Supplier Contract Management

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Supplier Contract Management

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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

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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

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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:

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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

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Contract Agreements: Monitor results (Drill down)

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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