Set up negotiations with suppliers and manage qualifications in playbook

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

    • 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.

    Before you begin

    Role required: Sourcing manager

    Ensure that you’ve selected the appropriate sourcing approach. For details, see Select a sourcing approach in playbook.

    Procedure

    1. Under Manage qualification work, review all the cases and tasks related to this negotiation event.
    2. Do one of these actions.
      DecisionAction
      Create a type of work On the Create a type of work pop-up window, select the required case or task, and add it to the negotiation event.
      Complete qualification Completes the qualification.
      Note:
      The procurement cases must be in the Closed Completed state for you to complete the qualification.
    3. After qualification is complete, do one of these actions.
      You can continue sourcing this request by adding pricing to this record. If you want pricing for additional items or suppliers, use a negotiation event instead.
      DecisionAction
      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.
      Add to an existing negotiation event To source with an existing group of requests, select an existing negotiation event from the list.
      Add pricing to this record Continue sourcing this request by adding pricing to this record.
    4. If you’ve added the sourcing request to a new or existing negotiation event, select Go to negotiation event.
    5. Review the details of the sourcing requests within this negotiation event.
    6. Optional: Select Add sourcing requests if you want to add more similar sourcing requests to this negotiation event.
    7. Select Continue.
    8. Review the details of the suppliers within this negotiation event.
    9. Optional: Select Add suppliers if you want to add more suppliers to this negotiation event.
    10. Select Continue.
      Adding a sourcing request or supplier auto-creates purchase lines and creates a new negotiation record to manage negotiation activities for that specific supplier.
    11. Review the details of the purchase lines within this negotiation event.
    12. Select Continue.
    13. Manage qualification work, as described in steps 1 and 2.