SM – Manage Contract Type

SM – Manage Contract Line Type

SM – Manage Contract Clause Types – Lookup

BU – Specify Supplier Contract Management Business Function
Properties
Enable content adoption between business units and automatic approvals for content
Specify the Contract Terms Library administrator, the employee who will receive approvals and other
Notifications regarding librzary content.
Enable the Contract Expert feature for the business unit.

SM – Manage Contract Terms Value Sets

Use in contract terms variables and Contract Expert questions.
Terms Library – Work Area

TL – Contract Expert Rule

TL – Create Clause
TL – Create Contract Terms Template
TL – Contract Expert Rules – Create Rule
CA – Create Contract
READ IT FIRST – How it Works – over all Concept
1. When You create a Contract, you supply
i. Contract Type – Contract Term Template can be defaulted using Assign Document type
while defining Contract Term Template. Assign the Template as default for a Contract
Type
ii. BU – BU selection looks for the Task “Specify Supplier Contract Management Business
Function”. It will check whether Contract Expert is enabled or not for the BU. If Enable

Contract Expert Rules will come in picture.

3 Things can be done by defining Rules
I. Default a Contract Terms Template to a Contract by Template Selection Rule
II. Add Clause by defining Clause Selection Rule
III. Specify policy deviation condition and template by Policy Deviation Rule

2. Contract Terms Template –

i. General – Enable Contract Expert, Expert Clauses Mandatory
ii. CLAUSES – Contains Sections and Clauses ( Can be incompatible, alternate to other)
iii. RULES - Contains Policy Deviation and Clause Selection Rules
iv. DELIVERABLES – Contractual and non-contractual (Inbound and Outbound Fulfillment
Line Types) to Create Purchase Orders, Blanket Agreement or Contract Purchase Agree
from Contract when this template will be used to author Contracts.

Clauses – comes with properties that you can set the behavior of a clause. You can make a
clause Standard, Include By Reference, Provision, Protected.

3. Create Contract
i. Continued from point 1
ii. A Default template will be applied to contract
iii. Purchasing activities can be triggered from Contract using Deliverables
iv. Contract – Fulfillment Tab – Fulfillment lines can be generated automatically by
selecting Autocreate Fulfillment Lines at Header level of contract or manually by
selecting action “Create Fulfillment Line” in Fulfillment tab
v. Automatically PO will be created in Fusion Purchasing but to generated Blanket
agreement or contract agreement you need to run Import Agreement process
vi. Fulfillment Tab – Purchasing Activity tab – to monitor purchasing activities from
Contracts. Run the process Track Purchasing Activity Process