How Business Unit Affects Clauses and Other Objects in the Library

For some Contract Terms Library objects, the business unit (BU) that's set during contract creation restricts where these objects can be used. Objects affected include clauses, contract terms templates, and Contact Expert rules.

Objects created in a local BU can only be used in that local BU. Objects created in a global BU can be adopted or copied over to other BUs provided they're specified as global. This topic details the impacts of the BU choice on the different library objects.

The following figure shows a hypothetical implementation with four business units: one global business unit and three local business units. You can designate one business unit as global during Business Unit setup. The other business units are local business units.

How Business Units Affect Terms Library Objects

This table details how the selection of a BU affects different objects in the Contract Terms Library.

Terms Library Object	Impact of Business Unit
Clauses	Different restrictions apply depending on BU type: Local Business Unit Use restricted to the local BU where it's created. Global Business Unit Clauses created in the global BU, can be made available to other BUs by selecting the Global checkbox. Local BUs can either adopt the clause as is or localize it.
Contract terms templates	Different restrictions apply depending on BU type: Local Business Unit Use restricted to the local BU where it's created. Global Business Unit Contract terms templates created in the global BU, can be made available to other BUs by selecting the Global checkbox. Local BUs can copy the templates to their BUs.
Contract Expert rules	Use of rules is restricted to the BU where you create them.
Contract Expert questions	Use of questions is restricted to the BU where you create them.
Contract Expert constants	Use of constants is restricted to the BU where you create them.
User variables	No effect. User variables created in any BU and are available across all BUs.
Contract terms sections	No effect. Contract terms sections can be created in any BU and are available across all BUs.
Clause numbering schemes	No effect. Numbering schemes can be created in any BU and are available across all BUs.