General contract setup tasks

Before you create, process, and analyze contracts in Contract Management, complete general contract setup. General setup includes defining classifications, categories, articles, terms and conditions, questions, contacts, contract and document templates, and so on. The list below contains a list of setup tasks.

Note:

Some setup tasks (especially one time configurations) are considered application administration tasks. See the Strategic Sourcing, Contract Management, and Supplier Order Management Administration Guide.


Task	Reference
Set up contract classifications	Create a repository of classifications (and subclassifications) to categorize and organize contracts. About contract classifications Creating contract classifications
Set up contract types	Create types (and subtypes) to categorize contracts and, if the contract is to be added to PO as a vendor agreement, to identify the type of vendor agreement to create. About contract types Creating contract types
Set up categories	Create categories to help sort and filter terms and conditions and questions. About categories Creating categories
Set up articles	Create groups of related terms and conditions that help identify a specific section of a contract. About articles Creating articles
Set up terms and conditions	Create a repository of terms and conditions to assign to contracts. About terms and conditions Creating terms and conditions
Set up questions	Create a repository of questions related to a contract to ask suppliers and to use in the interview process. About questions Creating questions
Set up contact types	Create groups that identify contact roles. You link contact types to contacts on a contract, for example, to provide additional information about the contact's role for the contract. About contacts and contact types Setting up contact types
Set up contacts	Identify people in your organization who work with contracts. Contacts are added to contracts and the supplier group (as the portal contact). About contacts and contact types Setting up contacts
Set up document templates	Upload documentation template files that provide the layout of contract documents. Typically, administrators edit the template to include company-specific information, such as adding the company logo, name, address, and so on, before they are used to create contract documents. You may want to discuss template setup and which templates to use with your Contract Management applications administrator. About templates and documents Adding document templates and addendum document templates
Set up addendum document templates	Upload template files that provide the layout of contract addenda documents. Typically, administrators edit the template to include company-specific information, such as adding the company logo, name, address, and so on, before they are used to create contract documents. You may want to discuss template setup and which templates to use with your Contract Management applications administrator. About templates and documents Adding document templates and addendum document templates
Set up participant groups	Create groups to attach to contracts and specify a company location or department to include in the group. These are the groups that work with the contract. About participant groups Setting up participant groups
Set up rebate types	Create groups that organize the rebates your organization uses on a contract. About rebate types Setting up rebate types
Set up contract templates	Define a template to use to create new contracts. About templates and documents Creating contract templates
Complete item-related setup, such as:
Set up commodity codes	Your organization can create a commodity code structure and link it to an item group, then add commodity codes. A list of commodity codes, such as those from a subscription service, can be imported into Contract Management. For more information about commodity code setup, see the Strategic Sourcing, Contract Management, and Supplier Order Management Administration Guide
Set up manufacturer codes	Create a repository of codes to identify a specific manufacturer or a specific manufacturer department or division.
Set up preferred manufacturers	Create a repository of preferred manufacturers. Link an item to a manufacturer to designate which manufacturers your organization prefers to purchase items from. Creating preferred manufacturers
Set up purchasing classes	Create a repository of purchasing classes (major and minor), as a way of classifying items into "families" of like items.
Set up UNSPSC codes	Create a repository of UNSPSC codes.
Inactivate vendor items	Search for and locate vendor items and inactivate or reactivate them. Inactivating and reactivating vendor items
Set up supplier performance evaluation templates	Create a template to use to evaluate qualified suppliers. About supplier performance Creating a supplier evaluation template
Set up enterprise groups and companies	Identify enterprise groups and companies associated with contracts.
Set up contract groups	Identify contract groups.
Set up contract groups and companies	Identify contract groups and companies
Set up subcontractors	Identify subcontrators