File:ICI CPQ Img1.PNG

2023-01-13T09:25:25Z

IDT-1: IDT-1 uploaded a new version of File:ICI CPQ Img1.PNG

ICI for SAP CPQ

2023-01-13T09:24:21Z

IDT-1:

= ICI for SAP CPQ and S/4HANA (Sell side) Adapter =

== Overview ==

The ICI for SAP CPQ and SAP S/4HANA (Sell side) Adapter supports the quote-to-cash flow with a two-way integration. The adapter provides a personalized sales experience that helps to accelerate the selling process. Preconfigured products and pricing models enable the sales organization to easily assemble a quote improving operational efficiency. Preapproved legal templates and preconfigured workflows enable contract managers to quickly assemble the contract and effectively negotiate the contract thus reducing the contract time and risk.

SAP CPQ provides a rich customer experience by empowering sales teams and partners to easily offer complex product configurations, optimized pricing, and great-looking proposals.

[[File:Integration process.png|RTENOTITLE]]

The Lead-to-Cash process starts with generating leads, capturing the prospect, creating an opportunity, and assigning the appropriate stage. A preapproved NDA can be shared with the customer for signature, leveraging digital signature applications such as AdobeSign or DocuSign. Once the quote is reviewed with the client and approved internally a contract can be created automatically in ICI. Relevant data from customer accounts and quotes are utilized to create the contract.

In large enterprise functional landscape, SAP S/4HANA acts as a single source of truth for Business Partner and Product master data. Sell-side systems sync customer information and orderable product information from SAP S/4HANA. End-to-end integrated journeys for Lead-to-Cash from SAP CPQ to ICI to S/4HANA require Business Partner and Product data to be synced from SAP S/4HANA to SAP CPQ and ICI. Master data sync is one of the prerequisites for accurate and consistent data availability across the systems to ensure smooth functional flows and user journeys. To know more, [https://iciwikiapac.icertis.com/ICIHelp8.2/index.php?title=ICI_for_SAP_CPQ_and_S4/HANA_Lead_to_Cash_Adapter_Replication_Integration_and_Configuration click here].

The following image shows the functional flow of the adapter.

 

 

'''Note:''' The ICI for SAP CPQ and SAP S/4HANA Lead to Cash Adapter is supported with ICI version 8.2.

== Benefits ==

*Reduce the lead-to-cash cycle time<br/> Seamlessly integrate customer and pricing data from SAP CPQ into ICI to quickly and accurately create contracts that reference the agreed pricing terms, promotions, incentives, and rebates when building sales contracts.
*Easily discover, monitor & mitigate contract risk<br/> Discover risks caused by deviations from normal business practices to proactively identify and monitor business risk to reduce the impact on operational, financial, and reputational risk, contributing significantly to the company's bottom line.
*Collaborate on contracts seamlessly among all parties<br/> Reduce rework and improve customer satisfaction with accurate redlining, versioning, and approval workflows, reducing risk exposure for your company. Enable secure communication with suppliers, customers, and partners.
*Gain deeper insights into sales and contracts<br/> Manage agreements across multiple departments to gain deeper insights and align supplier and customer terms with AI-supported search, digitization, and negotiation.
*Reduce errors by ensuring data consistency<br/> Consistent data across systems ensures accuracy, which in turn reduces rework and improves customer satisfaction.
*Reduced time for data sync<br/> Seamlessly sync data from SAP S/4HANA into ICI quickly with real-time sync or at the desired frequency by setting periodic incremental sync.
*Extensibility offered with a solution<br/> As per implementation requirements, master data attributes can be added in ICI and mapping can be established to sync up the master data from SAP S/4HANA.

== Prerequisites ==

=== SAP CPQ Side ===

ICI for SAP CPQ and S/4HANA Lead to Cash Adapter integrates with SAP CPQ by leveraging SAP CPQ Quote 2.0 REST APIs. Before calling SAP CPQ REST endpoints, the below-mentioned prerequisites must be satisfied:

*An SAP CPQ Quote 2.0 tenant with its URL is shared with the ICI team.
*Create an integration user account in SAP CPQ and add the user to the '''Sales''' user group. This user will be used to authenticate all the REST API calls.
*SAP CPQ configuration is completed as mentioned in the ICI for SAP CPQ and SAP S/4HANA Lead to Cash Adapter configuration guide.
*SAP CPQ allows ICI Client to consume their APIs.

=== ICI Side ===

*Create ICI entities  
*Map attributes for ICI entities (Client App Cross Reference and Client App Entity Mapping)  
*Create filters in the Client App Filter Condition  
*Store SAP CPQ API connection information in the Azure Key Vault    
*Import the required SAP CPQ contracts master data to ICI 
*Provision SAP CPQ contracts users in ICI 
*Configure the ICI environment with master data contract types for the following entities and required attributes.
**Customer
**Product<br/> Customer and Product master data is either synced through master data integration or is set up in ICI.

== Creating Contracts from Quotes   ==

After integrating ICI with SAP CPQ, you can create contracts for Quotes created in SAP CPQ. Once the contract is executed in ICI, you can either place the order for the related Quote manually or configure auto-ordering for it.

=== Prerequisites ===
<ul style="list-style-type:circle;">
<li>Ensure that Customer (Business Partner) Master data present in ICI are in sync with Customer Master.</li>
<li>Ensure that Product Master data present in ICI are in sync with Product Master.</li>
</ul>

To know how to configure master data integration from SAP S/4HANA to ICI, [https://iciwikiapac.icertis.com/ICIHelp8.2/index.php?title=ICI_for_SAP_CPQ_and_S4/HANA_Lead_to_Cash_Adapter_Replication_Integration_and_Configuration click here].

To complete the process, you need to perform the following steps:

#Create contract
#Execute contract
#Place order

=== Create contract ===

#Create a quote and add products.<br/> To know how to create a quote, see [https://help.sap.com/docs/SAP_CPQ/551616e85ad64739835aa69241222f53/12df2dee87b046ba8e585571cab4d231.html Quote Creation].
#Enter '''Opportunity/Quote Name''', '''Effective Date''', '''Contract Term (Months)''', and '''Sold-to Party''' (Customer).<br/> Note that the '''Contract Link''' and '''Contract Number''' fields are empty.
#Once the commercials of the quote are finalized, change the status to '''Ready for Contracting'''.<br/> When the quote is picked for contracting, the status changes to '''Contract Created'''.<br/> On the '''Additional Info''' tab, the contract link and contract number are now available.

