Oracle Sourcing Implementation and Administration Guide

1/12/2016
OracleSourcingImplementationandAdministrationGuide
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Release12.1
PartNumberE1341105
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ImplementingOracleSourcing
Thischaptercoversthefollowingtopics:
Introduction
OverviewofOracleSourcingImplementation
UpgradinganExistingOracleSourcingSystem
Prerequisites
OracleSourcingImplementationSteps
SettheEnterpriseName(Required)
DefineSystemProfileOptions(Required)
AssignSourcingResponsibilities(Required)
DefineBuyerSecurity(Optional)
SetUpAttributeGroupsandRequirementSections(Optional)
SetUpNegotiationsConfiguration(Optional)
SubscribetoNotifications(Optional)
RegisterSuppliersandSupplierUsers(Required)
DefineNegotiationTermsandConditions(Optional)
DefineReusableAttributeLists(Optional)
DefineReusableRequirementLists(Optional)
DefineCostFactorsandCostFactorLists(Optional)
DefineReusableInvitationLists(Optional)
DefineNegotiationStyles(Optional)
DefinePurchasingDocumentStyle(Optional)
DefineNegotiationTemplates(Optional)
CreateAbstractsandForms(Optional)
SetUpDocumentPrintLayouts(Optional)
SetUpDemandWorkbench(Optional)
EnableAwardApproval(Optional)
EnableSourcingOptimization(Optional)
EnableOracleProcurementContracts(Optional)
EnableOracleServicesProcurement(Optional)
SetUpInboxforNotifications(Optional)
SetUpEnhancedSupplierSearchFeature(Optional)
EnableSupplierSiteAccess(Optional)
EnableSupplierScorecard(Optional)
CustomizeContent(Optional)
CustomizeTwoStageRFQ(Optional)
ExtendSourcingBusinessEvents(Optional)
SetUpAdditionalInformationforNegotiations(Optional)
SetUpEarnestMoneyDeposit
Introduction
NewCustomers
AnewOracleSourcingsystemcanbeeasilyimplemented.IfyouhaveOraclePurchasingalsoimplemented,theOracleSourcingimplementationprocessis
eveneasier.Additionally,manyimplementationstepsareoptional.ThischapterdetailsthestepsrequiredtoimplementanewOracleSourcingsystem.
ExistingCustomers
Additionally,existingcustomerscanusetheinformationcontainedinthischaptertoupgradeanexistingOracleSourcingsystem.SeeUpgradinganExisting
SystemlaterinthischapterforinstructionsonupgradingyourexistingOracleSourcingsystem.
ImplementingOtherEBusinessSuiteApplications
OracleSourcingmakesuseofsetupandreferencedatamanagedinotherEBusinessSuiteapplications,especiallyOraclePurchasing.Thereforesome
portionsofotherEBusinessSuiteapplicationsmustalsobeimplementedtouseOracleSourcing.
ThePrerequisitesteplistedinthetablebelowrequiresyoutochecktheinformationinAppendixA,"ImplementingEBusinessSuiteforOracleSourcing."If
youhavenotimplementedtherequiredportionsoftheOracleEbusinessSuite,usetheinformationinthisappendix,alongwiththeindicatedproduct
documentation,toperformtherequiredimplementationsteps.
Additionally,therearesomeOraclePurchasingstepsthatarenotrequiredbyOracleSourcingbutcanbeusedtosupportmultinationalnegotiations,reflect
yourcompany'sbusinessstructure,standardizeyourbusinesspractices,orsupportoptionalfeaturesofOracleSourcing.SeeOptionalEBusinessSuite
ImplementationStepsinAppendixA,"ImplementingEBusinessSuiteforOracleSourcing."forinformationonthesesteps.
OverviewofOracleSourcingImplementation
ThetablebelowidentifiesthestepsnecessarytoimplementOracleSourcing.ItincludesstepsperformedbothwithinOracleSourcingandinresponsibilities
https://docs.oracle.com/cd/E18727_01/doc.121/e13411/T354132T354136.htm
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outsideofOracleSourcing.Foreachstep,thetableindicateswhetherthestepisrequiredandwheretolookforadditionalinformationifanyisneeded.
Theremainderofthischapterprovidesanexpandeddiscussionofeachimplementationstep.IfthestepisperformedusingtheAdministrationfunctions
withinOracleSourcing,detailedinformationonnavigationpathsandpagelevelinformationisgiveninthischapter.
IfthestepisperformedoutsideofOracleSourcing,referencestoappropriatedocumentationaregivenaswellasanyOracleSourcingspecificinstructions
onperformingthatstep.
SinceOracleSourcingisoneofEBusinesssuiteapplications,suppliersandsupplierusersmustregisterwiththesystem.Oncetheyreceivetheirsystem
generatedsignonsandpasswords,theycanaccessandparticipateinnegotiations.OracleSourcingprovidesfeaturestoallowsuppliersandsupplierusersto
easilyregisterwiththesystem.
NewSystemImplementationSteps
Step
Number
StepName
Required? InformationSource
Prerequisite ReviewInformationinAppendixA
Yes
AppendixA,ImplementingEBusinessSuiteforOracleSourcing
SettheEnterpriseName.
Yes
Instructionsinthischapter.
DefineSystemProfileOptions
Yes
OracleEBusinessSuiteSystemAdministrator'sGuideusingtheinformationinthischapter.
AssignSourcingResponsibilities
Yes
OracleEBusinessSuiteSystemAdministrator'sGuideusinginformationinthischapter.
DefineBuyerSecurity
No
OraclePurchasingUser'sGuideusinginformationinthischapter.
SetUpAttributeGroupsand
RequirementSections
No
OracleEBusinessSuiteDeveloper'sGuideusinginformationinthischapter.
SetUpNegotiationsConfiguration
No
SubscribetoNotifications
No
InstructionsinthischapterandAppendix.
RegisterSuppliersandSupplierUsers Yes
OracleiSupplierPortalUser'sGuide.
DefineNegotiationTermsand
Conditions
No
10
DefineReusableAttributeLists
No
11
DefineReusableRequirementLists
No
12
DefineCostFactorsandCostFactor
Lists
No
13
DefineReusableInvitationLists
No
14
DefineNegotiationStyles
No
15
DefinePurchasingDocumentStyles
No
OraclePurchasingUser'sGuideusinginstructionsinthischapter.
16
DefineNegotiationTemplates
No
17
CreateAbstractsandForms
No
OracleEBusinessSuiteSystemAdministrator'sGuideusinginformationinthischapterforcreatingvaluesets
andvalues.
18
SetUpDocumentPrintLayouts
No
OracleXMLPublisherUser'sGuideforinstructionsoncreatingtemplates.OraclePurchasingUser'sGuidefor
instructionsonassigningtemplatestodocuments.
19
SetUpDemandWorkbench
No
OracleEBusinessSuiteSystemAdministrator'sGuideandConfiguring,Reporting,andSystemAdministration
inOracleHRMSusinginformationinthischapter.
20
EnableAwardApproval
No
OracleApprovalsManagementImplementationGuideusingInstructionsinthischapter.
21
EnableSourcingOptimization
No
OracleEBusinessSuiteSystemAdministrator'sGuideusinginstructionsinthischapter.
22
EnableOracleProcurementContracts No
OracleEBusinessSuiteSystemAdministrator'sGuideforinformationonsettingprofileoptionsandsecurity.
OraclePurchasingUser'sGuideforinformationonsettingdocumenttypes.
23
EnableOracleServicesProcurement
No
OracleEBusinessSuiteSystemAdministrator'sGuideusinginformationinthischapter.
24
SetUpInboxforNotifications
No
Informationinthischapter.
23
SetUpEnhancedSupplierSearch
Feature
No
OracleiSupplierPortalUser'sGuide.
25
EnableSupplierSiteAccess
No
OraclePayablesUserGuideusinginformationinthischapter.
26
EnableSupplierScorecard
No
OracleDailyBusinessIntelligenceImplementationGuideusinginstructionsinthischapter.
27
RenameTwostageRFQLookup
Codes
No
usinginstructionsinthischapter.
28
RenameAttachmentCategoriesfor
TwoStageRFQs
No
29
CustomizeContent
No
30
ExtendSourcingBusinessEvents
No
OracleWorkflowDeveloper'sGuideusinginstructionsinthischapter.
UpgradinganExistingOracleSourcingSystem
IfyouareupgradinganexistingOracleSourcingsystem,mostofthestepsidentifiedinthetableabovehavealreadybeenperformedanddonotneedtobe
performedagain.Thosestepscanbeomittedwhenupgrading.Thetablebelowliststhesetupstepsthatdealwiththenewreleasefeatures.
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Iftherearesetupsthathavebeendonepreviouslybutforwhichtherearenewreleaseramifications,thenewinformationisnotedintheReleaseDetails
column.Youmaywishtoreadtheinformationforthatsteptodecidewhethertoperformthesetupagaintoenablethenewfunctionality.Ifthereisno
informationintheReleaseDetailscolumn,thatstepconcernsafeaturethatisnewforthisrelease.Readtheinformationforthatsteptodecidewhether
toenablethenewfeature.
ExistingSystemImplementationSteps
Step
Number StepName
Required? InformationSource
ReleaseDetails
Yes
OracleEBusinessSuiteSystemAdministrator'sGuide
usingtheinformationinthischapter.
Thefollowingsystemprofilesarenew:
DefineSystemProfileOptions
PON:AutomaticallyDefaultCatalogAttributes
SelfServiceAccessibilityFeatures
AssignSourcingResponsibilities
Yes
OracleEBusinessSuiteSystemAdministrator'sGuide
usinginformationinthischapter.
Jobfunctionshavebeenreallocatedamongmenusto
facilitateeasierresponsibilitydefinition
SetUpAttributeGroupsand
RequirementSections
No
OracleEBusinessSuiteDeveloper'sGuideusing
informationinthischapter.
HeaderattributesarenowcalledRequirements
SetUpNegotiations
Configuration
No
Manynegotiationsconfigurationfeaturesarenew.
SubscribetoNotifications
No
InstructionsinthischapterandAppendix.
RegisterSuppliersandSupplier
Users
Yes
OracleApplicationsiSupplierPortalUser'sGuide.
SupplierUserscanbedirectlyregisteredand/orapproved
duringnegotiationcreation.
DefineReusableRequirement
Lists
No
Inpriorreleases,RequirementswerecalledHeader
Attributes.
DefineCostFactorsandCost
FactorLists
No
PriceFactorshavebeenrenamedtoCostFactors
DefineNegotiationStyles
No
10
DefinePurchasingDocument
Styles
No
OraclePurchasingUser'sGuideusinginstructionsinthis
chapter.
11
EnableAwardApproval
No
OracleApprovalsManagementImplementationGuide
usingInstructionsinthischapter.
12
EnableSupplierScorecard
No
OracleDailyBusinessIntelligenceImplementationGuide
13
ExtendSourcingBusinessEvents
No
OracleWorkflowDeveloper'sGuideusinginstructionsin
thischapter.
Approvalscannowusepositionhierarchyaswellas
employeesupervisormodels
Prerequisites
BeforeyoubeginimplementingOracleSourcing,youshouldconsulttheinformationonimplementationstepsperformedinotherEBusinessSuiteapplications
locatedinAppendixA,"ImplementingEBusinessSuiteforOracleSourcing."NotethatifOraclePurchasinghasalreadybeeninstalled,thesestepsmayhave
alreadybeenperformed.IfOraclePurchasinghasnotbeenimplemented,youshouldperformalltherequiredstepsandwhicheveroptionalstepsyoudecide
areappropriate.
OracleSourcingImplementationSteps
ImplementingOracleSourcingincludesperformingtasksinbothOracleSourcingaswellasotherapplications.Implementationtasksperformedinother
applicationstypicallyuseanadministrativeorsuperusertypeofresponsibilitywithinthatapplication.Theparticularstepdetailsinthischapterwillindicate
whichresponsibilityisneededtoperformthetaskwithinthatapplication.
ImplementationtasksperformedwithinOracleSourcingareperformedbytheSourcingSuperUser.TheSourcingSuperUserisresponsibleforsettingup
andmaintainingtheOracleSourcingsystem.Thisincludesmanytaskssuchasinitialsystemsetupandcustomization,aswellascreatingnegotiation
creationtoolssuchasreusablecostfactorlists,reusableattributelists,andreusableinvitationlists.Youcanlaterupdatemanyvaluesyousetat
implementationtimeifnecessary.
UsingtheAdministrationTabFunctions
TheimplementationstepsyouperformastheSourcingSuperUserusethesetupandadministrationfunctionsareavailablefromtheNegotiations
Administrationpage.ThispageappearswhenyouclicktheAdministrationtab.
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YouusethelinksavailablefromthispagetosetupandmaintainyourOracleSourcingsystem.
SettheEnterpriseName(Required)
YoucanspecifytheEnterprisenamethatisusedbythesystem.Tospecifythisname,runthefollowingscript
$APPL_TOP/pos/12.0.0/patch/120/sql/POSENTUP.sql
Thisscriptpromptsforanenterprisenameandupdatestherelevanttableswiththisinformation.Ifyoudonotrunthisscript,"Defaultenterprisename"will
beusedbythesystemasthecompanyname.
DefineSystemProfileOptions(Required)
Profileoptionsareonewaytocontrolsystemprocessing.Theycancontrolresourceusageaswellasenableordisablecertainapplicationfeatures.The
followingsystemprofileoptionsrelatetoOracleSourcing.OtherprofileoptionsareinvolvedwithenablingintegrationsbetweenOracleSourcingandother
applicationssuchasOracleProcurementContractsandOracleServicesProcurement.
SettingtheoptionPO:AllowAutocreationofOracleSourcingDocumentstoYesenablesbuyerstouseAutoCreatetogeneratedraftauctions
andSourcingRFQsthatcanthenbecompletedandawardedinOracleSourcing.
SettingtheoptionPO:DisplaytheAutocreatedDocumenttoYesallowsSourcingtolaunchautomaticallyfromOraclePurchasingonceyourbuyers
havefinishedAutoCreatingthedraftsourcingdocument.BuyersmustalsohavearesponsibilitythatcontainstheEditDraftNegotiationfunction.
TheAwardApprovalfeatureallowsbuyertogothroughanapprovalprocessbeforecreatingaPurchaseOrder.Beforeusingthisfunctionality,you
needtoimplementOracleApprovalsManagementfollowinginstructionsintheImplementingOracleApprovalsManagement.Afterwards,setPON:
EnableSourcingAwardApprovaltoYes.
Thesystemcansearchrecentsuppliertransactions.Buyerscanusethistransactionhistorytoresearchasupplier'sperformance,forexample,when
identifyingsupplierstoinvitetoaparticularnegotiation.SetthePON:SupplierTransactionHistoryTimePeriodtoanumbertoindicatethe
numberofpriordaysthesystemshouldsearchforsuppliertransactiondetails.
PON:AutomaticallyDefaultCatalogAttributesDeterminesthetypeofcatalogattributesOracleSourcingautomaticallyaddstoanegotiationline
whenashoppingcategoryisselected.
Allbothbaseandcategorydescriptorsareaddedtothelin
Baseonlybasedescriptorsareaddedtotheline.
