A clause must either be approved or in draft form before it can be added to a contract template. Using this procedure, you can select one or more clauses to be added to a contract template. You may have placed clauses into one or more folders.
To add a clause to a contract template, you must have at least one section on a template.
The general procedure of adding clauses to a contract template is as follows:
First, you must decide where to place the clause or clauses in the contract template.
Then, you must find the clauses either by using search criteria, or by browsing folders.
Finally, you must select the clauses that you want to add.
Note: You can add clauses whose status is anything other than Expired to the template. However, when the template is submitted for approval, the validation process will identify an error if the template contains clauses with statuses other than Draft, Approved, or Rejected.
You must be in the Clauses tab of the details page for your contract template; you must be in the process creating or updating the contract template.
Select the place among the contract terms in the contract template where you want to add the clause or clauses. You can select a section, a subsection, or another clause.
Click Add Clause.
Navigate to the Create Contract Template page.
Navigation: Library > Contracts Template tab > Create Template button
Enter the general information for the template.
Click Apply and Add Details.
Navigate to the Clauses subtab. On the Clauses subtab, you can define the structure and layout of the template consisting of sections, subsections and clauses. This is the component that contains all the contract terms. From the Clauses subtab, you have access to the following options:
Add Sections: You can build a hierarchy of sections and subsections and insert clauses into this hierarchy. You can create a new section or select from a predefined library of sections. If you pick a section from the library, you cannot override the section name. To add clauses, you must define at least one section on the template.
Add Clauses: To add a clause, select a location for the clause in the hierarchy, and then click the Add Clause button. You can insert clauses only in the context of a section or subsection. You can perform a blind search or begin your search with % to add clauses to the template. You can also search for clauses by browsing through folders, or based on:
Keyword
Number
Clause Type
Title
Default Section
Provisions Only: Select this check box if you want to search only for Provision type clauses (this field is available for templates with the Buy intent only).
For more information on searching by keywords, see the Clause Keyword Search Feature section.
Alternatively, you can click Browse, to search folders for clauses to add to the contract template.
To make a clause mandatory in the template, select the Mandatory check box. This prevents the clause from being deleted from the business document, except through special privileges.
If a clause has alternate relationships defined, the Select Alternate icon is enabled. Click Select Alternate to view all the alternates for the clause on the template. If you select an alternate clause, it replaces the original clause on the template.
After creating the necessary sections and subsections and inserting clauses, use the Move button to change the order of clauses and sections in the template. Select the sections or clauses that you want to move, and click the Move button. Select the location in the hierarchy where you want to move the selections. Then, for sections, use the Location field to indicate whether you want to move before, after, or within the selected location.
You can apply a numbering scheme to the sections and clauses structure. Use the Renumber button to renumber the terms.