Set up negotiations with suppliers and manage qualifications in playbook

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.

Before you begin

Role required: Sourcing manager

Ensure that you’ve selected the appropriate sourcing approach. For details, see Select a sourcing approach in playbook.

Procedure

1. Under Manage qualification work, review all the cases and tasks related to this sourcing event.
2. Do one of these actions.

   Decision	Action
   Create a type of work	On the Create a type of work pop-up window, select the required case or task, and add it to the sourcing event.
   Complete qualification	Completes the qualification. Note: The procurement cases must be in the Closed Completed state for you to complete the qualification.

3. After qualification is complete, do one of these actions.
   You can continue sourcing this request by adding pricing to this record. If you want pricing for additional items or suppliers, use a sourcing event instead.

   Decision	Action
   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.
   Add to an existing sourcing event	To source with an existing group of requests, select an existing sourcing event from the list.
   Add pricing to this record	Continue sourcing this request by adding pricing to this record.

4. If you’ve added the sourcing request to a new or existing sourcing event, select Go to sourcing event.
5. Review the details of the sourcing requests within this sourcing event.
6. Optional: Select Add sourcing requests if you want to add more similar sourcing requests to this sourcing event.
7. Select Continue.
8. Review the details of the suppliers within this sourcing event.
9. Optional: Select Add suppliers if you want to add more suppliers to this sourcing event.
10. Select Continue.
    Adding a sourcing request or supplier auto-creates purchase lines and creates a new negotiation record to manage negotiation activities for that specific supplier.
11. Review the details of the purchase lines within this sourcing event.
12. Select Continue.
13. Manage qualification work, as described in steps 1 and 2.