QUICK REFERENCE GUIDE

Transcription

1 QUICK REFERENCE GUIDE

2 Viewing and Searching for Strategic Sourcing Events To access the Strategic Sourcing navigation, please follow the instructions directly below: Sign into the below URL with the credentials you received when registering: Once logged in, copy and paste the below URL into your browser: Navigation: Main Menu > Manage Events and Place Bids > View Events and Place Bids Purpose: To view and search for strategic sourcing events. 1. To search for events, enter your search criteria. To narrow your search, enter additional search criteria. You can enter a specific Event ID, Event Name, Event Type, and Event Status. Once you have entered your criteria, click Search. 2. Your search results appear. Click the appropriate Event ID to display the Event Details page for that event. 3. On the Event Details page, you can see more detailed information about a specific event. To view your activity with strategic sourcing events, click View Event Activity from the Event Details page. 2

3 5. From the Event Activity page you can search for events you were invited to, events you bid on, and the events awarded to you. To view, click on the appropriate link from the Event Activity Summary. 3

4 6. The following is an example of event activity for a bidder for events they were awarded. To view more details about an event, click the appropriate Event ID link. Congratulations. You have viewed a strategic sourcing event. 4

5 Entering Bid Responses for Sourcing Events Navigation: Main Menu > Manage Events and Place Bids > View Events and Place Bids Purpose: To enter and submit bid responses for RFx events. 1. To search for events, enter your search criteria. To narrow your search, enter additional search criteria. You can enter a specific Event ID, Event Name, Event Type, and Event Status. Once you have entered your criteria, click Search. 2. Select the Event ID for the event you want to bid on. 3. You may click on the Accept Invitation button first. To enter a bid response, click the Bid on Event button. 5

6 4. The system asks whether you want the bid quantity for the auction line items defaulted for you. Click Yes to have them defaulted and click No to enter a different amount. 5. In this example, there are 6 General Questions which must be responded to in order to complete and submit your bid: 6

7 6. In this example, the line bid quantities were not defaulted. Enter your bid quantity for each line. 7. Enter your unit bid price for each line. 8. Once you have completed your bid and are ready to submit, click the Submit Bid button. 7

8 9. Click the OK button on the Bid Confirmation page. Congratulations. You have submitted a bid for a Sourcing event. 8

9 Viewing & Uploading Attachments to a Sourcing Event Navigation: Main Menu > Manage Events and Place Bids > View Events and Place Bids Purpose: To create a bid during a preview period. Prerequisites: An event must be in a specified preview period. 1) Perform a search in order to locate the Event ID number you wish to respond to: 9

10 2) Click on the Event ID listed in the Search Results section: 3) Click on the Bid on Event button: 10

11 4) Click on the white bubble icon in order to add comments and upload attachments: 11

12 5) Click on the Upload button: 6) Browse for the file you wish to upload. Once selected, the file name will populate. 7) Click the Upload button: 12

13 8) The file has now been uploaded. You can View the document, or Add New Attachments if you have other documents to upload (repeat steps 5-7): Click OK at the bottom of the page once completed uploading all pertinent documents. Congratulations, you have successfully uploaded attachments to a Sourcing Event! 13

14 Creating a Bid During a Preview Period Navigation: Main Menu > Manage Events and Place Bids > View Events and Place Bids Purpose: To create a bid during a preview period. Prerequisites: An event must be in a specified preview period. 1. To search for events, enter your search criteria. To narrow your search, enter additional search criteria. You can enter a specific Event ID, Event Name, Event Type, and Event Status. Once you have entered your criteria, click Search. 2. Select the Event ID for the event you want to bid on. 3. Click the Bid on Event button. 14

15 4. The system asks whether you want the bid quantity for the auction line items defaulted for you. Click Yes to have them defaulted and click No to enter a different amount. 5. In this example, the line bid quantities were not defaulted. Enter your bid quantity for each line. 6. Enter your unit bid price for each line. 7. When creating a bid during a preview period, you cannot submit the bid. Click the Save for Later button. Congratulations. You have created a bid during a preview period. 15

