_CREATE_SUPPLIER_NEGOTIATION_PRIV)

Users who are assigned a configured job role that contains this privilege can analyze large negotiations:

• Award Negotiation Response (PON_ANALYZE_NEGOTIATION_RESPONSE_PRIV)

Users who are assigned a configured job role that contains these privileges can award large negotiations:

• Award Supplier Negotiation (PON_AWARD_SUPPLIER_NEGOTIATION_PRIV)
• Award Supplier Negotiation as Owner (PON_AWARD_SUPPLIER_NEGOTIATION_OWNED_BY_SELF_PRIV)

Users who are assigned a configured job role that contains this privilege can finalize the award:

• Complete Supplier Negotiation Award (PON_COMPLETE_SUPPLIER_NEGOTIATION_AWARD_PRIV)

Users who are assigned a configured job role that contains either one of these privileges can create purchasing documents:

• Create Purchase Order (PO_CREATE_PURCHASE_ORDER_PRIV)
• Create Purchase Agreement (PO_CREATE_PURCHASE_AGREEMENT_PRIV)

These privileges were available prior to this update.