Your request to export spreadsheet has resulted in unexpected errors. Your request for PDF has resulted in unexpected errors. Your request to optimize the award scenario has resulted in unexpected errors. Your request to import lines using a spreadsheet has resulted in errors. Please correct the errors in the spreadsheet and import again. Your request to accept the Award Optimization Scenario has resulted in unexpected errors. Your quote in response to RFQ has not been short listed and will no longer be included in further evaluation and awarding phases of this negotiation.
Your quote in response to RFQ has been short listed for the next phase of evaluation Financial. Reminder notifications are sent to certain persons associated with a negotiation if they have not responded to earlier notifications. For example, approvers on the collaboration team receive a reminder if they have not approved a negotiation document after a certain length of time.
Invited suppliers are also prompted to acknowledge whether they intend to participate in a negotiation. There are two types of approvals for buyers - document approval before publication and award approval after award decisions have been made.
Depending on the setup of the negotiation, document and award approval may not be required. Document approvers are set up as members of the collaboration team who have been designated as approvers. They review the document and approve or reject it prior to publication. Award approvers are determined by the approval hierarchy which is used. They review the award decisions and approve or reject them before any purchasing documents can be initiated.
Both document approvers and award approvers receive reminder notifications when they have not approved or rejected the document or award decisions within the appropriate timeframe. Suppliers receive notifications reminding them to acknowledge their intent to participate in the negotiation. Only those suppliers who have been invited by the buyer receive these reminders. Acknowledgement by respondents enables buyers to identify early in the negotiation process the companies that plan on participating and the ones that do not.
Based on such responses, buyers can better manage the negotiation process by inviting additional companies, manually extending the negotiation, or increase communications with the invited companies. Negotiation document approvers receive a notification halfway between when the first notification was sent and the preview date if one was specified , the open date if one was specified , or close date if the negotiation was defined as open immediately.
Negotiation award approvers receive a reminder notification 24 hours after the first approval notification is sent. The time at which the invited suppliers receive acknowledgment reminders depends on the available time in a negotiation. The available time in a negotiation is the difference between Preview Date and Close Date. If additional suppliers are added before the original reminder time, these new invitees receive reminders at the original time.
However, if they are added after the original reminder time, they do not receive reminders. If the buyer starts another round of negotiations before the reminder time, the reminder is not sent. The new round of negotiations is treated as a regular new negotiation and invited contacts in the new round should acknowledge their intent again.
If the negotiation is closed, cancelled or deleted before the reminder time, invitees do not receive any reminder notifications. Invitees do not receive reminder notifications if someone at their company has submitted a response. For each notification, the following details are covered: The recipient The triggering event Appropriate action by the recipient Any subsequent action Sample text Note: The sample text in this appendix reflects the text used for auctions notifications.
Notifications Content The notifications sent by Oracle Sourcing provide the recipient with high-level information about the negotiation as well as information related to the triggering event, including what action the recipient should take. Each notification contains the following regardless of the triggering event of the notification: Title: The title of the notification From: The person whose action initiated the notification.
To: The person to whom the notification is sent. Sent: Date and time the notification was sent ID: System generated number for this notification Company: The buyer company conducting the negotiation Title: The title of the negotiation Number: The negotiation number Negotiation Preview when appropriate : The date and time the negotiation opens for preview if specified Negotiation Open when appropriate : The date and time the negotiation opens for responding Negotiation Close when appropriate : The date and time the negotiation is to be closed as of the time the notification was generated the negotiation may have been closed early or extended after the negotiation was sent.
Please go to Negotiation Review page to view the document. Please go to Acknowledge Participation page to acknowledge your intent to participate. Please go to Review Changes page to review the changes for this amendment.
Important Note: This award decision may or may not result in the generation of a purchase order. When: concurrent program completes successfully Possible Action: none, information only Next Steps: Continue with award process..
