PreviousNext JavaScript must be enabled to correctly display this content
  • Title and Copyright Information
  • Get Help
  • 1 About This Guide
    • Audience and Scope
    • Related Guides
  • 2 Create Procurement Contracts
    • How You Author a Procurement Contract
    • Contract Actions and Status Changes
    • Base Contracts
    • How Authoring Contracts Works with Contract Wizard
    • Best Practices for Creating a Contract
    • Contract Validation
    • Purge Contracts
    • Contracts FAQs
      • Should I set up a ledger before I create a contract?
      • How can I set up autonumbering in contracts?
      • Why do I not see the conversion rate on my supplier contract?
      • How can I specify contract risk?
      • How can I set up contract risk?
      • What type of documents can I attach to a contract?
      • When can I create a new contract version?
      • What happens to document attachments when I create a new contract version?
      • How can I delete draft or canceled contracts?
      • How can I set up a contract renewal notification?
    • Share Contracts
      • Share Contracts
    • How You Search Contracts
      • Contracts Search Options
    • Search FAQ
      • Why can't I see all contracts on a worklist?
    • Contract Amendment
      • How You Amend and Revert a Contract
    • Amendment FAQs
      • How can I revert a contract to a previous active version?
      • Can I modify a contract without amending the contract?
      • How can I change a contract that is pending signature?
      • How can I view amendments made to contract terms before I print them?
      • How can I track updates to the variables when a contract is amended?
    • Contract Templates
      • Examples of Creating a Contract Template
      • Contract Template Actions and Status Changes
    • Contract Template FAQs
      • What's the difference between a contract template and a contract terms template?
      • Why can't I create a contract from the contract template?
  • 3 Author Contract Terms
    • How Authoring Contract Terms Works
    • Edit Contract Terms in the Clauses Tab
    • Contract Authoring with Contract Terms Templates
    • Contract Terms Authoring Actions
    • Considerations for Creating Nonstandard Clauses During Authoring
    • How Contract Expert Works During Authoring
      • Contract Source Selection
        • Considerations for Selecting Contract Source
        • Attached
        • Structured Terms Template
        • Simplified Terms Template
        • Considerations for Changing the Source of Contract Terms
    • Contract Terms in Microsoft Word
      • How Editing Contract Terms in Microsoft Word Works
      • Overview of Oracle Contracts Add-in for Microsoft Word to Edit Contract Terms
      • How You Install the Oracle Contracts Add-in for Microsoft Word
      • How the Oracle Contracts Add-in for Microsoft Word Works
      • Actions Supported with Individual Contract Source
      • What versions of Microsoft Word can I use with Oracle Contracts?
      • Contract Terms and Clause Approval
        • How to Set up Approval for Terms and Clauses
        • Scenario-Based Clause and Template Approval Rule Setups
    • Contract Deliverables
      • Contract Deliverables
      • How Managing Contract Deliverables Works for Suppliers
      • Contract Terms FAQs
        • How can I configure contract terms before I print them?
        • How can I withdraw a clause or a terms template from approval?
        • How can I make a clause mandatory in a contract?
        • What's the clause default section?
        • How can I predefine locations of Contract Expert clauses in the contract?
        • Terms Template FAQs
          • How can I add a clause to a contract terms template?
          • What's the difference between document types and contract types?
          • When do I make a contract terms template as the default for a document type?
          • Why am I reviewing draft clauses when submitting a contract terms template for approval?
          • Why are some clauses missing from a contract terms template I copied over for use in a local business unit?
          • Why can't I edit the contract terms template?
          • Why can't I add clauses to the contract terms template?
          • Why do I want to enable Contract Expert in a contract terms template?
      • Contract Deliverables FAQs
        • What's the difference between internal and contractual deliverables?
        • How can I change the due dates, notifications, and other contract deliverable details?
  • 4 Approve and Accept Procurement Contracts
    • How Contract Approval Works
    • How Reviewing Contract Deviations Works
    • How Accepting a Contract Works
    • How Capturing Contract Acceptance with Electronic Signatures Works
    • Approval FAQs
      • How can I tell if a contract was rejected?
      • What's the difference between reviewing contract deviations and validating contract terms?
      • How can I add more approvers and viewers to the approval hierarchy?
  • 5 Maintain Contracts and the Terms Library
    • Overview of Terms Library
    • Maintain Contracts
      • Contract Types
      • Contract Line Types
      • Overview of Contracts Setup Tasks
    • Contract Owner Assignment
      • Assign Contract Owners
      • Reassign Many Contracts to New Owners at the Same Time
    • Assign Contract Owners FAQ
      • What's contract ownership?
    • Resource Workload Management
      • Contract Assignment and Workload Management
    • Workload Management FAQ
      • How can I find out which contracts need to be assigned to individual resources?
    • Preview and Print Contracts
      • Contract Printing and Layout Templates
    • Layout Templates FAQs
      • What's a layout template?
      • Can I print a contract if there are no layout templates specified for a contract type?
      • How do I remove the standard page footer on the printed PDF?
  • 6 Set up Contract Terms and Clause Library Configurations
    • Overview of Contract Terms Library Setup
      • How Contract Terms Library Setups Work Together
      • How Contract Terms Library Supports Translation
      • Setup Overview FAQ
        • How can I set up the content of the Contact Terms Library?
        • What drafts display in the Terms Library Overview page?