Categoryonlycategorydescriptorsareaddedtotheline.
Nonenodescriptorsareautomaticallyaddedtotheline.
PON:ExternalApplicationFrameworkAgentspecifiesaURL(typicallyoutsideyourfirewall)willbeusedforthelinksinnotificationssentto
suppliers.
InadditiontothereportsavailablefromOracleSourcing,ifyouhaveOracleDailyBusinessIntelligenceimplemented,youcansetPOA:DBI
ImplementationtoYestoaccessadditionalreportsfromOracleDBI.
ThePOS:ExternalURLisusedtoconstructthelinktosupplierregistrationpageaswellastheexternalabstractpage.
SettheSelfServiceAccessibilityFeaturestoNonetoenablerichtextcapabilitieswhendefiningRequirements.
SourcingDefaultResponsibilityforExternalUserspecifiestheresponsibilitythatwillbeassignedtoanyexternaluserwhoseregistrationis
initiatedfromOracleSourcing.
SeeOracleEBusinessSuiteSystemAdministrator'sGuideforinformationonsettingsystemprofiles.
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AssignSourcingResponsibilities(Required)
Duringthisstep,youassignyouruserstheresponsibilitiestheyneedtoperformtheirjobs.Asyouassignauseraresponsibility,makesurethateachuser's
profilecontainsafirstname,lastname,andemailaddress.
SeeOracleHRMSWorkforceSourcing,Deployment,andTalentManagementGuideforinstructionsonsettinguppersonnelentriesinOracleHRMS.
SeeOracleEBusinessSuiteSystemAdministrator'sGuideforinstructionsonassigningaresponsibilitytoauser.
TheSourcingSuperUser,SourcingBuyer,SourcingTeamMember,andSourcingSupplierresponsibilitiescomepredefinedwithmostofthenecessaryjob
functions.However,youcancreatecustomizedresponsibilitiesusingthemenusandjobfunctionsavailable.Foracompletelistofthemenusandjob
functionsdefinedtoeachresponsibility,seeAppendixB,"OracleSourcingResponsibilitiesandFunctions."Theinformationinthatappendixwillhelpyou
decidewhethertocreateacustomizedresponsibility,andifso,whichmenusandjobfunctionstoassigntothenewresponsibility.SeeOracleEBusiness
SuiteSystemAdministrator'sGuideforinstructionsondefininganewresponsibility.
ControllingPublishing,Unlocking/Unsealing,andAwardingNegotiations
Thefollowingjobfunctions(amongothers)comepredefinedtotheSourcingSuperUserandtheSourcingBuyerresponsibilities.Butsincetheydealwith
publishingnegotiations,unlocking/unsealingnegotiations,andawardingbusinessforsecurityreasons,youmaywishtousetheSourcingTeamMember
responsibilityorcreateacustomizedresponsibilitythatdoesnotincludethem.Notethatyoushouldalwayscreateanewcustomizedresponsibilityandnot
changeaseededresponsibility.
SeededSourcingJobFunctions
Function
Description
AwardMyNegotiations
Userscanmakeawarddecisionsfornegotiationstheycreated. Yes
SeededinSuperUser SeededinBuyer SeededinTeamMember

Yes
No
UnlockSealedNegotiations Userscanunlockanysealednegotiations.
Yes
Yes
No
UnsealSealedNegotiations Userscanunsealanysealednegotiations.
Yes
Yes
No
PublishNegotiation
Yes
Yes
No
Userscanpublishnegotiations.
ThefollowingjobfunctionsareassignedtotheSourcingSuperUserbutnottotheSourcingBuyerorSourcingTeamMember.Youwillneedtoexplicitly
grantthemtobuyersandteammembers.
OtherNegotiationsJobFunctions
SeededinSuper
User
Seededin
Buyer
SeededinTeam
Member
Userscanmakeawarddecisionsfornegotiationscreatedbyother
users
Yes
No
No
ManageDraftSourcingDocuments
Userscanedit,delete,andpublishanydraftnegotiations.
Yes
No
No
ManageSourcingDocument
Templates
Userscancreate,edit,andmanagenegotiationtemplates.
Yes
No
No
Function
Description
AwardOthers'Negotiations
SeeOracleEBusinessSuiteSystemAdministrator'sGuideforinstructionsoncreatingacustomizedresponsibility.
GrantingCollaborationTeamManagementCapabilities
CollaborationTeamsallowgroupsofbuyerswithinanorganizationtoworktogethertocreateandmanageanegotiation.Thefollowingfunctionallows
collaborationmemberstoaddand/ordeleteothermembersfromtheteam(theownerofthenegotiationhasthisabilitybydefault).Userswhohavebeen
definedtotheteam,havebeenassignedthisfunction,andarenotrestrictedtoviewonlyaccess,canmanagethemakeupofthecollaborationteam.This
functionisseededfortheSourcingSuperUseryoumustexplicitlygrantthisjobfunctiontoyourbuyersasappropriate.
CollaborationTeamManagementJobFunction
SeededinSuper
User
Seededin
Buyer
SeededinTeam
Member
Userscanmanagethecollaborationteamfornegotiationsthattheycan
access.
Yes
No
No
Function
Description
ManageCollaboration
Team
FordetailsonSourcingresponsibilities,seeAppendixB,"OracleSourcingResponsibilitiesandFunctions."
GrantyourbuyerstheSourcingBuyerresponsibility.
GrantanyuserswhowillparticipateasCollaborationTeammemberstheSourcingTeamMemberresponsibility.NotethatCollaborationTeam
memberscannotcreatenegotiations.Theycanonlyeditdraftnegotiationscreatedbyothers.
GrantanyuserswhowillbemaintainingtheOracleSourcingsystemtheSourcingSuperUserresponsibility.
Note:Ifanyresponsibilitieshavebeencustomized,ensurethattheSourcingSupplierresponsibilitydoesnotcontainanyfunctionswhichbelongonlytothe
SourcingBuyerortheSourcingSuperUser.ForinformationonwhichfunctionsareappropriatefortheSourcingSupplierresponsibility,seeAppendixB,
"OracleSourcingResponsibilitiesandFunctions."
DefineBuyerSecurity(Optional)
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BuyerSecurityallowsbuyerstohavetheabilitytosecuresourcingdocuments.Italsoprovidesorganizationsextendedflexibilityoverbuyeractions.Buyers
acceptadefaultsecuritylevelorcanchoosetooverrideitunderspecialcircumstances.Therearethreelevelsofpossiblesecurity:
Public:Allsystemuserscanaccessthedocument.
Private:Thedocumentowner,collaborationteammembers,andthesubsequentapprover(s)canaccessthedocument.
Hierarchy:Thedocumentowner,collaborationteammembers,andsubsequentapprover(s),andanyotherindividualshigherinthesecurityhierarchy
thanthedocumentownercanaccessthedocument.ThissecurityhierarchyissharedwithOraclePurchasing.
WithPrivateandHierarchysecurity,buyerswillgrantexplicitaccessforeachsourcingdocumentbyassigningpeopletothecollaborationteam.Additionally,
anybuyercanbelimitedtoviewonlyorscoringaccess,and/orassignedasadocumentapprover.
Tosetupbuyersecurity:
RuntheReplicateSeedDataconcurrentprogramforeachoperatingunitinyourenterprise.(RunthisprograminSingleOrganizationmodeifyouhave
notsetupmultipleoperatingunits).PleaseseetheOracleEBusinessSuiteSystemAdministrationGuidemanualforinstructionsonhowtorun
concurrentprograms.
OncetheReplicateSeedDataprogramhasbeenrun,OracleSourcingwillusethesecuritylevelofPublicasthedefaultforallSourcingdocuments.If
youwishtosetthedefaulttoadifferentlevel:
1. LogintoOraclePurchasingwitharesponsibilitythatallowstheupdateofdocumenttypes.
2. NavigatetotheDocumentTypespage.Setup>Purchasing>DocumentTypes
3. SelecttheappropriateOperatingUnitandclickGo.ClickUpdatefortheDocumentTypeusedinOracleSourcing(SourcingBuyerAuction,
SourcingRFQ,orSourcingRFI).
4. Selectthenewsecuritylevel(Public,Private,orHierarchy)fromtheSecurityLeveldropdownmenu.
5. ClickApply.
NotethatifyouselectHierarchyasthesecuritylevel,OracleSourcingwillusethehierarchysetupinthePurchasingOptionspagewhengranting
accesstothisdocumenttype.
SetUpAttributeGroupsandRequirementSections(Optional)
Requirementssolicitheaderlevelinformationfromasupplierwhenthesupplierrespondstoanegotiation.RequirementscanbegroupedintoSections.You
canthenusesectionstologicallyandcoherentlystructurethequestionsyouwishthesuppliertoanswer.ASourcingAdministratorcancreatesectionsto
whichbuyerslaterassigntheirRequirementswhencreatinganegotiation.Alternatively,buyerscancreateanewsectioninsteadofselectingapredefined
sectionbytheadministratorduringnegotiationcreation.
Attributegroupsareusedforgroupinglineattributestogethertoprovideamorelogicalstructuretonegotiationsusingmanyattributes.Whenbuyersaddan
attributetonegotiationstheyarecreating,theycanassigntheattributetoagroup.SourcingisdeliveredwithanattributegroupcalledGeneral.This
attributegroupwillbeautomaticallyappliedbydefaulttoanylineattributes.
YoucanaddotherRequirementsectionsorattributegroupvaluesthatcanbeusedbybuyersinplaceof"General.Toaddadditionalsectionorgroup
values:
1. LogintoOracleApplicationswithauserthathasaccesstotheApplicationDeveloperresponsibility.
2. NavigatetotheApplicationObjectLibraryLookupsform:(Application>Lookups>ApplicationObjectLibrary)
3. QueryforPON%GROUPSintheTypefield.Thiswillreturntwolookups:
Type
Meaning
PON_HEADER_ATTRIBUTE_GROUPS SourcingRequirementSections
PON_LINE_ATTRIBUTES_GROUPS
SourcingLineAttributeGroups
ThefirstentryliststhesectionvaluesavailableforRequirementsections.Thesecondentryliststhegroupvaluesavailableforlineattributes.Toadd
Requirementssections,clickthefirstentry.Toaddlineattributegroupsclickthesecondentry.
4. OntheApplicationObjectLibraryLookupsform,addtheadditionalgroupvalues.Whenyouhavefinishedaddingyourgroupvalues,saveyourwork
andexitOracleApplications.
SeeOracleEBusinessSuiteDeveloper'sGuideforinstructionsonaddinglookupvalues.
5. Themiddletierservermustbebouncedtoreflectthenewlookupvalues.
6. IfyoudonotwantGeneraltobethedefaultattributegroupvalue,youcanidentifyadifferentdefault.Seeinstructionsinthefollowingstep,SetUp
NegotiationsConfiguration,onhowtoidentifythedefaultattributegroup.
SetUpNegotiationsConfiguration(Optional)
YouusetheNegotiationsConfigurationpagetosetandmaintainmanyaspectsofyourOracleSourcingsystem.Thisincludes:
Selectingthedefaultrankingdisplay.
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SpecifyingvisibilityinblindauctionsorRFQs
Identifyingallowablecostfactortypes.
Specifyingdefaultpricebreaktypes.
Allowingawardapprovaltoberequired.
Definingheaderscoringdefaults.
Definingthedefaultlineattributegroup.
DefiningthedefaultUOMforamountbasedlinetypes.
Enforcingresponselevelsinmultiroundnegotiations.
ListingURLsforsupplierdiscovery.
Specifyingthesupplieronlinewindowvalue.
Specifyingconcurrentprocessingvalues.
UsingtheNegotiationsConfigurationpage
AllofthefollowingtasksareperformedfromtheNegotiationsConfigurationpage.
ToaccesstheNegotiationsConfigurationpage:
1. OntheNegotiationsHomepage,clicktheAdministrationtab.
2. OntheAdministrationtab,click"NegotiationsConfiguration."
3. Afteryouhavefinishedperforminganyofthefollowingtasks,clickApplytosaveyourupdates.
Settingthedefaultrankingdisplay
ThesystemcanrankresponsesofsuppliersparticipatinginanauctionorRFQ.Youcanchoosewhichtypeofindicatorisusedtodisplayrankings.Youcan
alsochoosewhetherrankinginformationisvisibleduringblindauctionsorRFQs(forsealedauctions/RFQs,therankingcannotbevieweduntilthe
auction/RFQisunsealed).
Tochoosearankingindicator:
1. IntheRankIndicatorsectionoftheNegotiationsConfigurationpage,selectadefaultrankindicator.Thisindicatorisusedtoidentifythemethod
fordisplayingtherankofresponsesonanegotiation.
2. Ifyouwanttoallownegotiationcreatorstoselectarankindicatorotherthanthedefaultwhencreatinganegotiation,clicktheoverridecheckbox.
SpecifyingvisibilityinblindauctionsandRFQs
1. Participantsinblindauctions/RFQsaretypicallyrestrictedfromviewinginformationonotherparticipant'sresponses.However,youcanallowthemto
seetheresponserankingsbyselectingtheappropriatecheckbox.ThiswillexistingandaffectfutureblindauctionsandRFQs.
2. If,inadditiontoallowingparticipantsinblindauctions/RFQstoseecompetingresponseranking,youalsowishtoallowthemtoseetheactual
responseprice,selectthecheckbox.DisplayBestPricetoSuppliers.
Identifyingallowablecostfactortypes
Costfactorsidentifyadditionalcoststhatshouldbeincludedwhencalculatingtotalcostforaline.Therearetwotypesofcostfactors.
Suppliercostfactorsidentifyadditionalcosts(beyondjustprice)thatthebuyermustpayasuppliertoacquireanitemorservice.Forexample,a
softwarepurchasemightincludetheadditionalcostoftraining.Buyersdefinesuppliercostfactorsandsuppliersrespondwiththeamounttheywill
charge.
Buyercostfactorsreflectadditionalcostsinvolvedwhendealingwithaparticularsupplier.Thiscostcouldbeincurredduetogeographicallocation,
supplierperformancehistory,orotherreasons.Buyersdefinebuyercostfactorsandspecifytheamountforeach.Suppliersdonotrespondtobuyer
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costfactors.
Youcanspecifythedefaulttypeofcostfactorsbuyerscanapplytotheirnegotiations.Buyerscanoverridethisvaluewhencreatinganegotiation.
Tospecifythedefaulttypesofcostfactors:
1. SelecttheappropriatevaluefromtheCostFactorsmenu.
Specifyingdefaultpricebreaktypes
Forblanketand/orcontractpurchaseagreementnegotiationtypes,buyerscanspecifypricebreakstonegotiationwithsuppliers.Buyerscanrequire
supplierstorespondtotheirpricebreaks,orallowsupplierstomodifythepricebreakvaluesorrespondwiththeirownpricebreaks.Buyershavethree
choiceswhencreatingtheirnegotiations:
Nonenopricebreaksaredefined.
Requiredsuppliersmustrespondtothepricebreaksandcannotmodifythem.
Optionalsuppliermustrespondtothepricebreaksbutcanalsomodifythebuyer'spricebreakvalues.