When: concurrent program completes unsuccessfully Possible Action: none, information only Next Steps: Review errors and resubmit. Project Manager Role Menu Functions that allow users to perform project manager-related tasks. Project Workbench Tab Structure Functions that allow users to view tabs displayed for project pages. Sourcing Administration Functions that allow users to perform administrative tasks for example, setting up Oracle Sourcing, creating forms Sourcing Buyer Registration Menu Functions that allow users to register and approve suppliers.
Sourcing Contract Terms and Deliverables Functions that allow users to view and modify contract clauses and deliverables associated with Sourcing documents. Sourcing Discussions Functions that allow users to access online discussions. Sourcing Inquiries Functions that allow users to access inquiry pages. Sourcing Intelligence Reports Functions that allow users to access the Sourcing intelligence reports. Sourcing Surrogate Responding Menu Functions that allow users to create surrogate responses.
Sourcing Buyer Registration Menu Functions that allow users to register and approve suppliers. Sourcing Intelligence Reports Functions that allow users access the Sourcing intelligence reports. Sourcing Buyer Submenu Sourcing buyer submenu containing the prompts displayed in the navigator. Sourcing Super User Homepage Sourcing super user menu containing the tabs displayed on the Sourcing home page Sourcing Team Member Functional Areas Functional areas associated with collaboration team members Apply Lists to Creation Pages Functions that allow users to apply reusable lists to negotiations during editing.
Negotiation Abstracts and Forms Functions that allow users to access abstract and forms pages. Negotiation Analysis Functions that allow users to analyze negotiation responses. Negotiation Creation Pages Functions that allow users to create negotiations. Negotiation Creation Through Spreadsheet Functions that allow users to create negotiations through spreadsheets. Sourcing Contract Terms and Deliverables Functions that allow users to view and modify contract clauses and deliverables associated with sourcing documents.
Sourcing Concurrent Requests Functions that allow users to access Sourcing concurrent requests. Acknowledge Amendments Page Users can acknowledge amendments. Acknowledge Participation Users can acknowledge negotiation participation.
Advanced Workflow Worklist Users can access the advanced worklist to view notifications. Amendment History Seller Page Users can view supplier amendment history. Auction Monitor Users can view auction monitor. Bid By Spreadsheet Page Users can submit responses by spreadsheets. Cancel Proxy Bidding Page Users can cancel proxy bidding.
Compare Requirements Users can compare Requirements. Concurrent Errors Page Users can view concurrent errors for large negotiation requests. Create Response Page Users can create responses. Discussion Summary Users can access online discussions. Download Requests Page Users can view and download large negotiations requests. Edit Personal Information Users can edit personal information. You can see the descriptors in the Attributes region that are displayed and differentiated from catalog descriptors shopping category or base descriptors.
Unit of Measure Unit of measure in which you plan to purchase your item. The system recognizes the UN standardized unit of measure codes.
If you selected an amount based line type above, the default for this field is set by the Sourcing Super User. If the negotiation was AutoCreated from a backing requisition, the unit of measure value is carried from the backing requisition line item and is display only. If you selected the item from the Item Master directly in Sourcing, the UOM values available to you are only those appropriate to the item. If the negotiation was created from multiple backing requisitions, this is the total of the backing requisition line item quantities.
Estimated Quantity blanket purchase agreements only The organization's best estimate of demand for the item over the life of the blanket agreement. Note that this field is required for blanket purchase agreements and can be hidden from suppliers. It cannot be scored. Minimum Release amount blanket purchase agreement only The minimum monetary amount for a release against a blanket agreement.
The amount of a release must be equal to or greater than the minimum. Accept the default address or click the flashlight icon to browse for a different address. If this negotiation was created from backing requisitions, the ship-to address is display only. You can assign a default owner for this line. When the negotiation is awarded and is being executed, you can route your pay item work confirmation to the owner of the pay item for acceptance.
Currency and Price Precision This is the default ledger currency for your operating unit and the price precision you selected when you created your negotiation header. You cannot change these values. Start Price The price at which responding for one unit of an item must begin.
A start price is not required, but if the buyer specifies one, all responses must be equal to or below the Start Price. If the negotiation was created from backing requisitions, the start price defaults to the lowest requisition price of all requisitions for that item. However, if the line type is amount-based, the start price defaults to the requisition quantity. Target Price Price you hope to pay for one unit of your item.
