Transact

Oracle R12 Features Sourcing

 Enriched Bidding & Analysis Spreadsheet
Description

• Provide formatted output for response and analysis flows

• Download information at all levels to one file.

• Support additional Sourcing features.

• Use spreadsheet formula for instant analysis.

• Contain color-coding for required and optional fields.

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 Enriched Bidding & Analysis Spreadsheet
Business Value

• Minimize errors for data entry

• Increase efficiency for data analysis

• Eliminate hassle to load and maintain various

spreadsheets for the same negotiation

• Improve overall user experience

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 Enriched Bidding & Analysis Spreadsheet
Process - New XML Spreadsheet

Formatted and
Protected
Worksheet

Color-Coded
Multiple Required and
Worksheets in Optional Fields
One File

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 Enriched Bidding & Analysis Spreadsheet
Process - Response Lines

Bid Total
Calculated
Instantly
Line Filter

Predefined
List of
Link to Values
Scoring
Worksheet

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 Enriched Bidding & Analysis Spreadsheet
Setup - Concurrent Processing

– Maximum Number of Lines

• Threshold will be divided by 5 for XML Spreadsheets
– Maximum Number of Errors
• Same value will be shared with Tab-Delimited Spreadsheets

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Enriched Bidding & Analysis Spreadsheet
Process - Analysis - Header Requirements

Weighted Scores
Calculated Instantly

Rich Text
Support

Assess Weight
Impact for
Requirements Evaluate and
Assign Scores
for Suppliers

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 Enriched Bidding & Analysis Spreadsheet
Process - Analysis - Lines

Overall
Savings
Calculated
Instantly

Side-by-
Side Bid
Comparison

Perform
What-If
Analysis

Award and Savings

Amount per Supplier
Calculated Instantly

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Supplier Response PDF

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 Supplier Response PDF
Description

• Users can print out a PDF copy of a response to a sourcing

negotiation
– Suppliers can print out a copy of the response they have
submitted for reference
– Suppliers can also print out a copy of the response for
review before submission
– Suppliers do not have to log into the system to view
their response
– Buyers can print out a copy of the response they have
received for reference

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 Supplier Response PDF
Business Value

• Allow Suppliers and Buyers to view the response to the

negotiation

• Logging in to the system is not required by the supplier to view

their response – thus the review time will be substantially
reduced

• Suppliers can easily keep a physical record of their bids for

audit and reference purposes

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Supplier Response PDF
Process - Sample Cover Page & Requirements

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Supplier Response PDF
Process - Sample Lines Page

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Countdown Clock

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 Countdown Clock
Description

• The static Time Left field becomes a clock ticking down

within 24 hours before the close date of a negotiation

• Buyers and suppliers will know precisely how much time is

left

• No need to manually refresh the page to get the time

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 Countdown Clock
Business Value

• Will be very useful in fast paced auctions.

• Suppliers will know exact amount of time left to create and submit their bids

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Countdown Clock
Process – Buyer Live Console Screen

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Countdown Clock
Process – Supplier Bidding Screen

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2 Stage - RFQ

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 Two-Stage RFQ
Description

• RFQ Creation
– Creation of RFQ includes explicit and implicit classification of
sections as Technical and Commercial
– Header Requirement Sections are classified explicitly as Technical
or Commercial
– Contract Terms, Line Level Attributes, Notes etc are implicitly
classified as technical
– Quote Price, Cost Factors, Price Tiers and Price Breaks, Complex
Work elements are all implicitly classified as commercial
– RFQ is sealed
– Applies to both Standard and Large Negotiations

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 Two-Stage RFQ
Description

• Enhancements to Tools
– Requirement Lists can be created explicitly for Two-Stage RFQs
– Templates can also be marked as Two-Stage and used while
creating a Two-Stage RFQ
– Classification of Requirement Sections visible in print view of
negotiation in both buyer and supplier views
• Quote Creation and Submission
– Suppliers submit a single quote in response to the RFQ
– Attachments are tagged as ‘From Supplier: Technical’ or ‘From
Supplier: Commercial’

