The main user objectives of the Update Contract Details page are to provide the following facilities:
Specify the Contract Administrator for a business document.
Specify the Legal Contact for a business document.
Specify the Contract Source for a business document.
Switch the Contract Source from one type to another.
When the Contract Source=Structured Terms, to select the contract template for the business document.
When the Contract Source=Attached Document, to select the document to attach, and to trigger the upload of that document.
Note: You can choose a different contract template after making an initial choice. To use this feature the business document must not be approved.
You must be in the Contract Terms page for your business document.
You have selected the Update Contract Details action.
For more information, see Contract Terms Contract Terms - Actions.
Select the Contract Administrator and Legal Contact for the business document.
Select the Authoring Party appropriate to your business document.
The Authoring Party field is not available in all business documents.
Select the Contract Source, either Structured Terms or Attached Document.
If you selected Structured Terms for the Contract Source:
If no value exists in the Current Contract Template field, you must select a value in the New Contract Template field.
If a value exists in the Current Contract Template field, you can select another template in the New Contract Template field.
Click Apply.
If you selected Attached Document for the Contract Source, select the Upload option from the Actions list of values. The system displays the Upload Contract page:
In the File field, enter the file name or click Browse to select a File to attach.
Enter a description for the file.
Click Apply.
When you retain the value of Contract Source as Structured Terms, but you change the contract template, that is, you explicitly choose a value for the New Contract Template, then the following actions occur:
All existing standard clauses are deleted from the business document:
All manually added standard and non-standard clauses are retained.
Any other changes, such as formatting and layout, are removed.
Clauses and sections from the latest version of the new contract template in the Library are copied into the business document.
You may have the situation where all of the following conditions apply:
You have changed the Contract Source from Attached Document to Structured Terms.
There is a value in the Current Contract Template field.
You have not selected a value in the New Contract Template field.
In this case, there was a previous occasion when the Contract Source had been Structured Terms, and you are now restoring the contract terms that were present then.
Oracle Contracts automatically copies the Current Contract Template to the New Contract Template, and activates all the sections and clauses that existed previously in the business document; sections and clauses from the Library version of the contract template are not copied into the business document.
If the Contract Source is Attached Document, for details of the processing triggered after you click Apply, see the section Uploading Offline Documents.