This chapter describes the implementation process and the steps required to implement Oracle Contracts.
This chapter covers the following topics:
Mandatory implementation steps are required for Oracle Contracts to function properly. Topics include:
Contract Terms Library and Contract Repository are the main components of Oracle Contracts.
In an organization, the business practices group and legal professionals can use Contract Terms Library to create and manage a library that contains:
All the standard business and legal language as well as company-standard contract boilerplates (templates).
Contract Expert rules that define conditions under which:
Additional clauses can be added to a business document.
Deviations from standard corporate policies can be identified and reported.
Contract Repository enables you to create miscellaneous contracts, such as license agreements, nondisclosure agreements, and merger agreements, which are not specifically related to the functionality of other Oracle applications. You can also create miscellaneous agreements, such as License and Human Resource agreements, that are outside the normal purchasing or sales flows and for which full execution capabilities may not be required. Also, you can consider using Contract Repository for storing and managing legacy procurement or sales contracts that have limited execution needs.
To effectively implement Contract Terms Library, you must perform the following tasks:
Set up profile options.
Set up operating units for global and local implementation.
Set up lookup codes.
Migrate clauses from external sources to Contract Terms Library.
Additional setup is required to use the following features:
Complex Workflow Approvals of clauses and templates. For information about setting up workflow for approvals, see Oracle Workflow Administrator's Guide.
Keyword search in the contract terms library. For more information, see the Enabling Keyword Search section.
To effectively implement Contract Repository, you must perform the following tasks:
Set up operating units.
Set up approval rules.
Set up contract types.
The following table describes the implementation process for Contract Terms Library:
| Step | Description | Mandatory | Performed by Seeded Responsibility |
|---|---|---|---|
| 1 | Set up operating units | Yes | Human Resources Manager |
| 2 | Implement Multi-Org access control | No | Human Resources Manager |
| 3 | Set up profile options | Yes | System Administrator |
| 4 | Set up approvers and workflows | Yes | Human Resources Manager and Workflow Builder |
| 5 | Set up lookup codes | Yes | Applications Developer |
| 6 | Enable keyword search | Yes | System Administrator |
| 7 | Set up layout templates | Yes | XML Publisher |
| 8 | Set up descriptive flexfields | No | System Administrator |
| 9 | Set up AutoNumbering | No | System Administrator |
| 10 | Set up value sets | Yes | System Administrator |
| 11 | Set up numbering schemes | No | Contract Terms Library Administrator |
| 12 | Set up function security | No | System Administrator |
| 13 | Migrate clauses to contract terms library | Yes | Contract Terms Library Administrator |
| 14 | Import clauses from external sources | No | Contract Terms Library Administrator |
The following table describes the implementation process for Contract Repository:
| Step | Description | Mandatory | Performed by Seeded Responsibility |
|---|---|---|---|
| 1 | Set up operating units | Yes | Human Resources Manager |
| 2 | Implement Multi-Org Access Control | No | Human Resources Manager |
| 3 | Set up profile options | No | System Administrator |
| 4 | Set up approval rules | Yes | Oracle Approvals Manager |
| 5 | Set up lookup codes | No | System Administrator |
| 6 | Set up descriptive flexfields | No | System Administrator |
| 7 | Set up AutoNumbering | No | System Administrator |
| 8 | Set up function security | No | System Administrator |
| 9 | Set up contract types | Yes | Contracts Workbench Administrator |
| 10 | Set up risks | No | Contracts Workbench Administrator |
| 11 | Set up contact roles | No | Contracts Workbench Administrator |
| 12 | Set up access control list | Yes | Human Resources Manager |
| 13 | Set up customers and partners | No | Customers Online Manger |
| 14 | Set up suppliers | No | Payables Manager |
| 15 | Set up concurrent programs | Yes | System Administrator |
| 16 | Set up Contracts Workbench | No | Functional Administrator |
| 17 | Deploy Searchable Objects | Yes | Application Search Administration |