PeopleSoft Enterprise Supplier Contract Management 9.1 PeopleBook - Oracle

PeopleSoft Enterprise SupplierContract Management 9.1PeopleBookNovember 2009

PeopleSoft Enterprise Supplier Contract Management 9.1 PeopleBookSKU fscm91pbr0Copyright 1992, 2009, Oracle and/or its affiliates. All rights reserved.Trademark NoticeOracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of theirrespective owners.License Restrictions Warranty/Consequential Damages DisclaimerThis software and related documentation are provided under a license agreement containing restrictions on use anddisclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement orallowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit,perform, publish or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilationof this software, unless required by law for interoperability, is prohibited.Warranty DisclaimerThe information contained herein is subject to change without notice and is not warranted to be error-free. If you findany errors, please report them to us in writing.Restricted Rights NoticeIf this software or related documentation is delivered to the U.S. Government or anyone licensing it on behalf of the U.S.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, the use, duplication,disclosure, modification, and adaptation shall be subject to the restrictions and license terms set forth in theapplicable Government contract, and, to the extent applicable by the terms of the Government contract, theadditional rights set forth in FAR 52.227-19, Commercial Computer Software License (December 2007).Oracle USA, Inc., 500 Oracle Parkway, Redwood City, CA 94065.Hazardous Applications NoticeThis software is developed for general use in a variety of information management applications. It is not developed orintended for use in any inherently dangerous applications, including applications which may create a risk of personalinjury. If you use this software in dangerous applications, then you shall be responsible to take all appropriate fail-safe,backup, redundancy and other measures to ensure the safe use of this software. Oracle Corporation and its affiliatesdisclaim any liability for any damages caused by use of this software in dangerous applications.Third Party Content, Products, and Services DisclaimerThis software and documentation may provide access to or information on content, products and services from thirdparties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kindwith respect to third party content, products and services. Oracle Corporation and its affiliates will not be responsible forany loss, costs, or damages incurred due to your access to or use of third party content, products or services.

ContentsPrefacePreface . xxiOracle's PeopleSoft Application Fundamentals . xxiPages With Deferred Processing . xxiiPeopleBooks and the Online PeopleSoft Library . xxiiCommon Elements Used in This PeopleBook . xxiiiPart 1Supplier Contract Management OverviewChapter 1Getting Started with PeopleSoft Supplier Contract Management . 3PeopleSoft Supplier Contract Management Overview . 3PeopleSoft Supplier Contract Management Integrations . 4PeopleSoft Supplier Contract Management Implementation . 6Chapter 2Understanding PeopleSoft Supplier Contract Management . 7PeopleSoft Supplier Contract Management . 7Supplier Contract Components . 8Supplier Contract Components . 9Requests for Proposals . 11Transactional Purchasing Contracts . 11Transactional Purchase Orders . 11Requisition Documents . 12Agreements . 12Source Transactions for Authoring Purposes . 13Document Library . 14Document Life Cycle . 17Syndication . 22Copyright 1992, 2009, Oracle and/or its affiliates. All Rights Reserved.iii

ContentsSupplier Contract Sample Permission Lists, Roles, and Users .Sample Users, Roles, and Permission Lists .Typical Users of PeopleSoft Supplier Contract Management .Supplier Contract Management Integration with Other PeopleSoft Applications .PeopleSoft Purchasing Integration .PeopleSoft Strategic Sourcing Integration .PeopleSoft eProcurement Integration .Microsoft Word Integration with PeopleSoft Supplier Contract Management .2222242626282929Part 2Supplier Contract Management Transactional SystemChapter 3Defining Supplier Contracts . 35Understanding Supplier Contract Management Transactional Purchasing Contract Definition (Contract Entry). 35Common Elements Used in This Chapter . 36Creating Purchasing Contracts (Contract Entry) . 37Pages Used to Create Purchasing Contracts . 37Defining Purchasing Contract Information . 38Adding Contract Line Information . 44Adding Contract Category Information . 44Reviewing Supplier Contract Releases . 45Accessing Syndication Features . 45Adding Purchasing Contract Documents . 45Understanding Purchasing Contract Document Creation . 45Pages Used to Add Purchasing Contract Documents . 50Creating Purchasing Contract Documents . 51Copying Existing Purchasing Contract Documents . 52Adding Requisition Documents and Wizard Responses . 53Adding Purchase Order Contract Documents . 55Understanding Purchase Order Contract Documents . 55Pages Used to Add Purchase Order Contract Documents . 58Adding Purchase Order Documents . 59Setting Up Spend Thresholds and Running Contract Alert Workflows for Purchasing Contracts . 60Understanding Spend Thresholds and Contract Alerts . 61Pages Used to Set Up Spend Thresholds and Run Contract Alert Workflows for Purchasing Contracts .62Defining Contract Header Spend Thresholds for Transactional Contracts . 62Defining Contract Line Item Spend Thresholds for Purchasing Contracts . 65ivCopyright 1992, 2009, Oracle and/or its affiliates. All Rights Reserved.

