orace sourcing
TRANSCRIPT
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Oracle Sourcing
Quick Start Guide
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Input Header Details
Create RFI, RFX or Auction
Manage Collaboration Team
Add Requirements
Create Lines
Set Controls & Event Timing
Select Suppliers
Review & Publish
Header
Manage Terms/ Attachments
Lines
Controls
Supplier
Review & Acknowledge Participation
Create & Submit Proposal / Bid
Supplier Response
Review Supplier Response
Open Negotiation: Monitor Supplier Response
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Open Invitation9
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Closed Negotiation: Award Negotiation
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RFI, RFX, Auction ProcessBuyer Action
Supplier Action
Legend
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Create RFI, RFQ or Auction
- Select
+ GE(US) Sourcing Buyer
+ Sourcing
+ Sourcing Homepage
- Select Create RFI, RFQ or
Auction
Dev URL: http://ospcdev.corporate.ge.com:8051
Stage URL:
Production:
http://ospcdev.corporate.ge.com:8051/http://ospcdev.corporate.ge.com:8051/ -
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Step 1: Input Header Details
- Enter a Title
- Negotiation Style :Standard Negotiation
- Quote Style : Blind
- Event : Blank
- Security Level : Public
- Description : Optional
- Operating Unit : Your
Business Unit
- Outcome : Standard
Purchase Order
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Step 3: Add Requirements
Requirements are questions thatthe supplier should answer as partof supplier response
Requirements can be optional, required, or view only
Answers can be set drop down lists or open freeresponses
Responses can be auto-scored
Team members with Full or Scoring access can rate theresponses
- Check box for Requirements and
Click Add Section and enter aSection Name
- Click Apply and AddRequirement
- Create a question
- Select Properties and Apply
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Step 3: Add Requirements
An example of Section
and Question added tothe Requirementsection of the header
Note:
Requirements can be entered
through multiple means:
- Create in UI
- Can be template driven
- Bulk upload Excel template
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Step 4: Manage Terms/AttachmentsTerms
-Bill-To Address:defaulted to main GE plant
- Currency: Base currencyis displayed.
(Optional) Responsecurrencies may be set so thatsuppliers can quote in localcurrency and the system willautomatically convert to thebase
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Additional HeaderAttributes
-Test Auction: Set to Yes orNo.Only flags thenegotiation as test or live forreporting purposes
- Category: Selectappropriate Category
Notes and Attachments
(Optional) Providesadditional information tosuppliers
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Step 5: Create Lines- Click on Lines tabfrom the left menu
- Select Display Rank Asand Ranking
- Select Create Line fromActions drop down andclick Go
- Enter required fields andclick Apply
- Description is free text
- Start/Target/Current priceis optional
-Attributes (optional)Attributes are used to describe the good
or service being purchased. They identifycharacteristics which will be negotiated on
in addition to item price. To add attributes,
click Add Another Row or Add Attribute
List. In a Multi-Attribute Weighted Scoring
negotiation, you can assign weights and
scores to attributes.
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Step 6: Set Controls & Event Timings- Click on Controls tabfrom the left menu
- Set Schedule
- Preview Date: in this period, all
eligible Suppliers may view the
RFx/Auction but not submit
responses.
- Open Date: The date and time the
negotiation opens.
- Close Date: The date and time the
negotiation closes. Once closed, nofurther responses may be accepted.
- Award Date (RFQs and auctions):
The date and time by which
RFQ/Auction will be awarded.
- Review Response Rules
Update Screenshot
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Step 7: Select Suppliers- Click on Suppliers tabfrom the left menu
- Click Add Supplier- Enter supplier name andclick Search
-Click Add to InvitedSuppliers
- Repeat search for other
suppliers as desired
- Click Apply
-Ensure that the ContactName for the supplier isthe contact in the suppliertable
- If supplier or suppliercontact not found, click onRegister New Supplier.This will link to Aravo(pending setup in Dev, details to follow)
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Step 8: Review & Publish- After addingsuppliers, clickReview
- If changes arerequired, clickUpdate
- If ready, clickPublish
The invited supplierswill receive emailnotification toparticipate in thenegotiation
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Supplier Response
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Step 9: Open Invitation
- Publishednegotiations will
show up under YouCompanys OpenInvitations
- Click on theNegotiation Number
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Step 10: Review & Acknowledge Participation
- Review thenegotiation under
Header, Lines andControls
- Under Action selectAcknowledgeParticipation(default) and clickGO
- Enter Note toBuyer (optional) andclick Apply
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Step 11: Create & Submit Bid/Proposal
- Under Action selectCreate Bid and click
GO
- Header: Enter
details/AddAttachments(optional)
- Lines: EnterBidPrices and clickContinue
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Step 11: Create & Submit Bid/Proposal
- Review and clickSubmit
- Confirmationscreen
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Review Supplier Response andAward
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Step 12: Open NegotiationsMonitor Supplier Responses
- Click onPublishedNegotiation
- From the Actiondrop down menu,select your optionto review, for
example selectView LiveConsole orAnalyze by Bidand click Go
Analyze by Bid
Live Console
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Step 13: Closed Negotiations Award Negotiation
- From the Actiondrop down menu,select your option toreview and decideaward scenario, forexample Analyze byBid
- Select applicablesuppliers and clickAward MultipleLines
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Step 13: Closed Negotiations Award Negotiation
- Select lines to awardto each supplier byselecting the radio
button- Click RecalculateAward button toupdate the award andsavings amounts atthe bottom of the
screen- When done, selectSave Award from theActions drop down andclick Go
- Return to thenegotiation header byclicking on the Titlelink
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Step 13: Closed Negotiations Award Negotiation
-Select CompleteAward from theActions drop down and
click Go
- Check Share awarddecisions withsuppliers immediatelyfor automated emailsto awarded suppliers
-Click Submit
- Confirmation screen