=== Execute Contract ===

#Use the contact link on the '''Additional Info''' tab and navigate to the contract in ICI.<br/> The contract is in '''Draft''' status.
#Click on the '''Details''' tab in the left pane to see that the attribute values from the quote have been populated.
#Click the '''Associations''' tab in the left pane to see the line items from the quote and their details.
#To preview the contract, Click '''Download > Assemble Contract''' and click the two-pane icon.<br/> This allows for a side-by-side comparison between the assembled contract and the details in the '''Default Agreement Dashboard'''. Attributes populated in the contract are highlighted.
#You can send the contract for review and approval.
#Once the contract is approved, initiate external and internal signatures.<br/> Post signatures, the contract status is '''Executed'''.

=== Place Order ===

#To place the order, on the '''Quotation''' tab, click the ellipsis icon > '''Place Order'''.<br/> This can be automated if auto-ordering is configured for the integration in ICI. The system invokes the '''Place Order''' action as soon as the contract is executed.
#Place order action changes quote status to '''Order Confirmation Pending'''.
#Place order action leverages SAP CPQ and SAP S/4HANA integration to send quote details to SAP S/4HANA for order placement.
#From SAP S/4HANA, Solution Quote ID is updated back on SAP CPQ Quote as Sales Order ID.
#On successful order, the quote status gets updated to '''Order Placed''' through SAP CPQ – SAP S/4HANA integration.
#On order failure, the quote status gets updated to '''Order Failed''' through SAP CPQ - SAP S/4HANA integration.

 

 

== Configuration ==

For detailed information about the required configuration, click [[Media:ICI_SAP_CPQ_Adapter_Configuration_Guide.pdf|here]].

ICI for SAP CPQ

2023-01-13T09:20:04Z

IDT-1:

= ICI for SAP CPQ and S/4HANA (Sell side) Adapter =

== Overview ==

The ICI for SAP CPQ and SAP S/4HANA (Sell side) Adapter supports the quote-to-cash flow with a two-way integration. The adapter provides a personalized sales experience that helps to accelerate the selling process. Preconfigured products and pricing models enable the sales organization to easily assemble a quote improving operational efficiency. Preapproved legal templates and preconfigured workflows enable contract managers to quickly assemble the contract and effectively negotiate the contract thus reducing the contract time and risk.

SAP CPQ provides a rich customer experience by empowering sales teams and partners to easily offer complex product configurations, optimized pricing, and great-looking proposals.

[[File:Integration process.png|RTENOTITLE]]

The Lead-to-Cash process starts with generating leads, capturing the prospect, creating an opportunity, and assigning the appropriate stage. A preapproved NDA can be shared with the customer for signature, leveraging digital signature applications such as AdobeSign or DocuSign. Once the quote is reviewed with the client and approved internally a contract can be created automatically in ICI. Relevant data from customer accounts and quotes are utilized to create the contract.

In large enterprise functional landscape, SAP S/4HANA acts as a single source of truth for Business Partner and Product master data. Sell-side systems sync customer information and orderable product information from SAP S/4HANA. End-to-end integrated journeys for Lead-to-Cash from SAP CPQ to ICI to S/4HANA require Business Partner and Product data to be synced from SAP S/4HANA to SAP CPQ and ICI. Master data sync is one of the prerequisites for accurate and consistent data availability across the systems to ensure smooth functional flows and user journeys. To know more, [https://iciwikiapac.icertis.com/ICIHelp8.2/index.php?title=ICI_for_SAP_CPQ_and_S4/HANA_Lead_to_Cash_Adapter_Replication_Integration_and_Configuration click here].

The following image shows the functional flow of the adapter.

 

[[File:ICI for SAP CPQ flowchart.png|upright|ICI for SAP CPQ flowchart.png]]

'''Note:''' The ICI for SAP CPQ and SAP S/4HANA Lead to Cash Adapter is supported with ICI version 8.2.

== Benefits ==

*Reduce the lead-to-cash cycle time<br/> Seamlessly integrate customer and pricing data from SAP CPQ into ICI to quickly and accurately create contracts that reference the agreed pricing terms, promotions, incentives, and rebates when building sales contracts.
*Easily discover, monitor & mitigate contract risk<br/> Discover risks caused by deviations from normal business practices to proactively identify and monitor business risk to reduce the impact on operational, financial, and reputational risk, contributing significantly to the company's bottom line.
*Collaborate on contracts seamlessly among all parties<br/> Reduce rework and improve customer satisfaction with accurate redlining, versioning, and approval workflows, reducing risk exposure for your company. Enable secure communication with suppliers, customers, and partners.
*Gain deeper insights into sales and contracts<br/> Manage agreements across multiple departments to gain deeper insights and align supplier and customer terms with AI-supported search, digitization, and negotiation.
*Reduce errors by ensuring data consistency<br/> Consistent data across systems ensures accuracy, which in turn reduces rework and improves customer satisfaction.
*Reduced time for data sync<br/> Seamlessly sync data from SAP S/4HANA into ICI quickly with real-time sync or at the desired frequency by setting periodic incremental sync.
*Extensibility offered with a solution<br/> As per implementation requirements, master data attributes can be added in ICI and mapping can be established to sync up the master data from SAP S/4HANA.

== Prerequisites ==

=== SAP CPQ Side ===

ICI for SAP CPQ and S/4HANA Lead to Cash Adapter integrates with SAP CPQ by leveraging SAP CPQ Quote 2.0 REST APIs. Before calling SAP CPQ REST endpoints, the below-mentioned prerequisites must be satisfied:

*An SAP CPQ Quote 2.0 tenant with its URL is shared with the ICI team.
*Create an integration user account in SAP CPQ and add the user to the '''Sales''' user group. This user will be used to authenticate all the REST API calls.
*SAP CPQ configuration is completed as mentioned in the ICI for SAP CPQ and SAP S/4HANA Lead to Cash Adapter configuration guide.
*SAP CPQ allows ICI Client to consume their APIs.

=== ICI Side ===

*Create ICI entities  
*Map attributes for ICI entities (Client App Cross Reference and Client App Entity Mapping)  
*Create filters in the Client App Filter Condition  
*Store SAP CPQ API connection information in the Azure Key Vault    
*Import the required SAP CPQ contracts master data to ICI 
*Provision SAP CPQ contracts users in ICI 
*Configure the ICI environment with master data contract types for the following entities and required attributes.
**Customer
**Product<br/> Customer and Product master data is either synced through master data integration or is set up in ICI.

== Creating Contracts from Quotes   ==

After integrating ICI with SAP CPQ, you can create contracts for Quotes created in SAP CPQ. Once the contract is executed in ICI, you can either place the order for the related Quote manually or configure auto-ordering for it.