ContentsRunning Contract Alert Workflow Processes .Setting Up Contract Release Processes for Purchasing Contracts .Understanding the Contract Release Process .Pages Used to Set Up Contract Release Processes for Procurement Contracts .Staging Contract Releases to Create Purchase Orders .Sourcing Purchase Orders Automatically .Running the Purchase Order Calculations Process .Creating Purchase Orders Using Staging Table Data .Viewing and Updating Purchase Orders in Staging Tables .Accessing Related Links for Supplier Contracts .Pages Used to Access Related Links for Supplier Contracts .6666676767686868686969Chapter 4Defining Contract Agreements . 71Understanding Contract Agreements . 71Contract Agreements and Contract Compliance . 71Agreement Use . 72Common Elements Used in This Chapter . 73Using Agreement Metrics . 73Metric Measurements . 74Metric Measurement Types . 75Steps for Implementing Metric Measurements with Agreements . 78Predefining Agreements . 84Pages Used to Predefine Agreements . 85Setting Up Basic Agreement Information . 85Defining Agreement Verification Steps . 88Assigning Clauses to Agreements . 90Assigning Notifications for Agreements and Steps . 91Processing Agreement Notifications . 94Assigning Agreements to Purchasing Contracts . 97Understanding Purchasing Contract Agreements . 97Pages Used to Assign Agreements to Purchasing Contracts . 97Assigning Contract Header Agreements . 99Setting Up Header Agreement Verification Steps . 102Assigning Contract Header Clauses . 105Assigning Contract Header Notifications . 105Assigning Contract Item Line Agreements . 105Assigning Contract Line Clauses . 106Assigning Contract Item Line Notifications . 106Assigning Contract Category Agreements . 106Assigning Contract Category Clauses . 107Assigning Contract Category Notifications . 107Copyright 1992, 2009, Oracle and/or its affiliates. All Rights Reserved.v

ContentsChapter 5Managing Contract Agreements . 109Understanding Agreement Management .Updating Agreement Statuses .Pages Used to Update Agreement Statuses .Searching for Contract Agreements .Updating Agreement Statuses .Verifying Agreement Verification Steps .Uploading Attachments for Agreement Steps .Updating Contract Procurement History .Procurement Updates .Page Used to Update Contract Procurement History .Running Procurement Updates .Monitoring Agreement Compliance .Pages Used to Monitor Agreement Compliance .Defining Selection Criteria for Contracts to View .Monitoring Agreement Compliance for Contracts .Reviewing Summary Details for Agreement Statuses .Reviewing Contract Agreement Statuses .Pages Used to Review Agreement Statuses .Reviewing Agreement Statuses .Reviewing Agreement Verification Details 29129129130Chapter 6Maintaining Supply-Side Documents and Deliverables . 131External Users and Document Collaboration .Understanding Contract Deliverable Verification Steps .Reviewing and Collaborating on External Documents .Understanding External Collaboration .Pages Used to Maintain External Contract Documents .Searching for External Documents .Maintaining and Collaborating on External Documents .Viewing Attachments and Related Authored Documents .Viewing External Document Details .Viewing External Document History .Viewing External Collaboration History Details .Sending Email to Contract Administrators and Other Supply-Side Users .Signing External Documents .Understanding External Document Signatures ight 1992, 2009, Oracle and/or its affiliates. All Rights Reserved.

ContentsPages Used to Sign External Documents .Signing External Documents Using Digital Signatures .Maintaining External Contract Deliverables .Understanding External Contract User Access .Pages Used to Maintain External Contract Deliverables .Searching for Contract Deliverables .Reviewing Contract Deliverable Verification Steps .Updating Deliverable Verification Steps .Reviewing Contract External Deliverable Verification Steps .Pages Used to Review Contract External Deliverable Verification Steps .Reviewing External Deliverable Verification Steps .Reviewing Contract Performance .147147148148148149151152155155155156Chapter 7Syndicating Supplier Contracts and Contract Messaging . 157Understanding Contract Syndication .Contract Syndication .Contract Syndication Steps .Contract Syndication Enterprise Integration Points .Setting Up Contract Syndication .Setup Requirements .Defining Contracts for Syndication .Pages Used to Define Contracts for Syndication .Creating a New Contract and Process Option .Entering Syndication Details .Creating Releases Against Syndicated Contracts .Viewing Staged Releases for Syndicated Contracts .Viewing Syndicated Line Released Details .Viewing Syndicated Category Line Released Details .Syndicating Supplier Contracts .Page Used to Syndicate Supplier Contracts .Syndicating Contracts .Capturing Parent Activities .Understanding Activities .Page Used to Capture Parent Activities .Capturing Parent Activities .Publishing Outbound Messages .Understanding Outbound Messages .Pages Used to Publish Outbound Messages .Publishing Messages .Defining Criteria for Publishing Outbound Messages .Reviewing Contract Activities .Copyright 1992, 2009, Oracle and/or its affiliates. All Rights 1172172173178178180180182182183183185185vii