The Contracts Integrator can be used to carry out the following tasks in the Contract Management module:
· Create new Contracts
· Update Contracts
· Delete Contracts
· Submit for Approval
To support the above features, a Download feature is included.
Currently, the following sections are supported and we will increase the number of columns available over time as per customer requests.
· Contracts Header
· Contracts Header DFFs (Additional Information)
· Header Billing Controls
· Parties
· Party Contacts
· Party Contacts DFFs (Additional Information)
· Bill Plans
· Revenue Plans
· Contract Lines
· Contract Lines DFFs (Additional Information)
· Lines - Billing Controls
· Lines - Associated Projects
· Submit for Approval
The Integrator loads data to Oracle Cloud using the supported Oracle ERP Cloud SOAP Web Services.
Important Note: Contracts Integrator currently supports the 'Sell' intent exclusively. Support for capturing some Agreement details for ‘Sell’ intent contracts are available in the integrator. If more columns are required to support the contracts with ‘Sell’ intent, please reach out to us.
We recommend that you customize the layout of your sheet to suit the type of contracts you’re working with to eliminate errors on the sheet.
If you require assistance with using the integrator or have any related enquiries, please reach out to our dedicated More4apps Support team.
Navigate to the sections below for instructions on how to use the integrator.
