Manage Context for Legal Contract
Application component: OBSOLETE. Please use component CM-CTX.
App type: Transactional
Line of business: Sourcing and Procurement
Leading industry: Cross Industry
Solution capability: Enterprise Contract Management (S/4)
Scope items: SAP S/4HANA for Enterprise Contract Management
Description: With this feature, you can define Phases for a legal document. Using phases, you can effectively manage legal transactions like a well-planned project.
An application to create and manage contexts that are used as templates in legal transactions.
Key features:  With this app, you can do the following:   Display and filter existing contexts When you start the app, a list of existing contexts is displayed together with the filter bar that allows the user to either select a predefined filter set, a so-called variant, or to filter the list by using the search or the individual filter fields in the filter bar. Add workflow steps or a template that contains a sequence of steps. you can define processes such as a simple release or approve process, or more complex processes that involve several people or roles who have to execute tasks in a specific sequence. You can even add a template that is a reusable bundle of workflow steps.  The list of contexts in the content area has a live update function: the content is updated immediately when a user changes the filter criteria. The following functions are provided in the table toolbar:   Creating a new context.   Deleting contexts: You can select a context and delete it directly from the list. The deletion of a context is only possible if it is not yet assigned to a legal transaction.   Personalizing the table settings, for example, displaying additional columns and rearranging the order of the displayed columns.     Edit contexts From the line items, you can navigate to the item details and review or edit the context and add, display, edit or remove categories, parties, relationships, and dates. Depending on the type of change, you must create a new version of the context. Contexts in status Replaced cannot be edited.   You can copy an existing context with all its attributes. This helps you to save time and also to ensure consistency if your business process requires identical contexts. This functionality is avialable in both the list report and the object page. Apart from copying all the facets and the attributes, it also ensures the integration variant related attributes are also copied.  Select the required entity type in the Entities facet. The entity types available are Supplier, Customer, Company Code, Sales Organization, Purchase Organization, and Business Partner.   Define content types for documents and mark them as Required.   Select the Governing Law for a context. The system of law according to which a contract is to be construed or interpreted is called the governing law. This provision in a contract allows the parties to agree that the law of a state should be used to interpret the agreement, even if they live in or the agreement is signed in a different state.Note By default, the governing law selected in the Manage Contexts application is available in Request Legal Contract, Manage Legal Transactions, and Manage Legal Documents applications. However, you can change the governing law only in Request Legal Contract and Manage Legal Transactions applications.   Predefine the Language of the legal transaction. The language selected in this application is also available in Request Legal Content, Manage Legal Transactions, and Manage Legal Documents applications.   Select the Language for a legal document. By default, the language selected for the legal transaction is assigned to the document as well. However, you can change the language of the document in the Document facet.   Select the Access Level to restrict the accessibility to a legal transaction. By default, the access level selected in this application is assigned to the legal document as well. However, you can change the access level when you edit the document in the Request Legal Content and Manage Legal Documents application.   Select the Main Organization Type and the corresponding Main Organization. These organization elements allow restriction of the access level for legal transactions. The elements are Company Code, Sales Organization, and Purchase Organization. You can even use the main organization to filter the legal transactions while using the Enterprise Search function.   You can define Relationships between legal transactions that are used in the business scenario that is covered by this context. A typical example in a context for a supplier contract is to define the legal transaction for the non-disclosure agreement as related to the legal transaction for the purchase order.   You can define relationships between legal transactions and linked objects. Linked Objects are business objects that are connected to a legal transaction. This connection is represented by a link. You can even link business objects that are present in an external system to a legal transaction. The following are the objects - Purchase Order, Purchase Contract, Sales Order, and Sales Quotation.  Add additional custom fields to suit your specific business needs. Implement the field control for these custom fields.   Predefine the renewal and termination clauses for a legal transaction in the Renewal and Termination sub-facet. Furthermore, you can predefine the dates for renewal and termination of legal transactions, in the All Dates sub-facet. By default, the date types start and end date are provided. Other date types are populated whenever you select a renewal or termination clause. There are two types of renewals - Active Renewal and Auto Renewal. You can also choose empty renewal type in the context, so that transaction manager can select the type in the legal transaction. Note that if you select a renewal type in the context, the transaction manager cannot modify it in the legal transaction that is based on this context. Active Renewal: When you select this renewal type, you also need to select a relevant renewal clause, define the renewal period, renewal reminder period, and also select the recipient who needs to receive the renewal reminder. Similarly, you can define the termination clause, set reminders for termination and also select the termination reminder recipient. These attributes can be changed while managing the legal transaction that is based on this context. The default value in the Send Renewal Reminder and Send Termination Reminder fields are 0. If you do not change them here, it will automatically be updated to 1 in the legal transaction. Based on the renewal clause selected and the start and end date specified, the system generates the latest renewal notification date. This system-generated date and the reminder details are displayed in the Reminder facet of legal transaction. Refer to Legal Transactions. Auto Renewal: When you select this renewal type, you only have to specify the renewal period. While defining the termination clause, you also need to select the next termination clause. Note If you change the renewal type after a legal transaction has been created based on the original context, you must save this context as a new version.     When you create a legal transaction based on this context, you generate the workflow steps based on this information: In the Tasks facet, when you choose Add, you can either select the Add Step or Add Template.    Choosing the Add Step option opens the object page where you can define the workflow attributes for each step. For more information, refer to Workflows in Enterprise Contract Management You can also add a custom step that is executed automatically by the system. Hence, you cannot maintain a recipient for this step. Note that as a prerequisite, a key user has to maintain an implementation in the Define Custom Step, using the Custom Fields and Logic app. You can also define the filter for the custom step in the Step Properties section. These filters need to be configured by a configuration user in the Define Filters for Custom Step item. For more information on how to configure filters for custom steps, refer to the Test Scripts available at https://rapid.sap.com/bp/ under the SAP Best Practices section for Enterprise Contract Management and Assembly (1XV).    Choosing the Add Template option opens the Add Steps from Template pop-up screen. The workflow templates created using the Manage Workflow Templates are available here. On selecting the required template, all the steps defined in this template are listed in the Task facet. You can add additional steps for this template or rearrange the sequence of the steps. Note You cannot delete individual steps of a template. However, you can delete the additional step you have added to the template while working in this context.  You can trigger the selected template in the Manage Legal Transaction application, using the Start Default Workflow feature. For more information, refer to Manage Legal Transactions.   Create and manage Phases of a legal transaction in this app. Phases govern the compliance of legal transactions. You can effectively manage legal transactions like a well-planned project. You can create or remove a phase. You can create a phase by choosing the Create button in the Phases facet of a context.    Create a context for integration with other business obejcts like Product Sourcing. In the facet Context Determination, determine the rules for an integration relevant legal transaction. For more information, refer to Context Determination    
Business roles: Employee| Administrator - Enterprise Contract Management| Legal Counsel| Employee - Enterprise Contract Management
Employee : 
Performs all work related activities which are not directly relevant for one's work performance.

Legal Counsel : 
Provides, composes, consumes and manages Legal content like Contracts, Templates, Clauses etc.

Administrator - Legal Content Management : 
Is responsible for the adminstration in Legal Content Management.