Help Home/Getting Started with Oracle Sourcing

There are many ways you can streamline the creation of sourcing documents:

Copying an existing document You can copy documents that you, or any other users in your organization, have previously created. The details of the document such as the controls, terms and conditions, item information, and invitation list are copied into a new document which you can edit if necessary.

Using document templates If many of the negotiations you create contain the same features, you may want to create a template that you can use each time you create a sourcing document. This allows you to standardize business practices and save time. Your template will contain the features that are similar among the negotiations you commonly create. When you create a document using a template, you simply open the template and add to or edit details of the template as necessary.

If you are assigned the Manage Sourcing Document Templates job function, you can also create and manage public templates in addition to your private ones. The public document templates will be available for every Sourcing buyer at your company.

Using negotiation styles Your Sourcing Administrator can define document styles that become available for use by buyers. A negotiation style can exclude certain Oracle Sourcing features. For example, a style could be defined that does not allow the use of Requirements or attributes. Once a feature has been removed, the associated regions and fields do not appear on the product pages thus streamlining the appearance.

Using Reusable Attribute Lists

Attribute lists can streamline the document creation process while providing standardization for negotiation items. If you are assigned the Manage Attribute List job function, you can create attribute lists for use by all Sourcing buyers at your company. An attribute list is a grouping of attributes that are commonly used together to describe a good or service.

Using Reusable Invitation Lists

You can create Reusable Invitation Lists containing names of suppliers who you frequently invite to your negotiations. Invitation lists can be shared across the company. This can help you standardize your business practice as well as speed up the negotiation creation process.

If you are assigned the Manage Invitation List job function, you can create and manage public Reusable Attribute Lists, in addition to your private ones. The public lists will be available for Sourcing buyers at your company.

Using spreadsheets

You can download and use spreadsheets to efficiently create and award RFQs and auctions having many line items.

Using draft RFQs/auctions

You can create and save an auction intending to submit it later. These draft documents also allow multiple collaborators to work on the same document.

Creating RFQs/auctions using Autocreate

If your company has licensed both Oracle Purchasing and Oracle Sourcing, you can use the Autocreate feature of Oracle Purchasing to select and group requisitions to create draft RFQs or auctions.