Contents

• Title and Copyright Information
• Get Help

1 About This Guide

• Audience and Scope
• Related Guides

2 Implementation Overview

• Overview of Common Implementation
• Oracle Fusion Cloud Applications System Requirements
• Contracts Setup Overview
  • Perform Contracts Setup Tasks
  • Overview of Contracts Offering
  • Can contracts deliverables functionality be used in standalone mode?
• Setup and Maintenance Basics
  • Summary of the Basic Setup and Maintenance Steps

3 Common Applications Configurations

• Users and Security
  • Overview of Defining Setup Users
  • Overview of Setting Up Users and Security
  • About Sales Resources
  • Sales Resources FAQ
    • How does a contract user get access to a business unit?
    • How can existing contract users not created as resources get business unit access?
• Multiple Currencies
  • Overview
    • Overview of Setting Up Multiple Currencies for Sales
  • Implementation Tasks
    • Set Up Multiple Currencies for Sales
    • Considerations for Defining Currencies
    • Guidelines for Running the Revalue Opportunity Currency Process
    • Enter Daily Rates Using the Daily Rates Spreadsheet
    • Update Currency Rates
• Enterprise Structures
  • Overview
  • Business Units
  • Multiple Business Units

4 Contracts Common Configurations

• Customer Contract Management Business Function Properties
  • Contract Security Setup
  • Customer Contracts Business Unit Setup
  • Contract Terms Library Business Unit Setup
• Supplier Contract Management Business Function Properties
  • Set Up Business Unit for Supplier Contracts
  • Contract Terms Library Business Unit Setup
• Contracts Descriptive Flexfields
  • Overview of Descriptive Flexfields
  • Considerations for Planning Descriptive Flexfields
  • Considerations for Managing Descriptive Flexfields
  • Descriptive Flexfields for Contracts
  • Example of Setting Up an Automated Contract Header Descriptive Flexfield
  • How can I fetch only supplier sites that belong to the supplier on a contract?
• Party Contact Roles
  • How You Set Up Party Contact Roles
• Contract Party Roles and Sources
  • How You Set Up Contract Party Roles
• Contract Types
  • Contract Types
  • Contract Line Types
  • Guidelines for Setting Up Contract Types for Different Contracts
  • Contract Types FAQs
    • Why can't I delete a contract type?
    • Do I have to create contract types to author contract terms on purchase orders or sourcing documents such as RFQs?
• Contract Risks
  • How can I set up contract risk?
  • Levels of Editing Privileges for Contract Authoring
• Contract Relationships
  • Contract Relationships
• Custom Validation of Contracts
  • Define User-Specific Validation for Contracts
  • How can I define user-specific validation for my contracts?
• Contract Approvals
  • Predefined Approval Flows for Oracle Contracts
  • Approval Rules Configurations
• Preconfigured Data and Processes
  • What are Profile Options, Lookups, and Scheduled Processes?
  • Profile Options
    • Overview of Profile Options
    • Set Profile Option Values
    • Create and Edit Profile Options
    • Hierarchy in Profile Levels
  • Lookups
    • Overview of Lookups
    • Overview of Lookup Types
    • How can I edit lookups?
    • Why can't I see my lookup types?
  • Scheduled Processes
    • What are scheduled processes?
    • Overview of Enterprise Scheduler Processes for Enterprise Contracts
    • How can I Manage Enterprise Scheduler Processes for Enterprise Contracts?
• User Statuses and Transitions
  • User Statuses and Transitions
  • User Statuses and Transitions FAQ
    • How can I set up and display my own statuses on the contract overview?
• Contract Preview and Printing
  • Contract Printing and Layout Templates
  • Contract Preview and Printing 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?
    • How can I center align a layout?
    • How can I change the logo in the layout template?
    • How can I remove the signature table from the contract?
• Deep Links
  • Deep Links
  • Deep Links for Contracts

5 Procurement Contracts Configurations

• Supplier Contract Business Function Properties
  • Supplier Contracts Business Unit Setup
  • Contract Terms Library Business Unit Setup
• Supplier Contract Fulfillment
  • Types of Contract Fulfillment
  • How Contract Fulfillment Works
  • How You Set Expiration Date for Notifications

