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Supplier Contract Management
What is Supplier Contract Management?
Business Process Flow
1. Establish
Standards
• Central clause library
• Workflow configuration
• Revision control policy
4. Monitor
and Track
• Automatic terms implementation
• On-demand agreement tracking
• Utilization & leakage analysis
© 2006 Oracle Corporation – Proprietary and Confidential
2. Author &
Negotiate
• Best-practice configurators
• Role-based authoring
• Substitute and nonstandard clauses
• Full term visibility
5. Amend
• Collaborative revision process
• Amendment approval flow
• Auditable revision history
3. Approve
and Sign
• Online collaboration
• Flexible approval workflow
• Bind contracts with
recorded signatures
6. Renew
& Closeout
• Expiration alerts
• Simple renegotiation
• Standardized closeout process
Enterprise SRM Suite
Application View
Spend Analysis
Sourcing
Contract Management
Strategic Sourcing
Supplier Contract
Management
Employee Self Service
Procure-to-Pay
Supplier Enablement
eProcurement
Services Procurement
Purchasing
Accounts Payable
eSupplier Connection
eSettlements
Supplier Rating System
Spend Mart
Procurement Mart
• SCMT first released in FSCM 8.9
• SCMT backport to 8.8 now Generally Available
© 2006 Oracle Corporation – Proprietary and Confidential
Supplier Contract Management
Author and Enforce Better Contracts
Centralized clause library with userdefined policy rules and expertbased authoring
Standardize Contract
Processes
Parallel negotiation utilizing flexible
approval workflow, online signature
and contract binding with formal
amendment processing
Reduce Time-toContract
Integrated procurement & contract
processes, agreement &
performance tracking, and visibility
to centrally managed contracts
Drive Contract
Compliance
© 2006 Oracle Corporation – Proprietary and Confidential
Highlights of Supplier Contract Management 8.9
• Centralized, digital contract
repository
• Text-based and meta-data driven
searching
• Document authoring and
management
• Contract Clause Library
• Smart Configurators
• Wizard questions for contract
creation
• Version control and audit trail
• Collaborative authoring
© 2006 Oracle Corporation – Proprietary and Confidential
• MS Word Integration
• Bind Variables
• Rules processing
• Dependent and Alternate
clauses
• Amendment processing
• Generic Document Authoring
• Contract monitoring and
compliance
• Agreement/Deliverable
Management
• Workflow notification
• Strategic Sourcing integration
What’s New in SCMT 9.0?
• Document Types
• Configurator Selector Wizard
• Clause Import
• Document Import
• Wizard Improvements
• Search Improvements (Verity)
• Copy Document
• Contract Agreement Mgmt
• Miscellaneous Enhancements
© 2006 Oracle Corporation – Proprietary and Confidential
Document Types
• Optional (highly recommended) feature used to:
• Expand uses of document generation beyond ‘formal’
contract documents
• Configure different document types (purpose, audience,
life cycle)
• Enabler for other 9.0 features:
• Requisition ‘Contract Request’ documents
• Sharing wizard responses from prior documents
• Role security for ‘create’ documents by doc type
• Configurator Selectors
• Life Cycle control for different document purpose
• Option to auto number by document type
© 2006 Oracle Corporation – Proprietary and Confidential
Document Types
© 2006 Oracle Corporation – Proprietary and Confidential
Requisition Contract ‘Request’ Document
 ‘Special’ Document Type allows requestor to generate
supplemental request document and wizard responses
when the Req is entered
 New link to Requisition in ePro and PO
 Generated Doc can be optionally attached to Requisition
 On award, the Specialist can optionally copy forward wizard
responses into authored contract as the starting point.
© 2006 Oracle Corporation – Proprietary and Confidential
Requisition Contract ‘Request’ Document
© 2006 Oracle Corporation – Proprietary and Confidential
Requisition Contract ‘Request’ Document
© 2006 Oracle Corporation – Proprietary and Confidential
Configurator Selector Wizard
 New Wizard Type for selecting the correct configurator
 Specify use within Document Type
 Same UI as contract generation wizard
© 2006 Oracle Corporation – Proprietary and Confidential
Configurator Selector Wizard
© 2006 Oracle Corporation – Proprietary and Confidential
Search (Verity) Improvements
 Now searches on actual contract files (including Veritysupported 9.0 imported files)
 Search additional File Attachments
 Search Chart fields
 Search Remaining Amounts of PO Contract
© 2006 Oracle Corporation – Proprietary and Confidential
Search Improvements
© 2006 Oracle Corporation – Proprietary and Confidential
Clause Import
• Allows end user to ‘tag’ content within word documents to
create clauses within contract.
