Select a sourcing approach in playbook

Decide if you want to negotiate with suppliers right away, or skip this step and start qualifying the sourcing request instead. You can perform these actions from the Sourcing approach section of the sourcing intake playbook.

Before you begin

Role required: Sourcing manager

Ensure that you have complete clarity on the sourcing request by reviewing the intake details, purchase lines, and approvals, and requesting clarification on the request, if necessary. For details, see Review details and request clarification on a sourcing request in playbook.

Procedure

1. Perform steps 1 through 11, as documented in Review details and request clarification on a sourcing request in playbook.
2. In the Sourcing approach section, choose to negotiate with suppliers right away, or skip this step and start qualifying the sourcing request instead.

   In case of the former, you can add the sourcing request to an exiting or new sourcing event as required, before working with the sourcing event, as documented in Set up negotiations with suppliers and manage qualifications in playbook.

   In case of the latter, you have the option to work on negotiations after the qualification is complete.

3. Do one of these actions.

   Decision	Action
   Add to an existing sourcing event	To source with an existing group of requests, select an existing sourcing event from the 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.
   Add to a new sourcing event	To source the request by itself or with a new group of similar requests, add to a new sourcing event and update the details of this sourcing event. 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.
   Continue	Skip negotiating and start qualifying the sourcing request. For more information about the qualification process, see Supplier qualification.

What to do next

Work on a negotiation setup playbook to manage qualification work, and review the sourcing requests, suppliers, and purchase lines, all within the premises of a sourcing event. For details, see Set up negotiations with suppliers and manage qualifications in playbook.