Youcandefinethedefaultpricebreaktype.Thiscanbeoverriddenbythebuyerasneeded.
1. SelecttheappropriatevaluefromthePriceBreakmenu.
Allowingawardapprovaltoberequired
Youcanchoosetohaveawarddecisionsapprovedbeforeapurchaseordercanbegenerated.Awardapprovalhierarchy(eitheremployeesupervisoror
positionhierarchy)isdefinedinOracleHumanResources(seeinstructionsonBuyerSecurityinapreviousstepforinformationonapprovalhierarchies).
NotethissectiononlyappearsifyousetthesystemprofileoptionPON:EnableSourcingAwardApprovaltoYes(seethepreviousstep,DefiningSystem
ProfileOptionsforinstructionsonthissystemprofileoption).
1. OntheNegotiationsConfigurationpage,selecttheappropriateradiobuttontoindicatewhetherawardapprovalisrequired.
2. Optionally,youcanallowthebuyertooverridethissettingbyclicking"Allownegotiationcreatorstooverrideindicator."
DefiningRequirementsscoringdefaults
YoucandefinedefaultsforRequirementscores.Youcanchoosetoallowbuyerstoweightscoreswhenevaluatingsupplierresponses,andyoucandefinea
defaultmaximumscorevalue.Youcanalsochoosewhethertodisplaythescoringcriteriatosuppliers.
TodefineRequirementsscoredefaults:
1. OntheNegotiationsConfigurationpage,selecttheappropriatecheckboxesandenterappropriatevalues.
Definingthedefaultlineattributegroup
Attributesdefinedtoanegotiationlineorattributelistmustbeassignedtoanattributegroup.Attributegroupsallowcontroloverhowattributesare
displayedsinceyoucanspecifythesequenceoftheattributeswithinthegroup.Whenattributesareinitiallycreated,theyareassignedtoadefaultgroup.
Youcanspecifythedefaultgroupthatisassignedtonegotiationlineattributes.
1. OntheNegotiationsConfigurationpage,selectagroupfromthelistofpredefinedgroups.
Seeinstructionsinapreviousstepforinstructionsondefiningadditionalattributegroupvalues.
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DefiningthedefaultUOMforamountbasedlinetypes
Amountbasedlinestypicallyarenotnegotiatedbyunit.Instead,theynormallyrefertoservicessuchastrainingorconsulting.Assuch,thereisnounitof
measureassociatedwiththem.However,UnitofMeasureisarequiredfieldwhendefininganegotiationline.Tosimplifycreatingamountbasedlines,you
canselectadefaultvaluetobeusedwhencreatinganegotiatingforamountbasedlines.
Todefineadefaultunitofmeasurement:
1. IntheUnitofMeasureforAmountBasedLineItemssection,selectthevaluefromthemenutobeusedasthedefault.Theentriesavailablefromthis
menucanbedefinedinOraclePurchasing.
Enforcingresponselevelsinmultiroundnegotiations
Whentakinganegotiationtoasubsequentroundofresponding,youcanchoosetoforcethesupplierstorespondinthenewroundwithapricethatis
lowerthanthepricetheyofferedinthepriorround.
1. Torequiresupplierstorespondinanewroundofanegotiationwithalowerprice,selectthecheckbox.Thischeckboxonlysetsthedefaultfornew
negotiations.Thiscontrolappearswhencreatinganewroundandcanbeoverriddenthen.
ListingURLsforsupplierdiscovery
YoucandefinealistofURLsthatcarryinformationaboutsuppliers'externalwebsites.Buyerscanusetheselinkstoaccessandbrowsethesupplierweb
sitesfromtheAddSupplierpageduringnegotiationcreation.Buyerscanusetheinformationfromthesupplierwebsitetodecidewhethertoinvitea
suppliertothenegotiationtheyarecreating.
1. ScrolltotheSupplierDiscoverysectionoftheNegotiationsConfigurationpage.EntertheProviderName(thisisthenameusedwithinthesystem.
Itdoesnothavetobethesupplier'sofficialname)andtheURLtotheprovider'ssite.Toallowyourbuyerstoviewandusethelink,clickEnabled.
YoucancontrolaccesstodifferentsitesbyselectinganddeselectingtheEnabledflag.
Specifyingthesupplieronlinewindowvalues
TheLiveConsolefeatureallowsbuyerstomonitornegotiationsinrealtime.Thisinformationisautomaticallyrefreshedandredisplayed.Inadditiontoother
information,thisallowsbuyerstoseewhichsuppliersareactivelyparticipatinginthenegotiation.Thesystemindicateswhichsuppliersareconsideredtobe
currently"online"bytrackingthetimeelapsedsincethatsupplier'slastaction.Youcanspecifythemaximumamountoftimethathaselapsedsincethe
supplier'slastactionbeforeasupplierisconsideredtobenolongeronline.Youcanalsospecifytheminimumamountoftimebeforethepageisrefreshed
withnewinformation.
TosettheSupplierOnlineWindowValues::
1. OntheNegotiationsConfigurationpage,scrolltotheSupplierOnlineWindowsection.EnteranumberfortheSupplierOnlineWindowvalue.Thisis
thenumberofminutesthatcanelapsesinceasupplier'slastactionbeforethatsupplierisconsideredtobenolongeractive.Alsoenterthenumberof
secondsthatshouldelapsebeforethepageisrefreshedduringthelasthourofthenegotiation
Specifythecountdownclockpollinginterval
Whenanegotiationhaslessthattwentyfourshoursleft,theTimeLeftdisplaybecomesacountdownclock,displayinginrealtimethehours,minutes,and
secondsleftbeforethenegotiationcloses.
Specifyconcurrentprocessingvalues
Largenegotiationscansometimeshavehundredsorthousandsoflines.Processingsuchnegotiationscanbetimeconsumingandresourceintensive.You
canspecifyalimittothenumberofnegotiationlinesthatareprocessedonline.Anegotiationhavingmorethanthisnumberoflinesisprocessed
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asynchronouslyusingaconcurrentrequest.Forexample,ifthethresholdissetat500andabuyerhasdefinedanRFQwith600lines,whenthebuyer
publishesthatnegotiation,aconcurrentrequestisgeneratedtoruninthebackground.Thisfreesthebuyer'sterminal.Thebuyercanmonitortheprogress
oftherequestonlineandissentanotificationonceitcompletes.
Note:
Becauseoftheirinherentlylargersize,thenumberoflinestobeprocessedonlineisautomaticallydividedbyfivewhenprocessingXMLspreadsheets.For
example,ifthethresholdissetto500lines,only100linesinanXMLspreadsheetwilltriggertheconcurrentrequest.
Forconcurrentprocessing,youset
Themaximumnumberoflinestobeprocessedonline.
Themaximumnumberoferrormessagesthatarecontainedinadisplay.
1. Tosettheprocessinganderrormessagethresholds,entervaluesintheappropriatefields.
SubscribetoNotifications(Optional)
Oneofthekeyelementsofthesourcingprocessisthecommunicationbetweensuppliersandbuyers.OracleSourcinggeneratesalargenumberof
notificationsthatappearthroughoutthesourcingprocess.However,manyofthesenotificationsvaryinrelevancedependingonthesourcingdocumenttype
orthesourcingbusinessprocessfollowedbythebuyingorganization.
OracleSourcinghasanotificationframeworkthatallowsadministratorstoeasilyenableordisablenotificationssystemwide.
Toselectappropriatenotifications:
1. FromtheNegotiationsHomepage,clicktheAdministrationtab.
2. OntheAdministrationpage,click"NotificationSubscription."
3. OntheNotificationSubscriptionpage,selectwhichnotificationsapplytowhichnegotiationtypes.
4. Whenyouarefinished,clickApply.
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RegisterSuppliersandSupplierUsers(Required)
SuppliercompaniesandtheirusersmustberegisteredwiththesystemtoaccessOracleSourcingandparticipateinnegotiations.Thereareseveralmethods
bywhichsuppliersandsupplierusers(contacts)canregisterwiththesystem.
Ifthecompanyisalreadyregistered:
Buyerscaninviteacontactatasuppliercompanytoregisterthesystem.
Ifthebuyerknowstheemailaddressofacontact,whencreatinganegotiation,thebuyercanaddasuppliercontacttothelistofinvitedsuppliers.
Whentheinvitationnotificationissenttothecontact,thenotificationincludesalinktotheregistrationpagewherethecontactcangotoregister.
Ifthecompanyisnotregistered:
BuyerscansendtheURLoftheregistrationpagetothecontactofthesuppliercompany.Thecontactcanaccessthepageandcompletethe
registrationrequest.
Ifthebuyerknowscontactandcompanyinformation,thecompanycanbetentativelyregisteredwhenanegotiationiscreated.Thesuppliercontactis
notifiedandcompletestheregistrationrequest.
Regardlessofhowtheregistrationrequestissubmitted,therequestsmustbeauthorizedbyanapproveratthebuyercompany.
ThecontactsatyoursuppliercompaniesmustalsoberegisteredwiththesystemandassignedtheSourcingSupplierresponsibilityandhaveanysecurity
informationdefinedbeforetheycanparticipateinanyOracleSourcingnegotiations.SeetheInternetSupplierPortalUser'sGuideforinstructionson
assigningcontactsresponsibilityandsecurityrestrictions.
Oncesuppliersareregisteredandapproved,designatedadministratorsatthesuppliercompanycancreateandmaintainprofilesthatcontaindetailed
informationontheproductsandservicestheyprovide.Buyerscansearchthissupplierinformationtomoreefficientlytargetsuppliersfornegotiationsthey
arecreating.Thesystemalsotrackspurchasinginformationonsupplierswhichcanbeusedtogeneratemanydifferentreportsforperformanceanalysis.
ForinstructionsonregisteringandapprovingsuppliersandsupplierusersseetheOracleISupplierPortalImplementationmanual..
DefineNegotiationTermsandConditions(Optional)
Negotiationtermsandconditionsarepresentedtosupplierusersbeforetheyrespondtoanegotiationforthefirsttime.Supplierusersmustacceptthe
termsandconditionsbeforetheycansubmitaresponse.Usersarenotrequiredtoaccepttermsandconditionswhenplacingasubsequentresponseinthe
samenegotiation.
Todefinenegotiationtermsandconditions:
2. Click"SetupNegotiationTermsandConditions."
3. UsetheSetupNegotiationTermsandConditionspagetodefinethetermsandconditionsthatyouwanttodisplayonnegotiations.Ifmultiple
languagesareinstalled,selectaLanguageandtranslatethetermsandconditionsforeachlanguageifyoursuppliersuseotherlanguages.
4. Whenyouhavefinishedenteringyournegotiationtermsandconditions,clickApply.
DefineReusableAttributeLists(Optional)
Attributesidentifyadditionaldetailsthatasuppliershouldprovide(beyondjustresponseprice)whenrespondingtoanegotiationline.
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Lineattributesarecharacteristicsthatapplytolinesinanegotiation.Forexample,ifanegotiationincludesalineforvehicles,theremightalsobealine
attributecalledmileage.Thisattributemighthaveatargetvaluethatspecifiesthatresponsestothislinemusthavefewerthat12,000milesonthe
odometer.
Ifyourbuyersrepeatedlyincludethesameattributesonnegotiations,youcancreateattributeliststhatcontaintheattributedefinitions.Buyerscanthen
simplyapplytheattributelisttoanegotiationinsteadofhavingtorepeatedlydefinetheattributes.Attributelistscanstreamlinenegotiationcreationand
standardizeyoursourcingprocedures.Notethatbuyerscancreatetheirownattributelists.
Ifabuyerincludesanattributelistonasourcingdocumenttemplate,theattributesonthelistwillapplytoallitemsaddedtothesourcingdocuments
createdwiththattemplate(thoughthebuyercaneditandremoveattributesasappropriate).Exceptfortheattributelistname,youcaneditattributelists
afteryouhavecreatedthem.
Tocreatelineattributelists:
2. OntheAdministrationpage,click"ReusableAttributeLists."
3. OntheReusableAttributeListspage,clickCreateLineAttributeList.
4. OntheCreateLineAttributeListpage,enteraListNameandbriefDescriptionforyourattributelist.ChoosetheStatus(ActiveorInactive).An
ActivelistcanbeusedimmediatelyanInactivelistwillbestoredinthesystem,butwillnotbeavailableforuseunlessyoueditthelistandchangeits
statustoActive.
Enteryourattributeinformationintheappropriatefields.Requiredfieldsaremarkedwithanasterisk(*):
*Attribute:Enteranameforyourattribute(forexample,Mileage,PPMDefectRateGrade).
Group:Assigntheattributetooneofthepredefinedgroups.Groupscanbeusedforsortingattributes.
AttributeType:Ifyouwantallsupplierstoenteravalueforthisattributewhenresponding,selectRequired.Ifyoudon'twanttorequire
supplierstoenteravalueforthisattributewhenresponding,selectOptional.Ifyouwantthisattributetobedisplayedtothesupplierwithout
allowinganyresponse,selectDisplayOnly.
ValueType:Selectthetypeofvaluethatsuppliersshouldenterforthisattributewhenresponding.Theymayentertext(letters,words,digits,
andsoon),number(digitswithdecimalsallowed),date(theformatyouorthesupplierselectasyourdatepreference),orURL(Website
addressesthatbeginwithavalidURLprotocolforexample,http://,https://,andftp://.ValueswithaURLtypedisplayaslinksforexamplea
WebsiteaddressenteredasaTexttypewilldisplaysimplyastext).Thevaluetypeyouselectalsogovernsthevalueyoucanenterinthe
TargetValuefield.
TargetValue:Ifdesired,settheoptimumvaluefortheattributeintheTargetValuefield(forexample:"Fewerthantwelvethousandmilesper
vehicle""Fewerthaneightdefectspermillionpartsmanufactured"andsoon).
DisplayTarget:Ifyouwantsupplierstoseethetargetvalue,selectthischeckbox.Ifyouwishtohidethetargetvaluefromsuppliers,leavethe
checkboxunchecked.
5. Ifthisattributeisrequiredandyouwishtoassignvaluestoallowableentriesandscores,clicktheScoreicon.
6. Buyerscanidentifyacceptableresponsestolineattributesandprovideascoreforeachresponsethatindicatesthedesirabilityofthatresponsevalue.
(suppliersmustenterresponsesiftheattributehasanAttributeTypevalueofRequired).Scoringtheattributeallowsyoutodefinewhichvaluesyou
willacceptfortheattributeandindicatetherelativedesirabilityofeachresponse.Scoresarealsousedbythesystemtodeterminethebestresponse
inMultiAttributeScoringnegotiations.
OntheEnterScoringCriteriapage,youmustspecifythevaluesyouwillacceptforthisattributeandassignascoretoeachvalue.
Fortextattributes,youspecifyalistofacceptablevalues.
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Fornumberanddateattributes,youspecifyanumericordaterange(todefineasinglenumberordate,settheFromandTovaluestothesame
numberordate).Clickthepopupcalendaricontoselectadatevalue.
NotethatURLattributetypescannotbescoredinthismanner.
Onceyouhaveidentifiedalltheallowablevaluesforthisattribute,youmustdefineascoreforeachvalue(orrangeofvalues).Specifyanumberthat
representsthedesirabilityofthatvaluethehigherthenumber,themoredesirablethatresponse.
