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Objective
The purpose of this product feature demo script is to demonstrate the new Sourcing XML
spreadsheet for supplier quote/bid and buyer analyze by spreadsheet.
What's New?
Supplier Quote:
In R12.1, Oracle Souring provides an enhanced XML spreadsheet format to support a standard
look-and-feel and streamlined usability of the spreadsheets for supplier response creation and
analysis/award. Buyers and suppliers can download all the information in one single
spreadsheet, simplifying the loading and maintaining of spreadsheets for a negotiation.
The spreadsheets for supplier response creation not only has an improved and user friendly look
and feel, but it can provide immediate feedback to suppliers through the robust formulas used to
calculate scores, even when they are not connected to the system. The enhanced spreadsheets
will allow buyers and suppliers to enter the data more efficiently and reduce the number of errors
during data entry in the offline environment, thus improving the overall user experience during
the process.
Buyer Analysis:
Buyers also have a more powerful tool to conduct analysis of supplier responses and make
smarter award decisions. Buyers can easily view totals and savings, conduct what-if analysis of
different award scenarios, and view side-by-side comparison of all elements of supplier
responses.
Pitfalls
N/A
Assumption
Copyright © Oracle Corporation, 2003. All rights reserved.
Related Documents
N/A
Begin Demo
Sourcing Home Page appears. The homepage allows for direct quick links to certain
forms (Create RFQ, RFQ, Auction; Manage Drafts, Events; Templates and Reusable
Lists.
• As needed, find RFQ 46623. You may also see it in the main table of Published
Negotiation.
Click through the various sub-tabs (Header, Lines, Controls,…) to discuss the
complexity of this RFQ. Multiple requirements, items, Cost Factors, Suppliers, etc..
This is to illustrate for complex negotiations, it may be easier and quicker for the
supplier to respond via the new R12.1 XML Spreadsheet. Which will be done in the
next section.
• (H) Logout
This section will need to be repeated for each supplier you would like to enter a quote
for the RFQ. Since the demo steps are the same, please use the tables to enter in the
specific username and, quote details for each individual supplier as required for your
demo. You can choose to enter quotes for 1, 2, 3, or all 4 suppliers.
As this is a high level demo, enter in quotes only for the number of suppliers that are
applicable to your demo.
But note, if you want to take full advantage of the Buyer Analysis section
of the demo flow then, you will need to ensure all four suppliers enter in
quotes with the values listed in the tables below.
• (H) RFQ number link “46623” under the Your Active and Draft Responses table
If you do not see 46623 RFQ number link on main page, click on (B) Full List to find
this RFQ.
Depending on if a previous quote was entered, you may see values for this RFQ
already. This is okay as the RFQ is setup to allow multiple quotes. So this RFQ can be
re-used over and over again to demo supplier quote via XML Spreadsheet.
The Rich Style shows better than the Light Style, but you can choose either and both
leverage this new feature. The Tab-Delimited radio button is the old spreadsheet style
from previous releases.
• Under Step 1, choose radio button “XML Spreadsheet - Rich Style (.xml)”
• (B) Export
• You may see message that this file exist already (if it was downloaded for another
supplier). If so, go ahead and replace the old file with this new one.
• Find the zip file on your computer and extract the 2 files: RFQ46623-Response.XML
and RFQ-Quote-Help.htm
• You may see message that this file exist already (if it was downloaded for another
supplier). If so, go ahead and replace the old file with this new one.
• As needed you can open the RFQ-Quote-Help.htm file to review the instructions with
your customers and note the details information that is provided.
Excel 2003 session should open and show this RFQ 44629 with separate sheets below
for Header and Lines
Review with customer the information and fields that are visible on this Header section.
This includes Quote Valid Date, Note to Buyer, etc… and all the Requirements that are
part of the RFQ.
Also note the use of the LOV drop down “Arrow” icon when you click on the
requirement value cell. When clicking on the field, it will also show the Target value as
setup by the buyer.
Enter the required fields per the following table for each specific supplier (NOTE: You
may see values already for the fields based on previous quotes. Just re-enter in values):
Notice all the yellow fields. Those are where the supplier should be entering in
values (where applicable).
