This chapter covers the following topics:
In procurement organizations, there is a need to author and negotiate procurement contracts using accepted legal and business terms. Many of these contracts tend to be similar in nature and can be created from previously defined templates. The Oracle Procurement Contracts Contract Terms Library is a repository of such templates and terms (clauses). This library also contains a repository of custom contract expert rules which bring in additional required clauses into a contract. These rules are based on information that is available in the contract or from additional questions to which contract authors respond during authoring. Procurement and Sourcing professionals can then create documents (including request for quotations (RFQ), blanket purchase agreements, and purchase orders) using standard templates, clauses, and contract expert rules. Setting up business documents and the Oracle Procurement Contracts Contract Terms Library are important steps in implementing Oracle Procurement Contracts.
Before installing Oracle Procurement Contracts, you must install Oracle Purchasing.
You also need to install Oracle Sourcing and Oracle iSupplier Portal, if you are planning to utilize additional contract functionality provided by these applications.
For more information, see Oracle Procurement Contracts Dependencies .
The following table describes the implementation process for Oracle Procurement Contracts:
Step | Description | Mandatory | Performed by Seeded Responsibility | One Time Set Up |
1 | Set up organizations | Yes | Oracle Purchasing Super User | Yes |
2 | Set up profile options | Yes | System Administrator | Yes |
3 | Set up approval workflows | Yes | Oracle Workflow Administrator | Yes |
4 | Set up lookup codes | Yes | System Administrator | No |
5 | Enable keyword search | Yes | Contract Terms Library Administrator | No |
6 | Set up layout template | Yes | XML Publisher Administrator | Yes |
7 | Set up purchasing document format | Yes | Purchasing Super User | Yes |
8 | Associate layout template to document types | Yes | Purchasing Super User | Yes |
9 | Set up descriptive flexfields | No | System Administrator | Yes |
10 | Set up AutoNumbering | No | System Administrator | Yes |
11 | Set up value sets | Yes | System Administrator | No |
12 | Set up function security | No | System Administrator | Yes |
13 | Migrate clauses to contract terms library | Yes | Contract Terms Library Administrator | Yes |
14 | Import clauses from external sources | No | Contract Terms Library Administrator | No |
15 | Set up contract folders | No | Contract Terms Library Administrator | No |
16 | Set up variables | No | Contract Terms Library Administrator | No |
17 | Set up numbering schemes | No | Contract Terms Library Administrator | No |
18 | Deploy Searchable Objects | Yes | Application Search Administration | Yes |
19 | Set up sections | Yes | Contract Terms Library Administrator | No |
20 | Set up standard clauses | Yes | Contract terms Library Administrator | No |
21 | Set up contract templates | Yes | Contract Terms Library Administrator | No |
22 | Set up contract expert | No | Contract Terms Library Administrator | No |
23 | Set up contract repository | No | Contracts Workbench Administrator | Yes |
24 | Set up contract workbench | No | Contracts Workbench Administrator | Yes |