Ifyouneedtoaddandscoremorethanfivevalues,clickAdd5Rowstodisplayfivemoreentryrows.
7. Afteryouhaveidentifiedandscoredyourvalues,clickApply.YoureturntotheCreateLineAttributeListpage.
8. Addandscoreanyremainingattributesforthislist.
9. Notethatyoucanoptionallysequencethedisplayorderofyourlineattributes.Usetheinstructionsabovetospecifythesequenceofattributes.
10. Whenyouarefinisheddefiningattributestothislist,clickApply.
Sequencinglineattributes
Thelineattributesappearintheorderyoudefinethem.Howeveryoucanaltertheorderifneeded.
Todefinetheorderoflineattributes:
1. ClickSequence.
2. OntheSequenceAttributespage,thelineattributesappearintheorderinwhichyoudefinedthemandaregivenanumber.
3. Modifytheattributenumberstoreflectthenewsequence.
4. Whenfinished,clickApply.YouarereturnedtotheCreateLineAttributeListpagewiththeattributesequencemodifiedaccordingly.
DefineReusableRequirementLists(Optional)
YoudefineRequirementstosolicithighlevelinformationaboutthesupplierswhohaverespondedtoyournegotiation.Thisinformationcancomefromthe
suppliersthemselvesorinternalevaluators.YoutypicallydefineRequirementsintheformofquestions.
OnceyouhavedefinedyourRequirements,youcancombinethemintoreusablelists,similartoreusableattributelists.First,youcreateyourlist,andthen
youdefinedtheRequirementsforthatlist.
DefiningyourRequirementList
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TodefineyourRequirementlist:
2. Click"ReusableRequirementLists."
3. OntheCreateRequirementListpage,
a. EnteranameforyourRequirementList
b. Enteradescriptionsforyourlist.
c. Selectastatusforyourlist(Inactivelistscannotbeused).
Onceyouhavecreatedyourlist,youcanbegindefiningRequirementstoit.
DefiningRequirements
YoucreatecollectionsofRequirementscalledSections.YouareprovidedwithadefaultsectioncalledRequirements.TobegindefiningyourRequirements:
1. IntheRequirementsareaoftheCreateRequirementListpage,selecttheentryforthedefaultsectioncalledRequirements.
2. ClickAddSection
3. Toaddanewsection,acceptthedefault,NewSection,intheAdddropdownmenu.
4. Enteranameforyournewsection.
5. IfyouarereadytobeginaddingindividualRequirementsforthissection,clickApplyandAddRequirement.Ifyouneedtocreateasectionafterthis
section,clickApplyandAddSection.Youcannotcreateasectionwithinasection.
6. OntheCreateRequirementList:AddRequirementpage,enteryourRequirementquestioninthetextboxprovided
7. OnceyouhavedefinedyourRequirementtext,setthePropertiesforthisRequirementasnecessary:
TypeTypedescribeshowtheRequirementisusedwithinthenegotiation.Valuescanbe:
DisplayOnlyTheRequirementisdisplayedtothesupplier,butthesuppliercannotenteraresponsetoit.Ifthetypeisdisplayonly,
DisplayTargetissettoYesandScoringMethodisautomaticallysettoNone.DisplayonlyRequirementsmerelynotifysuppliersof
additionalaspectsinwhichbuyersareinterested.
InternalInternalRequirementcanonlybeseenbybuyers.IfaninternalRequirementisweighted,thetotalweightvalueseenbythe
supplierwillnotaddupto100.Forexample,ifaRequirementisinternalandhasaweightof10,thesupplierseesnoinformationonthe
internalRequirementandseesthesumofallweightedRequirementsas90.Ifunweighted,newinternalRequirementscanbeaddedwhile
thenegotiationisinprogress.Ifweighted,newinternalRequirementscanbeaddediftheyaregivenaweightofzerooriftheirweight
amountissubtractedfromanotherinternalRequirements.InternalRequirementshaveDisplayTargetsettoNo.
OptionalSuppliersdonothavetorespondtothisRequirement.
RequiredSuppliersmustrespondtothisRequirement.
ValueTypeSelectthetypeofcharacterssupplierscanenterforthisRequirementwhenresponding:Text(letters/words,digits),Number(digits
withdecimalsallowed),Date(theformatyouorthesupplierselectasyourdatepreference),orURL(Websiteaddressesthatbeginwitha
validURLprotocolforexample,http://,https://,andftp://.ValueswithaURLtypedisplayaslinksforexampleaWebsiteaddressenteredas
aTexttypewilldisplaysimplyastext).ValueTypealsogovernsthecharactersyoucanenterintheTargetfield.
Note:Textisthemostflexiblevaluetype.IfyouselectText,supplierscanenterlettersaswellasdigits.IfyouselectNumber,participantscan
onlyenterdigitsifyouselectDate,supplierscanonlyenterdatesindateformat.
TargetEnteratargetvaluefortheRequirement(forexample:30ormoreyearsinbusiness).
DisplaytoSupplierIndicatewhetheryouwantsupplierstoseeyourTargetvalue.
ScoringMethodSelectthemethodbywhichyouwishtoscoreresponsestothisRequirement.
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NoneResponsescannotbescored.
AutomaticThesystemwillassignascorebasedonscoringinformationyoudefine.IfyouchooseAutomatic,youmustdefinethe
allowablevalues(orvalueranges)andthescoreforeach.
Manualevaluatorswillenterscoresforaparticularresponsemanuallywhenscoringaparticipant'sresponse.
NotethatthescoringmethodchosenappliesonlytoaparticularRequirement.Youcanhaveacombinationofbothautomaticallyandmanually
scoredRequirementswithinthesamenegotiation.
IfyouchoosetoenablescoringforthisRequirement,youcanalsosetthefollowingfields:
MaximumScore(Manualscoringmethodonly)
YoucansetamaximumscoreallowableforthisRequirement.TheSourcingAdministratormayhavesetadefaultvalueforthisproperty,
butyoucanoverrideitifnecessary.
KnockoutScore
Youcanspecifyathresholdvaluethatappliestosupplierresponses.Ifthescoreforasupplier'sresponsedoesnotmeetthisthreshold,
thatresponsewillberemovedfromtheshortlistoncethebuyerappliestheknockoutresult.
Weight(AutomaticandManualscoringmethodsonly)
Ifyouchoosetouseweighting,entertheweightofthisRequirement.Thevalueyouassignshouldreflecttheimportanceofthis
RequirementrelativetoallotherRequirementsforthisnegotiation.Thehigherthevalue,themoreimportanttheRequirement.Thetotalof
allRequirementweightsmustbe100.
8. Youcandefinewhichresponsevalues(orrangeofvalues)areacceptableforthisRequirement.Ifyoudefineacceptableresponsevaluesfortexttype
Requirements,thosevaluesaredisplayedtotheresponder,whomustselectavaluefromthepredefinedlistofvalues
NotethatifyouchosetheManualscoringmethod,thesefieldsdonotappear.AlsonotethatifyouchosetheAutomaticscoringmethod,youmust
defineboththeacceptablevaluesandtheirscores.Todefineacceptablevalues:
a. ClicktheAdd5RowsbuttonunderAcceptableValues.
b. Entervaluesforthefollowingfields:
ResponseValue
EnteranacceptablevalueforthisRequirement.Youmayenterasmanyseparatevaluesasisnecessarytoidentifyallpossibleacceptable
responses.ThevaluesyouentershouldreflecttheValueType(text,number,date)youspecifiedforthisRequirement.
ValueFrom/ValueTo(numberanddatetypeRequirementsonly)
IfyourRequirementhasavaluetypeofnumberordate,youcanenterspecificnumbers/datesoryoucandefinerangesof
numbers/dates.Ifyouwishtodefineasinglevalue,enterthenumberinboththeFromandtheTofields.Otherwise,todefinearange,
enterthebeginningvalueintheFromfieldandtheendingvalueintheTofield.
DefineCostFactorsandCostFactorLists(Optional)
Costfactorsallowyoutoidentifyandnegotiateonadditionalcostsrelatedtoaline.Youcanusecostfactorstoobtainamorerealisticideaofthetotalcost
ofanitemorservicebyfactoringinanyadditionalcostsbeyondjustprice.Suchcostscouldincludeadditionalcostssuchasconsultingortraining,or
internalcostssuchasswitchingcosts.
Onceyoucreatecostfactorsforyourcommonlyoccurringadditionalcosts,youcancreatelistsofcostfactors.Buyerscanthenapplythesecostfactorlists
tonegotiationstoquicklyidentifythesecondarycoststhatalsoneedtobenegotiated.
Todefineacostfactor:
2. Click"CostFactors."
3. OntheCostFactorspage,clickCreate.
4. OntheCreateCostFactorpage,enterthefollowinginformation:
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Auniquecode.
Thenameofthenewpricefactor.
Ashorttextdescriptionforthepricefactor.
Apricingbasisvaluetodeterminehowthispricefactoriscalculated.Youcandefine:afixedamountfortheline,afixedamountforeachunit
oftheline,orapercentageamountofthelinecost.
Thestatusforthispricefactor.Activepriceelementsareimmediatelyavailableforuse.Inactivepriceelementscannotbeused.
CostManagementandBillingvaluesarenotusedinSourcing:
5. Onceyouhaveenteredyourinformation,clickApply.Theinformationyouenteredisvalidated.Ifyourcodeisnotunique,youarepromptedtoentera
differentone.
Todefineacostfactorlist:
2. Click"ReusableCostFactorLists."
3. OntheReusableCostFactorListspage,click"CreateCostFactorList."
4. OntheCreateCostFactorListpage,enterthefollowinginformation:
Nameofthenewlist
Ashorttextdescriptionofthenewlist
Thestatusofthenewlist.Activelistscanbeusedimmediately.Inactivelistscannotbeused
5. FromthePriceFactordropdownlist,selectapricefactorforthislistandclickAddtoList.Repeatasnecessarytoaddanyremainingpricefactorsto
thelist.
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6. Whenyouarefinishedaddingcostfactors,clickApply.
DefineReusableInvitationLists(Optional)
Ifyoutypicallyinvitethesamecoregroupofsupplierstomany(orall)ofyournegotiations,youcanaddthesesupplierstoareusableinvitationlisttouse
withyournegotiations.Usinganinvitationlistcanhelpstandardizeyourbusinesspracticebyensuringthatallappropriatepeopleareinvitedtotargeted
negotiationsandcanhelpstreamlinethenegotiationprocess.Buyerscanaddinvitationlist(s)whencreatinganewnegotiation.Invitationlistscanalsobe
attachedtoanegotiationtemplate.
Tocreateanewinvitationlist:
2. Click"ReusableInvitationLists."
3. OntheReusableInvitationListspage,clickCreateInvitationList.
4. OntheCreateInvitationListpage,enteralistname,description,andselectanAccesstype.AllbuyerscanviewandusePubliclists.Buyerscan
createtheirownprivateliststhatareavailableonlytothem.Thelistsyoucreateareimmediatelyavailableforuse.If,atsometimeinthefuture,you
nolongerneedalist,youcandeactivateit.
ClickAddSuppliers.
5. Searchforandselectsupplierstoaddtoyourinvitationlist.Notethatyoucanusetheadvancedsuppliersearchfeaturestobuildlistsofsuppliers
basedonthecommoditiesoritemstheyprovide.
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SeetheOracleSourcingonlinehelpforinstructionsonusingthesearchfields.
6. WhentheSearchSupplierspagedisplaysthesearchresults,selectthesupplier(s)youwanttoaddtothelistandclickAddtoInvitationList.
7. YouseethatthesuppliersappearintheInvitationListboxintheupperrighthandcornerofthepage.Usetheinstructionsinthepreviousstepsto
continueaddingsuppliers.ClickApplytoreturntotheCreateInvitationListpage.
8. YoureturntotheCreateInvitationListpage.Foreachsupplier,ensurethereisavalueforSupplierContactfield.Ifyouwishtosendanotification
toanadditionalsuppliercontactandyouknowthecontact'semailaddress,youcanenterthatintheAdditionalContactEmailfield.Thisisespecially
usefulifthesupplierhassetupabroadcastemail.
DefineNegotiationStyles(Optional)
OracleSourcingenablescomplexelectronicsourcingpractices.Theproduct'smanyfeaturesprovidepowerfulfunctionalityforusers.
Notallofthesefeaturesareneededformanynegotiations,however.SourcingAdministratorscancontrolwhichfeaturesareavailablebydefining
negotiationstyles.NegotiationstylesallowbuyingorganizationstotailortheOracleSourcinguserinterfacetomatchtheneedsofdifferentsourcingevents.
Throughreusablenegotiationstyles,buyingorganizationscanexposeorhideunneededOracleSourcingfeatures,therebysimplifyingtheuserinterface.
Whenasourcingdocumentiscreatedusingastyle,disabledfeaturesarehiddenfromusers.
TodefineaNegotiationstyle:
2. Click"NegotiationStyles."
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3. OntheNegotiationStylespage,click"CreateNegotiationStyle."
4. OntheCreateNegotiationStylepage,
Giveyourstyleaname.
Optionallygiveyourstyleadescription.
AcceptthedefaultstatusofActive(Inactivestatusstylesarenotavailableforuse).
Selectthefeaturesthatareavailablefromthestyle.
Identifywhichdocumenttypesthisstylecanbeusedwith.
Whenyouarefinished,clickApply.
DefinePurchasingDocumentStyle(Optional)
OracleSourcingsupportstheuseofdifferentPurchasingdocumentstylestocontrolwhichaspectsofanegotiationareavailabletobuyers.Purchasing
documentstylesspecifyallowablepurchasebasesandlinetypes,whethercertainfeaturessuchaspricebreaksorpricedifferentialscanbeused.
Purchasingdocumentstylesalsocontroltheuseofcomplexpaymentfeatures.Forexample,aPurchasingdocumentstylecouldbedefinedthatdoesnot
allowpricebreakstobedefined.ThesePurchasingdocumentstylesarerecognizedbyOracleSourcing,andabuyercanselectdifferentPurchasing
documentstyleswhencreatingnegotiationsbyselectingastylefromtheOutcomefield.
Ifyouplanoncreatingcomplexworknegotiations,youmustuseaPurchasingdocumentstylethatsupportscomplexworkfeaturessuchasadvance
paymentsandretainage.
SeetheOraclePurchasingUser'sGuideforinstructionsondefiningPurchasingdocumentstyles.
DefineNegotiationTemplates(Optional)
Ifyournegotiationsusemanyofthesameelements(bid/quotecontrols,itemattributelists,orinvitationlists),youcancreatetemplatesforeach
negotiationtype(RFI,RFQ,auction).SourcingSuperUserscancreatepublictemplatesthatareavailableforusebyallSourcingBuyers.(SourcingSuper
UsersandSourcingBuyerscanbothcreatetheirownprivatetemplatesthatonlytheycanuse.)
Usingnegotiationtemplatescanstreamlinethecreationprocessandstandardizeyourbusinesspractices.
