Set up the following profile options:
Self service Accessibility Feature (User Level): For all users that want to use the Rich Text features in authoring clauses, set the User Level profile option to None. If you set this profile option to None, users can use the Rich Text features such as bold, italic, underline, and indent. If you do not set the profile option to None, they can use only the plain text to author clauses
OKC: Terms Library Intent (Responsibility Level): If your organization uses the Contract Terms Library only for Sales Contracts, set the value for the OKC Clauses Library Intent profile option to Sell. This way, users do not need to select an intent when creating clauses or any other entities such a templates and rules.
OKC: Global Operating Unit (Site Level): Use this profile option to define your global operating unit.
Note: Changing the value of this profile option after it has been set is not recommended. This could cause data issues with clauses and templates in the Contract Terms Library.
OKC: Generate Deviations Report for Approval (Application Level): Use this profile option to control whether the Contract Deviations report, which is generated during contract authoring, should be attached to the approval notification for the contract. If you set the profile option to No, the system does not attach the Contract Deviations report to the notification. For more information about the Contract Deviations report, see the online help topics in Oracle Contracts, Oracle Procurement Contracts, and Oracle Sales Contracts.
Note: Even if you set the profile option to a specific value, you can override this value on a contract-by-contract basis.
OKC: Clause Import XML File Location (Site Level): Use this profile option to specify the location of the XML file containing the clauses and other data that must be imported into the Contract Terms Library.
OKC: Layout Template for Contract Deviations Report (Application level): Use this profile option to control the format of the deviations report that will be attached to the approval workflow notification.
OKC: Use Contract Expert (Site Level): Use this profile option to make Contract Expert available for use in your organization. If you set the profile option to No, Contract Expert will not be available for use.
OKC: Use Clause Number in Contracts (Site and Application Levels): Use this profile option to control whether the clause number is also displayed with the clause title when viewing contract terms in the structured view during contract authoring. For more information about structured terms, see the online help topics in Oracle Sales Contracts.
Sequential Numbering (Responsibility Level): Use this profile option to set up AutoNumbering clauses within one or more operating units. For more information, see the Setting Up AutoNumbering section.
MO: Operating Unit (Responsibility Level): Use this profile option to determine the operating units that can be accessed for a given responsibility. If you intend to use the Multi-Org access control feature, use this profile option in conjunction with the MO: Security Profile option that is provided subsequently.
Note: Set the profile option MO: Operating Unit at least at the Site level. If the profile option is not set at the Site level, you cannot access any responsibility.
MO: Security Profile (Responsibility Level): Use this profile option if you want to implement the Multi-Org access control feature in the Contract Terms Library. For more information, see the Implementing Multiple Organizations Access Control section.
BOM: Configurator URL of UI Manager (Site Level): Use this profile option to enable Contract Expert in Oracle Sales Contracts. Set the profile value to a URL, for example, http://ap6172rt.us.oracle.com:8001/configurator/oracle.apps.cz.servlet.UiServlet.