Setup Checklist for CLM Implementation

Overview of Setting up CLM

To start setting up CLM using the tabular setup steps below, the pre-requisites that need to be completed are:

Please use the System Administrator responsibility for the initial steps such as adding CLM seeded responsibilities for your users, setting profile option values, etc.

Some of the steps below are mandatory to be set up (they are marked as Required), while other steps are Optional. You need to perform Optional steps only if you plan to use the related feature or complete certain business functions. The following table lists setup steps and also mentions the application in which the setup step should be done.

Step No. Required Step Application
1. Required Add CLM pre-defined responsibilities for your users Common Applications
2. Required Set Up Profile Options for CLM Common Applications
3. Required Set Up Sourcing Sourcing
4. Required Set Up Document Styles for Purchasing Documents Purchasing
5 Optional Set Up Warrants Purchasing
6. Required Set Up Printing Sourcing and Purchasing
7. Required Attribute Setup Workbench Purchasing
8. Required Set Up Extra Information Types for Contacts and Offices HRMS
9. Required Configure Document Numbering Purchasing
10. Optional Set Up for Enabling Encumbrance Purchasing
11. Required Approvals Management Engine (AME) HRMS & Purchasing
12. Optional Workload Assignments Purchasing
13. Optional Federal Procurement Data System-Next Generation (FPDS-NG) Purchasing

Given below is a brief description of each of the setup steps you need to perform for CLM. Please note that the implementation details are in subsequent chapters.

  1. Add CLM pre-defined responsibilities for your users

    Using the System Administrator responsibility, navigate to Security > User > Define and add the required pre-defined CLM responsibilities for your users.

    For more information on the pre-defined CLM responsibilities, please refer to the section Initial Setup Steps in the chapter Initial Settings for FAR / Non-FAR Documents.

  2. Set Up Profile Options for CLM

    You need to set the appropriate values for certain given profile options in order to enable CLM for use. Using the System Administrator responsibility, navigate to Profile > System. The list of profile options and their expected values is in the section Initial Setup Steps in the chapter Initial Settings for FAR / Non-FAR Documents.

  3. Set Up Sourcing

    Using the Sourcing Super User responsibility or a similar responsibility that gives you access to the Sourcing > Administration tab, set up the following:

    • Specify Standard Forms and Document Formats to view and print documents.

    • Select Notification Subscription options for buyers and suppliers.

    • Configure Negotiation Styles for Solicitation Document Type.

    • Setup steps to integrate with FedBizOpps.

    Please refer to the section Setup Sourcing Steps in the chapter Setting up CLM Features for the first three Sourcing steps. Please refer to the section Integrating with FedBizOpps in the chapter Setting up CLM Features for the setting up Sourcing to work with FedBizOpps.

  4. Set Up Document Styles for Purchasing Documents

    Using a Purchasing responsibility that gives you access to the Setup windows and pages, navigate to Setup: Purchasing > Document Styles. Using the Document Styles page, you can enable a purchasing document as a CLM document or not.

    For more information on configuring document styles, please refer to the section Document Styles in the chapter Document Types and Document Styles.

  5. Set Up Warrants

    The Federal Government grants Contracting Officers the authority to obligate money on behalf of the government via a warrant. Warrants are generally granted for specific amount limits. To set up warrants, you must complete a number of steps using the Purchasing Super User responsibility.

    See: Setting Up Warrants

  6. Set Up Printing

    • Purchasing Documents: Use the Forms region in the Document Styles page to set up the XML Publisher templates you need to use with the Standard Forms and Document Formats. For more information on the Forms region, please refer to the section Document Styles in the chapter Document Types and Document Styles.

    • Solicitation Document: Use the Forms region in the Negotiations Configuration page to set up the XML Publisher templates you need to use with the Standard Forms and Document Formats. For more information on the Forms region in the Negotiations Configuration page, please refer to the section Setup Sourcing Steps in the chapter Setting up CLM Features.

    • For more information, please refer to the Appendix - List of XML Publisher Templates associated with Standard Forms and Document Formats.

  7. Attribute Setup Workbench

    Use the Attribute Setup Workbench to define new attributes, group them, and associate that group to one or more type of documents transacted within CLM. Additionally, decide where and how attribute groups must render, and associate actions to configure the behavior of the attribute groups.

    See: Attribute Setup Workbench

  8. Set Up Extra Information Types for Contacts and Offices

    Use the Extra Information Types (EIT) Framework of Oracle HRMS to setup locations as CLM Offices and persons as CLM Contacts. For more information, please refer to the section Configuring CLM Offices and Contacts in the chapter Setting up CLM Features.

  9. Configure Document Numbering

    • If using predefined document numbering scheme, set up and enable document numbering.

    • If defining document numbering, use Attribute Setup Workbench to define the details.

    See: Extending CLM Attributes using Attribute Setup Workbench

  10. Set Up for Enabling Encumbrance

    If you require encumbrance / funding information in the CLM documents, perform the setup steps in Purchasing to enable encumbrance. For more information, please refer to the section Setup for Enabling Encumbrance in the chapter Setting up CLM Features.

  11. Approvals Management Engine (AME)

    Approvals Management uses Oracle Workflow and Oracle Approvals Management Engine (AME) to create and define approval hierarchies, approval rules and link them to various CLM documents.

    For more information, please refer to the section Approvals Management in the chapter Setting up CLM Features; also refer to the Document Types and Document Styles chapter to setup approval options.

  12. Workload Assignments

    This is the activity of assigning a responsible Buyer (by a Workload Administrator) to a collection of lines on a Purchase Request document for purposes of administering Pre-award procurement activities. The assignment will include an estimated completion date and will allow for calculation of suspense periods as determined by the Workload Administrator as well as allowing for tracking of historical buyer changes during the assignment period.

    For more information, please refer to the section Workload Assignment Setup Steps in the chapter Setting up CLM Features.

  13. Federal Procurement Data System-Next Generation (FPDS-NG)

    CLM integrates with FPDS-NG by providing users the ability to update FPDS-NG information from within the system, create, update, and link Contract Action Reports (CARs) to CLM documents, etc.

    For more information, please refer to the section FPDS-NG Setup Steps in the chapter Setting up CLM Features.