Perform Contracts Setup Tasks

For most setup activities, you access the setup pages associated with the component or feature by first going into the Setup and Maintenance work area and finding the task or task list associated with the feature or component.

Setup and Maintenance is also known as Functional Setup Manager.

Use the following procedure to access the Setup and Maintenance work area:

1. Sign in as a user with access to the setup areas, such as the initial user, another setup user, or the administrator.

   Caution: The administrator doesn't have the same setup permissions as a setup user. He has permissions required to set up and administer features and components, but not the higher-level permissions required to implement enterprise and security features. For more information on setting up users, see the Getting Started with Your Sales Implementation and Securing Sales guide.

2. Navigate to Setup and Maintenance.

3. In the Setup and Maintenance work area, go to the Enterprise Contracts offering.

4. Select the applicable functional area and task.

5. Click the task link for the task you want.

   The setup page for the task appears.

Note: Contract renewal functionality supports Service contracts and Repository contracts (buy or sell contract with no lines).

Downloading Task Lists and Setup Reports

You may also want to download lists of tasks and task lists and other documents related to the Enterprise Contracts offering. Use the following procedure:

1. Sign in as a user with access to the setup areas, such as the initial user, another setup user, or the administrator.

2. On the Setup page, select Go To Offerings from the Task list.

3. On the Offerings page, click the Enterprise Contracts offering icon.

   • Use the Related Documents link to access reports for the offering, including full lists of setup tasks, descriptions of the options and features you can select when you configure the offering, and lists of business objects and enterprise applications associated with the offering.

4. View the reports in various formats, such as .pdf, html, and .xls. Use the reports to guide you in your setup activities.

5. When you're ready to start implementing a feature or functionality, you can optionally create one or more implementation projects for the offerings and options that you want to implement. For more information on creating implementation projects, see the help, using keywords "implementation project".

For more information on using the Setup and Maintenance work area to implement and configure Oracle Enterprise Contracts, see the Using Functional Setup Manager guide.