Overview
This document is a step-by-step guide on how you can upload a CSV or Excel file containing CLIN/SLINs Financial data to an open Modification record for Our Contracts and Subcontracts in your Salesforce org.
Audience
Contracts Suite Users
Prerequisites
Ensure that Contracts Module - TechnoMile Suite Sales Cloud Edition has already been installed and configured. The version of this package must be 2024.1 or higher.
About CSV & Excel Templates
The number of rows in the CSV or Excel file should not exceed 200
The CSV or Excel file should have all the following column names:
POP
POP Start Date
POP End Date
CLIN/SLIN Name
CLIN or SLIN
Master CLIN
Supplies/Services
Type
Start Date
End Date
Exercised?
NSP
Obligated Cost
Obligated Price
Obligated Fee
ACRN
Funded Cost
Funded Price
Funded Fee
All dates must be in the MM/DD/YYYY or MM-DD-YYYY format
Check if all inputs for CLIN/SLINs are valid
For any new creation of CLINs and its respective SLINs, Master CLINs must be entered before SLINs in the spread sheet
Master CLIN field is mandatory for any new SLINs
Upload CSV or Excel File containing CLIN/SLINs Financial Data to Our Contracts & Subcontracts
For this feature to function, the following criteria MUST be fulfilled:
The Record Status field of an Our Contract Record MUST have Final as its value.
The Mod Status field of a Modification record MUST have Open as its value.
Open App Launcher, enter text Our Contracts in the search bar, and click Our Contracts in search results.
Click to open an Our Contract record that has Record Status field value as Final.
On the Our Contract record page, go to the MOD tab and click the View Funding icon of a Modification record that has Mod Status field value as Open.
Click Upload Value/Funding.
Click Upload Files.
Please read the instructions on the File Upload screen carefully before proceeding with the upload process.NOTE
You can also click Download Template and then select either CSV or Excel to download a file in the chosen format containing the template for uploading CLIN/SLINs Financial data.
Choose a CLIN/SLINs Financial data CSV or Excel file to be uploaded and click Continue.
Periods of Performance popup window opens that displays the data from the CSV or Excel file.You can edit the Period Name if the POP is newly created. You can also change the Start and End - Dates for all the POPs, if required.
NOTE
The New POP? column will display a green check icon indicating the creation of new Periods of Performance via the Mod record used in step 3 (Mod 1, in this case).
TIP
You can also hover your cursor over the information icon to display additional information pertaining to the Periods of Performance popup window.
Click Confirm & Ingest.
Success! message displays. 
CLIN/SLINs popup window opens.You can edit the Period Name, Number, CLIN/SLIN fields, etc., if required.
NOTE
The New CLIN/SLIN? column will display a green check icon indicating the creation of new CLIN/SLINs via the Mod record used in step 3 (Mod 1, in this case).
TIP
You can also hover your cursor over the information icon to display additional information pertaining to the CLIN/SLINs popup window.
Click Confirm & Ingest.
Success! message displays.
Add Value tab on the CLIN/SLINs: Value/Funding Details popup window opens.You can edit the Obligated Cost, Obligated Price, and Obligated Fee, if required.
NOTE
The Value/Funding MUST be ingested in the following order:
Add Value tab
Remove Funding tab
Add Funding tab
Remove Value tab
TIP
You can also hover your cursor over the information icon to display additional information pertaining to the Obligations to be added to the CLIN/SLINs via Modification.
Click Confirm & Ingest.
Success! message displays. 
You can edit the Funded Cost, Funded Price, and Funded Fee, if required.
TIP
You can also hover your cursor over the information icon to display additional information pertaining to the Funding to be removed from the CLIN/SLINs via Modification.
Click Confirm & Ingest.
Success! message displays.You can edit the Funded Cost, Funded Price, and Funded Fee, if required.
TIP
You can also hover your cursor over the information icon to display additional information pertaining to the Funding to be added to the CLIN/SLINs via Modification.
Click Confirm & Ingest.
Success! message displays.You can edit the Obligated Cost, Obligated Price, and Obligated Fee, if required.
TIP
You can also hover your cursor over the information icon to display additional information pertaining to the Obligations to be removed from the CLIN/SLINs via Modification.
Click Confirm & Ingest.
Success! message displays.
You can view all the ingested CLIN/SLINs Financial data here.Close the popup window.
Go to the POP tab.
You can view all the ingested Periods of Performance here.
Similarly, you can view all the ingested CLIN/SLINs on the CLIN/SLINs tab.
Validation or Alternate Scenarios
Validation Rules in Salesforce check the data entered or updated by a user/system against certain criteria before saving the record. They are used to enforce integrity constraints, maintain data quality, and prevent incorrect values or formats.
The following are the scenarios that may occur while uploading CLIN/SLINs:
When a POP Name in the CSV or Excel file is the same as that of two or more existing POP Names in your Salesforce org, the following Warning will display, while uploading the file.
When ingesting POP records, if a POP Name in the CSV or Excel file is the same as that of an existing POP Name already in your Salesforce org, the following Error! will display.
If the CSV or Excel file contains two or more identical POP Names, the following Error! will display.
If any general error occurs while ingesting POP records, you can then click View Error to view additional information pertaining to that error.
