Select a sourcing approach in playbook

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Decide if you want to negotiate with suppliers right away, or skip this step and start qualifying the sourcing request instead. You can perform these actions from the Sourcing approach section of the sourcing intake playbook.

    Before you begin

    Role required: Sourcing manager

    Ensure that you have complete clarity on the sourcing request by reviewing the intake details, purchase lines, and approvals, and requesting clarification on the request, if necessary. For details, see Review details and request clarification on a sourcing request in playbook.

    Procedure

    1. Perform steps 1 through 11, as documented in Review details and request clarification on a sourcing request in playbook.
    2. In the Sourcing approach section, choose to negotiate with suppliers right away, or skip this step and start qualifying the sourcing request instead.

      In case of the former, you can add the sourcing request to an exiting or new negotiation event as required, before working with the negotiation event, as documented in Set up negotiations with suppliers and manage qualifications in playbook.

      In case of the latter, you have the option to work on negotiations after the qualification is complete.

    3. Do one of these actions.
      DecisionAction
      Add to an existing negotiation event To source with an existing group of requests, select an existing negotiation event from the list.
      Add to a new negotiation event To source the request by itself or with a new group of similar requests, add to a new negotiation event and update the details of this negotiation event.
      Continue Skip negotiating and start qualifying the sourcing request.

      For more information about the qualification process, see Supplier qualification.

    What to do next

    Work on a negotiation setup playbook to manage qualification work, and review the sourcing requests, suppliers, and purchase lines, all within the premises of a negotiation event. For details, see Set up negotiations with suppliers and manage qualifications in playbook.