CLM Importing Master Agreement: Is it possible to import custom collection

Hello,
We are looking to migrate some legacy data into CLM using the import master agreement (setup->Import and Export Tools). This approach works fine for all standard data as well as extensions that are single entry fields (not collections). We would like to load some data into extension field that are collections and are wondering what is the best, most efficient way to accomplish this.
I can only think of the following method:
Import all master agreement data standard fields and extension fields (not collections). Once all are entered, we go into the master agreement and add the collection data manually or by importing csv files at that time.
This method will be time consuming. Is there a better way to accomplish this?
Thanks in advance,
Kyle

Hi Kyle & Venkat,
I am trying to import the contract through 'contract import workbook' present in RG.
I have made & verified changes in field data values of the three worksheets in contracts.
Now when i try importing, it gets failed giving me the error - An error was encountered in column CONTACT/LOCATION.
However, the same values do exist in Master Data.
Can you please let me know if the same error occured with you folks & possible troubleshooting.
Any pointers would be highly appreciated.
Thanks,
Tripti

Similar Messages

Transfering Between CLM Master Agreement Folder Types

Hello,
How do I transfer a CLM master agreement to another CLM master agreement folder type? For example, an existing CLM Legal master agreement will need to be transferred to a CLM HR master agreement (using the new HR master agreement type numbering table).
Thanks,
Adrian

Hi Adrian,
If I understand your requirement correct, you would like to convert Master Agreement created from Legal Master Agreement type to a new HR Master Agreement.
CLM does not allow to change the Master Agreement Type i.e. the Document type, once the MA is created.
You will need to create a new MA using the HR Master Agreement type, if it has been already defined/configured in the MA Types.
I hope this helps.
Regards,
Parankush

Importing Attachments for Master Agreements in CLM

I am attempting to load contract files (.doc/PDF) using the import tool and I am having issues. What needs to be populated in the 'Attachment Order Code' field in the load file.
Can someone outline the steps to load an existing contract created outside of CLM to a master agreement?
I am using E-Sourcing 5.1/CLM 2.0.
Thanks in Advance,
Kyle

Jeff,
It does make sense to me what you are trying but it does not make sense in the logic of SAP Sourcing. You don't want the suppliers to see the button to not confuse them but in the logic if you activate it on one side the possibility you are sharing a document is real so it should be visible on both sides or you will have confusion on the buyer side if someone chooses internal and external view while the supplier doesn't see even the attachment section.
On the buyer side the default is internal only so if this is not changed by the master agreement owner on the buyer side the attachment section will always be empty for the supplier causing no unnecessary confusion.
There is no way at present to hide this only on the supplier side as far as I see it.
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Erik

Master Agreement Import Failed

Hi experts,
An error was encountered during Data Import of Master Agreement in CLM system. Logs shown below.
Details of the errors:
Failed: object 1: metadata exception
Exception: method not found
MessageId: exception.common.db.metadata.reflection
Info: target method = getObjectId [STANDARD_ATTRIBUTE_ID].
found in fpa logs:
metadata exception, Exception: method not found, AttributeId: SAPPORG_OBJECT_ID, MessageId: exception.common.db.metadata.reflection
When checking in Setup --> Extension Definition List --> Master Agreement Extensions, SAPPORG is existing in the Attributes tab
Regards,
Lester

Hi Lester,
In setup>extension defnition, you can define different extensions for an object type (e.g. MA) for different contexts. In case of MA, you can define different set of extensions in enterpirse context and in subcontext(s).
e.g. for enterprise context you can have EXT1 for MA
      for subcontext1 you can have EXT2 for MA
      for subcontext2 you can have EXT3 for MA
When a user logs-in he will be associated with a context based on his company. Say with subcontext 2. In that case the user can see only extension EXT2.
I was suspecting extensions are defined in a different context than from the user is importing... Please check.
1. Check 1: user used for importing, the associated company & determine the respective context
2. go to setup>ext def and look for this MA under this context and see the extension.
Thanks,
Baski

CLM Company-Organization Unit in Master Agreement

Hi guys
In a CLM Master Agreement, after I select a company, I am able to select any organizational unit, even if it does not belong to that company. The system does not issue any error message. Is it standard behavior?
Shouldnt the system validate that only the organizational units which are belonging to a particular company be displayed?
Thanks and regards
Ajay

