Creating Executive Summaries

Executive summaries provide a way to generate a single, secondary-summary document along with the authored document for the purpose of initial contract executive review. You can build an executive summary document to go along with the regular contract document. The executive summary document uses its own separate configurator that you maintain similar to the main document configurator, and in which you can include wizard and transactional responses used in the main contract creation to populate executive summary documents. The executive summary document can be edited separately from the main contract document and can be re-created or refreshed similar to the main document.

To prepare to use executive summaries:

1. Create a document configurator for use with executive summaries.

   Select the Use for Executive Summary check box on the Document Configurator Definition page.

2. Assign an executive summary configurator to a document type.

   When you create a document type, the system provides the configurators available for use with executive summaries. Use the Life Cycle Options grid on the Document Type page to select an executive summary configurator. When you create a document that also includes an executive summary configurator, the system displays the Create Executive Summary button on the Document Management page.

Use the Executive Summary page (CS_DOC_EX_SUMM) to create an executive summary.

Navigation:

Supplier Contracts > Create Contracts and Documents > Document Management. Click the Create Executive Summary button on the Document Management page.

Use this page to create and update a corresponding executive summary document. To create an executive summary:

1. Click the Create Executive Summary button on the Document Management page.

   The system displays the Executive Summary page where you can select which executive summary to use.

2. Click the Create Executive Summary button.

   The system displays a comments page where you can enter comments about the summary.

3. Click OK.

   The system creates the summary and returns to the Document Management page where the Maintain Executive Summary page is now available.

After creating the summary, use the Document Management page to click the Maintain Executive Summary button and access the Executive Summary page. You use this page to view, update, re-create, or refresh the separate executive document as you would with the regular contract documents. The system allows only one current executive summary per document because it doesn't support individual version control as it does with the main contract document.

You can update the executive summary document on the Executive Summary page by clicking on the Edit Document button, updating the document, and then clicking the Check In Document button to replace the existing version of the summary.