Define Party Roles, Contact Roles, and Role Sources

You can designate approvers, specify approval routing, and define rule priority. After you assign the role source, you can update the Oracle Business Process Management (BPM) workflow rules to define approval rules as specified by the Contract Role Code.

Use these steps to route the contract approval to the contract owner. Do this to define party roles, contact roles, and role sources:

1. In the Setup and Maintenance work area, create an implementation project that includes the Define Contracts Common Configuration task.

2. Create new party roles as needed.

3. Navigate to Define Contracts Common Configuration and open the Manage Contract Contact Roles task.

4. Create new contact roles as needed.

5. Navigate to Define Contracts Common Configuration and open the Manage Contract Role Sources task.

6. For each party role set up in the previous step, enter the required information for the associated contact roles.