6 Service Contracts Configurations

• Billing Templates
  • Manage Billing Templates
• Contract Renewals
  • Basic Automated Contract Renewal
  • How You Consolidate Multiple Renewal Contracts
  • Manage Event Notification Rules and Template Sets
  • Use State Model APIs to send Renewal Notifications
  • Renewal Contracts Pricing
• Billing and Pricing
  • About Price During Billing
  • How the Fetch Pricing Information Process Supports Pricing While Billing
  • Partial Period Billing

7 Reports and Analytics

• Overview of Building Your Own Analytics
• Use Enterprise Contracts in Business Intelligence Cloud Connector
• Custom Analytics and Reports
  • How You Create and Edit Reports
  • How You Access and Modify Report Components
  • How Data Is Structured for Analytics
  • Create Reports
  • Create and Edit Analyses Using a Wizard
  • Manage Analytics with Advanced Features
  • How You Modify Copies of Predefined Reports
  • How Links Between Original and Modified Reports Are Managed
  • Cross-Subject Area Analyses
  • How You Create an Absence by Department Report
• Layouts
  • Create and Edit Report Layouts
  • Make Reports Available for Online Viewing
  • Generate Sample Report Data
  • Configure Layout Settings for Reports
• Layout Templates
  • Create and Edit Report Layout Templates Using the Layout Editor
  • Set Up for RTF and Excel Report Layout Templates
  • Create and Edit RTF Report Layout Templates
  • Upload the Layout Template File to the Report Definition
• Custom Dashboards
  • Create and Edit Dashboards
• Data Structure
• Data Models
  • Modify Data Models
  • Create a New Data Model for a HCM Report
• Advanced Procedures
  • Create Job Definitions to Run Reports as Scheduled Processes
  • Define Parameters for Job Definitions
  • Set Up Reports for Scheduling
  • Enable Descriptive Flexfields for Oracle Business Intelligence
  • What happens to modified analytics and reports when a release update is applied?

8 Data Import and Export

• Importing Contracts
  • Overview of Importing Contracts
  • Import Contracts
  • Import Activity Source File Options
  • How You Import Contracts
  • How You Enable High-Volume Import
  • Import Activity Options
• Bulk Export
  • Overview of Bulk Data Export
  • How Bulk Export Process Components Work Together
  • Perform Bulk Export
  • Data Export FAQs
    • Which data objects do I need to select for successful data export?
    • How can I create a subset of data for export?
    • How can I see my exported data?
    • What happens if I change the sequence number or header text in an exported data file?
    • What happens if I need data from multiple export view objects?

9 Additional Configurations and Integrations

• Overview of Extending the CX Sales Applications
• Web Services
  • Web Services
  • RESTful Web Services
  • SOAP Web Services
• User Assistance
  • Set Up Help

10 Applications Common Components

• Attachments
  • Attachments
  • What's the size limit for attachment files in the sales application?
  • Attachments Troubleshooting
• Calendar
  • Create the Accounting Calendar
• Messages
  • Common Messages
• Miscellaneous Features
  • Set Up the Mapping Service for Contextual Addresses
  • Set Privacy Statement URL
  • Overview of Public Unique IDs
• Notes
  • Define Notes
• Task Templates
  • How can I create a task template that's available to associate with assessment templates?
  • What are the statuses a task can be in?
  • Define Tasks
  • Example of Turning a Business Process into a Task Template
• Watchlist
  • Disable or Enable Watchlist Categories and Items

