Source-to-Pay Operations integration with Contract Management Pro
The Source-to-Pay Operations with Contract Management Pro plugin (sn_spend_clm) provides an integration between the Contract Management Pro and Sourcing and Procurement Operations applications.
Contract Management Pro (CM Pro) is a contract life-cycle management solution used to set up contract document templates, clauses, clause variations, and initiate contract requests. It also supports e-signatures and external storage systems.
The integration of Sourcing and Procurement Operations with Contract Management Pro aims to streamline cross-team collaboration and enable legal professionals to run their contracting work within the sourcing and purchasing process. With this integration, procurement specialists can initiate contract requests (CRs) manually throughout the sourcing and purchasing process.
Note: To use this application, a license is required for both Contract Management Pro and Sourcing and Procurement Operations.
Using this integration, procurement specialists can create contract requests for the following:
- Purchase lines
- Purchase requisitions
- Sourcing requests
- Negotiations
- Sourcing events
User roles required for the SPO-CM Pro better together feature
The following roles are required to initiate, view, and manage contract execution:
- Sourcing and purchasing viewer: This is a new role provided within the Contract specialist assignment group. This role can be assigned to the contracting and procurement professionals to have read-only access into the purchase lines, sourcing requests, negotiations, and purchase requisitions.
- Contract fulfiller: This is a licensed role for CM Pro. This role has to be explicitly assigned to the contracting and procurement professionals if they have to work on contract requests. Once assigned, they can work on the contract requests, leveraging all capabilities from CM Pro – obtaining contract signatures, authoring contracts, tracking revisions, and creating the contract documents to be stored in the contract repository.
- Contract user: This role is also provided within the Contract specialist assignment group and is required to initiate and track contract execution.
You can assign your procurement and contracting professionals to these roles as required.
- Integrate with Contract Management Pro
Contract Management Pro provides an integration with the Sourcing and Procurement Operations application. With this integration, procurement specialists can initiate contract requests (CRs) manually throughout the sourcing and purchasing process. - Initiate a contract request
Initiate a contract request from the Source-to-Pay workspace. - Using Now Assist for Contract Management in Sourcing and Procurement Operations
With the sn_cm_gen_ai.ai_contract_fulfiller role, you can review non-standard or missing clauses in procurement contracts and extract key details to update the contract repository using Now Assist for Contract Management within the Source-to-Pay Workspace.
Parent Topic:Integrate Sourcing and Procurement Operations with other applications
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ERP source validation on Sourcing and Procurement Operations objects