Select "Display to Suppliers" if you want the participants to see your target price. Current Price Price you are currently paying for the item. The current price is used to calculate negotiation performance used for savings calculations in the application. If you supply values for both fields, you specify a time window inclusive of the end date.
If you leave both fields blank, there is no time constraint on receiving the item. A value in Need-By From with no value in Need-By To indicates the date on or after which you need to receive the item. A value in Need-By To with no value in Need-By From indicates the date on or before which you need to receive the item.
You can use the pop-up calendar to pick your dates. If the negotiation was created from a single backing requisition, the Need-By From and the Need-By To fields are set to the requisition need-by date.
If the negotiation was created from multiple backing requisitions, the Need-By From field defaults to the earliest requisition line's need-by date. The Need-By To field defaults to the latest requisitions need-by date. If this is a complex work negotiation, you can enter additional relevant information:.
Enter the values for financing and retainage attributes. Organizations can also decide to default these values from the sourcing template applied on the sourcing document. Default Project Information - If you have enabled Oracle Projects for the organization and there are no backing requisitions for this line, you can enter the project information associated with this negotiation.
The Award field is displayed if you have enabled Oracle Grants. The project information provided for the line is used to default the project information for the Pay Items associated with this line. Select the type of pay item from the Type menu. There are three values for Type: Milestone, Rate and Lumpsum. You can restrict the usage of certain types by setting up the Document Style appropriately in Oracle Purchasing.
If you selected a pay item type of Rate, select the unit of measure from the Unit menu and enter a number in the Quantity column. If you need to modify any pay item information, or if you wish to associate specific project information or provide a note or attachment to a specific pay item, click the Update icon and enter the information on the Update Pay Item page.
Attributes Attributes are used to describe the good or service being purchased. They identify characteristics which will negotiated on in addition to item price. In a Multi-Attribute Weighted Scoring negotiation, you can assign weights and scores to attributes. Note that depending on how your system is set up, if the outcome of this negotiation is a purchase agreement Blanket Purchase Agreement, Global Blanket Purchase Agreement, or Contract Purchase Agreement item descriptors assigned to an item in the Item Master or the Unified Catalog may be automatically added as Attributes for that item.
These attributes are assigned to the default Attribute Group, but you can modify that if necessary. If the system is set up to not automatically add descriptors as Attributes, you can add them yourself by clicking Add Catalog Attributes. On the Search and Select: Add Catalog Descriptors , click Go to see all the descriptors defined for that item, or enter a search value to see only those descriptors whose name or description begin with those characters.
Enter price break information to negotiate a pricing structure with your supplier based on quantity, ship-to location, and effective-date values. See Using Price Tiers for information on defining price breaks.
Cost Factors Cost factors allow you to capture additional item costs such as freight or special charges. See Using Cost Factors for information on using cost factors. Select the Negative Cost Factor check box to indicate that the cost factor is a negative cost factor. Note that you must ensure that the total of the line price is not negative. Note and Attachments Optional information you can provide to users of your document.
See Using Notes and Attachments for details on using notes and attachments. When you have finished entering your line information, click Apply.
You return to the Create: Lines page and the line you just entered appears in the Lines table. To enter another auction item online, click Go. Follow the preceding instructions. Note that if your negotiation is a large or very large negotiation, you only see the line s you just created in the Lines table if you used spreadsheet upload, or added lines from the Catalog or your Favorites, you could have created multiple lines.
To display more lines, you must use the Search facility. On the Stores page, select a store type and enter a search item in the Search fields, and click Go. When the Search Results page display, select one or more items for which you wish to create negotiation line s. On the right side of the page, you see information about the negotiation you are creating and the items you are adding. View the information and if it is correct, click Complete.
You are returned to the Create: Lines. If the item you selected from the Unified Catalog has an item number associated with it, you must define a Need-By date. Click the pencil icon for the line to update the line information. If you have a range of dates, enter the beginning of the range in the Need-By From and the ending date in the Need-By To field.
