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Oracle Contracts Implementation and Administration Guide
Release 12.1
Part Number E13469-04
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Oracle Contracts Implementation and Administration Guide

Contents

Title and Copyright Information

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Preface

Introduction to Oracle Contracts

Overview
Oracle Contracts Overview
Key Features
      Contract Terms Library
      Authoring Contract Terms
      Contract Document Management
      Contract Deliverables Management
      Contract Repository
      Contracts Workbench

Implementation Considerations

Overview
Installation Verification
Oracle Contracts Dependencies
      Mandatory Dependencies
      Conditional Dependencies
Dependency Verification

Implementation Overview

Overview
Process Description
Implementation Task Sequence for Contract Terms Library
Implementation Task Sequence for Contract Repository

Setting Up Contract Terms Library

Setting Up Operating Units
Implementing Multiple Organizations Access Control
Setting Up Profile Options
Setting Up Approvers and Approval Workflow
Setting Up Lookup Codes
Enabling Keyword Search
Setting Up Layout Templates
Using Descriptive Flexfields
Setting Up AutoNumbering
Setting Up Value Sets
Setting Up Numbering Schemes
Managing Numbering Schemes
Setting Up Function Security
Migrating Clauses to Contract Terms Library
Setting Up Contract Expert

Setting Up Contract Repository

Setting Up Contract Repository - Overview
Setting Up Operating Units
Implementing Multiple Organizations Access Control
Setting Up Profile Options
Setting Up Approval Rules
Setting Up Lookup Codes
Using Descriptive Flexfields
Setting Up AutoNumbering
Setting Up Function Security
Setting Up Contract Types
Setting Up Risks
Setting Up Contact Roles
Setting Up Access Control Lists
Setting Up Customers and Partners
Setting Up Suppliers
Setting Up Concurrent Programs
Setting Up Contracts Workbench
Deploy Searchable Objects

Contract Terms Library Administration

Contract Terms Library
Managing Standard Clauses
Creating Standard Clauses
Defining Related Clauses
Assigning Clauses to Folders
Approving Clauses
Managing Clauses Across Operating Units
Searching for Clauses
Contract Clause Analysis Report
Managing Changes to Standard Clauses
Importing Clauses
Managing Contract Templates
Creating Contract Templates
Adding Sections and Clauses
Creating Contract Template Deliverables
Validating Templates
Previewing Templates
Approving Templates
Searching for Templates
Viewing Template Clauses
Managing Changes to Contract Templates
Defining Global Templates
Viewing Contract Expert Rules
Managing Variables
Creating Variables
Searching for Variables
Displaying Clauses Using a Variable
Managing Changes to Variables
Managing Sections
Creating Sections
Searching for Sections
Updating Sections
Managing Folders
Creating Folders
Searching for Folders
Managing Changes to Folders
Considerations for Using Sections, Folders, and Clause Types

Contract Expert Administration

Overview
Managing Questions
Creating User Questions
Searching for Questions
Updating Questions
Managing Constants
Creating Constants
Searching for Constants
Updating Constants
Managing Rules
Creating Rules
Searching for Rules
Activating Rules
Disabling Rules
Updating Rules
Managing Question Sequence
Creating Dependencies Between Questions
Using Contract Expert on Business Documents

Integrations

Integration Overview
Integration with Other Oracle Applications

Validations

Validations - Overview
Contract Templates Validations
Contract Expert Validations
Business Documents Validations
Repository Validations
Deliverables Validations

Workflows

Workflows - Overview
Contract Terms Library
Repository
Deliverables

Concurrent Programs

Concurrent Programs - Overview
Contract Terms Library
Contract Expert
Repository

Seed Data

Responsibility
Deliverables
Document Types
Layout Template
Notifications

Look Up Codes

Lookup Codes

XML Reference

Contract Terms XML Reference

Sample Variable for PL/SQL Procedure Source Type

Sample for PL/SQL Procedure Source Type

Glossary

Index