• Word document must be saved as ‘XML’ format
• Process:
• End user uses ‘ad-ins’ to add Schema.
• Tag content for ‘body’, ‘title’, ‘clause id’
• Upload file and clauses are parsed out
• User specifies other settings in page and then ‘creates
selected clauses’.
© 2006 Oracle Corporation – Proprietary and Confidential
Clause Import
© 2006 Oracle Corporation – Proprietary and Confidential
Document Import
 End user component allowing for on-ramp of external ‘nongenerated’ contract documents
 Puts uploaded document into Document Management life
cycle and Verity search (when supported by Verity)
 Any ‘attachable’ format supported (.doc, .pdf, .jpeg, etc.)
 Can use with/without Document Types
 Option to load prior amendments for contract documents
© 2006 Oracle Corporation – Proprietary and Confidential
Document Import
© 2006 Oracle Corporation – Proprietary and Confidential
Wizard Enhancements
 Wizard improvements to add binds/rules on the fly and
better relate the objects
 Wizard Expanded Summary option (Grid) to view sequence
of all questions/binds from question groups, navigational
flow, and possible responses in one place.
 ‘Save for later’ option in wizard
© 2006 Oracle Corporation – Proprietary and Confidential
Wizard Summary
© 2006 Oracle Corporation – Proprietary and Confidential
Copy Documents
 Ability to copy ad-hoc contract documents
 Ability to copy last related executed contract
document when copying the transactional contract
 Useful when contract is ‘same as’ previous contract
document
 Will automatically ‘refresh’ from new transactional bind
values
 Note: Some ‘risk’ that content will NOT be the latest
from the clause library
 System logs this when it occurs
© 2006 Oracle Corporation – Proprietary and Confidential
Copy Document
© 2006 Oracle Corporation – Proprietary and Confidential
Contract Agreements
 Spend Threshold Alerts
 Metric based system generated Agreement types by contract (PO
related)
• % of quality receipts
• % Correct Receipt Qty
• % On-time deliveries
• % Total Ordered versus Received
© 2006 Oracle Corporation – Proprietary and Confidential
Contract Agreements
• Spend Threshold Alerts (Contract Entry)
• Header and Line options:
© 2006 Oracle Corporation – Proprietary and Confidential
Contract Agreements:
Agreements Based on Metrics
 Process:
 Define an On-Time Metric
 Associate to a Contract
 Run job to update metric (based on contract
receipts)
 View results in contract Monitor
© 2006 Oracle Corporation – Proprietary and Confidential
Contract Agreements
On-Time Metric Agreements example:
© 2006 Oracle Corporation – Proprietary and Confidential
Contract Agreements: Updating Metrics
• ‘Update Procurement’ Process to calculate contract
metrics for one or many contracts.
© 2006 Oracle Corporation – Proprietary and Confidential
Contract Agreements: Monitor Results
© 2006 Oracle Corporation – Proprietary and Confidential
Contract Agreements:
Monitor results (Drill down)
© 2006 Oracle Corporation – Proprietary and Confidential
Contract Agreements: Notifications
• Schedule job to trigger warning/unacceptable
performance notifications
© 2006 Oracle Corporation – Proprietary and Confidential
Miscellaneous Enhancements
 ‘Related Documents’ feature within Document Management
 Cut/Paste option in configurator maintenance
 Delete ‘Draft’ Document capability (search results from Doc
Management)
 Role based ‘view only’ option for all documents (8.9 was by
user only)
© 2006 Oracle Corporation – Proprietary and Confidential
Miscellaneous Enhancements
 ‘Protect clause’ feature for clauses which discourages
changes to clauses in authored documents
 Self approval settings for clauses/sections when clause
approvals are not in use (option to default to approved)
 Link to PIA Clause from within MS Word Task Panes
© 2006 Oracle Corporation – Proprietary and Confidential
© 2006 Oracle Corporation – Proprietary and Confidential