This article goes over how to sync completed Ironclad contracts to SAP Ariba. Once configured, a finished contract in Ironclad creates and publishes a Contract Workspace in SAP Ariba, with the signed document and mapped contract data carried over. We’ll also go over syncing contract terms and line items via the SAP Procurement Automation package.
Use Case
When a contract is signed in Ironclad, procurement still needs that agreement reflected in SAP Ariba to manage spend against it. Rather than manually re-creating the contract SAP Ariba, you can configure contract syncing so that completed Ironclad contracts automatically generate the matching Contract Workspace in SAP Ariba. The completed contracts generate with the signed document and key contract details mapped across.
Prerequisites
| Features | Integrations, APIs |
| Connected Systems |
|
| Packages |
SAP Data Foundation or SAP Procurement Automation |
| Permissions |
Admins or users with Integrations Management permissions. |
Connect the Contract Sync APIs
Make sure the following SAP Ariba API OAuth connections are configured under Integrations > SAP Ariba > Connection Settings:
- Contract Workspace Management API
- Note: You’ll need to add the username of the default user that’ll be associated with any contracts that are created or retrieved in the SAP Ariba Username field.
- Contract Workspace State Change API
- Project Document Management API
The field values come from the client applications you created in the SAP Ariba Developer Portal. Once these APIs are configured, the Contract Sync tab will appear on the SAP Ariba integration overview page.
Configure Contract Sync Connection Settings
To configure your connection settings for contract syncing:
- In Ironclad, click your profile icon in the top right corner and select Company Settings.
- Click Integrations from the left sidebar menu.
- Under Procurement, click SAP Ariba.
- Click the Contract Sync tab.
- Click +Add Contract Configuration and select a completed Ironclad contract from the dropdown menu.
- Under Sync “Completed Contract Example”, click Edit.
- Supply the SAP Ariba Template ID.
- Note: The template ID is required to create contract workspaces in Ariba. You can find this in SAP Ariba on the contract workspace page under Overview > Properties.
- Under Get Supplier ID from the Ironclad record property, select Vendor ID.
- Under Hierarchical Type, select one of three Ariba classifications for the contract:
- Standalone Agreement - Independent contract that is not part of any contract hierarchy.
- Master Agreement - Top-level contract in a hierarchy that serves as the parent to subagreements.
- Subagreement - Child contract nested under a master or another subagreement.
- Under Attribute Mapping, map record properties to fields in your SAP Ariba contract workspace by clicking +Add Attribute.
-
Note: Records can’t be synced to SAP Ariba until the following required attributes are mapped:
- commodities
- contractAmount
- departments
- effectiveDate
- regions
-
Note: Records can’t be synced to SAP Ariba until the following required attributes are mapped:
- Click Save.
Once contract sync is configured, Ironclad automatically creates and publishes the corresponding Contract Workspace in SAP Ariba when the contract is completed.
View the Contract Workspace in SAP Ariba
To view the Contract Workspace in SAP Ariba:
- Return to the Dashboard in Ironclad.
- Click on the workflow you just executed to open the workflow overview side panel.
- Scroll down to External Links.
- Click on View in SAP Ariba to be taken to the contract workspace, where you’ll see the custom fields for Ironclad.
Sync Contract Terms and Line Items to SAP Ariba
Enable/Access: Syncing contract terms and line items to SAP Ariba requires the SAP Procurement Automation package. If your organization has the SAP Data Foundation only, you can still sync contracts to SAP Ariba as Contract Workspaces. To enable syncing contract terms and line items, contact your Ironclad account team about SAP Procurement Automation.
By default, a synced completed contract is published to SAP Ariba as a Contract Workspace and made available for downstream procurement processes.
With the SAP Procurement Automation package, Ironclad can sync two additional kinds of contract data to SAP Ariba:
- Contract Terms: the negotiated terms that SAP Ariba applies to purchasing. This can include the supplier or commodity covered, spend limits, and pricing conditions.
- Contract Line Items: the specific items the contract covers, including item pricing, units of measure (UoM), and delivery schedules.
Syncing contract terms and line items writes the contract into SAP Ariba’s Contract Compliance feature. Once there, SAP Ariba can apply the contract to matching purchase requisitions and purchase orders.
Resources
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