The earliest Need-By date must be later than the close date of the negotiation. Note that if there is a supplier associated with the item, that supplier is automatically added to the invitation list for this negotiation, and you must specify a supplier contact. See Inviting Suppliers to Participate in a Negotiation for details on how to specify supplier contacts. When the page displays the items for that Favorites List, select one or more items for which you wish to create negotiation line s.
You can add alternate lines to the negotiation if the checkbox Allow Alternate Lines is enabled in the Line Summary page and Line Details pages. This checkbox is enabled only if the checkbox Allow Alternate Lines on Supplier Responses on the Controls page is enabled. On the Create: Lines page, use the instructions on creating independent lines to create your lot.
Lot lines are indicated by the market basket icon in the Line column. Click the plus sign icon in the Add Line column to add your first lot line. On the Create: Lines page, follow the instructions on creating independent lines, adding lines from the Catalog, or adding lines from your Favorites list to create you lot line.
Group lines are indicated by the summary page icon the Greek letter sigma in the Line column. On the Create: Lines page, click the plus sign icon in the Add Line column to add your first group line. On the Create: Lines page, use the instructions on creating independent lines, adding lines from the Catalog, or adding lines from your Favorites list to create your group line.
After you have created your lines, lots and groups you can change their locations if necessary. The order of negotiation rules is important if you use staggered closing staggered closing for your negotiation lines. If you use the Within option to move a line into a lot or group, it is appended to the end of the lot or group. On the Lines: Move Lines page, the entries you selected previously appear as greyed out radio buttons.
Within Selection does not appear as an option if you chose to move a lot or group. Note that you cannot move lines within a large or very large negotiation. Select Import Lines to add lines to a negotiation. Click Import Pay Items to add pay items for a complex work negotiation. Pay items for all lines created so far are uploaded. When you have completed the template, return to the Lines: Import Spreadsheet page, navigate to the location of your completed spreadsheet file, and click Import.
If there are errors with the upload, error messages are displayed describing the errors. For each error, the message will indicate the spreadsheet line, the column, and a description of the error. Access the spreadsheet, correct the errors and try uploading again. If the upload is successful, the lines that you have uploaded are listed on the Create: Lines page.
When the upload has completed, the lines that you have uploaded are listed on the Add Lines page. If you created the negotiation using a spreadsheet, any spreadsheet item category values take precedence over item category values defined for the negotiation template. If you used a negotiation template, any item attributes defined to the template are added to any item attributes defined in the spreadsheet.
If the same item attribute is defined in both places, the spreadsheet value takes precedence. See Defining Service-Related Lines for information on defining service-related line types. When using the feature, the closing time for the second line of the negotiation is later than the closing time for the first line you specify the time of the initial close and the close elapse interval by setting response controls. Staggered closing affects independent lines, lots and groups, that is, the lines within a lot or group are closed at the same time.
When you use staggered closing, the order in which the lines appear in your negotiation is important. If AutoExtend is in effect and is triggered for a line, the close time for succeeding lines is adjusted accordingly. See Understanding Response Controls for directions on setting response controls.
Services related line types allow you to negotiate on labor contracts and general services. The outcome document of the negotiation determined the type of services for which you can negotiate. From the Add Line menu on the Create Lines page, select Online to continuing entering your line description online, or click Load from Spreadsheet to upload a previously completed spreadsheet file containing all the line information.
On the Lines: Create Line page, make sure you select a temporary labor, rate-based line type, and click Go. Search and select a job from the Job menu. Create attributes as needed to solicit additional information for this line. Specify how price differentials are to be used within the negotiation for example, is a response to the price differential required.
Select the price type for example, vacation , and specify the differential associated with this price type. If you need to specify price breaks, click Select Price Break Settings and ensure it is not set to None. On the Lines: Create Line page, make sure you select a temporary labor, fixed-rate line type, and then click Go. Search and select a Job from the Job menu. On the Lines: Create Line page, make sure you select a general services, fixed-price line type, and then click Go.
When you create a new RFI , RFQ, or Buyer's Auction , you set response controls to determine the negotiation length, participants, responding frequency, open and closing times and many other variables.
