Oracle Contract Lifecycle Management for Public Sector Purchasing User Guide

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Preface

Key Concepts in Public Sector Procurement

Overview of Oracle Contract Lifecycle Management for Public Sector

Document Numbering

Contract Line / Sub-Line (CLIN / SLIN)

Exhibit Line / Contract Data Requirements List (ELIN/CDRL)

Oracle Contract Lifecycle Management for Public Sector Command Center

Contract Lifecycle Management (CLM) for Public Sector Command Center Overview

Overview of Dashboards for Contracting Officers

CO Requisitions Dashboard

CO Solicitations Dashboard

CO IDVs Dashboard

CO Awards Dashboard

Acquisition Plan Summary

Overview

Acquisition Plan Summary Home Page

Creating and Managing an Acquisition Plan Summary

Actions on an Acquisition Plan Summary

Using Acquisition Plan Summary in CLM Documents

Buyer Work Center

Buyer Work Center - An Overview

Requisitions

Summary

Overview of Requisition Amendments

Assignments

Post Award Requests

Awards

Indefinite Delivery Vehicles (IDVs)

Quick Update of Supplier Profiles

Printing Supplier Name Attributes in the PDF Output of Standard Forms

Company Profile Information

Terms and Control

Contract Administration

Protests

Using FAR and non-FAR Transactions

Workload Assignments

Overview

Using Workload Assignments from the Requisitions page

Buyer Workload page

Assignment Summary page

Multiple Awards and Umbrella Programs

Overview

Multiple Awards and Umbrella Programs Scenarios

Awards

An Overview of Awards

Funding an Award from Requisitions

Creating an Award

Award Header

Attachments

Address and Supplier Details

Linking Requisition Lines

Distributions

Update FPDS-NG Reporting Information action

Integration with System for Award Management (SAM)

Warrants for Awards

Approving an Award

Electronic Signature for an Award

View Action History

Update Approved Award without a Modification

Closeout of Awards

Manage Deliverables

Verify Vendor Eligibility

Wage Determination

Complex Work Orders

Indefinite Delivery Vehicles (IDVs)

Overview of IDVs

Creating an IDV

IDVs in Buyer Work Center

IDV Header

Addresses and Supplier Details

IDV Lines

Update FPDS-NG Reporting Information action

Integrating with System for Award Management (SAM)

Warrants for IDVs

Approving an IDV

Electronic Signature for an IDV

Updating an approved IDV without Modification

Closeout of IDVs

Verify Vendor Eligibility

Orders Referencing IDVs

Overview

Creating an Order Referencing an IDV

Ordering Constraints

Post Award Requests

Overview of Post Award Requests

Creating and Using Post Award Requests

Modifications

Modifications Overview

Creating a Modification

Modification Header

Address and Supplier Details

Modification Lines

Schedules (for Award Modifications only)

Distributions (for Award Modifications only)

Copying Attachments

Global Updates on a Modification

Actions on a Modification

Update FPDS-NG Reporting Information action

Warrants for a Modification

System Generated Description

Approving a Modification

Electronic Signature for a Modification

View Base Document

Concurrent Modifications

G-Invoicing

G-Invoicing Overview

Introduction for Requesting Agencies

General Terms and Conditions (GT&Cs)

Defining Business Application in G-Invoicing

IGT Requisitions

IGT Orders

Creating an IGT Order

Updating IGT Orders

Creating IGT Orders Using Intragovernmental Requests

Funds Movement for Modification of Order Lines with Requisitions

Importing IGT Orders Created in the Federal G-Invoicing Application

Seller-Facilitated Orders (SFO) for the Requesting Agency

The 7600B Document

IGT Modifications

Support for Admin Modification in SFO

IGT Performance

Performance Accounting for Intragovernmental Transactions

Intragovernmental Performance Integration with Payables

Intragovernmental Performance Integration with Receiving

Design Considerations for Performance Accounting

Prepayment Invoice Creation During Advance Performance Submission

Receipt Creation During Delivered Performance Integration with Receiving

Standard Invoice Creation During Delivered or Received Performance Integration with Payables

Receipt Correction for an Adjustment to Delivered Performance Integration with Receiving

Credit Memo Creation During an Adjustment to Delivered or Received Performance Integration with Payables

When FOB is Source or Origin (Two-Way)

When FOB is Destination or Other (Three-Way and Invoice Match Option is Receipt)

Integrate Deferred Performance for Journal Entry Creation

Running the Deferred Performance Interface Program

Journal or Reversal Journal in Purchasing Subledger Setup

API Support for G-Invoicing Flows

Closing and Reopening IGT Orders

Closing an IGT Order

Reopening an IGT Order

Support for In-Flight Order (IFO) from Requesting Agency

Process Flow for E-Business and G-Invoicing Maintained (New Order)

Pulling In-Flight Orders into Oracle CLM or Purchasing

Impact of In-Flight Orders in CLM or Purchasing

Pre-paid Advance Management

Support for 7600EZ Invoicing

Intragovernmental 7600EZ Invoice Interface Program

Pulling an EZ Invoice

Accepting or Rejecting an EZ Invoice

Reverse a 7600EZ Invoice

Contract Administration

Overview

Multiple Modifications

Closeout

Small Business Coordination Record (DD-2579)

Overview

Creating a Small Business Coordination Record

Federal Procurement Data System – Next Generation (FPDS-NG)

Overview

Reporting Methods

Edit FPDS-NG Reporting Information page

Contract Terms

Using Contract Expert

Managing Deliverables

Contract Actions

Managing Sections

Clause Logic Service (CLS)

Approvals

An Overview of Approvals Management

Viewing and Responding to Approval Notifications

Bilateral Signature

Document Submission Checks

Contract File

Overview

Structure of a Contract File

Online Representations and Certifications Application (ORCA)

Overview

Extracting ORCA Details via CLM Documents

Electronic Document Access (EDA)

Overview of EDA

Receiving

Key Features of Receiving

Receipts

Entering Receipt Lines

Cascading Receipts and Receiving Transactions

Express Receipts and Receiving Transactions

Returns

Corrections

Unordered Receipts

Receiving Transactions

Inspecting Received Items

Managing Shipments

Transaction Status Information

Reports

Overview

FPDS Compliance Report

SAM Compliance Report

Awards by COR Report

Awards by Status Report

Attribute Setup Workbench

Introduction

Value Sets

Attributes and Attribute Groups

Functions

Templates

Simulate

Extending CLM Attributes using Attribute Setup Workbench

Predefined Attribute Groups

Predefined Attributes in G-Invoicing

Predefined Attributes in G-Invoicing

Windows/Pages and Navigation Paths

Common CLM Functionality

Document Numbering

Contract Line / Sub-Line (CLIN / SLIN)

Exhibit Line / Contract Data Requirements List (ELIN/CDRL)

Options

Pricing

Funding

Lock Types in Concurrent Modifications

Attribute List with Lock Types

Copy Action

Copy Action

Troubleshooting Tips

Multiple Modifications for Supplier Change

CLM Glossary

Index

Oracle Contract Lifecycle Management for Public Sector Purchasing User Guide

Contents