Oracle Procurement Contracts
Oracle Procurement ContractsImplementation and Administration GuideRelease 12Part No. B31403-02January 2007
Oracle Procurement Contracts Implementation and Administration Guide, Release 12Part No. B31403-02Copyright 2004, 2007, Oracle. All rights reserved.Primary Author:Vic MitchellContributing Author:Shibhu Nambiar, Ashok Srinivasaraghavan, Yoav Eilat, Assad AkhavanThe Programs (which include both the software and documentation) contain proprietary information; theyare provided under a license agreement containing restrictions on use and disclosure and are also protectedby copyright, patent, and other intellectual and industrial property laws. Reverse engineering, disassembly, ordecompilation of the Programs, except to the extent required to obtain interoperability with otherindependently created software or as specified by law, is prohibited.The information contained in this document is subject to change without notice. If you find any problems inthe documentation, please report them to us in writing. This document is not warranted to be error-free.Except as may be expressly permitted in your license agreement for these Programs, no part of thesePrograms may be reproduced or transmitted in any form or by any means, electronic or mechanical, for anypurpose.If the Programs are delivered to the United States Government or anyone licensing or using the Programs onbehalf of the United States Government, the following notice is applicable:U.S. GOVERNMENT RIGHTSPrograms, software, databases, and related documentation and technical data delivered to U.S. Governmentcustomers are "commercial computer software" or "commercial technical data" pursuant to the applicableFederal Acquisition Regulation and agency-specific supplemental regulations. As such, use, duplication,disclosure, modification, and adaptation of the Programs, including documentation and technical data, shallbe subject to the licensing restrictions set forth in the applicable Oracle license agreement, and, to the extentapplicable, the additional rights set forth in FAR 52.227-19, Commercial Computer Software--RestrictedRights (June 1987). Oracle Corporation, 500 Oracle Parkway, Redwood City, CA 94065.The Programs are not intended for use in any nuclear, aviation, mass transit, medical, or other inherentlydangerous applications. It shall be the licensee's responsibility to take all appropriate fail-safe, backup,redundancy and other measures to ensure the safe use of such applications if the Programs are used for suchpurposes, and we disclaim liability for any damages caused by such use of the Programs.The Programs may provide links to Web sites and access to content, products, and services from third parties.Oracle is not responsible for the availability of, or any content provided on, third-party Web sites. You bear allrisks associated with the use of such content. If you choose to purchase any products or services from a thirdparty, the relationship is directly between you and the third party. Oracle is not responsible for: (a) the qualityof third-party products or services; or (b) fulfilling any of the terms of the agreement with the third party,including delivery of products or services and warranty obligations related to purchased products or services.Oracle is not responsible for any loss or damage of any sort that you may incur from dealing with any thirdparty.Oracle, JD Edwards, PeopleSoft, and Siebel are registered trademarks of Oracle Corporation and/or itsaffiliates. Other names may be trademarks of their respective owners.
ContentsSend Us Your CommentsPreface1Introduction to Oracle Procurement ContractsOracle Procurement Contracts - Overview. 1-1Oracle Procurement Contracts - Key Features. 1-12Oracle Procurement Contracts DependenciesInstallation Verification. 2-1Oracle Procurement Contracts Dependencies. 2-1Mandatory Dependencies. 2-1Conditional Dependencies. 2-23Implementation OverviewProcess Description. 3-1Implementation Task Sequence. 3-14Setting Up Oracle Procurement ContractsSetting Up Organizations For Contract Terms. 4-1Implementing Multiple Organizations Access Control. 4-4Profile Options and Profile Options Categories. 4-5Setting Up Approvers and Approval Workflow. 4-11Approval Workflows in Integrated Modules. 4-11Setting Up Lookup Codes. 4-11Enabling Keyword Search. 4-12iii
Setting Up Layout Templates.4-12Setting Up Purchasing Document Format. 4-15Using Descriptive Flexfields. 4-16Setting Up AutoNumbering. 4-17Setting Up Value Sets. 4-17Oracle Procurement Contracts Function Security. 4-18Importing Clauses from External Sources. 4-20Setting Up Contract Folders. 4-20Setting Up Variables. 4-21Setting Up Numbering Schemes.4-21Setting Up Sections. 4-22Setting Up Standard Clauses. 4-23Setting Up Contract Templates. 4-23Setting Up Contract Expert. 4-23Setting Up Contract Repository. 4-24Setting Up Contracts Workbench. 4-275Implementation and Other ConsiderationsOverview . 5-1Process Overview, Implementation Considerations, and Other Considerations.5-2Establish Contract Standards. 5-2Negotiate Contracts. 5-10Author Contracts. 5-14Approve and Sign Contracts. 5-25Execute and Monitor Contracts.5-28Administer Contract Changes.5-29Renegotiate and Close Out Contracts. 5-316Setting Up Contract Terms LibraryContract Terms Library. 6-1Managing Standard Clauses. 6-1Creating Standard Clauses. 6-1Defining Related Clauses.6-4Assigning Clauses to Folders. 6-5Approving Clauses. 6-6Managing Clauses Across Organizations. 6-6Searching for Clauses. 6-12Contract Clause Analysis Report. 6-15Managing Changes to Standard Clauses. 6-15Importing Clauses. 6-19iv