Tocreateanegotiationtemplate:
1. OntheNegotiationsHomepage,clicktheNegotiationstab.
2. IntheTemplatescolumnoftheQuickLinkssection,clickthelinkforthetypeofnegotiationtemplateyouwishtocreate.
3. OntheTemplatespage,click"CreateNewTemplate."
4. OntheStep1:CreateTemplateHeaderpage,giveyourtemplateanameandoptionallyadescription.BesuretoacceptthedefaultAccessvalue
ofPublic.
5. Continuebyusingtheinstructionsintheonlinehelpdescribinghowtodefinetemplates.
CreateAbstractsandForms(Optional)
Organizationsneedtopublishdataconcerningtheirnegotiationsto:
Advertisethepurchasetoincreasecompetition.
Complywithrulesandregulationsregardingpropercompetition.
Toaccomplishthesegoals,OracleSourcingprovidesthecapabilityforabuyingorganizationtocreateabstractsandforms.
Abstracts
Anabstractisasummaryorsynopsisofanegotiation.Itusuallycontainsinformationsuchasthegoodsorservicesbeingpurchased,whomtocontactfor
moreinformation,andtheopenandclosedate.AnabstractcanevencontainaPDFversionofthenegotiationforthesuppliertodownload.Abstractsare
presentedtosuppliersonthebuyingorganization'sexternalwebsite.Supplierscanviewthedetailsaboutnegotiationsanddetermineiftheyareinterested
inparticipatingwithouthavingtologintothesourcingapplication.
Forms
Aformcapturesinformationfromthebuyerinasimilarfashionasanabstractbutratherthanpublishingdatatothebuyingorganization'swebsite,this
informationiscapturedinanXMLfilethatcanbetransferredtoathirdpartysystem.TheformsthatarecreatedwithOracleSourcingtypicallyaremodeled
afterthethirdpartysystemssothatthedatacollectedmatchestheirrequirements.ThebuyercanthengeneratetheappropriatelyformattedXMLfileand
senditforpublishingonthethirdpartysystem.
CreatingAbstractsandForms
Abstractsandformsarecomposedoffieldsandsections.Thesearethebuildingblocksthatareusedtocreateaformorabstract.Whencreatingaformor
abstract,firstcreatethesebuildingblocksintheapplication.Youcanthenusethesebuildingblockstoconstructyourformorabstract.
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GeneralStepstoUsingtheAbstractFeature:
1. (SuperUser)Createanynewfieldsorsections(buildingblocks)desiredontheAbstract.
2. (SuperUser)ModifyandactivatetheexistingAbstractdefinition.
3. (SuperUser)Setupandcustomizeexternalwebsite.
4. (Buyer)AddAbstracttonegotiationandcompleterequiredinformation.
5. (Buyer)PublishtheAbstractforaspecificnegotiationtoanexternalwebsite.
GeneralStepstoUsingtheFormsFeature:
1. (SuperUser)Createfieldsandsections.
2. (SuperUser)Createanewformormodifyanexistingform.
3. (SuperUser)Addanynewfieldsorsectionsontheform.
4. (SuperUser)Activatetheform.
5. (SuperUser)MaptothirdpartyXSD/DTDfile
6. (Buyer)CompletetheformandgenerateXML.
7. (SuperUser)Updateformasrequirementschange
UsingAbstractsandForms
OracleSourcingisseededwithadraftabstractandtwoforms.
Youmay,however,decidethatyouwanttocapturedifferentinformationthanwhattheabstractortheformsareseededwith.Tocapturenewinformation,
youcancreatenewsectionsand/orfieldsandusetheminyourabstractandformsdefinition.
CreatingNewSections/Fields
2. OntheAdministrationpage,click"AbstractandForms."
3. TheAbstractandFormspagedisplaystheabstractandtheformsthatexistinthesystem(initiallyyoushouldseeonlyoneabstractandtwoforms
thatareseededwiththeapplication).
4. OntheAbstractandFormspage,clickManageSectionsandFields.
5. OntheManageSectionsandFieldspage,clickCreateSectiontodefineanewsection,orclickCreateFieldtodefineanewfield.
Usetheinstructionsinthesectionsbelowtocreatenewfieldsandsections.
Toupdateanexistingsectionorfield,enterallortheinitialpartofthesection/fieldnameorcodeandclickGo.Whenthesearchresultsdisplay,click
theUpdateiconforthesection/fieldyouwishtoupdate.Usethefollowinginstructionstoaddeitheranewfieldoranewsection.
CreatingNewFields
1. OntheCreateFieldpage,entervaluesforthefollowingfields:
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Code.Thisisarequired,userdefinedvaluethatuniquelyidentifiesthefield.TheFieldcodeandonlybeupto30charactersandcanonlyhave
alphanumericcharacters(Underscoresareallowedwithinthecode).Ifthisfieldwillbeusedonaform,tofacilitateeasymapping,thisvalue
shouldmatchthecodefromtheXSD/DTDtowhichyouwillbemapping.
Name.Thisisarequiredfield,userdefinedvaluethatwillbeassociatedwiththefield.Thisvaluewillappearnexttotheentryfield/poplist/List
ofValuesontheformthatwillbepresentedtothebuyer.Enteravaluethatismeaningfultothebuyer.
Description.Thisisanoptionalfieldthatispresentedtothebuyerasatipifdataisentered.Youcanusethistoenteranyadditional
informationthatyoufeelthebuyerneedstohavetocorrectlycompletethisfield.
ValueType.Thisspecifiesthetypeofdatavaluethebuyercanenterinthefield.Possibledatatypesare:text,number,date,date/time,and
amount.
ListofValues.Tolimitthefield'sdatainputtoonlyapredefinedsetofvalues,clicktheflashlightandselecttheValueSet.Theflashlightwill
queryallvaluesetsthataredefinedforOracleSourcing.Tocreateanewvalueset,clickontheManageValueSetsbuttonatthetopofthe
page.YoucanalsocreateavaluesetontheAdministrationpage(seethesectionbelowforinstructionsoncreatingvaluesets).Thefollowing
typesofvaluesetsaresupported:
Table
Independent
Translatableindependent
Status.Whenyouinitiallyenterthepage,thevaluesinthispoplistwillbeDraft(selected),andActive.Onlyactivefieldscanbeaddedtoa
sectionorform.Whilethefieldisdraftstatus,youcanedittheCodeNameandotherpropertiesofthefield.Youcanalsodeletethefield.Once
youchangethestatustoActive,youcannolongermodifytheCodeoftheValueType.Also,youcannolongerdeletethefield.Youwillonlybe
allowedtomakethefieldinactive.
2. Onceyouhavefinisheddefiningyournewfield,clickApply
CreatingNewSections
1. OntheCreateSectionpage,entervaluesforthefollowingfields:
Code.Arequired,userdefinedvaluethatuniquelyidentifiesthesection.Thesectioncodecanonlybeupto20charactersandcanonlyhave
alphanumericcharacters(Underscoresareallowedwithinthecode).Ifthissectionwillbeusedonaform,foreaseofmapping,thisvalue
shouldmatchthecodefromtheXSD/DTDtowhichyouwillbemapping.
Version.Thisisadisplayonlyfieldthatisupdatedwhenanewversionofthesectioniscreated.
Name.Arequired,userdefinedvaluethatwillbeassociatedwiththesection.Thisvalueappearsabovethesectionwhentheformispresented
tothebuyer.Enteravaluethatismeaningfultothebuyer.
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Description.Arequiredfieldusedtodescribethesection.Itisnotdisplayedtothebuyer.
SectionContainsrepeatingData.Identifiesthissectionasarepeatingsection.Repeatingsectionsaredisplayedtothebuyerasatable.Ifthe
sectioncontainsrepeatingdata,nosystemfieldscanbedefinedtoit.
TextTip.Thistextispresentedtothebuyerasatipbelowthesectionheader.Usethistogivespecificinstructionstothebuyerforthis
section.
Status.Whenyouinitiallyenterthepage,thevaluesinthispoplistareDraft(selected),andActive.Onlyactivesectionscanbeaddedtoan
abstract,section,orform.Whilethesectionisindraftstatus,youcaneditCode,Name,andotherpropertiesofthesection.Youcanalsodelete
thesection.Onceyouchangethestatustoactive,youcannolongermodifyCodeormakethesectionrepeating.Also,youcannolongerdelete
thesection.Youcanonlymakethesectioninactive.
Onceyouhaveactivatedasection,youcancreatearevisionormakeacopyofthesection(youcanalsomakeacopyofthesectionwhileitis
indraftstatus).Revisionsareusedtomakechangestoanexistingsection.Ifyoufindtherearechangesthathavebeenmadetotheformthat
youmustsendtothethirdpartysystem,youcanuserevisionstomakethechangestothesections.OnceyouclicktheCreateRevisionbutton,
adraftsectioniscreatedwiththeversionnumberincrementedbyone.Youmaytheneditandactivatethisdraftsection.Youwillneedto
replacetheexistingsectionontheformwiththenewrevisiontoexposeittothebuyer.
Copiesaresimilartorevisions,buttheydonotincrementtheversionnumberandareconsiderednewsections.Youcancopyanexistingsection
byclickingtheCopySectionbutton.Thiswillcreateadraftsectionforyoutoedit.YouwillberequiredtochangeSectionCodeandNameand
clickApplyforthecopytobesaved.
SectionsandFields.WhenyouclickAddAnotherRowintheSectionsandFieldstable,youmustclicktheflashlightortypeinthenameofthe
sectionorfieldthatyouwanttoadd.Onlyactivesectionsandfieldscanbeaddedtothesection.Noticethatyoucansequencethesectionand
fieldwithinthesectiontoensuretheappropriateordering.Youcanalsospecifyifafieldisrequired.Youmaydeletesectionsandfieldsfromthe
sectionuntilyoumakethesectionactive.Ifthesectioniseitheractiveorinactive,youcannotremovefieldsandsections.Youwillhaveto
createanewrevisiontothesectionandthenyoucanremovethefieldsandsections.Sectionsarerequiredtohaveatleastonefield.
2. Toaddafieldtothesection,clickAddAnotherRow.
3. Clicktheflashlighticon.
4. Searchforandselectthefieldorsectionyouwishtoadd(youcanaddasectionwithinasection).Afteryouhaveaddedthefieldorsection,specify
whetheritrequiresaresponsefromthesupplier.
5. Onceyouhaveaddedallthefieldsand/orsectionstothesection,clickApply.
UpdatingExistingFieldsorSections
1. OntheManageSectionsandFieldspage,enterallortheinitialpartofthefieldnameorcodeandclickGo.
2. Whenthesearchresultsdisplay,clicktheUpdateiconforthefieldyouwishtoupdate.
3. Updatethevaluesforthefieldorsection.Youcanpreviewthesection.Whenfinished,clickApply.
ModifytheExistingAbstractDefinition
Differentorganizationshavedifferentrequirementsfordatatheyneedtodisplaytosupplierstoadvertisenegotiations.OracleSourcingallowsyouto
customizethedatathatwillbedisplayedtosuppliers.TheAbstractconsistsofamainexternalpagethatlistsallpublishedabstractsandadetailspageto
displaydetailedinformationaboutasinglenegotiation.
YoucanmodifytheseededAbstractdefinitionbyusing
2. OntheAdministrationpage,click"AbstractsandForms."
3. ClicktheUpdateiconfortheAbstract.
4. TheUpdateAbstractpagedisplaysthecurrentdefinitionfortheabstract.
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TheAbstractdefinitionusesthefieldsandsectionsdefinedusingtheinstructionsdiscussedintheprevioussections.Ifyouneedtocreateormodify
fieldsorsections,click"ManageSectionsandFields."
TheUpdateAbstractpagedisplaysinformationabouttheAbstractdefinitionandallowsyoutomodifysomevalues.
Status.Whenyouinitiallyenterthepage,thevaluesinthispoplistwillbeDraft(selected)andActive.IftheAbstractisindraftorinactive
status,nothingwillappearontheexternalwebpage.OnceyouhaveupdatedtheAbstractdefinition,changethestatustoactiveandclickApply.
TheAbstractisthenavailableontheexternalpage.
Name.Displaysthenameofthefieldorsection.
Version.Theversionofthesection(notapplicableforfields).
Sequence.Thisindicatestheorderinwhichthefieldsandsectionsappear.Thisvaluecanbemodified.
DisplayonMainPage.Ifyoucheckthisbox,thisfieldisdisplayedonthemainpageoftheAbstract.Otherwise,thefieldappearsonthedetail
pagewhenyoudrilldownfromthemainpage.Sectionscannotbedisplayedonthemainpage.
Required.Checkingthisboxrequiresthatbuyersenterinformationforthefield.Thischeckboxisnotapplicableforsystemfieldssincetheir
informationissuppliedinternallybythesystem.
Type.Thisindicateswhethertheentryisafieldorsection
Source.Thisindicateswhetherthevaluesforthefieldaresuppliedbytheuserofthesystem.
Active.Ifyoucheckthisbox,thefieldisincludedintheAbstractdefinition.
View.Clickingthisiconallowsyoutoseethedetailsofthefielddefinition.
Delete.ClickthisicontoremovethefieldorsectionfromtheAbstractdefinition.Thedefinitionmustbeinactivatedforthisicontobeavailable.
AddingaNewFieldtotheAbstract
1. ClickAddAnotherRow
2. ClicktheflashlighticontoaccesstheSearchandSelectwindow.
3. Searchforthefieldyouwishtoadd.Youcansearchby:
FieldName
Code
Type(fieldorsection)
Description
Source
4. Selectthefieldorsectionyouwishtoaddandspecifywhethertodisplaythefieldonthemainabstractpage.Fieldsnotdisplayedonthemainpage
aredisplayedonthedetaildrilldownpage.
5. Onceyouhavecompletedyourmodificationstotheabstract,previewthenewAbstractifdesired,changethestatustoactive,andclickApply.
CustomizingtheExternalAbstractPage
SourcingisdeliveredwithadraftAbstractthatincludesanumberofsystemfields.Youshouldreviewtheothersystemfieldsavailableandmodifythe
Abstractdefinitiontoincludeallofthefieldsthatyouneed.AfteryoumodifytheAbstractdefinition,youmustthenactivatetheAbstractforittobeusedas
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partofanegotiation.
SettingtheExternalPageURL
Supplierscanviewthedetailsforallnegotiationswithpublishedabstractsattachedbynavigatingtotheexternalabstractpage.TheURLtoaccessthe
externalabstractpageisdeterminedbythefollowingprofileoption:
POS:ExternalURL(displaynameinternalname:POS_EXTERNAL_URL)
ThisprofileoptionshouldbesetaspartofiSupplierPortalsetupandhasthefollowingformat:
httporhttps://<externalwebservermachine><port>
Forexample:http://external.oracle.com:1033
AnactualURLtoaccesstheabstractpagesetabovewouldbe:
http://external.oracle.com:1033/OA_HTML/OA.jsp?OAFunc=PON_ABSTRACT_PAGE
Thisexternalpagewillbeavailabletosupplierswithoutloggingintothesystem.YoumayreferencethisURLfromotherwebsitestoallowyourabstractsto
bevisibletopotentialsuppliers.
