Sourcing Setup Step 11: Define Reusable Invitation Lists (Optional)

If you typically invite the same core group of suppliers to many (or all) of your negotiations, you can add these suppliers to a reusable invitation list to use with your negotiations. Using an invitation list can help standardize your business practice by ensuring that all appropriate people are invited to targeted negotiations and can help streamline the negotiation process. Buyers can add invitation list(s) when creating a new negotiation. Invitation lists can also be attached to a negotiation template.

To create a new invitation list:

1. On the Negotiations Home page, click the Administration tab.

2. Click "Reusable Invitation Lists."

3. On the Reusable Invitation Lists page, click Create Invitation List.

4. On the Create Invitation List page, enter a list name, description, and select an
Access type. All buyers can view and use Public lists. Buyers can create their own
private lists that are available only to them. The lists you create are immediately
available for use. If, at some time in the future, you no longer need a list, you can
deactivate it.

Click Add Suppliers.

5. Search for and select suppliers to add to your invitation list. Note that you can use the advanced supplier search features to build lists of suppliers based on the
commodities or items they provide.
See the Oracle Sourcing online help for instructions on using the search fields.

6. When the Search Suppliers page displays the search results, select the supplier(s) you want to add to the list and click Add to Invitation List.

7. You see that the suppliers appear in the Invitation List box in the upper right-hand

corner of the page. Use the instructions in the previous steps to continue adding

suppliers. Click Apply to return to the Create Invitation List page.

8. You return to the Create Invitation List page. For each supplier, ensure there is a

value for Supplier Contact field. If you wish to send a notification to an additional

supplier contact and you know the contact's e-mail address, you can enter that in

the Additional Contact Email field. This is especially useful if the supplier has set

up a broadcast e-mail.