With Emptoris® Contract Management, you can create and manage contracts for your organization. You can create internal and external users and parties, and create different types of categories and contracts.
After you install Emptoris Contract Management for the first time, you must configure the application, and create master objects in the application. These master objects can be used when you create contracts. You must also configure properties to be used in the contracts.
| Objects | Description |
|---|---|
| Currencies | Create, enable, or disable currencies. |
| Value Lists | Define values for pre-supplied value lists, create new value lists, and define custom pricing codes. |
| System Settings | Configure settings for the root internal organization. |
| Data Domains | Create data domains to use in user-defined fields in contract lines. |
| Data Definitions | Create data definitions to apply to extended standard line definitions in contract templates. |
| Custom Properties | Define custom properties to apply custom fields to all external organizations, products, or contracts. |
| Relationship Types | Set up relationship types to link contracts and external organizations. |
| User Interface | Configure the user interface to customize user interactions. |
| Internal Organizations | In the Emptoris Strategic Supply Management
Platform, set up
all internal organizations along with their addresses, phones, and contacts. For more information, see the IBM Emptoris Strategic Supply Management Platform Administrator Guide. |
| User Groups | In the Emptoris Strategic Supply Management
Platform, set up
user groups. You can also use the pre-defined user groups. For more information, see the IBM Emptoris Strategic Supply Management Platform Administrator Guide. |
| Permission Groups | Create permission groups for internal users to represent people who work on contract-related
activities such as contract creation, language editing, approval, and negotiation, and renewals
management. You can also use the pre-defined groups. For more information, see the IBM Emptoris Contract Management System Administration Guide. |
| User Group Security | Define the feature and class-level security for the user groups. For more information, see the IBM Emptoris Contract Management System Administration Guide. |
| User Registration Notices | In the Emptoris Strategic Supply Management
Platform to
define or edit user registration notices before you create more users. For more information, see the IBM Emptoris Strategic Supply Management Platform Administrator Guide. |
| Users and User Accounts | In the Emptoris Strategic Supply Management
Platform, set up
users and apply user accounts to them. Assign these users to appropriate user groups. For more information, see the IBM Emptoris Strategic Supply Management Platform Administrator Guide. |
| External Organizations | In the Emptoris Strategic Supply Management
Platform, create
external organizations (external companies), their addresses, phones, and contacts. For more information, see the IBM Emptoris Strategic Supply Management Platform Administrator Guide. |
| System Settings | Define system settings for each additional organization. You can upload format templates for contracts and set up defaults for contract events. |
| Contract Folders | Create a baseline hierarchy of contract folders to catalog contracts in the repository and
apply security to them by using the user groups and permission groups. For more information, see the IBM Emptoris Contract Management User Guide. |
| Term definitions | Create term definitions and assign internal organizations and security. A term definition can be shared by several organizations. |
| Contract Classes | Create contract classes to classify contracts and contract templates. A contract class can be used by any internal organization. |
| Clause Types | Create clause types to classify clause templates. A clause type can be used by any internal organization. |
| User-Defined Properties | Create user-defined properties for using in clause templates. A user-defined property can be used by any internal organization. |
| Products | Create products, specify whether the products are renewable and whether a replacement product can be used for renewal. A product can be used by any internal organization. |
| Price Lists and the Prices | Create price lists and the prices for each product. Specify whether a replacement price list can be used for renewal. A price list can be used by any internal organization. |
| Line Standards | Create line definitions or extend standard line definitions. |
| Clause Templates | Create language clause templates and add the clause language, terms, approvals, internal organizations, and security to each template. A clause template can be shared by several organizations. |
| Contract Templates | Create contract templates and add clauses, terms, line standards, approvals, folders, internal organizations, and security to them. A contract template can be shared by several organizations. You can also establish contract events within contract templates and select the notification templates that are used for these events. |
| Approvals | Create approval rules to set up dynamic conditions and approvals lists. |
| Quote Contracts (Quote Generation) | Use the Quote Generation feature to enable renewal quote contract generation and notifications for the root internal organization and then for each additional organization. Associate a notification template with each quote generation rule. |
| Notification templates | Define notification templates for events. You can later configure them by organization. A notification template can be used by any internal organization without restriction. |
| Notifications | Enable system event notifications for the root internal organization and then for each additional organization. |
| Notifications Rules | Set notification rules to enable renewal notifications and other rule-based notifications for the root internal organization and for each additional organization. Associate a notification template with each notification rule. |
| Interview Wizard | Set up step designs and interview designs for contract creation. |
| Process Schedules | Schedule automatic contract-related notifications, contract change-of-status, and renewal
quote contract generation. The process schedules apply to all internal organizations. For more information, see the IBM Emptoris Contract Management System Administration Guide. |
| Reporting | If you are using IBM®
Emptoris Contract Management Reporting,
set up folders and security for reports. For details, see the IBM Emptoris Contract Management Key Business Reports Guide. |