ChangingUserPreferenceValuesatLogin
Bydefault,theuserpreferences(forexample,languagesettings,dateformat,etc.)fortheabstractexternalpagearederivedfromthesettingsfor
"GUEST"user.However,theexternalpagecanacceptthefollowingparameters:
PON_LANGUAGE_CODEThedisplaylanguageforthepagecanbechangedbypassingthisparametervalue
PON_ORGANIZATION_IDTheparticularorganizationforwhichnegotiationsshouldbedisplayed.Otherwise,bydefault,negotiationsfromall
organizationsacrossthebuyercompanyaredisplayed.
PON_NEGOTIATION_STATUSNegotiationsinaparticularstatuscanbedisplayed.Valuesare:ALL_STATUS,PREVIEW,ACTIVE,AUCTION_CLOSED,
AWARDED,andCANCELED.
Sinceeachoftheseparametershasadefault,noneisrequired.
Forexample,thefollowingAbstractURLdisplaysallactivenegotiationsfororganization123inEnglish:
http://external.oracle.com:10333/OA_HTML/OA.jsp?
OAFunc=PON_ABSTRACT_PAGE&PON_LANGUAGE_CODE=EN&PON_ORGANIZATION_ID=123&PON_NEGOTIATION_STATUS=ACTIVE
SeetheOracleEBusinessSuiteSystemAdministratorConfigurationmanualforinformationonsettinguptheGUESTuser.
CustomizingYourWebPage
Youcancustomizeyourexternalwebpageintwoways
Addingabranding.gifimagetothetopofthepage.
AddingcustomHTMLregionsontheleft,right,orbottomofthepage.
ThesecustomizationsareappliedtoboththeMainExternalwebpage,whichlistsallofthenegotiations,aswellastheAbstractDetailpage,whichdisplays
thedetailsforeachAbstract.
GifFileSize
AccordingtoOraclestandards,advertising.giffilesforOracleHTMLapplicationsshouldbeoneofthefollowingsizes:
460x60
230x60
230x30
LoadingYourCustomizations
LoadingthesefilesissimilartoaddingcustomHTMLregionsonthebuyerandsupplierhomepages.Toloadthesefiles:
Createyour.giffiles.Namethem
pon_SourcingExternal_Adv.gif(thebranding.gifthatappearsatthetopofthepage)
pon_SourcingExternal_left.htm(theHTMLregionontheleftsideofthepage)
pon_SourcingExternal_right.htm(theHTMLregionontherightsideofthepage)
pon_SourcingExternal_bottom.htm(theHTMLregionatthebottomofthepage)
Copythe.giffilesandtherelevant.htmfilestothefollowingdirectory
$<templatepath>/pon/custom/marketing/SRC_EXTERNAL/<languagedirectory>/
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where<templatepath>isasystempropertythatisspecifiedinthessp_init.txtfileintheiASpropertiesfile.Forexample,apathmightlooklike
/OA_HTML/pon/custom/marketing/SRC_EXTERNAL/US
Note:Ifaparticularfileisnotfoundinthespecifieddirectory,thecorrespondingregionisnotdisplayed.
LinkingtheAbstractPagetoYourMainWebPage
AfteryouhavecreatedyourAbstractpage,youneedtolinkittoyourcompany'smainwebpage.Thelinktextonyourmainwebpagewillusuallysay
somethinglike"CurrentSolicitations,""SolicitationDetails,"or"CurrentNegotiations."
CreatingandUsingForms
OracleSourcingisseededwithtwoforms.Youcanmodifyandusetheseforms,orcreatenewforms.
Planningtheform
1. Determinethedesiredoutput.
Tounderstandthestructureoftheoutput,youshouldobtainaformthatdisplaysthefields(includingrequiredfields)andsections.Thishelpsyouto
determinethefields,sectionsandtheirrelationstoeachother.Ifaformisnotavailable,youshouldconstructtheforminsomefashiontoidentifythe
overallstructureoftheform.OtherwiseitisdifficulttomodeltheforminOracleSourcing.
2. Createaplanoftheform.
DevelopaplanforhowyouwillmodeltheforminOracleSourcing.Whendevelopingyourplan,determine:
Which,ifany,fieldsarerequired.
Whetherthereareanyrepeatingsections.
Docertainfieldsonlyallowpredefinedvalues.
Cancertainfieldsobtaintheirvaluesfromthesystem.
3. ModeltheforminOracleSourcing.
Onceyouhaveplannedyourform,modelthedesigninOracleSourcing.Thisincludesdeterminingtheorderinwhichyouwilldefinedataelementsas
wellasanynamingconventions.
Thebuildingblocksofyourformarefieldsandsections.Fieldsaresingledataelementsonaformsuchasphonenumberorcommoditycode.
Sectionsarecollectionsoffieldsand/orothersections.
Sinceyoubuildyourformbycombiningfieldsandsections,youshoulddefinetheforminOracleSourcingstartingatthelowestlevelandworkingup.
Thecodesyouuseshouldmatchthecodesthatareusedinyourthirdpartysystem.Thismakesmappingyourformfieldseasier.
Creatingtheformdefinition
1. OntheAbstractandFormspage,clickCreateForm.
2. OntheCreateFormpage,entertherequiredinformation:
Code.Arequired,userdefinedvaluethatuniquelyidentifiestheform.Codecanonlybeupto20charactersandcanonlyhavealphanumeric
data(underscoresareallowedwithinthevalue).Foreaseofmapping,thevalueshouldmatchthecodefromtheXSD/DTDtowhichyouwill
map.
Name.Required,userdefinedvalueassociatedwiththeform.Enteravaluethatismeaningfultothebuyer.
Version.Thisisadisplayonlyfieldshowingtheversionofthisdefinition.Itisupdatedwhenanewversioniscreated.
Description.Arequiredfieldthatyoucanusetodescribetheform.Itisnotdisplayedtothebuyer.
XMLPublisherTemplate.Onceyouhavemappedtheformtothethirdpartysystem,youwillselecttheXMLpublishertemplatefilehere.
Informationonmappingtheformandcreatingthetemplateisdiscussedbelow.
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XMLPublisherDataSource.Thisisthefilenameofthedatasource(XSDfile)thatiscreatedforyouautomaticallywhenyouchangethestatus
ofaformtoActive.Theformatofthenamegiventothatfileis"PON#"+theformname+#+versionnumber.Forexample,foraform
namedFORM_TEST,theXMLPublisherDataSourcewillbenamedPON#FORM_TEST#1.Thisfileisusedformappingtothethirdpartysystem
andcanbedownloadedfromXMLPublisher.Informationonmappingtheformisdiscussedbelow.
Status.ValuesareeitherActiveorDraft.
FormType.Specifythescopeoftheformtoindicatewhethertheinformationobtainedfromthisformappliestoasinglenegotiationora
Sourcingevent(agroupofnegotiations).
3. ClickAddAnotherRowtoaddasectionorfieldtothisform.
4. OntheCreateFormpage,clicktheflashlighticon.
5. Searchforandselectthefieldorsectionyouwishtoaddtotheform.
6. Ifyouaddedafield,specifywhetheraresponsefromthesupplierisrequired.
7. Onceyouhavecompletedyourformdefinition,previewtheformifyouwish,andclickApply.
Activatingtheform
1. FromtheNegotiationHomepage,clicktheAdministrationtab.
2. OntheAdministrationpage,click"AbstractandForms."
3. Locatetheformdefinitionandclicktheupdateicon.
4. OntheUpdateFormpage,selectActivefromtheStatusdropdownmenu,andclickApply.
MappingaformtoathirdpartyXSD/DTDfile
Whenyouactivateyourform,OracleSourcingautomaticallycreatesanXSDfileforyouthatwillbeusedastheXMLPublisherDataSourcefile.Youwilluse
thisfiletomaptothethirdpartyXSD/DTDfilesothattheXMLoutputgeneratedfromyourformisacceptabletothethirdpartysystem.
DownloadtheXSDdatasourcefile
1. FromtheSourcingAdministrationpage,clickAbstractsandForms
2. OntheAbstractsandFormspage,clicktheDataSourceFileiconfortheformwhosesourcefileyouwishtodownload.
3. Savethefiletoanappropriatelocation.
CreateXSLfiletomaptothethirdpartyXSD/DTD
NextyouneedtoobtaintheXSDorDTDfromthethirdpartysystemthatyouaremappingto.Thiswillusuallybeavailablefromtheirwebsiteorfroma
technicalcommunication.
4. OnceyouhaveboththeXSDfileforyourformandtheXSDorDTDfilefromyourthirdpartysystem,youneedtomapthemtocreateanXSLfile.XSL
isalanguagefordefiningXMLstylesheets.SimilartoaCSSstylesheetthatdefineshowanHTMLfileisdisplayed,anXSLstylesheetisafilethat
describeshowtodisplayanXMLdocumentofagiventype.
OraclerecommendsyouuseasoftwarepackagesuchasStylusStudiotoperformthismapping.StylusStudioallowsyoutodraganddropfromone
XSDtoanothertomaptheelementsinthetwoXSDfilestoeachother.XMLmappingcanbecomplexdependingonthecomplexityoftheform.You
mayconsiderhavinganexperiencedXMLdeveloperpreparethismappingforyou.
5. Saveyourmappingfile.
LoadtheXSLfile
OncetheXSLfilecontainingthemappinghasbeencreated,youmustuploaditintoXMLPublisher.
6. LogintoOracleApplicationsandselecttheXMLPublisherresponsibility.
7. AccesstheTemplatespage.
8. ClickCreateTemplateandenterthefollowinginformation
Name.Enteranynametoidentifythetemplate.ThisnameappearsontheFormpagewithinOracleSourcing.Thisfieldisrequired.
Code.Provideauniquecodeforthetemplate.Thisfieldisrequired.
Application.Enter"Sourcing."
DataDefinition.SearchtheListofValuesfortheapplication"Sourcing"andselectthedatadefinitionfilethatwascreatedbythesystemwhen
youactivatedyourform.
Type.SelectXSLXML.
StartDate.Thedateonwhichyouwanttoactivatethetemplate.Youshouldusethedefaultdate.
EndDate.Thedateonwhichyouwanttoinactivatethetemplate.Youcanleavethisblank.
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Description.Entertexttodescribethistemplate.
File.selecttheXSLfileyouhavecreatedfromyourmappingtool.
Language.Yourdefaultlanguage.
Territory.Yourdefaultterritory.
9. ClickApply.
10. LogoutoftheXMLPublisherresponsibilityandintoOracleSourcingSuperUserresponsibility.
11. Accessyourformdefinition.Ifitisactive,deactivateit.
12. EnterthenameofyourtemplateontheCreateFormpagetoattachthistemplatetoyourform.ThisallowsthesystemtogeneratetheXMLfilefor
youthatmatchestheformatneededbythethirdpartysystem.
13. ClickApply.
Createvaluesetsforabstractsandforms
WhencreatingAbstractsorForms,youcanchoosetoallowbuyerstoenterfieldvalues,oryoucanrequirebuyerstoselectavaluefromapredefinedlist.
Todefinealistofvaluesforafield,youmustfirstcreateaValueSet.OnceyouhavecreatedtheValueSet,youcandefinethevaluesthatitcontains.
1. FromtheNegotiationsHomepage,clicktheAdministrationtab,
2. OntheAdministrationpage,click"ManageValueSets."ThisplacesyouontheValuesSetformintheSystemAdministrationapplication.
SeeOracleEBusinessSuiteSystemAdministratorGuideforinstructionsondefiningValueSets.
Createvaluesforabstractsandformsandabstracts
OnceyouhavecreatedtheValueSetforyourAbstractorFormfield,youcandefineitsallowablevalues.
2. OntheAdministrationpage,click"ManageValues."ThistakesyoutotheFindValueSetform.
3. OntheFindvaluesSetform,enterthenameofthevaluesetyoucreatedinthepreviousstep,andclickFind.
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4. OntheSegmentValuesform,entertheallowablevaluesforyourfield.SeeOracleEBusinessSuiteSystemAdministrationGuideforinstructionson
definingvaluesforvaluesets.
SetUpDocumentPrintLayouts(Optional)
TheprintfacilitiesmakeuseofthecapabilitiesofOracleXMLPublishedwhenprintingnegotiationsorresponses.
Youcanassignaseparatelayouttousewhenprintingdifferentsourcingdocumenttypes.Also,youcancreateatemporarydirectoryforprocessinglarge
fileswhenprintingPDFcopiesoflargenegotiations.SeetheXMLPublisherUser'sGuideforinstructionsoncreatinglayouttemplatesandcreating
directories.
ToAssignLayoutTemplates
1. LogintoOraclePurchasingasaPurchasingSuperUser.
2. NavigatetotheDocumentTypespage.SetUp>Purchasing>DocumentTypes.
3. SelecttheOperatingUnittowhichthisassignmentapplies.ClickGo.l
4. ClickUpdateforanySourcingdocumenttype(BuyerAuction,RFQ,RFI).
5. Foreachdocumenttype,selectaDocumentTypeLayout..(IfyouhaveOracleProcurementContractslicensedandinstalled,alsoselectaContract
Termslayout.)
ToCreateaTemporaryDirectory
1. NavigatetotheXMLPublisherConfigurationpage.
(N)XMLPublisherAdministration>Administration>Configuration>General>Temporarydirectory.
2. Enterthepathtothetemporarydirectory.Itisstronglyrecommendedthatyouspecifyatemporarydirectorytoavoid"Outofmemory"errorswhen
processinglargefiles.
SetUpDemandWorkbench(Optional)
OracleSourcingbuyerscanusetheDemandWorkbenchfeatureofOraclePurchasingtoaccessandimportrequisitioninformationfromOraclePurchasingto
createanewnegotiationwithoutleavingOracleSourcing.TosetuptheDemandWorkbenchforusebyOracleSourcingbuyers:
1. SetuptheAutoCreatefeatureasnormalinOraclePurchasing.
2. SetthePO:DefaultRequisitionGroupingsystemprofileoption(values:RequisitionorDefault)
Thisspecifiesthedefaultgroupingmethodusedwhenaggregatingdemandtocreateanewsourcingdocument.Defaultwillcombinelinesfrom
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multiplerequisitionstocreateasinglenegotiationlineifpossible.RequisitionwillcreateaseparatelineforeachRequisitionline.
3. SetthePO:DocumentBuilderDefaultDocumentTypesystemprofileoption.(values:BlanketAuction,BlanketRFQ,StandardAuction,Standard
RFQ).Thisspecifiesthedefaulttargetdocumenttypewhencreatinganewnegotiation(thiscanbechangedwhenthenegotiationisinitiallycreated
inDemandWorkbenchbyselectingoneoftheotherthreevaluesfromadropdownmenu).
EnableAwardApproval(Optional)
YoucanenableawardapprovalinOracleSourcingbyimplementingtheapprovalroutingmechanisminOracleApprovalsManagement.Youcanuseboththe
employeesupervisorhierarchyandthepositionhierarchy.EmployeeSupervisorhierarchyusestheorganizationalmanagementstructuredefinedinOracleHR
toprocessawardapproval.Positionbasedhierarchiesalloworganizationstheflexibilitytocreatereportingstructuresthatremainstableregardlessof
organizationalchanges.
