Creating Guided Sourcing Projects from Sourcing Requests

Objective

After completing this lesson, you will be able to create a Guided Sourcing Project from a Sourcing Request

Define Sourcing Requests

Sourcing requests are used to request sourcing events and projects by users who cannot create projects themselves as sourcing request projects are available to all users, regardless of their group memberships.

Sourcing requests traditionally contain multiple items that need to be obtained or sourced. After sourcing requests are approved, event managers can create a sourcing project or sourcing event to obtain the required items or services.

Creating Sourcing Requests

Sourcing Requests can be created in two ways:

  1. Using the SAP Ariba Dashboard
  2. Using the RFQ and Award Integration with SAP Ariba Sourcing feature. This feature is an integration between your ERP system, SAP Business Network, and SAP Ariba Sourcing

Creating Sourcing Requests from the Dashboard

The Create menu is expanded with the Guided sourcing request highlighted.

In most cases, a sourcing request contains a sourcing event or sourcing project as a subproject of the request and an approval task.

The subproject becomes visible in the Events and other Documents panel of the sourcing request after the approval task is approved.

The subproject is a placeholder that the event manager uses to create a sourcing event or project based on the information in the sourcing request.

Guided Sourcing Request's tasks panel shows the approval to publish task. The Events and Other Documents panel includes the Sourcing Request Items.

External System (ERP)

With the RFQ and Award Integration with SAP Ariba Sourcing feature, a sourcing request is created in SAP Ariba Sourcing after the following sequence of events:

  1. An ERP user creates an RFQ.
  2. If the RFQ was created on an Oracle RFQ, the RFQ status is set to Active.
  3. The ERP system sends information about the sourcing request through the SAP Business Network.

Events created from sourcing request projects can be awarded to one or multiple suppliers. If your ERP system is configured with SAP Business Network and SAP Ariba Sourcing, event award information is returned to your ERP system.

Create a Guided Sourcing Project from a Sourcing Request

Procedure

  1. Open a guided sourcing request.
    1. Go to the For You page.
    2. In the Summary panel, open the Events tab and choose Open events to access a search page.
    3. In the left panel, choose the Sourcing request search filter for the Project type and select Apply.
    4. In the search results, select the name of your sourcing request to open it.
  2. Submit and complete tasks as needed in the Tasks ​panel of the sourcing request. By default, the tasks in a sourcing request include an Approval for Sourcing Request task. When this task is completed, the subproject (sourcing project) becomes visible in the Events and other documents panel.
  3. Open the sourcing project by selecting the project name.
  4. Complete fields in the Create guided sourcing project page, select a template, and select Create.

    If you select a full project template that contains one event, the event is populated with header fields and event information (including line items) from the sourcing request and the Sourcing Request Items document.

Adding items from Sourcing Requests to events manually

If you select a full project template that contains no event or multiple events, create or open an event and add items from the sourcing request to the event from the Sourcing Request Items document manually:

  1. Go to the Items that need quotes panel.
  2. Choose Add , Items from sourcing request.

    Alternatively, you can use the More actions icon on an item in an event section and choose Items from sourcing request.

  3. In the Select items panel, complete one of the following actions:
    • Select Add all content to add all items from the sourcing request.
    • Check the items you want to add and choose Select.
  4. Optional: In the Questions, requirements, and attachments area of an event, use the More actions icon on a line of content and choose Content from sourcing request.

Create a new Guided Sourcing Request

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