=== Prerequisites ===
<ul style="list-style-type:circle;">
<li>Ensure that Customer (Business Partner) Master data present in ICI are in sync with Customer Master.</li>
<li>Ensure that Product Master data present in ICI are in sync with Product Master.</li>
</ul>

To know how to configure master data integration from SAP S/4HANA to ICI, [https://iciwikiapac.icertis.com/ICIHelp8.2/index.php?title=ICI_for_SAP_CPQ_and_S4/HANA_Lead_to_Cash_Adapter_Replication_Integration_and_Configuration click here].

To complete the process, you need to perform the following steps:

#Create contract
#Execute contract
#Place order

=== Create contract ===

#Create a quote and add products.<br/> To know how to create a quote, see [https://help.sap.com/docs/SAP_CPQ/551616e85ad64739835aa69241222f53/12df2dee87b046ba8e585571cab4d231.html Quote Creation].
#Enter '''Opportunity/Quote Name''', '''Effective Date''', '''Contract Term (Months)''', and '''Sold-to Party''' (Customer).<br/> Note that the '''Contract Link''' and '''Contract Number''' fields are empty.
#Once the commercials of the quote are finalized, change the status to '''Ready for Contracting'''.<br/> When the quote is picked for contracting, the status changes to '''Contract Created'''.<br/> On the '''Additional Info''' tab, the contract link and contract number are now available.

=== Execute Contract ===

#Use the contact link on the '''Additional Info''' tab and navigate to the contract in ICI.<br/> The contract is in '''Draft''' status.
#Click on the '''Details''' tab in the left pane to see that the attribute values from the quote have been populated.
#Click the '''Associations''' tab in the left pane to see the line items from the quote and their details.
#To preview the contract, Click '''Download > Assemble Contract''' and click the two-pane icon.<br/> This allows for a side-by-side comparison between the assembled contract and the details in the '''Default Agreement Dashboard'''. Attributes populated in the contract are highlighted.
#You can send the contract for review and approval.
#Once the contract is approved, initiate external and internal signatures.<br/> Post signatures, the contract status is '''Executed'''.

=== Place Order ===

#To place the order, on the '''Quotation''' tab, click the ellipsis icon > '''Place Order'''.<br/> This can be automated if auto-ordering is configured for the integration in ICI. The system invokes the '''Place Order''' action as soon as the contract is executed.
#Place order action changes quote status to '''Order Confirmation Pending'''.
#Place order action leverages SAP CPQ and SAP S/4HANA integration to send quote details to SAP S/4HANA for order placement.
#From SAP S/4HANA, Solution Quote ID is updated back on SAP CPQ Quote as Sales Order ID.
#On successful order, the quote status gets updated to '''Order Placed''' through SAP CPQ – SAP S/4HANA integration.
#On order failure, the quote status gets updated to '''Order Failed''' through SAP CPQ - SAP S/4HANA integration.

 

 

== Configuration ==

For detailed information about the required configuration, click [[Media:ICI_SAP_CPQ_Adapter_Configuration_Guide.pdf|here]].

File:ICI CPQ Img1.PNG

2023-01-13T09:19:27Z

IDT-1:

ICI for SAP CPQ

2023-01-13T09:06:04Z

IDT-1:

= ICI for SAP CPQ and S/4HANA (Sell side) Adapter =

== Overview ==

The ICI for SAP CPQ and SAP S/4HANA (Sell side) Adapter supports the quote-to-cash flow with a two-way integration. The adapter provides a personalized sales experience that helps to accelerate the selling process. Preconfigured products and pricing models enable the sales organization to easily assemble a quote improving operational efficiency. Preapproved legal templates and preconfigured workflows enable contract managers to quickly assemble the contract and effectively negotiate the contract thus reducing the contract time and risk.

SAP CPQ provides a rich customer experience by empowering sales teams and partners to easily offer complex product configurations, optimized pricing, and great-looking proposals.

[[File:Integration process.png|RTENOTITLE]]

The Lead-to-Cash process starts with generating leads, capturing the prospect, creating an opportunity, and assigning the appropriate stage. A preapproved NDA can be shared with the customer for signature, leveraging digital signature applications such as AdobeSign or DocuSign. Once the quote is reviewed with the client and approved internally a contract can be created automatically in ICI. Relevant data from customer accounts and quotes are utilized to create the contract.

In large enterprise functional landscape, SAP S/4HANA acts as a single source of truth for Business Partner and Product master data. Sell-side systems sync customer information and orderable product information from SAP S/4HANA. End-to-end integrated journeys for Lead-to-Cash from SAP CPQ to ICI to S/4HANA require Business Partner and Product data to be synced from SAP S/4HANA to SAP CPQ and ICI. Master data sync is one of the prerequisites for accurate and consistent data availability across the systems to ensure smooth functional flows and user journeys. To know more, [https://iciwikiapac.icertis.com/ICIHelp8.2/index.php?title=ICI_for_SAP_CPQ_and_S4/HANA_Lead_to_Cash_Adapter_Replication_Integration_and_Configuration click here].

The following image shows the functional flow of the adapter.

[[File:ICI for SAP CPQ flowchart.png|upright|ICI for SAP CPQ flowchart.png]]

'''Note:''' The ICI for SAP CPQ and SAP S/4HANA Lead to Cash Adapter is supported with ICI version 8.2.

== Benefits ==

*Reduce the lead-to-cash cycle time<br/> Seamlessly integrate customer and pricing data from SAP CPQ into ICI to quickly and accurately create contracts that reference the agreed pricing terms, promotions, incentives, and rebates when building sales contracts.
*Easily discover, monitor & mitigate contract risk<br/> Discover risks caused by deviations from normal business practices to proactively identify and monitor business risk to reduce the impact on operational, financial, and reputational risk, contributing significantly to the company's bottom line.
*Collaborate on contracts seamlessly among all parties<br/> Reduce rework and improve customer satisfaction with accurate redlining, versioning, and approval workflows, reducing risk exposure for your company. Enable secure communication with suppliers, customers, and partners.
*Gain deeper insights into sales and contracts<br/> Manage agreements across multiple departments to gain deeper insights and align supplier and customer terms with AI-supported search, digitization, and negotiation.
*Reduce errors by ensuring data consistency<br/> Consistent data across systems ensures accuracy, which in turn reduces rework and improves customer satisfaction.
*Reduced time for data sync<br/> Seamlessly sync data from SAP S/4HANA into ICI quickly with real-time sync or at the desired frequency by setting periodic incremental sync.
*Extensibility offered with a solution<br/> As per implementation requirements, master data attributes can be added in ICI and mapping can be established to sync up the master data from SAP S/4HANA.