    • Set up Business Units for Contract Terms Library
      • Contract Terms Library Business Unit Setup
      • How Business Unit Affects Clauses and Other Objects in the Library
      • Set Up Common CRM Business Unit Profile Option
      • Set Up Multiple Business Units for Terms Templates and Clauses
    • Manage Clauses in Contract Terms Library
      • Contract Terms Library Clauses
      • How Alternate and Incompatible Clause Relationships Work
      • Examples of Setting up Alternate Clauses
      • Clause Versioning
      • Example of Changing the Title of an Approved Clause
      • Considerations for Removing a Clause from Use
      • How You Set Up Numbering for Clauses
      • Example of Including a Clause by Reference
      • Considerations for Importing Clause Text from Microsoft Word
      • Set up Cross-References in Terms and Conditions
      • How You Import Clauses into the Contract Terms Library
      • Examples of Using the Oracle Contracts Terms Library
      • Managing Clauses FAQ
        • What are the clause statuses and what do they mean?
        • How can I find clauses that I drafted or that require my action?
        • How do I use the Clause Title and Display Title fields?
        • How can I create clauses with the same title?
        • How can I view the HTML source of a clause text?
        • How can I search for a clause in the library by its text?
        • How can I set up the clause title to include the clause number?
        • How does Contract Expert identify where to insert clauses into contracts?
        • How does creating a new version of a Contract Expert rule affect contracts?
        • What can I use clause analysis for?
        • What do I enter as the clause text if I plan to include the clause reference instead?
        • How can I embed a question response in a clause?
        • What information is copied over when I duplicate a clause?
        • Why can't I find a clause when I search by clause text?
        • How can I find clauses that are adopted by other business units?
        • What's the difference between the clause Instructions and the clause Description fields?
        • What's a clause intent?
        • What's the difference between saving a clause and submitting a clause?
        • What's the difference between setting up multiple alternate clauses and one with a variable?
        • Who can edit protected and mandatory clauses?
        • Why can't I edit the clause information?
        • Why can't I edit the clause text?
        • Why can't I edit the clause title?
    • Manage Contract Terms Templates
      • How Contract Terms Templates Work
      • How You Activate and Revise Contract Terms Templates
      • Contract Terms Templates FAQs
        • How can I add a clause to a contract terms template?
        • What's a default contract terms template?
        • What's the difference between document types and contract types?
        • What validation checks are performed for contract terms templates?
        • What's a global contract terms template?
        • What's a layout template?
        • When do I create a clause as part of a contract terms template?
        • When do I make a contract terms template as the default for a document type?
        • Why am I reviewing draft clauses when submitting a contract terms template for approval?
        • Why can't I edit the contract terms template?
        • Why can't I add clauses to the contract terms template?
        • Why do I want to enable Contract Expert in a contract terms template?
    • Set up Contract Expert
      • How Contract Expert Works
      • How Contract Expert Rules Work
      • Contract Expert Rule Statuses and Available Actions
      • About Contract Expert Question Setup
      • How Additional Clauses are Inserted Based on Follow-up Questions
      • Examples of Contract Expert Constants
      • Examples of Contract Expert Clause Selection Rules and Follow-up Questions
      • Contract Expert Setup FAQ
        • What are Contract Expert questions?
        • What does it mean to make clauses suggested by Contract Expert mandatory in a contract terms template?
        • What happens if the clause to be inserted by the Contract Expert rule is versioned or removed from use?
        • What happens to existing contracts if I disable a Contract Expert rule?
        • What validations are performed when I activate a Contract Expert rule?
        • What's a system variable?
        • When does a Contract Expert rule become effective?
        • Why are some conditions unavailable for creating my Contract Expert rule?
        • Why can't I assign a Contract Expert rule to a contract terms template?
        • Why doesn't a Contract Expert question display during authoring?
        • Are Contract Expert rules affected by the relationships between clauses?
        • How are Contract Expert questions presented during contract authoring?
        • How can I find all the Contract Expert rules that use a question?
        • How can I find out which questions contract authors see when they run Contract Expert?
    • Set up Variables
      • Variables
      • Predefined System Variables
      • User Variables
      • How User Variables and Contract Expert Rules Uses Value Sets
      • Examples of Creating Java Methods for User Variables
      • Variables FAQ
        • How can I obtain a list of system variables for use in Contract Expert rules?
        • How do I enable, disable, and delete variables?
    • Set up Adoption of Content Between Libraries
      • How Content is Adopted from Global to Local Terms Libraries
      • Content Adoption FAQ
        • How can I find clauses that are available for adoption?
        • What happens if the global library publishes a new version of the clause I localized?
        • What's the difference between an adopted clause and a localized clause?
    • Create Folders to Organize Clauses
      • Folders in Contract Terms Library
    • Set up Contract Preview and Printing
      • Overview of Contract Printing and Layout Templates
      • Print Contract Child Object Variables
    • Set up Contract Terms Deliverables
      • Overview of Contract Deliverables
      • Contract Deliverables FAQ
        • How do I create contract deliverables for an enterprise contract?
        • What does it mean to change the printing sequence for contract deliverables?
        • What's the difference between contract deliverables and contract fulfillment?
    • Index Clauses for Keyword Searches
      • How You Build and Maintain the Text Index for Keyword Searches
    • Manage Clause and Section Numbering Schemes
      • Manage Numbering Schemes
      • How can I change the numbering scheme for sections and clauses?
  • 7 Manage Contract Fulfillment
    • How Contract Fulfillment Works
    • Types of Contract Fulfillment
    • Contract Fulfillment Statuses
    • Create and Monitor Agreements in Oracle Fusion Purchasing
    • Example of Initiating a Single PO from a Contract Line to Ship Items to Different Destinations
    • Considerations for Autocreating Fulfillment Lines for the Contract or Contract Lines
    • Contract Fulfillment Notifications
    • Monitor Purchasing Activity for Contract Fulfillment
    • What Actions You Can Use on Contract Fulfillment Lines and When
    • Contract Fulfillment FAQs
      • Can I create multiple contract fulfillment lines for a single contract line?
      • What's the procurement application I select for a contract fulfillment?