Help Home/Creating Negotiations

If you typically invite the same core group of suppliers to many of your negotiations, you can add these participants to a reusable invitation list. An invitation list can help standardize your business practices by ensuring that all appropriate participants are invited to targeted negotiations. You can add an invitation list(s) when creating a new Sourcing document; you can also attach an invitation list(s) to a Sourcing document template.

To create a new invitation list:

1. Click "Invitation" under the Reusable Lists area of Quick Lists on the Negotiations Home page.

2. On the Reusable Invitation Lists page, click "Create New Invitation List."

3. On the Create Invitation List page, complete the following fields (*indicates a required field):

   • *ListName

   • *Description

   • *Access Invitation lists can be public or private. Your new list will default to private. All users in your company with the correct authorizations can view and use public lists; only you can use your private lists. Sourcing Super Users or users with the Manage Invitation Lists authorization can create, edit and manage public invitation lists as well as their own private lists. Only you can create, edit, and use your private lists. The same list can be used for all types of sourcing document types (RFI, RFQ, auction).

   • Status Invitation lists are initially created as active. An active list can be used immediately. To inactivate a list, edit the list and change the status to inactive. An inactive list will be stored on the system, but will not be available for use until reactivated. Sourcing Super Users or users with the Manage Invitation Lists job function can create, edit, and manage public invitation lists, including change the access and status.

4. Click "Add Suppliers," then search for suppliers to add to your invitation list.

5. Select the supplier(s) and click Add to Invitation List.

6. If the supplier you selected has multiple sites defined in the system, you can choose a specific supplier site to associate with this list (Supplier Site is another term for Address Name).

7. If you wish to add more suppliers to your list, click "Add Suppliers" again and follow the perceiving instructions. For a supplier with multiple sites, you can add an entry for each site for that supplier if you choose .

8. When you have finished adding suppliers, click Submit.

To edit an invitation list you have created:

1. Click "Invitation" under the Reusable Lists area of Quick Lists on the Negotiations Home page.

2. Search for the list you wish to update.

3. On the search results page, find your list, then click Edit. If you are have the Manage Invitation Lists job function, you can edit public lists.

4. On the Edit Invitation List page, update your list description, status, and access as appropriate. You can also add or delete suppliers.

5. When you are finished, click Apply.