| Status | Approved |
|---|---|
| Owner | ROWLINSON-ext, Kerry |
| Stakeholders | |
| Jira Request ID | ERP-228 - Getting issue details... STATUS |
| Jira Development ID | ERP-261 - Getting issue details... STATUS |
High- Level Specification
| Parameter | Value |
|---|---|
| Application System (Source) | Icertis Contract Intelligence |
| Application System ( Target) | SAP ERP (PF2) & SAP ERP (WP2) |
| Business Process Reference | 03.04.04.01. Manage Outline Agreements (R2) |
Functional Overview
Icertis Contract Intelligence is the contract management and authoring application for Syensqo's purchase contracts. Purchase orders are created in S/4 HANA with reference to purchase contracts (outline agreements). The key information from the legal contract which is relevant for procurement forms the basis of the purchase contract or outline agreement in S/4 HANA. For release 4, the integration between Icertis and S/4 HANA will be completer and more automated. However, for release 2 the option for a 'light' integration was decided due to the limitations of the two SAP ECC systems and in particular the substantial existing custom logic which needed to remain unaffected by any changes.
The 'light' integration consists of three main parts:
- Maintaining the relationship between the Icertis Contract ID and the SAP outline agreement number.
- The ability to report where there are inconsistencies in the data between the two systems.
- The ability for users to update the Icertis Contract ID on the SAP outline agreement.
When an agreement in Icertis is executed, an event in Icertis is initiated and the stream event payload is received to CPI (Cloud Platform Integration). CPI then uses key fields from that payload to make a call to Icertis to retrieve the complete contract record payload from Icertis. An additional call is made for some agreement types to find associations to a master agreement. Based on the information received from Icertis in those calls confidential records are filtered out; fields not required are ignored; and some field values are translated.
A subset of the total fields provided are then mapped to fields in a custom table in both SAP ECC systems (PF2 and WP2) where the data is stored. New contracts which are executed in Icertis and which are relevant for storing in the custom table will have a new entry made. Amendments, renewals and terminations require existing table entries to either be updated or first deleted and then re-created.
The purpose of this functional specification is to provide the details of the ABAP logic in SAP ECC which takes the field values from CPI and enables placement of the entries into the custom table.
Scope and Objectives
The objective of the interface for release 2 is to provide a functional relationship between the Icertis Contract and the SAP outline agreement to enable consistency of the data to be reported and therefore maintained. The business users will manually create and change the outline agreements as a result of contract executions, amendments, renewals and contract terminations.
The entry and update of the contract data in the custom table enables:
- Validation that the correct Icertis Contract ID is entered on the outline agreement.
- Reporting any key header data from the outline agreement which is not aligned with the corresponding data in Icertis.
- Enables identification of orphan outline agreements which do not have an Icertis Contract ID assigned.
- Enables a complete reporting view of all the Icertis types of purchase contracts, their hierarchical structure along with their association to the SAP outline agreement (if relevant for assignment).
The purpose of this specification is to define the logic of the custom ABAP program which will take the data received from Icertis and make the necessary entries in the custom table in SAP ECC.
Both ECC systems have the same custom table and the same entries. For this reason the data cannot be validated against the actual SAP field values as the values are not consistent between the systems.
