CLIN/SLINs Configuration Guide

Overview

The CLIN/SLINs feature on the Contract Vehicle object enables you to add Contract Line Items and Sub Line Items, along with their Modifications on the CLIN/SLINs tab of a Contract Vehicle record.

This document is a step-by-step guide on how you can configure the CLIN/SLINs feature for use in your organization.

Audience

• Salesforce Administrators

• IT Support

Prerequisites

• Ensure that Contracts Module - TechnoMile Suite Sales Cloud Edition has already been installed and configured. The version of this package must be 7.4 or higher.

Steps for Configuration

Deactivate Workflow Rule

1. Click the gear icon and select Setup.
   

2. Enter text workflow rules in the search bar and click Workflow Rules.
   

3. Click Deactivate against Rule: Project and CV for Search for Object: CLIN/SLIN.
   Workflow Rule is deactivated.

Provide Access to Custom Profiles

Enable Apex Class Access

1. Go to Profiles using Setup search.

2. Click a Profile that you want to provide CLIN/SLINs access to.

   NOTE

   In this document, permissions have been provided to ONE Profile. However, you can provide the same permissions to as many Profiles, as per your requirements.

   

3. Click Enabled Apex Class Access.
   

4. Click Edit.
   

5. Select and move the following fifteen Apex Classes from Available Apex Classes to Enabled Apex Classes using the Add arrow button and click Save.
   
   

Enable Custom Setting Definitions Access

1. Click Enabled Custom Setting Definitions Access.
   

2. Click Edit.
   

3. Select and move the following Custom Setting Definition from Available Custom Setting Definitions to Enabled Custom Setting Definitions using the Add arrow button and click Save.
   

Give Access to Standard & Custom Objects

1. Click Edit and scroll down to give Standard and Custom Object Permissions.
   

2. For Standard Object Permissions, ensure that you select the following checkbox.
   

3. For Custom Object Permissions, ensure that you select the following checkboxes.
   

Grant Administrative Permissions

1. Scroll down to Administrative Permissions and select the View All Custom Settings checkbox.

2. Click Save.
   

Give Access to Custom Fields

1. Scroll down to Custom Field-Level Security and click View to edit the following Custom Field-Level Security fields.

   IMPORTANT

   Ensure that you provide both Read and Edit access to all fields of the below mentioned Custom Objects:
   As an example, we have selected the field(s) required for the ACRN (Custom Object).

2. Click Edit to select the fields for defining the ACRN Field-Level Security and click Save.
   
   

Activate Flows

1. Go to Flows using Setup search and click to open Contract Vehicle Lock Flow.
   

2. Click Activate.
   Flow is activated.

3. Similarly, activate the following Flows:

   • Create Default Mod for Contract Vehicle

   • Contract Vehicle POP Exercise Value update

Activate Validation Rules

1. Go to Object Manager, enter text clin/slins in the search bar, and click CLIN/SLINs.
   

2. Go to Validation Rules and click Edit against CLIN_ACRNs_can_be_positive_or_negative.

3. Select the Active checkbox and click Save.
   Validation Rule is activated.

4. Similarly, activate the following Validation Rules:

   • Check_Funding_Rollup OR Check_Slins_Funded_Amount

     IMPORTANT

     At a time, only ONE of the above two listed Validation Rules can be activated.

   • Lock_Funding_and_Value_Validation

   • Validate_IDIQ_CLIN_Total_Funding

   • Validate_IDIQ_CLIN_Total_Value

   • SLIN_POP_same_as_its_parent_CLIN

5. Thereafter, go to Period of Performance Object Manager and activate the following Validation Rules:

   • Check_Mod_Count_and_Record_Status

   • Lock_Funding_and_Value_Validation

   • Validate_StartEnd_Date_Respective_IDIQ

6. Then, go to ACRN Object Manager and activate the Validation Rule - Total_Funding_cannot_be_below_zero.

7. Go to CLIN ACRN Object Manager and activate the Validation Rule - Funded_Amount_Validation.

8. Go to Contract Vehicle Object Manager and activate the following Validation Rules:

   • Max_Obligated_Amount_Error

   • Validate_TO_Type_Contract_Only_With_IDIQ

   • Child_Cannot_Be_its_own_Parent_Contract

   • Order_Can_not_be_Parent_Contract

9. Go to Modification Object Manager and activate the Validation Rule - Check_Open_Mod_On_Contract_Vehicle.

10. Go to Modification CLINs/SLINs Object Manager and activate the Validation Rule - Can_not_add_fundings_for_unexercise_peri.

Activate Custom Record Types

1. Go back to Contract Vehicle Object Manager, then go to Record Types, and click IDIQ.
   

2. Click Edit.
   

3. Ensure that the Active checkbox is selected and click Save.
   

4. Similarly, ensure that the Task Order Record Type is also activated.
   

Configure Page Layouts

Add Fields

1. In Contract Vehicle Object Manager, go to Page Layouts and click the currently assigned Page Layout Name such as All Fields.

2. Drag & drop the following fields:

   • Total TO Anticipated Contract Value

   • Total TO Contract Funding

   • Total TO Exercised Contract Value

3. Click the wrench icon against each of these newly added fields.
   

4. Select the Read-Only checkbox and click OK.
   

5. Click Save.
   

6. Similarly, go to Modification Object Manager, then go to Modification Layout, drag & drop the following fields in it, and mark them as Read-Only:

   • Cumulative Total Value: Unex/Ex

   • Starting Cumulative Total Value: Unex/Ex

   • Total Value: Unex/Ex

7. Similarly, go to Object Manager, then go to its currently assigned Page Layout, drag & drop the following fields in it, and mark them as Read-Only:

   • IDIQ CLIN

   • Total TO's Funded Amount

   • Total TO's Obligated Value
     Fields are added.

