Overview of Multiple Business Units in Contracts

You can associate contracts with a business unit (BU), allowing them to be restricted by a business unit . You can also specify some Contract Terms Library components at the BU level.

For example, you can enable clause and template adoption at the BU level.

Important: Ensure you set the common CX profile options to enable BUs. See Set Up Common CRM Business Unit Profile Option for more information.

Here are the high-level steps to set up multiple BU functionality in Contracts:

  1. Set business unit functions
  2. Create a contracts organization
  3. Associate contract organization with business units
  4. Associate the organization with the user

See Define Business Units, Assign Business Function, and Assign Ledger and Legal Entity for more information.