Steps:To create a contract template, you can either:
Use these procedures to create a new contract template.
To create a new contract template:
Navigate to the Create Contract Template page.
Navigation: Library > Contracts Template tab > Create Template button
Select an operating unit from the list of values. The list of values is based on the security profile that was defined for the responsibility that you are using. For more information, see Setting Up Operating Units and Setting Up Profile Options.
Note: After you save a template, you cannot change its operating unit, even if the template is in Draft status. Make your selection carefully when creating a template from the list of available operating units.
Enter a unique name for the template. Note that the template name is unique within operating units.
Select the Intent for the template. The intent for Sales Contracts should be set to Sell.
Either accept or change the default start date, which is the system date.
Optionally, enter a description for the template.
Either accept or manually change the status of a template from Approved to On Hold. When you create a new template, the system sets the template status to Draft. Except for the On Hold status, the system controls all statuses on a template.
Link all contract templates that have the same context and purpose but are in different languages. To do this, use the Language and Translated from Template fields to specify the language and primary template for the contract template:
The list of values for the Languages field displays all active languages that have been installed in your instance.
The list of values for the Translated from Template field includes all contract templates that are in the same operating unit as the current template, with the same intent but in a different language.
If you select a Translated From template, you also must select a language for the template.
You cannot update the Translated From Template field on a template that is referenced by other translated templates.
You can update the Language and Translated from Template fields after approval without requiring a template revision.
After you save the template, the system displays the Translated Templates subtab. If applicable, the subtab displays the following information: Name, Description, Language, Status, and Translated From.
Select a layout template from the list of values. The layout template is used by the system to prepare the template for preview. For more information, see the Setting Up Layout Templates section.
Optionally, enter any instructions for using the template.
Optionally, select the Global check box to make the template available for duplication in all operating units. This is applicable only for global operating units. For more information, see the Global Templates section.
Select the Contract Expert Enabled check box to make the Contract Expert feature available on a business document to which the template is applied. By selecting the check box:
Contract Expert rules can be assigned to the template.
All existing Contract Expert rules with the Apply to All Templates option selected are assigned to the template automatically. For more information about creating and assigning rules, see the Creating Rules section.
The system displays the Rules subtab (after the user has saved the template). From the Rules subtab, you can view the Contract Expert rules that are applicable to the contract template. Also, you can view the sequence of questions that are used in the rules.
Select the Expert Clauses Mandatory check box if you want to make the clauses, brought in by Contract Expert, mandatory on the business documents. You can select the Expert Clauses Mandatory check box only if you first select the Contract Expert Enabled check box.
Note: Selecting this box makes all of the Contract Expert clauses mandatory on the contract. You cannot apply this option to only certain clauses.
Select a Default Section if the template is enabled for Contract Expert.
Contract Expert places the clauses that it selects into the Default section of the template if those clauses do not have a default section assigned to them in the library.
Note: If you want to make changes to the Contract Expert fields after a contract template has been approved, see the special considerations that apply when you change Contract Expert fields on contract template revision.
In the Document Types region, you can assign the template to one or more business document types. This enables users to select this template while authoring a contract of this document type.
To add a document type, click the Add Another Row button and enter the following information:
In the Document Type field, select the relevant contract type from the list of values (examples are Standard Purchase Order and RFQ).
Optionally, select the Default Template check box to set the template as a default for all business documents that are authored using that document type. For each document type, you can set only one contract template as the default template.
Note: This is only a first level default setup. Other applications, such as Oracle Quoting and Oracle Order Management, require additional setup to define default contract templates. For instance, Oracle Order Management uses the Transaction Type definition to set up these defaults.
Click Apply and Add Details.
Add sections and clauses to the template. For more information, see the Adding Sections and Clauses section.
If Contract Expert is enabled on the contract template, you can click the Rules tab to view the list of rules that are assigned to the template. From the Rules table, you can click a rule link to view the rule details.
You can also view the question sequence in the Questions table.
You can change the question sequence for the contract template on the Contract Expert tab. For more information, see the Managing Question Sequence section.
From the Actions menu, choose:
Submit: Submit the template for approval. A contract template that is created with no clauses cannot be submitted for approval.
Validate: Run the QA check process to validate that the template is correct. If the validation returns error messages, you cannot submit the template for approval until the errors are corrected.
Preview: Preview the contract template to ensure that the format and layout of the template are according to the contract printing standards for the operating unit.
Delete: Delete the contract template. You can delete only templates that are in Draft or Rejected status.
Consider the following when creating and using contract templates:
Searching for templates: As a convenience, you can perform blind searches on contract templates. If you are not sure about the criteria to search for templates, clicking Go, without entering any criteria, displays all the templates that exist in the system. However, note that Operating Unit is a mandatory search parameter.
Using Language and Translated from Template features: If your company creates contracts in multiple languages, you may want to consider using these features. The Language and Translated from Template fields help you when selecting a contract template that you want to apply to a business document. In addition, if you are using Oracle iStore, the system automatically displays the template in the appropriate language, based on the language preferences setup.
Clauses used in language templates: Clauses do not have languages associated with them. So, if you are creating templates in a specific language, ensure the clauses that you want to add to the template are also in the appropriate language.
Default section for Contract Expert: This section is used to bring in Contracts Expert clauses that are not already assigned to any other section. From an implementation perspective, if you use Contract Expert to bring in the clause, a default section should be assigned to that clause.
Also, the list of values, for the default section on the template, is based on the sections that are created in the Contract Terms Library. For example, if you create a new section on the template, you cannot set this section as the default section.
If a section that was assigned as the default section is later inactivated, this change will not impact existing contracts. However, when the template is next updated, an appropriate warning is provided to update the default section assignment.
A contract template that is enabled for Contract Expert can also contain standard clauses and sections. As with all contract templates, its constituent clauses and sections are automatically added to a business document when the contract template is applied to the business document.
Clauses are not mandatory for templates enabled for Contract Expert. However, they are mandatory for other templates.
You can create new templates by copying the existing templates. Templates can be copied within the same operating unit, regardless of the template status. The system copies all the information, including clauses and Contract Expert rules, from the original template to the new template, except for rules with the Disabled status.
You can also duplicate a global template in the local operating unit.
For more information, see the Global Templates section.
Steps:To duplicate from an existing template:
Navigate to the Contract Templates page.
Navigation: Library > Contract Templates tab
Search for the source template. For more information, see the Searching for Templates section.
In the Results section, select the source template.
Click the Duplicate button to open the Duplicate Contract Template page.
In the Name field, enter a new name for the template. The system copies the entire content of the source template along with the section, subsections, layout, and formatting details to the new template. The new template's status is Draft.
Make other necessary changes to the new template. For more information, see the Create a New Contract Template.
Save the template.
From the Actions menu, you can select the following:
Submit: Submit the template for approval.
Validate: Run the QA check process to confirm that the template is correct.
Preview: Preview the contract template.
Delete: Delete the contract template.