LINES SHEET
(ST) Lines sheet at
bottom of Excel
Spreadsheet
COST FACTORS
section only for item:
Hard Drive – A
Series
CM40100
Line Price (Quote 36 39 32 40
Value)
Freight - Fixed (this 300 400 500 250
was set by buyer and
CANNOT be updated
by supplier)
CM40120
Line 1.2 : Quote Price 50 47 47 54
CM40200
Line 2.1 : Quote Price 36 37 37 35
CM40220
Line 2.2 : Quote Price 44 42 48 42
Lines Sheet: notice next to field Lines (should be row 13, column B) is a down
arrow icon. From this icon you can filter what lines are visible. This is a very
useful feature when there are 100+ items and you want to filter off certain items,
or want to quote only for some of those items.
In the above scenario the supplier Industrial has put in their own specific Price
Tier for item CM04100 such that anything below qty 51 will be a higher price of
46. Anything at 51 or above will get their best price of 36. This will be important
as other suppliers are NOT giving different prices based on Price Tier, so their
price may be higher or lower than Industrial based on the actual award quantity
for item CM04100.
• Close file
• Return to sourcing supplier session. As needed log back in as supplier user if the session
was closed before or timed out.
As needed return back to Quote by Spreadsheet page, it should still be up if you did
NOT close or logout of your previous session.
• (B) Browse, and go find your supplier quote xml file that is unique to the specific
supplier quote you want to load. Then click (B) Open
• (B) Import
System will run and import the file. If there were errors the system will list error
messages, which you will need to go back to spreadsheet and correct.
If there were no errors, the system will show the quote page with all the fields updated
with the various values from the spreadsheet.
• As needed, click between the Header and Lines sub-tab to verify the data values are
correct.
NOTE: The following are not available in the spreadsheet for entry:
All these must be done AFTER the spreadsheet is imported and the
supplier is at the quote screen.
• As needed for you demo, you can add attachments or any other information you want to
be part of the quote.
• (B) Continue
• (B) Submit
If there were no changes from previous quote to the new quote, you may see a
message stating this and the system will not let you submit new quote. As needed,
add in a buyer note or anything else so the new quote is NOT exactly the same as
the old quote. Then you will be able to submit new quote.
• (I) Click the Log Out icon to exit apps as the supplier user
Sourcing Home Page opens. Your RFQ should be listed under "Your Negotiations at a
Glance" section. If you do not see your RFQ, click the "Full List" button to find your
RFQ.
• For Format, choose radio button “XML Spreadsheet - Rich Style (.xml)”
• For Quotes, choose radio button “Active”, this will show quotes for all four suppliers
• (B) Export
You may see message that this file exist already (if it was downloaded for another
supplier). If so, go ahead and replace the old file with this new one.
You may see message that this file exist already (if it was downloaded for another
supplier). If so, go ahead and replace the old file with this new one.
• As needed you can open the RFQ-Award-Help.htm file to review the instructions with
your customers and note the details information that is provided.
Excel spreadsheet opens with multiple window sheets listed at bottom of page. It
should default to sheet “Header”. As needed, click on sheet (ST) “Header”
• Review the header sheet and highlight some of the information that is available to the
buyer all in one screen. As needed, you may want to adjust the various columns so you
can see all 4 supplier values on the screen.
This highlights the buyer’s ability to do “What If” scenarios while off line from the
system.
• (H) “(View Scoring Criteria)” next to the REQUIREMENTS table, or as needed, click
on the sheet (ST) “Requirements Scoring”
• Review the lines sheet and highlight some of the information that is available to the
buyer all in one screen. As needed, you may want to adjust the various columns so you
can see all 4 supplier values on the screen.
As you run though the highlights below and the sample scenario, be
sure to comment how all the fields for Award Amount, Award Value,
Savings Amount, Savings %, etc all dynamically update on this Lines
sheet. This provide valuable information to the buyer as they run
through multiple “what if” scenarios and possible award scenarios.
Some information to highlight:
− Top section shows RFQ and supplier information.
− Top Lines section shows fields which will dynamically update as the buyer
enters in various award quantities.
− Notice (in row 11, column A) there is a down arrow icon. From this icon you
can filter what lines are visible. This is a very useful feature when there are
many items and you want to filter off certain items, or want to do analysis only
for some of those items.
