Limitation of Funds (LOF) Configuration Guide

Change Summary

Overview

The Limitation Of Funds (LOF) feature on Our Contracts and CLIN/SLINs enables Contract Managers to automatically receive notifications when an LOF letter needs to be sent to the government Contracting Officer for any Our Contract or . It also allows them to create the LOF letter.

LOF estimates the future LOF percentage based on the entered field values. If the future LOF percentage exceeds the threshold LOF percentage, then the system notifies the Contract Manager through an email to send the LOF letter. Once the LOF letter is created, another email is sent to the Contract Manager with the same information.

This document is a step-by-step guide on how you can configure the LOF feature on both Our Contracts and CLIN/SLINs in Salesforce.

Audience

• Salesforce Administrators

• IT Support

Prerequisites

• Ensure that Contracts Suite - Sales Cloud Edition is already installed and configured. The version of this package must be 2025.1 or higher.

Assign Permission Sets

1. Login to your Salesforce account.

2. Click the gear icon and select Setup.
   

3. Go to Permission Sets using Setup search.

   

4. Scroll down and click LOF Full Access.
   

5. Click Manage Assignments.
   

6. Click Add Assignment.
   

7. Select a user and click Next.
   

8. Click Assign.
   Permission Set is assigned to the selected user.

9. Click Done.
   

10. Similarly, assign the LOF Read Only Permission Set to your users.
    

Activating Flows

1. Go to Flows using Setup search and click CLIN/SLINs LOF Send Email flow.

   

2. Click Activate.
   The Flow is activated.

3. Similarly, activate the following Flows:

   • CLIN/SLINs LOF Notification send to contract manager and update the Status

   • Contract Vehicle LOF Notification send to contract manager and update the Status

   • Update CV LOF Details To CLIN/SLINs

   • Contract LOF notification send to Contract Manager on LOF letter creation

   • Contract Vehicle LOF Send Mail

   • CLIN/SLIN LOF notification send to Contract Manager on LOF letter creation

   • TM Calculate Average CV Monthly Revenue if Net Revenue not empty

   • TM Calculate Average CLIN Monthly Revenue if Net Revenue not empty

   • Update CV LOF To Old CLIN/SLIN If Blank

Activating Validation Rules

1. Go to CLIN/SLINs Object Manager.

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

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

4. Similarly, go to Our Contract Object Manager and activate the LOF_Status_Change_Required_Fields_Check Validation Rule.
   

Editing Our Contract Record Page

Adding a Tab

IMPORTANT

You will not be required to perform the steps listed in this section, if you are already using the out-of-the-box Lightning record page for the Our Contract object.

1. Go to Our Contracts using App Launcher.

   

2. Open an Our Contract record.

   

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

4. Go to any tab and click Add Tab.
   

5. Click Details and select Tab Label as Custom.

6. Enter Custom Label as LOF and click Done.
   

7. Go to the LOF tab and drag-and-drop the TM_ContractVehicleLOFCMP component onto this tab.

8. Similarly, while performing this step for CLIN/SLINs, drag-and-drop the TM_ClinSlinLOFCMP component onto its LOF tab.
   

Adding a Button

1. In Lightning App Builder, go to the Highlights Panel and click Add Action.
   

2. Select Actions as Push LOF Days/% to CLIN and click Done.
   

3. Click Save.
   A popup window opens.

4. Click Activate.
   

5. Click Assign as Org Default.
   

6. Choose Desktop and click Next.
   

7. Click Save.
   FedCLM Contract Vehicle Detail page is assigned as Org Default.

8. Click the Back arrow icon.
   Our Contract record page opens with the LOF tab on it.

9. Click the downward arrow icon to view the Actions as Push LOF Days/% to CLIN button on this page.

   

Adding LOF Tab to CLIN/SLINs Record Page

IMPORTANT

You will not be required to perform the steps listed in this section, if you are already using the out-of-the-box Lightning record page for the CLIN/SLINs object.

1. Ensure that you follow and perform all the steps listed in the linked topic to add the LOF tab to CLIN/SLINs.

Downloading and Adding Templates

1. Ensure that you follow and perform all the steps listed in the linked topic to download and add the LOF-related templates highlighted in the image below, to the Our Contract and CLIN/SLINs objects.