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 Two-Stage RFQ
Description

• 2 Stage Evaluation Process

– Only technical sections are unlocked
– Quotes may be disqualified, automatically knocked out or manually
dropped from short list
– After short listing, buyer concludes technical evaluation stage by
executing Complete Evaluation: Technical
– Commercial sections of quotes not short listed for commercial
evaluation will be sealed forever
– Quotes cannot be further short listed after commercial sections are
unlocked
– Analyze by Quote page allows comparison of responses to Header
Requirements that are classified as technical
– Award Optimization can be run only on quotes short listed from
technical evaluation

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 Two-Stage RFQ
Description

• Team Scoring
– Enhanced to allow scoring in both technical and commercial stages
– Scoring only on responses to technical sections during the technical
evaluation stage
– Scores from technical stage cannot be edited by scorers during
commercial evaluation
• Commercial Evaluation & Award
– Only quotes short listed from technical evaluations are available for
evaluation, analysis and award actions
– Unlocking commercial sections allows the entire quote to be visible
• New Notifications
– New notifications added to communicate status of quote

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 Two-Stage RFQ
Business Value

• Aids in evaluation of supplier responses in two distinct stages

• Checks and balances are built in to ensure that no commercial terms are
visible during technical evaluation

• Data Security - commercial sections of quotes not short listed during

technical evaluation can never be unsealed/unlocked

• Transparency of process across user groups by way of RFQ statuses and

notifications

• 2 Stage RFQ is often mandatory in the Public Sector industry and certain
Government organizations

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 Two-Stage RFQ
Setup – Lookups

• PON: Two Stage Name

• Names of stages in Two-Stage RFQ
• Allows customers to change the names of the two stages of evaluation in a Two-
Stage RFQ
• Customized by changing the ‘Meaning’ of the codes
• Type: PON_TWO_PART_TYPE

Code Meaning Description

Commercial Commercial Commercial Stage
Technical Technical Technical Stage

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Two-Stage RFQ
Setup – Lookups

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Two-Stage RFQ
Process – Negotiation Creation

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Two-Stage RFQ
Process – Quote Creation (Requirements)

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 Two-Stage RFQ
Process – Abstract & Forms

• To enable Two-Stage check box in the Abstract

– Add the field Two-Stage RFQ to the abstract
– The Check Box will be displayed only for a Two-Stage RFQ

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Two-Stage RFQ
Process – Technical Evaluation

Commercial Sections
cannot be scored during
technical evaluation

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 Two-Stage RFQ
Process – Commercial Evaluation

Quote not available for Quote not short-listed

comparison. Also note that from technical evaluation
the Quote Total is sealed

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Surrogate Bid for 2-

Stage RFQ

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 Two-Part Surrogate Quote
Description

• Two-Part Surrogate Quote allows buyers to enter technical information

and commercial information for a surrogate quote separately for a two-
stage RFQ. In the technical stage, a buyer enters and analyses technical
information, then shortlists the quote; in the commercial evaluation
process, a buyer enters a commercial surrogate quote for the shortlisted
supplier

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 Two-Part Surrogate Quote
Business Value

• Support the industry best practice of streamlined online quote processing

– Allow buyers to enter technical information and commercial information
for a surrogate quote separately for a two-stage RFQ
• Simplify the analysis process of quote history
– Both online quotes and surrogate quotes for two-stage RFQ are recorded
in Sourcing, which simplifies the quote analysis process

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Two-Part Surrogate Quote
Process – Create Surrogate Quote-Technical

Clicks Create
Surrogate Quote-
Technical action

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Two-Part Surrogate Quote
Process – Create Surrogate Quote-Commercial

Clicks Create Surrogate

Quote-Commercial
action

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Oracle Supplier
Management

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 Other New Features

• Automatic knockout of suppliers from

shortlist.
• Staggered closing of lines.
• Supplier scorecard.
• Sourcing dashboard.
• Power Bidding

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 Other New Features

• Multi-attribute Weighted Scoring.

• Location Pricing.
• Volume Pricing.
• Reusable Attribute List.

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THANK YOU