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OracleSourcingImplementationandAdministrationGuide
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

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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

Instructionsinthischapter.

SubscribetoNotifications

No

InstructionsinthischapterandAppendix.

RegisterSuppliersandSupplierUsers Yes

OracleiSupplierPortalUser'sGuide.

DefineNegotiationTermsand
Conditions

No

Instructionsinthischapter.

10

DefineReusableAttributeLists

No

Instructionsinthischapter.

11

DefineReusableRequirementLists

No

Instructionsinthischapter.

12

DefineCostFactorsandCostFactor
Lists

No

Instructionsinthischapter.

13

DefineReusableInvitationLists

No

Instructionsinthischapter.

14

DefineNegotiationStyles

No

Instructionsinthischapter.

15

DefinePurchasingDocumentStyles

No

OraclePurchasingUser'sGuideusinginstructionsinthischapter.

16

DefineNegotiationTemplates

No

Instructionsinthischapter.

17

CreateAbstractsandForms

No

Instructionsinthischapter.
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

usinginstructionsinthischapter.

29

CustomizeContent

No

Instructionsinthischapter.

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

Instructionsinthischapter.

Manynegotiationsconfigurationfeaturesarenew.

SubscribetoNotifications

No

InstructionsinthischapterandAppendix.

RegisterSuppliersandSupplier
Users

Yes

OracleApplicationsiSupplierPortalUser'sGuide.

SupplierUserscanbedirectlyregisteredand/orapproved
duringnegotiationcreation.

DefineReusableRequirement
Lists

No

Instructionsinthischapter.

Inpriorreleases,RequirementswerecalledHeader
Attributes.

DefineCostFactorsandCost
FactorLists

No

Instructionsinthischapter.

PriceFactorshavebeenrenamedtoCostFactors

DefineNegotiationStyles

No

Instructionsinthischapter.

10

DefinePurchasingDocument
Styles

No

OraclePurchasingUser'sGuideusinginstructionsinthis
chapter.

11

EnableAwardApproval

No

OracleApprovalsManagementImplementationGuide
usingInstructionsinthischapter.

12

EnableSupplierScorecard

No

OracleDailyBusinessIntelligenceImplementationGuide
usinginstructionsinthischapter.

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

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:
1. OntheNegotiationsHomepage,clicktheAdministrationtab.
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:
1. OntheNegotiationsHomepage,clicktheAdministrationtab.
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:
1. FromtheNegotiationsHomepage,clicktheAdministrationtab.
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:
1. OntheNegotiationsHomepage,clicktheAdministrationtab.
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:
1. OntheNegotiationsHomepage,clicktheAdministrationtab.
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:
1. OntheNegotiationsHomepage,clicktheAdministrationtab.
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:
1. FromtheNegotiationsHomepage,clicktheAdministrationtab.
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
1. FromtheNegotiationsHomepage,clicktheAdministrationtab.
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
1. FromtheNegotiationsHomepage,clicktheAdministrationtab.
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.
1. FromtheNegotiationsHomepage,clicktheAdministrationtab.
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:
NegotiationReviewpage(ponNegReviewPG)
NegotiationSummarypage(ponNegSumPG)
TodisplaytheAdditionalHeaderAttributes(Buyer&Supplier)region:
Displaytheregiononthefollowingpages:
CreateHeaderpage(ponDefineHdrPG)
NegotiationReviewpage(ponNegReviewPG)
NegotiationSummarypage(ponNegSumPG)
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

INTERFACE_LINE_ATTRIBUTE4 120characters Checked

Checked

BillNumber

BillNumber

INTERFACE_LINE_ATTRIBUTE5 120characters Checked

Checked

BillInfo

BillInfo

INTERFACE_LINE_ATTRIBUTE6 120characters Checked

Checked

EmdGroupID

EmdGroupID

INTERFACE_LINE_ATTRIBUTE7 120characters Checked

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:
ReceivableAccount:entertheappropriateaccountcode
OffsetAccount:entertheappropriateaccountcode
7. Saveyourwork.
TheTransactionTypeswindowappearsasfollowsfortheEMDDepositTransactionType:

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8. ForEMDCreditMemosetup,enterthefollowinginformationintheTransactionTypeswindow:
Name:EMDCreditMemo
Class:CreditMemo
TransactionStatus:Open
StartDate:anystartdate
Description:CreditMemoforrefundingEMDamountinOracleSourcing
CreationSign:NegativeSign
PrintingOption:Print
9. Selectthefollowingcheckboxes:
OpenReceivable
PosttoGL
NaturalApplicationOnly
10. ClicktheAccountstabandenterthefollowingaccountinformation:
ReceivableAccount:entertheappropriateaccountcode
RevenueAccount:entertheappropriateaccountcode
11. Saveyourwork.
TheTransactionTypeswindowappearsasfollowsfortheEMDCreditMemoTransactionType:

