Embed Size (px)
Citation preview
DuPont E-Sourcing Supplier Participation - RFX
January 2012
Table of Contents
Introduction Slide 3
Definitions Slide 4
Supplier Registration Slide 5
Accessing DuPont E-Sourcing Slide 6
Terms and Conditions of System Use Slide 10
Supplier Workbench Slide 12
RFX – RFI; RFP; RFQ Slide 16
Tool Functionality Slide 27
12/14/2011 E-Sourcing Supplier Participation Guide 2
DuPont E-Sourcing – Supplier Participation Introduction
E-Sourcing is a web-based application that allows DuPont Buyers and select suppliers to collaborate electronically (on-line) and expedite the sourcing process.
There are several different types of events (Markets) that a Buyer can create:
a Request for Information (RFI)
a Request for Proposal (RFP)
a Request for Quote (RFQ)
an Auction
an eNegotiation
The event or document types RFI, RFP and RFQ are also referred to RFX, a Request for X.
This document will focus on how suppliers should respond to RFx’s.
12/14/2011 E-Sourcing Supplier Participation Guide 3
DuPont E-Sourcing – What is an RFx?
What is an RFx? RFx is a generic term referring to a sourcing event of any type in eSourcing.
This term may be applied to Request for Information (RFI), Proposal (RFP), or Quotation (RFQ.)
An RFX can be thought of as a general mechanism that allows buyers and sellers to conduct business: often the exchange of specific items for a specific price, but also the exchange of information, such as capabilities or willingness.
12/14/2011 E-Sourcing Supplier Participation Guide 4
DuPont E-Sourcing – Supplier Registration
Accessing DuPont E-Sourcing
The supplier must first gain access to the DuPont extranet, where E-Sourcing is located. The Buyer must initiate the process by pre-registering the supplier on the DuPont E-Sourcing application.
What to Expect for Registration
The Buyer will send the supplier contact a form to complete that will request basic information about the company and the specific contact who will participating in the event.
Once the supplier contact is granted access, emails will be sent with a hyper-link to the site, his or her username, and a password. Additionally, the supplier contact will receive a separate email invitation with the details of the event.
12/14/2011 E-Sourcing Supplier Participation Guide 5
Accessing DuPont E-Sourcing
12/14/2011 E-Sourcing Supplier Participation Guide 6
DuPont E-Sourcing – Accessing the E-Sourcing System
Initial Log-on
The supplier contact should immediately confirm that he/she can log onto the system once the link, username and password are received via email. If a log-in issue exists, the supplier can contact DuPont E-Sourcing Global User Support. Contact information can be located on the DuPont Supplier Center.
Accessing the Event
The simplest way to find an event is to follow the hyperlink included in the email invitation; however the event can also be accessed through https://strategicsrc.dupont.com
To access DuPont E-Sourcing, follow the steps on the next slide.
12/14/2011 E-Sourcing Supplier Participation Guide 7
Step Action1. Connect to E-Sourcing by clicking on the hyperlink within the email invitation or via
https://strategicsrc.dupont.com The following screen will appear:
2. Enter Username and Password.
DuPont E-Sourcing – Supplier Access
12/14/2011 E-Sourcing Supplier Participation Guide 8
Click here to return to slide 30.Click here to return to slide 40.
Step Action2. The second log-on screen will appear.
3. Enter Username and Password again.
DuPont E-Sourcing – Supplier Access
12/14/2011 E-Sourcing Supplier Participation Guide 9
DuPont E-Sourcing – Conditions Acceptance
12/14/2011 E-Sourcing Supplier Participation Guide 10
DuPont requires all suppliers to agree to DuPont On-Line Site Terms and Conditions, Confidentiality Information Agreement and a Bidder’s Agreement. The supplier contact must accept all of the terms in order to proceed. The acceptance of the terms is only required upon the initial log-in. If the supplier contact has previously agreed to the Terms & Conditions, Confidentiality Agreement, and Bidder’s Agreement the system will bypass this process and go directly to the users’ Workbench.
Click on the document there to view the Terms and Conditions that must be accepted by the supplier.
Terms & Condition of E-Sourcing
DuPont E-Sourcing – Conditions Acceptance (example)
12/14/2011 E-Sourcing Supplier Participation Guide 11
Supplier must click on Accept to continue.
This screen is for SAP Terms and Conditions.
