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Strategic Sourcing User Guide
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Strategic Sourcing Overview
About Strategic Sourcing
About Strategic Sourcing components
About Strategic Sourcing users
How Strategic Sourcing works together with other applications
General Setup
General event setup tasks
Creating award reasons
About categories and subcategories
Creating categories
To create a category
To create a subcategory and assign it to a category
About articles
Creating articles
About terms and conditions
Creating terms and conditions
Updating terms and conditions if approval is required
Adding attachments to terms and conditions
About questions
Creating questions
Assigning and updating answers to questions
About contacts and contact types
Setting up contacts
Setting up contact types
Creating event types
About event templates
Creating event templates
About participant groups
Setting up participant groups
To set up participant groups
To add a participant group line
Sourcing Event Creation
Process Events
About Process Events
Methods for creating an event
About creating an event
Creating an event from standard entry
Creating an event from a template
Creating an event on the Quick Entry form
Copying an existing event
Creating an event from requisitions
Adding event details
Updating event information
Creating event lines
About extending an event
About reverse auctions
Setting up a reverse auction
About event weighting
Setting up event weighting
Comments
About comment types
Managing event comments
Working with comments from Strategic Sourcing
Working with comments from a requisition
Event Processing
Event release
Releasing an event
Event approval
About the event approval process
Approving an event
To approve an event
To approve an event using the InBasket
Amendments
About amendments and amendment triggers
Creating an amendment for a released event
Supplier setup and maintenance
Suppliers
About suppliers
Registering suppliers who do not self-register
Vendors
About vendors
Creating vendors from suppliers
Creating vendor locations from supplier contacts
About diversity codes
Assigning diversity codes
About supplier and vendor compare
What is compared
Creating supplier and vendor compare records
Viewing and maintaining supplier and vendor compare records
Notifications
About supplier notifications for event-related information
Supplier contacts
About supplier contacts
Creating supplier contacts
About inactivating and reactivating suppliers and supplier contacts
Supplier questions
Answering and adding supplier Q and A
To answer a supplier question
To add a supplier question
Troubleshooting supplier questions
Supplier performance
About supplier performance
Creating a supplier evaluation template
Evaluating supplier performance
Viewing supplier performance scores
To view supplier metrics
To view supplier evaluations
Supplier invoices
Supplier created invoices from purchase orders
Supplier Created Expense Invoices
Processing invoices submitted by suppliers on Supplier Portal
Process supplier submitted invoices
Create and Process Accounts Payable Invoices
Event Awards
Awarding an event
About event awards and the approval process
Award responses
Adding a response
Viewing a supplier response
To view a supplier response
To view a draft response
Modifying a supplier response
About alternate responses to event lines
Comparing event responses
About supplier negotiation of terms
Sourcing Event Best and Final Offer
Defining an Event using Best and Final Offer
Initial Best And Final Responses in Supplier Portal
Analysis of Initial Best And Final Responses
Entry of Best and Final Offer in Supplier Portal
Event Weighting for Best and Final Offer
Notifying Suppliers of Unsubmitted and Missing Responses
Sourcing Event Two Step Bidding
Electronic Bid Bonds
Award actions
About sealed bids
Awarding an event
Awarding a line
Assigning non-award reason codes
To assign a non-award reason code
To override a non-award reason code on an event line
Approving an awarded event
To approve an event award in Strategic Sourcing
To approve an event award using the Inbasket
Changing an award
Deleting an award
Generating award output
To generate output for an event line
To generate output from the Compare Responses Context form
Reporting and analysis
Available reports
Awards
Award history by diversity code report
Awards by reason code report
Buyer
Buyer performance report
Commodity code
Commodity code analysis report
Diversity code
Diversity participation by category report
Invoice spend by diversity code report
Invoice spend by diversity code certification report
Purchasing by diversity code certification report
Diversity Detail
Event
Event listing report
Event Q and A listing report
Event questions and responses report
Event response listing report
Event supplier notification listing report
Line response compare report
Line response listing report
Executive summary report
Spending
Commodity spend by diversity code report
Commodity spend by vendor report
Open purchase orders by commodity code report
Requisitions by commodity code report
Requisitions with purchase orders pending report
Item history by vendor report
Supplier
Supplier bid success report
Supplier listing report
Supplier notifications report
Supplier participation report
Supplier response history report
Suppliers by commodity code registration report
Supplier responses by commodity code report
Supplier response detail report
Spend analysis
About Spend Analysis
Loading invoice data for Spend Analysis
Creating consolidated records for Spend Analysis
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