Supplier Contract Management

© 2006 Oracle Corporation – Proprietary and Confidential 2. Author & Negotiate 5. Amend4. Monitor and Track 6. Renew & Closeout 3. Approve and Sign Collaborative revision process Amendment approval flow Auditable revision history Expiration alerts Simple renegotiation Standardized closeout process Central clause library Workflow configuration Revision control policy Best-practice configurators Role-based authoring Substitute and non- standard clauses Full term visibility Online collaboration Flexible approval workflow Bind contracts with recorded signatures 1. Establish Standards Automatic terms implementation On-demand agreement tracking Utilization & leakage analysis What is Supplier Contract Management? Business Process Flow

© 2006 Oracle Corporation – Proprietary and Confidential Enterprise SRM Suite Application View Supplier Enablement Employee Self Service Spend Analysis Procure-to-Pay Sourcing Contract Management eSupplier Connection eSettlements eSupplier Connection eSettlements Purchasing Accounts Payable Purchasing Accounts Payable eProcurement Services Procurement eProcurement Services Procurement Supplier Rating System Spend Mart Procurement Mart Supplier Rating System Spend Mart Procurement Mart Strategic Sourcing Supplier Contract Management Supplier Contract Management SCMT first released in FSCM 8.9 SCMT backport to 8.8 now Generally Available

© 2006 Oracle Corporation – Proprietary and Confidential Standardize Contract Processes Reduce Time-to- Contract Drive Contract Compliance Centralized clause library with user- defined policy rules and expert- based authoring Parallel negotiation utilizing flexible approval workflow, online signature and contract binding with formal amendment processing Integrated procurement & contract processes, agreement & performance tracking, and visibility to centrally managed contracts Supplier Contract Management Author and Enforce Better Contracts

© 2006 Oracle Corporation – Proprietary and Confidential Highlights of Supplier Contract Management 8.9 Centralized, digital contract repository Text-based and meta-data driven searching Document authoring and management Contract Clause Library Smart Configurators Wizard questions for contract creation Version control and audit trail Collaborative authoring Centralized, digital contract repository Text-based and meta-data driven searching Document authoring and management Contract Clause Library Smart Configurators Wizard questions for contract creation Version control and audit trail Collaborative authoring MS Word Integration Bind Variables Rules processing Dependent and Alternate clauses Amendment processing Generic Document Authoring Contract monitoring and compliance Agreement/Deliverable Management Workflow notification Strategic Sourcing integration MS Word Integration Bind Variables Rules processing Dependent and Alternate clauses Amendment processing Generic Document Authoring Contract monitoring and compliance Agreement/Deliverable Management Workflow notification Strategic Sourcing integration

© 2006 Oracle Corporation – Proprietary and Confidential Whats New in SCMT 9.0? Document Types Configurator Selector Wizard Clause Import Document Import Wizard Improvements Search Improvements (Verity) Copy Document Contract Agreement Mgmt Miscellaneous Enhancements

© 2006 Oracle Corporation – Proprietary and Confidential Document Types Optional (highly recommended) feature used to: Expand uses of document generation beyond formal contract documents Configure different document types (purpose, audience, life cycle) Enabler for other 9.0 features: Requisition Contract Request documents Sharing wizard responses from prior documents Role security for create documents by doc type Configurator Selectors Life Cycle control for different document purpose Option to auto number by document type

© 2006 Oracle Corporation – Proprietary and Confidential Document Types

© 2006 Oracle Corporation – Proprietary and Confidential Requisition Contract Request Document Special Document Type allows requestor to generate supplemental request document and wizard responses when the Req is entered New link to Requisition in ePro and PO Generated Doc can be optionally attached to Requisition On award, the Specialist can optionally copy forward wizard responses into authored contract as the starting point.