DuPont E-Sourcing – Conditions Acceptance (example)
12/14/2011 E-Sourcing Supplier Participation Guide 12
Supplier must click on Accept to continue.
This screen is for DuPont Terms and Conditions.
Supplier Workbench
12/14/2011 E-Sourcing Supplier Participation Guide 13
DuPont E-Sourcing – Supplier Workbench
12/14/2011 E-Sourcing Supplier Participation Guide 14
Once log-on is successful, and the terms have been accepted, the supplier workbench will appear. Below is an example of the top portion of workbench.
Click on the date in the calendar to view the events due for a specific date.
Click on the title of the event to access the details.
The Supplier Alerts section provides updates on actions taken.
DuPont E-Sourcing – Supplier Workbench Continued
04/18/23 E-Sourcing Supplier Participation Guide 15
Below is an example of the second part of the of the Supplier Workbench.
Contact information for supplier Help.
The Report section will list the reports available to the supplier.
The Active section provides status and links to active events.
DuPont E-Sourcing – Supplier Workbench Continued
04/18/23 E-Sourcing Supplier Participation Guide 16
Below is an example of the last part of the of the Supplier Workbench.
The New Discussions section provides a summary of open Discussions that were initiated during events.
The Awarded section provides links to events that the supplier has been awarded.
The Active Agreements and Current Scorecards sections are not currently being used by DuPont.
RFX – Request for:InformationProposal Quote
12/14/2011 E-Sourcing Supplier Participation Guide 17
Step Action1. On the Supplier Workbench, click on the link to the appropriate event. The event type
that we will cover will be Request for Information (RFI.)
The event will open.
DuPont E-Sourcing – Locating the Event
04/18/23 E-Sourcing Supplier Participation Guide 18
Click on the link for the event.
DuPont E-Sourcing – Viewing the Event DetailsStep Action
2. Once the event is selected the following screen will appear. Click on the proposal link in the RFx Response column to view the details of the event.
04/18/23 E-Sourcing Supplier Participation Guide 19
DuPont E-Sourcing – Viewing the Event DetailsStep Action
3. The details of the event will be laid out by tabs. (Header, Schedule, Information, and questions.) It is important to review each of the tabs to understand the event requirements.Tool tabs above the event tabs provide additional functionality that is discussed at the end of this document
04/18/23 E-Sourcing Supplier Participation Guide 20
Tool Tabs
Event Tabs
DuPont E-Sourcing – Viewing the Event Details
04/18/23 E-Sourcing Supplier Participation Guide 21
The Header tab will include general information about the event and status.
The Exchange Rate tab will provide conversion rates if applicable to the event.
The Schedule tab provides the timing details of the event.
The Information tab contains all pertinent information of the scope and specifications of the services or product requirements.
The Questions tab consists of all questions requiring supplier responses.
The Line Item tab provides product or service items requiring a price proposal.
DuPont E-Sourcing – Event Preparation
04/18/23 E-Sourcing Supplier Participation Guide 22
The most important step is preparing for the event. Time may be limited once the event begins to accept response or bids, so it pays to have a bidding strategy laid out ahead of time.
The supplier should prepare during the Preview period, if available, by reviewing the Information and Line Item tabs and depending on the Buyer’s requirements, perform various actions such as:
downloading attachments
using the online Discussion Board to ask the Buyer detailed questions.
develop a bidding price range.
studying product/service specifications
preparing specifications in response
checking for capacity and availability of goods, services, raw materials, etc.
DuPont E-Sourcing – Responding to an RFIStep Action
4. In a RFI the responses necessary are located in the Questions tab.
Click on the link to the Question section to view and respond to questions. Remember to continue until all the questions are answered and Click Save.
5. Once all questions have been answered, close out of the question section. You can do this by clicking on the cookie trail or by clicking on the X tor return to the proposal.
04/18/23 E-Sourcing Supplier Participation Guide 23
DuPont E-Sourcing – Submitting RFI Responses
04/18/23 E-Sourcing Supplier Participation Guide 24
Step Action
6. Once you are ready to submit your response, click on the Submit tab.
Some events may be set up for the supplier to submit and Initial Bid and a Firm Response. Therefore, it may be necessary to submit twice. Once for the Initial Bid and once for the Final Response.
7. An email notification will be sent to the buyer advising that your response has been submitted. The buyer will notify the supplier if further information is needed.
