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Getting Started with PeopleSoft Supplier Contract Management
PeopleSoft Supplier Contract Management Overview
PeopleSoft Supplier Contract Management Integrations
PeopleSoft Supplier Contract Management Implementation
Related Product Documentation
Understanding PeopleSoft Supplier Contract Management
PeopleSoft Supplier Contract Management
Common Elements Used With PeopleSoft Contract Management
Supplier Contract Components
Supplier Contract Management Integration with Other PeopleSoft Applications
Microsoft Word Integration with PeopleSoft Supplier Contract Management
Setting Up PeopleSoft Supplier Contract Management
Understanding PeopleSoft Supplier Contract Management Setup
Setting Up Servers and Directories
Setting Up PeopleSoft Integration Broker for Microsoft Word
Setting Up Document Comparison and Rendering
Installing and Configuring Microsoft Word Components on Devices
Setting Up Installation Options for PeopleSoft Supplier Contract Management
Setting Up Document Templates and Styles
Setting Up Document Formats and Options
Setting Up User-Defined Fields
Setting Up Automatic Numbering
Using the Data Migration Workbench for PeopleSoft Supplier Contract Management
Setting Up Supplier Contract Management Security
Understanding Supplier Contract Sample Permission Lists, Roles, and Users
Managing Document Access
Setting Up Clauses and Sections in the Contract Library
Understanding the Contract Library
Understanding Document Clauses
Setting Up Clauses
Understanding Document Sections
Setting Up Sections
Importing Clauses and Sections
Setting Up Other Elements in the Contract Library
Setting Up Rules
Setting Up Binds
Setting Up Document Configurators
Setting Up Document Types
Setting Up Wizards
Understanding Wizards
Setting Up Question Groups for a Wizard
Defining Wizards
Creating Documents Using Wizards
Defining Binds for Wizards
Creating Authored Documents
Understanding Authored Documents
Common Elements Used When Creating Authored Documents
Creating Authored Documents
Creating Authored Documents for Purchasing Contracts
Creating Contract Documents for Purchase Orders
Importing Documents
Running Contract Release Processes for Purchasing Contracts
Accessing Related Links for Supplier Contracts
Managing Contract Agreements
Understanding Contract Agreements
Understanding Agreement Metrics
Common Elements Used When Managing Contract Agreements
Predefining Agreements
Assigning Agreements to Purchasing Contracts
Reviewing and Updating Contract Agreement Statuses
Updating Contract Procurement History
Monitoring Agreement Compliance
Collaborating and Signing Documents
External Users and Document Collaboration
Understanding Contract Deliverable Verification Steps
Reviewing and Collaborating on External Documents
Signing External Documents
Maintaining External Contract Deliverables
Setting Up and Using Contract Syndication
Understanding Contract Syndication
Understanding How to Load Contracts into the Parent System
Setting Up Contract Syndication
Defining Contracts for Syndication
Syndicating Supplier Contracts
Capturing Parent Activities
Publishing Outbound Messages
Reviewing Contract Activities
Reviewing Inbound Contract Messages and Exceptions
Generating Microsoft Word Documents
Understanding Microsoft Word Document Generation
Processing Terms Used When Generating Microsoft Word Documents
Generating Microsoft Word Documents
Refreshing Microsoft Word Documents
Viewing Document Generation Logs
Managing Document Life Cycles
Understanding Document Life Cycles
Understanding Life-Cycle Statuses and Actions
Understanding the Sourcing Event (RFx) Document Process Flow
Common Elements Used When Managing Document Life Cycles
Finding Authored Documents in Supplier Contract Management
Maintaining Authored Documents
Refreshing and Re-creating Documents
Maintaining Document Details
Creating Executive Summaries
Viewing and Editing Documents
Viewing Document Version History
Setting Up Default Document Preferences
Collaborating on Documents
Viewing Document Modification Summaries
Viewing and Uploading Attachments and Related Documents
Sending Documents to Internal and External Contacts
Granting Document View Access
Dispatching Documents
Executing Documents
Comparing Documents
Using Document-Related Pagelets
Deactivating and Reactivating Documents
Performing Searches in Supplier Contract Management
Understanding Contract Library Searches
Understanding PeopleSoft Search Framework and Where-Used Searches
Setting Up and Building Search Indexes
Searching for Library and Document Contents
Performing Where-Used Searches
Using the Supplier Contract Workbench
Understanding the Supplier Contract Workbench
Using the Supplier Contract Workbench
Using the Contract/Sourcing WorkCenter and Dashboard
Understanding the Contract/Sourcing WorkCenter and Dashboard
Understanding the Contract/Sourcing WorkCenter - My Work Pagelet
Understanding the Contract/Sourcing WorkCenter - Links Pagelet
Understanding the Contract/Sourcing WorkCenter - Queries Pagelet
Understanding the Contract/Sourcing WorkCenter - Reports and Processes Pagelet
Using the Contract/Sourcing WorkCenter - Dashboard
Creating Reports for Library and Document Contents
Understanding PeopleSoft Supplier Contract Management Reports
Common Elements Used When Creating Reports for Library and Document Contents
Creating Reports
Accessing Other Procurement Contract Reports
Setting Up and Using Digital Signatures
Understanding Digital Signatures
Setting Up Digital Signatures
Working with Digital Signatures
Setting Up and Using Document Approvals
Understanding Document Approvals
Understanding PeopleSoft Supplier Contract Management Workflow
Establishing Processes for Approval Framework
Setting Up Approval Types
Maintaining User List Definitions
Defining the Transaction Registry
Defining Generic Templates
Setting Up Event Escalations and Notifications
Defining Self-Approval Criteria
Defining User Preferences and Installation Options for Document Approvals
Approving Clauses
Approving Clauses Using PeopleSoft Fluid User Interface
Approving Sections and Controlling Document Configurator Availability
Approving Documents
Approving Documents Using PeopleSoft Fluid User Interface
Setting Up and Creating Amendments
Understanding Contract Document Amendments
Understanding Amendments for Imported Documents
Understanding Amendments Linked to Source Transactions
Setting Up System Values for Amendments
Creating Document Amendments
Microsoft Word Integration with Supplier Contract Management
Understanding Microsoft Word Integration with Supplier Contract Management
Microsoft Word Editing Access
Microsoft Word Search Considerations
Supported Microsoft Word Settings
Format and Style Considerations in Microsoft Word
Character Limitations
Protected Areas
Outline Numbering
Spelling and Grammar Checks in Microsoft Word
Document Comparison Considerations
Document Preview and Edit Differences
Adding a Table of Contents to a Document
Troubleshooting Integration Issues
Editing and Maintaining Documents Using Content Controls
Supplier Contract Management Helpful Hints
Understanding Helpful Hints
Implementation and Setup
Contract Library Setup
Delivered Workflows for PeopleSoft Supplier Contract Management
Delivered Workflows for PeopleSoft Supplier Contract Management
PeopleSoft Supplier Contract Management Reports
PeopleSoft Supplier Contract Management Reports: A to Z
PeopleSoft Supplier Contract Management Selected Reports
Report Samples