Process Flow Diagram
The process steps:
Step | Description | Comment | |
|---|---|---|---|
1 | A purchase contract is executed in Icertis | Icertis | A legal purchase contract is executed in Icertis: |
2 | New entry in custom table for the Icertis Contract | SAP ECC | Integration automatically creates the Icertis Contract record in custom table in both SAP ECC systems (WP2 & PF2) with the Tenant ID, Agreement Type, System ID, Icertis Agreement Code and the relevant data fields from the contract header. Purchasing Organization values and the System ID are stored in a separate custom table. |
3 | An amendment to a contract in Icertis is executed | Icertis | An amendment for an existing contract is executed in Icertis. |
4 | Change entry in custom table for the parent contract of the amendment | SAP ECC | The existing entry in the table for the parent agreement of the amendment is located and all the relevant fields in the table are overwritten with the values provided in the amendment. Purchasing Organization values for the System ID are overwritten in a separate custom table. |
5 | An existing purchase contract in Icertis subject to automatic renewal is renewed. | Icertis | An existing purchase contract in Icertis is renewed automatically when the renewal date comes due which updates the validity end date. |
6 | The entry in the custom table for the contract is updated. | SAP ECC | The existing entry in the table for the purchase contract is updated to reflect the changes to the validity end date. |
7 | An existing purchase contract in Icertis is terminated. | Icertis | An existing purchase contract in Icertis is terminated which updates the validity end date and the status in Icertis. |
8 | The entry in the custom table for the contract is updated. | SAP ECC | The existing entry in the table for the purchase contract is updated to reflect the change to the expiry date. |
9 | Changeable fields (tracking attributes) are updated in an existing purchase contract in Icertis | Icertis | An existing purchase contract in Icertis has some internal field values updated directly. |
10 | The entry in the custom table for the contract is updated | SAP ECC | The existing entry in the table for the purchase contract are updated to reflect the changes to the fields. Purchasing Organization values for the System ID are overwritten in a separate custom table. |
Assumptions
There are no specific assumptions identified.
Dependencies
This specification is dependent on the integration development ERP-260 Custom Integration to Call/Dump Icertis Records into Z-Table.
Security, Integrity and Controls
No confidential agreements (ICMConfidentialContract='true') are to be stored in the custom table. These are filtered out in CPI so there is no trace of them in the custom table in ECC.
It is noted, that although it is technically possible for the confidentiality setting on the contract to be changed in ICertis, the recommendation to the business users is for them to create a new Sub Agreement if this is required. This is because the integration cannot adequately support all the scenarios of changing the setting when a contract has been transmitted to the custom table, or when it is missing from the table but has been changed.
Configuration Requirements
There are no configuration requirements.
Special Requirements
As the interface is one-way from Icertis to SAP ECC there are no special requirements or authentication considerations to take into account.
Other custom tables in SAP ECC do not have any authorization controls apart from transaction code. This custom table does not require a transaction as it is not subject to manual maintenance as part of the processes. However, for the integrity of the interface manual maintenance will be prevented for business users who currently have table maintenance access via SM30.
Support users may need in exception cases to maintain the table entries manually (for example, any issues at go live, or faults with the automated table updates whilst the fault is being remediated). To facilitate this, an authorization group will be assigned to the custom table. Edit access for this authorization group will only be applied to the support users. It will also enable the development team for this enhancement to reuse payloads from Icertis during unit testing by maintaining the table entries.
Design Rationale
The diagram below shows the data flow between Icertis Contract Management and SAP ECC.
The process is that events in Icertis transmit a record to CPI with ContractTypeName, SysId and ActionName. With that information CPI makes two calls to Icertis to retrieve the agreement data and any associating instances (which exist between Sub Agreements, Supporting Agreements and their Master Agreements). There are no other associations which are relevant to be represented in the reporting structure in SAP apart from Master Agreements.
CPI makes the necessary filters and translations and ABAP logic then takes the field information from CPI to populate into the same custom table in each of the SAP ECC systems.
CPI will take care of complex transformations and rules while the ABAP logic will take care of the following types of manipulation of the data from CPI before updating the custom table:
- Removal of any spaces from the beginning and end of field values
- Splitting of any field value
- Stripping out parts of the field values (eg. stripping the time and dashes from the date fields)
- Reformatting of field values (eg. reformatting the date fields)
- Defining and managing coded values for fields to reduce field sizes (eg. Contract type names to have coded values)
- Storage of any field values in separate custom tables (eg. Purchasing organization codes to be stored in their separated values in an additional table)
API Use
The API is consumed in the process.