== Prerequisites ==

=== SAP CPQ Side ===

ICI for SAP CPQ and S/4HANA Lead to Cash Adapter integrates with SAP CPQ by leveraging SAP CPQ Quote 2.0 REST APIs. Before calling SAP CPQ REST endpoints, the below-mentioned prerequisites must be satisfied:

*An SAP CPQ Quote 2.0 tenant with its URL is shared with the ICI team.
*Create an integration user account in SAP CPQ and add the user to the '''Sales''' user group. This user will be used to authenticate all the REST API calls.
*SAP CPQ configuration is completed as mentioned in the ICI for SAP CPQ and SAP S/4HANA Lead to Cash Adapter configuration guide.
*SAP CPQ allows ICI Client to consume their APIs.

=== ICI Side ===

*Create ICI entities  
*Map attributes for ICI entities (Client App Cross Reference and Client App Entity Mapping)  
*Create filters in the Client App Filter Condition  
*Store SAP CPQ API connection information in the Azure Key Vault    
*Import the required SAP CPQ contracts master data to ICI 
*Provision SAP CPQ contracts users in ICI 
*Configure the ICI environment with master data contract types for the following entities and required attributes.
**Customer
**Product<br/> Customer and Product master data is either synced through master data integration or is set up in ICI.

== Creating Contracts from Quotes   ==

After integrating ICI with SAP CPQ, you can create contracts for Quotes created in SAP CPQ. Once the contract is executed in ICI, you can either place the order for the related Quote manually or configure auto-ordering for it.

=== Prerequisites ===
<ul style="list-style-type:circle;">
<li>Ensure that Customer (Business Partner) Master data present in ICI are in sync with Customer Master.</li>
<li>Ensure that Product Master data present in ICI are in sync with Product Master.</li>
</ul>

To know how to configure master data integration from SAP S/4HANA to ICI, [https://iciwikiapac.icertis.com/ICIHelp8.2/index.php?title=ICI_for_SAP_CPQ_and_S4/HANA_Lead_to_Cash_Adapter_Replication_Integration_and_Configuration click here].

To complete the process, you need to perform the following steps:

#Create contract
#Execute contract
#Place order

=== Create contract ===

#Create a quote and add products.<br/> To know how to create a quote, see [https://help.sap.com/docs/SAP_CPQ/551616e85ad64739835aa69241222f53/12df2dee87b046ba8e585571cab4d231.html Quote Creation].
#Enter '''Opportunity/Quote Name''', '''Effective Date''', '''Contract Term (Months)''', and '''Sold-to Party''' (Customer).<br/> Note that the '''Contract Link''' and '''Contract Number''' fields are empty.
#Once the commercials of the quote are finalized, change the status to '''Ready for Contracting'''.<br/> When the quote is picked for contracting, the status changes to '''Contract Created'''.<br/> On the '''Additional Info''' tab, the contract link and contract number are now available.

=== Execute Contract ===

#Use the contact link on the '''Additional Info''' tab and navigate to the contract in ICI.<br/> The contract is in '''Draft''' status.
#Click on the '''Details''' tab in the left pane to see that the attribute values from the quote have been populated.
#Click the '''Associations''' tab in the left pane to see the line items from the quote and their details.
#To preview the contract, Click '''Download > Assemble Contract''' and click the two-pane icon.<br/> This allows for a side-by-side comparison between the assembled contract and the details in the '''Default Agreement Dashboard'''. Attributes populated in the contract are highlighted.
#You can send the contract for review and approval.
#Once the contract is approved, initiate external and internal signatures.<br/> Post signatures, the contract status is '''Executed'''.

=== Place Order ===

#To place the order, on the '''Quotation''' tab, click the ellipsis icon > '''Place Order'''.<br/> This can be automated if auto-ordering is configured for the integration in ICI. The system invokes the '''Place Order''' action as soon as the contract is executed.
#Place order action changes quote status to '''Order Confirmation Pending'''.
#Place order action leverages SAP CPQ and SAP S/4HANA integration to send quote details to SAP S/4HANA for order placement.
#From SAP S/4HANA, Solution Quote ID is updated back on SAP CPQ Quote as Sales Order ID.
#On successful order, the quote status gets updated to '''Order Placed''' through SAP CPQ – SAP S/4HANA integration.
#On order failure, the quote status gets updated to '''Order Failed''' through SAP CPQ - SAP S/4HANA integration.

 

 

== Configuration ==

For detailed information about the required configuration, click [[Media:ICI_SAP_CPQ_Adapter_Configuration_Guide.pdf|here]].

Enabling Self Service Option

2022-11-18T13:29:40Z

2022-11-03T06:16:25Z

IDT-1:

File:SSO Admin.png

2022-11-03T06:15:50Z

IDT-1:

ICI for SAP Fieldglass

2022-10-14T10:45:05Z

2022-10-14T10:38:12Z

IDT-1:

= ICI for SAP Fieldglass =

== Overview ==

'''Icertis Contract Intelligence (ICI) integration for SAP Fieldglass ''' 

The Icertis Contract Intelligence (ICI) for SAP Fieldglass provides an intelligent and flexible contracting platform that helps to deliver an advanced contract authoring experience.

SAP Fieldglass is an application that supports Statement of Work (SOW) and contingent worker business processes. SAP Fieldglass has robust capabilities to operationalize a contract with documents such as timesheet, ordering, and invoicing. ICI can supplement these capabilities with its market leading contract authoring, assembling, redlining, and analytics capabilities. 

The following diagram explains the end-to-end contract creation process of an SOW.

[[File:8.2 SAP Fieldglass Img1.PNG|500px|8.2 SAP Fieldglass Img1.PNG]]

== ICI for SAP Fieldglass Solution ==

With this release, ICI for SAP Fieldglass provides the following capabilities.

*'''Contract Authoring'''<br/> Contract Managers can initiate an agreement in ICI, and provide all the information required to create a SOW.<br/>  
*'''Contract Review, Approval, Signature, and Execution'''<br/> ICI capabilities around contract redlining (such as Microsoft Word Experience, Online Editing), approval, signature can be leveraged to streamline the process with proper governance. Once executed, all relevant information is synchronized to the SAP Fieldglass.<br/>  
*'''Contract Amendment'''<br/> Amendments to the SOW can be initiated in ICI. Once the contract amendment is executed, the changes are reflected in SAP Fieldglass.<br/> <br/> The following diagram explains the end-to-end SOW creation process.
<div class="image-green-border">[[File:8.2 SAP Fieldglass Img2.PNG|500px|8.2 SAP Fieldglass Img2.PNG]]</div>
*A contract manager initiates a Statement of Work (SOW) in ICI.
*ICI automatically assembles the legal language leveraging pre-approved template and pre-defined rules.
*The SOW review, approval, and signature are performed in ICI.
*Once the SOW is executed, all relevant information of the contract is synchronized with SAP Fieldglass.
*The operational SOW is available in SAP Fieldglass for downstream execution.

