CLIN/SLINs User Guide

Change Summary

Release Date	Release Version	Change Description	Link
30th May, 2024	2024.2	Mod Approval Process	Adding Funding

Overview

You can use the CLIN/SLINs feature on Our Contract and Subcontract objects to add Contract Line Items (CLINs) and Sub Line Items (SLINs) on the CLIN/SLINs tab, along with their Modifications on the CLIN/SLINs, POP, and MOD tabs of Our Contract and Subcontract records.

This document is a step-by-step guide on how you use the CLIN/SLINs feature in Salesforce.

Audience

Contracts Suite Users

Prerequisites

Ensure that Contracts Suite - Sales Cloud Edition is already installed and configured. The version of this package must be 2024.2 or higher.

CLIN/SLINs on Our Contracts

Period of Performance (POP) Tab

Navigate to an Our Contract Record page using App Launcher.
Go to the POP tab and click New Period.
NOTES
- If you are adding a new Period record to a child Task Order, ensure that its Start and End Dates lie within the date range of its parent IDIQ record, else the following error message displays.
- A parent IDIQ Contract can have more than one child TO Contract and a grandparent IDIQ Contract can have more than one IDIQ Contract and TO Contract children.
Add Periods popup window opens, where you can perform the following actions:
- Enter field details such as Period Name, Start and End Dates, etc.
- Click the Add button to add a new record.
- Click the delete icon to delete a record.
- Click the Cancel button to close this window.
- Click the Save button to save records.
NOTE
Do not use this window for exercising records. You can instead use the Exercised toggle button present on the CLIN/SLINs tab for exercising CLIN/SLINs.
Period records are added.
Also note that, on the Details tab, the following fields are auto-populated from the POP tab of an IDIQ/Task Order record:
- The Base Period Start Date equals = Min POP Start Date identifying the Base Period
- The Base Period End Date equals = End Date of Base Period identified
- The Base Period of Performance (in Months) equals = difference in months between Base Period End Date minus - Base Period Start Date
- The Option Periods (in Months) equals = difference in months between (Option Years End Date minus - Base Period Start Date) minus - Base Period of Performance
- The Option Years End Date Max POP End Date
You can click the Exercise CLINS button to make all or individual CLIN records as Exercised or Not Exercised.
You can also click the Exercise SLINS button to make all or individual SLIN records as Exercised or Not Exercised.
You can edit or delete a Period record by clicking its respective pencil icon or delete icon in the Period section.
Additionally, you can filter your search by specifying a Period Name and selecting a Period Type.
Search results display as per the specified filters.

Add CLIN

Whenever you create a record, ensure that its CLIN/SLIN Numbers are unique for an Our Contract record. While entering CLIN/SLIN data, note that Total Obligated Value is the sum of Obligated Cost, Obligated Fee, and Obligated Price of both CLIN and SLIN records for an Our Contract.

If you want to add more CLIN records, ensure that the sum of all children TOs Total Obligated Value for a parent/mapped IDIQ CLIN (displayed as IDIQ CLIN column while adding CLIN record for Task Order) must not exceed the parent IDIQ CLINs Total Obligated Value, else the following error message is displayed.

On the Details tab, Exercised Contract Value and Our Anticipated Contract Value are auto-populated with Total Obligated Value of CLIN records that are Exercised and Total Obligated Value of all CLIN records.

Also, note that the sum of all children TOs Total Obligated Value of CLIN records that are Exercised and TOs Total Obligated Value of all CLIN records is displayed on the parent IDIQ CLIN's Details tab as Total TO Exercised Contract Value and Total TO Anticipated Contract Value.

Click New CLIN.
CLIN popup window opens.
To add a CLIN, click New CLIN again.
Add CLIN popup window opens, enter CLIN details such as CLIN Number, Period Name, Obligated Cost, etc., and click Save.
CLIN is added.
Similarly, you can add other CLINs.
You can edit or delete a CLIN record by clicking its respective pencil icon or delete icon in the CLIN section.
Additionally, you can filter your search by selecting a Type, Period, and CLIN Name.
Search results display as per the specified filters.
Go to a child Task Order Our Contract record.
Go to the POP tab, click New CLIN, and then click New CLIN again.
Add CLIN popup window opens, enter CLIN details such as CLIN Number, Period Name, Obligated Cost, etc., and then click Save.
CLIN is added.
Alternatively, if you do not select an IDIQ CLIN and then enter CLIN details such as CLIN Number, Period Name, Obligated Cost, etc., where the sum of the Obligated Cost, Obligated Fee, and Obligated Price is greater than the Contract Ceiling Value of a parent IDIQ record and thereafter click Save, then the following error message is displayed.
NOTE
If the Contract Ceiling Value is zero or blank, then no error message is displayed.
Go to a grandparent IDIQ Our Contract record.

