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Work with integrated CLM features (preview)

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[This article is prerelease documentation and is subject to change.]

This article explains how the addition of contract lifecycle management (CLM) integration affects the way that Microsoft Dynamics 365 Supply Chain Management works. It also explains where you can find CLM elements in the Supply Chain Management user interface (UI).

Note

These changes take effect only when the CLM integration feature is configured for and connected to a CLM solution. Learn how to enable the feature and set up the integration in Enable and configure CLM integration.

View and work with all integrated contracts

To work with integrated contracts in Supply Chain Management, go to Procurement and sourcing > Contracts > All contracts. On the All contracts page, you can perform the following actions:

  • View a list all contracts that were created by using your CLM system. These contracts are synced from the external system and are read-only here. For each contract, you can view the current status, important dates, and other information.
  • Find a specific contract. Use the Filter field and/or the filtering and sorting controls that are available through the column headings.
  • View, edit, or amend a specific contract. Select the contract in the grid, and then, on the Action Pane, on the Contract tab, select View, Edit, or Amend. Each of these buttons opens the selected contract in your external CLM system. The availability of these buttons depends on how you configured the integration.
  • Add a new contract. On the Action Pane, on the Contract tab, select New to open the contract creation page in your external CLM system. The availability of the New button depends on how you configured the integration.
  • View all purchase agreements that are associated with a specific contract. Select the contract in the grid, and then, on the Action Pane, on the Contract tab, select Purchase agreement.

View contracts associated with a selected vendor

While you're working with a vendor record, you can easily identify which contracts are associated with that vendor. To view the contracts that are associated with a specific vendor, follow these steps.

  1. Go to Procurement and sourcing > Vendors > All vendors.
  2. Find and select the vendor that you want to work with. You must select only one vendor at a time.
  3. On the Action Pane, on the Procurement tab, in the Agreements group, select Contracts to open the All contracts page. The page is filtered so that it shows only contracts from the selected vendor.

Purchase agreements with external CLM integration

When you're using CLM integration, purchase agreements work slightly differently than they work in a non-integrated Supply Chain Management system.

To view your purchase agreements, go to Procurement and sourcing > Purchase agreements > Purchase agreements. There, the following differences apply when you use CLM integration:

  • The Purchase agreements list page includes the following new columns:

    • Contract ID – This column identifies any externally managed contract that is associated with each purchase agreement. The value is generated by and synced from the external CLM system. A purchase agreement can reference only one external contract.
    • Contract status – This column shows the status of contracts that exist in the context of an external contract.

  • On the Purchase agreements details page, the Header tab includes a new Contract FastTab that has the following fields:

    • Contract ID – This field identifies any externally managed contract that is associated with the selected purchase agreement. The value is generated by and synced from the external CLM system.

    • Status – This field shows the status of contracts that exist in the context of an external contract. The value is synced from the external CLM system.

    • Purchase agreement ownership type – This field identifies the owner of the purchase agreement. It can have the following values:

      • Supply Chain Management – The purchase agreement was created directly in Supply Chain Management. All aspects of it must be managed by using Supply Chain Management instead of your external CLM system.
      • External contract management – The purchase agreement was created by a contract in an external CLM. Therefore, processing and editing options are limited in Supply Chain Management. For purchase agreements of this ownership type, the Contract ID and Status fields on the Contract FastTab have values. All edits and lifecycle changes are managed by the external CLM system, which automatically syncs updated values back to Supply Chain Management.

  • No approval workflows are applied to purchase agreements where the Purchase agreement ownership type field is set to External contract management. In an integrated solution, a contract is approved by all relevant parties, signed, and executed by using the external CLM system. Any additional approval workflows that are applied in Supply Chain Management would disrupt the approval process that is already implemented in the external CLM system. Therefore, any workflow configuration in Supply Chain Management is bypassed. Instead, the external CLM system is responsible for updating the status of the purchase agreement status from On hold to Effective.

  • If a purchase agreement that is owned by an external CLM system is selected, the following buttons are disabled on the Purchase agreement tab on the Action Pane of both the list page and the details page:

    • In the Intercompany group:

      • Generate sales agreement
      • View sales agreement

    • In the Maintain group:

      • Activities

    • In the Generate group:

      • Confirmation and proforma confirmation
      • Proforma confirmation

  • A purchase agreement that is owned by an external CLM system can't be deleted from Supply Chain Management. Therefore, if a purchase agreement of this type is selected, the Delete button on the Action Pane is disabled.

  • While a purchase agreement that is owned by an external CLM system is open, most of the fields on the Header tab of the Purchase agreements details page are read-only. Exceptions to this rule include the following fields:

    • Vendor reference
    • External document reference
    • Line matching policy
    • Delivery address
    • Payment specification
    • Charges group
    • Mode of delivery
    • Buyer group
    • Pool
    • Shipping carrier
    • Carrier service
    • Carrier group
    • Mode
    • Route plan
    • Transportation template ID
    • All fields on the Financial dimensions FastTab

Known limitations

CLM integration isn't supported for intercompany purchase and sales agreements.