Overview of Enterprise Contracts Setup

This chapter helps you set up Oracle Enterprise Contracts by configuring only those features that are required to have a functioning application.

Once you've a working application, run the full install offering task list in Setup and Maintenance, to take advantage of all features.

Note:

Due to differences in the sequence of common setup tasks in the Enterprise Contracts offering and the intent of this chapter, there might be some differences in the order that set up tasks are presented here.

To set up buy and sell intent contracts without lines and partner program enrollment contracts, perform these tasks:

Configure Enterprise Contracts and create an implementation project.
Define legal entities.
Define business units and assign business function and optionally assign ledger and legal entity.
Define users.
Define document sequences.
Configure contract management business functions.
Define customers and their addresses and contacts.
Define party roles, contact roles, and role sources.
Set up electronic signature.
Define contract line types.
Define contract types.
Manage user statuses and user transitions.
Set up common CRM business unit profile option.
Define contract lines descriptive flexfield.
Define contract terms library components.
Configure file-based import for Enterprise Contracts.
Set up approval groups and approval task configurations.
Configure scheduled processes.