Getting Started with PeopleSoft Supplier Contract Management

This chapter provides an overview of Oracle's PeopleSoft Enterprise Supplier Contract Management and discusses:

PeopleSoft Supplier Contract Management integrations.
PeopleSoft Supplier Contract Management implementation.

PeopleSoft Supplier Contract Management Overview

Supplier Contract Management provides you with the framework to create and manage the transactional procurement contracts used for executing purchases, as well as providing robust document management authoring capabilities to create and manage the written contract document using Microsoft Word. The system also provides a structured method to develop and manage the contract clause library and the life cycle and approval processing for documents.

Using the application, you can:

Create transactional purchasing contracts for purchase execution.
Develop contract clause libraries, document configurators, and user-defined wizards used for document generation.
Author contract documents related to the transactional purchasing contract using the contract library.
Author ad hoc type documents that are not related to the transactional purchasing contract using the contract library.
Create document types to categorize and control the life-cycle management of various contract and noncontract-related documents you want to maintain, such as requests for contracts or nondisclosure agreement-type documents.
Create, update, and monitor contract agreements to track deliverables and compliance for PeopleSoft Purchasing contracts and PeopleSoft Strategic Sourcing requests for quotes.
Manage the document life cycle and track executed contracts and amendments.
Import legacy documents into the document authoring system, and include them for indexing in the Verity search repository for those formats supported by Verity.
Import clauses from existing Microsoft Word contracts by tagging them using Microsoft Word 2003 Professional Edition, and uploading the file.
Perform robust searches for contract and clause library content and related field information.
Provide users with a native Microsoft Word environment in which they can work with documents.

Note. Make sure you are using the latest service pack (SP) of Microsoft Office Word 2003, at least SP1, and that the application is a part of Microsoft Office Professional Edition 2003. The Standard version is not sufficient for editing and maintaining PeopleSoft custom Extensible Markup Language (XML) tags.
Incorporate workflow approvals for document and clause approvals.
Collaborate with internal users on contracts.
Send contracts to suppliers and track them.
Syndicate supplier contracts to other transactional systems.

PeopleSoft Supplier Contract Management Integrations

This process flow illustrates the PeopleSoft Supplier Contract Management integrations with other PeopleSoft applications:

Supplier Contract Management integrations

Supplier Contract Management integrates with the following PeopleSoft applications:

PeopleSoft Purchasing
PeopleSoft eProcurement
PeopleSoft Strategic Sourcing

Purchasing

Supplier Contract Management includes a transactional contract definition entry page that is fully integrated to Purchasing for purchase order creation, integration to requests for quotes, and accounts payables. In addition, using the transactional contract definition, you have access to Supplier Contract Management's electronic contract repository, document authoring capabilities, and contract compliance monitoring features. Within the transactional contract component, you can generate an authored contract. Using the authoring system, you can create document clauses that link to transactional information, such as vendor and item IDs included on the contract, and then use that information to create the contract document.

Purchasing also provides you the capability to generate contract request type documents within Supplier Contract Management documents through the Add/Update Requisition page. You can either create a document for use with a requisition or maintain a document that exists for the requisition. This feature also enables you to collect user responses related to contract requests that the system can later provide to contract specialists when they are authoring the contract document itself. When the requisition is approved, and the system creates the corresponding transactional contract through the request for quote or through the Strategic Sourcing award process, the system can carry forward responses to wizard requisition questions for the contract specialist to use to generate the formal contract document.

Note. If you used the PeopleSoft Purchasing Add/Update Contract component prior to installing Supplier Contract Management, the system loads those existing contracts into the Supplier Contract Management Contract Entry component. After you implement Supplier Contract Management security, you should disable the Add/Update Contract component in Purchasing.

PeopleSoft eProcurement

PeopleSoft eProcurement provides you the capability to generate contract request type documents within Supplier Contract Management documents through the eProcurement requisition page. You can either create a document for use with a requisition or maintain a document that exists for the requisition. This feature enables you to collect user responses related to contract requests that the system can later provide to the contract specialist when authoring the contract document itself. When the requisition is approved and the system creates the corresponding transactional contract through the request for quote or through the Strategic Sourcing award process, the system can carry forward the responses to wizard requisition questions for the contract specialist to use to generate the formal contract document.

Strategic Sourcing

The Strategic Sourcing application provides integration for agreements. These are deliverables that are included in the event (request for proposals). Agreements can reference the Supplier Contract Management clause library for content, which the system includes on event header or line bid factors. When you award an event to a contract, the system transfers agreement information to the transactional contract, including contract-specific agreement clauses that you can include in the final contract document.

PeopleSoft Supplier Contract Management Implementation

PeopleSoft Setup Manager enables you to review a list of setup tasks for the organization for the products that you are implementing. The setup tasks include the components that you must set up, listed in the order in which you must enter data into the component tables, and links to the corresponding PeopleBook documentation.

Supplier Contract Management also provides component interfaces to help you load data from the existing system into Supplier Contract Management tables. Use the Microsoft Excel to Component Interface utility with the component interfaces to populate the tables.

Other Sources of Information

In the planning phase of the implementation, take advantage of all PeopleSoft sources of information, including the installation guides, table-loading sequences, data models, and business process maps. A complete list of these resources appears in the preface in the PeopleSoft Enterprise Application Fundamentals 9.0 PeopleBook, with information about where to find the most current version of each.