Oracle Contracts Implementation and Administration Guide

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Preface

Introduction to Oracle Contracts

Overview

Oracle Contracts Overview

Key Features

Contract Terms Library

Authoring Contract Terms

Contract Document Management

Contract Deliverables Management

Contract Repository

Contracts Workbench

Implementation Considerations

Overview

Installation Verification

Oracle Contracts Dependencies

Mandatory Dependencies

Conditional Dependencies

Dependency Verification

Implementation Overview

Overview

Process Description

Implementation Task Sequence for Contract Terms Library

Implementation Task Sequence for Contract Repository

Setting Up Contract Terms Library

Setting Up Operating Units

Implementing Multiple Organizations Access Control

Setting Up Profile Options

Setting Up Approvers and Approval Workflow

Setting Up Lookup Codes

Enabling Keyword Search

Setting Up Layout Templates

Using Descriptive Flexfields

Setting Up AutoNumbering

Setting Up Value Sets

Setting Up Numbering Schemes

Managing Numbering Schemes

Setting Up Function Security

Migrating Clauses to Contract Terms Library

Setting Up Contract Expert

Setting Up Contract Repository

Setting Up Contract Repository - Overview

Setting Up Operating Units

Implementing Multiple Organizations Access Control

Setting Up Profile Options

Setting Up Approval Rules

Setting Up Lookup Codes

Using Descriptive Flexfields

Setting Up AutoNumbering

Setting Up Function Security

Setting Up Contract Types

Setting Up Risks

Setting Up Contact Roles

Setting Up Access Control Lists

Setting Up Customers and Partners

Setting Up Suppliers

Setting Up Concurrent Programs

Setting Up Contracts Workbench

Deploy Searchable Objects

Contract Terms Library Administration

Contract Terms Library

Managing Standard Clauses

Creating Standard Clauses

Defining Related Clauses

Assigning Clauses to Folders

Approving Clauses

Managing Clauses Across Operating Units

Searching for Clauses

Contract Clause Analysis Report

Managing Changes to Standard Clauses

Importing Clauses

Managing Contract Templates

Creating Contract Templates

Adding Sections and Clauses

Creating Contract Template Deliverables

Validating Templates

Previewing Templates

Approving Templates

Searching for Templates

Viewing Template Clauses

Managing Changes to Contract Templates

Defining Global Templates

Viewing Contract Expert Rules

Managing Variables

Creating Variables

Searching for Variables

Displaying Clauses Using a Variable

Managing Changes to Variables

Managing Sections

Creating Sections

Searching for Sections

Updating Sections

Managing Folders

Creating Folders

Searching for Folders

Managing Changes to Folders

Considerations for Using Sections, Folders, and Clause Types

Contract Expert Administration

Overview

Managing Questions

Creating User Questions

Searching for Questions

Updating Questions

Managing Constants

Creating Constants

Searching for Constants

Managing Question Sequence

Creating Dependencies Between Questions

Using Contract Expert on Business Documents

Integrations

Integration Overview

Integration with Other Oracle Applications

Validations

Validations - Overview

Contract Templates Validations

Contract Expert Validations

Business Documents Validations

Repository Validations

Deliverables Validations

Workflows

Workflows - Overview

Contract Terms Library

Repository

Deliverables

Concurrent Programs

Concurrent Programs - Overview

Contract Terms Library

Seed Data

Look Up Codes

XML Reference

Contract Terms XML Reference

Sample Variable for PL/SQL Procedure Source Type

Sample for PL/SQL Procedure Source Type

Glossary

Index

Oracle Contracts Implementation and Administration Guide

Contents