Hi,
It looks it is standard behaviour.
We have put in script to validate and added a query to query group so that user can search ORG UNIT by company code.
//........................Gets company code
getChildFieldByFieldId(parentFieldId,childFieldId){
        value=doc.getExtensionField(parentFieldId).get();
     if(hasValue(value)){
          parenthome=IBeanHomeLocator.lookup(session,value);
          parentbean=parenthome.find(value);
          childField=parentbean.getExtensionField(childFieldId).get();
          return childField;
     return null;
validateCompanyCodes(parentfieldId,childFieldId){
        flag=false;
     maCompanyCode=doc.getExtensionField("SAPCCODE").get();
        companyCode=getChildFieldByFieldId(parentfieldId,childFieldId);
     if(companyCode==null @or !hasValue(maCompanyCode)){
          flag=false;
     }else if(maCompanyCode.equals(companyCode)){
          flag=true;
     return flag;
purchasingOrgCompanyCodeMatch=validateCompanyCodes("SAPPORG","sapccode");

Copy line items from Master Agreement to SubAgreement

Dear all,
As a requirement, we need to create a dummy line item at master agreement and subagreement level to be able to publish them to ERP without need
to complete line items (they are completed in ERP via a development).
We have created master agreement templates with a dummy line item but at subagreement level, templates are not available.
What we are trying to develop is a script on post_create at agreement level to copy line items from Master Agreement to SubAgreement. We are able to get Master Agreement line items and copy them to the SubAgreement, but the subagreement is not created. This is the code we are using:
import com.sap.odp.api.doccommon.masterdata.ValueListValueIBeanHomeIfc;
import com.sap.odp.api.doccommon.masterdata.ValueListValueIBeanIfc;
import com.sap.odp.api.doccommon.masterdata.ValueListTypeIBeanHomeIfc;
import com.sap.odp.api.doccommon.masterdata.ValueListTypeIBeanIfc;
import com.sap.eso.api.contracts.ContractIBeanHomeIfc;
Mst_agreementBean = doc.getParentIBean();
lineItemCollectionSub = doc.getLineItems();
lineItemCollection = Mst_agreementBean.getLineItems();
collectionsize = lineItemCollection.size();
colln = Mst_agreementBean.getCollectionMetadata("MA_LINEITEMS").get(Mst_agreementBean);
colln2 = doc.getCollectionMetadata("MA_LINEITEMS").get(doc)
newProject = Mst_agreementBean.getIBeanHomeIfc().createFromAnother(Mst_agreementBean);
newMember = colln.get(1);
// Get Values Line Item
assCat = newMember.getAcctAssignCategory();
actLimP         = newMember.getActualLimitPercent();
delAdCity       = newMember.getDeliveryAddressCity();
delAdCount    = newMember.getDeliveryAddressCountryRef();
delAdDist       = newMember.getDeliveryAddressDistrict();
//... (all fields included in the script)
// Create Line
newMember2 = newMember;
AgreementHome = IBeanHomeLocator.lookup(session, doc.getObjectReference());
AgreementHome.upgradeToEdit(doc);
// Set Values
newMember2.setAcctAssignCategory(assCat);
newMember2.setActualLimitPercent(actLimP);
newMember2.setDeliveryAddressCity(delAdCity);
newMember2.setDeliveryAddressCountryRef(delAdCount);
newMember2.setDeliveryAddressDistrict(delAdDist);
//... (all fields included in the script)
try{
colln2.add(newMember2);
AgreementHome.save(doc);
AgreementHome.downgradeToView(doc);
collectionbean = colln2.get(0);
logInfo("Value of collectionbeanSub " + collectionbean );
}catch (ApplicationException e){
logInfo("Error " + e.getClass() + ". " + e.getMessage());
When we try to create an Agreement under a Master Agreement (clicking Add on Agreement tab), following error message is shown related to the line in blue:
Facility=local4;sessionid=4e73bb8e73304d6284816f93f4e04522a7c387b; tenantid=#tenant.ecb#;username=LUGUELL; exception=Sourced file: inline evaluation of: ``// **   import com.sap.odp.api.doccommon.masterdata.ValueListValueIBeanHomeI ... '' : Method Invocation AgreementHome.save : at Line: 164 : in file: inline evaluation of: ``// **    import com.sap.odp.api.doccommon.masterdata.ValueListValueIBeanHomeI ... '' : AgreementHome .save ( doc )
Target exception: java.lang.NullPointerException: while trying to invoke the method com.sap.eso.contracts.ContractTypeBo.getVendorVisible()
of a null object returned from com.sap.eso.contracts.ContractCommonBo.getTypeBo()
;stacktrace=Sourced file: inline evaluation of: ``// *JLA*    import com.sap.odp.api.doccommon.masterdata.ValueListValueIBeanHomeI ... '' : Method Invocation AgreementHome.save : at Line: 164 : in file: inline evaluation of: ``// *JLA*    import com.sap.odp.api.doccommon.masterdata.ValueListValueIBeanHomeI ... '' : AgreementHome .save ( doc )
Target exception: java.lang.NullPointerException: while trying to invoke the method com.sap.eso.contracts.ContractTypeBo.getVendorVisible()
of a null object returned from com.sap.eso.contracts.ContractCommonBo.getTypeBo()
Any ideas what is causing the error? What are we missing on our code to copy line items?
Many thanks,
Marc Romagosa
Message was edited by: Marc Romagosa de Riba