After you have entered the negotiation header , and added line s , click the "Controls" link to access the Create Controls page for that negotiation. Complete the following fields as appropriate for the negotiation type. You must have created your negotiation header before you can create negotiation controls. Note that for fields where you enter a date and time, the default time value the system uses is the time when you entered a value in the field. You can edit the value to change the time if needed.
They can view the negotiation's details but cannot place responses. Once closed, no further responses may be accepted.
If you allow the control manual extend , the time limit for the negotiation can be extended past the original close date. When you extend a negotiation you specify the new close date. Note: If you wish to use staggered closing for your negotiation line, click the Staggered Closing checkbox and specify the Close Date and the time interval to elapse between line closing.
This is displayed to the respondents. Restrict to invited suppliers You can allow all suppliers to respond to the negotiation or you can specify that participation is by invitation only. Note: If you specify that participation is by invitation only, you must invite at least one supplier to participate.
Allow supplier to see other suppliers' contract terms, notes and attachments You can specify that suppliers in the negotiation will be allowed to see any notes and attachments included with other suppliers' quotes or bids, or you can restrict suppliers from seeing other suppliers' notes and attachments.
Allow supplier to select lines on which to respond You can allow participants to respond to individual lines s in the negotiation, or specify that they must respond to all lines in the negotiation.
Require full quantity You can specify that participants must submit responses for the full quantity specified in the line. Alternatively, participants can submit responses for partial quantities.
If you have weighted and scored the quantity attribute, you must set this to No. Allow multiple responses You can specify that respondents must submit a single, best response in the negotiation, or may submit multiple responses during the negotiation open period.
When this checkbox is selected, the system enables suppliers to submit multiple responses, of which only one can be active. When you select this checkbox, another checkbox displays: Allow suppliers to submit Multiple Active Responses.
Select this checkbox also, if you would like to provide suppliers the ability to quote or bid multiple times for the negotiation or revise their response , and each offer is an active offer. The checkbox Allow suppliers to submit Multiple Active Responses is enabled and displayed only if the checkbox Allow Multiple Responses is selected. Allow multiple rounds of negotiation You can specify that the negotiation can continue into additional rounds after the close date, or you can specify that the negotiation will not be allowed to continue into additional rounds past the close date.
Allow Quote Withdrawal does not disqualify an offer, that is a different case: The supplier voluntarily withdraws their offer, either because they no longer wish to compete for an award. Offers can be withdrawn only as long as the negotiation is open. Withdrawn offers can be revised to match the solicitation requirements and can be updated by the supplier user. The revised offer contains all the elements price, quantity, etc of the original withdrawn offer because these data elements are defaulted from the system.
Require award approval You can choose to require the award decision to be approved before a purchase order can be generated. Note that this bid control is only available for second or subsequent rounds in a multiple round negotiation. Suppliers are required to lower the line price when submitting a revised response If you have allowed suppliers to submit multiple bids, you can specify that they must submit rebids that are reduced by a specific minimum amount or minimum percentage.
That is, rebids must decrease by this minimum amount. You can enter either a straight amount or a percentage by which bids must improve. Use numbers, for example, " Note: A bid decrement amount will always be applied to a supplier's current bid price.
If you specify your bid decrement amount as a percentage, the decrement percentage will be calculated based on a supplier's original bid price, but will be applied to the supplier's current bid price. For example :. Allow manual close before the Close Date You can choose to allow the negotiation to be closed before the close date.
Otherwise, the negotiation cannot be closed until the close date and time specified above. Allow Alternate lines on Supplier Responses The checkbox Allow Alternate lines on Supplier Responses enables suppliers to enter Alternate lines only if the checkbox is selected. If this checkbox is Allow Alternate lines on Supplier Responses not selected, the Allow Alternate Lines column in the Negotiation line summary page and in the line details page is not be displayed.
If, in the first round of the negotiation, the buyer enables Allow Alternate lines on Supplier Responses on the Controls page then Allow Alternate Lines is displayed on line level; however, in the second round of the negotiation, if the buyer does not select Allow Alternate lines on Supplier Responses in the Controls page, then the checkbox Allow Alternate Lines on line level is not displayed on the Lines Summary and Line Details pages.