NOTE
The sum of all children IDIQs Exercised Contract Value, TOs Total Obligated Value of CLIN records that are Exercised, and grandchildren TOs Total Obligated Value of CLIN records which are also Exercised display as Total TO Exercised Contract Value and the sum of all children IDIQs Our Anticipated Contract Value, TOs Total Obligated Value of all CLIN records, and grandchildren TOs Total Obligated Value of all CLIN records on the grandparent IDIQ CLIN's Details tab.

Add Funding

Click the View Funding icon.
NOTE
Funding can only be added or updated for those CLIN/SLIN records that are Exercised.
Click Add Funding.
Enter Funding details such as Funded Amount, Funded Cost, Funded Fee, etc., and then click Save.
Notes:
- Ensure that the Funded Amount is equal to the sum of Funded Cost, Funded Fee, and Funded Price.
- On the Details tab, Total Contract Funding is auto-populated with Funded Amount of a CLIN record.
- Also, ensure that the Funded Amount can not be greater than the Total Obligated Value of a CLIN/SLIN record.
Go to a child Task Order Our Contract record.
Go to the POP tab and click New CLIN.
CLIN popup window opens.
Click the View Funding icon.
Add Funding popup window opens.
Enter Funding details such as ACRN Name, Funded Cost, Funded Fee, etc., and then click Save.
Funding is added.
On the Details tab, Total Contract Funding is auto-populated with Funded Amount of CLIN records.
NOTE
If you want to add more Funding records, ensure that the sum of all children TOs Total Funding Amount for a parent/mapped IDIQ CLIN must not exceed the parent IDIQ CLINs Total Funding Amount, else the following error message is displayed.
Also, note that the sum of all children TOs Total Funding Amount is displayed as Total TO Contract Funding on the parent IDIQ CLIN's Details tab.
While adding Funding, the difference between Total Funded Amount for the CLIN/SLIN or the related ACRN can be zero but cannot be negative.
Funding is added.
Similarly, you can add other Funding.
On the grandparent IDIQ Contract record page, go to the Details tab, then go to the Financial Summary section and note that Total TO Contract Funding is auto-populated with the sum of both children IDIQs Funded Amount and TOs Funded Amount and grandchildren TOs Funded Amount.
You can edit or delete a Funding record by clicking its respective pencil icon or delete icon in the Add Funding section.
Additionally, you can filter your search by entering an ACRN Name.
Search results display as per the specified filter.

Add SLIN

NOTE
In cases where there are associated SLIN records to a parent CLIN, you can delete the associated SLIN records followed by the parent CLIN.

Click New SLIN.
SLIN popup window opens.
To add a SLIN to a specific parent CLIN, click New SLIN again.
Enter SLIN details such as SLIN Number, Master CLIN, Type, etc., and then click Save.
SLIN is added.
Similarly, you can add other SLINs.
To add Funding for a SLIN, you can perform the same steps as shown above.
Additionally, you can filter your search by specifying a Type, CLIN, and Period.
Search results display as per the specified filters.

CLIN/SLINs Tab

Go to the CLIN/SLINs tab.
NOTE
Here, you can view the CLIN/SLIN records that were added on the POP tab and are then auto-populated onto the CLIN/SLINs tab of an Our Contract record.
To add a CLIN/SLIN, you can perform the same steps as shown above.
To set a CLIN/SLIN as Exercised/Not Exercised, click the Exercised toggle button.

Consider the following set of CLINs and SLINs.

Its corresponding Details tab is as follows:

Exercised Contract Value field displays as the sum of the Obligated Cost, Obligated Fee, and Obligated Price fields of all the Exercised CLIN records ($30,000 + $30,000)
The sum of Total Obligated Value fields of all the associated Exercised SLIN records ($30,000 + $30,000) adds up to $60,000 + $60,000 = $120,000, as highlighted in images.

Once a CLIN record is changed from Exercised to Not Exercised, the following changes occur.

Now, the corresponding Details tab is as follows.