Toenableawardapproval:
1. DefinetheemployeeandsupervisorhierarchiesorthepositionsandtheirhierarchiesinOracleHumanResources.
2. SetuptheSourcingAwardtransactiontypewithinOracleApprovalManagement.Setupthetransactiontypewiththefollowingattributes:
DOCUMENT_TYPEidentifiesthesourcingdocumenttowhichthisruleapplies(BUYER_AUCTIONorRFQ)
TRANSACTION_AMOUNTidentifiestheawardamountabovewhichthisruleistriggered.
LINE_CATEGORYallowsbuyerstosetuprulesbasedontheawardedlinecategories.Ifanyawardedlinewithinthenegotiationhasthis
particularlinecategorysetupinApprovalManagement,theruleassociatedwiththatlinecategoryistriggered.
SeeOracleApprovalsManagementImplementationGuideforinstructions.
EnableSourcingOptimization(Optional)
IfyouhavetheOracleSourcingOptimizationfeaturelicensed,settingthePON:EnableAwardOptimizationsystemprofileoptiontoYesallowsbuyersto
usetheAwardOptimizationfeaturetospecifymultipleawardcriteriaandhavethesystemcomputetheawardthatbestfitstheawardconditionsdefinedby
thebuyer.
Thereareotheroptimizationprofileoptionsthatcanadjusttheprecisionoftheoptimizationengineandtheamountoftimeittakestoprocesstherequests.
PON:OptimalToleranceforAwardOptimization
Defineshowcloseasolutionneedstobetotheidealsolution,suchthattheoptimizerconsidersittobethebestsolution.Acceptablevalues:0.0to
1.0.Default:0.0001
PON:IntegerToleranceforAwardOptimization
Definesthetolerancewithinwhichtheoptimizerconsidersavalueasanintegervalue.Acceptablevalues:0.000000001to1.0.Default:0.00001
PON:MIPEmphasisforAwardOptimization
Defineswhattheoptimizeremphasizestofindasolution.Acceptablevalues:0Balancefeasibilityandoptimality,1Feasibility,2Optimality,3Moving
bestbound.Default:1
PON:TimeoutforAwardOptimization
Definestheprocessingtimeoutthreshold(inseconds)foronlineprocessing.Thedefaultvalueis60.
EnableOracleProcurementContracts(Optional)
IfyouhaveOracleProcurementContractslicensedandimplemented:
1. EnableOracleProcurementContractsfunctionalitybysettingthesitelevelprofileoptionPO:ContractsEnabledtoYes.
2. ImplementsecurityonOracleProcurementContractsbyensuringthattheManageContractTermsjobfunctiondoesnotappearinanyresponsibilities
thatshouldnotbeabletoauthororviewcontracttermsonanegotiation.
3. SetthetemplatesforOracleSourcingdocument.SeetheOracleProcurementContractsonlinehelpforinstructionsoncreatingdocuments.
SetupcontracttemplatesintheContractTermsLibrary.Setupparticulartemplatestobeapplicableforaparticularorganization,orsetup
globaltemplate(s)whichareavailabletonegotiationsfromanyorganization.
Associatethecontracttemplateswithsourcingdocumenttypes.
Selectacontracttemplatetobethedefaultforeachsourcingdocumenttype.
4. Setcontracttermslayoutforsourcingdocuments.IntheDocumentTypeswindowinOraclePurchasing,associateacontracttermslayouttemplateto
eachsourcingdocumenttype.
SeetheOraclePurchasingUser'sGuideforinstructionsonusingtheDocumentTypeswindow.
EnableOracleServicesProcurement(Optional)
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IfyouhaveOracleServicesProcurementlicensed,turnontheprofileoptionPO:EnableServicesProcurementtoYestoenabletheServiceslinetypesin
OracleSourcing.Whentheprofileoptionisenabled,buyerscancreatenegotiationlineswiththefollowingadditionallinetypes:
FixedPriceServices
FixedPriceTempLabor
RateBasedTempLabor
IfyouenableServicesProcurement,youcanalsocreatePurchasingdocumentstylesthatsupportthecontrolsforcomplexworknegotiations.
SetUpInboxforNotifications(Optional)
IfyouplantoreceivenotificationsinyouremailinboxoutsideofOracleWorklist,youremailinboxeditorshouldbeHTMLbased,nottextbased(textbased
issupported,butnotificationsarehandledbetterwithanHTMLbasededitor).
SetUpEnhancedSupplierSearchFeature(Optional)
Theenhancedsuppliersearchfeatureallowsuserstosearchforsuppliersbasedonmanydifferentcriteriaincludingbusinessand/orcommodity
classifications.Thisclassificationinformationmustbeenteredandmaintainedinthesystem.
RefertotheOracleiSupplierPortalUser'sGuideforinstructionsonenteringsupplierbusinessandcommodityclassificationinformation.
EnableSupplierSiteAccess(Optional)
Forbuyerstoseeandsendinformationtoasuppliersite,thesitemustbedefinedasaPurchasingand/orRFQOnlysite.
SeetheOracleiSupplierPortalImplementationGuideforinstructionsondefiningsuppliersites.
EnableSupplierScorecard(Optional)
OracleSourcingintegrateswithOracleDailyBusinessIntelligence(DBI)forProcurementtoprovidebuyerswithquantitativemeasuresofsupplier
performance.Buyerscanviewrelevantandreliablesupplierperformanceinformationwhendeterminingwhichsupplierstoinvitetosourcingeventsaswell
aswhileanalyzingbids.Buyersgetacompleteview,fromaggregateddatatogranulardetailsonKeyPerformanceIndicators(KPIs).Theycanalsoview
dataovervarioustimeperiods.BuyerscanusetheflexibilitybuiltintoOracleDBIforProcurementtotailortheKPIsforeachsupplierandsuppliersite.See
OracleDailyBusinessIntelligenceImplementationGuidefordetailsonsettingupKPIsforsupplierscorecard.
CustomizeContent(Optional)
YoucancustomizethetextontheNegotiationsHomepagetoaddyourowncompanyspecificinformation.Sinceyoucanchangeboththebuyer
NegotiationsHomepage(thepageseenbyyourownusers)aswellasthesupplierNegotiationsHomepage(thepageseenbyyoursuppliers),you
cancustomizethecontentaccordingly.
Thefollowingscreenshotshowsthesupplier'sNegotiationsHomepage.Thecontainerontherighthandsideofthepagethatislabeled"Information"is
thelocationwhereyourcustomizedcontentwillappear.
Tocustomizethetextonthehomepage
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1. IftheInformationboxisnotdisplayed,enableitusingOracleApplicationFrameworkpersonalization.SettheRenderpropertytotrue.
2. Tomodifythetextdisplayedtobuyers,editthecontentofthepon_SourcingBuying.htmfile.Thisfileislocatedin$<template
path>/pon/custom/marketing/SRC_BUYING/<languagedirectory>directorywhere<templatepath>isasystempropertyspecifiedinthessp_init.txt
fileoftheiASpropertiesfile.Modifythefileandsavethenewversiontothesamedirectory.
3. Tomodifythetextdisplayedtosuppliers,editthecontentofthepon_SourcingSelling.htmfile.Thisfileislocatedin$<template
path>/pon/custom/marketing/SRC_SELLING/<languagedirectory>directorywhere<templatepath>isasystempropertyspecifiedinthessp_init.txt
fileoftheiASpropertiesfile.Modifyandsavethenewversionofthefiletothesamedirectory.
CustomizeTwoStageRFQ(Optional)
QuotessubmittedtotwostageRFQsareevaluatedinphases.Thefirststageevaluatesthetechnicalmeritsofthequote,andthesecondstageanalysisthe
commercialtermsoftheproposal.Bydefault,thetwoevaulationstagesarelabeled"technical"and"commercial,"butyoucanchangethelabelsifyouwish.
Youcanalsochangethelabelsusedforattachmentstothetwostages.
Tochangethestagenames:
1. SignonwithauseridhavingaccesstotehApplicationDeveloperresponsibility.
2. ApplicationDeveloper>Application>Lookups>ObjectApplicationLibrary
3. QueryforthelookupwiththeMeaningofPON:TwoStageName
4. UsetheinstructionsintheOracleApplicationDeveloper'sGuidetochangethevalue.
Tochangethepossibleattachmentlabels:
1. SignonwithauseridhavingaccesstotheApplicationDeveloperresponsibility.
2. ApplicationDeveloper>Attachments>DocumentCategories
3. UsetheinstructionsintheOracleApplicationDeveloper'sGuidetochangetheattachmentcategoriesFromSupplier:CommercialandFrom
Supplier:Technical
InorderforaTwoStageRFQcheckboxtoappearontheAbstract,thefieldTwoStageRFQmustbeaddedtotheAbstractdefinition.
ExtendSourcingBusinessEvents(Optional)
CustomersplanningtoextendOracleSourcingwillbeabletoleveragethenewworkflowbusinesseventsembeddedintheapplication.OracleSourcing
Release12includesasetofworkflowbusinesseventsthatcanberaisedatdifferenteventpointsduringthenegotiationprocess.Customerscancreate
custom"subscribing"processesforthesebusinesseventstoperformdesiredprocessingwhenthecorrespondingbusinesseventisraised.Thefollowinglist
ofeventsissupported:
SourcingNegotiationPublishedEvent
SourcingResponsePublishedEvent
SourcingResponseDisqualifiedEvent
SourcingNegotiationSubmittedforAwardApprovalEvent
SourcingNegotiationAwardCompletedEvent
SourcingPOCreationInitiatedEvent
SeethesectiononManagingBusinessEventsintheOracleWorkflowDeveloper'sGuide.
SetUpAdditionalInformationforNegotiations(Optional)
Whenabuyercreatesanegotiationheader(RFI,RFQorAuction),thebuyercan:
SpecifythebusinessownerofthenegotiationusingtheRequesterfield.
Provideadditionalheaderattributes:
ForbuyersintheAdditionalHeaderAttribute(BuyerOnly)region.
ForbothbuyersandsuppliersintheAdditionalHeaderAttributes(Buyer&Supplier)region.
Thefollowingcomponentsarehiddenbydefault:
Requesterfield
AdditionalHeaderAttribute(BuyerOnly)andAdditionalHeaderAttributes(Buyer&Supplier)regions
Toenablebuyerstoselecttherequesterandprovideadditionalheaderattributes,youcandisplaythesecomponentsusingOracleApplicationFramework
personalization.Thefollowingsectionsexplainhowyoucandisplaythesecomponents.
EnablePersonalization
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TomakechangestotheOAFrameworkpagesusedinOracleSourcing,youmustenablePersonalizationFrameworkfunctionalityusingthePersonalizeSelf
ServiceDefnprofileoption.SetthePersonalizeSelfServiceDefnprofileoptionattheappropriatelevelsothatyoucanaccessPersonalizationFramework.
Formoreinformation,refertotheOracleApplicationFrameworkPersonalizationGuide
1. UsingtheSystemAdministratorresponsibility,navigatetotheSystemProfileValueswindow(N)Profile>System.
2. Youcandefinetheprofileoptionatanyofthelevels:Site,Application,ResponsibilityorUser.Selecttheappropriatelevelatwhichyouwanttodefine
theprofileoption.
3. IntheProfilefield,searchforthePersonalizeSelfServiceDefnprofileoption.
4. SelectYesattheappropriatelevel.
5. SaveyourworkandexittheSystemProfileValueswindow.
DefinethePONAuctionHeaders(External)andPONAuctionHeaders(Internal)DescriptiveFlexfields(DFF)
ThePONAuctionHeaders(Internal)DFFisdisplayedastheAdditionalHeaderAttribute(BuyerOnly)regioninthenegotiationheaderandthisregionis
visibleonlytothebuyerswhocanaccessthenegotiation.ThePONAuctionHeaders(External)DFFisdisplayedastheAdditionalHeaderAttributes(Buyer
&Supplier)regioninthenegotiationheaderandthisregionisavailabletobothbuyersandsuppliers.Todisplayfieldsintheseregions,defineDFFsegments
basedonyourbusinessrequirements.ForthePONAuctionHeaders(Internal)DFF,youcancreatesegments,forexample,torecordinternalnegotiation
detailssuchastotalbudgetsanctionedandfinalprojectapprover.ThesegmentsthatyoucreateforthePONAuctionHeaders(External)DFFarevisibleto
boththebuyerswhohaveaccesstothenegotiationandthesuppliersaccessingthenegotiation.Youcancreatesegmentstorecordadditionalsupplier
detailssuchascontactaddressandcontactnumber.
TodefinethePONAuctionHeaders(Internal)DFFsegments:
1. UsingtheSystemAdministratorresponsibility,navigatetotheDescriptiveFlexfieldSegmentswindow(N)Application>Flexfield>Descriptive>
Segments.
2. SearchforthePONAuctionHeaders(Internal)flexfield.
3. UnselecttheFreezeFlexfieldDefinitioncheckbox.ACautionpopupappears:Unfreezingthisflexfieldandmakingchangestothesegmentdefinitions
couldaffectthevalidityofthedataalreadyexistingforthisflexfield.ClickOktocontinue.
4. IntheContextFieldValuesregion,enterthecode,name,anddescriptionasrequired.
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5. SelectthecodeandclickSegments.
6. IntheSegmentsSummarywindow,createsegmentsasrequiredandsaveyourwork.
7. ClosetheSegmentsSummarywindow.
8. Freezetheflexfielddefinitionandcompiletheflexfieldtosaveyourwork.
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TodefinethePONAuctionHeaders(External)DFFsegments:
1. SearchforthePONAuctionHeaders(External)flexfield.UnselecttheFreezeFlexfieldDefinitioncheckboxandcreatesegmentsasrequired.Freeze
theflexfielddefinitionandcompiletheflexfieldtosaveyourwork.
Formoreinformationondefiningflexfields,refertotheOracleEBusinessSuiteFlexfieldsGuide.
DisplaytheRequesterFieldUsingOracleFrameworkPersonalization
1. UsingtheSourcingSuperUserresponsibility,navigatetotheNegotiationsHomepage.
2. ClicktheNegotiationstab.
3. IntheCreatecolumnoftheQuickLinkssection,clickRFI,RFQorAuction.TheCreateHeaderpageappears.
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4. ClickthePersonalizePagelinkontheCreateHeaderpage(ponDefineHdrPG).
5. OnthePersonalizePage:CreateNegotiation,clicktheCompleteViewoption.
6. SearchfortheMessageLovInput:Requesteritem.
7. ClickthePersonalizeicon.ThePersonalizeMessageLovInput:Requesterpageappears.
8. NavigatetotheRenderedproperty.Bydefault,theRenderedpropertyvalueisfalse.TodisplaytheRequesterfieldattheappropriatelevel,for
example,Responsibility:SourcingSuperUser,selecttrueintheResponsibilitycolumn.