We managed to create a line item at VALIDATE script, but not at POST_CREATE. Either it is a bug or it is not possible at POST_CREATE script.

How to change the standard query "Create a Master Agreement" by a custom one

Hello Sourcing CLM experts,
I would need to replace the standard query displayed when the user tries to create a Master Agreement by a custom query to filter the MA types according to some criteria:
According to this post: Re: Create security profile for a document template in SAP Sourcing, I've tried to achieve it by doing the following steps:
Create a new query as a copy of exsiting query FCI-ContractTypes
Modify query group FCI-ContractTypesBP to include my custom query instead of the standard one to only list the MAType "Standard Master Agreement"
Following you can see the change done into the query group FCI-ContractTypesBP:
However, standard query has not been replaced and same set of MA Types are listed.
Therefore, I would like to ask you:
Is it possible to do this kind of modifications? If so, which query group need to be modified?
If it is not possible, is there any other way to achieve that requirement?
Thanks in advance for your time and support!
Best regards,
Isaac

Hello again experts,
If this query cannot be modified, is there any option to disable button below? Or at lease, to disable the query group to avoid the listing of MA Types when it is pressed?
The reason is because we are going to set up the system in the way that only it will be possible to create Master Agreements from Template. However, if user keep on using that button he will be able to create MA from document types.
Any ideas?
Thanks again and best regards,
Isaac

How to make extended field mandatory in Master Agreement

Hello All,
I am new to SAP CLM, and I have requirement where one extended field in master agreement needs to be made as mandatory field.
I tried in extension definition but check box to make it required is disabled and I am unable to find other way to do it.
Can some one help me and Please let me know how make extended fields mandatory in CLM.
Regards,
Prabhat

Hi
This could be achieved using Page Customization.Go to Setup-> User Interface-> Page Customization, open master agreement object (create new with UI ID:contracts.contract.ui.buyside.default if doesn't exist ) and add a new customization for extended field with Property set to Required.
Regards
Mudit Saini

Unable to import master-subdocuments from Word

Hello all, importing a Word master document that is linked to subdocuments leads to an error message (4005) in RH8. It is possible, but not practicable to import the subdocuments one by one. Is this a known problem and is there a way to import linked master-subdocuments this way?
Otherwise, is there an easy way to run the documents together in Word so that RoboHelp can import it all?

RH will only import a single document so that takes us to your "otherwise".
At the end of one document, in Word go to Insert > File and browse to the next document. Repeat until all documents are in one.
See www.grainge.org for RoboHelp and Authoring tips
@petergrainge

How to change Master Agreements search channel in Workbench

Hi All,
When we search in Master Agreements search channel in workbench then it displays a report just below that search, and when we click on that then it displays Master Agreement Search Agreement Detail.
In this details sub-agreement payment terms are not coming because Class id is different, but when I look into standard report : Master Agreement Search Agreement Detail, there query is having class id 1003.
Is it possible to replace this standard query in report or if we can replace this report in Master Agreements search channel in workbench.
Please advise.
Regards,
Prabhat Pandey

I see. I think SAP does not allow the standard FCI queries to be linked to Custom ones from the Setup --> Reports section.
In this case, you will first need to create a CUSTOM version of FCI-ConSearchMore and then link the custom version of FCI-ConSearchAgrDetail to this via the Setup--> Report section.
Then in the Setup--> Desktop Channel, you would need to go into the Master Agreement Search link and update the Parameter Definitions section with the new custom queries. This will ensure that in the Workbench page of the user, the desired results will be displayed.
Hope this helps,
Thanks,
Vikram Shukla

Script for setting Inco-terms in Master Agreement Setup

Hi All,
We have a requirement to create a follow-on child Master Agreement from a Parent MA. So we are writting a toolbar script to craete this follow-on Master Agreement. The problem we are facing is , we are not able to populate inco-terms (delivery terms) from the setup of Parent to Child Master Agreement.
Although Master Agreement Setup has APIs but it seems there is no method which can allow us to get and set the values of inco-term in the collection (DEL_TERM_COLLN ) which is present in the setup of Master Agreement.
Can you please throw some light on this issue, if it would be possible to set incoterms values in Master Agreement Setup.
Thanks in Advance!
Regards,

