Using Sourcing Projects and Events

If you wish to create a single sourcing event, a quick project is the appropriate project type. Quick sourcing projects don’t include full project management features. If you wish to create one or more sourcing events, with full project management feature, including task management, consider creating full project instead.

The action tiles that are displayed depend on the dashboard tabs that are available to you and your user permissions.

When editing an event, some portions of a page might be hidden from you, or be predefined. You may be able to skip some pages. The pages and fields depend on the event template you chose.

1. On the Product Sourcing dashboard tab, complete one of the following actions to display materials:

   • Click one of the materials action tiles. The data table automatically filters to display materials according to the action tile you selected.

   • Enter a material name or ID in the search box and click the search icon.

     Choose Advanced Search. On the Advanced Search page, enter one or more material IDs, separated by spaces.

2. Select the materials for which you want supplier quotes and click Get quote → Using Sourcing Project.

3. Choose Continue.

4. On the Create Sourcing Project page, enter a name and description for your event. You can enter an unlimited number of characters in the Name and Description fields. Other fields might limit you to 255 characters.

5. Select Quick Project.

6. Choose the event type that you want to create from the Event Type drop-down menu. The event type controls the display of event templates, which are different for each event type.

7. Select a value for the Test Project field. In most cases, No is the appropriate value. Specify Yes if you are creating a project for internal testing or training.

   Note

   You cannot change the test project setting after you have created a project.

8. Specify values for the remaining sourcing project fields. Refer to the Event management guide for information about these fields.

9. Select a template for the project. The templates that are available depend on the project information you have entered and the user groups to which you belong.

10. Choose Create.

    SAP Ariba automatically transfers historic prices, quantity, supplier specific prices, terms with supplier specific values, volume data, and suppliers to the sourcing event.

11. To search for and add additional Product Sourcing materials, click Add → Content from Product Sourcing.

    SAP Ariba displays the Advanced Search page.

12. Enter one or more material IDs or names, separated by spaces.

13. Choose Search.

14. Choose the materials you want to add.

15. Choose Add to quote.

If you wish to create one or more sourcing events, with full project management feature, including task management, a full project is the appropriate project type.

Before you create a sourcing project, SAP Ariba recommends that you define all of the project’s requirements and make sure that the available templates meet those requirements. You might need to ask your template administrator to create additional templates. Consider the supplemental documents you want to include in the project.

1. On the Product Sourcing dashboard tab, complete one of the following actions to display materials:

   • Click one of the materials action tiles. The data table automatically filters to display materials according to the action tile you selected.
   • Enter a material name or ID in the search box and click the search icon.
   • Choose Advanced Search. On the Advanced Search page, enter one or more material IDs, separated by spaces.

2. Select the materials for which you want supplier quotes and click Get quote → Using Sourcing Project.

3. Choose Continue.

4. On the Create Sourcing Project page, enter a name and description for your event.

   You can enter an unlimited number of characters in the Name and Description fields. Other fields might limit you to 255 characters.

5. Select Full Project. A full project can contain multiple sourcing events and includes all project management features.

6. Select a value for the Test Project field. In most cases, No is the appropriate value. Specify Yes if you are creating a project for internal testing or training.

   Note

   You cannot change the test project setting after you have created a project.

7. Specify values for the remaining sourcing project fields. Refer to the Event management guide for information about these fields.

8. Select a template for the project. The templates that are available depend on the project information you have entered and the user groups to which you belong.

9. Answer any questions shown. The questions are determined by the project template.

10. Choose Create.

You can create a sourcing project from a BOM by choosing the materials that are visible to suppliers and the materials on which suppliers are able to bid. The event total and BOM roll-up are visible in the event when suppliers submit their pricing.

1. On the Product Sourcing dashboard tab, complete one of the following actions to display materials:

   • Click one of the materials action tiles. The data table automatically filters to display materials according to the action tile you selected.
   • Enter a material name or ID in the search box and click the search icon.
   • Choose Advanced Search. On the Advanced Search page, enter one or more material IDs, separated by spaces.

2. Select the parent BOM for which you want supplier quotes and choose Get quote → Using Sourcing Project.

3. On the pop-up screen, choose BOM Quote.

4. Choose Continue.

5. On the pop-up screen, enter a name for your BOM quote. Optionally, complete the following fields too: Description, Visible Part Types, Quotable Part Types, Volume (when you choose Yes for Volume, the Volume Type field displays).

6. Choose Done. The Create Sourcing Project page displays.

7. On the Create Sourcing Project page, enter a name and description for your event.

8. Choose one of the following options:

   Full Project: A full project can contain multiple sourcing events and includes all project management features.

   Quick Project: A quick project is a single sourcing event. If you choose to create a quick project, choose the event type that you want to create from the Event Type pull-down menu. The event type controls the display of event templates, which are different for each event type.

9. Select a value for the Test Project field. In most cases, No is the appropriate value. Specify Yes if you are creating a project for internal testing or training.

   Note

   You cannot change the test project setting after you have created a project.

10. Specify values for the remaining sourcing project fields. Refer to the Event management guide for information about these fields.

11. Select a template for the project. The templates that are available depend on the project information you have entered and the user groups to which you belong.

12. Answer any questions shown. The questions are determined by the project template.

13. Choose Create.

When you create sourcing projects from the Product Sourcing dashboard, you can search for and add additional product sourcing content to your event.

1. To search for additional product sourcing content to add to your event, on the Content page, choose Add → Content from Item Master Data.

2. On the Advanced Search page, enter the IDs or names of the materials you want to add, separated by spaces.

3. Choose Search.

4. Select the materials you want to add to your sourcing event.

5. Click Copy.

If you need to update pricing condition bidding rules for multiple items, you can update all the items at the same time.

You must be the event or project owner and a member of one of the following groups:

• Commodity Manager
• Event Administrator (access to this group must be approved by the SAP Ariba Market Coordination Team)
• Internal User
• Limited Event Administrator (access to this group must be approved by the SAP Ariba Market Coordination Team)
• Sourcing Project Administrator (access to this group must be approved by the SAP Ariba Market Coordination Team)

1. On the Content tab of the Event page, select the items you want to update.

2. Choose Edit → Pricing Conditions.

   SAP Ariba displays the Edit Pricing Conditions page.

3. Update the pricing condition rules as needed.

4. Choose Ok.