create and enforce sell-side contracts with oracle sales contracts
DESCRIPTION
Create and Enforce Sell-Side Contracts with Oracle Sales Contracts. Agenda. Introduction to Oracle Sales Contracts Negotiating Terms on a Sales Quote Managing Contracts (legal) Blanket Sales Agreements in Order Management. Introducing Oracle Sales Contracts. - PowerPoint PPT PresentationTRANSCRIPT
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Create and Enforce Sell-Side Contracts with Oracle Sales
Contracts
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Agenda
• Introduction to Oracle Sales Contracts
• Negotiating Terms on a Sales Quote
• Managing Contracts (legal)
• Blanket Sales Agreements in Order Management
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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
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Oracle Sales Contracts is …A comprehensive solution to manage customer relationships
Contract Contract Administration Administration
& Renewal& Renewal
Legal & Legal & Business Business ApprovalApproval
Tracking Tracking PerformancePerformance
Contract Contract Execution & Execution & ComplianceCompliance
Standards based Standards based Authoring and Authoring and
NegotiationNegotiation
Sales ContractsSales ContractsRepositoryRepository
Establish Establish corporate corporate
contract policiescontract policies
Library of standard terms represents corporate best practices
Terms are available for use on quotes, sales orders, and sales agreements
Automated compliance and tracking of performance against commitments
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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
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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
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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
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Demo
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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
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Contracts Terms LibraryIntroduction
• 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
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Contract Terms LibraryEstablish Organization-Wide Contract Standards
Contract Terms Library
Legal
SalesOrganizations
Government Regulations
Implement• Best Practices• Legal Requirements• Regulatory Policies
Implement• Best Practices• Legal Requirements• Regulatory Policies
• Standard Clauses
• Contract Templates
• Standard Clauses
• Contract Templates
Enforce• Adopt as-is• Localize
Enforce• Adopt as-is• Localize
BusinessUnits
• Rich text formatting – bold, indent, bullet list• Manage global and country specific standards• Revision control and approval management
• Rich text formatting – bold, indent, bullet list• Manage global and country specific standards• Revision control and approval management
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Contract Terms Library
Contract Terms Library– Create library clauses– Create contract templates
Built in Approval workflow
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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
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Demo
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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
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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
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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
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How to Use this FeatureBlanket Sales Agreement (BSA) flow
•Change product/price•Add / remove clauses•Add non-standard clauses
Create BSA Apply Terms &Conditions
Preview Contract
Document
Print for Customer
Presentment
Negotiate Sign ActiveAgreement
Submit for Internal Approval
Customer Acceptance?
No Modify BSA
•Enter signing details • Attach signed image
•Products•Price holds•Discounts
Yes
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Demo