Managing Contract Templates. 6-29Creating Contract Templates. 6-30Adding Sections and Clauses.6-35Creating Contract Template Deliverables. 6-36Validating Templates. 6-39Preview Templates. 6-41Approving Templates. 6-41Searching for Templates. 6-41Managing Changes to Contract Templates. 6-43Defining Global Templates. 6-46Managing Variables. 6-47Managing Sections. 6-50Managing Folders. 6-527Contract Expert AdministrationOverview. 7-1Managing Questions. 7-3Creating User Questions. 7-3Searching for Questions. 7-5Updating Questions. 7-5Managing Constants. 7-6Creating Constants. 7-7Searching for Constants. 7-7Updating Constants. 7-8Managing Rules. 7-8Creating Rules. 7-9Searching for Rules. 7-13Activating Rules. 7-14Disabling Rules. 7-16Updating Rules. 7-17Managing Question Sequence. 7-18Creating Dependencies Between Questions. 7-19Using Contract Expert on Business Documents. 7-20AQA ValidationsValidations - Overview. A-1BWorkflowsWorkflows - Overview. B-1Approval Workflows. B-1v
CConcurrent ProgramsContract Terms Library. C-1DSeeded DataResponsibility. D-1Deliverables. D-2Document Types. D-2Layout Template. D-3Notifications. D-4Procurement Notifications. D-6System Variables. D-7Lookup Codes. D-28Function Security. D-28EXML ReferenceContract Terms XML Reference. E-1GlossaryIndexvi
Send Us Your CommentsOracle Procurement Contracts Implementation and Administration Guide, Release 12Part No. B31403-02Oracle welcomes customers' comments and suggestions on the quality and usefulness of this document.Your feedback is important, and helps us to best meet your needs as a user of our products. For example: Are the implementation steps correct and complete?Did you understand the context of the procedures?Did you find any errors in the information?Does the structure of the information help you with your tasks?Do you need different information or graphics? If so, where, and in what format?Are the examples correct? Do you need more examples?If you find any errors or have any other suggestions for improvement, then please tell us your name, thename of the company who has licensed our products, the title and part number of the documentation andthe chapter, section, and page number (if available).Note: Before sending us your comments, you might like to check that you have the latest version of thedocument and if any concerns are already addressed. To do this, access the new Applications ReleaseOnline Documentation CD available on Oracle MetaLink and www.oracle.com. It contains the mostcurrent Documentation Library plus all documents revised or released recently.Send your comments to us using the electronic mail address: appsdoc us@oracle.comPlease give your name, address, electronic mail address, and telephone number (optional).If you need assistance with Oracle software, then please contact your support representative or OracleSupport Services.If you require training or instruction in using Oracle software, then please contact your Oracle local officeand inquire about our Oracle University offerings. A list of Oracle offices is available on our Web site atwww.oracle.com.vii
PrefaceIntended AudienceWelcome to Release 12 of the Oracle Procurement Contracts Implementation andAdministration Guide.Implementers and administrators of Oracle Procurement Contracts to be used in OraclePurchasing, Oracle iSupplier Portal, Oracle Sourcing.See Related Information Sources on page x for more Oracle Applications productinformation.TTY Access to Oracle Support ServicesOracle provides dedicated Text Telephone (TTY) access to Oracle Support Serviceswithin the United States of America 24 hours a day, seven days a week. For TTYsupport, call 800.446.2398.Documentation AccessibilityOur goal is to make Oracle products, services, and supporting documentationaccessible, with good usability, to the disabled community. To that end, ourdocumentation includes features that make information available to users of assistivetechnology. This documentation is available in HTML format, and contains markup tofacilitate access by the disabled community. Accessibility standards will continue toevolve over time, and Oracle is actively engaged with other market-leading technologyvendors to address technical obstacles so that our documentation can be accessible to allof our customers. For more information, visit the Oracle Accessibility Program Web siteat http://www.oracle.com/accessibility/ .ix
