Oracle Contract Lifecycle Management for Public Sector Implementation Guide

Contents

Title and Copyright Information

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Preface

Overview of Contract Lifecycle Management for Public Sector

Overview of CLM

Setup Checklist for CLM Implementation

Overview of Setting up CLM

Initial Settings for FAR / Non-FAR Documents

Initial Setup Steps

Enabling CLM Documents

Document Types and Document Styles

Document Types

Document Styles

Modifications

Attribute Setup Workbench

Introduction

Value Sets

Attributes and Attribute Groups

Functions

Templates

Simulate

Extending CLM Attributes using Attribute Setup Workbench

Document Numbering

Complex Pricing

Forms

Addresses

Predefined Attribute Groups

Setting up CLM features

Overview

Setup for Enabling Encumbrance

Sourcing Setup Steps

Configuring CLM Offices and Contacts

Integrating with FedBizOpps

Approvals Management

Setting Up Warrants

Creating a Warrant

Defining a Contracting Officer and Associating Warrants

Workload Assignment Setup Steps

FPDS-NG Setup Steps

Extensibility for Implementers

Customizing Document Submission Checks

Customizing Funds Check

Customizing the Print Function

Customizing the Contracts Function

Extending the Workload Assignment feature

Extending the Pre-Filled Information region

Profile Options in CLM for Public Sector

Profile Options

Reports

Setting Up Request Groups

Predefined Lookups in CLM

Predefined Lookups in CLM

List of XML Publisher Templates associated with Standard Forms and Document Formats

Table with XML Publisher Templates and Standard Forms

Table with XML Publisher Templates and Document Formats

Additional Resources

Related Information

Index