procurement contract setup
DESCRIPTION
Oracle Procurement Contract SetupTRANSCRIPT
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 templateRES: 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