Accessibility of Code Examples in DocumentationScreen readers may not always correctly read the code examples in this document. Theconventions for writing code require that closing braces should appear on an otherwiseempty line; however, some screen readers may not always read a line of text thatconsists solely of a bracket or brace.Accessibility of Links to External Web Sites in DocumentationThis documentation may contain links to Web sites of other companies or organizationsthat Oracle does not own or control. Oracle neither evaluates nor makes anyrepresentations regarding the accessibility of these Web sites.Structure1 Introduction to Oracle Procurement Contracts2 Oracle Procurement Contracts Dependencies3 Implementation Overview4 Setting Up Oracle Procurement Contracts5 Implementation and Other Considerations6 Setting Up Contract Terms Library7 Contract Expert AdministrationA QA ValidationsB WorkflowsC Concurrent ProgramsD Seeded DataE XML ReferenceGlossaryRelated Information SourcesThis document is included on the Oracle Applications Document Library, which issupplied in the Release 12 DVD Pack. You can download soft-copy documentation asPDF files from the Oracle Technology Network at http://otn.oracle.com/documentation,or you can purchase hard-copy documentation from the Oracle Store athttp://oraclestore.oracle.com. The Oracle E-Business Suite Documentation LibraryRelease 12 contains the latest information, including any documents that have changedsignificantly between releases. If substantial changes to this book are necessary, arevised version will be made available on the online documentation CD on OracleMetaLink.If this guide refers you to other Oracle Applications documentation, use only theRelease 12 versions of those guides.For a full list of documentation resources for Oracle Applications Release 12, see OracleApplications Documentation Resources, Release 12, OracleMetaLink Document394692.1.x
Online DocumentationAll Oracle Applications documentation is available online (HTML or PDF). PDF - PDF documentation is available for download from the Oracle TechnologyNetwork at http://otn.oracle.com/documentation. Online Help - Online help patches (HTML) are available on OracleMetaLink. Oracle MetaLink Knowledge Browser - The OracleMetaLink Knowledge Browserlets you browse the knowledge base, from a single product page, to find alldocuments for that product area. Use the Knowledge Browser to search forrelease-specific information, such as FAQs, recent patches, alerts, white papers,troubleshooting tips, and other archived documents. Oracle eBusiness Suite Electronic Technical Reference Manuals - Each ElectronicTechnical Reference Manual (eTRM) contains database diagrams and a detaileddescription of database tables, forms, reports, and programs for a specific OracleApplications product. This information helps you convert data from your existingapplications and integrate Oracle Applications data with non-Oracle applications,and write custom reports for Oracle Applications products. Oracle eTRM isavailable on OracleMetaLink.Related GuidesYou should have the following related books on hand. Depending on the requirementsof your particular installation, you may also need additional manuals or guides.Oracle Applications Installation Guide: Using Rapid Install:This book is intended for use by anyone who is responsible for installing or upgradingOracle Applications. It provides instructions for running Rapid Install either to carryout a fresh installation of Oracle Applications Release 12, or as part of an upgrade fromRelease 11i to Release 12. The book also describes the steps needed to install thetechnology stack components only, for the special situations where this is applicable.Oracle Applications Upgrade Guide: Release 11i to Release 12:This guide provides information for DBAs and Applications Specialists who areresponsible for upgrading a Release 11i Oracle Applications system (techstack andproducts) to Release 12. In addition to information about applying the upgrade driver,it outlines pre-upgrade steps and post-upgrade steps, and provides descriptions ofproduct-specific functional changes and suggestions for verifying the upgrade andreducing downtime.Oracle Applications Patching Procedures:This guide describes how to patch the Oracle Applications file system and databaseusing AutoPatch, and how to use other patching-related tools like AD Merge Patch,OAM Patch Wizard, and OAM Registered Flagged Files. Describes patch types andstructure, and outlines some of the most commonly used patching procedures. Part ofMaintaining Oracle Applications, a 3-book set that also includes Oracle Applicationsxi
Maintenance Utilities and Oracle Applications Maintenance Procedures.Oracle Applications Maintenance Utilities:This guide describes how to run utilities, such as AD Administration and ADController, used to maintain the Oracle Applications file system and database. Outlinesthe actions performed by these utilities, such as monitoring parallel processes,generating Applications files, and maintaining Applications database entities. Part ofMaintaining Oracle Applications, a 3-book set that also includes Oracle ApplicationsPatching Procedures and Oracle Applications Maintenance Procedures.Oracle Applications Maintenance Procedures:This guide describes how to use AD maintenance utilities to complete tasks such ascompiling invalid objects, managing parallel processing jobs, and maintaining snapshotinformation. Part of Maintaining Oracle Applications, a 3-book set that also includesOracle Applications Patching Procedures and Oracle Applications MaintenanceUtilities.Oracle Applications Concepts:This book is intended for all those planning to deploy Oracle E-Business Suite Release12, or contemplating significant changes to