Please become familiar with the current integrator limitations. These will be resolved over time as Oracle improves the underlying web services and we add additional functionality to this product.
To create a new contract, the ‘Header Upload Action’ column value must be Create or Create records. Create records causes all related child components to default to the same action, while Create will only create that section. Please refer to the Uploading section for more information on how to use the Create action.
There are two methods for entering values: direct input on the sheet or via a Data Form. Each method has its own advantages.
Direct Input on the Sheet
· You can manually enter values directly onto the sheet.
· This method allows you to copy and paste values from a different source.
· Please note that when uploading, a validation process will run to ensure the correctness of all entered values.
Data Form
· The Data Form provides an alternative way to enter values.
· It allows you to search or select values from pre-defined List of Values.
· This can be useful when you don’t know the exact value to enter on the sheet.
To create a new contract, the following values are required and must be included as part of the upload:
· Business Unit
· Type
· Number
· Primary Party
· Start Date
Contracts Integrator accommodates both ‘Agreements’ and ‘Enterprise Contracts’ contract classes. Therefore, we recommend that you remove columns that you do not need for the type of contract you’re working with.
For example, the following columns are for the Contract Class of ‘Agreements’:
· Price Application Rule
· Pricing Strategy
· Pricing Effective Date
· Committed Amount
Please remove them from the sheet if your contract does not need them to avoid errors. Also, the Currency Conversion columns at the header section do not apply to ‘Agreement’ contracts so please remove them from the sheet if you are working with Agreement contracts.
The following columns use codes instead of their actual names. This is due to a limitation in the SOAP web services.
If you use the Data Form to enter these values, the List of Values will display both the code and its meaning.
Exemption Handling Code (Header)
Generated Invoice Status Code (Header)
Billing Resource Number (Billing Controls – Header/Contract Lines)
Please ensure that the Contribution Percent field value is within the range of 0 to 1. For example, if you enter 0.5 in the Contribution Percent field, it corresponds to 50%.
Excluded from Create
These sections need to be removed from the sheet as part of the Create process:
· Parties
· Party Contacts
When creating a new contract in Oracle, Parties and Party Contacts are automatically generated. As such, you must exclude them from the Create process. If you attempt to enter values in these sections during contract creation, an error message will be generated.
Header Tax Control: When creating a new contract, you cannot set the Exemption Handling Code to E or R. If you wish to change these values for your contract, you must first create the contract and then update it with the new Header Tax Control values.
Line Billing: ‘Line Bill Plan’ and ‘Line Revenue Plan’ cannot be set during the creation of a new contract. However, Bill Plans and Revenue Plans can be created beforehand as part of the new contract creation process. Afterward, you can download the contract to update the Line Bill Plan and Line Revenue Plan details.
Contract Lines
The Contract Lines section currently supports two different Line Types:
1. Item, Project:
· Line Item Name must be a valid item number. If you are uncertain about the Item number, please use the Data Form to search for the correct item.
· For this Line Type, please provide values for 'Line Item UOM', 'Line Item Quantity', and 'Line Item Unit Price'. The 'Line Item Amount' will be automatically calculated based on the values you enter for 'Line Item Quantity' and 'Line Item Unit Price'. Consequently, 'Line Item Amount' is a read-only column and should not be manually entered for the Line Type 'Item, project'.
· Reserve 'Line Amount' for use with the Line Type 'Free-form, project'. It will, by default, copy the value from ‘Line Item Amount’ but it does not have any meaning for Line Type ‘Item, Project’.
2. Free-form, Project:
Selecting this Line Type allows you to enter any text of your choosing in the ‘Line Item Name’ field. It is a free text field without restrictions. You may enter ‘Line Amount’ for this Line Type.
Handling Duplicate Party Contact Names
When working with Party Contact Names that appear to be duplicates, the tool requires a unique identifier to differentiate between them. To effectively manage such situations, follow these steps:
1. Contact Number Requirement: To handle duplicate Party Contact Names, you must provide a Contact Number associated with each unique contact. This Contact Number serves as a distinct identifier that allows the tool to distinguish between similar names.
2. Using Data Form: If you encounter instances where you're unsure about the Contact Number, you can utilize the Data Form to search the Contact Numbers.
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