This appendix lists all the information that is predefined in Oracle Sales Contracts.
This appendix covers the following topics:
The seeded responsibilities are:
Contracts Workbench Administrator
Contracts Workbench User
Contract Terms Library Administrator
This responsibility can be used only if the MO: Operating Unit profile option has a value that is assigned either at the site level or for this responsibility.
To create new responsibilities for the Contract Terms Library, use the following:
Root Menu: OKC Contracts Application HTML Root Menu
Data Group: Standard
Request Group: Contract Terms Request Group
To create new responsibilities for the Contracts Workbench, use the following:
Root Menu: OKC Contract Repository Root Menu
Request Group: Contract Repository Requests (available to the Contracts Workbench Administrator responsibility)
Note: Changing the seeded menu structure is not recommended. You must first customize the standard menus, and then create responsibilities.
The following table displays the seeded document types:
| Name | Description | Document Class | Application |
|---|---|---|---|
| B | Sales Agreement | SO | Oracle Order Management |
| O | Sales Order | SO | Oracle Order Management |
| QUOTE | Quote | QUOTE | Oracle Order Capture |
To print contract documents and the Deviations reports, the application provides seeded layout templates in Oracle XML Publisher.
The layout templates are stored in the XML Publisher Layout Template repository.
The seeded layout templates for printing contract terms are:
Oracle Contract Terms Template
Contract Terms Template
Contract Terms Layout Template for iStore
Note: The Contract Terms Layout Template for iStore layout template does not print the clause title. It prints only the clause text under the respective sections.
The following table displays the seeded layout templates for the Deviations report:
| Name | Type | Description |
|---|---|---|
| Contract Deviations Order Management Template | RTF | The main Rich Text Format template for Order Management. |
| Contract Deviations Template for Quoting | RTF | The main Rich Text Format template for Quoting. |
| Contract Deviations Report Template | RTF | Sub-template for contract deviations summary details. |
| Contracts RTE Handler Template | XSL-FO | Sub-template for handling HTML tags that are used in Rich Text Editor for contracts. |
| Contract Deviations Constants Template | XSL-FO | Sub-template containing all context information. |
| Contract Deviations Variable Resolution Template | XSL-FO | Sub-template for variables resolution. |
| Contract Deviations Table Variable Resolution for Sell Side | XSL-FO | Sub-template for resolving the table-type variables in sell-side documents. |
The following table lists the different types of notifications that are seeded in Oracle Contracts:
| Type | Business Context | Description |
|---|---|---|
| Clauses | Clause submitted for approval | Notifies the global or local organization approvers when a global or local clause requires approval. |
| Clauses | Global Clause approved | Sends a notification to the requestor and library administrators of local organizations when a global clause is approved. |
| Clauses | Clause rejected | Sends a notification to the requestor in a global or local organization when a clause is rejected. |
| Clauses | Auto-adoption of global clause | Sends a notification to the library administrator of a local organization when a global clause is automatically adopted in that organization. |
| Clauses | Global clause available for adoption | Notifies the library administrator of a local organization when a global clause is available for adoption. |
| Clauses | Clause requiring approval for adoption | Sends a notification that a global clause was adopted in a local organization and submitted for approval. |
| Clauses | Clause adoption approved | Sends a notification that a global clause was approved for adoption in a local organization. |
| Clauses | Clause adoption rejected | Sends a notification that a global clause was rejected for adoption in a local organization. |
| Contract Templates | Contract template submitted for approval | Notifies global or local organization approvers when a global or local template requires approval. |
| Contract Templates | Contract template approved | Sends a notification to requestor when a contract template is approved. |
| Contract Templates | Contract template rejected | Sends a notification to requestor in a global or local organization when a contract template is rejected. |
| Repository | Approval request notification | Notifies the contract approver when a contract requires approval. |
| Repository | Contract approved notification | Notifies the contract approval requester that the contract has been approved. |
| Repository | Contract rejected notification | Notifies the contract approval requester that the contract has been rejected. |
| Repository | Contract expiration notification | Notifies the contract administrator that a contract is about to expire. |
The following table lists the system variables that are used in Oracle Sales Contracts.