a configuration. After describing the OracleApplications architecture and technology stack, it focuses on strategic topics, giving abroad outline of the actions needed to achieve a particular goal, plus the installation andconfiguration choices that may be available.Oracle Applications User's Guide:This guide explains how to enter data, query reports, and navigate using the graphicaluser interface (GUI). It also includes information on setting user profiles, as well asrunning and reviewing reports and concurrent processes.Oracle Applications System Administrator's Guide:This guide provides planning and reference information for the Oracle ApplicationsSystem Administrator. It contains information on how to define security, customizemenus and online help, and manage concurrent processing.Oracle Alert User's GuideThis guide explains how to define periodic and event alerts to monitor the status ofyour Oracle Applications data.Oracle E-Records Implementation Guide:This guide contains detailed information about the architecture and setup of OracleE-Records. Oracle E-Records enables organizations to maintain electronic documentsand also supports the ability to electronically sign those documentsOracle Contracts Core User Guide:This guide provides an introduction to using the features that support Oracle's contractmanagement solution which includes Oracle Sales Contracts, Oracle ProcurementContracts, Oracle Service Contracts, and Oracle Project Contracts.xii
Oracle Contracts Implementation and Administration Guide:This guide provides detailed information about the architecture and setup of the OracleContracts product.Oracle Purchasing User's Guide:This guide provides information on setting up and using the Oracle Purchasingproduct. It provides an introduction to the concepts, features, and terminology for theprocurement professional that are included in Oracle Purchasing.Oracle Sourcing Implementation and Administration Guide:This guides describes how to set up and administer Oracle Sourcing. Oracle Sourcing isthe enterprise application that drives more and better sourcing through onlinecollaboration. It is a key component of Oracle Advanced Procurement and is anotherimportant Oracle Procurement Contracts integration.Oracle iSupplier Portal User Guide:This guide helps you understand and use Oracle iSupplier Portal, which integrates withOracle Procurement Contracts.Oracle Workflow Administrator's Guide:This guide explains how to complete the setup steps necessary for any OracleApplications product that includes workflow–enabled processes, as well as how tomonitor the progress of runtime workflow processes.Oracle Workflow Developer's Guide:This guide explains how to define new workflow business processes and customizeexisting Oracle Applications–embedded workflow processes. It also describes how todefine and customize business events and event subscriptions.Oracle XML Publisher User's Guide:This guide provides information on setting up and using RFT and PDF templates thatare used to preview and print contracts and contract templates.Integration RepositoryThe Oracle Integration Repository is a compilation of information about the serviceendpoints exposed by the Oracle E-Business Suite of applications. It provides acomplete catalog of Oracle E-Business Suite's business service interfaces. The tool letsusers easily discover and deploy the appropriate business service interface forintegration with any system, application, or business partner.The Oracle Integration Repository is shipped as part of the E-Business Suite. As yourinstance is patched, the repository is automatically updated with content appropriatefor the precise revisions of interfaces in your environment.xiii
Do Not Use Database Tools to Modify Oracle Applications DataOracle STRONGLY RECOMMENDS that you never use SQL*Plus, Oracle DataBrowser, database triggers, or any other tool to modify Oracle Applications data unlessotherwise instructed.Oracle provides powerful tools you can use to create, store, change, retrieve, andmaintain information in an Oracle database. But if you use Oracle tools such asSQL*Plus to modify Oracle Applications data, you risk destroying the integrity of yourdata and you lose the ability to audit changes to your data.Because Oracle Applications tables are interrelated, any change you make using anOracle Applications form can update many tables at once. But when you modify OracleApplications data using anything other than Oracle Applications, you may change
out a fresh installation of Oracle Applications Release 12, or as part of an upgrade from Release 11i to Release 12. The book also describes the steps needed to install the technology stack components only, for the special situations where this is applicable. Oracle Applications Upgrade Guide: Release 11i to Release 12:
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Understanding Oracle Contracts for Service 11 Understanding Oracle Contracts for Service This topic group provides overviews of the application and its components, explanations of key concepts, features, and functions, as well as the application's relationships to other Oracle or third-party applications. Overview of Oracle Contracts for Service
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