Data Structure
The following fields will be used to provide the required data structure of the interface:
| Parent - ECC Custom Table | Field | Description | Mandatory (Y/N) | Data Type - SAP ECC lengths |
|---|---|---|---|---|
| ZMM_ICMCONTRACT | TENANTID | Tenant ID | Y | 20 CHAR (3 CHAR in ECC with view and coded values) |
| ZMM_ICMCONTRACT | CONTRACTTYPENAME | Contract Type Name | Y | 224 CHAR (3 CHAR in ECC, with view and coded values) |
| ZMM_ICMCONTRACT | SYSID | System ID | Y | 36 CHAR in ECC |
| ZMM_ICMCONTRACT | ICMAGREEMENTCODE | Agreement Code | Y | 224 CHAR (25 CHAR in ECC) |
| ZMM_ICMCONTRACT | ICMPURCHASINGORGCODE | Purchasing Org Code | Y | 1000 CHAR (224 CHAR in ECC) Note: In the case of master agreements, no purchasing org will be passed from Icertis. Can be left blank in ECC table. Field in Icertis is multi value and all values will be passed in this field with each 4 CHAR code separated by a comma. To be stored with the System ID and the separated values in a different custom table. |
| ZMM_ICMCONTRACT | ICMCONFIDENTIALCONTRACT | Confidential Contract | N | 5 CHAR (1 CHAR in ECC with value selected or not) |
| ZMM_ICMCONTRACT | NAME | Agreement Name | N | 1000 CHAR (First 100 CHAR in ECC) |
| ZMM_ICMCONTRACT | ASSOCIATINGTYPE | Associating Agreement Type | N | 224 CHAR (3 CHAR in ECC, with view and coded values) |
| ZMM_ICMCONTRACT | ASSOCIATINGCODE | Associating Agreement Code | N | 224 CHAR (25 CHAR in ECC) |
| ZMM_ICMCONTRACT | ASSOCIATINGSYSID | Associating System ID | N | 36 CHAR (36 CHAR in ECC) |
| ZMM_ICMCONTRACT | ICMAPPSRCSUPPLIERID | Bidders/Supplier SAP ID | N | 224 CHAR (10 CHAR in ECC) |
| ZMM_ICMCONTRACT | ICMEFFECTIVEDATE | Effective Date | N | DATE |
| ZMM_ICMCONTRACT | ICMEXPIRYDATE | Expiry | N | DATE |
| ZMM_ICMCONTRACT | ICMTOTALCONTRACTVALUE | Total Contract Value | N | INT(15 including 2 decimals) |
| ZMM_ICMCONTRACT | ICMCURRENCY | Supplier Currency | N | 5 CHAR |
| ZMM_ICMCONTRACT | ICMLEGALENTITYCODE | Syensqo Legal Entity Code | N | 1000 CHAR (4 CHAR in ECC) |
| ZMM_ICMCONTRACT | ICMORGTEAM | Org Team | N | 1000 CHAR (25 in ECC) |
| ZMM_ICMCONTRACT | ICMPRIMARYOWNERNAME | Primary Contract Owner | N | 224 CHAR (100 CHAR in ECC) |
| ZMM_ICMCONTRACT | ICMINCOTERMSCODE | Incoterms Code | N | 224 CHAR (3 CHAR in ECC) |
| ZMM_ICMCONTRACT | ICMINCOTERMSLOCATION | Incoterms Location | N | 1000 CHAR (70 CHAR in ECC) |
| ZMM_ICMCONTRACT | ICMPAYMENTTERMS | Payment Terms | N | 224 CHAR (4 CHAR in ECC) |
Calculation and Validation
The table below shows the rule instruction for each field:
| Parent | Field | Rule Type | Rule Instruction |
|---|---|---|---|
| ZMM_ICMCONTRACT | TENANTID | Coded Values | For the development system: source: "/icertis/syensqo-dev" Create a view for these values and assign a 3 CHAR code of DEV, UAT, PRD to each, with the description holding the full value. |
| ZMM_ICMCONTRACT | CONTRACTTYPENAME | Coded Values | Possible values are: Create a view for these values and assign a 3 CHAR code of 001, 002 etc. for each; these coded values will be used in the custom table. For reporting, the original values can be displayed. |
| ZMM_ICMCONTRACT | SYSID | None | 36 CHAR in ECC, direct mapping (keep upper/lower case) |
| ZMM_ICMCONTRACT | ICMAGREEMENTCODE | Remove spaces and limit length | 224 CHAR (25 CHAR in ECC) Values will be in this format where nnnnn starts at 1, 2, 3 etc.: Remove spaces from the field value provided from CPI/Icertis |
| ZMM_ICMCONTRACT | ICMPURCHASINGORGCODE | Remove spaces, and limit the length. Separate the individual values. | Icertis provides for purchasing organization to be multi-select. Where there are multiple values, they will be provided separated by commas. Remove any spaces from the beginning and end of the value sent. Split out the individual values (which will be 4 character codes) 1000 CHAR (224 CHAR in ECC) Split the values in the field provided into separate purchasing org codes and store them in a separate table with the SYSID. Whenever a record is received, all entries in this purchasing org/SysId table are overwritten for the SYSID. |
