Scribd
Upload
2K views23 pages

Procurement Contract Setup

1) The document provides steps for setting up procurement contracts in Oracle, including defining terms libraries, clauses, sections, templates, and attaching templates to purchase orders. 2) Key steps include setting up approval clauses, contract templates, and purchase order document types to enable contract terms functionality. 3) User roles like Contract Terms Library Administrator and Purchasing Super User are referenced for completing setup tasks like creating clauses, sections, templates, and attaching templates to purchase orders.

Uploaded by

Tito247
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOC, PDF, TXT or read online on Scribd
2K views23 pages

Procurement Contract Setup

1) The document provides steps for setting up procurement contracts in Oracle, including defining terms libraries, clauses, sections, templates, and attaching templates to purchase orders. 2) Key steps include setting up approval clauses, contract templates, and purchase order document types to enable contract terms functionality. 3) User roles like Contract Terms Library Administrator and Purchasing Super User are referenced for completing setup tasks like creating clauses, sections, templates, and attaching templates to purchase orders.

Uploaded by

Tito247
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOC, PDF, TXT or read online on Scribd
You are on page 1/ 23

Oracle Procurement Contract

Setup
@ Profile options @

1- OKC: Terms Library Intent < < USER level is


BUY >>

For restrict the intent wile creating a clauses or template

2- OKC: Clauses Sequence Category

For setup auto number clauses

3- OKC: Global Operating Unit << Add


ORGANIZATION >>

For define global organization

4- PO: Contract Enable << SITE level is


YES >>

5- PO: Generate Amendment Document <<SITE, APPS, RES


and USER is YES >>

6-PO: Auto Approve Po after Buyer’s E-signature << YES >>

For automatically changed to approved after the buyer sign using the
workflow

If << NO >> the buyer needs to accept the document from ACCEPTANCE
window

7- EDR: E-Records and E-Signatures

To enable electronic signature function

@ Setup Approval Clauses @

Need to setup approval clauses to can change “Clauses status” and


“Contract template” to APPROVED
Without it can’t make your setup is active.

1- RES: Inventory + setup + organization + chose the ORG + Operating


Unit + contract terms + Define the “APPROVAL NAME”

2- RES: SYS Admin + Run this request << Work Flow Background
Process>>

3- RES: SYS Admin + Workflow + Notification + Approve clauses

@ Setup Contract Steps @

1-Layout template:-

NOTE: in any implementation use the seeded template <<


Oracle Contract Terms Template>>
RES: Oracle XML Publisher Administrator

FUN: Template + Create New +

Add you data in the following Screen + Add the template file + Apply
You can add another ” template file” for the same layout “Qemmah
Template”

From “Button” Add FILE

2- Clauses:-
RES: Contract Terms Library Administrator + Clauses + Create
Clauses +

Add you data in the following Screen + Add


Query for this Clause and chose SUBMIT the clauses status change
automatically To <<Pending Approval>>
RES: SYS Admin + Workflow + Notifications + open clauses +
Approve this CLAUSES
3- Sections:-
RES: Contract Terms Library Administrator + Sections + Create
Sections +

Add you data in the following Screen + Apply


4- Contract Template:-
RES: Contract Terms Library Administrator + Contract template +
Create Template +

Add you data in the following Screen + Apply


Must add Document Type for this template by this screen +
Add Another Row
Add “sections” + Apply “Note” you can make new VERSION for this
template
Mark at this section and add “Clauses” for it + Apply
Query for the clauses + Apply

Chose “Button” GENERAL then action is SUBMIT


The template status will be “Pending Approval”
RES: SYS Admin + Workflow + Notifications + select the “Qemmah
Template” + APPROVE
5-Create PO and attach contract template
RES: Purchasing Super User + Purchase order + Create PO +
“Button” Terms + Author Contract Terms + Add your Contract
Template

Then Apply Template


6- View Contract Terms:-
Open PO + Terms + View Contract Terms + Action + Preview Contract
NOTE:-

When setup Procurement Contract make sure from this point

RES: Purchasing Super User + Setup + Purchasing + Document Type + Chose type
of PO you assign in your Contract Template + “field” Contract Terms Layout MUST be
<<Oracle Contract Terms Template>>

Same the Contract Terms Layout you define before In “Contract template”
How setup Document Sequences?
1- RES: SYS Admin + Application + Document + Define

2- RES: SYS Admin + Application + Document + Category


3- RES: SYS Admin + Application + Document + Assign

You might also like