| Level | Name | Description | Type | Used by | Available for |
|---|---|---|---|---|---|
| Header | OKC$S_ACTIVATION_DATE | Activation Date | System | Sales Agreement | Clause Inclusion |
| Header | OKC$S_ADJUST_AMOUNT | Total Adjustment Amount | System | Quote | Expert Rules |
| Header | OKC$S_ADJUST_PERCENT | Total Adjustment Percentage | System | Quote | Expert Rules |
| Header | OKC$S_BILLTO_COUNTRY | Bill to Country | System | Quote | Expert Rules |
| Header | OKC$S_BILLTO_CUST_NAME | Bill to Customer Name | System | Quote | Expert Rules |
| Header | OKC$S_BLANKET_AGREEMENT_ TYPE | Sales Agreement Type | System | Sales Agreement | Clause Inclusion Expert Rules Validation |
| Header | OKC$S_BLANKET_NUMBER | Sales Agreement Number | System | Sales Agreement Sales Order |
Clause Inclusion |
| Header | OKC$S_BLKT_NUM_EXIST | Sales Agreement Number Exist | System | Sales Order | Expert Rules |
| Header | OKC$S_CURRENCY_CODE | Currency Code | System | ||
| Header | OKC$S_CURRENCY_NAME | Currency Name | System | Sales Agreement Sales Order Quote |
Clause Inclusion Validation |
| Header | OKC$S_CURRENCY_SYMBOL | Currency Symbol | System | Sales Agreement Sales Order Quote |
Clause Inclusion Validation |
| Header | OKC$S_CUST_CAT | Customer Category | System | Quote | Expert Rules |
| Header | OKC$S_CUST_CLASS | Customer Class | System | Quote | Expert Rules |
| Header | OKC$S_CUST_CONTACT_NAME | Customer Contact Name | System | Sales Agreement Sales Order Quote |
Clause Inclusion Validation |
| Header | OKC$S_CUST_CRDT_CLASS | Customer Credit Classification | System | Quote | Expert Rules |
| Header | OKC$S_CUST_CRDT_RATE | Customer Credit Rating | System | Quote | Expert Rules |
| Header | OKC$S_CUST_PO_EXIST | Customer PO Number | System | Quote | Expert Rules |
| Header | OKC$S_CUST_PO_NUMBER | Customer Purchase Order Number | System | Sales Agreement Sales Order Quote |
Clause Inclusion Validation |
| Header | OKC$S_CUST_PROF_CLASS | Customer Profile Class | System | Quote | Expert Rules |
| Header | OKC$S_CUST_RISK_CODE | Customer Risk Code | System | Quote | Expert Rules |
| Header | OKC$S_CUSTOMER_NAME | Customer Name | System | Sales Agreement Sales Order Quote |
Clause Inclusion Expert Rules Validation |
| Header | OKC$S_CUSTOMER_NUMBER | Customer Number | System | Sales Agreement Sales Order Quote |
Clause Inclusion Validation |
| Header | OKC$S_END_CUST | End Customer | System | Sales Order | Clause Inclusion Expert Rules Validation |
| Header | OKC$S_END_CUST_EXIST | End Customer Exists | System | Sales Order | Expert Rules |
| Header | OKC$S_EXPIRATION_DATE | Expiration Date | System | Sales Agreement | Clause Inclusion |
| Header | OKC$S_FREIGHT_TERMS | Freight Term | System | Sales Agreement Sales Order Quote |
Clause Inclusion Expert Rules Validation |
| Header | OKC$S_INVOICING_RULE | Invoicing Rule | System | Sales Agreement Sales Order |
Clause Inclusion Expert Rules Validation |
| Header | OKC$S_ITEM_CATEGORIES | Item Category | System | Sales Agreement Sales Order Quote |
Expert Rules |
| Header | OKC$S_ITEMS | Item | System | Sales Agreement Sales Order Quote |
