Supplier Contract Management
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Transcript of Supplier Contract Management
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Supplier Contract Management
© 2006 Oracle Corporation – Proprietary and Confidential
2. Author & Negotiate
5. Amend4. Monitor and Track
6. Renew& Closeout
3. Approve and Sign
• Collaborative revision process
• Amendment approval flow
• Auditable revision history
• Expiration alerts
• Simple renegotiation
• Standardized closeout process
• Central clause library
• Workflow configuration
• Revision control policy
• Best-practice configurators
• Role-based authoring
• Substitute and non-standard clauses
• Full term visibility
• Online collaboration
• Flexible approval workflow
• Bind contracts with recorded signatures
1. EstablishStandards
• Automatic terms implementation
• On-demand agreement tracking
• Utilization & leakage analysis
What is Supplier Contract Management?Business Process Flow
© 2006 Oracle Corporation – Proprietary and Confidential
Enterprise SRM Suite Application View
Supplier EnablementSupplier EnablementEmployee Self ServiceEmployee Self Service
Spend AnalysisSpend Analysis
Procure-to-PayProcure-to-Pay
SourcingSourcing Contract ManagementContract Management
eSupplier ConnectioneSettlements
eSupplier ConnectioneSettlements
Purchasing Accounts Payable
Purchasing Accounts Payable
eProcurementServices Procurement
eProcurementServices Procurement
Supplier Rating SystemSpend Mart
Procurement Mart
Supplier Rating SystemSpend Mart
Procurement MartStrategic SourcingStrategic Sourcing
Supplier ContractManagement
Supplier ContractManagement
• SCMT first released in FSCM 8.9
• SCMT backport to 8.8 now Generally Available
© 2006 Oracle Corporation – Proprietary and Confidential
Standardize Contract Processes
Reduce Time-to-Contract
Drive Contract Compliance
Centralized clause library with user-defined policy rules and expert-based authoring
Centralized clause library with user-defined policy rules and expert-based authoring
Parallel negotiation utilizing flexible approval workflow, online signature and contract binding with formal amendment processing
Parallel negotiation utilizing flexible approval workflow, online signature and contract binding with formal amendment processing
Integrated procurement & contract processes, agreement & performance tracking, and visibility to centrally managed contracts
Integrated procurement & contract processes, agreement & performance tracking, and visibility to centrally managed contracts
Supplier Contract ManagementAuthor and Enforce Better Contracts
© 2006 Oracle Corporation – Proprietary and Confidential
Highlights of Supplier Contract Management 8.9Highlights 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
•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
•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
•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
© 2006 Oracle Corporation – Proprietary and Confidential
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 Verity- supported 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 ‘non-generated’ 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 AgreementsOn-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