Hello,
If the IAPI doesnu2019t have the getter and setter, I would suggest raising a OSS message with SAP.
Regards,
Vikram

Overiding Mandatory Fields for master Agreement Template

Hello,
In the standard creation of the master agreement template the CONTACT field is mandatory. To me, this does not make sense because a template would need to be created for every contact/supplier. We want to make the CONTACT field optional for master agreement templates. I am trying to create a page customization with the following properties to accomplish this:
UI ID:contracts.contract.ui.buyside.default
Name:Master AgreementParent
Class: Master Agreement
Field ID: Contact
Property: required
Value: no
Dimension on parent set
Dimension Field : IS_TEMPLATE
Dimension Field Type: Boolean
Dimension Value: yes
I can not seem to make it work. Any suggestions? Is this even possible?
Thanks in advance,
Kyle

Thanks for the quick reply. I was hoping to avoid a dummy vendor. This is sure a strange piece of software.
Kyle

Master Agreement Validate Script

Dear Team,
Do we have any method that can be used in Master Agreement Validate Script to capture the action, once Delete document button is hit in Master Agreement.
Thanks,
Rajesh

Hello Rajesh,
We had a similar request in the past and my investigations revealed that there is only a limited use of this:
1. Yes, you can capture the 'delete' action in MA using: doc.getFieldMetadata("DELETED_BY").get(doc)
2. The 'problem': capture action takes place in ESO core, meaning that:
2.1 - Not possible to apply further validations and raise an error message (error msg is bypassed and a generic one displayed)
2.2 - Possible to use only for sending notifications, updating other documents, etc (any action that will not throw an exception ... PS: use try-catch)
Regards,
Bogdan Toma

Uploading two contract documents to the same master agreement

Hi:
I am uploading contracts into the SAP Sourcing 7.0 using the 'Contract Agreement and Document Uploader' in the Document Setup of the Setup.
For a particular scenario when I try to upload two different contract documents to the same master agreement I get this error.
I am using exactly the same row in the CSV file except for the field FILE_NAME.
The error that I get is-
The attempted phase change failed. Return to your document to see errors. [PHASE_ERROR].....Import failed for object number 3. The Master Agreement has been changed by Jon Stewart, and your changes cannot be saved. You must discard these changes and reload the document. [STANDARD_ATTRIBUTE_ID].
Thanks in advance
Raghav

Hi Raghav,
I am sorry, i could not understand your problem properly. but the error with STANDARD ATTRIBUTE ID is something i hope i can help you with.
I had got the same error while uploading RFP Questions (STANDARD ATTRIBUTE ID) for Group Name. The reason i found for this error was that the group name had exceeded the maximum number of allowed characters i.e 40. Could you please check whether your data in certain field has exceeded the maximum number of characters.
Can you please throw some light on other problem, would be more than happy to help.
Regards,
Anshuman

Workflow for Master Agreement (Publish to ERP)

What is the best practice for approval workflow before publishing a master agreement from eSource to ECC?
In the interest in keeping the source-of-truth within a single application we do not want to keep approval workflow of Outline Agreements in ECC as it is currently when moving the creation of the master agreement functionality to eSource. There is no inherent workflow functionality for master agreements in eSource. Are there customizations and/or best practices for having workflow of master agreements such that the Publish to ERP would not be possible until approval has been done within the eSource application?

Hi,
As you rightly said, Work flow support is not available in MA and more specifically before sending it to ERP
Here are some options you may want to consider:
- Try to use ACL/Security rights to control who can publish to ERP. For instance only the "document owner" can publish and the document owners are responsible. You can put a message or ask the publisher to enter some values on extension fields on who all approved this document.
- Try using approval functionality in ERP if that works. that may be the simplest..
The following options require heavy customization & scripting:
Leverage workflow support from other docs
- Tie an User defined business document (UDO that supports workflow) with MA. Provide a custom action, which will create a UDO biz doc instance and trigger a workflow behind the scenes. MA will have a reference to UDO and vice versa. Users will approve the UDO. In your Pre Publish to ERP script check for the approval conditions of UDO and work with that.
- if MA is created from Projects try using project workflow for the business process..
Good luck!
Thanks, Baski

CLM Importing Master Agreement: Is it possible to import custom collection

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