This checkbox enables alternate lines to be cascaded to new rounds or amendments of the negotiation as well. Allow manual extend when the negotiation is open You can choose to allow a negotiation to be extended. When a negotiation is extended, you enter a new close date and time. Allow AutoExtend You can have your auction automatically extended if a new winning bid is received during the final minutes of your auction. For example, if you enable an AutoExtend of 30 minutes, with AutoExtend set to start at the current scheduled auction close time, and a new winning bid is received in the final 30 minutes of the auction the AutoExtend period , your auction will be automatically extended for 30 minutes past the currently scheduled close time.
Note: If you selected the option "Allow manual extend when the negotiation is open," you can revise your AutoExtend settings while the auction is in progress. You can choose to have AutoExtend triggered for any number of the top ranked bids. For example, you could choose to have AutoExtend triggered whenever you receive a better bid for not only the current winning bid, but also for the current second or third best bids as well.
If you know you will award this line to multiple suppliers, the feature allows you to encourage competition on not just the top bid, but competing bids as well. Enable this feature by specifying the lowest ranking bid for which the receipt of a bid can trigger AutoExtend. If this field is left blank, any bid will trigger AutoExtend. Lines to AutoExtend You can extend bidding for all auction lines, or only for those lines that receive winning bids during the AutoExtend window.
The AutoExtend period is determined by the length of each AutoExtension see below. Start Time of Extensions You can start AutoExtensions at the scheduled close time of the auction or at the time that a triggering bid is received during the AutoExtend period prior to the close time.
For example, if you enable an AutoExtend of 30 minutes and a triggeting bid is received in the final 30 minutes of the auction, your auction will automatically extend for 30 minutes past the scheduled close time of the auction if you select "Close Date.
This setting also determines the end-of-auction period during which the receipt of a triggering bid triggers an AutoExtension. For example, if you specify that each AutoExtension is 20 minutes :. The period from 20 minutes prior to the scheduled close of the auction to the scheduled close of the auction is the AutoExtend period during which the receipt of a competing bid will trigger AutoExtend.
Number of Extensions Enter the maximum number of extensions allowed before a line is finally closed for bidding. If this field is left blank, there is no limit to the number of extensions.
Allow Staggered Awards By default, this check box is clear. If you select this check box, the application will enable staggered awards for the negotiation. When you create an amendment, or copy this negotiation, the application copies this control to the new negotiation.
This check box is available only for RFQs and Auctions. Note: You can choose the Partially Awarded status and only when all lines are awarded, the status will change to Completed, Purchase Order Created. You can choose the Finally Complete Award action to close the negotiation for further awarding at any time after the negotiation is partially awarded. It may be the case that one or more approvers must review and sign off on your award recommendation before you can generate its associated purchasing document.
This ensures that, once created, the purchasing document will not need to be changed in the future. You can require the approval of the award recommendation by clicking the "Require award approval" response control on the Controls page while creating your negotiation. Once you have saved your award decisions, a notification is sent to the first approver in the approval chain requesting that the approver view the decision, which the approver can accept or reject.
If the approver rejects the decision, a notification is sent to the negotiation creator. If the approver allows the decision, a notification is sent to the next approver in the approval chain. The approval cycle continues until all the required approvers have viewed and approved the decision. Once the decision has been approved, a notification is sent to the creator who can then begin generating the purchasing document. You can use Oracle Sourcing's advanced supplier search facilities to search for suppliers based on a single or a complex combination of search values.
Using Sourcing's Supplier Research capabilities, you can search supplier information contained in supplier profiles, the Approved Supplier List, or the history of recent sourcing transactions. You can use the Supplier Research feature to identify suppliers to add to a negotiation or a reusable invitation list you are creating. You can search for a particular supplier by name or use other search criteria to identify a single supplier or a group of suppliers. As you identify appropriate suppliers, you can add them to an invitation list and then apply the list to the negotiation you are creating.
