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