R12 Features

Transact Transact Oracle R12 Features Oracle R12 Features

SourcingSourcing

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Enriched Bidding & Analysis SpreadsheetDescription

• Provide formatted output for response and analysis flows

• Download information at all levels to one file.

• Support additional Sourcing features.

• Use spreadsheet formula for instant analysis.

• Contain color-coding for required and optional fields.

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Enriched Bidding & Analysis Spreadsheet Business Value

• Minimize errors for data entry

• Increase efficiency for data analysis

• Eliminate hassle to load and maintain various spreadsheets for the same negotiation

• Improve overall user experience

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Enriched Bidding & Analysis Spreadsheet Process - New XML Spreadsheet

Color-Coded Required and

Optional FieldsMultiple

Worksheets in One File

Formatted and Protected Worksheet

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Enriched Bidding & Analysis Spreadsheet Process - Response Lines

Predefined List of Values

Bid Total Calculated Instantly

Line Filter

Link to Scoring

Worksheet

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Enriched Bidding & Analysis Spreadsheet Setup - Concurrent Processing

– Maximum Number of Lines• Threshold will be divided by 5 for XML Spreadsheets

– Maximum Number of Errors• Same value will be shared with Tab-Delimited

Spreadsheets

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Enriched Bidding & Analysis Spreadsheet Process - Analysis - Header Requirements

Weighted Scores Calculated Instantly

Assess Weight Impact for

Requirements Evaluate and Assign Scores for Suppliers

Rich Text Support

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Enriched Bidding & Analysis Spreadsheet Process - Analysis - Lines

Award and Savings Amount per Supplier Calculated Instantly

Side-by-Side Bid

Comparison

Overall Savings

Calculated Instantly

Perform What-If

Analysis

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Supplier Response PDF

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Supplier Response PDFDescription

• Users can print out a PDF copy of a response to a sourcing negotiation– Suppliers can print out a copy of the

response they have submitted for reference– Suppliers can also print out a copy of the

response for review before submission– Suppliers do not have to log into the system

to view their response –Buyers can print out a copy of the response

they have received for reference

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Supplier Response PDF Business Value

• Allow Suppliers and Buyers to view the response to the negotiation

• Logging in to the system is not required by the supplier to view their response – thus the review time will be substantially reduced

• Suppliers can easily keep a physical record of their bids for audit and reference purposes

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Supplier Response PDF Process - Sample Cover Page & Requirements

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Supplier Response PDF Process - Sample Lines Page

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Countdown Clock

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Countdown ClockDescription

• The static Time Left field becomes a clock ticking down within 24 hours before the close date of a negotiation

• Buyers and suppliers will know precisely how much time is left

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

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Countdown Clock Business Value

• Will be very useful in fast paced auctions.

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

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Countdown Clock Process – Buyer Live Console Screen

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Countdown Clock Process – Supplier Bidding Screen

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2 Stage - RFQ

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Two-Stage RFQDescription

• RFQ Creation– Creation of RFQ includes explicit and implicit

classification of sections as Technical and Commercial– Header Requirement Sections are classified explicitly

as Technical or Commercial– Contract Terms, Line Level Attributes, Notes etc are

implicitly classified as technical– Quote Price, Cost Factors, Price Tiers and Price

Breaks, Complex Work elements are all implicitly classified as commercial

– RFQ is sealed– Applies to both Standard and Large Negotiations

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• Enhancements to Tools– Requirement Lists can be created explicitly for Two-

Stage RFQs– Templates can also be marked as Two-Stage and

used while creating a Two-Stage RFQ– Classification of Requirement Sections visible in print

view of negotiation in both buyer and supplier views• Quote Creation and Submission– Suppliers submit a single quote in response to the

RFQ– Attachments are tagged as ‘From Supplier: Technical’

or ‘From Supplier: Commercial’

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• 2 Stage Evaluation Process– Only technical sections are unlocked– Quotes may be disqualified, automatically knocked

out or manually dropped from short list– After short listing, buyer concludes technical

evaluation stage by executing Complete Evaluation: Technical

– Commercial sections of quotes not short listed for commercial evaluation will be sealed forever

– Quotes cannot be further short listed after commercial sections are unlocked

– Analyze by Quote page allows comparison of responses to Header Requirements that are classified as technical

– Award Optimization can be run only on quotes short listed from technical evaluation

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• Team Scoring– Enhanced to allow scoring in both technical and commercial

stages– Scoring only on responses to technical sections during the

technical evaluation stage– Scores from technical stage cannot be edited by scorers

during commercial evaluation• Commercial Evaluation & Award– Only quotes short listed from technical evaluations are

available for evaluation, analysis and award actions– Unlocking commercial sections allows the entire quote to be

visible• New Notifications– New notifications added to communicate status of quote

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Two-Stage RFQBusiness Value

• Aids in evaluation of supplier responses in two distinct stages

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

• Data Security - commercial sections of quotes not short listed during technical evaluation can never be unsealed/unlocked

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

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

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Two-Stage RFQSetup – Lookups

• PON: Two Stage Name• Names of stages in Two-Stage RFQ• Allows customers to change the names of the two stages of

evaluation in a Two-Stage RFQ• Customized by changing the ‘Meaning’ of the codes• Type: PON_TWO_PART_TYPE

Code Meaning DescriptionCommercial Commercial Commercial Stage

Technical Technical Technical Stage

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Two-Stage RFQSetup – Lookups

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Two-Stage RFQProcess – Negotiation Creation

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Two-Stage RFQ Process – Quote Creation (Requirements)

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Two-Stage RFQ Process – Abstract & Forms

• To enable Two-Stage check box in the Abstract– Add the field Two-Stage RFQ to the abstract– The Check Box will be displayed only for a Two-Stage RFQ

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Two-Stage RFQProcess – Technical Evaluation

Commercial Sections cannot be scored during

technical evaluation

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Two-Stage RFQProcess – Commercial Evaluation

Quote not available for comparison. Also note that

the Quote Total is sealed

Quote not short-listed from technical evaluation

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Surrogate Bid for 2-Stage RFQ

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Two-Part Surrogate QuoteDescription

• Two-Part Surrogate Quote allows buyers to enter technical information and commercial information for a surrogate quote separately for a two-stage RFQ. In the technical stage, a buyer enters and analyses technical information, then shortlists the quote; in the commercial evaluation process, a buyer enters a commercial surrogate quote for the shortlisted supplier

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Two-Part Surrogate Quote Business Value

• Support the industry best practice of streamlined online quote processing– Allow buyers to enter technical information and

commercial information for a surrogate quote separately for a two-stage RFQ

• Simplify the analysis process of quote history– Both online quotes and surrogate quotes for two-stage

RFQ are recorded in Sourcing, which simplifies the quote analysis process

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

Clicks Create Surrogate Quote-Technical action

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

Clicks Create Surrogate Quote-Commercial

action

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Oracle Supplier Management

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Other New Features

• Automatic knockout of suppliers from shortlist.

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

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• Multi-attribute Weighted Scoring.• Location Pricing.• Volume Pricing.• Reusable Attribute List.

Other New Features

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R12 Features

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