Business and legal users sometimes wish to locate contracts or contract attachments containing a certain word or phrase. The Content Search feature lets you perform this search in procurement, sales, and standalone repository contracts. You can perform text queries in conjunction with structured data queries. Content search provides the flexibility to match your word or phrase in both structured text, such as contract terms, and unstructured text, such as text contained in attached contract documents. Additional structured contract attributes are used to refine the search, and include contract number, contract name, party name, status group, and so on.
The content search feature uses the Multiple Organization Access Control (MOAC) security feature, the Intent of the Contracts Intent Access Control profile option, and the access control list (for repository contracts and quotes).
Limitations of content search are that you cannot search for:
Special characters such as, -, =, (, and so on.
Stoplists that contain words that are not commonly indexed such as, a, and, and so on.
Image files
For more information about special characters and stoplists, see Oracle Text Reference.
The content search feature uses Oracle Text indexing and requires certain concurrent programs to be run periodically. To perform the content search, first you must run the Create Contract Content Search concurrent program. Then, based on your requirement, you must run the following concurrent programs periodically:
Synchronize Contract Content Search Index
Optimize Contract Content Search Text Index
Content Search: Generate Draft Attachments
Navigate to the Contracts Workbench.
Click the Contracts Content Search link. The Contracts Content Search page appears.
You can also access the Contracts Content Search page from the Simple Search page and the Advanced Search page.
Enter a word or phrase as the search criteria.
Optionally, refine the search by entering other search criteria such as Contract Number, Contract Name, Party Name, and so on.
For every search criterion, the following table describes the mapping of the field to various types of transactions:
| Search Field Name | Purchase Order | Sales Order | Sales Agreement | Quote | Auction/RFI/ RFQ | Repository Contract |
|---|---|---|---|---|---|---|
| Contract Number | PO Number | Order Number | Order Number | Quote Number | Doc Number | Contract Number |
| Contract Name | Comments | Null | Sales Document Name | Quote Name | Auction Title | Contract Name |
| Party Name | Vendor Name | Customer Name | Customer Name | Party Name on Quote | Negotiation Parties | Contract Party |
| Status Group | PO status | Sales Order Status | Sales Agreement Status | Quote Status | Auction Status | Contract Status |
| Effective Date From | Approved Date | Booked Date | Activation Date | Null | Bidding Open Date | Contract Effective Date |
| Effective Date To | Null | Expiration Date | Expiry Date | Expiry Date | Bidding Close Date | Expiry Date |
| Internal Contact | Buyer | Sales Representative | Sales Representative | Sales Representative | Buyer | Contract Administrator |
Select a value from the Status Group drop-down list.
The following table maps the status group's field value to its meaning for contracts in the contract repository, in purchasing documents, and in sourcing documents:
| Status Group Value | Contract Repository | Purchasing Document | Sourcing Document |
|---|---|---|---|
| Draft | Draft Pending Approval Pending Signature | Incomplete In Process Pre-Approved Requires Re-approval | Preview |
| Active | Approved Signed | Approved Reserved Open | Active |
| Inactive | Canceled Rejected Terminated | Rejected Returned Hold Frozen Cancelled Not Reserved Closed | Closed Awarded Canceled |
Click Go.
The system displays information about contracts and the attached contract documents that match your search criteria.
Click the icon in the Contract File column.
The system opens the Contract File page, which lists the document names as links that can be downloaded. Expand the Details column to view snippets containing the word or phrase that you have searched for.