You can create and update deliverables either on a contract template or on a CLM document. While creating or updating a deliverable, you can also add attachments to the deliverable.
Note: During contract authoring, users can create one or more deliverables with a supplier contact associated with it. However, in order for the suppliers to follow through and manage these deliverables, they must have registered with Oracle iSupplier Portal as users of the application.
To create or to update deliverables, you must be in the process of updating the contract template or the CLM document. In either case, first click the Deliverables tab. Then if you want to create a deliverable, click Create Deliverable.
If you want to update a deliverable, you can perform either of the following processes:
Click the Deliverable Name link to view the deliverable first, then click Update.
Click the Update icon for the deliverable that you want to update.
To create / update a variable:
If you are creating or updating a deliverable in a revision of a business document, that is, where the version number is greater than 0, you can optionally enter text into the Amendment Description field, to document the changes you are making in the revision.
Enter the Deliverable Name. This is the name of the task being requested.
Select the Deliverable Type. You can select the following type of deliverable:
Contractual Deliverable: A deliverable on a contractual document. For example, Awards, IDVs.
Negotiation Deliverable: A deliverable on a negotiation document. For example, Solicitation, Request For Information, Response.
Internal Purchasing Deliverable: Internal Purchasing deliverables are not part of the contractual terms of a CLM document, and hence does not directly represent a formal commitment between the parties.
Select the Responsible Party. The responsible party is specified as the party that fulfills the deliverable. You can select Buyer or Supplier Organization from the list of values.
Optionally, enter the Description of the task and how to perform it.
Optionally, select the Buyer Contact.
The buyer contact is the person responsible for performing the deliverable, if you select the Buyer Organization in the Responsible Party field. In case the supplier company is responsible for performing the deliverable, the buyer contact is responsible to accept the fulfillment of the deliverable.
For CLM documents only: Optionally, select the Supplier Contact.
The supplier contact is the person responsible for performing the deliverable, if you select the Supplier Organization in the Responsible Party field. If the buyer organization is responsible for performing the deliverable, the supplier contact is responsible to verify the fulfillment of the deliverable.
Note: The Buyer Contact, Supplier Contact, Requester, and Escalation Contact are current employees. Inactive employees will continue to be used on deliverables - you will have to perform your own cleanup updates as required.
Optionally, select the Requester. This is the name of the person who has requested the deliverable. The requester usually verifies if the deliverable was completed satisfactorily.
Optionally, enter Comments. These comments are visible only to the internal users of buying organizations.
Select either Fixed Date or Relative Date. If you selected Fixed Date, select the date using the Calendar icon.
If you selected Relative Date, select Event, Before/After, and Period values. For a repeating deliverable, the start date is the date that you chose either as a fixed date or a date relative to a certain event.
For a repeating deliverable, select the frequency information as follows:
Select the Frequency as a number of weeks or months. For example, every 6 weeks or every 3 months. In the Repeat On field, select either the day of the week to repeat on (for a weekly frequency) or the day of the month to repeat on (for a monthly frequency) For a repeating deliverable, select the end date information as follows: In the Repeat Until fields, select either the Fixed Date or Relative Date radio button. If you selected Fixed Date, select the date using the Calendar icon. If you selected Relative Date, select Event, Before/After, and Period values.
Select one or more of the check boxes that match the notification scenarios:
Prior to Due Date: If you enable this check box, you must specify the (positive) number of days, weeks or months before the due date that the notification should be sent. The recipient of this notification is the contact of the responsible party on the deliverable.
Status Change: A notification is sent for any status change of the deliverable. Statuses could be any of the following: Completed, Submitted, Rejected, Cancelled, or Failed to Perform. The recipients of this notification are the Buyer Contact, the Supplier Contact, and the Requester.
Deliverable is Overdue: A notification is sent when the due date of the deliverable is passed. The recipients of this notification are the Buyer Contact, the Supplier Contact, and the Requester.
Escalate after Due Date: The recipients of this notification are the Escalation Contact and the Requester. If you enable this notification, you must specify the Escalation Contact, and the number of days, weeks, or months until the escalation should occur.
Note: Except for Status Change notifications, the notifications are only sent daily as a result of running the concurrent programs Overdue Deliverable Notifier, Deliverable Due Date Notifier, and Deliverable Escalation Notifier.
Click Add Attachments, and define your attachment as one of following types: .
File: you can attach a file from your local desktop
URL: you can specify a URL where the document is available.
Text: you can enter information in the Text field.
You can click Apply, or, if you are creating a deliverable, you can click Apply and Create Another.