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Create and Enforce Sell-Side Contracts with Oracle Sales Contracts

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.

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Create and Enforce Sell-Side Contracts with Oracle Sales Contracts

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  1. Create and Enforce Sell-Side Contracts with Oracle Sales Contracts

  2. Agenda • Introduction to Oracle Sales Contracts • Negotiating Terms on a Sales Quote • Managing Contracts (legal) • Blanket Sales Agreements in Order Management

  3. 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

  4. Oracle Sales Contracts is … A comprehensive solution to manage customer relationships • 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 Contract Administration & Renewal Tracking Performance Contract Execution & Compliance Sales Contracts Repository Establish corporate contract policies Legal & Business Approval Standards based Authoring and Negotiation

  5. 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

  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

  7. 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

  8. Demo

  9. 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

  10. 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

  11. Legal SalesOrganizations Business Units Government Regulations Contract Terms LibraryEstablish Organization-Wide Contract Standards Contract Terms Library Enforce • Adopt as-is • Localize Implement • Best Practices • Legal Requirements • Regulatory Policies • Standard Clauses • Contract Templates • Rich text formatting – bold, indent, bullet list • Manage global and country specific standards • Revision control and approval management

  12. Contract Terms Library • Contract Terms Library • Create library clauses • Create contract templates Built in Approval workflow

  13. 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

  14. Demo

  15. 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

  16. 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

  17. 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

  18. How to Use this Feature Blanket Sales Agreement (BSA) flow • Products • Price holds • Discounts Create BSA Apply Terms & Conditions Preview Contract Document Submit for Internal Approval Print for CustomerPresentment Customer Acceptance? Sign Negotiate Modify BSA ActiveAgreement No Yes • Change product/price • Add / remove clauses • Add non-standard clauses • Enter signing details • Attach signed image

  19. Demo

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