     IMPORTANT

     Note that you can add any other fields onto page layouts of each object that you are modifying, as per your requirements.

8. Open App Launcher, enter text Contract Vehicles in the search bar, and click Contract Vehicles in search results.
   

9. Click to open a Contract Vehicle record.
   Contract Vehicle record page opens with the newly added fields on it.
   

10. Go to its MOD tab and click to open a Mod Number.
    Modification record page opens with the newly added fields on it.
    

11. Similarly, go to CLIN/SLINs record page using App Launcher and view the newly added fields on it.
    

Configure Custom Settings

Activate/Deactivate GRC Triggers

NOTE

Perform these ONLY if you do not wish to use the triggers that are available in this package by default. For all customers receiving this feature as an upgrade, the triggers are deactivated automatically. Triggers can be reactivated by unchecking the Deactivate checkbox in Custom Settings displayed in the images below. Note that automated roll-up calculations will not work if the Triggers are deactivated.

1. Go to Custom Settings using Setup search and click Manage against GRC Trigger.
   

2. Click New.
   

3. Enter Name as TM_ClinAcrnTrigger, select the Deactivate checkbox, and click Save.
   GRC Trigger is deactivated.

4. Similarly, create other Triggers for deactivation with the following Names:

   • TM_ClinSlinTrigger

   • TM_ContractVehicleRollupTrigger

   • TM_CreateAcrnRecord

   • TM_DeleteMod

   • TM_PeriodTrigger

Add Tabs to Contract Vehicle

1. Go to Contract Vehicle record page using App Launcher.

2. Click the gear icon and select Edit Page.
   Lightning App Builder opens.

3. Go to any tab and click Add Tab.
   

4. Click Details and select Custom as Tab Label.

5. Enter CLIN/SLINs as Custom Label and click Done.
   

Add Tab Details

NOTE

If you are using the Contract Vehicle page layout that is set as default from the package, then it is possible that the CLIN/SLINs, POP, and MOD tabs may also appear by default on your existing page layout and you will not be required to perform these add/configuration steps.

1. Go to the CLIN/SLINs tab and drag & drop TM_New_Clin and TM_New_Slin onto this tab.
   

2. Similarly, create POP tab and drag & drop TM_PeriodComponent onto this tab.
   

3. Similarly, create MOD tab and drag & drop TM_New_Mod onto this tab.
   

4. Click Save.
   

5. A popup window opens, click Activate.
   

6. Click Assign as Org Default.
   

7. Choose Desktop and click Next.
   

8. Click Save.
   FedCLM Contract Vehicle Record Page is assigned as Org Default.

9. Go Back.
   Contract Vehicle record page opens with the CLIN/SLINs, POP, and MOD tabs on it.
   

Customize Contract Vehicle Configure Layout

You can choose to create a custom page layout for all your new Contract Vehicle Record Types using Contract Vehicle Configure.

Add IDIQ Section & Fields

1. Go to Contract Vehicle Configure using App Launcher.

2. Select Contract and IDIQ and click Go.
   

3. Click Add Section.
   

4. Enter Label as Financial Summary and click Add.
   Section is added.

5. Click Add Field.
   

6. Enter  as Exercised Contract Value and Field API Name as TM_TOMA__Exercised_Contract_Value__c, select the Read Only checkbox, and click Add.
   Field is added.

7. Similarly, add the following Read Only fields with:

   • Field Label as Total TO Exercised Contract Value and Field Api Name as TM_TOMA__Total_TO_Exercised_Contract_Value__c

   • Field Label as Total Contract Funding and Field Api Name as TM_TOMA__Total_Contract_Funding__c

   • Field Label as Total TO Contract Funding and Field Api Name as TM_TOMA__Total_TO_Contract_Funding__c

   • Field Label as Our Anticipated Contract Value and Field Api Name as TM_TOMA__Contract_Amount__c

   • Field Label as Total TO Anticipated Contract Value and Field Api Name as TM_TOMA__Total_TO_Anticipated_Contract_Value__c
     

8. Scroll up to the Contract Information section and add a field into this section with Field Label as Master Contract Vehicle and Field Api Name as TM_TOMA__Master_Contract_Vehicle__c.
   

9. Click Save.
   Fields are added.

10. Go back to an IDIQ Contract Vehicle record page and view the newly added section and fields on it.

Add Order Section & Fields

1. Select Contract and Order and click Go.
   

2. Add a Section on this layout with Label as Financial Summary.

3. Add Read Only fields into this section with:  

   • Field Label as Exercised Contract Value and Field Api Name as TM_TOMA__Exercised_Contract_Value__c

   • Field Label as Total Contract Funding and Field Api Name as TM_TOMA__Total_Contract_Funding__c

   • Field Label as Our Anticipated Contract Value and Field Api Name as TM_TOMA__Contract_Amount__c

4. Scroll up to the Contract Information section and add a field into this section with Field Label as Master Contract Vehicle and Field Api Name as TM_TOMA__Master_Contract_Vehicle__c.
   

5. Click Save.
   Section and Fields are added.

6. Go back to an Order Contract Vehicle record page and view the newly added section and fields on it.