Monday, July 29, 2013

Changing or Creating terms & Contract page



High Level Overview:

Pre – requesting Steps:
Before creating the new clause, section and template in “Contract Terms Library Administrator” responsibility, we have to do copy of layout template for our contracts terms and agreement page.

Navigation: XML publisher Administrator ->Home ->Template
Query with “XLS-HTML” as TYPE filed.

And select “Contract Terms Layout Template for iStore”(Data template) and copy the duplicate for the same. This is used to Update/change the layout of your terms & contract page. (* Optional)


For creating section, clause and template use the below navigation.

Navigation: Contracts terms library administration -->Contract->Template

1)      Create new clauses:
Clauses are created for adding the required content details.
2)      Create new Section:
We can add multiple clauses under the single sections.
3)      Create New Template
=>During template creation we have to select layout template option as “Oracle Contract Terms Template” .
=> After that query the new template and add your section. Under the section add your list of clauses. 


4)     Using Existing the existing template
=>Otherwise just use existing contract template and do the cluses and section changes.
=> After that query the new template and add your section. Under the section add your list of clauses. 

To enable this updated template in iStore we need to map this default contract template in our operating unit.

Navigation: US HRMS Manager > Work Structure > Organization > Description.

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