Creating sourcing groups

When you create a sourcing group, the information that you define is applied to each sourcing company in the sourcing group. The associated sourcing group values are used as defaults in the sourcing company.

  1. Select Supply Management > Supply Management Setup > Groups and Companies > Sourcing Groups.
  2. Click Create.
  3. Specify a Sourcing Group code and Description.
  4. On the Sourcing Group tab, specify this information in the Approval Information section:
    Event Approval Required
    Select this check box to require event approval.
    Amendment Approval Required
    Select this check box to require amendment approval.
    Award Approval Required
    Select this check box to require award approval.
    Dispute Period
    Select this check box to use a dispute period.
  5. In the Amendment Information section, select which actions will trigger amendments to events.
  6. In the Miscellaneous section, specify this information:
    Supplier Portal Sourcing Reports Logo
    You can add a logo that appears on PDF outputs of events and responses.
    Display Events On Recently Finalized Tab
    Specify the number of days to show events.
    Require Non Award Reason Codes
    Select whether to require non-award reason codes.
    Use PO Comments From Requisition Line For Event Line Description
    Select this check box to use PO comments from the requisition line for the event line.
    Buyer can add Commodity Code to Item for Contract Output
    When this check box is selected, buyers can add a commodity code to an item for contract output.
    Show Responses Not Viewed On Analysis Form
    When you select this check box an alert is displayed next to responses that have not been viewed by the buyer.
    Can Request Response Modification
    Select this check box to allow buyers to request event response modifications.
    Allow Event And Event Line Attachments After Event Closed
    Select this check box to allow attachments after the event is closed.
    Allow Changing Of Close Date For Sealed Bids With Responses
    Determine when the close date can be changed for sealed bids. If the field is selected, then your organization can change the close date on events, regardless of whether there are responses.

    If this field not selected, then you cannot change the close date if there are submitted responses for the event. (No bid responses are not considered).

    You cannot change the close date if it has already passed or if it is before the current date and time.

  7. In the Close Date Change Rules While Event Is Open section, specify rules for when changes to close dates can be made.
  8. In the Event Defaults, specify this information:
    Supplier Portal Posting Option
    Select a display option for the event when it is in an Open status.
    • Display On Portal: Event can be viewed on the Open Bids list by each registered and unregistered supplier.
    • Display for Notified Suppliers Only: Event can be viewed on the Open Bids list by suppliers that are listed on the Notifications tab.
    • Do Not Display On Portal: Suppliers that are listed on the Notifications tab receive an email that instructs them to contact your organization.
    Incomplete Buyer Weighting Score Edit
    Select an edit option.
    Allow Terms To Be Negotiated
    Select this check box to set the default to indicate that terms negotiation is allowed when a buyer creates an event.
    Only Retrieve Validated Suppliers For Event Notification
    Select this check box to only retrieve valid suppliers for event notifications.
    Vendor Item Processing
    Select a vendor item processing option.
    Require Vendor Item Description When Vendor Item Entered
    Select this check box if vendor item description is required when the vendor item is created.
    Require Supplier To Enter Delivery Date When Responding To Lines With PO Output
    Select this check box if the supplier is required to specify a delivery date when responding to lines with PO output.
  9. In the Response Alerts section, specify this information:
    Yellow Alert
    Specify the number of days before the event close date to show a yellow alert.
    Red Alert
    Specify the number of days before the event close date to show a red alert.
  10. Click Save.
  11. On the Event Response Text tab, specify instructions for suppliers that are associated with the sourcing company. These instructions are displayed on the Supplier Portal.
  12. Click Save.
  13. On the Event Email And Portal Message Configuration tab, specify a message for suppliers who are associated with the sourcing company. The message is sent to suppliers who are notified of, or who have responded to, an event.
  14. Click Save.
  15. On the Event Wizard Definition tab, select the items to show during event wizard process.
  16. Click Save.