== Benefits ==

*'''Accelerate contract turnaround times'''<br/> Seamless integration with SAP Fieldglass enables organizations to quickly author and negotiate contractual terms closer to their clause positions and operationalize them.<br/>  
*'''Realize the full value of every contract'''<br/> Seamless data integration between ICI and SAP Fieldglass ensures negotiated commercial terms are enforced during the procurement and payable processes, helping maximize the value of every contract.<br/>  
*'''Effectively manage legal and business risk'''<br/> Predefined legal templates, corporate policies, and constant monitoring of contractual obligations & SLAs (Service Level Agreements) enable organizations to effectively manage legal and business risks.

== Prerequisites ==

The ICI for SAP Fieldglass integration is supported with ICI version 8.2 and later.

Ensure that the following prerequisites are met:

*SAP Fieldglass prerequisites
**Use the REST API collection to integrate SAP Fieldglass
**The SAP Fieldglass REST APIs are configured with API rate limit values to make uninterrupted API calls for data syncing
*ICI prerequisites
**Refer to the ICI for SAP Fieldglass Configuration Guide.

== Working with Agreements ==

A statement of work is defined as a agreement containing the legal terms along with scope, milestones, pricing, and other commercial terms agreed between a buyer and a supplier. You can initiate a SOW in ICI, get it review and approved and finally obtain signatures from authorized personnel. Upon execution, the SOW data is synchronized with SAP Fieldglass enabling you to track SOW execution in SAP Fieldglass.

You can create and manage the following types of SOWs.

*Master SOW
*Child SOW
*Standalone SOW

It is mandatory to link a Child SOW with a Parent SOW. You can choose to create an SOW using an executed paper, own paper, or a third-party paper.

'''Prerequisites'''

*Ensure that a Contract Type with name as '''Statement of Work''' and an association with the name '''Fees''' are configured in ICI.
*You have the necessary privileges to create an agreement in ICI.

'''Creating an SOW'''<br/> <br/> 1. On the '''Home''' page, click '''Agreements''' > '''Create.'''<br/> <br/> 2. On the Contract Type Details page, select the '''Contract Type Name''' as '''Statement of Works''', select the type of paper, and click '''Next.'''<br/> <br/> 3. On the Attributes page, enter the relevant information and click '''Next.'''<br/> <br/> 4. Based on the type of paper you have selected, do one of the following:

*(For third party paper only) Upload an agreement document and click '''Next'''.
*(For own paper only) On the Templates page, select or upload a template and click '''Next'''.

5. Verify all entered information and click '''Create and Publish'''.

The agreement is created and is in the '''Draft''' status.

6. Add the SOW lines (Fees, Milestones) using the association of the type '''Fees'''.

7. Add appropriate team members as approvers and reviewers.

8. Send the agreement for review and required approvals.

9. Initiate internal and external signatures.

10. Execute the agreement in ICI.

11. Once the agreement is executed in ICI, the SOW details (such as '''Maximum''' '''Budget''', '''Contract Dates''', '''Classification''', '''Location''', '''Business Unit''', '''Cost Center''', and '''Characteristics''') are synchronized with SAP Fieldglass.

Once the agreement is executed in ICI, all associated information of the agreement (such as Classification, Legal Entity, Location, Business Unit, Characteristics) is synchronized in SAP Fieldglass.

12.  Open SAP Fieldglass, navigate '''View''' > '''My Statement of Works.'''
<div class="image-green-border">'''[[File:8.2 SAP Fieldglass Img3.PNG|500px|8.2 SAP Fieldglass Img3.PNG]]'''</div>
13. In SAP Fieldglass, the SOW is available in the Approved status.

For all SOW types, the procedure for creating an agreement is the same. A child SOW must be linked to a master SOW.

== Amending an Agreement ==

An amendment is a change made to an executed or signed agreement. In ICI, you can amend an executed agreement. You can amend a SOW in case changes are required to the original SOW. Like the agreement workflow, an amendment also undergoes review, approval, and signature before it can be executed.

You can create an amendment for an update to attributes or line items.

'''Note:''' An amendment in ICI results in a revision in SAP Fieldglass.

'''Creating an amendment'''

1. Open the agreement that you want to amend.

2. On the Agreement Details page, click the more menu and select '''Add Amendment'''.
<div class="image-green-border">[[File:8.2 SAP Fieldglass Img4.PNG|500px|8.2 SAP Fieldglass Img4.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border">3. Edit the necessary change. For example, change the expiration date.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.2 SAP Fieldglass Img5.PNG|500px|8.2 SAP Fieldglass Img5.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border">
4. Verify information and click '''Create'''.<br/> <br/> 5. Add, update, or delete line items.<br/> <br/> 6. Complete the standard ICI '''Publish''' action.

A revision SOW is created in SAP Fieldglass in the '''Draft''' status.<br/> <br/> 7. Send the amendment for review and approval.<br/> <br/> 8. Initiate external and internal signatures to execute the agreement.<br/> <br/> 9. After the execution, the changes to the SOW revision are reflected as expected in SAP Fieldglass and status changes to '''Approved'''.
<div class="image-green-border">[[File:8.2 SAP Fieldglass Img6.PNG|500px]]</div>
== Actions on Agreements ==

The following table explains the actions and impacts on ICI and SAP Fieldglass when an SOW is updated in specific scenarios.

[[File:8.2 SAP Fieldglass IMg7.PNG|500px]]

 
</div>
 

 

 

 

 

File:8.2 SAP Fieldglass IMg7.PNG

2022-10-14T10:37:30Z

IDT-1:

File:8.2 SAP Fieldglass Img6.PNG

2022-10-14T10:34:23Z

IDT-1:

ICI for SAP Fieldglass

2022-10-14T10:31:17Z

IDT-1:

ICI for SAP Fieldglass

2022-10-14T10:29:09Z

IDT-1:

= ICI for SAP Fieldglass =

== Overview ==

'''Icertis Contract Intelligence (ICI) integration for SAP Fieldglass ''' 

The Icertis Contract Intelligence (ICI) for SAP Fieldglass provides an intelligent and flexible contracting platform that helps to deliver an advanced contract authoring experience.

