2 Staged RFQ 2157377.1

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Vision Demo - Two-Stage Request For Quotation (RFQ) Process In Oracle Sourcing (Doc ID 2157377.1)
In this Document
Purpose
Scope
Details
The detailed steps of Two Stage RFQ process are illustrated below:
Buyer/Sourcing User:
References
APPLIES TO:
Oracle Sourcing - Version 12.1.3 and later

Information in this document applies to any platform.
PURPOSE
This demo explains about the the process flows for creating requisition into Sourcing request for quotation (RFQ) with Two-Stage RFQ options and then final outcome is the Standard Purchase Order.
SCOPE
The article utilizes the vision demonstration database - E-Business Suite and the steps are designed to be straightforward with replicating this flow.
DETAILS
The detailed steps of Two Stage RFQ process are illustrated below:
Buyer/Sourcing User:
UCB/welcome
Supplier Users:
DELL/welcome - Dell computers

ALLIED/welcome - Allied Manufacturing
UMESH/welcome - Advanced Network Devices
1. Login as requester (UCB) and create requisition from iProcurement
2. Buyer (UCB) Uses Autocreate and create Sourcing RFQ- Outcome Document- Standard Purchase Order
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3. Buyer checks the Two-Stage RFQ check box and enter the header details. Once this check box is checked, the quote style becomes Sealed.
4. Suitable Control options are selected in Control Section
5.
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Buyer Enters Contract terms and applies the template called: Vision Operations RFQ terms. This is the set of questions / requirements are being asked in Technical round.
6. Contract terms have been selected and validated
7.
Three suppliers are included in Invited Supplier section, Dell Computers, Allied Manufacturing and Advanced Network Devices.
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8. Buyer publishes the RFQ 262635. All suppliers are notified that RFQ is closed and no further quotation is allowed. Suppliers can create quote for this RFQ.
9.
Supplier Dell logs into application using login DELL /welcome
10. Supplier Dell Computers logs into iSupplier Portal application and access Sourcing Supplier responsibility to submit quote.
11.
Dell
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supplier user enters the contract term Variables and Deliverables
12.
Dell
supplier user enters the price information and submits the quote 89192
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13. Similarly other two suppliers (Allied Manufacturing and Advanced Network Devices) submit their quotes (Quote 89193 and 89194) . These response can be seen by Buyer (UCB) using Sourcing
Buyer/ Sourcing Super User responsibility.
14. Buyer closes the RFQ by selecting action "Close RFQ"
15.
Now
Buyer selects the action : Unlock Stage: Technical and press GO button
16.
Buyer gets the following confirmation message:

"Unlock Stage: Technical has been done on RFQ 262635. Now only the buyer can view the Technical Quotes".
Next action prompted : Unseal Stage: Technical
17.
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After selecting Unseal Stage: Technical and Go, buyer gets the following message:
"Unseal Stage: Technical has been done on RFQ 262635. Now both the buyer and the supplier can view the Technical Quotes"
18.
Analyze the quotes by selecting action : "Analyze by Quote"
19.
Buyer reviews the quotes with technical information. These response details can be viewed from quotes printable view
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20. In this round, price can not be visible to buyer and only quantity and other technical information are visible.
21. Buyer can reject supplier's quote if it is not qualified for technical round. In this test case, Advanced Network Devices supplier is not shortlisted for next round
22. Complete the Technical Evaluation by selecting the action: "Complete Evaluation : Technical"
23.
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Supplier: Advanced Network Devices gets the rejection notification

like: Your quote 89194 in response to RFQ 262635 has not been short listed and will no longer be included in further evaluation and awarding phases of this negotiation.
24. Supplier Dell Computers and Allied Manufacturing are shortlisted for next round
25. Now buyer select the action : "Unlock Stage: Commercial"
26.
Gets
the
following message after unlocking the RFQ:

"Unlock Stage: Commercial has been done on RFQ 262635. Now only the buyer can view the Technical and Commercial Quotes"
27.
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Buyer selects "Unseal Stage: Commercial" from action list
28.
Gets the following message:

"Unseal Stage: Commercial has been done on RFQ 262635. Now both the buyer and the supplier can view the Technical and Commercial Quotes"
29.
Buyer can view the quote prices submitted by different suppliers in this round.
30. Buyer selects action : "Award by quote"
31.
Only
two
suppliers are selected for award process
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32. Buyer selects these two supplier quotes and click on Award button
33. The Quote submitted by Dell computers has the more saving percentages than Allied Manufacturing. Buyer selects Dell Computers' Quote 89192 and saves award.
34.
Buyer completes the award using action: Complete Award
35.
Following check boxes are checked while submitting the award.
"Create Standard Purchase Order for this negotiation" and "Share award decisions with suppliers immediately"
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36. Buyer completes RFQ Award and submits for Creation of Purchase order
37. Standard Purchase Order 8726 has been created from Quote 89192
More
Vision Demo Notes are available in the Vision Demo Index Note:
Note 1075748.1 - Vision Demo Document Index (Procurement)
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Oracle Sourcing - Version 12.1.3 and later

DELL/welcome - Dell computers

1. Login as requester (UCB) and create requisition from iProcurement

4. Suitable Control options are selected in Control Section

6. Contract terms have been selected and validated

Supplier Dell logs into application using login DELL /welcome

supplier user enters the contract term Variables and Deliverables

14. Buyer closes the RFQ by selecting action "Close RFQ"

Buyer gets the following confirmation message:

Analyze the quotes by selecting action : "Analyze by Quote"

Supplier: Advanced Network Devices gets the rejection notification

25. Now buyer select the action : "Unlock Stage: Commercial"

following message after unlocking the RFQ:

Buyer selects "Unseal Stage: Commercial" from action list

Gets the following message:

30. Buyer selects action : "Award by quote"

suppliers are selected for award process

Buyer completes the award using action: Complete Award

Following check boxes are checked while submitting the award.

Note 1075748.1 - Vision Demo Document Index (Procurement)

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