6/22/23, 12:29 PM Document 1564846.1 PoweLast Login: June 21, 2023 7:25 PM AST Switch to Cloud Support Dashboard Knowledge Service Requests Patches & Updates Give Feedback... Community Research (Available) (0) Contact Us Help 1564846.1 You have been directed to this document based on an ID match. Alternatively, click here to search on this phrase. Hide Copyright (c) 2023, Oracle. All rights reserved. Oracle Confidential. Staggered Award Creation For RFQ And Auction (Doc ID 1564846.1) In this Document Abstract History Details I - Overview II - Setup III - Steps in the Staggered Award using RFQ as a sample. Similar is done for Auction. Summary APPLIES TO: Oracle Sourcing - Version 12.2 and later Oracle Contract Lifecycle Management for Public Sector - Version 12.2 and later Information in this document applies to any platform. To Bottom Was this document helpful? Yes No Document Details Type: Status: Last Major Update: Last Update: TECHNICAL BRIEF PUBLISHED Feb 28, 2018 Mar 16, 2022 Related Products Oracle Sourcing Oracle Contract Lifecycle Management for Public Sector Information Centers Information Center Procurement [2783634.2] G-Invoicing Information Center [2830078.2] ABSTRACT Document References This Technical Brief provides information on the Staggered Award feature delivered in 12.2 for Auction and in 12.2.2 for RFQ. No References available for this document. Recently Viewed HISTORY Staggered Award Creation For RFQ And Auction [1564846.1] Staggered Award Creation For RFQ And Auction [1564846.1] DETAILS Is There a Performance Issue when Enabling the Audit Trail for HRMS Tables? [334379.1] I - Overview There are cases where the business needs to create requisition with items which are planned to be procured over a period of time. The award is done to multiple suppliers and also multiple awards can be executed in different period. Before the implementation of this feature, only one PO was created per supplier and all the line items should have valid quote before converting them to an award. With the implementation of the Staggered Award, based on the control, multiple awards are allowed as well the partiall awards. The Staggered Award for Auction was available before 12.2.2 but not for RFQ. The RFQ Staggered Award is delivered in 12.2.2. This feature is available only for commercial Sourcing, meaning it is not available for CLM (Contract Lifecycle Management for Public Sector) while awarding the solicitations. https://support.oracle.com/epmos/faces/DocumentDisplay?_afrLoop=102960106566326&id=1564846.1&_adf.ctrl-state=x5nur4uv7_52 1/16 6/22/23, 12:29 PM Document 1564846.1 II - Setup The usage of the Staggered Award is set while creating the Auction or RFQ. In the Controls page there is the check box for Allow Staggered Awarding. Check this control to enable the Staggered Award feature. 1. Controls in Auction. 2. Controls in RFQ. III - Steps in the Staggered Award using RFQ as a sample. Similar is done for Auction. The sample is a simple case of RFQ with 2 lines to be awarded in two different occasions. https://support.oracle.com/epmos/faces/DocumentDisplay?_afrLoop=102960106566326&id=1564846.1&_adf.ctrl-state=x5nur4uv7_52 2/16 6/22/23, 12:29 PM Document 1564846.1 1. Create a RFQ with Allow Staggered Awarding checked in the Controls page. 1.1. RFQ Header and Lines. 1.2. Check the Allow Staggered Awarding in the Controls as shown in the setup above. 1.3. RFQ Suppliers. https://support.oracle.com/epmos/faces/DocumentDisplay?_afrLoop=102960106566326&id=1564846.1&_adf.ctrl-state=x5nur4uv7_52 3/16 6/22/23, 12:29 PM Document 1564846.1 1.4. Publish the RFQ. 2. Log as the supplier user. 2.1. Create the quote. https://support.oracle.com/epmos/faces/DocumentDisplay?_afrLoop=102960106566326&id=1564846.1&_adf.ctrl-state=x5nur4uv7_52 4/16 6/22/23, 12:29 PM Document 1564846.1 2.2. Execute the quote. 2.3. Submit the quote https://support.oracle.com/epmos/faces/DocumentDisplay?_afrLoop=102960106566326&id=1564846.1&_adf.ctrl-state=x5nur4uv7_52 5/16 6/22/23, 12:29 PM Document 1564846.1 3. Creating surrogate quote for the other supplier. 4. Log in as the buyer. 4.1. Close the quote choosing the option Close RFQ from Actions. https://support.oracle.com/epmos/faces/DocumentDisplay?_afrLoop=102960106566326&id=1564846.1&_adf.ctrl-state=x5nur4uv7_52 6/16 6/22/23, 12:29 PM Document 1564846.1 4.2. Award line 1 to suppliers choosing option Award By Line from Actions. 4.3. Award line 1 to two suppliers splitting the quantities. https://support.oracle.com/epmos/faces/DocumentDisplay?_afrLoop=102960106566326&id=1564846.1&_adf.ctrl-state=x5nur4uv7_52 7/16 6/22/23, 12:29 PM Document 1564846.1 4.4. Line 1 is awarded. 4.5. Complete the Award choosing option Complete Award from Actions. https://support.oracle.com/epmos/faces/DocumentDisplay?_afrLoop=102960106566326&id=1564846.1&_adf.ctrl-state=x5nur4uv7_52 8/16 6/22/23, 12:29 PM Document 1564846.1 4.6. Selection for create standard Purchase Order and share award decision with suppliers. 4.7. Award line 1 summary to create the PO's. https://support.oracle.com/epmos/faces/DocumentDisplay?_afrLoop=102960106566326&id=1564846.1&_adf.ctrl-state=x5nur4uv7_52 9/16 6/22/23, 12:29 PM Document 1564846.1 4.8. Purchase Orders are created by supplier. Two PO’s are created. One per each supplier for line 1. The Status of the RFQ is Partially Awarded, Outcome. 5. Award line 2 to two suppliers. This can be done any time in the life of the RFQ. https://support.oracle.com/epmos/faces/DocumentDisplay?_afrLoop=102960106566326&id=1564846.1&_adf.ctrl-state=x5nur4uv7_52 10/16 6/22/23, 12:29 PM Document 1564846.1 5.1. Award line 2 to 2 suppliers (quantity 30 for one and 70 for the other). 5.2. Choose Action Complete Award if this is the last line(s) to award in the RFQ. https://support.oracle.com/epmos/faces/DocumentDisplay?_afrLoop=102960106566326&id=1564846.1&_adf.ctrl-state=x5nur4uv7_52 11/16
