Oracle Contract Lifecycle Management for Public Sector Implementation Guide

Contents

Title and Copyright Information

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Preface

Overview of Contract Lifecycle Management for Public Sector

Overview of CLM

Setup Checklist for CLM Implementation

Overview of Setting Up CLM

Oracle Contract Lifecycle Management for Public Sector Command Center Setup

Setting Up CLM Command Center
Setup and Configuration Steps for CLM Command Center
Setting Profile Options for CLM Command Center
Loading CLM Procurement Data
Reviewing Security Rules and Document-Level Security for CLM Procurement Documents

Initial Settings for FAR / Non-FAR Documents

Initial Setup Steps
Function Security
CLM Seed Data Processor Concurrent Program
Enabling CLM Documents

Purchasing Options

Overview
CLM Controls

Document Types, Document Styles and Line Types

Document Types
Document Styles
Line Types
Setup Considerations for Modifications

Attribute Setup Workbench

Introduction
Value Sets
Attributes and Attribute Groups
Functions
Templates
Simulate

Extending CLM Attributes using Attribute Setup Workbench

Document Numbering
Complex Pricing
Forms
Addresses
Predefined Attribute Groups

Setting Up CLM features

Overview
Setup for Enabling Encumbrance
Sourcing Setup Steps
Personalizing the CLM Interface
Configuring CLM Offices and Contacts
Approvals Management
Setting Up Warrants
Creating a Warrant
Defining a Contracting Officer and Associating Warrants
Workload Assignment Setup Steps
Setting Up Closeout Checklist Templates
Closeout Workflow
Post Award Requests (PAR) Setup Steps
Setting Up ELINs and CDRLs
Setting up Small Business Coordination Record (DD-2579)
Military Interdepartmental Purchase Request (MIPR) Setup Steps
Setting up Purchase Request Data Standard (PRDS) Inbound
Setting up Purchase Request Data Standard (PRDS) Outbound
Tax Calculation in Oracle CLM Purchasing

Setting Up G-Invoicing

G-Invoicing Overview
Setting Up G-Invoicing
Administering G-Invoicing
Organizational Groups in G-Invoicing and Oracle E-Business Suite
Setting Up Access Control
Setting G-Invoicing Options
Pulling Organizational Groups and Data
Pulling TAS-BETC Details for a Group
Pulling GT&Cs
Pulling Groups for GT&Cs
Pushing and Pulling IGT Orders
Pulling and Pushing Performance Records
Intragovernmental Performance Integration with Oracle Payables
Intragovernmental Performance Integration with Receiving
Intragovernmental Deferred Performance Integration Program
Viewing Request Status and Group Information
Configuring Descriptive Flexfields for GT&C and Agency Information
Configuring Descriptive Flexfields for Performance Accounting Transactions

Integrating with Other Systems

Overview
Setting up Purchase Request Data Standard (PRDS) Inbound
FPDS-NG Setup Steps
Integrating with System for Award Management (SAM)
Integrating with ORCA
Setting Up REST Services to Verify Vendor Eligibility
Integrating with EDA
Setting up Clause Logic Service (CLS)
Procurement Data Standard (PDS) Inbound

Extensibility for Implementers

Creating Modifications Using a Procedure
Customizing Document Submission Checks
Customizing Funds Check
Customizing the Print Function
Extending the Workload Assignment Feature
Extending the Pre-Filled Information for FPDS-NG reporting
Customizing Contract Clause Sorting
Customizing the Contracts Function
Document Numbering for Acquisition Plan and SBCR
Customizing GL Date Defaults
Customizing Novation Exceptions
Extending EDA
Extending MIPR
Customizing ACRN Generation
Repository Contract Printing
Multi-Row Variables

Extending System Generated Description (SGD)

Overview
Customizing SGD
Technical Considerations while Customizing SGD

Profile Options in CLM for Public Sector

Profile Options

Reports

Setting Up Request Groups

Predefined Lookups in CLM

Predefined Lookups in CLM

List of XML Publisher Templates associated with Standard Forms and Document Formats

XML Publisher Templates for Standard forms for Awards/IDVs/Solicitations
XML Publisher Templates and Document Formats for Awards/IDVs/Solcitations
XML Publisher Data Definitions for Awards/IDVs/Solicitations
Other XML Publisher Templates

List of Federal Attributes used in Contract Expert

Federal Attributes in Contract Expert

Attribute and Usage for Templates in G-Invoicing

Attributes and Usages
Attribute Groups, Actions, and Functions for Templates in G-Invoicing

Additional Resources

Related Information

CLM Glossary

Index