This chapter covers the following topics:
A procurement contract is an agreement between two or more parties with certain terms and conditions. It varies with rules and businesses as defined by the parties in consideration with the governing laws. It is a template with clauses, which is applied to particular documents to make them legal documents for a business.
This section provides information on the common prerequisites, profile options, and data setups required for executing the Oracle Procurement Contracts flows. Flow specific requirements are documented along with the flow in the subsequent sections.
None.
The following profile options must be set:
| Profile Option Name | Profile Option Value | Level |
|---|---|---|
| MO: Security Profile | Vision Operations | User or Site |
Not applicable.
The following data must be set up:
Responsibility Setup Data
The following responsibilities must be available and attached to the users:
| Page Name | Field Name | Field Value |
|---|---|---|
| Contracts Templates, Clauses, Rules, and Contract Terms | Responsibility | Contract Terms Library Administrator Vision Operations |
In this flow, the contract manger applies a contracts template to a sourcing document and performs actions such as create, update, and manage on the deliverables attached to the template.
This section provides information on the common prerequisites, profile options, and data setups required to execute the Initiate Template in a Sourcing Document and Manage Deliverables flow.
Deliverable_Management
None.
Not applicable.
Not applicable.
Not applicable.
In this flow, the user creates a template with Intent as Buy and Document Type as Auction. The user can apply this template to the auction document, and the terms and conditions are attached to it in the form of clauses and deliverables.
This section provides information on the common prerequisites, profile options, and data setups required to execute the Creating Auction Document and Apply Contract Template flow.
Document_Authoring_Auction
None.
Not applicable.
Not applicable.
Not applicable.
This test flow is for creating a template and managing its attributes. The template type is added along with the document where it can be applied and corresponding clauses and deliverables are added along with the attachment of rules, as required.
This section provides information on the common prerequisites, profile options, and data setups required to execute the Creating a Template and Managing Attributes flow.
Template_Management_Basic
None.
Not applicable.
Not applicable.
Not applicable.
In this flow, the user can create a local template by copying a global template containing descriptive flexfields.
This section provides information on the common prerequisites, profile options, and data setups required for executing the Copy Global Template to Create Local Template with Descriptive Flexfields flow.
Template_Management
None.
Not applicable.
Not applicable.
Not applicable.
In this flow, the user can create a template with Intent as Buy and Document Type as RFI. The user can apply this template to the respective document and view the details on the Terms page. The user can view, update, and add contract details, such as, clauses and deliverables.
This section provides information on the common prerequisites, profile options, and data setups required to execute the Applying a Template to Request for Information (RFI) and Viewing Details in the Document flow.
Document_Authoring_RFI
None.
Not applicable.
Not applicable.
Not applicable.
In this flow, the user can create a template and a policy deviation rule. The user can attach the rule to a template and this rule can be used in the Terms page. The user can attach a template to author an RFQ with contract terms and check for the policy deviation on the RFQ with respect to the attached deviations.
This section provides information on the common prerequisites, profile options, and data setups required to execute the Create, Publish, and Activate Rules and Author a Request for Quote (RFQ) by Applying a Template with Policy Deviation Rules flow.
Policy_and_Standard_Deviations
None.
Not applicable.
Not applicable.
Not applicable.
In this flow, the user can create a template with the Intent as Buy and Document Type as RFQ. The user can apply the template to the RFQ and view details on the Terms page. The user can view, add, and update contract details, such as, clauses and deliverables.
This section provides information on the common prerequisites, profile options, and data setups required to execute the Applying a Template to RFQ and Viewing Details in the Document flow.
Document_Authoring_RFQ
None.
Not applicable.
Not applicable.
Not applicable.
In this flow, the user can create a template with Intent as Buy and Document Type as Standard Purchase Order. The user can apply the template to the standard purchase order document and view the details on the Terms page. The user can view, add, and update the contract details, such as, clauses and deliverables.
This section provides information on the common prerequisites, profile options, and data setups required to execute the Applying a Template to Standard Purchase Order and Viewing Details in the Document flow.
Document_Authoring_SPO
None.
Not applicable.
Not applicable.
Not applicable.
In this flow, the user can create a template with Intent as Buy and Document Type as CPA. The user can apply a template to the CPA document and view the details on the Terms page. The user can view, update, and add the contract details, such as, clauses and deliverables.
This section provides information on the common prerequisites, profile options, and data setups required to execute the Applying a Template to Contract Purchase Agreement (CPA) and Viewing Details in the Document flow.
Document_Authoring_CPA
None.
Not applicable.
Not applicable.
Not applicable.
In this flow, the user can create a template with Intent as Buy and Document Type as BPA. The user can apply the template to the BPA document and view the details on the Terms page. The user can view, update, and add the contract details, such as, clauses and deliverables.
This section provides information on the common prerequisites, profile options, and data setups required to execute the Applying a Template to Blanket Purchase Agreement (BPA) and Viewing Details in the Document flow.
Document_Authoring_BPA
None.
Not applicable.
Not applicable.
Not applicable.
In this flow, the user can create a template with Intent as Buy and Document Type as Blanket Purchase Agreement (BPA). The user can apply the template to the BPA document and view the details on the Terms page. The user can view, update, and add the contracts details, such as clauses and deliverables. The user can then run the Contract Expert feature and observe the outcomes.
This section provides information on the common prerequisites, profile options, and data setups required to execute the Applying a Template to Blanket Purchase Agreement, Viewing the Details in the Document, and Running Contract Expert Feature flow.
Contracts_Expert_with_SPO
None.
Not applicable.
Not applicable.
Not applicable.
In this flow, the user can create clauses and analyze them from the Contract Terms Library clause reports. The user can check the variants and different clauses with search criteria.
This section provides information on the common prerequisites, profile options, and data setups required to execute the Analysis of Clauses Report From the Contact Terms Library flow.
This flow comprises of the following sub-flows:
Clause_Analysis_For_Clause_Setup_MainClause_Template_Setup_1
Clause_Analysis_For_Clause_Setup_MainClause_Template_Setup_2
Clause_Analysis_For_Clause_Setup_MainClause_Template_Setup_3
The user must execute these in the listed sequence.
None.
Not applicable.
Not applicable.
Not applicable.
In this flow, the user can apply templates of documents with Intent as Sell and Buy, to the contracts and changes are performed, such as, adding clause conditions and new clauses. This is traced as part of contract deviation on the Contract Deviation page to know the deviations made from the existing contract.
This section provides information on the common prerequisites, profile options, and data setups required to execute the Performing and Observing Contract Deviations on Various Document With Intent as Buy and Document Type as Standard Purchase Order, and Request For Quotation and Intent as Sell Sales Order, and Running Contract Expert Feature flow.
Contract_Deviations
None.
Not applicable.
Not applicable.
Not applicable.