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Create and Enforce Sell-Side Contracts with Oracle Sales Contracts

Oracle Sales Contracts help standardize policies, improve compliance, and track performance in contract management. Learn to negotiate terms, create sales agreements, and manage renewals effectively. Gain insights into creating and enforcing contract policies.

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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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