SAP Fieldglass is an application that supports Statement of Work (SOW) and contingent worker business processes. SAP Fieldglass has robust capabilities to operationalize a contract with documents such as timesheet, ordering, and invoicing. ICI can supplement these capabilities with its market leading contract authoring, assembling, redlining, and analytics capabilities. 

The following diagram explains the end-to-end contract creation process of an SOW.

[[File:8.2 SAP Fieldglass Img1.PNG|500px|8.2 SAP Fieldglass Img1.PNG]]

== ICI for SAP Fieldglass Solution ==

With this release, ICI for SAP Fieldglass provides the following capabilities.

*'''Contract Authoring'''<br/> Contract Managers can initiate an agreement in ICI, and provide all the information required to create a SOW.<br/>  
*'''Contract Review, Approval, Signature, and Execution'''<br/> ICI capabilities around contract redlining (such as Microsoft Word Experience, Online Editing), approval, signature can be leveraged to streamline the process with proper governance. Once executed, all relevant information is synchronized to the SAP Fieldglass.<br/>  
*'''Contract Amendment'''<br/> Amendments to the SOW can be initiated in ICI. Once the contract amendment is executed, the changes are reflected in SAP Fieldglass.<br/> <br/> The following diagram explains the end-to-end SOW creation process.
<div class="image-green-border">[[File:8.2 SAP Fieldglass Img2.PNG|500px|8.2 SAP Fieldglass Img2.PNG]]</div>
*A contract manager initiates a Statement of Work (SOW) in ICI.
*ICI automatically assembles the legal language leveraging pre-approved template and pre-defined rules.
*The SOW review, approval, and signature are performed in ICI.
*Once the SOW is executed, all relevant information of the contract is synchronized with SAP Fieldglass.
*The operational SOW is available in SAP Fieldglass for downstream execution.

== Benefits ==

*'''Accelerate contract turnaround times'''<br/> Seamless integration with SAP Fieldglass enables organizations to quickly author and negotiate contractual terms closer to their clause positions and operationalize them.<br/>  
*'''Realize the full value of every contract'''<br/> Seamless data integration between ICI and SAP Fieldglass ensures negotiated commercial terms are enforced during the procurement and payable processes, helping maximize the value of every contract.<br/>  
*'''Effectively manage legal and business risk'''<br/> Predefined legal templates, corporate policies, and constant monitoring of contractual obligations & SLAs (Service Level Agreements) enable organizations to effectively manage legal and business risks.

== Prerequisites ==

The ICI for SAP Fieldglass integration is supported with ICI version 8.2 and later.

Ensure that the following prerequisites are met:

*SAP Fieldglass prerequisites
**Use the REST [https://iciwikiapac.icertis.com/ICIHelp8.2/index.php?title=API&action=edit&redlink=1 API] collection to integrate SAP Fieldglass
**The SAP Fieldglass REST [https://iciwikiapac.icertis.com/ICIHelp8.2/index.php?title=APIs&action=edit&redlink=1 APIs] are configured with API rate limit values to make uninterrupted API calls for data syncing
*ICI prerequisites
**Refer to the ICI for SAP Fieldglass Configuration Guide.

== Working with Agreements ==

A statement of work is defined as a agreement containing the legal terms along with scope, milestones, pricing, and other commercial terms agreed between a buyer and a supplier. You can initiate a SOW in ICI, get it review and approved and finally obtain signatures from authorized personnel. Upon execution, the SOW data is synchronized with SAP Fieldglass enabling you to track SOW execution in SAP Fieldglass.

You can create and manage the following types of SOWs.

*Master SOW
*Child SOW
*Standalone SOW

It is mandatory to link a Child SOW with a Parent SOW. You can choose to create an SOW using an executed paper, own paper, or a third-party paper.

'''Prerequisites'''

*Ensure that a Contract Type with name as '''Statement of Work''' and an association with the name '''Fees''' are configured in ICI.
*You have the necessary privileges to create an agreement [https://iciwikiapac.icertis.com/ICIHelp8.2/index.php?title=In&action=edit&redlink=1 in] ICI.

'''Creating an SOW'''<br/> <br/> 1. On the '''Home''' page, click '''Agreements''' > '''Create.'''<br/> <br/> 2. On the Contract Type Details page, select the '''Contract Type Name''' as '''Statement of Works''', select the type of paper, and click '''Next.'''<br/> <br/> 3. On the Attributes page, enter the relevant information and click '''Next.'''<br/> <br/> 4. Based on the type of paper you have selected, do one of the following:

*(For third party paper only) Upload an agreement document and click '''Next'''.
*(For own paper only) On the Templates page, select or upload a template and click '''Next'''.

5. Verify all entered information and click '''Create and Publish'''.

The agreement is created and is in the '''Draft''' status.

6. Add the SOW lines (Fees, Milestones) using the association of the type '''Fees'''.

7. Add appropriate team members as approvers and reviewers.

8. Send the agreement for review and required approvals.

9. Initiate internal and external signatures.

10. Execute the agreement in ICI.

11. Once the agreement is executed in ICI, the SOW details (such as '''Maximum''' '''Budget''', '''Contract Dates''', '''Classification''', '''Location''', '''Business Unit''', '''Cost Center''', and '''Characteristics''') are synchronized with SAP Fieldglass.

Once the agreement is executed in ICI, all associated information of the agreement (such as Classification, Legal Entity, Location, Business Unit, Characteristics) is synchronized in SAP Fieldglass.

12.  Open SAP Fieldglass, navigate '''View''' > '''My Statement of Works.'''
<div class="image-green-border">'''[[File:8.2 SAP Fieldglass Img3.PNG|500px|8.2 SAP Fieldglass Img3.PNG]]'''</div>
13. In SAP Fieldglass, the SOW is available in the Approved status.

For all SOW types, the procedure for creating an agreement is the same. A child SOW must be linked to a master SOW.

== Amending an Agreement ==

An amendment is a change made to an executed or signed agreement. In ICI, you can amend an executed agreement. You can amend a SOW in case changes are required to the original SOW. Like the agreement workflow, an amendment also undergoes review, approval, and signature before it can be executed.

You can create an amendment for an update to attributes or line items.

'''Note:''' An amendment in ICI results in a revision in SAP Fieldglass.

