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    Create and Enforce Sell-Side Contracts With Oracle Sales Contracts

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    ytuong
    Oracle Sales Contracts allows companies to standardize and enforce contract policies, streamline the authoring and negotiation of contracts, and improve compliance. It provides features such as a library of standard contract terms, the ability to create and manage blanket sales agreements, and enforcing contract terms on sales orders released against agreements. The solution integrates with Oracle's quote-to-cash process and allows negotiating contract terms on quotes, orders, and agreements.

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    Attribution Non-Commercial (BY-NC)
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    Create and Enforce Sell-Side Contracts With Oracle Sales Contracts

    Uploaded by

    ytuong
    17 views19 pages
    Oracle Sales Contracts allows companies to standardize and enforce contract policies, streamline the authoring and negotiation of contracts, and improve compliance. It provides features such as a library of standard contract terms, the ability to create and manage blanket sales agreements, and enforcing contract terms on sales orders released against agreements. The solution integrates with Oracle's quote-to-cash process and allows negotiating contract terms on quotes, orders, and agreements.

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    7_2_attwood

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    Oracle Sales Contracts allows companies to standardize and enforce contract policies, streamline the authoring and negotiation of contracts, and improve compliance. It provides features such as a library of standard contract terms, the ability to create and manage blanket sales agreements, and enforcing contract terms on sales orders released against agreements. The solution integrates with Oracle's quote-to-cash process and allows negotiating contract terms on quotes, orders, and agreements.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PPT, PDF, TXT or read online from Scribd
    Download as ppt, pdf, or txt
    17 views19 pages

    Create and Enforce Sell-Side Contracts With Oracle Sales Contracts

    Uploaded by

    ytuong
    Oracle Sales Contracts allows companies to standardize and enforce contract policies, streamline the authoring and negotiation of contracts, and improve compliance. It provides features such as a library of standard contract terms, the ability to create and manage blanket sales agreements, and enforcing contract terms on sales orders released against agreements. The solution integrates with Oracle's quote-to-cash process and allows negotiating contract terms on quotes, orders, and agreements.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PPT, PDF, TXT or read online from Scribd
    Download as ppt, pdf, or txt
    of 19

    Create and Enforce Sell-Side

    Contracts with Oracle Sales


    Contracts

    1-1
    Agenda

    • Introduction to Oracle Sales Contracts


    • Negotiating Terms on a Sales Quote
    • Managing Contracts (legal)
    • Blanket Sales Agreements in Order
    Management

    1-2
    Introducing Oracle Sales Contracts

    With Oracle Sales Contracts, companies can


    • Standardize and enforce contract policies
    • Streamline contract authoring and
    negotiation
    • Improve contract compliance
    • Track contract performance and risk

    1-3
    Oracle Sales Contracts is …
    A comprehensive solution to manage customer relationships

     Library of standard
    terms represents
    Contract
    Administration
    Tracking
    Performance corporate best
    & Renewal practices

     Terms are available for


    use on quotes, sales
    Contract orders, and sales
    Sales Contracts
    Execution &
    Compliance Repository
    agreements

    Establish
    corporate
     Automated compliance
    contract policies and tracking of
    Legal & performance against
    Business
    Approval
    Standards based
    Authoring and
    commitments
    Negotiation

    1-4
    Oracle Sales Contracts is …
    • Designed as an integral part of Oracle’s ‘Quote-to-
    Cash’ business flow

    – Contracts for one-time orders: Author and negotiate


    contract terms on a quote, iStore cart or sales order

    – Releases against a Sales Agreement: Enforce


    contract terms, including price and volume
    discounts, on Sales Orders released against a
    Blanket Sales Agreement (BSA)

    – Contracts for one-time orders: Author and negotiate


    contract terms on a quote, iStore cart or sales order

    1-5
    Sales Contracts Features

    • Negotiating Terms on a Sales Quote


    • Contracts Terms Library
    • Create and Manage Sales Agreements
    • Create Sales Order Releases against BSA
    • Negotiate Contract Terms in Oracle iStore

    1-6
    Sales Contracts Features

    • Negotiating Terms on a Sales Quote


    • Contracts Terms Library
    • Create and Manage Sales Agreements
    • Create Sales Order Releases against BSA
    • Negotiate Contract Terms in Oracle iStore

    1-7
    Demo

    1-8
    Sales Contracts Features

    • Negotiating Terms on a Sales Quote


    • Contracts Terms Library
    • Create and Manage Sales Agreements
    • Create Sales Order Releases against BSA
    • Negotiate Contract Terms in Oracle iStore

    1-9
    Contracts Terms Library
    Introduction
    • A comprehensive solution to establish global
    corporate contracting standards
    • Centrally manage pre-approved terms and conditions
    representing best practices
    • Enforce contract standards across the enterprise

    1-10
    Contract Terms Library
    Establish Organization-Wide Contract Standards

    Contract Terms Library

    Legal

    Sales
    Organizations Implement • Standard Clauses Enforce
    • Best Practices • Adopt as-is
    • Legal Requirements • Contract Templates • Localize
    • Regulatory Policies
    Government Business
    Regulations Units

    • Rich text formatting – bold, indent, bullet list


    • Manage global and country specific standards
    • Revision control and approval management

    1-11
    Contract Terms Library

    Contract Terms Library


    – Create library clauses
    – Create contract templates

    Built in Approval workflow

    1-12
    Contract Terms Authoring - Security
    Editing of contract terms can be controlled by user
    roles and responsibilities:
    • Standard authoring
    – Change the contract template
    – Update user-defined variable values
    – Add standard clauses from the library
    – Delete clauses that are not mandatory
    • Non-standard authoring
    – Modify a standard clause to make it non-standard
    – Create a new non-standard clause for this contract
    – Remove all contract terms
    • Override authoring controls
    – Delete clauses that are marked as mandatory
    – Make clauses non-standard whose text is protected against
    update

    1-13
    Demo

    1-14
    Sales Contracts Features

    • Negotiating Terms on a Sales Quote


    • Contracts Terms Library
    • Create and Manage Sales Agreements
    • Create Sales Order Releases against BSA
    • Negotiate Contract Terms in Oracle iStore

    1-15
    Create and Manage Sales Agreements
    Features
    • Author contract terms on a Blanket Sales Agreement
    • Capture price and purchase commitments
    • Capture agreement effectivity
    • Validate agreement
    • Approve agreement
    • Print agreement
    • Record customer acceptance
    • Manage contract documents
    • Manage agreement changes
    • Send notifications prior to expiration
    • Terminate agreement

    1-16
    Author Contract Terms on a BSA
    Description
    • Blanket Sales Agreement has been
    enhanced with contract terms authoring
    capabilities

    • When authoring a BSA, users can


    – Apply a standard contract template
    – Modify standard clauses or pick alternates

    • Contract terms editing can be controlled


    based on user role and responsibilities

    1-17
    How to Use this Feature
    Blanket Sales Agreement (BSA) flow

    •Products
    •Price holds
    •Discounts

    Preview Submit for Print for


    Apply Terms &
    Create BSA Contract Internal Customer
    Conditions
    Document Approval Presentment

    Customer No Modify Active


    Negotiate Sign
    Acceptance? BSA Agreement

    Yes

    •Change product/price
    •Enter signing details
    •Add / remove clauses
    • Attach signed image
    •Add non-standard clauses

    1-18
    Demo

    1-19

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