Vision Demo - 12.2.10 New Features in CLM - OU Specific User Defined Attributes (UDA) Templates (Doc ID 2712362.1)

Last updated on DECEMBER 07, 2021

Applies to:

Goal

Overview of New 12.2.10 UDA Functionality – as requested in ER Community Post - https://community.oracle.com/ideas/16467:

US Federal customers using Oracle Contract Lifecycle Management (CLM) have different UDA templates (which comprise of different attribute groups and attributes) for different agencies to provide additional information. **The following notes gives brief overview of UDA setups - <Note 1152223.1> - Contract Lifecycle Management - CLM in a Nutshell**

So this requirement is basically to enable UDA templates specific to OU (Agency is mapped to OU). With this change customers can create and enable different templates for requisitions, solicitations, awards and IDVs based on operating unit.

Customers will have an option to specify a specific OU or tag all OU's while creating or modifying the document style. Once the document style is available and is associated to specific OU, users select document style while creating the UDA template for awards and IDVs, so that they can see agency specific information when they logs\ in to respective OU for creating awards or IDVs.

Customers can directly select OU while creating the UDA template for requisitions and solicitations. SO customers can create multiple requisition UDA templates based on OU.
The templates will be shared by either all agencies or one agency in a shared environment.
No two agencies share same UDA template, in an environment of multiple agencies use oracle CLM (in case of OU specific template).

Solution

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