| ZMM_ICMCONTRACT | ICMCONFIDENTIALCONTRACT | Convert to single value on/off | Convert the ICertis values of 'true' and 'false' to a single character selected/deselected. Note: There will never be an entry in the table for a confidential contract as they will be filtered out in CPI. |
| ZMM_ICMCONTRACT | NAME | Remove spaces and limit length | 1000 CHAR (First 100 CHAR in ECC) Strip any spaces from the beginning and end of the value delivered; then take only the first 100 CHAR of the contents |
| ZMM_ICMCONTRACT | ASSOCIATINGTYPE | Coded Values | Possible values are: Create a view for these values and assign a 3 CHAR code of 001, 002 etc. for each; these coded values will be used in the custom table. For reporting, the original values can be displayed. |
| ZMM_ICMCONTRACT | ASSOCIATINGCODE | Coded Values | 224 CHAR (25 CHAR in ECC) Values will be in this format where nnnnn starts at 1, 2, 3 etc.: |
| ZMM_ICMCONTRACT | ASSOCIATINGSYSID | None | 36 CHAR (36 CHAR in ECC) - direct mapping |
| ZMM_ICMCONTRACT | ICMAPPSRCSUPPLIERID | Remove spaces and limit length | 224 CHAR (10 CHAR in ECC) Strip any spaces from the beginning and end of the value delivered (there should be no more than 10 CHAR remaining) |
| ZMM_ICMCONTRACT | ICMEFFECTIVEDATE | Strip and format | Format received is YYYY-MM-DDTHH:MM:SS Remove the HH:MM:SS and 'dashes' to store in the Z table as YYYYMMDD |
| ZMM_ICMCONTRACT | ICMEXPIRYDATE | Strip and format | Format received is YYYY-MM-DDTHH:MM:SS Remove the HH:MM:SS and 'dashes' to store in the Z table as YYYYMMDD |
| ZMM_ICMCONTRACT | ICMTOTALCONTRACTVALUE | None | INT(15 including 2 decimals) - direct mapping |
| ZMM_ICMCONTRACT | ICMCURRENCY | None | 5 CHAR - direct mapping |
| ZMM_ICMCONTRACT | ICMLEGALENTITYCODE | Remove spaces and limit the length | 1000 CHAR (4 CHAR in ECC) Strip any spaces from the beginning and end of the value delivered (there should be no more than 4 CHAR remaining) |
| ZMM_ICMCONTRACT | ICMORGTEAM | Remove spaces and limit the length | 1000 CHAR (25 CHAR in ECC) |
| ZMM_ICMCONTRACT | ICMPRIMARYOWNERNAME | Remove spaces and limit the length | 224 CHAR (100 CHAR in ECC) First name, last name and email id in one field Strip any spaces from the beginning and end of the value delivered; then take only the first 100 CHAR of the contents |
| ZMM_ICMCONTRACT | ICMlNCOTERMSCODE | Remove spaces and limit the length | 224 CHAR (3 CHAR in ECC) Strip any spaces from the beginning and end of the value delivered (there should be no more than 3 CHAR remaining) |
| ZMM_ICMCONTRACT | ICMINCOTERMSLOCATION | Remove spaces and limit the length | 1000 CHAR (70 CHAR in ECC) Strip any spaces from the beginning and end of the value delivered; then take only the first 70 CHAR of the contents (70 CHAR aligns with the location field in SAP) |
| ZMM_ICMCONTRACT | ICMPAYMENTTERMS | Remove spaces | 224 CHAR (4 CHAR in ECC) Strip any spaces from the beginning and end of the value delivered (there should be no more than 4 CHAR remaining) |
Processing Logic
The ActionName field in the initial event received to CPI is the key controlling information which determines whether a new line item in the custom table in SAP ECC is required, or an existing line is to be updated. The values in this field are:
"Terminated" (update existing entry)
"Renewed" (update existing entry)
"AmendmentExecuted" (update existing entry, but for the Parent Contract and Parent Entity Instance Id)
"Executed" (create a new entry)
"ExecutedUpdated" (update existing entry)
CPI will provide the ActionName for the ABAP logic to know whether to make new entries or to change/replace an existing entry.
