Overview of Configuring Enterprise Contracts

Configuring Oracle Enterprise Contracts involves setting up various aspects like legal entities, business units, and contract management business functions. This includes defining contract types, managing user statuses and transitions, and configuring electronic signature settings. The process also involves setting up the Contract Terms Library, defining import and export setup features, and configuring approval processes.

Enterprise Contracts High-Level Setup Steps

Here's a summary of the enterprise contracts setup steps when you want to buy and sell intent contracts without lines and partner program enrollment contracts:

Enterprise contracts setup step	For for information
Configure Enterprise Contracts and create an implementation project.	Common Implementation Overview
Define legal entities.	Define Legal Entities
Define business units and assign business function and optionally assign ledger and legal entity.	Define business units and assign business function and optionally assign ledger and legal entity
Define users.	Define Contracts Users
Define document sequences.	Define Document Sequences
Configure contract management business functions.	Configure Contract Management Business Functions
Define customers and their addresses and contacts.	Define Customers with Their Addresses and Contacts
Define party roles, contact roles, and role sources.	Define Party Roles, Contact Roles, and Role Sources
Set up electronic signature.	Set Up Electronic Signature
Define contract line types.	Define Contract Line Types
Define contract types.	Define Contract Types
Manage user statuses and user transitions.	How You Set Up User Statuses and User Transitions
Set up common CRM business unit profile option.	Set Up Common CRM Business Unit Profile Option
Define contract lines descriptive flexfield.	Define Contract Lines Descriptive Flexfields
Define contract terms library components.	Define Contract Terms Library Components
Configure file-based import for Enterprise Contracts.	Configure Import and Export Management for Enterprise Contracts
Set up approval groups and approval task configurations.	How You Set Up Approval Groups and Approval Task Configuration Rules
Configure scheduled processes.	Configure Scheduled Processes
Set up contract terms and clause library configurations.	How Contract Terms Library Setups Work Together

For More Information

The following links provide more information about Enterprise Contract rich features and answers such questions as:

• How do I use Enterprise Contracts?

  Find out how to create and manage Oracle Enterprise Contracts.

• How do I get started with Enterprise Contracts?

  Learn how to get started with Enterprise Contracts.

• How do I configure contract approval notifications?

  Learn how to configure templates to meet your business requirements for sending contract approval notifications.

• How do I configure and use Contract Requests?

  Learn how to set up and use the Contract Requests feature so that salespeople and others can quickly raise requests for contracts and agreements.

• How do I extract and classify key terms contract documents using Generative AI?

  Learn how to set up, extract, and classify key terms from contract documents using Generative AI. Discover how to create key terms and prompts and categorize them based on your business rules.

• How do I integrate applications using REST web services

  Learn about Enterprise Contracts REST APIs.