Once you have saved your award decisions, you return to the negotiation summary page to complete the award process and generate a purchase order document.
To complete the award process:
Select Complete Award from the Actions menu and click Go.
On the Complete Award page, you can choose whether or not to create a purchasing document. You can also choose whether to immediately notify the suppliers of their awards (your purchasing document may need to go through an approval process, so you may wish not to notify suppliers until a later date when the purchase document is fully approved). Select your option(s) and click Submit.
If the outcome you specified on your negotiation is a Blanket Purchase Agreement (BPA), you can create a new BPA for each award, or add lines to an existing BPA by selecting an agreement number to which to add the lines. Proceed with caution at this stage, because you cannot undo your award decision after you click Submit.
The confirmation message informs you that the award is complete and takes you to the Create Purchase Order page.
To generate a purchase order document:
On the Create Purchase Order page, you can obtain information on the supplier to whom you awarded business. You can see you award information by clicking the link under the Details column (or by clicking "Show All Details").
Choose an Acceptance Level from the drop-down menu. If Oracle Procurement Contracts is installed and licensed, you can use an Acceptance Level value of Document and Signature to perform contract binding. See Understanding Contract Binding for more information.
If you have an approval procedure set up in Oracle Purchasing, click Initiate Approval to begin approval for this purchasing document.
If you are creating a blanket purchasing agreement, set the following fields as appropriate. See the Oracle Purchasing User's Guide for information.
The Blanket Purchase Agreement Details region displays the supplier details, and enables you to specify whether you need a new Blanket Purchase Agreement (select the New BPA checkbox), or wish to add to an existing BPA. If you need to add this award information to an existing BPA, enter or select the BPA number in the Blanket Purchase Agreement column. When the negotiation is added to an existing BPA, the header attachments are carried forward to the BPA. However, other negotiation header information will not overwrite the values on the BPA. The header details of the BPA remain the same, even after adding the negotiation to it.
Note: You can select any active BPAs, to which the Purchasing Document Open Interface (PDOI) supports adding lines.
Specify the start and end effective dates.
Choose whether to enable automatic sourcing in Oracle Purchasing.
Choose whether to update sourcing rules in Oracle Purchasing.
Select the release method.
For rate-based temp labor lines in a GBPA, the attributes get copied to the GBPA line details. The system verifies that only the correct list of attributes gets copied for each of the negotiation lines that have descriptors associated to them. The list of attributes is validated based on the Job - Purchasing Category - Shopping Category combination.
Click Submit.
Use the Purchase Order Summary page to view subsequent information about the purchase order created. You can click the purchase order number link to drill down to the details about the purchase order that was created. You can also print a copy of the purchase order by selecting View PDF from the Actions menu and clicking Go.
If your outcome document was one or more Blanket Purchase Agreements, the Purchase Order Summary page displays the BPAs that were created, along with information such as BPA Number, Approval Status, Total Agreement Amount. A blue icon next to the BPA Number indicates that the award lines were added to an existing BPA.