16 Reviewing Bids Navigation: Main Menu > Manage Events and Place Bids > View Events and Place Bids Purpose: To review bids you have placed on an event. 1. To review bids, you can click Search to display all bids. Or, to narrow your search, you can enter specific criteria including Event ID, Event Name, Event Type, and Event Status. Once you have entered your criteria, click Search. 2. To view your bids for an event, click the appropriate Event ID link. 3. To review your bids, click the My Bids link. 16

17 4. Click the View link for the appropriate bid. 5. After clicking View, you are taken to the Event Details page. Scroll down to the Lines section to view your bid quantity, price, and score. Congratulations. You have reviewed a bid on an event. 17

18 Saving a Bid Navigation: Main Menu > Manage Events and Place Bids > View Events and Place Bids Purpose: To save a bid on a sourcing event. Prerequisites: An event must be open. 1. To search for events, enter your search criteria. To narrow your search, enter additional search criteria. You can enter a specific Event ID, Event Name, Event Type, and Event Status. Once you have entered your criteria, click Search. 2. Select the Event ID for the event you want to bid on. 3. Click the Bid on Event button. 18

19 4. The system asks whether you want the bid quantity for the auction line items defaulted for you. Click Yes to have them defaulted and click No to enter a different amount. 5. In this example, the line bid quantities were not defaulted. Enter your bid quantity for each line. 6. Enter your unit bid price for each line. 7. Once you have completed entering your bid, click the Save for Later button. *Note the bid will not be submitted until you click Submit Bid. Congratulations. You have saved a bid. 19

20 Canceling a Bid Navigation: Main Menu > Manage Events and Place Bids > View Events and Place Bids Purpose: To cancel a bid on a sourcing event. Prerequisites: PeopleSoft Basics and Navigation and a sourcing event must exist. 1. To cancel a bid for a sourcing event, you first need to search for events you have placed bids on. 2. Once you have searched for sourcing events, click the Event ID for the event with the bid you wish to cancel. 3. From the bidding shortcuts on the Event Details screen, click View, Edit, or Copy from Placed Bids. 4. From the view, Edit, or Copy from Saved Bids screen, click Cancel to the right of the bid you want to cancel. 5. From the Cancel Bid screen, click the Cancel this Bid button to confirm. 6. A message will appear asking, Are you sure you want to cancel this bid? Click Yes to cancel the bid. 7. Once you click Yes, you will return to the View, Edit, or Copy from Placed Bids screen. If you successfully cancelled the bid, the Bid Status will be Cancelled. Congratulations. You have canceled a bid. 20

21 Using the Discussion Forum Navigation: Main Menu > Sourcing > Maintain Events > Discussion Forums Purpose: To use the Event Discussion page to view an event message and post a reply. 1. Click the Forum User Preferences link. 2. Use the Forum User Preferences page to enter a pseudonym. 3. Click the Save button. 4. Click the OK button. 5. Click the Return to Forums link. 6. Click the Event Discussion Forum link. 21

22 7. Use the Event Discussion page to view an event message and post a reply. From the message thread, you can view a message by clicking on a link in the Subject column. Click the appropriate Subject link. 8. Click the appropriate Event Forum Topic link. 9. After viewing the message, click the Reply button to post a message to the event forum for this topic. 10. Enter your reply in the Message field. 22

23 11. Click the Submit button to post your reply. Note: Internal users can see all messages, so use the Private Message option to communicate privately with the event buyer/seller without other bidders being involved. 12. Once you click Submit, your reply displays in the Event Forum Topic. Congratulations. You have used the discussion forum to read a message and post a reply. 23

24 Viewing Event Activity and Bid History Navigation: Main Menu > Manage Events and Place Bids > My Event Activity Purpose: To view your bid history. 1. Use the Event Activity page to view your own bidding activity. Click the Events Bid On link to view the events you have bid on. 2. Events you have bid on will display in the Events section. 3. Click an Event ID link to view details of the event. Congratulations. You have viewed your bid history. 24