The key of the custom table is:
TENANTID
CONTRACTTYPENAME
SYSID
ICMAGREEMENTCODE
For a single Icertis contract there will be one entry in the custom table. ICMPurchasingOrgCode is a multi value field in Icertis and the separated values will be stored in an additional custom table where they can be available for reporting.
Delta or Full Load Requirements
The payload of the agreement data from Icertis is expected to have many more fields than what are relevant to store in the custom table in SAP ECC. CPI will filter out the fields which are not required to be stored in SAP or used in the determination of field values.
Interface Alert & Monitoring
The following will be monitored:
- API endpoints are available.
- Failures on inbound processing and outbound side need to be handled. Please check the Error Handling section.
- Messages are processed in reasonable time to ensure that the custom table record in SAP ECC is available for the business user when they go to create the outline agreement. This is expected to be within the hour immediately after the execution of a new contract.
Language Requirements
There are no language requirements for this integration. The contents of fields from Icertis are predominantly text-based formats and are being transferred in the language in which they were entered.
User Interface Requirements
There are no requirements for any user interface associated with this interface. The only interaction with users will be via the consolidation report being delivered via Business Warehouse.
Volumetrics
BAU - up to 10,000 contracts
Performance Consideration
Estimated <100 new contracts/contract changes per day
Error Handling
Error Handling:
- SAP Cloud ALM (CALM) will be used to capture integration execution errors.
- To correct the error, the Administrator must ensure that the data inconsistency is resolved in the concerned system.
- Refer to the link below to troubleshoot Error Messages Returned by the Event Management API.
Error Messages Returned by the Event Management API
Testing
How to Test
In order to unit test the interface, the events will have to be initiated in Icertis for the execution of new contracts, execution of amendments, renewals, terminations and update of tracking attributes.
This is dependent on the metadata having been configured in Icertis, and on developments in Icertis mentioned previously.
Z-table entries can be reset manually in order to reuse payloads from Icertis.
Test conditions are the same for the ERP-260 development and both can be unit tested concurrently.