   

Customizing Formstack Mappings

1. Ensure that you follow and perform all the steps listed in the Download and Add Templates to Formstack Documents to upload a template for the CLIN/SLINs object using the TMSalesCloud_LOF Letter Template (CLIN/SLIN).docx file and import related Field Mappings from the LOFLetterCLINTemplateMappingExport.txt file. Then, save and activate the imported mappings to generate a Mapping ID and ensure that you copy this ID.

2. Perform the same steps again as listed in the Download and Add Templates to Formstack Documents for uploading a template for the Our Contract object using the TMSalesCloud_LOF Letter Template (Contract).docx file and import related Field Mappings from the LOFLetterContractTemplateMappingExport.txt file. Then, save and activate the imported mappings to generate a Mapping ID and ensure that you copy this ID.

Creating Visualforce Pages

1. Create a Visualforce page with a name such as LOFLetterCLIN and paste the following code into it while creating it:
   <apex:page standardController="TM_TOMA__CLIN_SLIN__c" docType="html-5.0" title="Limitation of Funds: {!TM_TOMA__CLIN_SLIN__c.Name}">

   <webm:WebmergeWizard record="{!TM_TOMA__CLIN_SLIN__c}" mappingId="" />

   </apex:page>

2. Then, paste the Mapping ID previously copied that was generated for CLIN/SLINs into this code in between mappingId="a2N8b000004pbmqEAA"

3. Next, create another Visualforce page with a name such as LOFLetterContract and paste the following code into it while creating it:
   <apex:page standardController="TM_TOMA__Contract_Vehicle__c" docType="html-5.0" title="Limitation of Funds: {!TM_TOMA__Contract_Vehicle__c.Name}">

   <webm:WebmergeWizard record="{!TM_TOMA__Contract_Vehicle__c}" mappingId="" />

   </apex:page>

4. Then, paste the Mapping ID previously copied that was generated for Our Contract into this code in between mappingId="a2N8b000004pbmvEAA"

Configuring Custom Settings

1. Ensure that you follow and perform all the steps listed in the linked topic to add the Contract and CLIN/SLIN - LOF VF Page Names.
   

Configuring the Use of Funded Cost for LOF Calculation

The LOF Calculation can be configured to use Total Funded Cost instead of Total Contract Funding for its calculations.

By default, the Use Funded Cost for LOF Calculation option is disabled. This ensures that existing clients continue to use the current LOF calculation based on Total Contract Funding without any changes.

Custom Permission Sets

If you do not use the LOF Full Access permission set and instead use a custom permission set for LOF functionality, ensure that the Total Funded Cost field on the Contract object has Read and Edit permissions.

To enable the required field permissions:

1. Go to Permission Sets using Setup search.

2. Navigate to the custom permission set created for LOF functionality.

3. Go to Object Settings > Our Contracts.
   

4. Click Edit.

5. Under Field Permissions, locate Total Funded Cost and select the Read Access and Edit Access checkboxes.
   

6. Click Save.

7. Go back to Permission Sets.

8. Locate and open the LOF Read Only permission set.
   

9. Go to Object Settings > Our Contracts.

10. Click Edit.
    

11. Under Field Permissions, locate Total Funded Cost and select the Read Access checkbox.
    

12. Click Save.

Custom Setting Definitions

1. Go to Permission Sets using Setup search.

2. Locate and open the LOF Full Access permission set.
   

3. Click Custom Setting Definitions.

4. Under Available Custom Setting Definitions, select TM_TOMA.TM Feature Enablement and click Add.

5. Click Save.

6. Similarly, under Permission sets locate and open the LOF Read Only permission set.
   

7. Click Custom Setting Definitions.

8. Under Available Custom Setting Definitions, select TM_TOMA.TM Feature Enablement and click Add.
   

9. Click Save.

Enable Use Funded Cost for LOF Calculation

To enable the use of funded cost for LOF calculation:

1. Go to Contract Suite Configure using App Launcher.
   

2. Enable the Use Funded Cost for LOF Calculation checkbox.
   

3. A confirmation message appears; click OK.
   

Adding the Total Funded Cost Field

Add the Total Funded Cost field to the Financials section. Refer to Adding a Field to a Section for detailed instructions.