The Contract Expert Summary page includes the following sections:
Clauses: This section displays a summary list of the clauses to be added to the business document by Contract Expert. The clauses appear in this section not only as a result of the questions you have answered, but also because of the values of system variables and the existence of other clauses in the business document that were previously brought in by Contract Expert. See special considerations for null system variables.
To view the text and other details for a clause, click the Clause Title link. The system displays the Contract Expert: View Clause page. You cannot make any changes to the clause details from this page.
Deviations: This section provides a tabular list of the policy deviations as evaluated and generated by Contract Expert.
Each entry of the policy deviations list includes the following columns:
Deviation: A link for the reported deviation. You can click the link to view the conditions that led to the deviation.
Description: A short description for the deviation.
Document Line: A unique identifier from the business document to indicate the line on which the deviation was detected and reported.
Item: The item number or item category to provide additional context to the line identifier.
Item Description: item or category description.
The Contract Expert: View Clause page displays the following information for the clause that you have selected from the Contract Expert Summary page:
Clause Title
Section
Display Name
Type
Description
Instructions
Text
Provision
Protect Text
You must have started a Contract Expert session.
You must have clicked Continue in the Questions page. See Starting Contract Expert and Answering Questions.
From the Clauses section, you can view the details of each clause.
Note: To return to the summary list page from the clause details page, click the link Return to Contract Expert, not the browser Back button.
After viewing the clauses to be added to the business document, you can perform one of the following operations:
Click Cancel.
If you confirm this, you exit the Contract Expert session without adding any clauses to the business document.
Note: A message warning you that clauses will not be added to the business document appears in some, but not all, cases. For example, if you have saved the responses to questions in the previous page, this warning message will not be displayed.
Click Back.
Note: Do not click the browser Back button.
You return to the Questions page, and can continue to answer questions. See Starting Contract Expert and Answering Questions.
Click Finish.
You exit the Contract Expert session, and, in general, the clauses that appear in this page are added to the business document.
Note:
If you have replaced a Contract Expert added clause in your business document with an alternate clause, and then run Contract Expert again, Contract Expert will not replace the alternate with the original clause.
If you have made a clause non-standard that was previously brought in by Contract Expert, the system will not replace the non-standard clause with the standard Contract Expert clause.
If a standard clause exists in the business document because it was brought in by Contract Expert in a previous session, and it is reselected for addition in the current session, the clause is not replaced. It remains in the business document as it was originally added.
Clauses that were added to the business document during a previous Contract Expert session may be removed in subsequent Contract Expert sessions. This may result in empty sections in the business document, that is, sections without any clauses. Though empty sections are checked for and appear as warnings in a validation report, you may want to delete empty sections manually.
When you finish the Contract Expert session, you return to the Contract Terms page for your business document, where each clause added as a result of the session is available. To see the clauses in the Contract Terms page, you must expand the sections into which the clauses were added.
The section into which each clause is placed is determined from the following:
The first choice is the Default Section for the clause as defined in the Library.
Note: This is still the first choice even if the Default Section for the clause was invalidated in the Library after the contract template was applied to the business document.
If there is no default section for the clause in the Library, the clause is placed into the Default Section set up in the contract template.
These clauses are marked as Contract Expert clauses.
You can perform all the standard operations on these clauses, such as renumbering, moving to other sections, editing, deleting, and so on.
When a system variable is optional for a business document and you do not provide a value, the system uses Null as the system variable value. In some cases, this can lead to clauses being added to or removed from a business document.
For example:
System Variable Condition: Payment Terms not in (Net 30, Net 45, Net60).
Result: Add Clause Special Payment Terms.
If you do not provide a value for the Payment Terms system variable on the business document, and then run Contract Expert, the system uses the value Null for the Payment Terms system variable. It evaluates the value Null as satisfying the requirement of "Not in (Net 30, Net 45, Net60)" and selects the Special Payment Terms clause for addition.
In some cases, you may have a combination of both mandatory and optional clauses selected by Contract Expert, as in the following example:
You create the contract template and set the Expert Clauses Mandatory check box; you attach this contract template to the business document.
You run Contract Expert on the business document, and it selects clauses C1, C2, and C3 as mandatory clauses.
You deselect the Expert Clauses Mandatory check box, and do not create a new revision of the contract template.
You run Contract Expert on the business document, and it selects clauses C1, C2, and C4.
Because clauses C1 and C2 are already in the business document, they remain in the business document as mandatory clauses, but C4 is added as an optional clause.