Set Up Sales Agreements in Order Management

Set up contracts so your users can add an agreement to a sales order.

Summary of the Set Up

1. Create the contract type.

2. Create the contract.

3. Set up Order Management.

Assume you're in the Vision Operations business unit, and you need to set up a contract with your Computer Service and Rentals customer. If your customer orders a quantity of 10 or more of the AS54888 item, then give them a 10% discount.

This topic uses example values. You might need different values, depending on your business requirements.

For background details, go to Using Customer Contracts, then search for Overview of Enterprise Contracts, or search for Create a Sales Agreement Line.

Create the Contract Type

1. Sign into Oracle Enterprise Contracts with the privileges that you need to create contracts.

2. Go to the Setup and Maintenance work area, then go to the task.

   • Offering: Enterprise Contracts

   • Functional Area: Enterprise Contracts Base

   • Task: Manage Contract Types

3. On the Manage Contract Types page, click Actions > Create
4. In the dialog that displays, set the values, then click Continue.

   Attribute	Value
   Class	Agreement You must use this value.
   Set	Common Set You can use any value.
   Name	My Agreements You can use any value.
   Intent	Sell You must use this value.
   Allow Lines	Contains a check mark.
   Pricing Integration	Oracle Order Management Pricing You must use this value.

5. On the Edit Contract Type page, set the values, then click Save and Close.

   Attribute	Value
   Buyer Role	Customer
   Seller Role	Supplier
   Contract Owner Role	Salesperson

   You can set these attributes to any value.

Create the Contract

1. Go to the Contracts work area.

2. On the Contracts page, click Actions > Create.

3. In the Create Contract dialog, set the values, then click Save and Continue.

   Attribute	Value
   Business Unit	Vision Operations
   Legal Entry	Vision Operations
   Type	My Agreements
   Number	101 This value will display in the Sales Agreement attribute throughout the Order Management work area.
   Primary Party	Computer Service and Rentals
   Start Date	1/01/2019
   End Date	12/31/2019 Leave empty to specify a contract that never ends.
   Currency	USD
   Item Master	Vision Operations
   Contract Class	Agreement
   Intent	Sell

4. On the Edit Contract page, click Lines > Actions > Add, set the values, then click Submit.

   Attribute	Value
   Type	Product
   Name	AS54888
   UOM	Each
   Adjustment Type	Discount Percent
   Adjustment	10
   Allow Price Override on Order	Enabled
   Minimum Quantity for Order	10
   Start Date	1/1/22
   End Date	12/31/22

   If you create more than one contract line for the same item, then make sure you use a different UOM on each line. For example, this is OK:

   Contract Line	Name	UOM
   1	AS54888	Each
   2	AS54888	Dozen

   Don't use the same UOM on different lines with the same item. For example, don't do this:

   Contract Line	Name	UOM
   1	AS54888	Each
   2	AS54888	Each

   If you use the same UOM on different lines with the same item, then Order Management will randomly select the line, and it might not be the line that you need.

Set Up Order Management

1. Make sure you have the privileges that you need to administer Order Management.

2. Enable the Add Sales Agreements to Sales Orders opt-in feature.

   If you enable, then Order Management displays sales agreement attributes throughout the Order Management work area. For details about how to enable, see Opt Into Features in Order Management.

3. Set the Automatically Set Values on Sales Agreement Attributes parameter.

   For details, see Manage Order Management Parameters.

4. Promote pricing algorithms.

   • Make sure you have the privileges that you need to administer pricing.

   • Go to the Pricing Administration work area, then click Tasks > Manage Algorithms.

   • On the Manage Algorithms page, click Actions > Promote All.

     If you extended a pricing algorithm in an earlier release, then you must also create a new version and reconcile changes. For details, see Promote Pricing Algorithms Into the Latest Update.