The following applies when the Contract Source of a business document is Structured Terms.
You can set up your local operating units to adopt global clauses automatically or manually.
Auto adoption of global clauses feature: This feature provides automatic adoption of global clauses to operating units that do not require a manual review and approval process.
For example, a company with more than one operating unit, can define global clauses and make them available to all operating units. During the workflow approval for a global clause, once the clause is approved, the system verifies the operating units that are set to adopt clauses automatically. The system automatically adopts the global clause for these operating units with no manual intervention.
Manually adopting or localizing global clauses: For operating units that require a review and approval process, this feature enables them to make the global clauses available for use in their own operating unit.
The operating units can use one of the following options:
Adopt Global Clause: Adopt the global clause without changes.
This records the user name and system date and time of adoption along with the adopting operating unit. They can adopt multiple global clauses at the same time. After adoption and approval of global clauses, the local operating unit can use them to author contracts.
Localize Global Clauses: Localize the global clause by making some changes to the clause or by translating it to the language of the local operating unit.
The system creates a copy of the clause in Draft status. During localizations, you can modify the clause text and add or delete variables from the text. You can then submit the Local clause for approval. The approver name and date are recorded as the adoption details for the clause.
Note: if you are not changing the intent of the clause text and are only translating it into the local language, you can select the Translation Only check box. This is for informational purposes and can be used to report on why a clause was localized.
This section covers the following topics: