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Setting Up and Using Contract Terms
View topic for Setting Up and Using Contract Terms
Chapters
Uploading Offline Documents
Topics
About the Contract Terms Library
About Contract Templates
About Clauses
Deliverable Variables in Clauses
About Variables
About Sections
About Folders
About Numbering Schemes
About Contract Term Amendments
About Deviations
About Deviations Report
Impact of Contract Expert on Deviations Report
Clause Deviations Report Business Cases
Profile Options Associated with Deviation Reports
Generating Deviations Report Manually
About Contract Expert
Setting Up Contract Expert
Managing Questions
About Contract Expert Rules
Creating and Updating Questions
Creating User Questions
Searching for Questions
Viewing Questions
Updating Questions
Managing Constants
Creating and Updating Constants
Creating Constants
Searching for Constants
Updating Constants
Managing Rules
Creating and Updating Rules
Creating Rules
Rules Summary Page
Searching for Rules
Activating Rules
Disabling Rules
Updating Rules
Managing Question Sequence
Creating Dependencies Between Questions
Overview of Using Contract Expert on Business Documents
About Contract Expert Authoring Sessions
Contract Template Details Page
Contract Terms Page
Save
Apply
About Microsoft Word Integration
Switching Contract Source from Structured Terms to Attached Document
Generating and Attaching Microsoft Word Documents
Generating Microsoft Word Documents of Structured Terms
Editing Offline Microsoft Word Documents
Switching Contract Source from Attached Document to Structured Terms
Copying Business Documents
Previewing, Printing, and Approving Business Documents
Managing Standard Clauses in the Library
Creating Standard Clauses in a Contract Template
Creating Clauses in the Library
Duplicating Existing Clauses in the Library
Defining Related Clauses in the Library
Assigning Clauses to Folders in the Library
Adding Variables to a Clause in the Library
Approving Clauses in the Library
Searching for Clauses in the Library
Searching for Clauses in the Library Using Search Criteria
Browsing Folders to Find Clauses in the Library
Viewing Clause Details in the Library
Displaying Appropriate Clause Version
Managing Changes to Standard Clauses in the Library
Updating Clauses in the Library
Creating New Versions of Clauses in the Library
Placing Clauses on Hold in the Library
Deleting Clauses in the Library
Viewing Contract Templates that Use a Clause
Comparing Clauses
Managing Clauses Across Operating Units
Adoption of Global Clauses by Local Operating Units
Creating Global Clauses in the Library
Notifying Local Operating Units
Reviewing for Adoption in Local Operating Units
Approving Global Clauses in Local Operating Units
Viewing Adoption Status in Global Operating Units
Adopting Global Clauses in a New Operating Unit
Defining Global Contract Templates
Importing Clauses
Managing Contract Templates
Creating Contract Templates
Creating New Contract Templates
Duplicating Existing Contract Templates
Managing Sections and Clauses in a Contract Template
Overview of Section and Clause Management Steps in a Contract Template
Viewing Contract Expert Rules in Contract Templates
Previewing Contract Templates
Submitting Contract Templates for Approval
Searching for Contract Templates
Using the Template Keyword Search Feature
Viewing Contract Template Clauses
Managing Changes to Contract Templates
Adding Contract Terms to the Contract Template
Updating Contract Templates
Creating Contract Template Revisions
Placing Contract Templates on Hold
Deleting Contract Templates
Managing Variables
Creating Variables in the Library
Searching for Variables in the Library
Viewing Variable Details in the Library
Displaying Clauses Using a Variable in the Library
Managing Changes to Variables in the Library
Updating User-Defined Variables in the Library
Deleting Variables in the Library
Managing Sections in the Library
Creating and Updating Sections in the Library
Creating Sections in the Library
Updating Sections in the Library
Searching for Sections in the Library
Viewing Section Details in the Library
Managing Folders in the Library
Creating Folders in the Library
Searching for Folders in the Library
Viewing Folder Details in the Library
Managing Changes to Folders in the Library
Updating Folders in the Library
Adding Clauses to Folders in the Library
Removing Clauses from Folders in the Library
Deleting Folders from the Library
Managing Numbering Schemes in the Library
Creating and Updating Numbering Schemes in the Library
Creating Numbering Schemes in the Library
Updating Numbering Schemes in the Library
Viewing Numbering Schemes in the Library
Deleting Numbering Schemes from the Library
Using Contract Terms
Applying a Contract Template
Changing the Contract Template of a Business Document
Updating Contract Details of a Business Document
Previewing Contracts
Removing Terms
Adding Sections
Adding Sections to a Contract Template
Adding Sections to a Business Document
Viewing and Updating Sections
Viewing and Updating Sections in a Contract Template
Viewing and Updating Sections in a Business Document
Adding Standard Clauses
Adding Standard Clauses to a Contract Template
Browsing Clauses for Folders to Add to a Contract Template
Adding Standard Clauses to a Business Document
Browsing Clauses for Folders to Add to a Business Document
Using the Clause Keyword Search Feature
Using Contract Expert to Add Clauses to Business Documents
Starting Contract Expert and Answering Questions
Viewing Clauses to be Added by Contract Expert
Viewing Clauses in Contract Templates and Business Documents
Viewing Clauses in a Contract Template
Viewing Clauses in a Business Document
Viewing and Selecting Alternate Clauses
Updating Variable Values
Viewing Amendment Summary of a Business Document
Updating Clauses and Creating Non-Standard Clauses in a Business Document
Updating Clauses in a Business Document
Creating Non-Standard Clauses in a Business Document
Creating Non-Standard Clauses
Creating Non-Standard Clauses from Standard Clauses
Adding Variables to a Clause in a Business Document
Deleting Sections and Clauses from a Business Document
Moving Sections and Clauses
Moving Sections and Clauses in a Contract Template
Moving Sections and Clauses in a Business Document
Renumbering Sections and Clauses
Renumbering Sections and Clauses in a Contract Template
Renumbering Sections and Clauses in a Business Document
Validating Contract Templates and Contract Terms in Business Documents
Validating Contract Templates
Validating Contract Terms in a Business Document
Checking for Clause Updates
About Contract Documents
Managing Contract Documents
Adding and Updating Contract Documents
Adding or Updating Contract Documents from Your Desktop
Adding Contract Documents From Previous Versions
Deleting Contract Documents
About Deliverables
Creating and Updating Deliverables
About the Deliverables Due Date Fields
About the Deliverables Repeat Information Fields
About Notifications for Deliverables
About Attachments for Deliverables
Viewing Deliverable Details
Reordering Deliverables
Deleting Deliverables
Managing Deliverables Across Business Documents
Managing Deliverables in a Business Document
Updating Deliverables in a Business Document
Overview of Oracle Contracts Setup Processes
Setting Up Profile Options
Implementing Multiple Organizations Access Control
Setting Up Operating Units
Setting Up AutoNumbering
Setting Up Approvers and Approval Workflow
Enabling Keyword Search
Setting Up Lookup Codes
Setting Up Layout Templates
Creating a Layout Template
Customizing the Contract Terms XSL-FO Stylesheet
Using Descriptive Flexfields
Setting Up Value Sets
Setting Up Function Security