This chapter contains the order in which the Oracle Sales Contracts implementation tasks must be performed
This chapter covers the following topics:
Contract Terms Library is the main component of Oracle Sales 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 templates.
Contract Expert rules that define conditions under which:
Additional clauses may be added to business documents.
Deviations from standard corporate policies can be identified and reported.
Before installing Oracle Sales Contracts, you must install Oracle Order Management. To use additional functionality provided by these applications, you must install Oracle Quoting and Oracle iStore.
The following table describes a typical implementation process specific to Oracle Sales Contracts. Refer to the Oracle Quoting and Oracle Order Management documentations for detailed setup steps for these applications.
| 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 AutoNumbering | No | System Administrator |
| 9 | Set up value sets | Yes | System Administrator |
| 10 | Set up numbering schemes | No | Contract Terms Library Administrator |
| 11 | Set up function security | No | System Administrator |
| 12 | Migrate clauses to contract terms library | Yes | Contract Terms Library Administrator |
| 13 | Import clauses from external sources | No | Contract Terms Library Administrator |
| 14 | Associate Layout templates to transaction types | Yes | Order Management Super User |
| 15 | Customize Contract Terms RTF Stylesheet | Yes | XML Publisher Administrator |
| 16 | Customize Contract Terms RTF Stylesheet | Yes | Order Management Super User |