© 2006 Oracle Corporation – Proprietary and Confidential Requisition Contract Request Document

© 2006 Oracle Corporation – Proprietary and Confidential Requisition Contract Request Document

© 2006 Oracle Corporation – Proprietary and Confidential Configurator Selector Wizard New Wizard Type for selecting the correct configurator Specify use within Document Type Same UI as contract generation wizard

© 2006 Oracle Corporation – Proprietary and Confidential Configurator Selector Wizard

© 2006 Oracle Corporation – Proprietary and Confidential Search (Verity) Improvements Now searches on actual contract files (including Verity- supported 9.0 imported files) Search additional File Attachments Search Chart fields Search Remaining Amounts of PO Contract

© 2006 Oracle Corporation – Proprietary and Confidential Search Improvements

© 2006 Oracle Corporation – Proprietary and Confidential Clause Import Allows end user to tag content within word documents to create clauses within contract. Word document must be saved as XML format Process: End user uses ad-ins to add Schema. Tag content for body, title, clause id Upload file and clauses are parsed out User specifies other settings in page and then creates selected clauses.

© 2006 Oracle Corporation – Proprietary and Confidential Clause Import

© 2006 Oracle Corporation – Proprietary and Confidential Document Import End user component allowing for on-ramp of external non- generated contract documents Puts uploaded document into Document Management life cycle and Verity search (when supported by Verity) Any attachable format supported (.doc,.pdf,.jpeg, etc.) Can use with/without Document Types Option to load prior amendments for contract documents

© 2006 Oracle Corporation – Proprietary and Confidential Document Import

© 2006 Oracle Corporation – Proprietary and Confidential Wizard Enhancements Wizard improvements to add binds/rules on the fly and better relate the objects Wizard Expanded Summary option (Grid) to view sequence of all questions/binds from question groups, navigational flow, and possible responses in one place. Save for later option in wizard

© 2006 Oracle Corporation – Proprietary and Confidential Wizard Summary

© 2006 Oracle Corporation – Proprietary and Confidential Copy Documents Ability to copy ad-hoc contract documents Ability to copy last related executed contract document when copying the transactional contract Useful when contract is same as previous contract document Will automatically refresh from new transactional bind values Note: Some risk that content will NOT be the latest from the clause library System logs this when it occurs

© 2006 Oracle Corporation – Proprietary and Confidential Copy Document

© 2006 Oracle Corporation – Proprietary and Confidential Contract Agreements Spend Threshold Alerts Metric based system generated Agreement types by contract (PO related) % of quality receipts % Correct Receipt Qty % On-time deliveries % Total Ordered versus Received

© 2006 Oracle Corporation – Proprietary and Confidential Contract Agreements Spend Threshold Alerts (Contract Entry) Header and Line options:

© 2006 Oracle Corporation – Proprietary and Confidential Contract Agreements: Agreements Based on Metrics Process: Define an On-Time Metric Associate to a Contract Run job to update metric (based on contract receipts) View results in contract Monitor

© 2006 Oracle Corporation – Proprietary and Confidential Contract Agreements On-Time Metric Agreements example:

© 2006 Oracle Corporation – Proprietary and Confidential Contract Agreements: Updating Metrics Update Procurement Process to calculate contract metrics for one or many contracts.

© 2006 Oracle Corporation – Proprietary and Confidential Contract Agreements: Monitor Results

© 2006 Oracle Corporation – Proprietary and Confidential Contract Agreements: Monitor results (Drill down)

© 2006 Oracle Corporation – Proprietary and Confidential Contract Agreements: Notifications Schedule job to trigger warning/unacceptable performance notifications

© 2006 Oracle Corporation – Proprietary and Confidential Miscellaneous Enhancements Related Documents feature within Document Management Cut/Paste option in configurator maintenance Delete Draft Document capability (search results from Doc Management) Role based view only option for all documents (8.9 was by user only)

© 2006 Oracle Corporation – Proprietary and Confidential Miscellaneous Enhancements Protect clause feature for clauses which discourages changes to clauses in authored documents Self approval settings for clauses/sections when clause approvals are not in use (option to default to approved) Link to PIA Clause from within MS Word Task Panes

© 2006 Oracle Corporation – Proprietary and Confidential