Adobe Captivate - Oracle · Web viewSupplier responses received through mail or fax as paper...

Adobe Captivate Wednesday, May 17, 2023

Slide 3 - Oracle Procurement Cloud Release 9

Slide notes

Hello, my name is Angie. Welcome to the Release 9 Training for Oracle Fusion Procurement Cloud Sourcing Enhancements. In this session, we’ll cover the Surrogate Bidding enhancement we have made in this release.

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Slide 4 - Agenda

Slide notesFor the enhancements covered in this training, we’ll give an overview, followed by more detail to explain how you can use them, and what business value they bring.

Then we’ll walk you through a demonstration.

Next we’ll explain what you need to consider before enabling these features in your business, and what you need to know to set them up.

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Slide 5 - Enhancements Overview

Slide notes“Surrogate responding” or “surrogate bidding” refers to the process used by category managers to enter negotiation responses on behalf of suppliers who are not able to directly enter them online. Supplier responses received through mail or fax as paper documents, or by e-mail in PDF, Microsoft Word, spreadsheet, or any other formats can be captured in the application. These responses are managed, analyzed and awarded along with other online supplier responses. The response created by the category manager is called a “Surrogate Response”.

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Slide 6 - Create Surrogate Response

Slide notesAfter suppliers who do not have access to Sourcing send their response details, category manager can acknowledge participation on their behalf and create surrogate responses.

The additional participation acknowledgment attributes, such as who entered the acknowledgment and when it was entered, are also captured for audit trail.

Surrogate responses can be created for prospective and spend authorized suppliers. Any new supplier who intends to participate in the bidding process can be registered as prospective supplier. Category manager can then create surrogate response on behalf of the newly registered prospective supplier.

Surrogate Response can be created for all standard negotiation types and all negotiation styles in sourcing. They can be entered after negotiation is published and before award is completed.

Surrogate responses can also be created for suppliers who have already submitted their responses online.

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Slide 7 - Create Surrogate Response

Slide notesIn addition to the response details from the supplier, Category Managers also enter information such as who entered the response, when the response was received, and what was the method of response (e.g. fax, mail, Email). Capturing such details is useful for any future reference.

All existing response controls and tools such as response revision and mass price reduction are also applicable for surrogate bidding.

Proxy Bidding is only available when surrogate response is created while negotiation is open; but it is not available after the negotiation close date.

Category managers can export and send the response spreadsheet to suppliers with no online accessibility. Once the completed response is received from suppliers through email or mail, the category manager can import the spreadsheet into the system as a surrogate response.

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Slide 8 - Manage Surrogate Response

Slide notesCategory managers can manage all the surrogate responses centrally from a new page Manage Surrogate Responses. It has the look and the feel of the Manage Responses page from the supplier side.

Category manager can revise a response, unlock or delete a draft surrogate response.

Category managers and supplier users do NOT have access to each other’s draft responses. But they can see an active surrogate response like any other response.

If category manager creates a surrogate response when a draft created by a supplier already exists, the supplier’s draft will be deleted. Conversely, if supplier creates a response when a surrogate draft created by a category manager already exists, then the category manager’s draft will be deleted.

Warnings are displayed to alert the users for both cases.

Once surrogate responses are entered by category managers, they can be analyzed and awarded in the same way as other responses submitted by suppliers online.

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Slide 9 - Surrogate Bidding

Slide notesSurrogate bidding enables the participation of suppliers who can not enter responses online, hence making the buyer company compliant with statutory requirements often faced by the public sector industry.

Enable suppliers at any remote location to participate in the bidding process helps the buyer company get competitive responses for negotiation.

With the broadened number of supplier responses considered for award, new savings opportunities are exposed.

Any technical issues that registered supplier’s may face in accessing the application will not affect response submission.

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Slide 14 - Summary of Enhancement Capabilities

Slide notesHere is the summary of the features I have talked about today:

Create Surrogate Response:

Category managers can create response or acknowledge participation on behalf of suppliers.

Manage Surrogate Response:

Category managers can view and edit all the surrogate responses from a central page. Surrogate responses can also be analyzed and awarded with other responses submitted online.

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Slide 15 - Slide 15

Slide notes[So that concludes the audio portion of this presentation, thank you for listening. There is no audio in the implementation advice section.

You can easily pause and rewind any of these slides if you require additional time to take in the detail.]

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Adobe Captivate - Oracle · Web viewSupplier responses received through mail or fax as paper...

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