- Title and Copyright Information
- Get Help
- 1 About This Guide
- 2 Introduction
- 3 Create Customer Contracts
- How Authoring a Customer Contract Works
- Get Started Creating Contracts
- Contract Actions and Status Changes
- How Authoring Contracts Works with Contract Wizard
- Best Practices for Creating a Contract
- Create a Sales Agreement Line
- Create a Service Contract
- Create a Service Contract Subscription Line
- Create a Service Contract Coverage Line
- Create Contracts FAQs
- Should I set up a ledger before I create a contract?
- How can I specify contract risk?
- How can I set up contract risk?
- How can I record sales credits for each salesperson?
- When can I create a new contract version?
- What happens to document attachments when I create a new contract version?
- Why does contract status show active even though the contract's end date is in the past period?
- Contract Search
- Work with Contracts
- Service Contract Billing
- Service Contract Pricing
- Contract Line Actions and Status Changes
- Contract Validation
- Understand Contract Renewal
- How You Amend and Revert a Contract
- Purge Contracts
- Work with Contracts FAQs
- What type of documents can I attach to a contract?
- What's the size limit for enterprise contract attachment files?
- How can I delete draft or canceled contracts?
- How can I set up a contract renewal notification?
- What's the purpose of a customer PO number?
- How can I edit a sales agreement in a spreadsheet?
- Contract Amendments FAQs
- 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 revert a contract to a previous active version?
- Can I modify a contract without amending the contract?
- How can existing contract users not be created as resources can amend a contract?
- How can I track updates to the variables when a contract is amended?
- Project Contract Billing
- How Bill Plan and Revenue Plan Components Work Together
- Project Billing Options for Contract Types
- How You Associate Contract Lines to Projects
- How Project and Contract Invoice Components Work Together
- Examples of Using Billing Controls
- Example of Creating a Contract for Billing
- Project Contract Billing FAQs
- What's a bill plan?
- What's a revenue plan?
- What's a bill set?
- What's a billing currency type?
- What's a billing control?
- What's the difference between contract and contract line billing controls?
- Why can't I create billing controls for a contract?
- Why can't I associate a billable task with a contract line?
- How can I control the billing sequence of multiple contracts associated with the same project and task?
- What happens to transactions if I place a bill plan or revenue plan on hold?
- Why can't I see the schedules and overrides for a bill plan or revenue plan?
- Intercompany and Interproject Billing
- 4 Author Contract Terms
- How Authoring Contract Terms Works
- Get Started Authoring Contract Terms
- Work with 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?
- Terms Templates FAQs
- Contract Terms FAQs
- Why can't I create a contract from the contract template?
- How can I configure contract terms before I print them?
- Why can't I edit the contract terms?
- 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?
- Contract Deliverables FAQs
- 5 Approve and Accept Customer Contracts
- 6 Maintain Contracts and the Terms Library
- Overview of Contracts Setup Tasks
- Maintain Contracts
- Contract Owner Assignment
- Resource Workload Management
- User Statuses and Transitions
- Preview and Print Contracts
- 7 Set Up Contract Terms and Clause Library Configurations
- Overview of Terms Library
- Overview of Contract Terms Library Setup
- Set Up Business Units for the Contract Terms Library
- Manage Clauses in the 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
- Example of Including a Clause by Reference
- How You Set Up Numbering for Clauses
- 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
- Manage Clauses FAQs
- 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 search for a clause in the library by its text?
- How can I view the HTML source of a clause 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 FAQs
- 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
- Set Up Adoption of Content Between Libraries
- Create Folders to Organize Clauses
- Set Up Contract Preview and Printing
- Set Up Contract Terms Deliverables
- Index Clauses for Keyword Searches
- Manage Clause and Section Numbering Schemes
- Contract Terms and Clause Approval