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

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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");

A link to create master agreement in a user defined object

Hi guys,
We have a requirement wherein we need to put a toolbar link in a UDO to create a master agreement. Certain fields from the UDO needs to be carried over to the master agreement.
Any pointers would be extremely helpful..

hi reshma,
Here is the code for contract creation. Please Note: Other mandatory fields, depending on your MAster agreement document type has to be set before you save the Contract.
contractHome =IBeanHomeLocator.lookup(session, ContractIBeanHomeIfc.sHOME_NAME);
//Creates a contract bean. The input parameter is an Master Agreement type
contractBean = contractHome.create("master agreement typet");
/Set the Required fields in the contract/
//example to set few fields
valueTypeHome=IBeanHomeLocator.lookup(session,ValueListTypeIBeanHomeIfc.sHOME_NAME);
valueTypeBean=valueTypeHome.findByExternalId("master_agreement_status");
valueBean=valueTypeBean.getCollnValueListValue().get(0);
contractBean.setStatusRef(valueBean.getLocalizedObjectReference());
//set display name
contractBean.setDisplayName("Test"+doc.getDisplayName());
//Set currency
contractBean.setCurrency(doc.getCurrency());
//set effective date
contractBean.setEffectiveDate(TypeFactory.createSysDate(new java.util.Date()));
//set base date
contractBean.setBaseDate(doc.getBaseDate());
//set contact info
vendorCollection = doc.getCollnVendors();
vendorRef=vendorCollection.get(0);
contact=vendorRef.getContactObjRef();
contractBean.dbSetContactRef(contact);
contractBean.dbSetVendorRef(vendorRef.getVendorObjRef());
/Set other necessary information in the contract bean/
//Save the Contract
contractHome.save(contractBean);

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

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.
Regards,
Erik

Service Master Agreement Type

Hi all,
We have an requirement for using the service master agreement type for one our project.
Can anyone help in undertanding this agreement type.
Regards,
Priya

Hi
Service master agreement type is nothing but agreement with sub agreements. SAP here suggest that you treat service as a sub agreement thereby keeping track of various milestones etc. However in SAP ECC services are not individual contracts rather there is a seperate master data component (service master).
Since there is no integration, decision you need to make is whether you want to treat service as an individual sub agreement or a material in e sourcing as there is no seperate master data component for services in e sourcing. Based on business requirement you can proceed further.
Regards
Mudit Saini

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

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

Unable to capture field values in Master agreement Line Items

I am trying to get the field values from master agreement line items page. I have written the following code to get the line item details which is working fine to capture part number and quantity->
agreementBean = doc.getRootParentIBean();
lineItemCollection = agreementBean.getLineItems();
collectionsize = lineItemCollection.size();
for(i=0;i<collectionsize;i++){
     collectionbean = lineItemCollection.get(i);
     partNum = ""+collectionbean.getPartNumber() ;
     Quantity = ""+collectionbean.getQuantity();
     throw doc.createApplicationException(null,partNum + " , " + Quantity );
Now, my problem is that I am unable to capture the following field item values in the master agreement > line items page.
1. Price Unit
2. Unit Price
3. Product Category
4. Plant
Please help me to find the values.
Thankx in Advance.
Su
Edited by: subrataindra on Aug 10, 2010 11:11 AM

This will return the name of the plant.
.getExtensionField("PLANT").get().getDisplayName(session);
Check if this returns the product category
collectionbean.getExtensionField("ITEM_CAT").get().getDisplayName();
This will Return the Price
collectionbean.getExtensionField("PRICE").get().getPrice();
(return type :BigDecimal)
This will return the currency
collectionbean.getExtensionField("PRICE").get().getCurrency;
(Return type:String)
Similarly to retrieve other fields for which there are no standard functions, use .getExtensionField("Field ID")
Hope this helps
Regards,
Immanuel

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

How to get Payment Term description in a MAster Agreement

Hi,
I am able to get the PAYMENT TERMS for a Master Agreement
code:
payment_term_str= doc.getPayTermsRef() ;
term_id = payment_term_str.getDisplayName() ;
how I will get the Payment Terms Description ?
Thanks in advance.
Regards,
Swastik

import com.frictionless.api.common.types.TypeFactory;
paymentHome=IBeanHomeLocator.lookup(session,doc.getPayTermsRef());
paymentBean=paymentHome.find(doc.getPayTermsRef());
resourceID=paymentBean.getDocumentDescriptionId();
rRef=TypeFactory.createResourceReference(resourceID);
paymentDescription=rRef.getValue(session);
Hope this helps.
Regards,
Immanuel

Define Shipping Data for Stock Transfers Between Storage Locations

Hi Guru,
Can i know what is the purpose to maintain Customer, SHipping data for each storage location for the STO between storage location?
Purchasing --> Purchase Order -->
Set up Stock Transport Order-->
Set Up Stock Transfer Between Storage Locations-->
Define Shipping Data for Stock Transfers Between Storage Locations

The Sales org, Distribution channel, Shipping point, Vendor and Customer are maintained to created the delivery.
It is for the transfer of stock between storage locations with any movement type.
Eg: When you do a 311 movement type from Sloc A to Sloc B, then it will create a inbound delivery with the Vendor specified for Sloc A and an outbound delivery from Sloc B with the Customer specified assuming the customer and the vendor as the Plant.
You have to create a internal Vendor and Customer.
Hope it helps.

Material transfers between plants and storage locations report

Hello experts.
I´m looking for some help.
Actually i am looking for a report that show information about material transfers between plants and storage locations. Is there any report that shows the source of the material (plant, storage location) and also shows the target (plant, storage location).
Thanks for your help.

Hi,
Though you may not get report for the same , but you can narrow down the check by using the table MSEG or MB51 using the moment types like 311 643 (sd delivery moments )which are for stock transfers .
or if you want storage location stock many reports are available like MMBE, or MB53 etc.
Regards

Can we duplicate standard query Search Master Agreements and Agreements.

Hi Experts,
I have a requirement to hide Agreement Manager and Business Unit & Region result fields in standard Search Master Agreements and Agreements query.
I have duplicated this standard query and deleted Agreement Manager and Business Unit & Region result fields. Try to run this query but it is giving error.
Execution Type is Java.
Query Executor Class: com.sap.eso.contracts.query.SearchAllMAandAgreements
Error: SQL Exception: Fail to convert to internal representation, ANSI-92 SQL State: 99999, Vendor Error Code: 17059. Fail to convert to internal
representation.
Does anyone have idea about this functionality or how this standard query can be modified.
Thanks,
Lava

Hi Lava,
There is the Standard Query ODP-ESO-MasterAgreementList
Duplicate the query and remove the fields from the Result fields whcih you dont want. I think you will get the result required.
Thanks
Kushagra A

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

Transfering Between CLM Master Agreement Folder Types

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