Contract documents are files attached to a business document that represent or relate to the business document's contractual terms.
The categories of contract document that can be added to your business document are as follows:
Approval Abstract
Contract
Contract Image
Supporting Document
You can have as many contract documents of each document category attached to the business document as you require.
When working on a business document that has already been approved, you can add new documents or add documents from previous versions, so long as the categories of the documents are either Contract Image or Supporting Document.
Documents whose category is Approval Abstract can be attached to the business document and categorized in the following ways:
Manually
When you have run a deviation report on a business document, and selected the option to attach it to the approval notification during the approval process, the deviation report document is automatically added to the business document during approval as a document with category Approval Abstract.
The Contract category documents can be added to a business document by the following means:
Automatically, as part of the approval process in Oracle Purchasing, or when the Contract Source of the business document is Attached Document and you upload a Microsoft Word document. In this latter case, the attached document is also flagged as the Primary Contract Document.
Manually, but only when the status of the business document is not Approved.
The Contract category documents that are automatically added as part of the Oracle Purchasing approval process are standard PDF documents. When you manually add a Contract category document, it does not have to be a PDF document.
Note: When an Oracle Purchasing document is approved, the procedure of adding the PDF document is performed immediately afterwards. There may be a short time period in which you do not find the PDF document attached to the Oracle Purchasing document.
Note: When you create a business document by duplicating an existing business document, all the contract documents associated with the original business document in the Contract category and the Supporting Document category are copied across to the new business document, including the system-generated PDF version of the original business document.
Documents whose category is Contract Image can only be attached manually to the business document, which can have any status.
Documents whose category is Supporting Document can be attached to the business document and categorized in the following ways:
Manually
When the Contract Source of certain business documents, such as sales orders, purchase orders, and other purchasing documents, is switched from Attached Document to Structured Terms, you are asked if you want to retain the Primary Contract Document as a document with category Supporting Document.
If you agree to this retention, the category of the document changes from Contract to Supporting Document, and it is no longer flagged as the Primary Contract Document.