12. ForEMDInvoicesetup,enterthefollowinginformationintheTransactionTypeswindow:
Name:EMDInvoice
Class:Invoice
TransactionStatus:Open
StartDate:anystartdate
Description:RegularInvoice
CreationSign:PositiveSign
PrintingOption:Print

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13. Selectthefollowingcheckboxes:
OpenReceivable
PosttoGL
NaturalApplicationOnly
14. ClicktheAccountstabandenterthefollowingaccountinformation:
ReceivableAccount:entertheappropriateaccountcode
RevenueAccount:entertheappropriateaccountcode
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

YourLedger Automatic

Receivables

EMDInvoice

YourLedger Automatic

Receivables

EMDCash

YourLedger Automatic

Receivables

EMDCheck

YourLedger Automatic

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
2. Selectthefollowingcheckboxes:
Active
AutomaticBatchNumbering
AutomaticTransactionNumbering
3. EntertheremaininginformationintheBatchSourcetab:
LastNumber:999
ReferenceFieldDefaultValue:interface_header_attribute1
StandardTransactionType:EMDDeposit
CreditMemoBatchSource:EMDTransactionSource
4. Saveyourwork.Thewindowappearsasfollows:

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5. EnterthefollowinginformationforthenextbatchsourceEMDImportInvoiceBatchSource:
OperatingUnit:thedefaultoperatingunit
Name:EMDImportInvoiceBatchSource
Type:Imported
Description:EMDImportInvoiceBatchSource
6. Selectthefollowingcheckboxes:
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:
OperatingUnit:thedefaultoperatingunit
Name:EMDMemoLine(Invoice)
Description:EMDMemoLine(Invoice)
Type:Line
RevenueAccount:entertheappropriateaccountcode
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
CreationMethod:Manual
RemittanceMethod:Standard
ClearanceMethod:ByAutomaticClearing
11. EnterthefollowingintheReceiptMethodregion:
Name:EMDCheck
PrintedName:EMDCheck
EffectiveDates:adate
12. ClickBankAccountstoentertheRemittanceBankinformation:
OperatingUnit:yourselectedoperatingunit
BankName:enterabank
BranchName:enterabranch
Currency:USD
AccountName:enteranaccountname
MinimumReceiptAmount:0
EffectiveDates:adate
13. SelectthePrimarycheckbox.
14. EnterthefollowingintheGLAccountstab:
Cash:entertheappropriateaccountcode
ReceiptConfirmation:entertheappropriateaccountcode
Remittance:entertheappropriateaccountcode
BankCharges:entertheappropriateaccountcode
UnappliedReceipts:entertheappropriateaccountcode

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UnidentifiedReceipts:entertheappropriateaccountcode
OnAccountReceipts:entertheappropriateaccountcode
UnearnedDiscount:UnearnedDiscounts
EarnedDiscounts:EarnedDiscounts
ClaimInvestigations:ClaimInvestigation

15. Saveyourwork.
EMDDemandDraftReceiptClass
16. IntheReceiptClassregion,enter:
Name:EMDManual
CreationMethod:Manual
RemittanceMethod:Standard
ClearanceMethod:ByAutomaticClearing
17. IntheReceiptMethodregion,enterthefollowing:
Name:EMDDemandDraft
PrintedName:EMDDemandDraft
BankName:enterabank
BranchName:enterabranch
Currency:USD
AccountName:enteranaccountname
MinimumReceiptAmount:0
EffectiveDates:adate
18. SelectthePrimarycheckbox.
19. EnterthefollowingintheGLAccountstab:
Cash:entertheappropriateaccountcode
ReceiptConfirmation:entertheappropriateaccountcode
Remittance:entertheappropriateaccountcode
BankCharges:entertheappropriateaccountcode
UnappliedReceipts:entertheappropriateaccountcode
UnidentifiedReceipts:entertheappropriateaccountcode
OnAccountReceipts:entertheappropriateaccountcode
UnearnedDiscount:UnearnedDiscounts
EarnedDiscounts:EarnedDiscounts
ClaimInvestigations:ClaimInvestigation
20. Saveyourworkandclosethewindows.

ReceivableActivity
1. UsingtheReceivablesresponsibility,navigateto(N)Receivables>Setup>Receipts>ReceivableActivities.EntertheReceivableActivityinformation
asbelow.
OperatingUnit:thedefaultoperatingunit
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:
OperatingUnit:thedefaultoperatingunit
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:
OperatingUnit:thedefaultoperatingunit
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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