This section  discusses roles in PeopleSoft Strategic Sourcing and each role's business  functions.


Roles


We deliver  PeopleSoft Strategic Sourcing with the following internal default roles:


· Event Administrator: The Strategic Sourcing System  Administrator.

· Event Approver: Users who will approve sourcing events.

· Event Buyer/Seller: Users who will create buy or sell  sourcing events.

· Event Collaborator: Users who will provide input on the  creation and/or award of sourcing events.

· Plan Owner: Users who will create sourcing project plans.

· Plan Approver: Users who will approve sourcing project  plans.

· Task Owner: Users who will be assigned sourcing project  plan tasks.


The  following external default roles are delivered with PeopleSoft Strategic  Sourcing:


· Event Bidder: Businesses or individuals with whom the  enterprise has not previously done business.

· Event Customer: Businesses or individuals with whom an  enterprise has sold to before.

· Event Vendor: Businesses from which an enterprise has  purchased before.

· Event Guest: Default role for guest users who have not  yet registered as a bidder


Event Administrators


Event  Administrators perform the following tasks:


  1. Set up the Strategic Sourcing business unit.
  2. Set up bidder registration. 
  3. Set up bidder self-categorization trees.
  4. Set up the file attachment server. 
  5. Set up discussion forums. 
  6. Set up chats using the MultiChannel Framework. 
  7. Reviews and approves bidder registration requests if  registration approvals are turned on.


Event Approvers


Event  Approvers perform the following tasks: 


  1. Receive workflow notification of a pending event.
  2. Approve or disapprove the event.


Event Buyer/Seller


Event buyers  and sellers perform the following tasks:


  1. Create bid factors. 
  2. Create global policies and constraints.
  3. Create events and invite bidders. 
  4. Invite collaborators (optional).
  5. Monitor their event, and if necessary, pause the event or  create another round or version.
  6. Invite collaborators for event analysis.
  7. Analyze the event.
  8. Award a bidder.


Event Collaborators


Event  collaborators perform the following tasks:


  1. Receive invitations to collaborate on event creation. 
  2. Check out events from the Manage Events Workbench and  enter input on bid factors. 
  3. Receive an invitation to collaborate on event analysis.
  4. Enter input on bids and bidders. 


Event Bidders


Bidders  perform the following tasks: 


  1. Receive invitations to bid, or express interest in  bidding. 
  2. Register to bid on events. 
  3. Submit bids.
  4. View their rankings and scores during the event, if the  event creator displays that information to bidders.
  5. View past bidding history.
  6.  Manage their bidder profile.
  7.  Manage the categories of items/services they are  interested in selling and purchasing.


Event Vendor/Event Customer


Event  Vendors and Customers carry out the following tasks:


  1. Receive invitations to bid, or express interest in  bidding. 
  2. Submit bids.
  3. View their rankings and scores during the event, if the  event creator displays that information to bidders.
  4. View past bidding history
  5. Manage the categories of items/services they are  interested in selling and purchasing


Event Guest


Guest  bidders carry out the following tasks:


  1. View public events that are available for bidding.
  2. Elect to register in order to bid on public events.


Plan Owner


Plan owners  carry out the following tasks:


  1. Create and manage Strategic Sourcing project plans.
  2. View and manage plan tasks assigned to resources.
  3. Receive notifications of changes to plans and tasks.


Plan Approver


Plan  approvers perform the following tasks:


  1. Approve or disapprove sourcing project plans.
  2. Receive notifications of changes to sourcing project  plans.


Task Owner


Task owners  perform the following tasks:


  1. Complete plan tasks assigned by the plan owner.
  2. Receive notifications of changes to plans and tasks