Uploading Main Agreement to SAP Ariba

Objective

After completing this lesson, you will be able to describe how to upload the Main Agreement to SAP Ariba.

Preparing the Main Agreement

A flow diagram illustrates the process of preparing the Main Agreement. Details about uploading the main agreement to SAP Ariba are provided in the paragraph.

Uploading Main Agreement to SAP Ariba

  1. Prior to uploading the Main Agreement, make sure that you have created a Contract Workspace template.
  2. Navigate to the Documents tab of the template.
  3. Click Actions to select either Main Agreement or Contract Addendum.
  4. Browse for the file to upload. Once uploaded, the document will have a tab for Outline View.

After you have configured the styles in the Microsoft Word file, save it. Then upload it into the SAP Ariba Contracts template as the main agreement or contract addendum. When uploading the file, be sure to select the document type of Main Agreement or Contract Addendum, as appropriate.

Any file loaded as a document type of Document is not going to allow you to view the clauses in the Outline View.

During the upload process, the system reads the Microsoft Word document and organizes the content accordingly. Any content with an applied style that has a prefix "ignore" will not be displayed in the Outline View. Finally, view the document in the Outline View to make sure it looks as you expected.

Upload to Ariba – Outline View

Outline View tab is highlighted.

Post Upload to Ariba – Editing and Re-Uploading

To view the Main Agreement in Microsoft Word to review and edit, click on the Download option or click on the link of the document.

To review and edit the Main Agreement in Microsoft Word, select the Download option or select the document link.
  • Edit the Microsoft Word document as necessary then save it to your computer. When ready to re-upload, utilize the Drag & Drop feature to upload the revised document.
  • Find the revised file, drag and drop it into the Drag & Drop area.
A Word file from the file explorer is dragged into the document area on the left to replace the existing base contract document.

When the system detects that a new document has been uploaded, it will ask what you would like to do with it.

There are three options:

  • Review uploaded document
  • Update with uploaded document
  • Discard uploaded document
A document upload interface showing the Base Contract Document_with Multilevel Lists.

Post Upload to Ariba – Review Changes

The Review uploaded document option brings you to the redlining view of the Review Changes screen.

  • Click Next/Previous to toggle and review the changes.
  • Click Process Changes to accept and commit these changes into the document in SAP Ariba Contracts.
  • Click Reject Changes to reject and discard these changes.
SAP Ariba page showing a document with changes. Green highlights indicate text additions, red highlights show deletions, and blue highlights mark modified sections for review.

The Update with uploaded document option bypasses the redlining view of the Review Changes screen.

  • All changes will automatically be processed and accepted into the document within SAP Ariba Contracts.
  • Click Save to commit the changes to be made to the document.
Review Changes page is displayed. Save button is highlighted.

The Discard uploaded document option just cancels the upload of the document.

  • No changes will be processed
  • Document stays the same as it was prior to the drag and drop
Base Contract Document Drag and Drop Demo is displayed.

Post Upload to Ariba – Replace Document vs Drag and Drop

Replace Document only replaces the document in the Documents tab.

Drag and drop technically also replaces the document. However, it also allows you to:

  • Save the document with a different version number.
  • Have the option to review changes at the time you save the document into the system.
Replace Document page is displayed. Replace button is highlighted.

Upload Main Agreement

After completing this activity, you will be able to:

  • Upload bookmarked agreement to SAP Ariba Contracts
  • Review Main Agreement in the Outline View

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