You can also save the list to apply to future negotiations. You can also conduct in-depth research on recent sourcing transactions that you have conducted with a particular supplier. You can search the supplier's profile, see the supplier's recent transaction history, and view Approved Supplier List or contact information for that supplier.
There are several methods you can use when searching for a supplier or group or suppliers. You can use a single search value or a combination of multiple search criteria to tailor your search as broadly or narrowly as needed.
You can also combine the multiple search types discussed below:. If you search supplier profiles, you see all suppliers whose Products and Services section of their supplier profile indicates that they can provide the item category or commodity. If you search the Approved Supplier List, you see all supplier who are approved to supply the item or item category. If you search the Negotiation History, you see all supplier from whom you have recently sourced for the item category or commodity.
When using category or commodity searches in the Approved Supplier List, you get a match on any supplier associated with an item defined to that category, or an item defined to a category that is defined to that commodity.
Note: The time period for which transation information is kept can be defined by the System Administrator. You can perform complex, detailed searches on Approved Supplier List or Business Classification information. Approved Supplier List searches are performed within a particular inventory organization. You can search by item name or description.
You can search for suppliers with a particular ASL status. You can also search for suppliers who are distributors of a particular manufacturer. You can search Business Classifications to find suppliers with a particular legal or ownership status. On the Supplier Research page, enter the name or initial part of the name for the supplier in the Supplier Name field and click Search.
To add a supplier or group to a negotiation's invitation list, select the supplier s from the search results display and click Add to Invitation List. To view supplier information, click the supplier name link. To search a supplier's profile, the Approved Supplier List, or transaction history using a category or commodity:. Enter a commodity or category value, or use the flashlight icon to search for and select a value.
Enter a search value for one of the ASL search fields, or use the flashlight icon to search for and select a value. Note: Searching by Item Description displays approved suppliers of any items whose item description includes the text you enter.
Once you have identified a supplier in which you are interested, you can view in-depth information on that supplier by clicking its name link. Transactions History - The Transactions History entries display summary information on recent sourcing and purchasing transactions you have completed with this supplier.
The length of time transactions a retained is set by the Sourcing System Administrator. Approved Supplier List - The Approved Supplier List table shows all items or item categories this supplier is approved to provide. It also shows whether the supplier is a direct supplier or distributor of the item. Products and Services - Displays the products and services this supplier indicates it can provide.
Business Classifications - Displays all classifications and certifications applicable to the supplier. If you do not override the default, participation in RFQs is by invitation only and you must invite at least one supplier. However, you can choose to open your RFQ to all suppliers. If you do, you do not have to explicitly invite any suppliers. Unless you specified differently on the negotiation Controls page, auctions are open to all bidders by default.
Bidders will see your auction when they search using the Active Auctions page. Even though the auction is already open to them, you can choose to also send certain bidders notifications of a particular auction to encourage their participation. You can select the bidders you wish to notify from a list of suppliers, or if you frequently invite a certain group of bidders, you can apply a predefined invitation list that identifies these bidders.
You can restrict your auction to bidders you specifically invite by selecting the appropriate control on the negotiation Controls page. After entering your negotiations header , line s , and any response controls, you can create a participants list on the Create Negotiation: Suppliers page:.
Click the Add Supplier to search for and add suppliers to your invitation list. Click Add Invitation List to apply a predefined list of suppliers. Search for and select the Invitation List you want to apply. You can use the same list for different negotiations. From the search results, select the suppliers you wish to invite and click Add to Invited Suppliers.
You can continue to search and add additional suppliers. You can click the Register New Suppliers button to create a registration request on behalf of a new supplier if you have the authorizations, you can both register and approve the supplier.
The prospective supplier is added to the invited suppliers list. Use the Delete and Delete All buttons to delete suppliers. When users click on Delete after selecting one or more suppliers, the suppliers get deleted from the invitation list. Users need to select at least one supplier for the delete operation to work, otherwise a warning message displays.
