Audience :

  • Functional Implementers
  • Project Team Members
  • Business Analysts
  • Consultants

Topics :

  • Supplier Contract Management Overview
    • Supplier Contract Management Integrations
    • Supplier Contract Management Implementation
    • Supplier Contract Management
    • Supplier Contract Components
    • Supplier Contract Sample Permission Lists, Roles, and Users
    • Supplier Contract Management Integration with Other PeopleSoft Applications
    • Microsoft Word Integration with PeopleSoft Supplier Contract Management
  • Define Supplier Contracts
    • Supplier Contract Management Transactional Purchasing Contract Definition (Contract Entry)
    • Create Purchasing Contracts (Contract Entry)
    • Add Purchasing Contract Documents
    • Add Purchase Order Contract Documents
    • Set Up Spend Thresholds and Run Contract Alert Workflows for Purchasing Contracts
    • Set Up Contract Release Processes for Purchasing Contracts
    • Access Related Links for Supplier Contracts
  • Define Contract Agreements
    • Contract Agreements
    • Common Elements Used in This Chapter
    • Use Agreement Metrics
    • Predefine Agreements
    • Assign Agreements to Purchasing Contracts
  • Manage Contract Agreements
    • Agreement Management
    • Update Agreement Statuses
    • Update Contract Procurement History
    • Monitor Agreement Compliance
    • Review Contract Agreement Statuses
  • Maintain Supply-Side Documents and Deliverables
    • External Users and Document Collaboration
    • Contract Deliverable Verification Steps
    • Review and Collaborate on External Documents
    • Sign External Documents
    • Update External Contract Deliverable Verification Steps
    • Review Contract External Deliverable Verification Steps
  • Syndicate Supplier Contracts and Contract Messaging
    • Contract Syndication
    • Set Up Contract Syndication
    • Define Contracts for Syndication
    • Syndicate Supplier Contracts
    • Capture Parent Activities
    • Publish Outbound Messages
    • Review Contract Activities
    • Inbound Contract Messaging and Exceptions
    • Load Contracts into the Parent System
  • Set Up Supplier Contract Management
    • Supplier Contract Management Setup
    • Set Up Supplier Contract Attachment Database and FTP Servers and Directories
    • Set Up PeopleSoft Integration Broker for Microsoft Word and Adobe Integration (optional)
    • Set Up Digital Signatures (optional)
    • Define Installation Options for PeopleSoft Supplier Contract Management
    • Define Clause Libraries and Groups
    • Set Up Approval Types
    • Establish Clause Classes
    • Map Bind Variables
    • Set Up Wizard Bind Prompt Tables
    • Set Up Document Configurator Groups and Types
    • Define Document Templates and Styles
    • Define Default Settings for Document Formats and Options
    • Set Up User-Defined Fields (optional)
    • Define Automatic Numbering Specifications
    • Set Up User Preferences
  • Manage the Contract Library
    • Contract Library
    • Document Clauses
    • Document Sections
    • Document Rules
    • Bind Variables
    • Document Configurators
    • Contract Wizards
    • Document Types
    • Contract Library Searches
    • Define Contract Clauses
    • Define Contract Sections
    • Set Up Contract Rules
    • Define Bind Definitions
    • Define Document Configurators
    • Set Up Document Types
  • Use the Contract Document Wizard
    • Contract Wizard
    • Set Up Question Groups for the Contract Wizard
    • Define Contract Wizard Definitions
    • Create Documents Using Contract Wizards
    • Define Binds for Use in Contract Wizards
  • Import Clauses, Sections, and Documents
    • Import Clauses and Sections
    • Import Contract and Ad Hoc Documents
  • Generate Microsoft Word Documents
    • Microsoft Word Document Generation
    • Process Terms used in This Chapter
    • Generate Microsoft Word Documents
    • Refresh Mircrosoft Word Documents
    • View Document Generation Logs
  • Manage Document Life Cycles
    • Document Life Cycles
    • Life-Cycle Statuses and Actions
    • Common Elements Used in This Chapter
    • Add Authored Documents
    • Find Authored Documents
    • Maintain Contract Documents
    • Refresh and Re-create Documents
    • Maintain Document Details
    • Create Executive Summaries
    • View and Edit Documents
    • View Document Version History
    • Set Up Default Document Preferences
    • Collaborate on Documents
    • View Document Modification Summaries
    • View and Upload Attachments and Related Documents
    • Send Documents to Internal and External Contacts
    • Grant Document View Access
    • Dispatch Documents
    • Approve Documents
    • Sign Documents Using Digital Signatures
    • Execute Documents
    • Define Contract Amendments
    • Compare Documents
    • Use Document-Related Pagelets
    • Deactivate and Reactivate Documents
  • Search for Library and Document Contents
    • Verity and Where-Used Searches
    • Set up Verity Searches
    • Search for Library Document Contents
    • Perform Where-Used Searches
  • Create Reports for Library and Document Contents
    • Supplier Contract Management Reports
    • Common Elements Used in This Section
    • Create Reports
    • Access Other Procurement Contract Reports
  • Configure Approval Framework for Use with Supplier Contract Management
    • Supplier Contract Management Workflow
    • Establish Processes for Approval Framework
    • Maintain User List Definitions
    • Define the Transaction Registry
    • Define Generic Templates
    • Set Up Event Escalations and Notifications
    • Define Self-Approval Criteria
  • Approve Documents and Document Components
    • Document Approvals
    • Define User Preferences and Installation Options for Internal Document Approvals
    • Approve Clauses
    • Approve Sections and Control Document Configurator Availability
    • Approve Documents
  • Create and Maintain Amendments for Supplier Contracts
    • Contract Document Amendments
    • Amendments for Imported Documents
    • Amendments Linked to Source Transactions
    • Set Up System Values for Amendments
    • Create Document Amendments
    • Process Contract Document Amendments