Staggered Award Creation for RFQ and Auction

Staggered Award Creation For RFQ And Auction (Doc ID 1564846.1)To Bottom

In this DocumentAbstract

History

Details

I - Overview

II - Setup

III - Steps in the Staggered Award using RFQ as a sample. Similar is done for Auction.

APPLIES TO:Oracle Sourcing - Version 12.2 and laterOracle Contract Lifecycle Management for Public Sector - Version 12.2 and laterInformation in this document applies to any platform.ABSTRACTThis white paper provides information on the Staggered Award feature delivered in 12.2 for Auction and in 12.2.2 for RFQ.HISTORYAuthor:Clarina AllenCreate Date:26/Jun/2013DETAILSI - OverviewThere are cases where the business needs to create requisition with items which are planned to be procured over a period of time. The award is done to multiple suppliers and also multiple awards can be executed in different period.Before the implementation of this feature, only one PO was created per supplier and all the line items should have valid quote before converting them to an award.With the implementation of the Staggered Award, based on the control, multiple awards are allowed as well the partiall awards.The Staggered Award for Auction was available before 12.2.2 but not for RFQ. The RFQ Staggered Award is delivered in 12.2.2. This feature is available only for commercial Sourcing, meaning it is not available for CLM (Contract Lifecycle Management for Public Sector) while awarding the solicitations.II - SetupThe usage of the Staggered Award is set while creating the Auction or RFQ. In the Controls page there is the check box for Allow Staggered Awarding. Check this control to enable the Staggered Award feature.1. Controls in Auction.

2. Controls in RFQ.

III - Steps in the Staggered Award using RFQ as a sample. Similar is done for Auction.The sample is a simple case of RFQ with 2 lines to be awarded in two different occasions. 1. Create a RFQ with Allow Staggered Awarding checked in the Controls page.1.1. RFQ Header and Lines.

1.2. Check the Allow Staggered Awarding in the Controls as shown in the setup above.1.3. RFQ Suppliers.

1.4. Publish the RFQ.

2. Log as the supplier user.

2.1. Create the quote.

2.2. Execute the quote.

2.3. Submit the quote

3. Creating surrogate quote for the other supplier.

4. Log in as the buyer.4.1. Close the quote choosing the option Close RFQ from Actions.

4.2. Award line 1 to suppliers choosing option Award By Line from Actions.

4.3. Award line 1 to two suppliers splitting the quantities.

4.4. Line 1 is awarded.

4.5. Complete the Award choosing option Complete Award from Actions.

4.6. Selection for create standard Purchase Order and share award decision with suppliers.

4.7. Award line 1 summary to create the PO's.

4.8. Purchase Orders are created by supplier. Two POs are created. One per each supplier for line 1. The Status of the RFQ is Partially Awarded, Outcome.

5. Award line 2 to two suppliers. This can be done any time in the life of the RFQ.

5.1. Award line 2 to 2 suppliers (quantity 30 for one and 70 for the other).

5.2. Choose Action Complete Award if this is the last line(s) to award in the RFQ.

5.3. Complete Award.

5.4. Select Create Standard Purchase Order.

5.5. Create Purchase Order for line 2.

5.6. Confirmation page showing awarded lines and the corresponding Purchase Orders. Multiple link is shown when the supplier were in more than one line resulting in multiple PO's.

5.7. Click Multiple link to see the Purchase Orders awarded to the supplier.

Attachments

1. Auction Controls(1.67 MB)1. Award By Line 1(1.66 MB)1. Award Liine 1 Suppliers(1.66 MB)1. Award Line 1 Summary(1.66 MB)1. Award Line 1 Complete(1.66 MB)1. Award Line 1 Choices(2.25 MB)1. Award Line 1 Complete PO(1.66 MB)1. Award Line 1 Complete PO Create(1.66 MB)1. Award Line 2(1.67 MB)1. Award Line 2 Actions(2.25 MB)1. Award Line 2 Complete(2.25 MB)1. Award Line 2 Complete PO(2.25 MB)1. Award Line 2 Complete PO Submit(2.25 MB)1. Award Line 2 to suppliers(1.67 MB)1. Awarded Lines and PO's(2.25 MB)1. Awarded PO's Multiple(2.25 MB)1. Quote Create(1.66 MB)1. Quote Submitted(1.66 MB)1. Quote by supplier 1(1.66 MB)1. Quote by Surrogate(1.66 MB)1. RFQ Close(1.66 MB)1. RFQ Controls(1.66 MB)1. RFQ Header(1.66 MB)1. RFQ Lines(1.66 MB)1. RFQ Publish(1.66 MB)