Implementation Overview

This chapter contains the order in which the Oracle Procurement Contracts implementation tasks must be performed.

This chapter covers the following topics:

Process Description

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.

Implementation Task Sequence

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 Set up sections Yes Contract Terms Library Administrator No
19 Set up standard clauses Yes Contract terms Library Administrator No
20 Set up contract templates Yes Contract Terms Library Administrator No
21 Set up contract expert No Contract Terms Library Administrator No
22 Set up contract repository No Contracts Workbench Administrator Yes
23 Set up contract workbench No Contracts Workbench Administrator Yes