This collection of reference guides is intended for the Procurement Contract Administrator and provides the steps to create supplier contracts and create supplier agreements.

• Create a Contract
• Create and Agreement
• Import a Purchase Agreement into the Purchase Module

Terminology

• Agreement: An agreement is a bridge document created within the Oracle tool to create a relationship between the terms of a business contract with a supplier and requisition activity, associating individual requisitions to the contract to manage spend against the contract.
• Procurement Business Unit: In Oracle a “business unit” is a unit of an enterprise. We are conducting all transactions related to procurement in the University General business unit.
• Description: Description of the goods/services to be provided
• Requesting Entity: The requesting entity field is meant to capture the entity of the individual requesting the contract.
• Requesting Organization: The requesting organization field is meant to capture the organization of the individual requesting the contract.

 

1. Log into Oracle using the Company Single Sign-On.

2. Navigate and select the Contract Management module.
3. Select Contracts.

4. Select the Taskbar.
5. Select Create Contract.

6. Select Business Unit, Legal Entity, Contract Type, input Primary Party (supplier), Start Date, and Currency. Then select Save and Continue.

7. Add Contract Name.
8.   Add Contract Description.
9. Select Save.
10. Enter an agreed amount to reflect the value of the contract.

11. Select Documents.
12. Select the + icon.
13. Select Choose File to browse and upload the fully executed contract documents.
14. Select Save and then select Submit.

15. Optionally add a Note to Approver.
16. Select Submit.

You have now completed the process of Creating a Contract

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Note: Before creating an agreement, submit a ServiceNow ticket to the supplier management team to add a contract specific supplier site to the supplier record.

1. Log into Oracle using the Company Single Sign-On.

2. Navigate and select the Contract Management module.
3. Select Contracts.

4. Search for a contract by Number, Party Name, Contract Owner, Start Date, or End Date and select Search.

Note: A contract must be in active status to generate an agreement.

5. Select the Contract Number Hyperlink to open the contract document.

6. Select the Fulfillment tab.
7. Select Actions.
8. Select Autocreate Fulfillment Lines.

9. Select Buyer. This should be the same as the contract administrator.
10. Select Address. Select Contract Specific Supplier Site.

11. Select Actions.
12. Select Create Agreement.

13. Select Yes on the warning message.

14. Select the dropdown arrow next to Save. Then Select Save and Close.

You have now completed the process of Creating an Agreement.

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Note: As the Oracle Contracts module is not directly connected to the Oracle Procurement module, it is required to run a process to import purchase agreements from the Contracts module into the Procurement module.

1. Log into Oracle using the Company Single Sign-On.

2. Navigate and select the Procurement module.
3. Select Purchase Agreements.

4. Select the Taskbar.
5. Select Import Contract Agreements.

6. Select Submit New Process.

7. Select Procurement BU, Default Buyer (should be the same as contract administrator), and Approval Action.
8. Select Submit.

9. Select Done.

10. Select the Taskbar.
11. Select Manage Agreements.

12. Search based on Keyword, Supplier, Buyer, or Agreement Number and select Search.

13. Select the Agreement Hyperlink to open the agreement.

14. Verify the status of the agreement is Open.
15. Select Done.

You have now completed the process of Importing a Purchase Agreement into the Procurement Module.

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