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Adobe Captivate Thursday, May 18, 2023

Slide 3 - Oracle Sales CloudRelease 10

Slide notes

Welcome to the Release 10 Training for Oracle Sales Cloud. My name is Carol, and in this session, I’ll cover the enhancements we’ve made in this release to Enterprise Contracts, specifically authoring contract terms using the Microsoft Word add-in.

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Slide 4 - Agenda

Slide notesFirst we’ll explain the enhancement, what it does, and what business value it brings.

Then we’ll walk you through a demonstration.

Finally, we’ll explain what you need to consider before enabling this feature for your business.

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Slide 5 - Contract Terms Authoring with Word Add-in

Slide notesEnterprise Contracts provides a comprehensive solution for managing your sales contracts. Standard clauses, terms templates, and business rules are set up in the Contract Terms Library. From these, the legal language can be quickly created on a contract. The terms can be edited directly in the Contracts application, or from Microsoft Word.

With this release, a Word add-in can be installed from the Contracts application using the Download Add-in for Microsoft Word action from the Edit Contract page.

After signing in, you have access to a Contracts menu where you can take actions such as adding pre-defined sections or clauses from the Library.

You can also select and insert contract variables into clause text. You can step through them in the contract to add values to user defined variables.

The same security settings that govern your data and actions in Enterprise Contracts are enforced within Word. Actions that require Oracle Sales Cloud access require a log in. Similarly, all controls, such as the behavior of clauses marked Mandatory or Protected, apply to anyone editing contracts in Word. Any changes made to clauses in the Word document by users without the necessary privileges will be prevented upon uploading the contract back to the application.

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Slide 6 - Contract Terms Authoring with Word Add-in

Slide notesContract authors often prefer to work from Word when editing terms and conditions. Now you can stay within Word and leverage the rich content of the Terms library to edit your contract.

As well as adding clauses by writing nonstandard clause text in the contract, you can now search and add standard clauses, sections, and variables from the Terms Library without leaving Word.

Because standard clauses are referenced directly from the Terms Library, these changes made in Word are recognized as standard clauses when uploading the contract back to the application, instead of all clauses edits appearing as nonstandard.

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Slide 61 - Implementation Advice

Slide notesIn this implementation advice section we will go through what you need to consider before enabling this feature in your business.

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Slide 62 - Feature Impact Guidelines

Slide notesThe Contract Terms Authoring with the Word Add-in feature is automatically available upon upgrade. It can be accessed using shipped job roles. There is no additional setup required to use the add-in, but you will need to download it from the Edit Contract page to your desktop to be able to use it from within Word.

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Slide 63 - Job Roles

Slide notesThe job roles that provide access to editing a contract in Word are the same as those that allow editing a contract from within the application. The contract manager or administrator will have access to the Terms Library from the add-in to add sections and clauses to the contract.

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Slide 64 - Business Process Model Information

Slide notesThe business processes associated with the new capabilities covered in this training are detailed here.

The high level business process is Manage Customer Contracts with the activity Create Customer Contract.

This concludes this presentation, thank you for listening. You can easily pause and rewind any of these slides if you require additional time to take in the detail.

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