DuPont E-Sourcing – Responding to an RFP or RFQ
04/18/23 E-Sourcing Supplier Participation Guide 25
Step Action
8. An RFP and RFQ will require pricing information as well as responses to questions. Access the event and review the tabs for pertinent information required for the proposal or quote.
The Header tab will include general information about the event and status.
The Exchange Rate tab will provide conversion rates if applicable to the event.
The Schedule tab provides the timing details of the event.
The Information tab contains all pertinent information of the scope and specifications of the services or product requirements.
The Questions tab consists of all questions requiring supplier responses.
The Line Item tab provides product or service items requiring a price proposal.
DuPont E-Sourcing – Responding to an RFP or RFQ
04/18/23 E-Sourcing Supplier Participation Guide 26
Step Action
9. Use the Line Item tab to enter in proposals or quotes.
Supplier enters values of proposal or quote on the appropriate line item, for all items requested.
DuPont E-Sourcing – Submitting Proposal or Quote
04/18/23 E-Sourcing Supplier Participation Guide 27
Step Action
10. Once you are ready to submit your response, click on the Submit tab.
Some events may be set up for the supplier to submit and Initial Bid and a Firm Response. Therefore, it may be necessary to submit twice. Once for the Initial Bid and once for the Final Response.
11. An email notification will be sent to the buyer advising that your response has been submitted. The buyer will notify the supplier if further information is needed.
E-Sourcing –
Tool Functionality
12/14/2011 E-Sourcing Supplier Participation Guide 28
Tool Functionality - Overview for RFx (RFI, RFP, and RFQ)
E-Sourcing has tool functionality that facilitates the RFx process. This section will cover this functionality.
The initial event tool tab bar consists of:
Save
Undo
Document
Actions
Reports
Attachments
Discussions
Chat
Status
Submit
12/14/2011 E-Sourcing Supplier Participation Guide 29
Tool Functionality for RFx
The first tab in the tool tab bar is the Save functionality. This allows the supplier to save the work once all required fields are completed. Saving the document does NOT mean Submit. Saving will simply save the work completed.
The Undo tab allows the supplier to cancel the last action taken.
The Document tab is not used in RFx events.
The Actions tab allows the supplier to output the event content into PDF.
12/14/2011 E-Sourcing Supplier Participation Guide 30
Tool Functionality – Reports for RFx
The Reports tab links the supplier to the Unanswered Questions within the event. There is also a link to jump to the Round Change Summary.
12/14/2011 E-Sourcing Supplier Participation Guide 31
Tool Functionality - RFx Attachments
The Attachment tool function takes the supplier to a link to all attachments that the Buyer has provided for the event.
This section also allows the supplier to attach files by clicking on the Attach Files Button.
12/14/2011 E-Sourcing Supplier Participation Guide 32
Click on the document link to view the attachment.
Tool Functionality - Discussions for RFx
The Discussion tool allows Buyers and Suppliers to communicate on issues or questions concerning the event.
Once the supplier clicks on the Discussion tab a new window will appear. Click on the New Message button to initiate a message. This screen also allows suppliers to view messages posted by the Buyer.
12/14/2011 E-Sourcing Supplier Participation Guide 33
Tool Functionality - Chat for RFx
The Chat function works similar to instant messaging. To view Chat messages click on the Chat button.
The following screen will appear:
12/14/2011 E-Sourcing Supplier Participation Guide 34
The supplier can reply or send a message by entering the message in the box provided and clicking Send.
Tool Functionality – Status Tab for RFx
The Status Button indicates what phase the event is in. Clicking on the Status Button (in this case “In Progress”) will take the supplier to the Change Phase window. Suppliers can change the phase of his/her own response by clicking on the active boxes highlighted in blue.
12/14/2011 E-Sourcing Supplier Participation Guide 35
Active Boxes
Tool Functionality – Submitting a Bid/Proposal for RFx
The submit button allows the supplier to submit a response for the RFx to the Buyer. Some events may be set up for the supplier to submit and Initial Bid and a Firm Response. Therefore, it may be necessary to submit twice. Once for the Initial Bid and once for the Final Response.
Additional Functionality
There are a couple of other useful tidbits that the supplier should be aware of. Whenever a supplier would like to exit a window a click on the will take him/her back to the previous screen. Clicking on the cookie trail will help with navigation through the event as well.
12/14/2011 E-Sourcing Supplier Participation Guide 36
Cookie Trail“links” to the entitled page.