Expert Rules |
| Line | OKC$S_LINE_FOB | Line FOB | System | Quote | Expert Rules |
| Line | OKC$S_LINE_INVOICING_RULE | Line Invoicing Rule | System | Sales Agreement Sales Order |
Clause Inclusion Expert Rules Validation |
| Line | OKC$S_LINE_PA_NAME | Line Pricing Agreement Name | System | Sales Order | Expert Rules Validation |
| Line | OKC$S_LINE_PAYMENT_TERM | Line Payment Terms | System | Sales Agreement Sales Order Quote |
Clause Inclusion Expert Rules Validation |
| Line | OKC$S_LINES (table variable) | Lines Variables | Table | Sales Agreement Sales Order Quote |
- |
| Header | OKC$S_MAX_AMOUNT_AGREED | Maximum Amount Agreed | System | Sales Agreement | Clause Inclusion Expert Rules Validation |
| Header | OKC$S_MIN_AMOUNT_AGREED | Minimum Amount Agreed | System | Sales Agreement | Clause Inclusion Expert Rules Validation |
| Header | OKC$S_MODIFIERS | Discounts | Table | Sales Agreement | Clause Inclusion |
| Header | OKC$S_ORDER_NUMBER | Order Number | System | Sales Order | Clause Inclusion |
| Header | OKC$S_ORDER_TYPE | Order Type | System | Sales Order Quote |
Clause Inclusion Expert Rules Validation |
| Header | OKC$S_PA_NUMBER | Pricing Agreement Number | System | Sales Order | Expert Rules Validation |
| Header | OKC$S_PA_TYPE | Price Agreement Type | System | - | Expert Rules |
| Header | OKC$S_PAYMENT_TERM | Payment Terms | System | Sales Agreement Sales Order Quote |
Clause Inclusion Expert Rules Validation |
| Header | OKC$S_PAYMENT_TYPE | Payment Type | System | Quote | Expert Rules |
| Header | OKC$S_PRC_AGR_EXIST | Price Agreement Exist | System | Quote | Expert Rules |
| Header | OKC$S_PRICE_LIST | Price List Name | System | Quote | Expert Rules |
| Header | OKC$S_PRICELISTS | Pricelists | Table | Sales Agreement | Clause Inclusion |
| Header | OKC$S_QUOTE_NUMBER | Quote Number | System | Quote | Clause Inclusion |
| Header | OKC$S_SALES_CHANNEL | Sales Channel | System | Quote | Expert Rules |
| Header | OKC$S_SALES_DOC_TYPE | Sales Document Type | System | Quote | Expert Rules |
| Header | OKC$S_SALESREP_NAME | Salesrep Name | System | Sales Agreement Sales Order Quote |
Clause Inclusion Validation |
| Header | OKC$S_SHIPMENT_PRIORITY | Shipment Priority (used in iStore) | System | Quote | - |
| Header | OKC$S_SHIPPING_METHOD | Shipping Method | System | Sales Agreement Sales Order Quote |
Clause Inclusion Expert Rules Validation |
| Header | OKC$S_SHIPTO_COUNTRY | Ship to Country | System | Quote | Expert Rules |
| Header | OKC$S_SHIPTO_CUST_NAME | Ship to Customer Name | System | Quote | Expert Rules |
| Header | OKC$S_SITE_ID | Site ID (used in iStore) | System | Quote | Expert Rules |
| Header | OKC$S_SOLDTO_COUNTRY | Sold to Country | System | Quote | Expert Rules |
| Header | OKC$S_SUPPLIER_NAME | Supplier Name (internal organization) | System | Quote | Clause Inclusion |
| Header | OKC$S_TAX_HANDL | Tax Handling | System | Quote | Expert Rules |
| Header | OKC$S_TOTAL | Total | System | Quote | Expert Rules |
| Header | OKC$S_VERSION_NUMBER | Revision Number | System | Sales Agreement Sales Order Quote |
Clause Inclusion Validation |