Sample integration files from Icertis are stored in this folder as they become available for the different agreement types and the different API calls:
Icertis ECC Sample Integration Files - ERP Rebuild Implementation - Google Drive
Test Conditions and Expected Results
| ID | Condition | Expected Results |
|---|---|---|
Execution | ||
| 1 | Execute Master Agreement | Execution event received in CPI Successful call to Icertis for agreement details Successful retrieval of agreement details Creation of new entry in custom table with field values as defined. |
| 2 | Execute Sub Agreement (single) for single purchasing organization | Execution event received in CPI Successful call to Icertis for agreement details Successful call to Icertis for association details Successful retrieval of agreement details Successful retrieval of association details Creation of new entry in custom table with field values as defined. Check association of Sub Agreement to the relevant Master Agreement is correct |
| 2a | Execute Sub Agreement (single) for multiple purchasing organizations | Execution event received in CPI Successful call to Icertis for agreement details Successful call to Icertis for association details Successful retrieval of agreement details Successful retrieval of association details Creation of new entry in custom table with field values as defined. Check association of Sub Agreement to the relevant Master Agreement is correct Creation of new entries for each purchasing organization and System ID in the purchasing org custom table. |
| 3 | Execute an agreement for a confidential contract (Sub Agreement) | Execution event received in CPI Successful call to Icertis for agreement details Successful call to Icertis for association details Ensure filtering in CPI removes record for processing. No entry processed in SAP ECC. |
| 4 | Execute Stand Alone Agreement for single purchasing organization | Execution event received in CPI Successful call to Icertis for agreement details Successful retrieval of agreement details No call for association details Creation of new entry in custom table with field values as defined. Creation of new entry for purchasing organization and System ID in the purchasing org custom table. |
| 4a | Execute Stand Alone Agreement for multiple purchasing organizations | Execution event received in CPI Successful call to Icertis for agreement details Successful retrieval of agreement details No call for association details Creation of new entry in custom table with field values as defined. Creation of new entries for purchasing organization and System ID in the purchasing org custom table. |
| 5 | Execute Supporting Agreement (NDA) for single purchasing organization | Execution event received in CPI Successful call to Icertis for agreement details Successful call to Icertis for association details Successful retrieval of agreement details Successful retrieval of association details Creation of new entry in custom table with field values as defined. Check association to the relevant Master Agreement is correct Creation of new entry for purchasing organization and System ID in the purchasing org custom table. |
| 5a | Execute Supporting Agreement (NDA) for multiple purchasing organizations | Execution event received in CPI Successful call to Icertis for agreement details Successful call to Icertis for association details Successful retrieval of agreement details Successful retrieval of association details Creation of new entry in custom table with field values as defined. Check associations to the relevant Master Agreement is correct Creation of new entries for purchasing organization and System ID in the purchasing org custom table. |
| 6 | Execute Sub Agreement (multiple for the one Master Agreement) for single purchasing organization | Execution event received in CPI Successful call to Icertis for agreement details Successful retrieval of agreement details Creation of new entries in custom table with field values as defined. Check association of Sub Agreements to the relevant Master Agreement is correct |
| 6a | Execute Sub Agreement (multiple for the one Master Agreement) for multiple purchasing organizations | Execution event received in CPI Successful call to Icertis for agreement details Successful retrieval of agreement details Creation of new entry in custom table with field values as defined. Check association of Sub Agreements to the relevant Master Agreement is correct Creation of new entries for purchasing organization and System ID in the purchasing org custom table. |
| Renewal | ||
| 7 | Agreement for single purchasing organization with auto renewal is renewed when the renewal date is reached | Renewal event received in CPI Successful call to Icertis for agreement details Successful retrieval of agreement details Update of existing record in custom table with expiry updated to the renewal date. |
| 7a | Agreement for multiple purchasing organizations with auto renewal is renewed when the renewal date is reached | Renewal event received in CPI Successful call to Icertis for agreement details Successful retrieval of agreement details Update of existing record in custom table with expiry updated to the renewal date. |
| Termination | ||
| 8 | Existing active Agreement for single purchasing organization is terminated with notice (method 1) | Termination event received in CPI Successful call to Icertis for agreement details Successful retrieval of agreement details Update of existing record in custom table with expiry updated to the termination notice date. |
