2Implementation Overview

This chapter contains the following:

Common implementation involves performing setup tasks that are common and available within multiple offerings. The Application Extensions and other functional areas comprise these common setup and implementation tasks.

Application Extensions

Use the Application Extensions functional area to configure common business objects. For example, this functional area comprises tasks that help you to:

  • Set help options, for example to make help icons visible to everyone.

  • Review and manage objects, for example currencies and reference data sets that are shared across applications.

  • Configure common reference objects such as flexfields, document sequences, and profile options that affect the functionality and look of Oracle Applications Cloud.

Other Functional Areas

Other functional areas contain several tasks to manage common functions that apply to the entire implementation. Examples of such functional areas include Legal Structures, Users and Security, and Enterprise Profile. Use these functional areas to, for example:

  • Set up security, enterprise structures, geographies, and business units.

  • Create and maintain user accounts and synchronize the list of users and roles stored in Lightweight Directory Access Protocol (LDAP).

System Requirements

Before using Oracle cloud applications in browsers and on your mobile devices, check the supported browsers and other system requirements. For information about system requirements, see https://www.oracle.com/system-requirements/. For previous releases, scroll to the end of the page and find the system requirements link for the applicable previous release.

Contracts Setup Overview

Perform Contracts Setup Tasks

For most setup activities, you access the setup pages associated with the component or feature by first going into the Setup and Maintenance work area and finding the task or task list associated with the feature or component. The Setup and Maintenance work area is also known as the Functional Setup Manager.

Use the following procedure to access the Setup and Maintenance work area:

  1. Sign in as a user with access to the setup areas, such as the initial user, another setup user, or the administrator.

    Caution: The administrator doesn't have the same setup permissions as a setup user. He has permissions required to set up and administer features and components, but not the higher-level permissions required to implement enterprise and security features. For more information on setting up users, see the Getting Started with Your Sales Implementation and Securing Sales guide.
  2. Navigate to Setup and Maintenance.

  3. In the Setup and Maintenance work area, go to the Enterprise Contracts offering.

  4. Select the applicable functional area and task.

  5. Click the task link for the task you want.

    The setup page for the task appears.

Downloading Task Lists and Setup Reports

You may also want to download lists of tasks and task lists and other documents related to the Enterprise Contracts offering. Use the following procedure:

  1. Sign in as a user with access to the setup areas, such as the initial user, another setup user, or the administrator.

  2. On the Setup page, select Go To Offerings from the Task list.

  3. On the Offerings page, click the Enterprise Contracts offering icon.

    • Use the Related Documents link to access reports for the offering, including full lists of setup tasks, descriptions of the options and features you can select when you configure the offering, and lists of business objects and enterprise applications associated with the offering.

  4. View the reports in various formats, such as .pdf, html, and .xls. Use the reports to guide you in your setup activities.

  5. When you are ready to start implementing a feature or functionality, you can optionally create one or more implementation projects for the offerings and options that you want to implement. For more information on creating implementation projects, see the help, using keywords "implementation project".

For more information on using the Setup and Maintenance work area to implement and configure Oracle Enterprise Contracts, see the Oracle Applications Cloud - Using Functional Setup Manager guide.

Using the Enterprise Contracts business process area, your enterprise can review and define the setup for managing project and procurement contracts, and define the setup configuration and tasks related to importing and exporting contract data.

Before you begin, use the Offerings page in the Setup and Maintenance work area to access reports for each offering, including full lists of setup tasks, descriptions of the options and features you can select when you configure the offering, and lists of business objects and enterprise applications associated with the offering.

The first implementation step is to configure the offerings in the Setup and Maintenance work area by selecting the offerings and options that you want to make available to implement. For the Enterprise Contracts offering, you can select the following options:

  • Procurement Contracts

  • Service Contracts

  • Sales Contracts

Next, create one or more implementation projects for the offerings and options that you want to implement first, which generates task lists for each project. The application implementation manager can configure the task list and assign and track each task.

If you select all of the options, the generated task list for this offering contains the following groups of tasks:

  • Define Common Applications Configuration for Contracts

  • Define Contracts Common Configuration

  • Define Service Contracts Configuration

  • Define Procurement Contracts Configuration

  • Define Sales Contracts Configuration

  • Define Contract Terms and Clause Library Configuration

  • Contracts: Define File-Based Data Import

  • Manage Bulk Data Export

  • Define Transactional Business Intelligence Configuration

  • Define Extensions for Contracts

Define Common Applications Configuration for Contracts

Use this task list to manage definitions used across offerings, typically applying to multiple products and product families. These definitions include enterprise structures, security, and approval rules.

You can find other information that supports the common implementation tasks by searching Oracle Applications Help using the task name.

Define Contracts Common Configuration

Define and manage the setup for common functions within the Oracle Enterprise Contracts set of business processes.

Define Service Contracts Configuration

Define and manage the setup related to service contracts.

Define Procurement Contracts Configuration

Define and manage the setup related to procurement contracts.

Define Sales Contracts Configuration

Define and manage the setup related to sales contracts.

Define Contract Terms and Clause Library Configuration

Define and manage the setup to support creation and verification of contract terms.

Contracts: Define File-Based Data Import

Define mappings between contract attributes and import files, and schedule import jobs.

Manage Bulk Data Export

Review and manage export objects and schedule export processes to export business objects to external data files.

Define Transactional Business Intelligence Configuration

Define the configuration for Oracle Transactional Business Intelligence to enable business intelligence reporting with the Oracle Fusion Applications.

Note: Although this task list appears in the Oracle Contracts offering, Contracts does not include business intelligence reporting. If you are implementing another offering where business intelligence reporting is available, then refer to that offering's implementation guide for help with this set of tasks.

Setup and Maintenance Basics

Summary of the Basic Setup and Maintenance Steps

Here's a summary of the basic Setup and Maintenance tasks that you must do to set up Enterprise Contracts:

  • Create an implementation project

  • Enable the Enterprise Contracts offering

  • Configure the Enterprise Contracts offering

  • Enter setup data using assigned tasks

  • Opt in to features

  • Select functional areas