Understanding Event Rule Factors and Event Timing Rules

Objectives
After completing this lesson, you will be able to:

After completing this lesson, you will be able to:

  • Recognize different event rule settings and how to modify values
  • Understand different timing rules and change duration of event types

Event Rule Factors

"Now that I have my project created, I am ready to set my event rules. From what I recall, the rules control how the event works, but I will not see all of the event rules depending on my template, correct?"

"You are right, but there is slightly more to it, as the rules that are visible in your project depend on three things:

  1. Event type
  2. The specific template that was selected
  3. Conditional rules, or rules that are based on other rule settings

Let me elaborate."

Factors that Determine which Rules are Displayed

Event Type:

Not all rules are applicable across all event types, and you may see some rules displayed in one event type but not another.

For example, RFIs are not used to collect pricing information, so the currency rules are not present.

Template Delegation:

Rules may be preset in the template, and hidden from view in the event.

When creating a template, administrators have the option to withhold control of a rule from the person who is using the template to create an event.

The options are:

  • Delegated: The ability to edit this rule is delegated to project owner. Project owners can see this rule and are allowed to change the setting.
  • Read only: Project owners can see this rule and setting, but cannot edit it.
  • Hidden: Project owners cannot see this rule or how it is set.
Values Set for Other Rules

The Rules page is dynamic, meaning the value you set for a rule could cause the system to automatically refresh the page and display or hide other related rules.

For example, if you changed the value of the bidding rule above Enable scoring on participant responses to Yes, the system would refresh and show the additional rule Enable blind grading on participant responses.

Event Rules Reference Guide

"There are a lot of event rules, but you do not need to memorize every event rule in order to successfully create an event. My recommendation is that project owners check all of the rule settings present on their projects and ensure they are satisfied with the value if it is something that can be changed.

If you spot a rule that you do not understand, click the tooltip 'i' next to it to try to learn more. You can explore the Event Rules Reference Guide should you need more details than what the tooltip provides."

Event Rules Reference Guide

This guide contains information about SAP Ariba Sourcing event rules for SAP Ariba users and administrators who are creating sourcing event templates, or who are creating events from the templates.

Select the below link to access the guide.

Event Rules Reference Guide | SAP Help Portal

Event Timing Rules

"We will take a look at the rule sections and go through some of the key considerations and common event rules to be aware of when creating an event.

We will start with the timing rules."

Event Timing Rules

Event timing rules control event timing, bidding periods, preview periods, and review periods.

Below are some usage considerations for timing rules across event types:

RFI

Request for Information (RFIs) do not collect pricing information or involve as much time pressure as an auction. You generally set one to open as soon as you publish it.

If an RFI is published to Preview status, participants cannot respond until you open it.

You can leave it open however long you think is necessary for all your suppliers to log in, conduct their own internal research as needed, and submit their responses.

RFP

Request for Proposal (RFPs) generally start allowing responses as soon as the event is published, unless you think it likely that you will need to edit the event as a result of supplier feedback.

You can either end the bidding time after some specific duration, or at a specific time.

Auction

Auctions involve real-time supplier interaction. For an event to be successful, schedule it when all invited suppliers can log into SAP Ariba Sourcing and bid at the same time.

Suppliers who receive information about competitors during bidding will frequently update their bids in response.

You can create a preview period (or qualifying round) and allow suppliers to submit prebids.

You can configure how overtime works, and set up the amount of time between staggered lot closings.

Different Options based on Auction Formats

A prime example of how auction format drives rule options is the rule: Specify how lot timing will begin and end.

In an English style auction, you can select either Parallel, Staggered, or Serial.

However, for Dutch and Japanese auctions, Serial is the only option.

Timing Rules to Know

  • Enabling preview period

  • Specifying how bidding will begin/end

  • Event start and end times

  • Event reminder messages

  • Set a review period after lot closes

  • Allow bidding overtime

Enabling preview period before bidding opens

The time between when you publish the event and the bidding start time is called thepreview period .

The preview period starts when the event is published and ends when the bidding starts. It provides time for participants to review the event and decide how to respond.

SAP Ariba recommends providing anywhere from a few days to several weeks for the preview period, depending on how complex the event is. By default, there is no preview period and control is delegated to the project owner.

Follow-on rules:

  • Can participants place bids during preview period
  • Start Time
  • Prebid End Time

Specifying how Lot Bidding will Begin and End

A project owner will select the sequence of when bidding opens and closes for different lots:

  • Parallel: the bidding start time is the same for all lots and the end time is the same for all lots.
    • This is the only choice available for an RFI.
  • Staggered: all lots start bidding at the same time but close sequentially.
    • Staggered is often preferred.
    • It allows participants to concentrate on the item that is closing and also allows participants that are only bidding on a few lots to leave after they are done.
  • Serial means that bidding for one lot ends before bidding for the next one begins. Only one line is open for bidding at one time.

Follow-on rules:

  • Running time for the first lot
  • Time between lot closing
  • Bid adjustment interval

Event Start and End Times

Start Time

The planned start time is when bidding begins. For RFIs and RFPs, it is when participants may begin to respond.

The start time can be set in the template to begin when the event is published. You can enter these values free form, but it is better to select a date from the calendar or time list to ensure that the value is valid, in the future, and in the correct format.

Bidding End Time

When creating the template, you can set the bidding duration in minutes, hours, or days, but the project owner can change the duration or set the end of the bidding period to a specific date and time.

Event Reminder Messages

You can use the event reminder message feature to configure when and how often reminder email notifications and online messages are sent to event participants and internal users.

Event reminder messages remind event participants about the state of an event and remind internal users to respond to surveys.

Set a Review Period after Lot Closes

The lot status changes from Open to Review when the bidding ends when this rule is enabled.

During this period, you can reopen the bidding. A review period enables the project owner to review the bidding results. When the review period ends, the lot status changes to Pending Selection.

SAP Ariba recommends that participants remain logged in, in case you reopen the bidding.

Allow Bidding Overtime

Any bid received too close to the end of the bidding period extends the bidding period.

Overtime gives participants additional time to respond to late bids of other participants.

It benefits the buyer to allow other participants to further improve their bids. The project owner can specify how close the bid has to be to the end and how long the overtime period lasts. When overtime is enabled, there can be an unlimited number of overtime periods.

"I think I will set my reverse auction for office laptop lots as serial, and I will not include a preview period, nor a review period after lots. I do not want tie bids, and I want to include overtime.

Alright, my timing rules are set, so now I need to set the event currency and bidding rules."

Monique

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