9. ClickApplytosaveyourwork.TheRequesterfieldappearsonthepage.
10. RepeatthestepstodisplaytheRequesterfieldonthe:
NegotiationReviewpage(ponNegReviewPG)
NegotiationSummarypage(ponNegSumPG)
DisplaytheAdditionalHeaderAttribute(BuyerOnly)andAdditionalHeaderAttributes(Buyer&Supplier)RegionsUsingOracleFramework
Personalization
TodisplaytheAdditionalHeaderAttribute(BuyerOnly)region:
1. UsingtheSourcingSuperUserresponsibility,navigatetotheNegotiationsHomepage.
2. ClicktheNegotiationstab.
3. IntheCreatecolumnoftheQuickLinkssection,clickRFI,RFQorAuction.TheCreateHeaderpageappears.
4. ClickthePersonalizePagelinkontheCreateHeaderpage(ponDefineHdrPG).
5. OnthePersonalizePage:CreateNegotiation,clicktheCompleteViewoption.
6. SearchfortheHeader:AdditionalHeaderAttributes(BuyerOnly)pageelement.
7. ClickthePersonalizeicon.ThePersonalizeHeader:AdditionalHeaderAttributes(BuyerOnly)pageappears.
8. NavigatetotheRenderedproperty.Bydefault,theRenderedpropertyvalueisfalse.TodisplaytheRequesterfieldattheappropriatelevel,for
example,Responsibility:SourcingSuperUser,selecttrueintheResponsibilitycolumn.
9. ClickApplytosaveyourwork.TheAdditionalHeaderAttribute(BuyerOnly)regionappears.
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10. Repeatthestepstodisplaytheregiononthe:
TodisplaytheAdditionalHeaderAttributes(Buyer&Supplier)region:
Displaytheregiononthefollowingpages:
CreateHeaderpage(ponDefineHdrPG)
RepeatthestepsdescribedintheprevioussectionandsettheRenderedpropertytotruefortheHeader:AdditionalHeaderAttributes(Buyer&Supplier)
pageelement.
AfterPersonalization,theAdditionalHeaderAttributes(Buyer&Supplier)regionappears.
SeetheOracleSourcingonlinehelpforinstructionsonusingtheRequesterandadditionalheaderattributefields.
SetUpEarnestMoneyDeposit
InordertointegratewithAccountsReceivablesandAccountsPayables,setupthefollowinginOracleFinancials.
UsingtheSystemAdministratorresponsibilitysetthevalueoftheprofileoptionAR:DepositOffsetAccountSourceasTransactionTypeatthesiteand
responsibilitylevel.
FlexfieldSegments
1. UsingtheReceivablesresponsibility,navigateto(N)Setup>Financials>Flexfields>Descriptive>Segments.ClicktheFindicontosearchforand
displaytheReceivablesLineTransactionFlexfield.TheContextFieldValuesregionwilldisplayEMDTransactionsintheCodecolumn.
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2. UnselecttheFreezeFlexfieldDefinitioncheckbox.ACautionpopupappears:Unfreezingthisflexfieldandmakingchangestothesegmentdefinitions
couldaffectthevalidityofthedataalreadyexistingforthisflexfield.ClickOktocontinue.
Note:Thesesegmentsmayalreadybeseededinyourinstance,pleasecheckforthembeforeyouenteranyuserdefinedsegments.
3. ClickSegmentsandenterthesegmentsfortheEMDTransactions.EnterthefollowingintheSegmentswindow:
Name
WindowPrompt
Column
ValueSet
Displayedcheckbox Enabledcheckbox
NegotiationNumber NegotiationNumber INTERFACE_LINE_ATTRIBUTE1 120characters Checked
Checked
VendorPartyId
INTERFACE_LINE_ATTRIBUTE2 120characters Checked
Checked
VendorPartySiteId VendorPartySiteId INTERFACE_LINE_ATTRIBUTE3 120characters Checked
VendorPartyId
Checked
PartyContactId
PartyContactId
Checked
BillNumber
BillNumber
Checked
BillInfo
BillInfo
Checked
EmdGroupID
EmdGroupID
Checked
EmdTransactionID EmdTransactionID INTERFACE_LINE_ATTRIBUTE8 120characters Checked
Checked
YourSegmentwindowshouldappearasfollows:
4. SaveyourworkandclosetheSegmentswindow.ExitfromtheDescriptiveFlexfieldsSegmentswindow.
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TransactionTypes
1. UsingtheReceivablesresponsibility,navigatetoReceivables>Setup>Transactions>TransactionTypes.
2. Enterinformationtosetupthefollowingtransactiontypes:EMDDeposit,EMDCreditMemoandEMDInvoice.
3. ForEMDDepositsetup,enterthefollowinginformationintheTransactionTypeswindow:
Name:EMDDeposit
Class:Deposit
TransactionStatus:Open
InvoiceType:EMDInvoice
StartDate:anystartdate
Description:DepositTransactionTypeforEMDfromOracleSourcing
CreationSign:PositiveSign
PrintingOption:Print
CreditMemoType:EMDCreditMemo
4. Selectthefollowingcheckboxes:
OpenReceivable
PosttoGL
NaturalApplicationOnly
5. ClicktheAccountstabandenterthefollowingaccountinformation:
ReceivableAccount:entertheappropriateaccountcode
RevenueAccount:entertheappropriateaccountcode
6. ClicktheDeposittabandenterthefollowingaccountinformation:
OffsetAccount:entertheappropriateaccountcode
7. Saveyourwork.
TheTransactionTypeswindowappearsasfollowsfortheEMDDepositTransactionType:
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8. ForEMDCreditMemosetup,enterthefollowinginformationintheTransactionTypeswindow:
Name:EMDCreditMemo
Class:CreditMemo
Description:CreditMemoforrefundingEMDamountinOracleSourcing
CreationSign:NegativeSign
OpenReceivable
PosttoGL
11. Saveyourwork.
TheTransactionTypeswindowappearsasfollowsfortheEMDCreditMemoTransactionType:
12. ForEMDInvoicesetup,enterthefollowinginformationintheTransactionTypeswindow:
Name:EMDInvoice
Class:Invoice
Description:RegularInvoice
CreationSign:PositiveSign
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OpenReceivable
PosttoGL
15. Saveyourwork.
TheTransactionTypeswindowappearsasfollowsfortheEMDInvoiceTransactionType:
16. ClosetheTransactionTypeswindow.
AutoAccounting
NavigatetoReceivables>Setup>Transactions>AutoAccountingandselecttheoperatingunit.SearchfortheTypewithavalueofRevenue.Inthe
Segmentcolumn,theAccountsrowshouldhaveavalueintheTableNamecolumn.
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AssigningSequentialNumberingtothefollowingEMDentities
1. UsingtheSystemAdministratorresponsibility,navigatetoApplication>SequentialNumbering>Assign>(T)Document.
2. EnterthefollowingintheDocumenttabusingthetableinformationbelow
Application Category
Ledger
Receivables
EMDCreditMemo
YourLedger Automatic
Method
Receivables
EMDDeposit
Receivables
EMDInvoice
Receivables
EMDCash
Receivables
EMDCheck
Receivables
EMDDemandDraft YourLedger Automatic
3. Saveyourwork.Thewindowappearsasfollows:
4. ClicktheAssignmenttabtoenterdocumentsequencesforeachoftheEMDcategories.
5. EntertheEMD_Invoicesequenceforthefollowingcategories:
EMDCreditMemo
EMDDeposit
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EMDInvoice
6. EntertheEMD_Receiptsequenceforthefollowingcategories:
EMDCash
EMDCheck
EMDCredit
EMDDemandDraft
7. Saveyourwork.TheAssignmentwindowappearsasfollows:
8. ClosetheSequenceAssignmentswindow.
BatchSource
1. UsingtheReceivablesresponsibility,navigatetoSetup>Transactions>Sources>(T)BatchSourcetosetupabatchsource.Enterthefollowingin
theBatchSourcewindow:
OperatingUnit:thedefaultoperatingunit
Name:EMDTransactionSource
Type:Manual
Description:EMDtransactionsourcesfortransactionsfromOracleSourcing
Active
AutomaticBatchNumbering
AutomaticTransactionNumbering
3. EntertheremaininginformationintheBatchSourcetab:
LastNumber:999
ReferenceFieldDefaultValue:interface_header_attribute1
StandardTransactionType:EMDDeposit
CreditMemoBatchSource:EMDTransactionSource
4. Saveyourwork.Thewindowappearsasfollows:
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5. EnterthefollowinginformationforthenextbatchsourceEMDImportInvoiceBatchSource:
Name:EMDImportInvoiceBatchSource
Type:Imported
Description:EMDImportInvoiceBatchSource
Active
AutomaticBatchNumbering
AutomaticTransactionNumbering
7. EntertheremaininginformationintheBatchSourcetab:
LastNumber:999
ReferenceFieldDefaultValue:interface_header_attribute1
StandardTransactionType:EMDInvoice
CreditMemoBatchSource:null
8. SaveyourworkandclosetheBatchSourceswindow.
9. Usingthesameresponsibility,creatememolinesbynavigatingto:(N)Receivables>Setup>Transactions>MemoLines.
10. Enterthefollowinginformation:
Name:EMDMemoLine(Invoice)
Description:EMDMemoLine(Invoice)
Type:Line
AccountDescription:OperationsNoDepartmentReserveforReturnsNoSubAccountNoProduct
ActiveDates:1NOV2008
11. Saveyourwork,yourwindowappearsasfollows:
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12. ClosetheStandardMemoLineswindow.
PaymentTerms
1. Usingthesameresponsibility,enter/confirmthePaymentTerms.Navigateto(N)Receivables>Setup>Transactions>PaymentTerms.Enterthe
followinginformationforcreatinganewpaymentterm:
Name:IMMEDIATE
Description:Termforchargebackordebitmemo
BaseAmount:100
DiscountBasis:InvoiceAmount
EffectiveDates:01JAN1966
InstallmentOptions:Includetaxandfreightinfirstinstallment
2. InthePaymentScheduleregion,enterthefollowing:
Seq:1
RelativeAmount:100
DueDays:0
3. SaveyourworkandclosethePaymentTermswindow.Thewindowappearsasfollows:
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ReceiptClass
1. UsingtheReceivablesresponsibility,entertheReceiptClass.Navigateto(N)Receivables>Receipts>ReceiptsClasses.
2. IntheReceiptClassregion,enterthefollowing:
Name:EMDManual
CreationMethod:Manual
RemittanceMethod:Standard
ClearanceMethod:ByAutomaticClearing
3. IntheReceiptMethodregion,enterthefollowing:
Name:EMDCash
PrintedName:EMDCash
EffectiveDates:01NOV2008
4. Saveyourwork,theReceiptClasseswindowappearsasbelow:
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5. ClickBankAccountstoentertheRemittanceBankinformation:
OperatingUnit:theselectedoperatingunit
BankName:enterabank
BranchName:enterabranch
Currency:USD
AccountName:enteranaccountname
MinimumReceiptAmount:0
EffectiveDates:entereffectivedates
6. SelectthePrimarycheckbox.
7. EnterthefollowingintheGLAccountstab:
Cash:entertheappropriateaccountcode
ReceiptConfirmation:entertheappropriateaccountcode
Remittance:entertheappropriateaccountcode
BankCharges:entertheappropriateaccountcode
UnappliedReceipts:entertheappropriateaccountcode
UnidentifiedReceipts:entertheappropriateaccountcode
OnAccountReceipts:entertheappropriateaccountcode
UnearnedDiscount:UnearnedDiscounts
EarnedDiscounts:EarnedDiscounts
ClaimInvestigations:ClaimInvestigation
8. SaveyourworkandclosetheRemittanceBankwindow.
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9. EMDCheckReceiptClass
10. EntertheReceiptClassdetailsintheReceiptClassregion:
Name:EMDManual
11. EnterthefollowingintheReceiptMethodregion:
Name:EMDCheck
PrintedName:EMDCheck
EffectiveDates:adate
12. ClickBankAccountstoentertheRemittanceBankinformation:
OperatingUnit:yourselectedoperatingunit
BankName:enterabank
Currency:USD
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15. Saveyourwork.
EMDDemandDraftReceiptClass
16. IntheReceiptClassregion,enter:
Name:EMDManual
17. IntheReceiptMethodregion,enterthefollowing:
Name:EMDDemandDraft
PrintedName:EMDDemandDraft
BankName:enterabank
Currency:USD
20. Saveyourworkandclosethewindows.
ReceivableActivity
1. UsingtheReceivablesresponsibility,navigateto(N)Receivables>Setup>Receipts>ReceivableActivities.EntertheReceivableActivityinformation
asbelow.
Name:Refunds
Description:Refunds
Type:Refund
2. SelecttheActivecheckbox.
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3. IntheAccountingregion,enterthefollowing:
GLAccountSource:ActivityGLAccount
TaxRateCodeSource:None
ActivityGLAccount:entertheappropriateaccountcode
GLAccountDescription:OperationsNoDepartmentAR/APClearingNosubAccount
4. Saveyourwork,thewindowappearsasfollows:
ReceiptSources
1. UsingtheReceivablesresponsibility,entertheReceiptSources.NavigatetoReceivables>Setup>Receipts>ReceiptSourcesandenterthe
followinginformation:
Name:EMDReceiptSource
Description:EMDReceiptSource
2. IntheReceiptSourceTyperegion,selecttheManualradiobutton.
ReceiptClass:EMDManual
IntheBatchNumberingregion,selecttheAutomaticradiobutton
LastNumber:102
EntertheEffectiveDates
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ReceivablesSystemOptions
1. NavigatetoReceivables>Setup>System>SystemOptions.EnterthefollowingReceivablesSystemOptionsasbelow:
IntheAccountingtabenter:
Name:thedefaultoperatingunit
RealizedGainsAccount:entertheappropriateaccountcode
RealizedLossesAccount:entertheappropriateaccountcode
TaxAccount:entertheappropriateaccountcode
CrossCurrencyRateType:Corporate
CrossCurrencyRoundingAccount:entertheappropriateaccountcode
HeaderRoundingAccount:entertheappropriateaccountcode
SelectAutomaticJournalImportcheckbox
SelectHeaderLevelRoundingcheckbox
DaysperPostingCycle:40
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2. Saveyourworkandclosethewindow.
IfyouarenotusingFinancialIntegrationSetupSteps
IftheuserisnotintegratingtheEMDfunctionalitywithOracleFinancials,navigatetotheAdministrationpageandspecifyanoperatingunitthatwillnotbe
usedwithFinancials.AlsopleaseensurethattheEnableIntegrationwithOracleFinancialscheckboxisnotselected.Howevertheuserneedstoenterthe
ReceivablesPaymentTyperegion.CurrentlythePaymentTypesofCash,CheckandDemandDraftaresupported.
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Oracle Sourcing Implementation and Administration Guide

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SeededinSuperUser SeededinBuyer SeededinTeamMember

NegotiationNumber NegotiationNumber INTERFACE_LINE_ATTRIBUTE1 120characters Checked

INTERFACE_LINE_ATTRIBUTE2 120characters Checked

VendorPartySiteId VendorPartySiteId INTERFACE_LINE_ATTRIBUTE3 120characters Checked

INTERFACE_LINE_ATTRIBUTE4 120characters Checked

INTERFACE_LINE_ATTRIBUTE5 120characters Checked

INTERFACE_LINE_ATTRIBUTE6 120characters Checked

INTERFACE_LINE_ATTRIBUTE7 120characters Checked

EmdTransactionID EmdTransactionID INTERFACE_LINE_ATTRIBUTE8 120characters Checked

EMDDemandDraft YourLedger Automatic

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