− Notice for each item section, the supplier quote values are provided along with
rank and other pertinent information. For item 1.1, it also shows the Cost
Factors. Also above each item section there are fields for Award summary that
will dynamically update when the buyer enters in various award quantity
values.
Now we will enter in some scenario values to see how the spreadsheet updates to
provide better analysis to the buyer.
• For item 1.1 Hard Drive – A Series: In the field “Award Quantity”, enter in qty “50”
under the Industrial Dresseler and GE Plastics supplier columns.
As this awarding is repeated for each item in the RFQ, you can see the benefits of
the dynamic updates to all the fields. This gives the buyer better insight to total
savings, award amounts, and other information as they run through multiple
“what if” scenarios.
As needed, you may want to adjust the columns so you can view more information.
This screen provides the buyer with a nice summary of what was awarded in the Lines
sheet. So all the Award Quantities there were entered in the Lines sheet are
automatically updated in the Line Summary. So the buyer can see which suppliers are
given the award in any particular scenario.
Please note the Quote Price shown in this sheet does NOT update to reflect the Award
Price (which might be different based on Cost Factors).
Also, any changes you make to this Summary sheet for Award
Quantities DO NOT go back to the Lines sheet. The automatic
updates only flows from Lines sheet to Line Summary sheet.
• For Format, choose radio button “XML Spreadsheet - Rich Style (.xml)”
• For Quotes, choose radio button “Active”, this will show quotes for all four suppliers.
DEMO NOTE: The RFQ has been scored and knockout resulted applied. So IF you
choose “SHORT LISTED”, this should exclude supplier Eastern Industrial Products
(assuming no one changed the shortlist of suppliers in the seeded RFQ).
• (B) Export
You may see message that this file exist already (if it was downloaded for another
supplier). If so, go ahead and replace the old file with this new one.
• Find the zip file on your computer and extract the 2 files: RFQ47623-Award.XML and
RFQ-Award-Help.htm
You may see message that this file exist already (if it was downloaded for another
supplier). If so, go ahead and replace the old file with this new one.
• As needed you can open the RFQ-Award-Help.htm file to review the instructions with
your customers and note the details information that is provided.
Excel spreadsheet opens with multiple window sheets listed at bottom of page. It
should default to sheet “Header”. As needed, click on sheet (ST) “Header”
DEMO NOTE: Everything from the “Analyze by Spreadsheet” section is the same in
the “Award by Spreadsheet” except the following:
− Lines sheet. For Award by Spreadsheet, you will be able to see any
“Quantity Based Price Tier” as quoted by the suppliers. This will be
visible for item 1.1 for supplier Industrial Dresseler.
So you can run through the same award quantity updates for RFQ 44633.
DEMO TIP (OPTIONAL): put an award quantity for EIP if you would like to
show an error when subsequently uploading the award (EIP is “excluded” as a
supplier so any quantity awarded to EIP will not be accepted by Sourcing.
• Saves changes to spreadsheet (as needed, save file under a new name so you know
which file was updated with your unique values).
• Close Spreadsheet
• (B) Import
If the spreadsheet is valid and okay, the screen should change to “Review and Submit
Award Import (RFQ 47623)” From this screen the buyer can view the Awarded and
Rejected line quotes.
Copyright © Oracle Corporation, 2003. All rights reserved.
Get confirmation: Award uploaded from spreadsheet for RFQ 47623 has been
saved as a draft.
DEMO NOTE: if you allocated an award quantity to EIP you will get an error and
you will need to change that award on the xml and reload the file.
This only saves the award as a DRAFT. The buyer would still need to Complete
Award if that want this award scenario taken from the spreadsheet to turn it into a PO.
• Logoff as buyer.
END OF DEMO
End of activity.
Demo Support
Please see http://adsweb.oracleads.com > (M) Support > Procedures, for current information
regarding demonstration support.
Buyer Analyze
Quotes via XML
Spreadsheet
Log into Sourcing (8)
Export XML Award
Spreadsheet (9)
Header sheet (10)
Requirements
Scoring sheet (11)
Lines sheet (12)
Line Summary sheet
(13)
Buyer Award
Quotes via XML
Spreadsheet
Log into Sourcing
(14)
Export XML Award
Spreadsheet (15)
Import Spreadsheet
Award (16)
End