Set Up Service Contracts

Here are the steps to set up Oracle Service Contracts:

  1. Configure Enterprise Contracts and create an implementation project.

  2. Define legal entities.

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

  4. Define item organizations.

  5. Define users.

  6. Define document sequences.

  7. Configure contract management business functions.

  8. Define customers and their addresses and contacts.

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

  10. Define contract line types.

  11. Define contract types.

  12. Manage user statuses and user transitions.

  13. Set up electronic signature.

  14. Set up common CRM business unit profile option.

  15. Define coverage.

  16. Define items.

  17. Manage time unit mappings.

  18. Define order management parameters.

  19. Define pricing.

  20. Define customer billing configuration.

  21. Define contract default values.

  22. Manage contract rules.

  23. Define contract terms library components.

  24. Configure file-based import and export for Enterprise Contracts.

  25. Set up approval groups and approval task configurations.

  26. Enable contracts for use in Oracle Social Network.

  27. Configure scheduled processes.