Oracle Sales Contracts Implementation and Administration Guide

Contents

Title and Copyright Information

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Preface

Introduction to Oracle Sales Contracts

Oracle Sales Contracts - Overview

Sales Contract Life Cycle

      Establishing Contract Standards

      Authoring and Negotiating Contracts

      Approving and Signing Contracts

      Managing Contracts

Oracle Sales Contracts Business Flows

      Authoring and Negotiating Long Term Agreements

      Negotiating Quotes for One-Time Orders

      Negotiating Orders Through iStore

Key Features Supporting Business Flows

      Contract Terms Library

      Contract Terms Authoring

      Microsoft Word Synchronization

      Contract Deviations Report

      Contract Expert

      Contract Document Management

      Contract Repository

      Sales Contracts Workbench

Implementation Considerations

Overview

Installation Verification

Oracle Sales Contracts Dependencies

      Mandatory Dependencies

      Conditional Dependencies

Implementation Considerations

      Oracle Order Management

      Oracle Quoting

      Oracle iStore

Implementation Overview

Process Description

Implementation Task Sequence

Setting Up Oracle Sales Contracts

Setting Up Operating Units

Implementing Multiple Organizations Access Control

Setting Up Profile Options

Setting Up Approvers and Approval Workflow

Setting Up Lookup Codes

Enabling Keyword Search

Setting Up Layout Templates

Setting Up AutoNumbering

Setting Up Value Sets

Setting Up Numbering Schemes

Setting Up Function Security

Migrating Clauses to Contract Terms Library

Setting Up Contract Expert Rules

Defining Transaction Types in Oracle Order Management

Associating Layout Template to Transaction Types

Customizing Contract Terms RTF Stylesheet

Defining Processing Constraints

Setting Up Contract Repository

Setting Up Contracts Workbench

Contract Terms Library Administration

Managing Standard Clauses

Creating Standard Clauses

Defining Related Clauses

Assigning Clauses to Folders

Approving Clauses

Managing Clauses Across Operating Units

Searching for Clauses

Contract Clause Analysis Report

Managing Changes to Standard Clauses

Importing Clauses

Managing Contract Templates

Creating Contract Templates

Adding Sections and Clauses

Validating Templates

Previewing Templates

Approving Templates

Searching for Templates

Viewing Template Clauses

Managing Changes to Contract Templates

Defining Global Templates

Viewing Contract Expert Rules

Managing Variables

Creating Variables

Searching for Variables

Displaying Clauses Using a Variable

Managing Changes to Variables

Managing Sections

Creating Sections

Searching for Sections

Updating Sections

Managing Folders

Creating Folders

Searching for Folders

Managing Changes to Folders

Considerations for Using Sections, Folders, and Clause Types

Contract Expert Administration

Overview

Managing Questions

Creating User Questions

Searching for Questions

Updating Questions

Managing Constants

Creating Constants

Searching for Constants

Updating Constants

Managing Rules

Creating Rules

Searching for Rules

Activating Rules

Disabling Rules

Updating Rules

Managing Question Sequence

Creating Dependencies Between Questions

Using Contract Expert on Business Documents

Considerations for Creating Contract Expert Rules

QA Validations

Validations - Overview

Contract Templates Validations

Contract Expert Validations

Business Documents Validations

Repository Validations

Workflows

Workflows - Overview

Contract Terms Library

Repository

Concurrent Programs

Concurrent Programs - Overview

Contract Terms Library

Contract Expert

Repository

Seed Data

Responsibility

Document Types

Layout Template

Notifications

System Variables

Lookup Codes

Lookup Codes

XML Reference

Contract Terms XML Reference

Sample Variable for PL/SQL Procedure Source Type

Sample for PL/SQL Procedure Source Type

Glossary

Index