Understanding a Contract Terms Template

This demonstration provides an overview of contract terms template features.

Steps:

1. This template is available for use in the Vision Operations business unit.

   Step 1

2. A template can be available only for one intent. A Sell intent means the template is used for customer contracts.

   Step 2

3. The status of a template determines what actions you can take.

   Step 3

4. Because this template is approved and available for contract authoring, you cannot edit it unless you create a new version.

   Step 4

5. Entering a template description

   Step 5

6. And instruction text can help contract authors search for and select the correct template.

   Step 6

7. Layout templates from Oracle Business Intelligence Publisher determine

   the formatting of clauses, contract terms template previews, the contract

   deviations report, and the contract itself.

   Step 7

8. Your selection here determines what contract authors see when they preview this contract terms template. The layout template for the printed contract is specified elsewhere, in the contract type.

   Step 8

9. You can use these fields to track templates that are translations of each other.

   Step 9

10. Using Contract Expert, you can set up business rules to:

     

    • Apply this contract terms template to a contract automatically

    • Insert additional clauses for contracts that require it

    • Report contract deviations from corporate policies

    Step 10

11. If you want to use Contract Expert with the template, then you must enable it here.

    Step 11

12. The Default Section is the contract terms section where Contract Expert rules will insert any additional clauses. It only applies in cases where the clause itself does not specify a default section.

    Step 12

13. You can make the clauses inserted by Contract Expert mandatory so only authors with special privileges can delete them.

    Step 13

14. The Document Types region is where you specify where this template can be used.

    Step 14

15. This template is available for use in contracts created with the Software License and Service Agreement contract type.

    Step 15

16. Because the Default option is selected, the application automatically applies the contract terms from this template to contracts of this type.

    Step 16

17. If a Contract Expert rule recommends a different template, then the application ignores the default you set here.

    Step 17

18. If you did not specify this template as the default, it would not be applied automatically, but it would be available for selection by contract authors during authoring.

    Step 18

19. Click the Clauses tab.

    Step 19

20. The Clauses tab is where you add the sections and clauses that will be applied to the contract.

    Step 20

21. You add the sections and clauses here.

    Step 21

22. And preview them here.

    Step 22

23. The missing information in the contract terms is supplied from the contract automatically or entered by contract authors.

    Step 23

24. Click the Rules tab.

    Step 24

25. The Rules tab lists the Contract Expert rules that apply to this template.

    Step 25

26. And the questions that contract authors will have to answer.

    Step 26

27. Click the Translations tab.

    Step 27

28. This tab lists any templates related by  translation as specified using the Translated From relationship on the General tab.

    Step 28

This concludes the demonstration of the different elements of a contract terms template in the Contract Terms library.

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