Name: Managing Advanced Options in Templates in SAP Ariba Contracts
Uploaded: 2026-4-7
Duration: 177 s

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<div><div><div><div><div>This video explores the Advanced Options tab in contract workspace templates, which enables administrators to enforce company policies and practices.  In this example,  we cover ad hoc forms and the supplier eligibility criteria. The template is configured to allow contract creation only for "Qualified" suppliers. A "Show Warning" option permits exceptions while alerting buyers to eligibility concerns.</div></div></div></div></div>

Managing Advanced Options in Templates in SAP Ariba Contracts

Contract workspace templates in SAP Ariba Contracts have a similar structure to live contract workspace projects. However, certain features and fields are available in templates only, allowing administrators to enforce company policies and practices. This video focuses on the Advanced Options tab of a contract workspace template and the parameters that can be set there. In the Advanced Options, administrators can limit the number of ad hoc forms contract owners can create inside a contract workspace. An Ad hoc Form is a form document that is manually created in a project instead of inherited from the project template. When you configure ad hoc limits in a template, you also specify a default for all form template types value. The application uses this value as the initial value for all form template types for projects created from the project template. When a user attempts to create an ad hoc form document in a contract workspace, for example Framework Tracker form, the system checks the value of the Ad hoc Create Limit for the form document template. The value of an ad hoc create limit can be No Limit. There is no limit on the number of documents of the selected form template type that can be created in projects. This is the default value. Zero no documents of the selected form template type can be created in projects. The only documents of this form template type that can exist in projects are documents inherited from the project template. One if one or more documents of the selected form template type already exist in a project, users cannot create more documents of this type in projects. Another feature which can be configured under the Advanced Options tab is the Supplier Eligibility Criteria, allowing contract owners to create contracts only for suppliers who meet the specified criteria. Administrators must determine the stage where the supplier eligibility criteria is applied, contract creation, contract publication or when sending contract data and line items to integrated external systems. Supplier eligibility is determined by their status in SAP Ariba Lifecycle and Performance, which means the site you're working on needs to have both SAP Ariba Contracts and SAP Ariba Lifecycle and Performance enabled. In this example, we are going to choose the contract creation stage to apply the filter and set the eligibility criteria to be the qualified status. This means that this template can only be used to create contract workspaces for qualified suppliers. If additional supplier statuses can be considered but are not ideal, you can select the Show Warning checkbox. This will allow buyers to include a supplier with that status but with a warning regarding their eligibility. This concludes our overview of the Advanced Options tab in a contract workspace template. Thank you for watching. Thank you.