Since the Exercised Contract Value is auto-populated with the sum of Obligated Cost and Obligated Fee
Obligated Price of all Exercised CLIN records and the sum of Total Obligated Values of all associated Exercised SLIN records
Therefore once a CLIN/SLIN record is changed to Not Exercised, its value is then not considered in the calculation of Exercised Contract Value, which displays accordingly.

Hence, the Exercised Contract Value field now displays a value of $90,000, that is, the sum of Obligated Cost, Obligated Fee, and Obligated Price of CLIN 1 and the sum of Total Obligated Value fields of SLIN 1 and SLIN 2, that is, $30,000 + $30,000 + $30,000 = $90,000 - all of which are Exercised.

NOTE
Once an Our Contract Record Status is set to Final, then the record is locked and you can not further create or edit its associated records on the POP or CLIN/SLINs tabs.

Additionally, note that the New Modification button is now enabled on the MOD tab of an Our Contract record that allows you to create Modification records.

View CLIN/SLIN Details

NOTE
Once an Our Contract record is locked, you can then use only the MOD tab to add or update CLIN/SLIN, ACRN, and Period of Performance records instead of the CLIN/SLINs or POP tabs.

Go to the CLIN/SLINs tab and click to open a CLIN record.
Go to the Details tab to view the CLIN/SLIN record details.

MOD Tab

Go to the MOD tab and click New Modification.
Notes:
- By default, Mod 0 is added to the list of Modifications with Mod Type as Base and Mod Status as Closed. Mod 0 cannot be edited or deleted.
- Total Funded, Total Value: Ex, and Total Value: Ex/UnEx are the three newly added column fields.
- If Mod 0 is already created and is closed and the Total Value: Ex/UnEx field has no value in it, then the Total Value: Ex/UnEx field is blank.
- If Mod 0 is open and the Total Value: Ex/UnEx field has no value in it, then the Total Value: Ex/UnEx field displays the value as 0.
- If Mod 0 is already created and is closed and the Total Value: Ex/UnEx field has a value in it, then the Total Value: Ex/UnEx field displays that same value.
Add Modification popup window opens, enter Modification details such as Status, Mod Date, Mod Type, etc., and then click Save.
The Modification record is added.
Thereafter, Add Period popup window opens, where you can perform the following actions:
- Create a new Period by clicking the New Period button and perform the same steps as shown above.
- Edit or delete a Period record by clicking its respective pencil icon or delete icon in the Period section.
- Exercise CLIN/SLINs by performing Steps 4 and 5 as shown in the POP tab section.
Click Close.
Similarly, you can add other Modifications and Period records.
To add a CLIN/SLIN to a specific parent CLIN on the MOD tab, you can perform the same steps as shown above.

Add Value

Click the View Funding icon.
Go to Details to view details of Mod 0.
Click Add Value to add value to an existing CLIN/SLIN record.
Specify details such as CLIN/SLIN Number, Obligated Cost, Obligated Fee, and Obligated Price, and then click Save.
NOTE
You can click Add to add more values.

Adding Funding

Click the View Funding icon.
Click Add Funding to add Funding to an existing CLIN/SLIN record.
Specify details such as CLIN/SLIN Number, ACRN Name, Funded Cost, Funded Fee, and Funded Price, and then click Save.
Notes:
- You can click the Add button to add more Funding.
- You can edit or delete a Value/Funding record by clicking its respective pencil icon or delete icon in the Add Value/Funding section.
Additionally, you can filter your search by entering an ACRN and specifying a CLIN/SLIN Number.
Search results display as per the specified filters.
NOTE
Once a Record Status is set to Final if you still wish to modify a Period, you can click Edit Period on the MOD tab instead of the POP tab (as the record is locked on the POP tab).
Additionally, you can filter your search by entering a Mod Date Year and selecting a Mod Status.
Search results display as per the specified filters.
Notes:
- In cases where there are associated Value/Funding records to a parent MOD, you can delete the associated Value/Funding records followed by the parent MOD.
- Once a Mod Status is set to Closed, you can then create a new Modification record using the New Modification button on the MOD tab.
- For customers using the OOTB product, setting the Mod Status to Closed automatically triggers the approval process. The lock icon against the Mod appears in red until the assigned approvers approve the record.
- Approvers can approve or reject the Mod by navigating to the Related tab of the Modification record and clicking the Approve or Reject button in the Approval History section.
- The lock icon against the Mod appears red when the Mod is not approved and turns green once it is approved.

CLIN/SLINs on Subcontracts

Navigate to a Subcontract record page using App Launcher and follow the instructions as shown in the CLIN/SLINs on Our Contracts section.