• Title and Copyright Information
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• 1 About This Guide
  • Audience and Scope
  • Related Guides
• 2 Implementation Overview
  • Common Implementation Overview
  • Oracle Fusion Cloud Applications System Requirements
• 3 Contracts Setup Overview
  • Initial Setup Tasks Overview
  • Levels of Editing Privileges for Contract Authoring
  • Contracts Business Units and User Access
  • Overview of the Contracts Offering
  • Perform Contracts Setup Tasks
• 4 Common Applications Configurations
  • Users and Security
    • Overview of Defining Setup Users
    • Overview of Setting Up Users and Security
    • About Sales Resources
  • 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
• 5 Contracts Common Configurations
  • Party Contact Roles
    • Set Up Party Contact Roles Lookups
  • 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
    • 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?
    • How can I specify contract risk?
  • Contract Relationships
    • Contract Relationships
  • Contract Scheduled Processes
    • Overview of Contracts Scheduled Processes
  • Contract Approvals
    • Predefined Approval Flows for Oracle Contracts
    • Approval Rules Configurations
    • Configure Approval Rule Sets and Rules
  • Contract Previewing and Printing
    • Contract Printing and Layout Templates
    • 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 for my contract clause?
    • How can I change the logo in the layout template?
    • How can I remove the signature table from the contract?
  • User Statuses and Transitions
    • User Statuses and Transitions
    • How can I set up and display my own statuses on the contract overview?
    • How You Set Up User Statuses and User Transitions
    • Contract Assignment and Workload Management
  • Deep Links
    • Deep Links
    • Deep Links for Contracts
  • Contracts Descriptive Flexfields
    • Overview of 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?
• 6 Procurement Contracts Configurations
  • Supplier Contract Fulfillment
    • Types of Contract Fulfillment
    • How Contract Fulfillment Works
    • How You Set Expiration Date for Notifications
• 7 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
• 8 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?
• 9 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?
• 10 Additional Configurations and Integrations
  • Overview of Extending the CX Sales Applications
• 11 Applications Common Components
  • Attachments
    • Attachments
    • What's the size limit for attachment files in the sales application?
    • Attachments Troubleshooting
  • Notes
    • Define Notes
• 12 Enterprise Contracts Setup
  • Overview of Enterprise Contracts Setup
  • Set Up Enterprise Contracts
  • How You Create An Enterprise Contracts Implementation Project
  • Define Legal Entities
  • 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
  • Set Up Contract Text Search
  • Amend Contact Without Versioning
  • Set Up Common CRM Business Unit Profile Option
  • 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
• 13 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
  • 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
• 14 Service Contracts Setup Checklist
  • Overview of Service Contracts Setup
  • Set Up Service Contracts
  • Create A Service Contracts Implementation Project
  • Define Legal Entities
  • 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
  • Manage Contract Visibility in Multiple Business Units Setup
  • Define Coverage
  • Define Items For Service Contracts
  • Manage Contract Profile Options
  • Define Unit of Measure
  • 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