| 8a | Existing active Agreement for multiple purchasing organizations is terminated with notice (method 1) | Termination event received in CPI Successful call to Icertis for agreement details Successful retrieval of agreement details Update of existing record in custom table with expiry updated to the termination notice date. |
| 9 | Existing active Agreement for single purchasing organization is terminated without notice (method 2) | Termination event received in CPI Successful call to Icertis for agreement details Successful retrieval of agreement details Update of existing record in custom table with expiry updated to the termination date. |
| 9a | Existing active Agreement for multiple purchasing organizations is terminated without notice (method 2) | Termination event received in CPI Successful call to Icertis for agreement details Successful retrieval of agreement details Update of existing record in custom table with expiry updated to the termination notice date. |
| Amendment Executed | ||
| 10 | Execute an amendment for a Master Agreement | Amendment event received in CPI Successful call to Icertis for agreement details Successful retrieval of agreement details Update of existing record in custom table for Parent Agreement & Parent SysId entry |
| 11 | Execute an amendment for a Sub Agreement with Master for single purchasing organization | Amendment event received in CPI Successful call to Icertis for agreement details Successful retrieval of agreement details Update of existing record in custom table for Parent Agreement & Parent SysId entry |
| 11a | Execute an amendment for a Sub Agreement with Master for multiple purchasing organizations | Amendment event received in CPI Successful call to Icertis for agreement details Successful retrieval of agreement details Update of existing record in custom table for Parent Agreement & Parent SysId entry |
| 12 | Execute an amendment for a Stand Alone Agreement for single purchasing organization | Amendment event received in CPI Successful call to Icertis for agreement details Successful retrieval of agreement details Update of existing record in custom table for Parent Agreement & Parent SysId entry |
| 12a | Execute an amendment for a Stand Alone Agreement for multiple purchasing organizations | Amendment event received in CPI Successful call to Icertis for agreement details Successful retrieval of agreement details Update of existing record in custom table for Parent Agreement & Parent SysId entry |
| 13 | Execute an amendment for a Supporting Agreement (NDA) for single purchasing organization | Amendment event received in CPI Successful call to Icertis for agreement details Successful retrieval of agreement details Update of existing record in custom table for Parent Agreement & Parent SysId entry |
| 13a | Execute an amendment for a Supporting Agreement (NDA) for multiple purchasing organizations | Amendment event received in CPI Successful call to Icertis for agreement details Successful retrieval of agreement details Update of existing record in custom table for Parent Agreement & Parent SysId entry |
| 13b | Agreement with an amendment already executed with auto renewal is renewed when the renewal date is reached. | Renewal event received in CPI Successful call to Icertis for agreement details Successful retrieval of agreement details Update of existing record in custom table with expiry updated to the renewal date. |
| Executed Updated | ||
| 14 | Update one or more tracking attribute fields for a Sub Agreement with Master for single purchasing organization | ExecutedUpdated event received in CPI Successful call to Icertis for agreement details Successful retrieval of agreement details Update of existing record in custom table |
| 14a | Update one or more tracking attribute fields for a Sub Agreement with Master for multiple purchasing organizations | ExecutedUpdated event received in CPI Successful call to Icertis for agreement details Successful retrieval of agreement details Update of existing record in custom table |
| 14b | Update one or more tracking attribute fields for a Sub Agreement or Standalone agreement where there has already been an amendment executed. | ExecutedUpdated event received in CPI Successful call to Icertis for agreement details Successful retrieval of agreement details Update of existing record in custom table |
| Other | ||
| 15 | Custom table can be updated by support user | Support user with the relevant authorization group assigned is able to update the contents of the custom table. User id without the relevant authorization group is not able to update the custom table. |
| 16 | Contract in Icertis is executed in a language other than English | Confirm the update of the relevant table entries are the same regardless of the language. |
Test Considerations/Dependencies
Considerations and dependencies for testing:
Testing of the details in this specification can only be done at the same time as ERP-260. The process is initiated from contract executions and amendments in Icertis.
ERP-203 Icertis: Total Contract Value calculation with multiple amendments to enable ECC Integration needs to be completed in order for the target value to reflect the total of all amendments and the original contract target value.
ERP-508 Enhancement for Icertis event streams need to be completed in order for the events for renewals, terminations, amendments to be generated from Icertis and send the initial payload to CPI.
Configuration of metadata is required to be completed in Icertis.
ERP-578: Icertis Enhancement to Trigger Event to CPI for Nominated Tracking Attribute Changes is required to be completed in Icertis.
Other Information
Development Details
Package
| Package Name | Parent Package |
|---|---|
Other Development Objects
| Object Type | Object Name | Purpose/High Level Logic | Design Rationale Reference |
|---|---|---|---|