Add a sourcing request to a sourcing event

You can manage multi-supplier and multi-product negotiations by mapping similar sourcing requests and related negotiations to a sourcing event.

始める前に

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 All work > Sourcing Requests.
3. Select the sourcing request that you plan to add to a sourcing event.
4. Select Add to sourcing event.
5. In the Add to sourcing event dialog box, select whether you would like to add the sourcing request to an existing or new sourcing event.
   • If adding to an existing sourcing event, select the sourcing event from the Sourcing events list. The Supplier response close field is auto-populated with the supplier response close date specified in the existing sourcing event that you're adding the sourcing request to.
   • If adding to a new sourcing event:
     1. Enter a short description for the sourcing event in the Short description field.
     2. Select the method used to engage with the supplier from the Negotiation type field. The options are Quote, RFx, Contract Renewal, and Other.
     3. Select the anticipated outcome or end results of the sourcing event from the Negotiation outcome field. The options are Standard Savings, Contract Terms Negotiated, Cost Avoidance, and Negotiation Unsuccessful.
     4. The Expected start field gets auto-populated with the current date. However, you can select your expected start date from the calendar icon if necessary.
     5. The supplier response close date specified in the sourcing request is auto-populated in the Supplier response close field. If the sourcing manager changes the supplier response deadline for a new sourcing event, the sourcing request also reflects this updated date.
        注:

        When adding multiple sourcing requests to a new sourcing event, the furthest date among those requests is used to populate the Supplier response close field.
6. Select Add.

タスクの結果

A new sourcing event is created, which is attached to the selected sourcing request.

次のタスク

View an overview of the sourcing event in the Overview tab, and other associated information in relevant tabs such as Details, Negotiations, Sourcing Requests, Purchase Lines, Cases, Purchasing Tasks, and Contracts.

You can add more sourcing requests to this sourcing event by selecting Add sourcing request. Negotiation records are automatically created for each supplier in the sourcing request. You can add more suppliers to this sourcing event as well. For more information, see Work on a sourcing event.

In compliance with fair competition laws, qualify all your suppliers in that sourcing event before you start negotiating with any of them. For more information, see Supplier qualification.