'''Creating an amendment'''

1. Open the agreement that you want to amend.

2. On the Agreement Details page, click the more menu and select '''Add Amendment'''.
<div class="image-green-border">[[File:8.2 SAP Fieldglass Img4.PNG|500px]]</div> <div class="image-green-border"> </div> <div class="image-green-border">3. Edit the necessary change. For example, change the expiration date.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.2 SAP Fieldglass Img5.PNG|500px]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div>
 

 

 

 

 

File:8.2 SAP Fieldglass Img5.PNG

2022-10-14T10:28:23Z

IDT-1:

File:8.2 SAP Fieldglass Img4.PNG

2022-10-14T10:26:25Z

IDT-1:

ICI for SAP Fieldglass

2022-10-14T10:25:07Z

IDT-1:

= ICI for SAP Fieldglass =

== Overview ==

'''Icertis Contract Intelligence (ICI) integration for SAP Fieldglass ''' 

The Icertis Contract Intelligence (ICI) for SAP Fieldglass provides an intelligent and flexible contracting platform that helps to deliver an advanced contract authoring experience.

SAP Fieldglass is an application that supports Statement of Work (SOW) and contingent worker business processes. SAP Fieldglass has robust capabilities to operationalize a contract with documents such as timesheet, ordering, and invoicing. ICI can supplement these capabilities with its market leading contract authoring, assembling, redlining, and analytics capabilities. 

The following diagram explains the end-to-end contract creation process of an SOW.

[[File:8.2 SAP Fieldglass Img1.PNG|500px|8.2 SAP Fieldglass Img1.PNG]]

== ICI for SAP Fieldglass Solution ==

With this release, ICI for SAP Fieldglass provides the following capabilities.

*'''Contract Authoring'''<br/> Contract Managers can initiate an agreement in ICI, and provide all the information required to create a SOW.<br/>  
*'''Contract Review, Approval, Signature, and Execution'''<br/> ICI capabilities around contract redlining (such as Microsoft Word Experience, Online Editing), approval, signature can be leveraged to streamline the process with proper governance. Once executed, all relevant information is synchronized to the SAP Fieldglass.<br/>  
*'''Contract Amendment'''<br/> Amendments to the SOW can be initiated in ICI. Once the contract amendment is executed, the changes are reflected in SAP Fieldglass.<br/> <br/> The following diagram explains the end-to-end SOW creation process.
<div class="image-green-border">[[File:8.2 SAP Fieldglass Img2.PNG|500px|8.2 SAP Fieldglass Img2.PNG]]</div>
*A contract manager initiates a Statement of Work (SOW) in ICI.
*ICI automatically assembles the legal language leveraging pre-approved template and pre-defined rules.
*The SOW review, approval, and signature are performed in ICI.
*Once the SOW is executed, all relevant information of the contract is synchronized with SAP Fieldglass.
*The operational SOW is available in SAP Fieldglass for downstream execution.

== Benefits ==

*'''Accelerate contract turnaround times'''<br/> Seamless integration with SAP Fieldglass enables organizations to quickly author and negotiate contractual terms closer to their clause positions and operationalize them.<br/>  
*'''Realize the full value of every contract'''<br/> Seamless data integration between ICI and SAP Fieldglass ensures negotiated commercial terms are enforced during the procurement and payable processes, helping maximize the value of every contract.<br/>  
*'''Effectively manage legal and business risk'''<br/> Predefined legal templates, corporate policies, and constant monitoring of contractual obligations & SLAs (Service Level Agreements) enable organizations to effectively manage legal and business risks.

== Prerequisites ==

The ICI for SAP Fieldglass integration is supported with ICI version 8.2 and later.

Ensure that the following prerequisites are met:

*SAP Fieldglass prerequisites
**Use the REST [https://iciwikiapac.icertis.com/ICIHelp8.2/index.php?title=API&action=edit&redlink=1 API] collection to integrate SAP Fieldglass
**The SAP Fieldglass REST [https://iciwikiapac.icertis.com/ICIHelp8.2/index.php?title=APIs&action=edit&redlink=1 APIs] are configured with API rate limit values to make uninterrupted API calls for data syncing
*ICI prerequisites
**Refer to the ICI for SAP Fieldglass Configuration Guide.

== Working with Agreements ==

A statement of work is defined as a agreement containing the legal terms along with scope, milestones, pricing, and other commercial terms agreed between a buyer and a supplier. You can initiate a SOW in ICI, get it review and approved and finally obtain signatures from authorized personnel. Upon execution, the SOW data is synchronized with SAP Fieldglass enabling you to track SOW execution in SAP Fieldglass.

You can create and manage the following types of SOWs.

*Master SOW
*Child SOW
*Standalone SOW

It is mandatory to link a Child SOW with a Parent SOW. You can choose to create an SOW using an executed paper, own paper, or a third-party paper.

'''Prerequisites'''

*Ensure that a Contract Type with name as '''Statement of Work''' and an association with the name '''Fees''' are configured in ICI.
*You have the necessary privileges to create an agreement [https://iciwikiapac.icertis.com/ICIHelp8.2/index.php?title=In&action=edit&redlink=1 in] ICI.

'''Creating an SOW'''<br/> <br/> 1. On the '''Home''' page, click '''Agreements''' > '''Create.'''<br/> <br/> 2. On the Contract Type Details page, select the '''Contract Type Name''' as '''Statement of Works''', select the type of paper, and click '''Next.'''<br/> <br/> 3. On the Attributes page, enter the relevant information and click '''Next.'''<br/> <br/> 4. Based on the type of paper you have selected, do one of the following:

*(For third party paper only) Upload an agreement document and click '''Next'''.
*(For own paper only) On the Templates page, select or upload a template and click '''Next'''.

5. Verify all entered information and click '''Create and Publish'''.

The agreement is created and is in the '''Draft''' status.

6. Add the SOW lines (Fees, Milestones) using the association of the type '''Fees'''.

7. Add appropriate team members as approvers and reviewers.

8. Send the agreement for review and required approvals.

9. Initiate internal and external signatures.

10. Execute the agreement in ICI.

11. Once the agreement is executed in ICI, the SOW details (such as '''Maximum''' '''Budget''', '''Contract Dates''', '''Classification''', '''Location''', '''Business Unit''', '''Cost Center''', and '''Characteristics''') are synchronized with SAP Fieldglass.

Once the agreement is executed in ICI, all associated information of the agreement (such as Classification, Legal Entity, Location, Business Unit, Characteristics) is synchronized in SAP Fieldglass.

12.  Open SAP Fieldglass, navigate '''View''' > '''My Statement of Works.'''
<div class="image-green-border">'''[[File:8.2 SAP Fieldglass Img3.PNG|500px]]'''</div>
13. In SAP Fieldglass, the SOW is available in the Approved status.

For all SOW types, the procedure for creating an agreement is the same. A child SOW must be linked to a master SOW.

