Work on a sourcing event

You can work on a sourcing event and complete an entire workflow, right from starting negotiations with multiple suppliers, to awarding one or multiple suppliers, or rejecting bids. Awarding suppliers create purchase requisitions for the selected suppliers and items.

始める前に

Ensure that you’ve qualified all the suppliers involved in the sourcing event before you start negotiating with them. You can add additional relevant sourcing requests and qualified suppliers to the ongoing sourcing event, as and when required, when working on the event. This allows you to manage complex negotiation activities. Adding a sourcing request or supplier auto-creates purchase lines and creates a new negotiation record to manage negotiation activities for that specific supplier.

Role required: sn_shop.procurement_specialist

手順

1. Navigate to All > Procurement Case Management > Source-to-Pay Workspace.
2. On the list page, navigate to Review needed > Sourcing event: ready to negotiate.
3. Select and open the sourcing event that you plan to work on.
4. Select Start negotiating.
   The sourcing event moves to the Work in Progress state.
5. オプション: Select Add sourcing requests if you want to add more similar sourcing requests to this sourcing event.
6. オプション: Select Add suppliers if you want to add more suppliers to this sourcing event.
7. On the Purchase Lines tab, update the Negotiated unit cost field for each purchase line.
   This moves the purchase request lines to the Pricing Obtained state.
8. On the Negotiations tab, select Finish negotiating for each negotiation.
   This moves the sourcing event and all its associated negotiations, sourcing requests, and purchase lines to the Requires Decision state.
9. Do one of these actions.

   Action	Description
   Save	Saves the details of the sourcing event for further action.
   Cancel	Cancels the sourcing event and moves all its negotiations and associated sourcing requests and purchase lines to the Closed Cancelled state. This sourcing event is no longer considered for the awarding process.
   Award single supplier	Opens the Select a supplier to award dialog box, where you can select one of the suppliers from the list and select OK to award the supplier. The awarded negotiation moves to the Closed Decided state while all the others move to Closed Rejected. The purchase lines for the awarded negotiation are automatically converted to purchase requisitions.
   Award multiple suppliers	Opens the Award suppliers tab, where you can select one or more suppliers from the list and select Review selection to award the suppliers. The awarded negotiations move to the Closed Decided state while the others move to Closed Rejected. The purchase lines for the awarded negotiation are automatically converted to purchase requisitions. For information on more options that are available to you on this tab, see Award multiple suppliers from a sourcing event.
   Reject bids	Opens the Reject all bids? dialog box, where you must enter your reason for rejection to reject all the bids. The sourcing event and all its negotiations and associated sourcing requests and purchase lines move to the Closed Rejected state.

10. Select View purchase requisitions from the sourcing event or the awarded negotiation to view the details of the newly created purchase requisitions.