Set Up Enterprise Contracts

Learn about all that you need to do to set up Oracle Enterprise Contracts.

Especially, do this if you want to set up buy and sell intent contracts without lines and partner program enrollment contracts:

  1. Configure Enterprise Contracts and create an implementation project.

  2. Define legal entities.

  3. Define business units and assign business function and optionally assign ledger and legal entity.

  4. Define users.

  5. Define document sequences.

  6. Configure contract management business functions.

  7. Define customers and their addresses and contacts.

  8. Define party roles, contact roles, and role sources.

  9. Set up electronic signature.

  10. Define contract line types.

  11. Define contract types.

  12. Manage user statuses and user transitions.

  13. Set up common CRM business unit profile option.

  14. Define contract lines descriptive flexfield.

  15. Define contract terms library components.

  16. Configure file-based import for Enterprise Contracts.

  17. Set up approval groups and approval task configurations.

  18. Enable contracts for use in Oracle Social Network.

  19. Configure scheduled processes.