== Amending an Agreement ==

An amendment is a change made to an executed or signed agreement. In ICI, you can amend an executed agreement. You can amend a SOW in case changes are required to the original SOW. Like the agreement workflow, an amendment also undergoes review, approval, and signature before it can be executed.

You can create an amendment for an update to attributes or line items.

'''Note:''' An amendment in ICI results in a revision in SAP Fieldglass.

'''Creating an amendment'''

1. Open the agreement that you want to amend.

2. On the Agreement Details page, click the more menu and select '''Add Amendment'''.

 

 

 

 

File:8.2 SAP Fieldglass Img3.PNG

2022-10-14T10:23:52Z

IDT-1:

ICI for SAP Fieldglass

2022-10-14T09:19:12Z

IDT-1:

= ICI for SAP Fieldglass =

== Overview ==

'''Icertis Contract Intelligence (ICI) integration for SAP Fieldglass ''' 

The Icertis Contract Intelligence (ICI) for SAP Fieldglass provides an intelligent and flexible contracting platform that helps to deliver an advanced contract authoring experience.

SAP Fieldglass is an application that supports Statement of Work (SOW) and contingent worker business processes. SAP Fieldglass has robust capabilities to operationalize a contract with documents such as timesheet, ordering, and invoicing. ICI can supplement these capabilities with its market leading contract authoring, assembling, redlining, and analytics capabilities. 

The following diagram explains the end-to-end contract creation process of an SOW.

[[File:8.2 SAP Fieldglass Img1.PNG|500px|8.2 SAP Fieldglass Img1.PNG]]

== ICI for SAP Fieldglass Solution ==

With this release, ICI for SAP Fieldglass provides the following capabilities.

*'''Contract Authoring'''<br/> Contract Managers can initiate an agreement in ICI, and provide all the information required to create a SOW.<br/>  
*'''Contract Review, Approval, Signature, and Execution'''<br/> ICI capabilities around contract redlining (such as Microsoft Word Experience, Online Editing), approval, signature can be leveraged to streamline the process with proper governance. Once executed, all relevant information is synchronized to the SAP Fieldglass.<br/>  
*'''Contract Amendment'''<br/> Amendments to the SOW can be initiated in ICI. Once the contract amendment is executed, the changes are reflected in SAP Fieldglass.<br/> <br/> The following diagram explains the end-to-end SOW creation process.
<div class="image-green-border">[[File:8.2 SAP Fieldglass Img2.PNG|500px|8.2 SAP Fieldglass Img2.PNG]]</div>
*A contract manager initiates a Statement of Work (SOW) in ICI.
*ICI automatically assembles the legal language leveraging pre-approved template and pre-defined rules.
*The SOW review, approval, and signature are performed in ICI.
*Once the SOW is executed, all relevant information of the contract is synchronized with SAP Fieldglass.
*The operational SOW is available in SAP Fieldglass for downstream execution.

== Benefits ==

*'''Accelerate contract turnaround times'''<br/> Seamless integration with SAP Fieldglass enables organizations to quickly author and negotiate contractual terms closer to their clause positions and operationalize them.<br/>  
*'''Realize the full value of every contract'''<br/> Seamless data integration between ICI and SAP Fieldglass ensures negotiated commercial terms are enforced during the procurement and payable processes, helping maximize the value of every contract.<br/>  
*'''Effectively manage legal and business risk'''<br/> Predefined legal templates, corporate policies, and constant monitoring of contractual obligations & SLAs (Service Level Agreements) enable organizations to effectively manage legal and business risks.

== Prerequisites ==

The ICI for SAP Fieldglass integration is supported with ICI version 8.2 and later.

Ensure that the following prerequisites are met:

*SAP Fieldglass prerequisites
**Use the REST [https://iciwikiapac.icertis.com/ICIHelp8.2/index.php?title=API&action=edit&redlink=1 API] collection to integrate SAP Fieldglass
**The SAP Fieldglass REST [https://iciwikiapac.icertis.com/ICIHelp8.2/index.php?title=APIs&action=edit&redlink=1 APIs] are configured with API rate limit values to make uninterrupted API calls for data syncing
*ICI prerequisites
**Refer to the ICI for SAP Fieldglass Configuration Guide.

== Working with Agreements ==

A statement of work is defined as a agreement containing the legal terms along with scope, milestones, pricing, and other commercial terms agreed between a buyer and a supplier. You can initiate a SOW in ICI, get it review and approved and finally obtain signatures from authorized personnel. Upon execution, the SOW data is synchronized with SAP Fieldglass enabling you to track SOW execution in SAP Fieldglass.

You can create and manage the following types of SOWs.

*Master SOW
*Child SOW
*Standalone SOW

It is mandatory to link a Child SOW with a Parent SOW. You can choose to create an SOW using an executed paper, own paper, or a third-party paper.

'''Prerequisites'''

*Ensure that a Contract Type with name as '''Statement of Work''' and an association with the name '''Fees''' are configured in ICI.
*You have the necessary privileges to create an agreement [https://iciwikiapac.icertis.com/ICIHelp8.2/index.php?title=In&action=edit&redlink=1 in] ICI.

'''Creating an SOW'''<br/> <br/> 1. On the '''Home''' page, click '''Agreements''' > '''Create.'''<br/> <br/> 2. On the Contract Type Details page, select the '''Contract Type Name''' as '''Statement of Works''', select the type of paper, and click '''Next.'''<br/> <br/> 3. On the Attributes page, enter the relevant information and click '''Next.'''<br/> <br/> 4. Based on the type of paper you have selected, do one of the following:

*(For third party paper only) Upload an agreement document and click '''Next'''.
*(For own paper only) On the Templates page, select or upload a template and click '''Next'''.

5. Verify all entered information and click '''Create and Publish'''.

The agreement is created and is in the '''Draft''' status.

6. Add the SOW lines (Fees, Milestones) using the association of the type '''Fees'''.

7. Add appropriate team members as approvers and reviewers.

8. Send the agreement for review and required approvals.

9. Initiate internal and external signatures.

10. Execute the agreement in ICI.

11. Once the agreement is executed in ICI, the SOW details (such as '''Maximum''' '''Budget''', '''Contract Dates''', '''Classification''', '''Location''', '''Business Unit''', '''Cost Center''', and '''Characteristics''') are synchronized with SAP Fieldglass.

Once the agreement is executed in ICI, all associated information of the agreement (such as Classification, Legal Entity, Location, Business Unit, Characteristics) is synchronized in SAP Fieldglass.

12.  Open SAP Fieldglass, navigate '''View''' > '''My Statement of Works.'''

 

 

 