Create a request

To begin the sourcing request process, navigate to the Requests tab of the Autonomous Sourcing page. Click the button that says New request and follow the guided steps on the screen.

To successfully navigate through the New Request process, it is strongly advised that you open a parallel window to display the interface of Autonomous Sourcing alongside this guide.

Figure 1. Create a request

Bot selection

This section lists all available Bots that can be selected for your request. The name of the Bot and a brief description are provided. Click Select Bot to use the Bot for the request.

Request details

The New item form is a template designed for your organization’s specifications. It contains the relevant fields, selectable dropdown lists, and data entry inputs used to complete your request.

  1. To enter the Request details, select Add item
  2. Enter the details of the request in the form provided, and then click Save
  3. Repeat these steps for each item of the request. Additionally, you can edit, copy, and delete a request item before moving to the next stage.
  4. Click Continue once all items have been added

Additional Details

  • Bidding deadline: Enter a date and time for the bidding to end
  • Event information: Enter a name for the event
    Optional: Enter any additional details in the description box provided, or add a welcome message
  • Supporting documents: Add supporting documents
    Optional: Add supporting documents to provide additional information on items to bidders. If included, any additional details will appear in the supplier invitation email.

Depending on the configuration of the bot, there are different settings that might be available.

Click Continue to move to the next step.

Request summary

Review a summary of your request to ensure all the entered and selected details are correct, and then click Submit.  After you submit your request, you can return to the Requests tab of the Sourcing Automation page.

Delete a draft request

Before a request is submitted, when it is in draft, you can delete it. To delete a draft request, click the Delete icon next to the request name on the Request page.

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Figure 2. Delete a draft request

Archive a request

After a request has been submitted, you cannot delete it but can archive it. To archive a request, click the Archive icon next to the request name on the Request page.

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Figure 3. Archive a request