Delete All ensures that all the suppliers get deleted from the invitation list. A confirmation window displays, asking if you want to proceed. If you click Yes, all suppliers will be deleted. The system ensures that there are no duplicate suppliers in the invitation list when a reusable supplier list is added to the Suppliers tab using Add Supplier List and there are existing suppliers in the invitation list.
The following situations are addressed:. If a supplier without a site is in the invitation list already, and the reusable list consists of the same supplier name, the supplier name regardless of site will not be added again multiple times to the invitation list from the reusable list. If the invitation list consists of a supplier with one or more site names, the system will not add the supplier name without any site or with the same site from the reusable list.
However, the supplier with a different site may be added to the invitation list. Once you have added all your suppliers, click Apply, you return to the Create Negotiation: Suppliers page. If there are multiple supplier sites Supplier Site is another term for Address Name , select the specific site you wish to invite to the negotiation.
Users at different sites for the same supplier can each submit a response. If there are multiple contacts for each site, select which contact you wish to notify about this negotiation from the contact list. Additionally, if you know the e-mail addresses of any other contacts at the company including possibly a distribution list , you can enter it in the Additional Contact Email field approved suppliers only.
If the contact is specified in the Additional Contact Email unregistered, a notification is sent to invite the contact to register and participate in the negotiation. The supplier user receives an email notification with the negotiation invitation and a link to access the user registration page. Once the registration request has been approved, the user can participate in negotiations. Note that if you added a line from the Unified Catalog or one of your Favorites Lists, there may be a supplier associated with that item.
If so, that supplier has been added to your invitation list and you must select a contact. The system sends notifications to the invited suppliers providing them details of the negotiation. If you know the necessary information about a supplier, you can register that supplier directly through Sourcing. The supplier then shows up as a prospective supplier and can be added to an invitation list using the directions above. A registration request is generated for the invited supplier user.
Once the registration is approved, that supplier user can respond to the negotiation. If you have the necessary authorizations, you can both register and approve the supplier. The supplier user shows up with the address added as an RFQ-only site for the supplier. Note: You can also invite and register additional suppliers while the negotiation is in progress.
Your invitees will receive email notifications inviting them to participate once the negotiation is successfully submitted.
You can restrict which negotiation lines a supplier can access and respond to. You can restrict access at the line, lot, or group level. Follow the instructions in Inviting Suppliers to Participate in a Negotiation to search for the suppliers you wish to invite and to add them to the negotiation invitation list. On the Suppliers: Control Access page, you see all the lines, lots and groups defined to the negotiation.
If any members of the collaboration team are designated approvers, you must obtain their approval on your negotiation document before you can publish it. All approvers must approve the document. Once you submit your document for approval, the approvers are sent notifications requiring their interaction.
An approver can approve the negotiation document or reject it, in which case you receive a notification of the rejection. The rejection notification may include a request for more information or additional information explaining the reason for the rejection. Create your negotiation. On the Create Negotiation: Header page ensure that all necessary approvers are included on the Collaboration Team and marked as Approvers. During the approval process, you can view a table displaying the events that have occurred concerning your approval submission.
These include your initial submission and any approvals or rejections your document has received. Once all approvers have approved the document, the Publish button becomes available on the Create Negotiation: Review page. Click Publish to open the negotiation for preview or responding.
Once you have defined your negotiation, you have the opportunity to review all information prior to submitting it for approval or publishing it. The Create Negotiation: Review page provides you access to all the information you defined to your negotiation. You can review and modify this information if necessary. You can view and modify. To view a particular set of information, click the tab for that section. To update information in a section, click Update. You can print a hardcopy version of the entire negotiation buyer version or a supplier version, which does not contain internal details for example, a target line price if not displayed to suppliers.
You can also print a supplier-specific version that contains only details appropriate for that supplier. To print a copy of the negotiation, select the appropriate version from the Actions menu.
You can save a. Once you have reviewed your document and ensured that it complete and correct, you can submit it. If your negotiation is very large , a concurrent program is started to publish the information. While the negotiation is being published, you cannot edit it. Manage Draft Negotiations page. If errors occurred, a link from the Status column displays a page containing information on the errors that happened.
After correcting the errors, you can resubmit the document.
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