11 Enterprise Contracts Setup Checklist

• Overview of Enterprise Contracts Setup
• Set Up Enterprise Contracts
• How You Create An Enterprise Contracts Implementation Project
• Define Legal Entities
• Define Business Units, Assign Business Function, and Assign Ledger and Legal Entity
• Define Contracts Users
• Define User as Resource
• Set Up Read-Only Contract User
• How can I protect supporting documents from deletion?
• Generate Data Model XML
• Define Document Sequences
• Configure Contract Management Business Functions
• Define Customers with Their Addresses and Contacts
• Define Party Roles, Contact Roles, and Role Sources
• Set Up Electronic Signature
• Define Contract Line Types
• Define Contract Types
• How You Set Up User Statuses and User Transitions
• Set Up Contract Text Search
• Amend Contact Without Versioning
• Set Up Common CRM Business Unit Profile Option
• Manage Contract Visibility in Multiple Business Units Setup
• Define Contract Lines Descriptive Flexfields
• Define Contract Terms Library Components
• Enable Table of Contents in Contract Preview
• Configure Import and Export Management for Enterprise Contracts
• How You Set Up Approval Groups and Approval Task Configuration Rules
• Scenario-Based Contract Approval Rule Setups
• Configure Scheduled Processes
• Set Enable Classic Landing Page Profile Option
• Enable Purge Contracts

12 Procurement Contracts Setup Checklist

• Overview of Procurement Contracts Quick Setup
• Set Up Procurement Contracts
• How You Create A Procurement Contracts Implementation Project
• Define Legal Entities
• Define Business Units, Assign Business Function, and Assign Ledger and Legal Entity
• Define Item Organizations For Enterprise Contracts
• Define Contracts Users
• Define User as Resource
• Define User for Buyer LOV
• Set Up Read-Only Contract User
• What roles do suppliers need to get access to the Procurement Contracts pages?
• Define Document Sequences
• Generate Data Model XML
• Configure Contract Management Business Functions
• Define Customers with Their Addresses and Contacts
• Define Party Roles, Contact Roles, and Role Sources
• Define Contract Line Types For Procurement Contracts
• Define Contract Types For Procurement Contracts
• How You Set Up User Statuses and User Transitions
• Set Up Contract Text Search
• Amend Contact Without Versioning
• Set Up Electronic Signature
• Set Up Common CRM Business Unit Profile Option
• Assign Procurement Contracts Business Functions
• Define Items For Procurement Contracts
• Define Payment Terms For Procurement Contracts
• Define FOB and Freight Terms For Procurement Contracts
• Define Contract Lines Descriptive Flexfields
• Define Contract Terms Library Components
• Configure Import and Export Management for Enterprise Contracts
• Enable Table of Contents in Contract Preview
• How You Set Up Approval Groups and Approval Task Configuration Rules
• Scenario-Based Contract Approval Rule Setups
• Configure Scheduled Processes

13 Service Contracts Setup Checklist

• Overview of Service Contracts Setup
• Set Up Service Contracts
• Create A Service Contracts Implementation Project
• Define Legal Entities
• Define Business Units, Assign Business Function, and Assign Ledger and Legal Entity
• Define Item Organizations For Enterprise Contracts
• Define Contracts Users
• Define User as Resource
• Set Up Read-Only Contract User
• Define Document Sequences
• Configure Contract Management Business Functions
• Define Customers with Their Addresses and Contacts
• Define Party Roles, Contact Roles, and Role Sources
• Define Contract Line Types For Service Contracts
• Define Contract Types For Service Contracts
• How You Set Up User Statuses and User Transitions
• Set Up Contract Text Search
• Amend Contact Without Versioning
• Set Up Electronic Signature
• Set Up Common CRM Business Unit Profile Option
• Manage Contract Visibility in Multiple Business Units Setup
• Define Coverage
• Define Items For Service Contracts
• Manage Contract Profile Options
• Define Unit of Measure
• Define Contract Time Unit Mappings
• Define Order Management Parameters
• Define Pricing
• Define Customer Billing Configuration
• Define Contract Default Values
• Manage Contract Rules
• Generate Data Model XML
• Enable Table of Contents in Contract Preview
• Set Up Billing Templates
• Set Up Renewal Rules
• Set Up Event Notification Rules for Customer Communications and Email Functionality
• Define Contract Terms Library Components
• Configure Import and Export Management for Enterprise Contracts
• How You Set Up Approval Groups and Approval Task Configuration Rules
• Scenario-Based Contract Approval Rule Setups
• Configure Scheduled Processes